Dallas, Texas, United States
Executive commercial banking leader with over 20 years of experience serving business owners, founders, C-Suites, and relationship teams through the complexities of growth and scale. Specializing in strategic advisory; helping growth and late stage technology companies combine capital, payments, and liquidity expertise to deliver scalable solutions across every stage of a company’s lifecycle.
Serve as a partner to growth and late-stage technology companies, venture capital firms, and private equity investors; helping build and scale liquidity, payments, and capital structure. Creatively integrate across credit, liquidity, payments, FX, merchant, capital markets, and employee services.
Led Comerica’s national commercialization strategy, enabling 500+ Relationship Managers and Treasury Management Officers across the Commercial Bank to originate, deepen, and defend client relationships. Positioned bankers to deliver consultative, advisory led conversations across liquidity, treasury, payments, and capital markets. - Recognized as a national thought leader in liquidity and payments; featured contributor on Commercial Banking client insights. - Originated and led one of Middle Market’s largest deposit wins ($492M) with a global client, aligning capital strategy to safety and return objectives. - Closed multiple $100M+ liquidity and treasury transactions by reframing client challenges into strategic, value based outcomes. - Built Comerica’s national liquidity playbook, anchored on value pillars; Control, Efficiency, Availability, Yield. Transforming banker conversations from product-driven to advisory-led. - Partnered with internal stakeholders to align complex solutions; liquidity, credit, FX, payments, with client growth priorities, ensuring scalable banking architecture.
Developed, retained, and grew complex client relationships across technology, healthcare, and service sectors. Partnered with CFOs and financial decision makers to understand strategic priorities and design tailored banking solutions spanning treasury, FX, credit, and capital markets. - Originated and expanded 50+ new client relationships in two years, by patterning with Relationship Managers targeting high-growth industries and positioning JPMC as a strategic partner. - Generated $1.5M+ in treasury revenue (2023) and $1.2M+ (2022) through consultative relationship management and business development. - Structured and executed treasury and liquidity solutions in partnership with credit and capital markets, aligning scalable banking architecture to client inflection points. - Designed and launched a merchant services campaign that expanded client wallet share by $500K+. - Collaborated cross-functionally with senior stakeholders to deliver client-specific solutions, mentor peers, and ensure disciplined pipeline management.
Partnered with senior executives and financial decision makers across the Commercial Real Estate (CRE) portfolio to deliver integrated treasury and capital markets solutions. Combined deep industry knowledge with consultative relationship management to originate new relationships, grow deposits, and deliver tailored liquidity strategies. - Recognized as the Top Performing CRE Treasury Officer (2021), exceeding revenue and relationship goals. - Originated four new CRE relationships (200% of goal), including an influential client representing $40M in new deposits across its portfolio companies. - Delivered $1M+ in treasury revenue by diagnosing operational inefficiencies and implementing tailored treasury structures. - Acted as technical sales and implementation lead on competitive RFPs and high complexity client onboardings. - Drove senior level strategic dialogues on liquidity, cash flow, and capital structures, aligning treasury services with lending and investment banking opportunities. - Partnered with CRE Technology, Sales, and Capital Markets leadership to align treasury initiatives with the bank’s growth priorities across the West Coast.
Supported business development and relationship management for a CRE portfolio (domestic & international). Built and deepened owner/operator relationships by delivering targeted cash, receivables, payables, liquidity, and FX solutions, and partnering with Credit and Capital Markets to align scalable banking architecture. - Partnered to originate and expand 40+ new CRE relationships (2018–2020) by targeting priority segments and portfolio operators. - Selected to help stand up a new Treasury Services line of business for Commercial Term Lending, contributing to national process design, product roadmap, and reporting. - Served as subject matter expert and coach across receivables, payables, liquidity, and CRM workflows; drove process improvements and onboarding efficiency. - Led technical sales, RFPs, and high complexity onboardings; partnered with Credit and Capital Markets on cross functional pitches tied to client inflection points. - Managed a CRE portfolio with complex treasury needs, maintaining disciplined pipeline, risk awareness, and client service standards.