Experienced CEO
Executive Summary
20+ years of leadership in credit, finance, and banking operations.
Expertise in department rebuilding, process optimization, and ROI-driven product development.
Skilled in building high-performance teams and fostering a culture of accountability and excellence.
Strong focus on compliance, risk management, and stakeholder relationships.
Proven track record in scaling operations and achieving strategic growth.
Core Competencies
Cross-functional team leadership, compliance, treasury management, and credit facilities.
Executive and board presentations, stakeholder relationships, and capital raising.
Commercial lending, risk management, and portfolio growth strategies.
Professional Experience
President & CEO (2021–Present):Served as board member for both the bank and holding company.
Achieved profitability for the first time in 14+ years through operational improvements.
Reorganized the infrastructure and rebuilt the executive team.
Successfully exited a volatile market and improved asset quality.
Oversaw CECL upgrades and regulatory compliance with the OCC and Federal Reserve.Chief Credit Officer / EVP (2019–2021):Led teams of analysts, lenders, and relationship managers.
Streamlined lending policies and procedures.
Collaborated with auditors and regulators, ensuring compliance during OCC exams.Chief Credit Officer / SVP: (2014-2019)Built the Credit Department and Asset Management Department.
Spearheaded regulatory compliance, resolving a Memorandum of Understanding within 18 months.
Improved risk management processes, underwriting standards, and asset management.
Additional Experience
Director of Credit & Portfolio Management: Developed the credit department.
Senior Credit Analyst: Managed loans up to $50M, spearheaded SBA lending.
Asset Review Officer
Credit Review Officer
Education
MBA
BS in Finance
Certified Credit Executive: National Association of Credit Management.
Community Affiliations
Member of the Chamber of Commerce and Rotary Club.
Former School Board Member (elected).