Virtual Is Possible

A New Chapter

After a dynamic and rewarding career spanning decades in the financial services industry, I’m excited to begin a new chapter.

My journey has taken me through pivotal moments in our economic landscape—from the S&L crisis and the dot-com collapse to the intensity of PPP lending during the pandemic. Along the way, I’ve worked with companies of all sizes—startups to corporates—across small, mid-sized, and large financial institutions.

My experience includes underwriting, business development, transaction and portfolio management, credit review, relationship management, and strategic planning. I’ve also partnered across treasury and wealth divisions, led process improvements, and contributed to change management initiatives—always with an eye toward practical, sustainable solutions that enhance client functionality and satisfaction.

This path has been deeply educational and fulfilling, both personally and professionally. I carry forward a strong sense of purpose, pride, and integrity—and a deep appreciation for the people and organizations who helped shape my growth.

Now, I’m launching a new consulting practice, offering my expertise to professionals and firms seeking a collaborative partner—someone who brings experience, insight, and integrity to complex challenges. Whether you need strategic guidance, a liaison for sensitive matters, or simply a thoughtful sounding board, I’m here to help.

If you’re interested in exploring how I might support your goals, I’d be happy to offer a complimentary 30-minute conversation.