Talent List

Senior Banking and Financial Services Executive in Denver, Colorado

20+ years banking experience with just two banks.  Solution-focused banking executive with 20+ years of advancing leadership across commercial and consumer lines of business, with proficiency in acquiring new clients and building high-performing teams.  Oversaw business segments in Emerging Company, Middle Market, Mid-Corporate, and Specialty Lines for organizations with $5MM to $4B in revenue. Proudly develop award-winning professionals and serve as advocate of social responsibility.

    • Delivered double-digit growth every year of tenure at most recent bank.  
    • As Senior Vice President, boosted total managed loans revenue from $30MM to $800MM by driving the successful transformation of most recent bank from Commercial Real Estate to a full Commercial and Industrial (C&I) financial enterprise.  
    • As City President, increased total managed loans to $1.8B.  
    • As CEO, grew total managed loans to $2.8B.  For net income in FYE 2016, drove 28% increase in Denver District and 22% increase in Denver C&I vs. prior year.  
    • Earned 4 Top Performer Awards for achieving the top 1% of annual sales performance in 2 leadership roles.  
    • Recognized by Metro Denver Chamber of Commerce for long-term commitment to improving the community. 
    • Drove the initiatives that advanced most recent bank from 11th in the market to 7th place for assets despite economic and organizational crises.
    • Exceeded net income to plan, Commercial Banking, 114% in 2016 and 2015 and 105% in 2014.
    • Surpassed net income to plan, Denver District, 113% in 2016, 114% in 2015, and 107% in 2014.
    • Led the teams that originated the majority of the top 10 largest loans in the region.
    • Won $197MM loan facility, the largest loan closed in the West Region for 2017.
    • Pioneered commercial relationship management tools and initiatives, including Mistral cultural initiative that was selected as 1 of 2 in the district to serve as model for best practices throughout the franchise.
    • Served as lead agent for club deal of $55MM for major institution, where Board of Directors included representatives from competing banks. Cross-sold products that included Treasury Management, Interest Rate Derivatives, Work Place Solutions, Commercial Card Services, and Investment Services.
    • Initiated and expanded the relationship with privately held consumer goods company, growing it from $3MM to $25MM loan relationship.
    • Enabled the division to rank #1 in the corporation for Community Reinvestment Act (CRA) loans and volunteer hours during time of organizational crisis.
    • Created new income streams for Commercial Banking and Investment Services by driving awareness and cross-selling opportunities between the groups and building compatible skill sets. Expanded model across Workplace Solutions, Capital Markets, Commercial Card, Merchant Services, Foreign Exchange, and Specialty Lines.
    • Drove the development of large Middle Market/Mid Corporate banking presence, Healthcare/Education/Tax Exempt financing by championing the value of relationship building and relationship management.
    • Established an Advisory Board of Directors of 9 business and community leaders from Denver and Boulder.