Written by The Business Journal Staff
Market Executive | Wells Fargo Commercial Banking Central Valley
Education: BS in finance | Family: Married with one son and one grandson
What we do: We want to satisfy our customers’ financial needs and help them succeed financially. This unites us around a simple premise: Customers can be better served when they have a relationship with a trusted provider that knows them well, provides reliable guidance and can serve their full range of financial needs.
Tell us a little about your career to your current position.
My banking career began 39 years ago and has encompassed various levels of management throughout the Sacramento and Central Valley regions, as well as the San Francisco Bay Area.
In 2000, I joined Placer Sierra Bank and served as president and chief operating officer and member of the bank’s board of directors. I was instrumental in taking Placer Sierra public in 2004 as well as the sale of the bank to Wells Fargo in June 2007. From 2007 to July 2017, I led business-banking teams throughout Northern and Central California as well as the bank’s investor real estate and specialty markets groups for the Pacific Midwest. In July 2017, I launched the vertical buildout of the bank’s national Business Banking Investor Real Estate group. I am now pleased to be back, serving as commercial banking market executive for the Sacramento and Central Valley regions — exactly where my career began.
What got you into the banking industry?
I interviewed with several industry representatives on my college campus. Banking was the industry that best fit my skills, love for people and personality.
Can you tell us a little bit about how Wells Fargo recently restructured its commercial banking business?
We have combined our business banking and middle market business segments into one commercial banking team. This gives our customers a more seamless experience and greater consistency, making it easier to grow with us no matter where they are in their business’ life cycle.
What does this mean for customers in the Central Valley (Fresno, Kings, Tulare and Madera counties)?
Customers will feel less confusion about how to do business with us. Whether you are a small business or a large family-owned corporation, one team will provide for all of your business needs and help support your continued financial success.
What should business owners consider when they are evaluating their banking options?
Local decision-making as well as treasury management products and services that may help prevent fraud and enhance your company’s operating efficiency.
I have all the time in the world for:
Our customers. They are, and have always been, our priority.
I have no patience for:
Bureaucracy and lack of urgency.
What cause or organization is close to your heart?
Underserved children as well as education and the arts.
What was your very first job and what did you learn from it?
I began working for a family who owned a plumbing and electrical supply store when I was 16 years old. That’s where I first learned that “the customer is #1 – always.”
What do you like to do in your spare time?
Waterski, run and spend time with my 22-month old grandson, Julius.