Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Commercial Due Diligence
Commercial Strategy
Corporate Finance
Financial Management
Financial Modeling
M&A Support
Market Research
Strategic Planning
Customer Relationship Management
Sales Strategy
Go-to-market Strategy
Software Skills
Microsoft Excel
Microsoft PowerPoint
Data visualization
Tableau
Sharepoint
Zoom
Microsoft Project
Salesforce
Microsoft OneDrive
Capital IQ
Adobe Photoshop
Canva
Certifications
Series 63
Series 79
Sector Experience
Consumer Goods
Financial Services
Healthcare
Industrials
Technology
Languages
English
Fortune 500
Experience
The Bank of Nova Scotia (Scotiabank)
Sales
Managing Director & Head of US Mid-Corporate Technology Banking
1/2023 - Present
• Spearheaded the launch of a new US Mid-Corporate Technology Banking group in alignment with Scotiabank's broader strategy to diversify revenue streams and capture high-growth tech markets. This required securing executive buy-in at each stage of developing a detailed strategic and operational infrastructure plan.
• Formulate and execute cross-functional go-to-market strategies, including leveraging the expertise of credit, treasury, and investment banking professionals to provide holistic financing and advisory services to accelerate market share and drive profitability.
• Elevate Scotiabank's role from transactional lender to strategic partner by advising C-level leaders on capital structuring, M&A, and risk mitigation, reinforcing brand recognition, deepening client relationships, and driving incremental revenue through comprehensive solutions.
• Champion continuous innovation by evaluating emerging tech models and collaborating with product leadership to refine offerings—fueling growth and positioning the bank ahead of industry trends.
• Conceptualized and championed an ARR (Annual Recurring Revenue) lending policy to position Scotiabank as an industry innovator in technology financing—filling a market gap, attracting top-tier clients, and enhancing the bank's competitive moat in mid-corporate technology.
• Built a $1.3B lending portfolio within 18 months of group inception, catalyzing new revenue streams critical to Scotiabank's strategic objectives of expanding in
• Formulate and execute cross-functional go-to-market strategies, including leveraging the expertise of credit, treasury, and investment banking professionals to provide holistic financing and advisory services to accelerate market share and drive profitability.
• Elevate Scotiabank's role from transactional lender to strategic partner by advising C-level leaders on capital structuring, M&A, and risk mitigation, reinforcing brand recognition, deepening client relationships, and driving incremental revenue through comprehensive solutions.
• Champion continuous innovation by evaluating emerging tech models and collaborating with product leadership to refine offerings—fueling growth and positioning the bank ahead of industry trends.
• Conceptualized and championed an ARR (Annual Recurring Revenue) lending policy to position Scotiabank as an industry innovator in technology financing—filling a market gap, attracting top-tier clients, and enhancing the bank's competitive moat in mid-corporate technology.
• Built a $1.3B lending portfolio within 18 months of group inception, catalyzing new revenue streams critical to Scotiabank's strategic objectives of expanding in
SILICON VALLEY BANK
Sales
Director & Market Manager | Corporate Banking
1/2020 - 1/2023
• Led a high-growth portfolio of $6B+ in client funds and $1B+ in loan commitments across 80+ tech clients, driving $45MM+ in annual profitability. Oversaw strategy and P&L for the Southern California market.
• Designed and implemented annual growth initiatives, resulting in 120% attainment of the FY'22 plan and multiple net-new relationships with public and late-stage private companies.
• Partnered with Investment Banking and Product teams to seamlessly structure capital markets, treasury, and risk management solutions. Generated over $25MM in cross-sell revenue through coordinated pitch strategies.
• Advised C-level executives on financing structures, M&A readiness, and capital optimization, positioning SVB as a trusted advisor in the competitive SoCal tech ecosystem.
• Spearheaded market-facing client/prospect events, converting 5+ prospects annually and deepening existing client relationships to enhance wallet share.
• Designed and implemented annual growth initiatives, resulting in 120% attainment of the FY'22 plan and multiple net-new relationships with public and late-stage private companies.
• Partnered with Investment Banking and Product teams to seamlessly structure capital markets, treasury, and risk management solutions. Generated over $25MM in cross-sell revenue through coordinated pitch strategies.
• Advised C-level executives on financing structures, M&A readiness, and capital optimization, positioning SVB as a trusted advisor in the competitive SoCal tech ecosystem.
• Spearheaded market-facing client/prospect events, converting 5+ prospects annually and deepening existing client relationships to enhance wallet share.
SILICON VALLEY BANK
Sales
Sr. Vice President | Corporate Banking
1/2013 - 1/2020
• Managed a portfolio of 30+ later-stage technology companies (each with $100MM+ in annual revenue) in Southern California, maintaining $2.6B in client funds and $1B in loan commitments, which generated $26MM+ in annual profitability.
• Served as the primary relationship lead for all existing clients and prospects, orchestrating cross-functional teams of product advisors (credit, treasury, FX) to deliver customized banking solutions.
• Structured and underwrote senior credit facilities supporting acquisitions, distributions, share repurchases, and working capital needs, optimizing capital usage for clients' strategic growth.
• Sourced and referred new debt and banking relationship opportunities across multiple internal groups, expanding product penetration and enhancing cross-sell revenue.
• Collaborated with investment banking partners to identify and execute capital markets transactions, elevating the bank's integrated coverage model and deepening client relationships.
• Served as the primary relationship lead for all existing clients and prospects, orchestrating cross-functional teams of product advisors (credit, treasury, FX) to deliver customized banking solutions.
• Structured and underwrote senior credit facilities supporting acquisitions, distributions, share repurchases, and working capital needs, optimizing capital usage for clients' strategic growth.
• Sourced and referred new debt and banking relationship opportunities across multiple internal groups, expanding product penetration and enhancing cross-sell revenue.
• Collaborated with investment banking partners to identify and execute capital markets transactions, elevating the bank's integrated coverage model and deepening client relationships.
Wells Fargo
Sales
Relationship Manager | Commercial Banking
1/2012 - 1/2013
• Oversaw a $200MM+ credit portfolio for public and privately held clients across retail, manufacturing, aircraft leasing, technology, and financial services, ensuring optimal credit quality and risk management.
• Originated, structured, and executed financing solutions ranging from commercial lending (working capital, real estate facilities) to treasury and risk management products.
• Negotiated and structured notable credit facilities, including:
• $100MM revolver to an executive search firm for working capital, acquisitions, and share repurchases.
• $100MM commitment in a $1BN syndicated revolver to an aircraft leasing company for growth and working capital needs.
• Originated, structured, and executed financing solutions ranging from commercial lending (working capital, real estate facilities) to treasury and risk management products.
• Negotiated and structured notable credit facilities, including:
• $100MM revolver to an executive search firm for working capital, acquisitions, and share repurchases.
• $100MM commitment in a $1BN syndicated revolver to an aircraft leasing company for growth and working capital needs.
Wells Fargo
Sales
Financial Analyst | Commercial Banking
1/2009 - 1/2012
• Managed the underwriting process for a $1.2B+ loan portfolio spanning diverse industries: manufacturing, retail, printing, wholesale distribution, grain milling, and construction.
• Conducted comprehensive financial analyses to inform credit decisions, evaluating each client's historical and projected performance, cash flow capacity, and capital adequacy.
• Collaborated with senior Relationship Managers to structure, draft, and present credit proposals, supporting existing and prospective clients in obtaining tailored lending solutions.
• Conducted comprehensive financial analyses to inform credit decisions, evaluating each client's historical and projected performance, cash flow capacity, and capital adequacy.
• Collaborated with senior Relationship Managers to structure, draft, and present credit proposals, supporting existing and prospective clients in obtaining tailored lending solutions.
Merrill Lynch
Sales
Senior Analyst | Investment Banking – Debt Capital Markets
1/2008 - 1/2009
• Partnered closely with structured note traders to connect corporate clients with institutional investors, originating structured notes spanning equities, commodities, and interest rate products.
• Conducted rigorous due diligence on prospective clients and developed client pitch materials for senior management, facilitating data-driven decision-making and robust deal pipelines.
● Senior Analyst Investment Banking – Transaction Management Due Diligence (concurrent position)
• Consulted with external counsel to secure transaction documentation and proactively monitored due diligence requirements, enhancing the firm's risk management protocols.
• Delivered quarterly client status updates to senior leadership, summarizing credit ratings, SEC filings, and key risk factors for over one hundred debt issuers.
• Conducted rigorous due diligence on prospective clients and developed client pitch materials for senior management, facilitating data-driven decision-making and robust deal pipelines.
● Senior Analyst Investment Banking – Transaction Management Due Diligence (concurrent position)
• Consulted with external counsel to secure transaction documentation and proactively monitored due diligence requirements, enhancing the firm's risk management protocols.
• Delivered quarterly client status updates to senior leadership, summarizing credit ratings, SEC filings, and key risk factors for over one hundred debt issuers.
Merrill Lynch
Corporate Strategy & Development
Analyst | Global Wealth Management – Mergers & Acquisitions
1/2006 - 1/2007
• Assisted in the Global Wealth Management acquisitions and divestitures project management efforts, coordinating cross-functional stakeholders to ensure seamless integration and transition.
• Functioned as a liaison between Merrill Lynch's business integration teams and acquired companies, resolving integration challenges to support timely deal closures.
• Played an integral role in the project management of the following notable transactions:
Merrill Lynch's $1.8B acquisition of a private bank
Merrill Lynch's $1.0B+ divestiture of a portion of its insurance business
• Functioned as a liaison between Merrill Lynch's business integration teams and acquired companies, resolving integration challenges to support timely deal closures.
• Played an integral role in the project management of the following notable transactions:
Merrill Lynch's $1.8B acquisition of a private bank
Merrill Lynch's $1.0B+ divestiture of a portion of its insurance business