With over 21 years of experience in relationship management in the financial services sector, I focus on building and nurturing strong banking connections. I specialize in a consultative approach to commercial banking products, including Deposits, Treasury Management, Commercial Accounts Payables, and Credit Cards, always striving to create tailored solutions that meet my clients' needs.

In my current role, I engage actively with both existing clients and potential leads, utilizing a strong network of referral sources to uncover new business opportunities. I work closely with my treasury management team to promote a wide range of financial products, ensuring that our clients receive exceptional service and support.

I take pride in delivering top-notch client service, negotiating transactions effectively, and coordinating efforts across departments to enhance our product offerings. Proficient in technology platforms like Salesforce and Tableau, I leverage data-driven insights to elevate client interactions.

As a proactive member of my community, I represent my organization at various civic and industry events, building relationships that benefit both our clients and the bank.

I am passionate about empowering businesses to thrive through personalized banking solutions.

City National Bank offers a wide range of financial services tailored to meet the needs of individuals, businesses, and professionals. Here’s a list of our services:

Personal Banking Services

    1.     Checking Accounts

    •    Personal checking accounts

    •    Interest-bearing checking accounts

    2.     Savings Accounts

    •    Regular savings accounts

    •    High-yield savings accounts

    •    Certificates of deposit (CDs)

    3.     Credit Cards

    •    Personal credit cards

    •    Rewards credit cards

    4.     Loans

    •    Personal loans

    •    Home equity lines of credit (HELOCs)

    •    Fixed-rate and adjustable-rate mortgages

    5.     Wealth Management

    •    Investment management

    •    Financial planning

    •    Trust services

    6.     Retirement Accounts

    •    Individual Retirement Accounts (IRAs)

    •    Roth IRAs

    •    401(k) plans

Business Banking Services

    1.     Business Checking Accounts

    •    Business interest checking

    •    Nonprofit checking accounts

    2.     Business Savings Accounts

    •    Business savings accounts

    •    Business certificates of deposit (CDs)

    3.     Commercial Loans

    •    Business lines of credit

    •    Equipment financing

    •    Commercial real estate loans

    4.     Treasury Management

    •    Cash management solutions

    •    Payment processing

    •    Fraud prevention tools

    5.     Merchant Services

    •    Payment processing solutions

    •    Point-of-sale systems

Specialized Services

    1.     Investment Banking

    •    Mergers and acquisitions advisory

    •    Capital raising

    2.     Real Estate Services

    •    Commercial real estate financing

    •    Construction financing

    3.     International Banking

    •    Foreign currency accounts

    •    Import and export financing

    •    Remote international account opening

    4.     Small Business Services

    •    SBA loans

    •    Business advice and resources

Online and Mobile Banking

    1.     Online Banking

    •    Account management

    •    Bill payment

    2.     Mobile Banking

    •    Mobile check deposit

    •    Account alerts

Leasing and Financing

    •    Vendor financing programs

    •    Equipment financing

    •    Commercial cards

Financing may support:

    •    Business expansion

    •    Software implementation

    •    Office renovations

    •    New business launches

    •    Plant relocations

    •    Replacement equipment

    •    Energy-efficiency initiatives

    •    Corporate fleet expansion