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
City National Bank offers a broad range of financial services for individuals, businesses, and professionals.
Personal Banking
Checking accounts, including personal and interest-bearing options
Savings accounts, high-yield savings accounts, and certificates of deposit
Personal and rewards credit cards
Personal loans, home equity lines of credit, and fixed- or adjustable-rate mortgages
Investment management, financial planning, and trust services
Traditional and Roth IRAs, as well as 401(k) plans
Business Banking
Business interest checking and nonprofit checking accounts
Business savings accounts and certificates of deposit
Business lines of credit, equipment financing, and commercial real estate loans
Cash management, payment processing, and fraud prevention tools
Merchant services, including payment processing and point-of-sale systems
Specialized Services
Investment banking, including mergers and acquisitions advisory and capital raising
Commercial real estate and construction financing
International banking, including foreign currency accounts, import and export financing, and remote international account opening
Small business services, including SBA loans, advice, and resources
Online and Mobile Banking
Online account management and bill pay
Mobile check deposit and account alerts
Leasing and Financing
Vendor financing programs, equipment financing, and commercial cards
Outside work, I value my time as a father to my two daughters, Madison and Brooklyn, and relishes life in Brooklyn with my wife, Rosalia. I'm a volunteer at heart and an avid fisherman.
Good Leads
Existing bank clients with additional banking needs or potential for deposit and treasury management services
Businesses that do not currently use deposit services but may benefit from cash management solutions
CPA firms that advise businesses and can refer clients with banking needs
Financial advisors seeking banking services that complement their investment offerings
Real estate agents and brokers whose clients may need financing for property purchases or investments
Corporate law and estate planning attorneys whose clients may need banking services
Private equity firms that work with businesses needing deposit and treasury management solutions
Asset management firms seeking liquidity and cash management services for their clients
Insurance brokers serving businesses that may also need banking services
Business consultants who can identify clients with evolving banking needs
Chambers of commerce and industry associations with business-owner networks
Commercial real estate developers with complex deposit and treasury management needs
Nonprofit organizations seeking banking solutions for their operations
Corporate treasurers looking for specialized treasury management services
Technology companies and startups with cash management and operational banking needs
Local business networks and groups that can generate professional referrals
Credit union employees or members who may be exploring additional banking services
Venture capital firms that work with startups as they grow
Financial technology firms with complementary services and potential referral opportunities
