
Financial services professional with 7+ years of experience across business banking, lending, portfolio management, and client education. Experienced translating complex financial products, credit requirements, and regulated processes into clear guidance for business owners and affluent clients. Currently manage businesses with $1MM-$5MM in annual revenue and coordinate $250K+ commercial lending and commercial real estate requests across credit, treasury, product, and risk partners. Seeking to bring deep financial-services subject-matter experience to communications focused on lending and financial access.