

• Manage portfolio of clients ($5MM–$50MM revenue)
• Provide financial guidance across lending and treasury
• Analyze financial statements to identify risk/opportunity
• Partner with credit and treasury teams on solutions
• Conduct portfolio reviews and improve client outcomes
I’m a strategic banking professional with over 9 years of experience supporting business clients and helping them make informed financial decisions that drive long-term growth. I’ve worked closely with companies ranging from $5MM to $50MM in revenue, focusing on understanding their financial position, identifying opportunities, and delivering solutions across lending, cash flow, and overall business strategy.
My approach is grounded in building strong relationships, but what sets me apart is how I think through problems. I enjoy digging into financials, connecting the dots, and working cross-functionally to create solutions that actually move the needle. I take ownership of my work, follow through, and aim to bring clarity and value in every interaction.
I’m currently pursuing a degree in Geoscience with a minor in Political Science, with plans to complete an MBA focused on Oil & Gas. My long-term goal is to transition into a role that combines finance and energy, supporting companies in the oil, gas, and natural resources sectors through strategic financial guidance.