Morgan Stanley
Managing Director and Region Manager
Jpmorgan Chase & Co. Jul 2009 - May 2010
Area Manager, Business Banking-Rm Channel
Merrill Lynch Sep 2003 - Jul 2009
Vice President and Commercial Banking and Investment Specialist
Jpmorgan Chase & Co. Jul 1997 - Aug 2003
Vice President and Manager, Commercial Banking Group
Wells Fargo Jun 1988 - Jul 1997
Vice President and Senior Commercial Lender
Education:
University of California, Berkeley 1987 - 1991
Bachelors, Bachelor of Arts
Loyola High School 1983 - 1987
Skills:
Commercial Banking Investments Financial Services Portfolio Management Credit Commercial Lending Series 7 Banking Credit Analysis Mortgage Lending Private Banking Cash Management Loans Wealth Management Risk Management Asset Management Mergers and Acquisitions Commercial Real Estate Capital Markets Management Structured Finance Middle Market Fixed Income Securities Due Diligence Investment Banking Equities Series 63 Finance
Heritage Lakes Elementary School Carol Stream IL 1991-1995, Churchill Elementary School Glen Ellyn IL 1995-1997, Hadley Junior High School Glen Ellyn IL 1997-2000
Community:
Donn Moore, Lisa Myers, Karen Link, Steven Blackburn