1st Capital Bank, President and Chief Executive Officer, Regional President, Chief Operating Officer
Managerial and leadership responsibility for a publicly-traded community bank. Responsive to the Bank's full range of constituencies, including clients, shareholders, regulators, employees, and communities served.
American Perspective Bank, EVP/Chief Financial Officer, Chief Operating Officer, Director, Founder
Key individual in the organization, initial public offering, and successful operation of a publicly-traded community bank.
Rabobank, N.A., EVP/Chief Administrative Officer
The primary role focused on evaluating, negotiating, closing, and integrating acquisitions. Also performed managerial duties for finance, accounting, marketing, and human resources functions.
First Bancshares, Inc., EVP/Chief Financial Officer
Responsible for accounting, finance, treasury, regulatory reporting, investment and liquidity portfolios, and tax activities for a publicly-traded community bank.
Monterey Bay Bancorp, SVP/Chief Financial Officer, Treasurer
Responsible for accounting, finance, treasury, regulatory reporting, investment and liquidity portfolio, and tax activities for a publicly-traded community bank that was an SEC Registrant.
- MBA, Berkeley, University of California, Berkeley, California
- BBA, William & Mary, Williamsburg, Virginia
- Continuing education throughout career via various professional organizations, including the Financial Managers Society and Western Independent Bankers.