Relationship-driven banking professional managing portfolios of Emerging Middle Market (EMM) companies and high-net-worth (HNW) C-suite clients. I specialize in driving revenue and deposit growth, strengthening client retention, and collaborating across credit, treasury, and wealth teams to deliver tailored financial solutions.
Experienced in onboarding, regulatory compliance (KYC, AML, OFAC, EDD), and associate mentorship. Known for high-touch service, operational follow-through, and representing the bank at executive-level events. Bilingual in English and Spanish, with a strong commitment to client partnership and continued growth within a development-focused banking culture.More...