Working in the financial services industry since 2016
Responsible for consulting with and assessing strategic needs of middle market companies with revenues of $50M to $1B+ and delivering integrated financial solutions including treasury, lending, leasing, F/X, trade services, and debt capital markets
Assists clients with cash flow lending, asset-based lending, equipment finance, owner-occupied real estate lending, treasury management, corporate and purchasing cards, merchant processing, wholesale trade and F/X
Education
University of Pennsylvania, Wharton School of Business, MBA
