JPMorgan Chase

I am a business banker. I have 27 years experience in financial services industry ranging from branch manager to financial advisor and business banker. Today I have 13 years in business banking serving the local community, 7 years with JPMorgan Chase as a business relationship manager. I help businesses save time and money and improve their business banking.

JPMorgan Chase is one of the top financial institutions in the world. We cater to high value business owners. Our footprint has expanded to 48 states excluding Alaska and Hawaii. Our technology and online services are second to none. Our culture creates happy teammates especially In California where we took the top spot for JD Powers banking satisfaction study.

I manage business clients banking relationships bringing the community bank feeling to the big banks by providing professional 1 on 1 service to meet all their business banking needs. I am their go to person to help with any questions or issues that arise to ensure they have a great experience banking at Chase. I review clients business banking relationships offering a suite of cash management products and online services to help save time and money and improve their banking. I am an expert in business lending helping clients understand, obtain and build business credit. I help with working capital lines of credit, equipment loans, commercial real estate loans, startup loans, large limit credit cards etc. I am an expert in electronic money movement and merchant services helping clients understand and process credit card payments.