Banking

"Good Banking is produced not by good laws, but by good bankers."
— Hartley Withers, prominent British financial journalist around the turn of the 19th century

I have been at the helm of four community banks as the CEO. I feel fortunate to have participated in leading banks within the industry during both times of economic expansion and as well as times of turbulent change. I am also grateful for the experiencing all life phases of a company, having started, grown, turned-around, merged, and sold financial institutions.

As the financial landscape changes, I look forward to experiencing the innovation created by new FinTech entrants involving crowdfunding, cryptocurrency, and the blockchain revolution. I plan to be an active participant for the exciting times that lie ahead for the global economy and the ensuing ride of change.  

 


Banking, a Sea of Change

The world of banking is ever growing and evolving, and we’re not just talking about here today and gone tomorrow fads. With the consistent introduction of varying potential FinTech revenue streams and distribution channels, the opportunity for profit grows, but so does the financial complexity and risk. Navigating the often-foggy landscape in a regulated world of banking is challenging but also rewarding.  The C change of crowdfunding, cryptocurrency, blockchain, instantaneous settlement are challenging the global economic order.  I look forward to the change and navigating through the process.

 

Core Expertise

  • Strategic planning
  • Investor relations
  • Team building
  • Marketing
  • Regulatory relations
  • Mergers & acquisitions
  • Financial engineering
  • Capital augmentation
  • Mergers & acquisitions
  • Public relations
  • Community outreach
  • Compliance

CEO/PRESIDENT ROLES

The Bank of Oswego 
Lake Oswego, OR  9/14 to present

The Bank of Alameda 
Alameda, CA 1998 - 2014

East County Bank 
Antioch, CA 1997

Lamorinda National Bank 
Walnut, CA 1995 – 1997


OTHER ROLES

  • Chief Credit Officer
  • Compliance Officer
  • BSA Officer
  • Security Officer
 
Private luncheon with FED Chairman Ben Bernanke

Private luncheon with FED Chairman Ben Bernanke