Small Business Relationship Manager
In my role as a Small Business Relationship Manager, I help Small Business grow by providing them with financing and deposit products that support their growth plans. My six years of experience as a business financial analyst specializing in business valuation and litigation support for domestic seafood processors and other local businesses and 3 years as an Assistant Portfolio Manager at a local investment management practice has provided me with some unique insights on how to help businesses grow.
Supporting the community is important to me so I volunteer at events like Hogs for the Cause, Hunters for the Hungry, Los Islenos Heritage Festivel, the Mid-City Neighborhood Organization and Ducks Unlimited.
My answer to the age-old question of “What do you do” is to guide the growth of businesses in my community by providing sound guidance towards making prudent borrowing decisions…. Now let me tell you why I do it.
In a word, “Impact”. I have had the privilege to support company employees on their way to become company owners, launch a business plan into reality, and invest in a company’s decades-old story of continued success. All of this happened in the community I live in with people I personally know and trust.
If you are interested in finding out how I can assist you in your banking needs, please reach out so we can get to know each other and I can share the ways Fidelity Bank and I can serve you.
Fidelity's Mission: HERE FOR GOOD At Fidelity, our mission is to remain the long-term institution of choice in the marketplace. We seek to continually improve and enhance our rich heritage of over 100 years. "Here for Good" means helping families and businesses thrive in the communities we serve.