Decades of providing loan facilities to construction, aerospace, medical, real estate, manufacturing, distribution industries, etc. Versed in locating funding sources for most purposes. Have a wide array of lending options to discuss.. Recommend that the smaller community and local banks offer better service, quicker loan decisions and a sincere interest in helping their COMMUNITY customers achieve their goals.
This multifaceted background contributed to many long-term relationships where a mutual trust was the center piece of the relationship. Straightforward communication is critical to develop trust on both sides of the table.
* Experienced in: construction, contracting, manufacturing, medical, distribution, legal & professionals, aerospace, sports & education.
* Offered: lines of credit, cash management services, term (equipment) loans, Int'l Letters of Credit, Merchant credit
card processing and typical checking account products. Familiar with SBA financing.
* Timely communication with CLIENTS senior leadership, including CEO, CFO & COO , to outline goals, pitfalls to reaching them, success and failures of the company operations. DON'T HIDE IT FROM YOUR BANKER!
* Upon Retirement after 39 years, joined a new Bank Board of Directors in Phoenix. Served in many senior board capacities, including Chair of Loan Committee..
* Have enjoyed nearly 6 years of volunteering with SCORE and assisting over 800 clients passionately managing their business activities as to the best of their experience and knowledge. BUT, "we don't know what we don't know" so
REACH OUT TO THOSE MORE EXPERIENCED AND GAIN FROM THEIR MISTAKES. CONTACT ME!