With over 15 years of experience in commercial banking, I am passionate about helping businesses thrive and achieve their financial goals. I help business owners navigate through economic uncertainty by offering customized banking and financial solutions tailored to their business and cashflow needs to help them expand and grow.
As a commercial banker at First Citizens Bank, I work with a diverse portfolio of clients across various industries, providing them with customized credit solutions, portfolio management, and financial advisory. I leverage my MBA in Finance and my skills in credit analysis, risk management, and relationship building to deliver optimal results for both the bank and the clients. Previously, I was a senior commercial relationship manager at BMO U.S. and Wells Fargo, where I successfully managed and grew several large and complex accounts, generating significant revenue and customer satisfaction. I am also fluent in Chinese, which enables me to communicate effectively with international clients and partners. I am committed to excellence, integrity, and innovation, and I look forward to collaborating with a dynamic and diverse network of influencers in the professional business community.