At BMO Bank, I manage existing nonprofit, healthcare, and private higher education clients while developing new business and cross-selling. I was the #1 referral agent to Global Asset Management in 2021–22 and serve on the Salesforce advisory council for the commercial bank.
Earlier, I helped raise $50 million toward a $150 million campaign to build three Catholic high schools in San Diego, and at JPMorgan Chase I supervised a team of nine financial analysts. My banking work has included relationship management, credit underwriting, loan structuring, and sales across nonprofit, healthcare, higher education, and government sectors.
