Gender

Male

Location

Havertown, PA

Birthday:

November 24

About me

Financial services executive and strategist with expertise in commercial credit and lending, relationship management and high net worth markets. Integrates an in-depth understanding of specialized credit practices that deliver the highest level of value to private banking/wealth management clients, along with strategic and innovative thinking and excellent communication skills. Proven ability to capitalize on market opportunities to drive revenue, capture market share and optimize shareholder value. Credentials include the underwriting of more than $1billion in approved loans to high net worth individuals and/or their corporations / partnerships, and the design and delivery of a unique technology solution and service that efficiently manages and monitors collateral risks in challenging and shifting markets.

Company

Strategic Solutions Advisors

Title

Managing Partner