Many companies are realizing that creating a relationship with a bank is easy - it's creating a relationship with a banker that's the trick. I customize strategies for your business that will matter when YOU need them the MOST. Business banking and loan strategies are critical, and it can be hard to find a bank that will value your company today and tomorrow. Comerica Bank approaches business owners in a different way, a personal way. I can put solutions in place that will improve the collection of your cash flow and prolong the disbursements of your payables. Control over your financial position combined with a strong relationship increases your visibility in the marketplace. At Comerica, we listen to the client and tailor creative and innovative solutions that fit the particular needs of our clients as opposed to a “one size fits all approach”.
4 Years in Private Client Advising for JP Morgan Chase
Personal Service, Follow-up, Depth of relationship, Learning our client's business model, Customized solution to meet our clients' needs, Formally credit trained relationship managers, In-office credit decisions
Commercial loans including real estate, lines of credit, equipment loans, construction lending, business expansions, partners buy in / buy out. Additional specialties include, treasury management solutions, SBA 7(a), SBA 504, Export Working Capital Loans, International Trade Export Loans and portfolio management
Owner-Operated companies in Manufacturing, Distributing, Warehousing, or B2B Servicing in DFW. Generally, 80% of my portfolio are businesses with at least $1MM-5MM in annual credit needs for short-term or long-term capital.
Dallas Bar Association, Texas Society of CPAs, Greater Dallas Taiwanese Chamber of Commerce.