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Work experience

Nov 2015March 2016

Account Executive

Kapost, Boulder CO

Implemented with my SDR a 3 touch email campaign to target companies resulted in 21 opportunities. 4x pipeline. Closed 3 deals in 90 days due to, Marketo and Linkedin.

Jan 2014Oct 2014

Business Development Rep. 

Kapost, Boulder, CO

Produced over 175%of quota. Used analytics from Marketo,, LinkedIn Navigator to put call/email campaign strategy in place. Developed Nurture tracks and persona based marketing campaigns and programs which Increased lead flow 3x

Aug 2013Apr 2014

Business Relationship Manager

Wells Fargo Bank, N/A, Business Banking Group Boulder, CO

Managed a portfolio of $10mm in deposits $35mm in loans for Boulder County businesses with revenues up to $60mm. Cross sold bank's products. Added 200 hours of additional bank training. Increased revenue in current portfolio by $5mm in deposits and $8mm in loans

Feb 2012Jul 2013

Vice President-Small Business Banking

Bank of America, Orange County, CA

 Relationship Manger with a portfolio(manufacturing, bio tech, tech, health care industries) of $25mm in credit/deposits. Cross sold bank's products, Added 100 hours of bank training Achieved over 300% of goal($10mm/$3mm in loans/deposits by utilizing partner network) Managed office of 7 bankers. Trained 50 personal bankers., Set meetings, goals, personal growth metrics for team.

Feb 2010Feb 2012

Commercial Loan Officer

Wells Fargo Bank, N/A, Business Banking Group

Fully Credit Trained.  Srategically prospected, identified, acquired new B2B relationship through LinkedIn connections, cold calls, and local events. Produced $12mm in new loan origination for bank in first full year. Managed all phases of the sales life cycle, including interviewing prospective applicants, product knowledge, cash-flow analysis, bank policies, loan structures and documentation.

Nov 2007Feb 2010

Senior Account Executive

Envision Capital Group, LLC

Established commercial equipment leasing brokerage with 5 others from Balboa Capital. Produced 130% of benchmark goals for 2007 and 2008; Created 15 different funding relationships' based on bank's credit guidelines.  Mentored, and facilitated Junior AE's through six-month training program; pricing strategy, and accounting principals.  Manage each lease/loan transaction through entire cycle: prospecting, analyzing financial data, structuring credit approval, customizing payment structure, coordinating equipment delivery and funding vendors

Oct 2004Nov 2007

Senior Account Executive

Balboa Capital Corporation

Prospected/new equipment lease opportunities. Averaged 125+ calls a day which produced 150% of quota in first sales year. Trained new employees and guided them in personal development. Managed sales team of five in 2006. All 5 hit quota first year. Collaborated with Demand Gen Co-developed a Preferred Vendor Program Campaign through content marketing, digital channels and direct mail.


VP of Sales




Texas Christian University 

B.A. in Business Administration; Major in Marketing and Communication     

Sigma Chi, TCU Lacrosse. 


  • JDRF, Big Brothers and Sisters of San Juan Capistrano, Junior Achievement, Habitat, Boulder Humane Society
  • President’s Club Award 2008, 2009 Customer Satisfaction Award, Top Rookie CLO in Q1($4mm) Q2($3.5mm) of 2011, BREF $2 million Dollar Club 2011
  • Selected 75 out of 50,000 applicants for Remote Year 2015