Community & connections
- Leadership Palm Beach CountyEngage, Class of 2026
- ABA Stonier Graduate School of BankingGraduate
- The College of New JerseyBS, Finance
- ABA Commercial Lending SchoolFormer board member
Conversations I enjoy
I’m glad to join panels, podcasts, classrooms and community groups on topics like these:
- From teller to executive. Building a banking career one role at a time, starting part time behind the counter.
- How lenders look at a business. A general, educational look at how commercial bankers think about cash flow and risk.
- Both sides of the table. What serving as a CFO taught me about working with banks.
- Mentorship. Helping students and early-career finance professionals find their footing.
- Writing Everyday Millionaire. Lessons from the businesses and people I’ve known.
Invitations: please reach out on LinkedIn with the date, audience and format.
Any professional appearance is subject to my employer’s policies, and I speak only for myself.
Mentorship
My first job in banking was as a part-time teller at Commerce Bank (later TD Bank). People along the way took time to explain things to me, and I try to return the favor. If you’re a student or early in a career in banking or finance and would value a conversation, LinkedIn is the best place to start.