When I began my career, all I ever wanted to do was be a valued contributor and build strong relationships. Little did I know, by making one decision almost 15-years ago, it would have a lasting impact on my career and lead me to where I am today.
Joining Jason at California Bank & Trust was a pivotal moment in my life and I am forever grateful for his mentorship and belief in me. I’ve learned so much from Jason over the years, but a few of the things I value most, are his compassion and understanding. In my experience, these are rare traits in a leader and it is apparent in the culture Jason has created at PFC. So, when Jason recruited me 5 years ago, it was easy to make a difficult decision and leave banking. I am excited for our future and couldn’t be more grateful to work with such amazing people.
I am honored and humbled to take over as President of Primary Funding and I look forward to building on the legacy established by Patricia Burns and carried on by Jason.
My goals as President are relatively simple: Continue to embrace the company’s core vision and values. Live by our guiding principles. Carry on our tradition of caring about our clients’ growth and success.