Commercial Services Leader
I often shared in past that I am an entrepreneur trapped in a bankers' body but after 10+ years working for the big banks I still need to find a clever tagline to capture that essence. I am passionate about working with businesses of all shapes and sizes and my aim is to both learn from our members but more importantly add value for them and my team. I have experience operating my own businesses in past as well as living and working overseas. Outside of work you may find me in my garden, reading or hanging around with my two young sons.
Small Business Advisor
As a Small Business Advisor at Pathwise, I assist our small business members in their day to day banking needs, and offer advice and guidance regarding loan and mortgage products. I also assist our small business owners in reaching their personal financial goals. Looking for an investment mortgage I can assist you with that. I have been working within the credit union system for over 33 years & 18 years with Pathwise in a variety of roles.
Commercial Service Representative
I have a Bachelor of Science in Business Administration with a major in Banking & Finance. As well, have over 10 years of experience in Business Administration and Banking . I’m passionate about my role at Pathwise Credit Union. Being one of the newest members in the team, I’m looking forward to helping our business members with their path to financial success.