✨ My Background
I’ve spent over two decades helping banks, founders, and entrepreneurs grow by turning complex financial needs into lasting, profitable partnerships. From Entertainment Banking at City National Bank to Private Banking at U.S. Bank to Specialty Banking at Banc of California and now at JPMorgan Chase, I’ve been repeatedly recognized for my achievements, including President’s Club, Pinnacle Award, Top Performer, and revenue leader.
I don’t just manage relationships — I build ecosystems of trust, strategy, and growth that compound year after year. My success is based on listening closely to clients, understanding their unique industries, and designing tailored solutions that go far beyond off-the-shelf products.
🔑 Why Interview Me?
- Proven Track Record
I have ranked as a top performer across multiple institutions, regularly surpassing production goals in deposits, lending, and new client acquisition. At Banc of California, I was recognized with the President’s Club honor while consistently outperforming peers in revenue growth. Beyond the numbers, I’ve shown resilience through market cycles, proving my ability to deliver results in both expansion and downturn environments. - Versatile Expertise
My career spans private wealth, commercial real estate, entertainment, startups, and lower-middle market businesses — giving me a 360° view of client needs across industries. This range allows me to translate insights from one sector into innovative solutions for another, creating new pathways for growth. I’ve worked seamlessly with underwriters, product specialists, and investment teams, giving me fluency in cross-functional collaboration that scales impact. - Trend Spotter
I bring a unique blend of traditional finance expertise with an early adopter’s eye on Web3, AI, and emerging technologies. I’ve positioned myself not just as a banker, but as a forward-looking advisor who spots shifts in client needs before they hit the mainstream. By staying ahead of the curve, I can help organizations future-proof their revenue strategies while still anchoring them in proven fundamentals. - Connector
Over my career, I’ve built a network of 8,900+ high-value professional relationships on LinkedIn, particularly within the Los Angeles business and investment community. These are not surface-level contacts — they are trusted connections built through years of collaboration, partnership, and shared success. This allows me to open doors quickly, broker introductions with credibility, and accelerate opportunities that others simply cannot access.
💡 FAQ
Q: What makes me different from other candidates?
A: Many can sell products — few can consistently earn client trust while outperforming peers year after year. I bring a track record of exceeding expectations in deposit gathering, loan origination, and strategic client growth. My difference lies in blending analytical rigor with genuine relationship management — I don’t just close deals, I create repeatable client loyalty that compounds revenue long term.
Q: Which roles are your skills transferable to?
A: Beyond banking, my experience positions me well for:
- Senior Relationship Manager — managing complex client portfolios in financial services, real estate, or startup ecosystems. My history of success in private banking and specialty finance means I can adapt to virtually any high-touch environment.
- Chief Revenue Officer — scaling growth organizations by building teams, developing client pipelines, and executing strategies that drive measurable top-line results.
- Business Development Executive — expanding revenue streams for fintech, AI, or other technology-driven companies, where client education and trust are as critical as product.
- Brand Ambassador — representing companies in luxury, financial, or emerging industries where reputation, credibility, and storytelling drive adoption.
- Key Client Manager — serving as the bridge between clients and leadership in sectors that depend on strong, enduring relationships to succeed.
Q: Where can I see more of your work and thought leadership?
A: For deep-dive articles on finance, AI, and relationship management, visit UrBizRM.com. At CraigIsaac.com you’ll find a detailed portfolio of my work, insights, and professional highlights. For perspective on where finance and innovation intersect, explore TradfiOG.com – Traditional Finance Original Generation, where I write about the evolution of traditional finance in the age of disruption.
🚀 Invitation
Whether you’re building a banking team, a startup sales force, or a client-focused growth culture, I bring a mix of legacy expertise and future vision. I’ve thrived at every level — from boutique firms to national banks — and I’m ready to help you drive measurable growth in your next chapter.
📞 Let’s set up an interview today.
Tradfi OG 