Director, Premium Finance
CapitalSource Inc. is a commercial lender that provides financial products to middle market businesses and offers depository products and services in southern and central California through its wholly owned subsidiary CapitalSource Bank. As of September 30, 2009, CapitalSource had total commercial assets of $10.4 billion and $4.4 billion in deposits.
Providing executive level services for business and personal succession capital management, "that portion of excess capital that will succeed or transfer to another owner in the future". Working with diverse high value clientele to develop succession funding and planning strategies. Member of the Association of Advanced Life Underwriters, the leading legislative and technical arm of the life insurance industry, where I serve on the Business Insurance and Estate Planning Committee. Specialties: Sales and operational management, distribution channel management, strategic analysis and plan implementation/execution, financial services, life insurance, property and causality insurance, banking and finance, trade finance.
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