Vice President | Relationship Manager
Joe is responsible for growing and building relationships with our clients to help them reach their financial goals. Joe was recruited by First Western Trust in January 2014 as an underwriter before his promotion to his current position in 2015. Before First Western Trust, Joe worked as a credit analyst with Wells Fargo in their Denver Energy Office, underwriting credit facilities in excess of $800 million. After Wells Fargo, Joe was a senior underwriter with US Bank, working on middle market loan commitments for both D&I and C&I customers. Joe’s diverse credit background allows him to provide his clients with the guidance and knowledge they need to be successful in growing their businesses and preparing them for the future.
Joe’s current clients include oil & gas development firms, both sellers and buyers involved in multi-million dollar merger & acquisition (M&A) transactions, local Colorado taxation and metropolitan districts, manufacturing companies, mid-market information technology (IT) firms, and mid-market commercial real estate developers.
Before Joe’s commercial banking career, Joe owned and operated a Colorado-based consulting corporation. The company employed twelve people and generated annual revenues in excess of $5 million with a client list of 1,300 families.
Getting to Know Joe
How does your involvement with the community fulfill you?
Some of my son’s 1st-grade classmates are not as fortunate as my son. My wife and I give a significant amount of our free time to help raise funds to assist children that are in need.
What is your most treasured possession?
I have a business folio that belonged to my grandfather that I still use.
What person, living or deceased, would you most like to meet?
John Lennon
Credentials
- Degree in Accounting from the University of Colorado, Denver
- NMLS ID 1392268
Involvement
- Denver Chamber of Commerce Education Committee, Member
- Denver Public Schools (DPS), Fundraiser for neighborhood schools