During my 30-year career in banking, I have continually took on roles with increasing responsibility. I worked my way through the Retail Branch network as a Branch Manager and Regional Manager. I then honed my business acumen in the commercial lending arena where I started as a commercial lender before receiving promotions to Team Leader, Regional Leader and Market Executive.

I have had the privilege of helping literally thousands of business owners in a variety of industries. During that time, I have reviewed tens of thousands of financial statements, was a voting member of senior loan committee, and had $1.5 million in personal signature authority for commercial lending.

I honed these skills in the Baltimore-Washington region before launching my online consulting business that reaches clients nationwide.

I stay involved in my community and have served on various non-profit boards. I am the past Board Chair of Leadership Anne Arundel and an active member of my local church.

My Why: I love to help others reach their God-given potential

Whether I was waiting tables to put myself through college or leading high-performing teams in the corporate world, I’ve always loved helping and serving people.  People give me energy, and engages my passion to see them succeed….in business and in life!

My What includes my Faith, Family, Friendships, Fun, Finances, My Firm, and Fitness.

 My How is being a Mentor/Teacher/Coach.  I value adventure, optimism, and achievement.

Loan Consultant, Patrick Shurney
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