Trevor Cates's Linkedin Analytics

I have over 25 years of combined experience in business leadership and banking. I spent 20 years in the retail industry as a District Manager, Director of Operations, and Store Manager running multi million dollar businesses and leading large teams. That experience gave me a strong understanding of operations, profitability, and growth that I now bring to my clients in banking. For almost 6 years I have worked in banking as a Vice President and Business and Personal Banker. I help individuals, families, and businesses with credit, risk management, and financial solutions that support both short term needs and long term growth. I also earned my Commercial Banking and Credit Analyst (CBCA®) certification to strengthen my skills in credit analysis and commercial lending. I chose to invest in myself because I believe in always growing and making sure I have the knowledge needed to help my clients succeed. I listen first and then design strategies that make sense. Whether it is helping a family plan for the future or providing financing to help a business expand, I focus on being a trusted partner who understands challenges and delivers solutions that work.