Rachel Fitzpatrick

Managing Director at SVB Private Bank, a Division of Silicon Valley Bank

Role
Managing Director at Svb Private Bank, a Division of Silicon Valley Bank at Silicon Valley Bank
Location
Denver, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Rachel Fitzpatrick

I originate private bank lines of credit secured by various asset classes. My job is the best and most fun in our firm, and for SVB Advisors in multiple states across the mountain state region who serve top-tier clients, the value I provide speaks volumes. Working closely with Advisors and clients, I craft customized lending solutions that can smoothly and painlessly answer their most challenging requirements and time frames.WHAT DO I BELIEVE?• Clients with significant wealth can benefit from the concept of leverage – whether they want to secure financing for a yacht, ranch, airplane, fine art, vineyard, commercial or recreational real estate. Often, I “advise the Advisor” on the merits of leverage.• Clients deserve white-glove attention. As a product specialist for the past ten years, I’ve built an exceptional network of risk partners and underwriters. We demand a lot from ourselves because clients demand superior outcomes and experiences from the firm.• My honesty, integrity, approachability are at the foundation of my offering. In each lending scenario, I do my very best and do what I say. “Dropping the ball” is not an option.• Advisors trust my diligence and performance – and that of our partners. By pulling together flawlessly in a productive effort, we satisfy client’s requirements and bolster the client-Advisor relationship.SPECIAL SKILLS:• “Dropping everything” – when a client or Advisor needs me. I have a full tank of gas, a packed suitcase, and a get-it-done attitude. My job is “5-9”, in any time zone.• Managing for long-term trends and handling the smallest details. I excel at needs and financial analysis, reporting, regulatory compliance, project coordination, operations, sales and relationship management.• Sharing a client’s ambitions and inspiring others to do the same. Advocating for clients and sharing in the “why” behind the transaction.• As a strategist and pragmatist, my focus is to increase efficiency and lower costs.

Experience

  1. Managing Director at Svb Private Bank, a Division of Silicon Valley Bank

    Silicon Valley Bank

    Jul 2022 — Present · Denver, CO, US

Education

  • Webster University

    Master's Degree, Business Administration

    2006 — 2008

  • Colorado State University

    Certificate, Project Management

  • University of Phoenix

    Bachelor's of Science Degree, Business Management

    2002 — 2004

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Rachel Fitzpatrick — Managing Director at Svb Private Bank, a Division of Silicon Valley Bank at Silicon Valley Bank in Denver, CO, US | Unifers