How I can help you

I can assist small business owners gain access to capital.  With over 17 years of lending and banking experience, I try hard to understand the wants, needs and expectations of each business owner I meet with and can marry that knowledge with my knowledge of what banks are requiring for certain loans (which changes from time to time) and come up with solutions that produce results.  That includes loans guaranteed by SBA.   

Areas of Expertise

  • Business Finance & Accounting

Industry Experience

  • Banking, Finance & Insurance
  • Accommodation & Food Services
  • Retail & Wholesale Trade


California State University of Northridge

B.S. Business Administration, with emphasis in Management

Julie Lee

Communication Methods

  • In Person
  • Phone