Sheldon of Santa Rosa’s Summit State Bank wins Forty Under 40 award

Notable Quote: “I’d like to take on a higher level role. I’ve purposely put my career on autopilot while my kids are young. Within the next few years I plan on taking on greater responsibilities which would include managing people and not just loans.”

Other things about me...

Greatest professional challenge:

It was a large, specialized loan I made into a field I was familiar with but a product line I was new at. The credit itself had some hair on it and there we just as many reasons to do it as to not do it. Because it was a very large loan I needed the buy in of many people. I worked on it for nearly nine months and finally closed it. I learned A LOT in the process.

Best advice received:

You can only do what you can do. This advice was from the late Dave Brown. I was very stressed with not having enough hours in the day to finish everything that was in front of me. I pull this out when I need to be reminded to turn off for the day.

What does your mom or dad brag most about you?

From a young age they knew I would ?be successful and i was bound and determined to put myself through college.

Quick Takes

Buzz word from your industry you hate the most:

Customize Solutions

Typical day at the office:

Responding to customer needs, an outside site visit at a borrower or perspective borrower’s business, some amount of financial analysis, negotiating terms internally or externally. Not all in the same day and every day is different!

#1 thing you want to accomplish by the time you turn 40:

Time is not on my side here. I set a goal for myself this year to do my first official road ?bike “race”.