Experience

Tony is the Director of Business Development in Citrin Cooperman’s Business Process Outsourcing Practice, based in California. Since joining in 2015, he has specialized in business process outsourcing, bringing over 24 years of experience to his work with privately held business owners. Tony’s deep knowledge of finance and commercial underwriting has made him an invaluable consultant to middle-market clients, helping them navigate complex business challenges and achieve strategic growth.

Before joining Citrin Cooperman, Tony had a successful career as a commercial banker. He began in 2001 with Comerica Bank, where he completed the bank’s rigorous rotational credit training program and was promoted to Corporate Banking Officer by 2003. He served clients in San Diego, Phoenix, and Orange County, building a reputation for strong relationship management and strategic financial insights.

In 2003, Tony joined Commercial Bank of California in Costa Mesa as a Vice President and Relationship Manager, one of only 17 team members at the newly established bank. Later, he returned to San Diego in 2011 as a Managing Director with Opus Bank, where he became a top producer from 2012 to 2014. Throughout his career, Tony has maintained a strong focus on supporting middle-market, privately owned businesses across Southern California.