Ms. Mathis joined Fieldpoint Private in 2021, bringing 11 years’ banking experience to the firm. Having dedicated her career to private banking, her financial acumen covers a breadth of expertise in credit analysis, underwriting, processing, risk mitigation and lending. Ms. Mathis began at Fieldpoint Private as a banking associate, advancing to private banking lending advisor and then to Managing Director/Senior Private Banker.

Ms. Mathis served eight years as an assistant vice president, senior lending solutions officer at Truist (formerly SunTrust). Prior to that, Ms Mathis was a customer service representative at Fifth Third Bank. She has consistently proven her comprehensive knowledge of the banking industry having received numerous achievement awards throughout the years including top customer service representative, top financial services representative, and top senior personal banker.