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February 27 from CNN Money Small Business
- They're getting cash, free products, and YouTube-famous
Category Archives: Capital‐Movements
Bellwether Enterprise Real Estate Capital, LLC welcomes commercial real estate veteran Doug Taylor as Senior Vice President in Irvine, California. In his new role, Taylor will be actively involved in the origination of multifamily and commercial real estate debt financing throughout the United States.
Throughout Taylor’s career, he has originated more than $3.0 billion in commercial loans nationwide and has been recognized as a top producer, exceeding $500 million per year on several occasions.
Before joining Bellwether Enterprise, Taylor served as SVP for Capital One Multifamily Finance, where he was in charge of commercial loan originations across the country. With Capital One, he produced over $150 million in the last 12 months.
Prior to that, he was Senior Vice President at Walker & Dunlop and was also the Director and Senior Loan Officer for Deutsche Bank Berkshire Mortgage. He also held top leadership roles at Berkshire Mortgage Finance, and Bankers Mutual.
Vantage Financial is pleased to announce that Brian Bagley has joined the business as Managing Director – Midwest. In this capacity, Bagley will lead Vantage’s business development efforts in the Midwest. He will be based at the company’s office in Minneapolis, Minnesota.
Bagley has more than 12 years of experience in the finance industry. Throughout his career, he has gained a wide range of expertise, including in financial reporting, accounting, strategic planning, and financial analysis.
Prior to Vantage, he served as Chief Financial Officer, Outsourcing Solutions at CliftonLarsonAllen, a company that provides customized short- and long-term finance and accounting solutions.
Previously, he held several senior financial leadership roles, including Chief Financial Officer at N’compass Solutions, Inc. and All in One Accounting. In addition, he worked at Target Corporation, Enventis Telecom, and Comdisco.
Unity Bank announced that it has promoted Debbie Godt to SBA Business Development Manager. In her new role, Godt is responsible for the bank’s growing SBA lending portfolio within the federal financing program. She previously served the bank as Vice President/SBA Business Development Executive.
Before that, she held business development roles with Temecula Valley Bank, Washington Mutual Bank and Johnson-McClean Technologies. She also worked as a Certified Public Accountant with a Big 5 accounting firm.
“Debbie deserves much of the credit for the growth of our SBA portfolio so this promotion is well deserved,” said Unity Bank President and CEO James A. Hughes. He disclosed that, “She has helped us build strong referral relationships throughout our SBA service area. We are committed to providing the communities we serve with a growing SBA program that provides our shareholders with a strong return on their investment.”
Capital Growth Solutions (CGS) is pleased to announce that Vincent “Vinny” Muratore has joined the company as a Member of the Board and Executive Vice President. In this capacity, Muratore will be adding a new dimension of 504 origination and servicing, as well as assisting in the continued expansion of CGS’s “back room” services of credit, training, servicing and liquidation of 7a loans.
Prior to CGS, Muratore served as Regional Director at Florida First Capital Finance Corporation, where he focused in assisting lending partners and small business owners with the company’s SBA 504 Loan Program.
Before that, he served as Regional Director for Zions Bank in the State of Florida and Mid-Atlantic Region. He also was a Founding Director of Flagler Bank, a former Director of GulfCoast Business Finance and a former Vice President of SBA Lending at Comerica Bank.
Customers Bank announced that Kendro Benjamin has been appointed as Director of the bank’s SBA Division. In this capacity, Benjamin will specialize in all types of SBA 7(a) and 504 lending for Customers Bank, as well as help in educating internal and external customers on SBA guidelines and procedures.
Benjamin started his career in the banking and finance industry in 2002. He comes to Customers Bank from the New York Business Development Corporation, where he served as a Regional Community Loan Program Manager.
Previously, he served as Director at Biz2Credit, LLC for more than two years. Before that, he held various leadership positions at Savoy Bank, Sovereign Bank, JPMorgan Chase, and Commerce Bank.
Customers Bank is excited to have Benjamin on board. “He is very accomplished and skilled in SBA lending, and I am looking forward to all that we will be able to accomplish with him as a member of our team,” stated Kevin Gallagher, Senior Vice President/SBA National Director.
Generations Federal Credit Union announced that Ken Raymie has joined the institution as Vice President of Member Business Services. As VP, Raymie will oversee all aspects of the credit union’s Member Business Services department, including loan and deposit product development, member acquisition, and credit administration.
Previously, he held various top leadership roles at KeyBank, TransPecos Bank, Broadway Bank, and RBS Citizens. He also worked as an Associate National Bank Examiner at the U.S. Treasury Department.
According to Clay Thompson, Chief Lending Officer at Generations Federal Credit Union, “Ken is an essential addition to the Generations team and brings a tremendous depth of knowledge and experience to our commercial lending department.” He added that, “Ken’s skill set will enable us to build on the positive momentum in our Lending department and the credit union as a whole.”
TD Bank has promoted Rachel Wilner to SVP, Regional Vice President for the Delaware and Chester County region. In her new role, Wilner will be responsible for overseeing all of the bank’s commercial and business banking teams, and partnering with colleagues in retail, commercial and government banking to serve commercial clients and community organizations. She will be based in Devon, Pennsylvania.
Before being employed at TD Bank, she served as Vice President of Business Banking at MIT Bank, where she originated $5.4MM in new loans, $3.6MM in new checking and savings deposits, and $11M in treasury service fees for 2009.
Previously, she worked at Chase Manhattan Corporation for five years. During her tenure, she ranked #6 in overall performance for 2003 out of 345 Small Business Relationship Managers and accomplished 143% portfolio growth in 2005.
Wells Fargo announced that company veteran Steve Sloan has been named Commercial Banking division manager for the Southern California region. In his new role, Sloan will lead a team of bankers who are based in downtown Los Angeles, Century City, Woodland Hills, and in Ventura and Santa Barbara counties.
Sloan has more than 30 years of experience in the financial services industry. He joined Wells Fargo in 2011 as a Regional Vice President of the Los Angeles Central Regional Commercial Banking Office.
Prior to joining Wells Fargo, he worked at City National Bank for more than 26 years, where he last served as Senior Vice President and Corporate Banking Manager. His experience includes commercial banking, credit analysis, and portfolio management.
Wells Fargo disclosed that Sloan’s appointment will help the company meet the growing demand for financial services from local middle market and mid-market companies across the Southland. His appointment represents the company’s commitment to growing its Southern California client base.
Missouri-based Bank Star One is pleased to announce the promotion of Jeff Welsh to Executive Vice President and Chief Credit Officer. In his new role, Welsh will oversee lending activities of the three state-chartered banks of BancStar, Inc. Directors of the bank also elected him to the bank Board.
Welsh has 27 years of banking experience as a commercial lender in the Lake of the Ozarks region. He joined Bank Star One in 2012 and served for two years as Market Manager for the bank’s branches in Fulton and New Bloomfield.
According to Chief Executive Officer, Joseph C. Stewart III, “Since joining Bank Star One, Jeff has been a great asset to our organization. Jeff’s skills will be utilized at the corporate level to help manage lending activity at all of our banks.”
In addition to his banking career, Welsh is actively engaged in the local community. He served on the Board of Directors of the Mid County Fire Protection District in Camdenton, Missouri for 10 years. He was also recently elected to service on the board of the Tri-County YMCA in Osage Beach.
Indiana-based Salin Bank announced that Matthew K. Maher has joined the family-owned business as Vice President, Credit Manager. In his new role, Maher will support the bank’s Commercial Banking division by providing objective analysis of the financial condition and credit worthiness of commercial banking credit opportunities.
Prior to joining Salin Bank, Maher served as Senior Portfolio Manager with BMO Harris N.A. He was in charge of a team of six portfolio managers and analysts located in three different locations and serving as a liaison between business lines and credit.
In addition, he was a Financial/Risk Management Analyst for HDG Mansur Group, LLC in Indianapolis, where his responsibilities included providing real estate investment services to high-end clients, as well as managing a $1 billion fund. He also worked as a Financial Consultant at A.G. Edwards & Sons in Kokomo for five years.