AMONG CFA MEMBERS
<p><org value="ACORN:2822975628" idsrc="xmltag.org">Capital One Bank</org>: <person>Tom Savage</person> was appointed senior vice president and <location value="LU/us.pa.phldph" idsrc="xmltag.org">Greater Philadelphia</location> market executive for Commercial Banking. Savage will be responsible for building strong relationships with the growing large corporate and middle-market companies headquartered across a territory that includes <location value="LS/us.pa" idsrc="xmltag.org">Pennsylvania</location>, <location value="LS/us.de" idsrc="xmltag.org">Delaware</location> and <location value="LS/us.nj" idsrc="xmltag.org">Southern New Jersey</location>. He is based in <location value="LU/us.pa.phldph" idsrc="xmltag.org">Philadelphia</location> and will report to <person>Ellen Marshall</person>, Northeast regional market executive for Middle-market Commercial Banking at Capital One.</p><p>Savage joins Capital One from <org value="NYSE:TD" idsrc="xmltag.org">TD Bank</org>, where he was team leader for eightyears for the <org>Corporate Banking Group's</org> South Team that spans from <location value="LS/us.md" idsrc="xmltag.org">Maryland</location> to <location value="LS/us.fl" idsrc="xmltag.org">Florida</location>. He was also a principal for nine years at <org>Spire Capital</org>, a private equity firm that invests in the media, communications and business services industries. Savage also has held positions with <org>Fleet Bank</org>, <org>GE Capital</org> and <org>National Westminster Bank USA</org>.</p><p>Savage has a Bachelor of Arts degree from <org value="ACORN:0377089543" idsrc="xmltag.org">Trinity College</org> and a MBA from the <org>Wharton School</org> of the University of <location value="LS/us.pa" idsrc="xmltag.org">Pennsylvania</location>. He is a long-time member of the <org>Philadelphia Chapter of the Association</org> for Corporate Growth.</p><p><org value="ACORN:2822975628" idsrc="xmltag.org">Capital One Bank</org> also announced that <person>Brian Malone</person> has joined its Middlemarket banking team in <location value="LU/us.ny.nyc" idsrc="xmltag.org">New York</location> as vice president. In this role, he will provide lending and commercial banking services to Capital One's middle-market customers in the Northeast. Malone will report to <person>Alan Ackbarali</person>, senior vice president and Metro New York market manager for the Middle-market.</p><p>Malone joins <org value="ACORN:2822975628" idsrc="xmltag.org">Capital One Bank</org> from <org value="Taiwan:5872" idsrc="xmltag.org">HSBC Bank</org>, where he was an assistant vice president in its middle-market commercial bank. His previous roles include serving as a senior underwriter in JP Morgan Chase's <org>Apparel Group</org>, and as account executive and field examiner for CIT Commercial Services. Malone received his B.S. degree from the University of <location value="LU/us.pa.scrntn" idsrc="xmltag.org">Scranton</location>.</p><p>Crestmark: <person>Heath Holdbrooks</person> joined as division president. With vast experience in the industry, Crestmark looks to Holdbrooks' input to continue to expand the <org>Franklin, TN Crestmark Transportation Services</org> office and strengthen the support of transportation companies nationwide. Holdbrooks was also named a company executive vice president, and joined the Executive Committee.</p><p>Holdbrooks comes to Crestmark after a 2011 foray into the world of entrepreneurship when he launched a private consulting firm that focused on helping both transportation and factoring companies in all financial and operational aspects. Prior to that, he worked with <org>Corporate Billing, Inc.</org> (CBI), a wholly owned subsidiary of <org value="ACORN:0021042453" idsrc="xmltag.org">First American Bank</org>, where he began as executive vice president, national sales manager; and moved to president and CEO. While at CBI, Holdbrooks developed and launched multiple accounts receivable programs for the transportation industry in the U.S. and <location value="LC/ca" idsrc="xmltag.org">Canada</location>. Earlier, Holdbrooks worked with <org value="ACORN:1502076046" idsrc="xmltag.org">Compass Bank's</org> Commercial Billing Division as vice president, regional sales manager; and began his commercial finance career with <org value="OTC-PINK:FBFS" idsrc="xmltag.org">Regions Bank</org> as a business development officer specializing in accounts receivable facilities. Prior to that, Holdbrooks worked in configuration management at the Marshall Space Flight Center. Holdbrooks attended both The University of <location value="LS/us.al" idsrc="xmltag.org">Alabama</location> and the University of <location value="LS/us.al" idsrc="xmltag.org">North Alabama</location> where he received his B.S. in business management.</p><p><org>Dwight Capital</org>, a leading real estate lender focused on financing multifamily and healthcare properties, announced that it has launched Dwight Funding, an asset-based lending group in partnership with Ben Brachot and <person>Daniel Basloe</person>.</p><p>Brachot and Basloe join Dwight Funding as managing directors and bring extensive experience in the asset-based lending and receivable finance industry. "We are thrilled to have Ben and Daniel join our team," said <person>Adam Sasouness</person>, managing principal of <org>Dwight Capital</org>. "Under their leadership, Dwight Funding will complement the existing Dwight businesses and support our clients."</p><p>Dwight Funding is a <location value="LU/us.ny.nyc" idsrc="xmltag.org">New York</location>-based commercial finance company specializing in providing working capital solutions to small and mid-sized businesses. Dwight supports entrepreneurs and growing businesses by providing assetbased loans, receivable financing, and other financial solutions structured to suit their clients' unique needs.</p><p>Brachot joins Dwight Funding from FGI Finance, where he oversaw all new business. His experience encompasses originating and structuring transactions in the US, <location value="LC/ca" idsrc="xmltag.org">Canada</location>, and internationally. "I am excited to join the Dwight team in launching Dwight Funding with a focus on top level client support, financing and structuring expertise," said Brachot.</p><p>Basloe is a veteran of Harborcove Financial where he oversaw deal structuring and portfolio management for their debt and equity investments. Prior to Harborcove, Basloe worked at <org value="NYSE:JPM" idsrc="xmltag.org">JPMorgan</org> where he managed operations and supported strategy of a financing derivatives trading desk. "<org>Dwight Fund</org>- ing, through its leadership's experience and processes, is uniquely positioned to focus on lower middle-market companies and support their growth needs," said Basloe.</p><p><org value="ACORN:3495508932" idsrc="xmltag.org">ExpoCredit</org>: <person>Joshua H. Chefec</person> has been appointed to drive new business development for the Northeast region. Chefec, who will assume his position with <org value="ACORN:3495508932" idsrc="xmltag.org">ExpoCredit</org> immediately, will be working from the company's <location value="LU/us.ny.mantan" idsrc="xmltag.org">Manhattan</location> offices. "As <org value="ACORN:3495508932" idsrc="xmltag.org">ExpoCredit</org> continues its upward growth trajectory in response to the global demand for alternative finance solutions, we look forward to having someone of Joshua's caliber spearheading new business in the important Northeast region," said <person>Tyler V. Grady</person>, executive vice president and chief marketing officer for <org value="ACORN:3495508932" idsrc="xmltag.org">ExpoCredit</org>. "His background in finance, including handling asset-based loans of up to <money>$100 million</money>, will bring many advantages to our current and future clients."</p><p>Chefec comes to <org value="ACORN:3495508932" idsrc="xmltag.org">ExpoCredit</org> with a solid background in financial services. Prior to joining this specialty finance group, he served as the assistant vice president for FGI, a <location value="LU/us.ny.nyc" idsrc="xmltag.org">New York</location>-based financial firm. There, his multiple areas of responsibility included formulating and implementing business development strategy in tandem with senior management. Prior to that, he was a sales associate at FGI. He also worked with Morgan Stanley Smith Barney in <location value="LU/us.la.nworln" idsrc="xmltag.org">New Orleans</location> and served as an analyst for <org value="ACORN:1070773562" idsrc="xmltag.org">J.P. Morgan Securities</org> in <location value="LU/us.ny.nyc" idsrc="xmltag.org">New York</location>.</p><p>Chefec earned his Bachelor of Science in management with a concentration in finance at <org value="ACORN:1572344836" idsrc="xmltag.org">Tulane University's</org><org>A.B. Freeman School of Business</org>, where he graduated cum laude.</p><p><org>Far West Capital</org>: <person>Gregg Geil</person> has joined as vice president. He has been brought on board to join the ABL relationship management team. Geil joins the <org>Far West Capital</org> team with more than 28 years of experience managing, most recently working as vice president and senior account executive for <org value="ACORN:3665804962" idsrc="xmltag.org">Crestmark Bank</org> in <location value="LU/us.la.batrge" idsrc="xmltag.org">Baton Rouge, Louisiana</location>. At Crestmark, Geil was responsible for all aspects of managing a $50MM+ portfolio of commercial lines of credit secured by accounts receivable and inventory. Geil joins the <org>Far West Capital</org> team with a strong credit management and operations management background, a trait that will benefit <org>Far West Capital's</org> evergrowing clientele.</p><p><org>Far West Capital</org> also announced it raised more than <money>$150,000</money> through its social impact initiative, Far Reaching. The money raised was donated to <org value="ACORN:0351072750" idsrc="xmltag.org">Grameen America</org>, making it possible for more than 100 entrepreneurial women to achieve their dreams of owning a small business.</p><p><org>Far West Capital</org> launched Far Reaching in 2014 as a means to combine profit and purpose to create as many entrepreneurial success stories as possible - transforming lives and the world through the power of people. With this in mind, Far Reaching partnered with <org value="ACORN:0351072750" idsrc="xmltag.org">Grameen America</org>, a microfinance organization that serves low-income women entrepreneurs, which had recently opened a location in <location value="LU/us.pa.austin" idsrc="xmltag.org">Austin</location>, to help raise money and awareness for <org value="ACORN:0351072750" idsrc="xmltag.org">Grameen America</org> - ultimately creating more jobs and income for the <location value="LU/us.pa.austin" idsrc="xmltag.org">Austin</location> community. The 2015 plan for Far Reaching has expanded to support multiple organizations. For every business referral made to <org>Far West Capital</org> that results in a contract, a donation of up to <money>$1,500</money> will be given to the 501(0)3 organization of the referral partner's choice. The goal is to donate a total of <money>$50,000</money> to various organizations.</p><p>Far Reaching's fundraising goal for 2014 was <money>$100,000</money> for <org value="ACORN:0351072750" idsrc="xmltag.org">Grameen America</org>. More than <money>$150,000</money> was raised, which included a generous donation of <money>$65,000</money> from <person>Bill Moore</person> and the staff at <location value="LU/us.pa.ronco" idsrc="xmltag.org">Ronco</location>. The fundraising efforts for <org value="ACORN:0351072750" idsrc="xmltag.org">Grameen America</org> will continue in 2015 to help transform the <location value="LU/us.pa.austin" idsrc="xmltag.org">Austin</location> community with new jobs and more income.</p><p>FSW Funding: <person>Robyn Barrett</person>, founder of <location value="LU/us.az.phonix" idsrc="xmltag.org">Phoenix</location>-based factoring firm, FSW Funding, was recognized for her achievements in business at two separate award ceremonies. Barrett was recently named one of 30 outstanding women in business by <org>The Phoenix Business Journal</org>. In addition, Barrett was named a member of the 2015 Sun Devil Select class for <org value="ACORN:2827611636" idsrc="xmltag.org">Arizona State University</org>. Every spring the <org>Center for Entrepreneurship</org> at <org>ASU W.P. Carey School of Business</org> recognizes the achievements of businesses owned and led by Sun Devil alumni around the globe. On <chron>Friday, March 20</chron>, Barrett was acknowledged as a 2015 Sun Devil Select award winner. Honorées are chosen for their demonstration of innovation, growth and entrepreneurial spirit.</p><p><org>The Phoenix Business Journal</org> recognized Barrett at the 14th Annual Outstanding Women in Business event, which was held on <chron>March 30</chron> during a luncheon at the <location>Omni Scottsdale Resort & Spa</location> at Montelucia. <org>The Phoenix Business Journal</org> selects female business owners and managers for their community leadership, professional accomplishments and personal achievements.</p><p>Barrett is a certified public accountant with 20 years of experience in corporate finance. She founded FSW Funding in 2001. FSW Funding specializes in factor financing for small and mid-size companies throughout the U S. The company has offices in <location value="LU/us.az.phonix" idsrc="xmltag.org">Phoenix</location> and <location value="LU/us.ca.losang" idsrc="xmltag.org">Los Angeles</location>. Since the company's inception, FSW Funding has provided approximately <money>$500 million</money> in factor financing to companies throughout the U.S.</p><p><org value="ACORN:1142526494" idsrc="xmltag.org">Gordon Brothers Group</org>: <person>Michael D. Sullivan</person> has been promoted to managing director, business development, in the Northeast region for the firm's <org>Valuation & Advisory Services Division</org>. Sullivan joined the <org>Valuation & Advisory Services Division</org> in May of 2011. Most recently, as managing director, senior appraiser, he was responsible for managing and conducting industrial and consumer product inventory appraisals and overseeing both the energy and the brand, intellectual property, and business valuation practices. While Sullivan's responsibilities areshifting in this new role, he will continue to lead <org>GB Energy Partners</org>, building on the firm's comprehensive energy expertise. Sullivan will continue to work out of <org value="ACORN:1142526494" idsrc="xmltag.org">Gordon Brothers Group's</org> headquarters in <location value="LU/us.ma.boston" idsrc="xmltag.org">Boston</location> as well as the firm's <location value="LU/us.ny.nyc" idsrc="xmltag.org">New York</location> offices to support the business development efforts for the <org>Valuation & Advisory Services Division</org>.</p><p>"Mike has played a major role in our division's success since he joined the firm in 2011," said <person>Frank Grimaldi</person>, senior managing director, national sales manager of <org value="ACORN:1142526494" idsrc="xmltag.org">Gordon Brothers Group's</org> Valuation & Advisory Services Division. "FH is extensive background as an appraiser in the consumer, industrial, energy and intellectual property sectors will be extremely valuable in servingourclients in this new capacity."</p><p>With over 14 years of experience, Sullivan has worked in both <location value="LU/us.ma.boston" idsrc="xmltag.org">Boston</location> and <location value="LU/us.ny.nyc" idsrc="xmltag.org">New York</location>, supporting business development as well as conducting asset appraisals in nearly every major industry sector in <location value="LC/us" idsrc="xmltag.org">the United States</location> and around the globe. Prior to joining <org value="ACORN:1142526494" idsrc="xmltag.org">Gordon Brothers Group</org>, Sullivan held leadership roles, performing tangible and intangible asset appraisals for two other major valuation firms in <location value="LC/us" idsrc="xmltag.org">the United States</location>.</p><p>An active member of the asset-based lending community, Sullivan is a member of the <org>Turnaround Management Association</org>, <org>Commercial Finance Association</org>, <org value="ACORN:3770569444" idsrc="xmltag.org">Association for Corporate Growth</org> and a candidate member of the <org>American Society of Appraisers</org> with a concentration in Business Valuation. Fie received his BS in finance from the <org>University of Maryland</org>, Robert FI. <org>Smith School of Business</org>.</p><p><org>GE Capital</org>: <person>Isabel Fernandez</person> was named chief commercial officer. In this role, she leads all sales, marketing and product development across <org>GE Capital</org>, which operates in more than 50 countries.</p><p>Since joining <org>GE Capital</org> in 2000, Fernandez has served as the chief commercial officer for <location value="LB/nam" idsrc="xmltag.org">North America</location> and for <location value="LR/eur" idsrc="xmltag.org">Europe</location>/ <location value="LR/mde" idsrc="xmltag.org">Middle East</location>/<location value="LR/afr" idsrc="xmltag.org">Africa</location>. She has also served as the leader of variousGE Capital businesses in the U.S. and <location value="LR/eur" idsrc="xmltag.org">Europe</location>. Before joining GE, Fernandez worked in commercial banking in roles ranging from structured finance to global relationship management. Fernandez holds a master's degree in corporate law from <org>Leiden University</org> in <location value="LC/nl" idsrc="xmltag.org">the Netherlands</location>.</p><p>EDITOR'S NOTE: For an in-depth interview with <person>Isabel Fernandez</person>, link the click here, OR put link following click here: http://www.thesecuredlender-digital. com/thesecuredlender/january_ february_20i5#pg38.</p><p><org>GE Capital</org>, Commercial Distribution Finance (CDF): <person>Steve Battreall</person> was named president and CEO, effective immediately. Battreall, a 28-year GE veteran, was previously the chief commercial officer at CDF, providing oversight to the commercial organization and enhancing new relationship development strategies. He began his GE career in 1987 as partof GE's Financial Management Program. Following positions at <org value="ACORN:0931851187" idsrc="xmltag.org">GE Aircraft Engines</org> and GE Power Generation, he joined <org>GE Capital</org> and since then has held sales and commercial leadership roles in a number of <org>GE Capital's</org> equipment finance and corporate finance businesses.</p><p>Battreall received his bachelor's degree in economics from <org value="ACORN:0868002506" idsrc="xmltag.org">DePauw University</org>.</p><p>Gulf Coast Business Credit (GCBC): <person>John Whitaker</person> has joined as vice president, business development, to start-up a new office in <location value="LS/us.ok" idsrc="xmltag.org">Oklahoma</location>. Whitaker holds a Bachelor's degree in business administration with a minor in accounting from <org value="ACORN:1074364397" idsrc="xmltag.org">Southern Nazarene University</org>. He comes to GCBC with over 23 years of experience in a variety of industries including insurance, financial services, product and brand marketing, and capital equipment sales in the healthcare and energy markets.</p><p>GCBC is proud to welcome Whitaker and believes he will be a great asset to GCBC as well as a leader outside of GCBC. Whitaker founded the <org>GoMitchGo Foundation</org> in 2008 and has served as the president for the last seven years, helping raise over <money>$1 million</money> for blood and bone cancer research and family assistance.</p><p><org value="ACORN:1146366475" idsrc="xmltag.org">Investors Bank</org>: <person>Sam Cirelli</person> was appointed as vice president and business development executive of the <org>AssetBased Lending Group</org>. Based in midtown <location value="LU/us.ny.mantan" idsrc="xmltag.org">Manhattan</location> and reporting to Investors' head of Asset-based Lending (ABL) David Viggiano, Cirelli will be responsible for originating loans in the S3 million to <money>$15 million</money> range with small to mid-size companies located in the Northeast.</p><p>Cirelli brings solid expertise in banking and corporate finance as well as senior management experience. He already comes to Investors having many established relationships with middlemarket companies. Prior to joining Investors, he was a founding managing partner at <org>Northern Lights Partners</org>, which he founded to provide debt and capital advisory solutions to mid-market businesses with revenues between <money>$5 million</money> and S100 million.</p><p>In addition, Cirelli's earlier experience includes his position as founder and head of ABL and Loan Originations at the <org>Royal Bank of Scotland and Landsbank</org>. He also held senior executive positions at <org value="NYSE:ALLY" idsrc="xmltag.org">GMAC</org>, where he was global loan origination director. He served as senior vice president in loan originations at <org>Wells Fargo Foothill Capital</org> and was a team leader for loan portfolio management with the <org value="NYSE:CIT" idsrc="xmltag.org">CIT Group</org>.</p><p>During his more than 25-year career in asset-based financing, loan origination, and portfolio management, Cirelli produced more than <money>$6 billion</money> in total financing. He has been recognized as one of the Most Active Lenders in America by <org>Private Equity International magazine</org>. <org value="ACORN:3451311284" idsrc="xmltag.org">Hana Financial, Inc.</org> started a new business unit called <org>Hana Business Capital, LLC</org>, headed by <person>Clark D. Griffith</person>, who recently joined <org value="Korea:086790" idsrc="xmltag.org">Hana Financial</org> as first senior vice president. The new division will start originating asset-based lines of credit (ABL), revolvers and term loans to the lower middle-market, backed by accounts receivables and inventory. Initially the team hopes to do ABL loans in the $2MM-S15MM range.</p><p>Griffith will be presidentand senior managing director at <org>Hana Business Capital</org>, and he is in the process of hiring a chief credit officer and an account executive. Clark speaks fluent Japanese, received his master's degree in International Finance and Banking from <org value="ACORN:3801785953" idsrc="xmltag.org">Columbia University</org> in <location value="LU/us.ny.nyc" idsrc="xmltag.org">New York</location> and his bachelor's degree in Economics from <org value="ACORN:4179378229" idsrc="xmltag.org">San Diego State University</org>. He comes to Hana with over 15 years of ABL experience at <org>GE Capital</org> and <org value="ACORN:1122527177" idsrc="xmltag.org">Union Bank</org>. Most recently Clark ran <org>GE Capital Japan's</org> Structured Finance unit for nearly five years (both ABL and Leverage Finance) in <location value="LU/jp..tokyo" idsrc="xmltag.org">Tokyo</location>, and, prior to <location value="LC/jp" idsrc="xmltag.org">Japan</location>, he held both credit and sales roles at <org>GE Capital's</org> Commercial Lending unit in <location value="LU/us.ca.losang" idsrc="xmltag.org">Los Angeles</location>, <location value="LU/us.ca.sanfrn" idsrc="xmltag.org">San Francisco</location> as well as at <org>GE Capital's</org> head office in <location value="LS/us.ct" idsrc="xmltag.org">Connecticut</location>.</p><p><org value="ACORN:4192353649" idsrc="xmltag.org">Marquette Commercial Finance</org>: <person value="APIN:0962199528">Lynn Collins</person> has joined as a vice president of sales. Collins is a seasoned commercial finance professional with over 20 years of industry experience. She will be responsible for loan origination in the Southeast region of the U.S.</p><p>Most recently, Collins spent many years as a successful business development officer with <org value="ACORN:0897239336" idsrc="xmltag.org">AmeriSource Funding</org>. She was previously with Capital Factors, <org>First Factors, Inc.</org> and Barclays American. Collins' expertise in commercial finance has benefited from having experience in a myriad of business activities.</p><p>"I am excited to have Lynn on board as part of the <org value="ACORN:4192353649" idsrc="xmltag.org">Marquette Commercial Finance</org> team," said <person>Richard Voreis</person>, presiden t/CEO. "We look for drive, expertise, and integrity in our team members, making Lynn an exceptional fit."</p><p>Collins is an active member of multiple professional organizations, including CFA, ACG , TMA, RMA, <org>I FA and Capital Forum</org>. While attending University of <location value="LS/us.nc" idsrc="xmltag.org">North Carolina</location>, she focused on business and finance. She may be reached at <a href="mailto:[email protected]">[email protected]</a> or (843) 559-6182</p><p><org>North Mill Capital</org> (NMC): GreggSimpson has joined as a senior vice president in <location value="LU/us.nc.charlt" idsrc="xmltag.org">Charlotte, NC</location>. <location value="LU/us.nc.simson" idsrc="xmltag.org">Simpson</location> is responsible for business development in the Southeastern states. He has been in that market for over 35 years, serving in various credit and business development roles for commercial finance companies. <person>Dan Tortoriello</person>, NMC's executive vice president and COO, said, "Gregg brings us a high level of sophistication and success in our space in a region that we believe has significant opportunity."</p><p><location value="LU/us.nc.simson" idsrc="xmltag.org">Simpson</location> can be contacted at: <location>10800 Sikes Place</location>, Suite 300, <location value="LU/us.nc.charlt" idsrc="xmltag.org">Charlotte, NC</location> 28277; Office (704) 321-1844, Cell: (704) 517- 6650 Email: <a href="mailto:[email protected]">[email protected]</a>.</p><p>Summit Financial Resources: <person>Jeff Dunbar</person> has joined the firm as vice president, business development. Dunbar joins <location value="LU/us.pa.summit" idsrc="xmltag.org">Summit</location> from <org>Commercial Finance Group</org>, where he was business development officer. He has also held key business development roles at various banks in the <location value="LU/us.mo.stluis" idsrc="xmltag.org">St. Louis</location> area, including <location value="LU/us.ca.natity" idsrc="xmltag.org">National City</location>, PNC, and <org value="ACORN:1268206297" idsrc="xmltag.org">Heartland Bank</org>. Dunbar has his Bachelor of Arts Degree in communication from <org value="ACORN:1206891507" idsrc="xmltag.org">McKendree University</org>. He will be based in <location value="LU/us.mo.stluis" idsrc="xmltag.org">St. Louis</location> and represent <location value="LU/us.pa.summit" idsrc="xmltag.org">Summit</location> in the Midwest. Dunbar can be reached at (314) 580-8331 and <a href="mailto:[email protected]">[email protected]</a>.</p><p><org value="ACORN:3712144573" idsrc="xmltag.org">SunTrust Robinson Humphrey</org> (STRH) announced the alignment of its Technology, <org>Media & Telecom (TMT) Investment Banking Industry Practice Group</org>. The TMT group will leverage market-leading industry insight, capital markets expertise and cross sub-sector partnerships to meet evolving client needs.</p><p>"The alignment of the TMT group enables us to build a market-leading franchise, delivering all of our expertise, capabilities and products to a diverse and growing marketplace," said <person>John Gregg</person>, chairman, president and chief executive officer of STRH. "We are confident this group will help accelerate growth in these sectors by maximizing thought leadership and partnerships."</p><p>Led by <person>Horace Zona</person>, head of <org>Media & Communications</org>, the <org>TMT Group</org> will include the following teammates and focus areas: <person>Mike Maguire</person>, <org value="Bombay:526881" idsrc="xmltag.org">Financial Technology</org>; <person>Bob Casey</person>, Software & Systems; <person>Nick Richitt</person>, Healthcare Technology and <person>Benjamin Remmert</person>, Tech Enabled Business Services. These four bankers, along with <person>Kushal Saha</person> and <person>Rick Wolfgram</person>, specializing in Digital Media & Internet, will form the core technology team that will deliver the TMT platform to this dynamic client and prospect set.</p><p><person>Rick Fogg</person>, managing director, will assume team lead responsibility for the traditional Media & Telecom practice. Reporting to Fogg will be <person>Fred Wysk</person>, Media; <person>Shariff Metwali</person>, Towers, Data Centers & Machine-to-Machine and <person>Bill Dauska</person>, <org>Internet Infrastructure & Unified Communications</org>.</p><p><org>TAB Bank</org>: <person>Daniel Rodrigue</person> has joined as business development team as national sales manager. Rodrigue will be based in <location value="LU/us.fl.wstpbh" idsrc="xmltag.org">West Palm Beach, FL</location> and will report to TAB'S senior vice president of sales and marketing, <person>Justin Gordon</person>. He will oversee all personnel and functions as it relates to TAB'S nationwide sales efforts. TAB maintains business development officers across <location value="LC/us" idsrc="xmltag.org">the United States</location>.</p><p>During the past 10-plus years Rodrigue has been involved in business ventures from start-ups to rapid-growth and established firms. The majority of this time has been spent building or re-building sales departments with emphasis on process and procedure improvement as well as software integration. He has achieved outstanding results while remaining unique to each situation. He has been instrumental in exceeding goals and targets, regardless of industry affiliation. Rodrigue's career in the commercial finance arena began with <org>Bibby Financial Services</org>, where he turned around a struggling sales unit to be a top producing sales unit within one year of service. From there, he was tapped to be the national sales manager with <org>First Capital</org> under the <org>First Growth Capital</org> division. He has extensive knowledge and experience in developing both internal and external sales teams to achieve results.</p><p>He can be contacted at (678) 863-8076, <a href="mailto:[email protected]">[email protected]</a>.</p><p><org value="NYSE:TD" idsrc="xmltag.org">TD Bank</org>, America's Most Convenient Bank®: <person>Carlos A. Calero Cobo</person> was appointed as vice president, business development officer in the SBA Lending Division in <location value="LU/us.fl.corles" idsrc="xmltag.org">Coral Gables, FL.</location> He is responsible for expanding <org value="NYSE:TD" idsrc="xmltag.org">TD Bank's</org> SBA loan production, including SBA real estate mortgage and equipment loans, construction, refinancing, business acquisition and expansion as well as partner buyouts, serving businesses in <location value="LU/us.fl.miaade" idsrc="xmltag.org">Miami-Dade</location> and across <location value="LS/us.fl" idsrc="xmltag.org">South Florida</location>.</p><p><person>Calero Cobo</person> has more than 20 years of experience in banking and SBA lending. Before joining <org value="NYSE:TD" idsrc="xmltag.org">TD Bank</org>, he served as vice president, business development officer at <org value="ACORN:1461586464" idsrc="xmltag.org">Atlantic Coast Bank</org> in <location value="LU/us.fl.miami" idsrc="xmltag.org">Miami</location>.</p><p>A <location value="LU/us.fl.miami" idsrc="xmltag.org">Miami</location> resident, <person>Calero Cobo</person> is a graduate of the University of <location value="LU/us.ca.sanfrn" idsrc="xmltag.org">San Francisco</location>.</p><p><person>Roger A. Portaro</person> has joined <org value="NYSE:TD" idsrc="xmltag.org">TD Bank</org> as vice president, origination and business development in asset-based lending. Based in <location value="LU/us.nc.charlt" idsrc="xmltag.org">Charlotte, NC</location>, he will cover publicly-traded and privately-owned companies in industry sectors including retail, food and beverage distribution, wholesale distribution, general industrials and financial sponsors within the Southeast region, including <location value="LS/us.nc" idsrc="xmltag.org">North Carolina</location>, <location value="LS/us.sc" idsrc="xmltag.org">South Carolina</location> and <location value="LS/us.va" idsrc="xmltag.org">Virginia</location>.</p><p>Portaro has 17 years of experience in commercial and corporate finance. Prior to joining <org value="NYSE:TD" idsrc="xmltag.org">TD Bank</org>, he served in various positions at <org value="ACORN:1869619994" idsrc="xmltag.org">Bank of America Merrill Lynch</org> within Global Corporate and Investment Banking in relationship management and origination. Portaro started his career at <org value="NYSE:JPM" idsrc="xmltag.org">JP Morgan</org> as a commercial credit analyst. He is a member of the <org>Association of Corporate Growth</org> (ACG) and the <org>Commercial Finance Association</org> (CFA).</p><p><org>Transfac Capital, Inc.</org>: <person>Mary Koncir</person> has joined the firm as a business development officer in the Northeast US region. Koncir will lead development efforts of Transfac's accounts receivable funding services while based in <location value="LS/us.pa" idsrc="xmltag.org">Eastern Pennsylvania</location> and will be over the region's surrounding states.</p><p>"We're thrilled to add Mary to our Transfac family," said <person>Keith Merrell</person>, controller of <org>Transfac Capital</org>. "Mary brings with her specialized vertical knowledge alternative business financing that will certainly benefit those companies in need of Transfac's streamlined cash flow management solutions. We are very fortunate that we were able to find someone with Mary's experience to work with our team."</p><p>Koncir will enhance Transfac's recent portfolio growth, providing rapid funding services to some of the fastest-growing companies in America.</p><p><org>Transfac Capital, Inc.</org> also announced that <person>Michelle Duran</person> has returned as a vice president of business development, based at the company's corporate headquarters. Duran has been a commercial finance professional for over ten years. "We are fortunate to be able to bring Michelle back to our team." said Merrell, "Her years of experience in our industry and in finance give her a great edge in fitting clients with customized solutions to common financial headaches. We are confident that with her dedicated performance and energetic demeanor, she will enhance our professional outreach and reputation."</p><p>Duran will help drive Transfac's portfolio growth by connecting businessto-business clients with rapid funding services.</p>


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