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Coleman Movers & Shakers

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August 27, 2015

John Coad Named SBA National Sales Manager for Wells Fargo


“I am happy to welcome John to the SBA Lending team, and to Wells Fargo,” says head of Wells Fargo SBA lending Donna Serres. “With a proven track record and exceptional sales and management experience, I know he will be instrumental in helping us serve the small business community and as a result, earn more business and build on Wells Fargo’s reputation as a leader in SBA lending.”

Coad joins Wells Fargo after a 30-year career in commercial lending, 24 of those years with GE Capital where he was first introduced to SBA lending as Regional Sales Leader for GE Capital’s Small Business Finance Group in 1995. Coad held various regional and national sales leadership roles within GE Capital’s Business Property and Small Business Finance departments, focusing on SBA and conventional loan products. In his most recent position with GE, he led the East Coast loan origination team for the Franchise Finance division.

Jeff Russell Joins U.S. Bank SBA Division in Arizona


We are fortunate to have someone of Jeff’s extensive and diverse background in the Arizona market,” says Cynthia Mazzetta, senior vice president and central regional manager for U.S. Bank’s SBA Division. “Jeff brings to U.S. Bank a strong presence, having worked in the Arizona market for many years. We are very excited to have him join the SBA team.”

Jeffl has more than 31 years of combined credit and SBA financing experience, holding senior leadership positions at First International Bank and Bank ‘34. He holds bachelor’s degree in finance from Northwest Missouri State University and completed the Graduate School of Banking program at the University of Colorado.

Santa Cruz County Bank PromotesAngelo DeBernardo, Jr. to Chief Lending Officer


Angelo Bernardo is a graduate of San Jose State University, with a Bachelor of Science degree in Business Administration, Concentration in Accounting. He is also a graduate of Pacific Coast Banking School (PCBS), a National Graduate School of Banking at the University of Washington in Bellevue, Washington, where he has been an instructor for the past nine years.

Angelo has over 26 years of financial experience, including over seven years as Vice President and Commercial Team Leader of Heritage Bank of Commerce in San Jose, where his market focus extended across the greater Bay Area. He also spent seven years employed with Pacific Western Bank/Comerica Bank in both Santa Cruz County and San Jose.

Bank of the West Adds Li, Short and Wilson as SBA BDOs

“The addition of these experienced business development officers demonstrates Bank of the West’s commitment to helping small businesses owners achieve their dreams,” says Don Mercer, senior vice president, SBA National Sales Manager at Bank of the West. “We are very excited to welcome our new team members who embrace the bank’s client first approach.”

Eric Li – Vice President, SBA Business Development Officer


With more than 10 years in the banking industry, Li has experience in SBA commercial, commercial construction, commercial & industrial and small business lending. Li received his bachelor of arts degree in International Studies from Indiana University and currently resides in Los Angeles.

Ron Short – Vice President, SBA Business Development Officer

Short has more than 22 years of commercial real estate industry experience in SBA and conventional lending, including 14 years of direct SBA lending experience. Most recently, Short was a senior vice president for SBA business lending at California Bank and Trust in Cupertino.

A resident of Los Gatos, Short received his bachelor of arts degree in Business Economics from the University of California, Santa Barbara.

Jeremy Wilson – Vice President, SBA Business Development Officer

Wilson has more than 16 years of commercial real estate industry experience in SBA and conventional lending. He received his bachelor of science degree in Business Management from California State University, San Marcos and resides in Vista.

2015 Mid-America Lender’s Conference, August 31 – September 2, Dallas

America’s SBDC, September 8-11, San Francisco

2015 FLAGGL Annual Conference, September 16-18, Orlando

2015 LEND360, October 13-16, Atlanta

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