Coleman’ Movers and Shakers — Register for 8th Annual SBA Secondary Market Summit by 9/30 and Save $300

September 17, 2015

By Bob Coleman
Editor, Movers and Shakers

Coleman’ Movers and Shakers — Register for 8th Annual SBA Secondary Market Summit by 9/30 and Save $300

Join high-level stakeholders from banks, investors and government to explore new approaches for deals, profit and risk-mitigation in SBA secondary markets.
Discuss the hottest issues that will affect your new business development and challenges— from burgeoning SBIC opportunities and regulatory tightening to loan structuring in the face of interest rate fluctuations and debates about 504 vs. 7(a) financing.
Register by September 30th for $995 and save $300!

Tom Welch and Tammy DeWitt Join Bank of Southern California

“For the past four years Bank of Southern California has been recognized as a top performing SBA and small business lender by the San Diego District office of the U.S. Small Business Administration and several other bank ranking companies. The addition of Tom Welch and Tammy DeWitt enhances our commitment in meeting the financial needs of businesses in Southern California,” says Nathan Rogge, CEO of Bank of Southern California.

“We are pleased that Tom and Tammy have joined our team. They are seasoned bankers who are highly respected in our industry, and I am excited to be working closely with them as we continue to expand our organization.”

Tom and Tammy have been in the banking industry for 37 years and both have over 27 years of SBA and conventional lending and relationship management experience. They were most recently with Pacific Commerce Bank in similar positions

Peapack-Gladstone Bank Announces Team to Head New SBA Lending Division

New Jersey-based Peapack-Gladstone Bank announces the appointment of Andrew M. Glatz as Senior Managing Director, head of the Bank’s new SBA Lending Division, and David L. Clerkin, Vice President, Senior Loan Specialist.

With over 20 years of experience in the financial services industry, Andrew Glatz has a proven track record of increasing sales and market share in a highly competitive industry through financial analysis and business development, with a concentrated focus on SBA lending. Most recently, Andrew served as Senior Vice President, SBA Manager at Colonial American Bank in Shrewsbury, NJ where he was recognized as “Breakthrough Lender of the Year.” Prior to that, he served in equally impressive roles as Senior Vice President, SBA Manager at Central Jersey Bank/Kearny Federal Bank and as Vice President, SBA Lending Officer at Sun National Bank in Wall, NJ.

David L. Clerkin brings 10 years of financial services expertise to the Bank, with a concentrated focus on SBA underwriting. Prior to joining Peapack-Gladstone Bank, he held the position of Vice President, SBA Underwriter/Commercial Credit Analyst at Colonial American Bank in Shrewsbury, NJ and prior to that as SBA Underwriter at Kearny Federal Savings Bank (formerly Central Jersey Bank, N.A.) and Sun National Bank in Wall, NJ. In these roles, David played an integral part in the startup of SBA loan programs and received Colonial American Bank’s award as New Jersey’s 2013 SBA “Breakthrough Lender of the Year.”

Tim McGoff Joins Celtic Bank as Chief Business Development Officer

“I am excited to come to a Bank that exudes the same level of entrepreneurial spirit as the small business owners it finances. I look forward to extending the strong pace of growth Celtic Bank has achieved over the past few years,” says Tim.

“I couldn’t be more pleased that Tim has made the choice to join Celtic Bank as its new Chief Business Development Officer,” says Reese Howell Jr., CEO of Celtic Bank. “Tim is a very talented individual and I believe he will make a significant contribution to our organization.”

Tim joins Celtic Bank with more than 20 years of experience in business channel development, SBA and commercial lending, team management and technology enabled processes. Most recently, Tim worked for US Bank as a Vice President focused on strategic alliances, marketing and business support services. Prior to US Bank, Tim worked for New York-based Business Loan Express, LLC as Vice President of Internet Channel Sales

2015 LEND360, October 13-16, Atlanta

NAGGL Annual Meeting, November 2-4, Las Vegas

NADCO Annual Meeting, November 11-14, New Orleans

8th Annual SBA Secondary Market Summit, December 1, Washington D.C.