Coleman Movers & Shakers — Brian Clegg Named Vice President at Acclivity Financial for Rocky Mountain and Midwest Markets

June 8, 2017

By Bob Coleman
Editor, Coleman Movers and Shakers

Coleman Movers & Shakers — Brian Clegg Named Vice President at Acclivity Financial for Rocky Mountain and Midwest Markets

Brian Clegg Named Vice President at Acclivity Financial for Rocky Mountain and Midwest Markets

“Brian has an extensive SBA background and a great reputation in Salt Lake City,” says Danny Preston, Chief Executive Officer. “He will be a fantastic addition to our team as we grow our nationwide network and increase our local presence in each market. Our focus is always on the customer experience — a streamlined process with subject matter experts every step of the way. Brian is just what we’re looking for in this role.”

“Joining Acclivity Financial is an unbelievable opportunity,” say Brian. “It’s an organization in high-growth mode led by an outstanding management team. It’s an exciting time, and I’m thrilled to be a part of it.”

A Utah native, Clegg spent the previous ten years in increasing roles at Bank of the West. Most recently, he held the title of Regional Sales Manager of SBA Lending. In addition to his business development roles, he has experience as an SBA underwriter, SBA servicer, Relationship Manager, and as a Licensed Title Officer in the State of Utah. Clegg received his BBA from the University of Utah.

Stonebriar Commercial Finance Acquires NonBankLender and

Dave B. Fate, President and CEO of Stonebriar says, “We are constantly evaluating opportunities to add to our suite of financing solutions. The opportunity to add Curtis Valenzuela and his team caught our attention quickly. After meeting with him and exploring his opportunities for growth, we concluded that NBL would be an excellent fit for our company. I am confident that under Curtis’s leadership NBL will be an integral part of Stonebriar’s growth plans.”

Curtis adds, “The entire NBL team is very excited about the opportunity to join the Stonebriar family of companies. Since beginning NBL, we have recognized the growing market need from Borrowers that fall just outside traditional bank guidelines. Stonebriar’s forward thinking leadership and strong capital are exactly what NBL needs to move forward with plans to meet the loan demand of borrowers on a national level. I look forward to working with Dave and his team and fully expect that NBL will quickly become a valued part of Stonebriar Commercial Finance.”

Valenzuela began his career at CDC Small Business Finance as Regional Vice President in charge of their Orange County office. He also has held SVP positions at Bank of America, Community Bank and California Bank and Trust. Curtis has a Master’s degree in Public Administration as well as a Law degree and is licensed to practice in California and Texas.

NBL sources and aggregates owner-occupied real estate loans, most of which are supported by the SBA 504 Loan Program. Stonebriar is an independent, privately-held commercial finance company established in 2015 and based in Plano, TX.

Adam Smith Named Senior Vice President & SBA/Commercial Lender of Foothills Community Bank

“Mr. Smith is a seasoned SBA and commercial lender that understands the banking needs of Dawson County and surrounding markets. We are pleased to provide a service minded lender that lives in the community he serves. He is a welcomed addition to our team and we are confident in his expertise to provide reliable financial solutions to our clients,” says John Lewis, President & CEO of the Georgia-based bank.

John Dao Appointed Vice President at HomeStreet Bank

John Dao is the new vice president at HomeStreet Bank for its California SBA Lending Division. He will work from both the Irvine branch and the SBA lending division in Santa Ana. Dao comes to HomeStreet with over 20 years of experience in commercial lending and SBA financing.

Upcoming SBA Lending Professional Industry Events

Great Lakes Lenders Conference, July 26-28, Detroit

America East Conference 2017, August 2-4, Boston

America’s SBDC, September 4-8, Nashville

FLAGGL 2017, September 12-15, Orlando

Lend360, October 11-13, Dallas

Annual 3 Commercial Loan Broker Conference & Expo, October 17-19, Orlando

10th Annual 2017 SBA Secondary Market Summit, December 4-5, Washington D.C.