April 21, 2022
Coleman Movers & Shakers – Dan Adler, Michael Swanson, Genevieve Lua, and Alex Griffin
California Infrastructure and Economic Development Bank Hires Dan Adler as Deputy Director for Climate Finance
“Creating and preserving jobs, reaching disadvantaged communities, and addressing climate change are all priorities for IBank,” says IBank Executive Director Scott Wu. “Dan is a long-standing, well-known expert at the intersections of clean-energy technology, policy, and finance, and his knowledge and experience will allow IBank to expand its offerings in climate finance and help the state drive toward its climate goals.”
Adler brings more than 12 years of climate finance experience and expertise to IBank, and an additional decade promoting climate and clean energy solutions via philanthropy and the public sector. Prior to joining IBank Adler was Senior Fellow at the Coalition for Green Capital, the nation’s leading platform for the creation of green banks to address the climate crisis, and vice president for policy at the Energy Foundation, a partnership of grantmakers advancing clean energy markets across the U.S. He was previously managing director of the California Clean Energy Fund and president of CalCEF Ventures, where he led the firm’s efforts to identify and catalyze transformational new investment theses across venture capital and project finance. He has served as senior analyst in the Division of Strategic Planning at the California Public Utilities Commission, where he was responsible for the design and implementation of California’s Renewables Portfolio Standard and was senior staff for climate policy, and on the boards of the American Council on Renewable Energy, the Coalition for Green Capital, and the Vote Solar Initiative.
“IBank’s expansion into the financing of climate solutions adds critical new tools to California’s world-leading strategy,” Adler says. “Engaging the capital markets at scale is one of the keys to climate sustainability, and the role of debt markets has been under-addressed. Leading with public capital can help California’s policy makers deliver equitable outcomes across all the types of infrastructure we’ll need. It’s been a privilege for me to help shape the Climate Catalyst program, in close partnership with leaders across the Newsom administration, and I’m honored to be stepping into this leadership role.”
First Bank of the Lake Welcomes Michael Swanson as Senior Vice President of the SBA Lending Team
“We’re excited Michael has joined our team. He is a dynamic and knowledgeable lender with years of lending and sales experience. His proven success and extensive expertise are a real asset and will help First Bank of the Lake expand our footprint nationally,” states Annemarie Murphy, the EVP, President of SBA Lending at First Bank of the Lake.
In this role, Swanson will help small businesses grow using commercial real estate lending solutions. He will mentor and be the team lead for commercial real estate lending in the western United States for First Bank of the Lake.
Swanson joined First Bank of the Lake’s SBA team in March 2022 and has over 15 years of SBA lending experience. During that time, he led a national sales team that became a top SBA lender and was directly involved in originating a diverse set of SBA 504 and 7(a) transactions. Prior to focusing on government guaranteed lending, he ran a bi-coastal advisory company that assisted small and midsize companies with complex growth financing needs.
“Having been a founding member of several small businesses, I have a unique understanding of the challenges business owners face and how strategic use of SBA funding can help them grow,” states Swanson. “I will use my extensive background to lead and help expand the CRE team at First Bank of the Lake to cement the bank’s presence in the western US.”
Genevieve Lua Joins First Internet Bank’s SBA Lending Team as VP, BDO
“Genevieve’s people-first focus and relationship-building skills are important assets,” says First Internet Bank Vice President, National SBA Sales Manager Mark Gibson. “Her deep lending expertise will be beneficial in helping the entrepreneurial community navigate the SBA loan process, making capital more accessible.”
Prior to joining First Internet Bank, Lua served as Vice President Business Banker at Bank of America, where she maintained account relationships with small and medium-sized business customers. Previous tenure includes experience with JPMorgan Chase as an Associate Vice President, Business Relationship Manager II. Ms. Lua received her Bachelor’s degree from the University of Phoenix.
“Small businesses need flexible financial solutions to help meet their unique needs,” says Lua. “I look forward to joining First Internet Bank’s talented SBA team.”
Alex Griffin Joins Security National Bank as AVP, SBA Business Development Officer
“We are thrilled Alex has joined our team. Alex’s deep knowledge and expertise in SBA Lending will be a great asset to our bank and a benefit to our clients,” states Jason Parsons, SBA Director at Security National Bank. “I’m very excited to watch Alex’s career grow into that of a top SBA Lender.”
Alex Griffin, CPA began his SBA career several years ago in Eligibility and Underwriting with a Lender Service Provider. He then served as a full-time SBA Underwriter for years prior to being promoted to an SBA BDO. Alex Griffin is third generation SBA with his father, Gary Griffin, having over 42 years of experience and his grandfather, Ernest Griffin, serving on the SBA National Advisory Council during the Carter administration.
“Seeing what Security National Bank has been able to do in its short time in the Texas market is remarkable. I am excited to join this team of energized individuals committed to enabling small business owners here in Texas, Nebraska, and Iowa,” says Alex.