February 21, 2019
Coleman Movers & Shakers — Don Fracchia, Claire Huse, Chris Sanz, Daniel Oliver
Don Fracchia Named Head of Wells Fargo SBA Division
“SBA lending is an important part of Wells Fargo’s support for our small business customers,” says Laura Oberst, head of Wells Fargo’s Business Banking Group.
“Don is a proven leader and has developed significant credit, risk management and sales experience throughout his career. I’m confident that Don is the right leader to guide our team as we continue to strengthen our SBA business and serve the unique financing needs of our customers.”
Previously, Fracchia was head of Wells Fargo’s National Specialty Industry Group, part of Business Banking, where he led more than 200 specialty bankers dedicated to the Investor Real Estate and Agriculture customer segments. Before that he was head of Business Banking for the Pacific Midwest.
Fracchia earned a bachelor’s degree in economics from the University of California–Berkeley and graduated with an executive certificate from the Graduate School of Credit and Financial Management at Stanford University. He currently serves as the chairman of the board for the MS Society of Southern California and Nevada.
He succeeds Donna Serres, who recently retired. Based in Los Angeles,
Claire Huse Named Managing Director of Calhous Sands Valuation & Advisory
“Calhoun Sands Valuation & Advisory will continue to leverage top industry talent like Claire to provide the very best services to our clients through a synergy of technology, national data sources, efficient systems and procedures, and robust customer service,” says company co-founder and principal Bennett Sands, MAI, ASA.
“Her extensive SBA/USDA knowledge and network will further expand our strategic partnership alliances and proactively guide our client’s through the technical intricacies of government-guaranteed lending.”
“I am incredibly excited to join CSVA and embrace the challenge of growing and adding to an already-impressive appraisal valuation practice,” says Claire. “I am particularly thrilled to apply my knowledge and expertise in a collaborative fashion with the broader spectrum of appraisal and valuation services, as well as other consulting services offered by a superb team
Claire has nearly 30 years of experience in SBA financing. She specializes in corporate strategy and growth, customer relationship development/management, government lending consulting/compliance, credit underwriting, and feasibility study analysis and development. She also has extensive expertise working with commercial appraisal review across a broad range of property types on a local, regional, and national basis. Prior to joining CSVA, Ms. Huse served as a senior vice president/senior credit analyst and USDA liaison for a national 7(a) preferred lender.Her experience also includes being responsible for all aspects of small business loan generation, underwriting, credit risk assessment, portfolio and program management, corporate training and staff development, regulatory compliance, and customer relationship development and management for a top-five Certified Development Company.
Marquis Bank Names Chris Sanz, SBA BDO, Daniel Oliver, SVP & CRE Lender
Sr. Vice President
“I am pleased to welcome Chris to an already outstanding group of lenders,” says Miriam Lopez, president and chief lending officer. “We continue to grow our lending team in order to better serve local business owners and professionals in the South Florida community.”
“Daniel is a highly experienced banking professional with a keen understanding of the local commercial lending market,” says Broward market president, Steven Sanzone. “I have no doubt that he will be an asset to Marquis as we continue to expand throughout Broward County.”
Oliver brings nearly 20 years of local commercial real estate lending experience to Marquis Bank. He previously served in senior executive positions at Floridian Community Bank and Broward Bank of Commerce. He joins the team at Marquis’ first Broward office at 201 SE 12th Street in downtown Fort Lauderdale.
Christopher Sanz specializes in Small Business Administration (SBA) loan programs, consulting with business owners to identify solutions to increase cash flow and expand their businesses. He was previously a senior vice president at Ocean Bank, where he led its preferred practice division in the specialized healthcare lending group. He also served as senior vice president and business banking market leader at BankUnited and vice president and senior healthcare banking officer at PNC Bank.
Upcoming SBA Lending Professional Industry Events
Puerto Rico Rural Investment Summit, Puerto Rico, March 7-8, 2019, Puerto Rico
Registration Now Open
Southeastern Small Business Lenders Conference 2019, March 13, 2019, Asheville
Hunter Hotel Conference, March 20-22, Atlanta
America West Small Business Lending Summit 2019, June 11-13, 2019, Rancho Mirage
Early Bird Deadline March 1st
America East Small Business Lending Conference 2019, August 14, 2019, Mashantucket
Music City Small Business Lenders Conference, August 28-29, 2019, Nashville
FLAGGL Small Business Lenders Conference, September 18, 2019, Orlando
Registration is NOW OPEN!