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Coleman Movers & Shakers — Lee Kleinman, David Bagatelle, and Jon Ellis

September 26, 2019

By Caity Witucki
Contributing Editor, Coleman Movers & Shakers

Coleman Movers & Shakers — Lee Kleinman, David Bagatelle, and Jon Ellis

BFC CDC Welcomes Lee Kleinman as New Business Development Officer

BFC has announced that Lee Kleinman will serve as its newest Business Development Officer. At BFC, Kleinman will focus on business and economic development in northern Los Angeles, throughout the San Fernando Valley, and in surrounding areas. Kleinman will be responsible for sourcing new lending opportunities and will be involved in the entire process from A to Z to ensure his clients’ lending needs are met in a timely and efficient manner.

Kleinman has over 30 years of lending experience. Prior to joining BFC, Kleinman served as a Wells Fargo team member where he was responsible for providing the capital needed for operating businesses through Conventional, SBA 504 and SBA 7(a) lending programs.

CIT Names David Bagatelle Head of Relationship Commercial Banking, Eastern Region

CIT has announced that David S. Bagatelle will serve as their new head of Relationship Commerical Banking for the Eastern region. In his new role, Bagatelle will deliver an integrated product to small and midsized businesses, as well as their owners and senior managers.

“Dave is a seasoned banker with a distinguished track record, and we are pleased to have him join the CIT team as we continue to expand our commercial banking capabilities and further deepen our client relationships,” says CIT Bank President, Robert Rubino. “Dave will build on our East Coast banking capabilities through a high-touch service model to deliver small and midsized businesses a more direct banking relationship.”

Crestmark Welcomes Jon Ellis to Expanding Renewable Energy Division

At Crestmark, Jon Ellis will strategically increase a company’s focus on financing for the renewable energy landscape.

“We welcome Jon to Crestmark and look forward to his expertise as we increase our focus on renewable energy finance,” says Crestmark President Mick Goik. “ Jon will partner with Chris Soupal in our Government Guaranteed division, along with other divisions who are already lending into the renewable space – formalizing our initiatives within a division focused exclusively on growing this important segment across all renewable energy sectors including solar, wind, biomass, thermal, fuel cells and storage.”

“I am excited for the opportunity to grow the renewable energy group within Crestmark,” says Ellis. “With a singular focus on renewable energy, and Crestmark’s entrepreneurial spirit, extensive suite of loan products and services, strong balance sheet and competitive cost of capital, we will further leverage our position as a leader in the renewable energy market.”

Upcoming SBA Lending Professional Industry Events

National Alliance of Commercial Loan Brokers, October 4-6, Henderson, NV

NADCO, October 15-18, Nashville

NAGGL, October 28-30, New Orleans

Restaurant Finance & Development Conference, November 11-13, Bellagio Hotel, Las Vegas

2019 Annual National Rural Lenders’ Roundtable, December 4, Washington DC

2020 SBA Secondary Market Summit, January 8, 2020, Washington DC

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