June 30, 2022
Coleman Movers & Shakers – Philip Ugalde, Jasmine Sadeghpour, Daniel Wheeler, and Greg Fioresi
PlainsCapital Bank Adds Three New Houston Commercial Lending Professionals
“We’re very pleased to welcome Philip, Jasmine, and Daniel,” says Houston Region Chairman Danny Schroder. “They each have an impressive level of talent and experience that I know will add tremendous value to PlainsCapital’s initiatives to support the business owners, families, and individuals we serve across the Lone Star State.”
PlainsCapital Bank recently welcomed Philip Ugalde, Jasmine Sadeghpour, and Daniel Wheeler as senior vice presidents and senior commercial loan officers in its Houston market.
In his new role, Ugalde will be responsible for new business development, portfolio growth, establishing and cultivating referral partner relationships, and expanding the Bank’s presence in Texas. He has more than 29 years of commercial banking and financial services experience, most recently as senior vice president at Regions Financial Corporation. Ugalde received his bachelor’s from the University of Texas at Austin.
Sadeghpour will continue to work with commercial real estate developers and investors, focusing on providing debt solutions for all asset types. She joins PlainsCapital from Frost Bank, where she served as a vice president in its commercial real estate department for more than eight years. Sadeghpour received her BBA in finance from Texas Christian University. As a native Houstonian, she is also a graduate of Memorial High School.
Wheeler will partner with businesses to help meet their goals. He brings more than 26 years of commercial and retail banking experience to his role. Wheeler joins from Pioneer Bank’s commercial lending group, where he served as a senior vice
president. He received his BBA in finance from the University of Houston.
VelocitySBA Welcomes Greg Fioresi as National Sales Manager
“As one of the fastest growing nationwide SBA lenders, we are seeing a greater demand for our services across the country”, says VelocitySBA President Charles Rho. “In keeping with our goal to provide fast and efficient financing solutions, we are expanding our physical presence and making strategic hires of the best SBA lending professionals in the industry. Greg Fioresi brings a lot to the table and we’re very excited to have him on our team.”
Greg has over 25 years’ experience in SBA lending prior to joining VelocitySBA, including Business Banking Market Leader (Chicago) at U.S. Bank, and regional managerial roles with Wells Fargo and GE Capital. His expertise in strategic planning, recruiting and training, and building teams and partnerships will be critical to our continued growth.
Greg will be responsible for developing and executing strategies to grow our market share, and managing our sales teams across a growing number of metro markets.