Lehman Brothers - Small Business Finance

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Lehman Brothers - Small Business Finance Employees

Employee
Years
Job
Industry
Jeff Keith Jeff Keith Sacramento, California Area Details
Jeff Keith's Lehman Brothers - Small Business Finance Experience November 2003 - August 2008
Job RetiredCRE & SBA Loan Professional
Industry Banking
Experience
Granite Bay CA-2009   January 2010 - Present
Lehman Brothers Small Business Finance  November 2003 - August 2008
Bank of America  1995 - 1998

Education
University of California, Davis   1998 — 2000
Certificate, Personal Financial Planning

California State University-Hayward - School of Business and Economics   1968 — 1970
B.S., Business Admin/Marketing

Greg Dunn Greg Dunn Dallas/Fort Worth Area Details
Greg Dunn's Lehman Brothers - Small Business Finance Experience 2006 - 2007
Job Director of Sales and Marketing
Industry Commercial Real Estate
Experience
Greater Texas Capital Corp.   January 2009 - Present
Principal Financial Group  2007 - 2009
Lehman Brothers Small Business Finance  2006 - 2007
Zions National Real Estate Group   2002 - 2006
Heller Financial  1993 - 2001

Skills
Loans, SBA 504, Commercial Lending, Commercial Real Estate, Commercial Mortgages, Finance, Real Estate, Banking, Business Development, Loan Origination, Credit, SBA, Property, Structured Finance, Investments, Commercial Finance, Financial Analysis, Underwriting, Commercial Banking, Small Business Lending, Real Estate Financing, Small Business, Mortgage Banking, Management, Mergers & Acquisitions, Real Estate Economics, Credit Risk, Financial Structuring, Mortgage Lending

Education
East Central University   1982 — 1986

Gary Kershman Gary Kershman Orange County, California Area Details
Gary Kershman's Lehman Brothers - Small Business Finance Experience August 2006 - July 2008
Job Senior Software QA Engineer at Paciolan
Industry Information Technology and Services
Experience
Paciolan  February 2013 - Present
LPS Applied Analytics  March 2012 - January 2013
Perceptive Informatics  June 2010 - March 2012
Oakley  July 2008 - June 2010
Lehman Brothers Small Business Finance  August 2006 - July 2008
Downey Savings and Loan Association, F.A   November 2005 - August 2006
New Century Financial Corporation  March 2004 - November 2005
ChromaVision Medical Systems, Inc.   February 2001 - August 2002
Canon Computer Systems Inc.  March 2000 - July 2000

Skills
SDLC, Agile Methodologies, Agile Testing, Software Quality..., Quality Center, XP, Microsoft SQL Server, Visual Studio, Windows NT, Windows 7, Quality Assurance, Testing, Test Planning, User Acceptance Testing, Manual Testing, JIRA, Analysis, Software Development, SQL, Software Documentation, Integration, Test Cases, System Testing, Web Applications, Requirements Gathering, Requirements Analysis, Regression Testing, Business Analysis, QTP, Scrum, Black Box Testing, Agile Project Management, Waterfall, Software Project..., XML, Bugzilla, Performance Testing, SharePoint, Troubleshooting, Windows XP, HP Quality Center, Defect Tracking, Business Requirements, Functional Testing

Education
Computer Education Institute   1999 — 2000
MCSE, CNA, A+

City College of San Francisco   1986 — 1988
General Studies

Hannah Lee Hannah Lee Greater Los Angeles Area Details
Hannah Lee's Lehman Brothers - Small Business Finance Experience 2003 - 2005
Job Strategic Partnerships Consultant at StyleHaul, Inc.
Industry Internet
Experience
StyleHaul, Inc.   2015 - Present
PayPal  2014 - 2015
Simply Hannah   2010 - 2014
Self-employed  2012 - 2013
Wittlebee + Eventup (Science, Inc. portfolio companies)   2011 - 2012
Myspace  2008 - 2011
Twentieth Century Fox  2005 - 2008
Lehman Brothers Small Business Finance  2003 - 2005
The Capital Group Companies, Inc.   2000 - 2003

Skills
Operations Management, Marketing Operations, Marketing Strategy, Partner Management, Digital Marketing, Digital Media, Social Media Marketing, Media Planning, Analytics, Performance Metrics, Event Planning, Event Management, Event Marketing, Financial Analysis, Business Process, Social Media, Managerial Finance, Strategic Partnerships, Business Strategy, Business Metrics, Financial Management, Event Producing, Integrated Marketing, Market Research, Digital Strategy, Business Development, Entrepreneurship, Start-ups, Marketing

Education
University of California, Irvine
Bachelor's Degree

Van Lannon Van Lannon Orange County, California Area Details
Van Lannon's Lehman Brothers - Small Business Finance Experience 2002 - 2008
Job VP, SBA Processing and Closing Manager at Banc of California
Industry Real Estate
Experience
Banc of California  March 2015 - Present
ReadyCap Commercial, LLC  March 2014 - March 2015
Pacific Enterprise Bank  March 2011 - March 2014
Aurora Bank FSB  October 2009 - March 2011
CBS Radio/KLSX   October 2008 - December 2009
Lehman Brothers Small Business Finance  2002 - 2008

Skills
Banking, Documentations, Commercial Lending, Loans, Underwriting, Sales, Portfolio Management

Education
University of California, Irvine   1998 — 2002
BS, Criminology, Law and Society

University of California, Irvine   1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Criminology, Law & Society

Dave DiNucci Dave DiNucci Sarasota, Florida Area Details
Dave DiNucci's Lehman Brothers - Small Business Finance Experience August 2005 - July 2008
Job Professional Executive with a passion for Integrity
Industry Real Estate
Experience
Jubilee Foreclosure Management Services   February 2010 - March 2012
Lehman Brothers Small Business Finance  August 2005 - July 2008
Centerpointe Financial   March 2003 - June 2005
Compass Technology  May 1997 - February 2003
Milgray Electronics  October 1993 - April 1997

Education
University of Massachusetts, Amherst   1987 — 1991
Bachelor of Science, Sports Management

Nik Chillar Nik Chillar Irvine, California Details
Nik Chillar's Lehman Brothers - Small Business Finance Experience 2000 - 2001
Job Real Estate Capital Markets at Opus Bank
Industry Capital Markets
Experience
Opus Bank  2014 - Present
Union Bank  2012 - 2014
Belgravia Capital  June 2006 - 2012
CharterMac Mortgage Capital   2004 - 2006
Centerline Capital Group  2004 - 2006
Tremont Realty Capital  2003 - 2004
Lehman Brothers  2001 - 2003
CNL Commercial Finance   2000 - 2001
Lehman Brothers Small Business Finance  2000 - 2001
FINOVA Realty Capital  1997 - 2000

Skills
Portfolio Management, Loans, CMBS, Financial Structuring, Finance, Commercial Real Estate, Securitization, Real Estate Economics, Real Estate, Real Estate Development, Investments, Capital Markets, Investment Banking, Structured Finance, Investors, Commercial Mortgages, Disposition, Valuation, Mortgage Lending, Private Equity, Financial Modeling, Due Diligence, Alternative Investments, Loan Origination, Real Estate Financing, Asset Management, Financial Analysis, Venture Capital, Acquisitions, Mezzanine, Asset Managment, Brokerage, Capital, Entrepreneurship, Securities, Mergers & Acquisitions, Leveraged Finance, Equities, Funding, Investment Properties, Financial Advisory, Investor Relations, Loan Servicing, Leases, Private Placements, Joint Ventures, Real Estate Private..., Corporate Finance, Commercial Lending

Education
University of California, Irvine   1992 — 1997
BS Biology

University of California, Irvine   1992 — 1997
BA Social Science

Flintridge Preparatory School   1987 — 1992
High School

Alexis J Lombardi Alexis J Lombardi Boise, Idaho Details
Alexis J Lombardi's Lehman Brothers - Small Business Finance Experience March 2005 - July 2006
Job Single Family Project Coordinator at Idaho Housing and Finance Association
Industry Financial Services
Experience
Idaho Housing and Finance Association  September 2014 - Present
Small Business Financial Development Corporation of Orange County   March 2012 - September 2014
ING Santa Ana   January 2009 - March 2012
Case, Lombardi & Pettit   July 2006 - June 2009
Lehman Brothers Small Business Finance  March 2005 - July 2006

Skills
Access, Training, Customer Service, Credit, Real Estate, Project Planning, Budgets, Analysis, Management, Project Management, Accounts Receivable, Loans, Insurance, Negotiation, Microsoft Office, Business Planning, Microsoft Excel, Sales, Small Business, Finance, Marketing, Mergers & Acquisitions, Coaching, Banking, Risk Management, Accounting, Commercial Lending, Leadership, Financial Analysis, Microsoft Word, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending

Education
University of California, Santa Barbara
Bachelors of Arts, Geography

University of Wollongong, Australia

Terrie Meyers Terrie Meyers Orange County, California Area Details
Terrie Meyers's Lehman Brothers - Small Business Finance Experience March 2006 - July 2008
Job Curriculum Developer at Toyota Financial Services
Industry Professional Training & Coaching
Experience
Toyota Financial Services  November 2009 - Present
Coffee Bean and Tea Leaf  January 2009 - November 2009
Washington Mutual  October 2008 - December 2008
Toyota Financial Services  July 2008 - October 2008
Lehman Brothers Small Business Finance  March 2006 - July 2008
Washington Mutual  March 2003 - March 2006
Coldwell Banker Real Estate  June 1997 - March 2003

Skills
Instructional Design, Needs Analysis, Training, Blended Learning, Program Management, Curriculum Design, Instructor-led Training, Learning Management, ADDIE, Manuals, Photoshop, Management, MS Project, Leadership, Articulate Storyline

Education
California State University-Fullerton
Master of Public Administration, Human Resources

California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts, Business Administration

California State University-Long Beach
Certificate, Instructional Design

Amy (Amy Cooper) Joseph Amy (Amy Cooper) Joseph Austin, Texas Area Details
Amy (Amy Cooper) Joseph's Lehman Brothers - Small Business Finance Experience February 2001 - July 2008
Job Business Development Officer at Capital CDC
Industry Banking
Experience
Capital CDC  August 2012 - Present
Capital CDC  November 2008 - December 2010
Lehman Brothers Small Business Finance  February 2001 - July 2008

Skills
Commercial Lending, Small Business Lending, Loans, Credit Analysis, Credit, Commercial Banking, Banking, Financial Analysis, Loan Origination, Business Development

Education
University of Houston-Victoria   1991 — 1996

Shasha Glaves Shasha Glaves Orange County, California Area Details
Shasha Glaves's Lehman Brothers - Small Business Finance Experience 2002 - 2008
Job Law
Industry Legal Services
Experience
EDP Legal Service   April 2008 - Present
Lehman Brothers Bank  2002 - 2008
Lehman Brothers - Small Business Finance   2002 - 2008

Education
California State University-Fullerton   1994 — 1999

Jerry Michael Jerry Michael Orange County, California Area Details
Jerry Michael's Lehman Brothers - Small Business Finance Experience 2007 - 2008
Job Freelance Appraiser
Industry Real Estate
Experience
JP Morgan Chase  March 2011 - June 2015
Aurora Bank FSB  August 2009 - January 2011
JP Morgan Chase  February 2009 - August 2009
Lehman Brothers Small Business Finance  2007 - 2008
Fremont Investment & Loan  1996 - 2007
First Interstate Bank  1993 - 1996
Citibank  1992 - 1993
Long Beach Bank  1989 - 1992
California Federal Bank  1987 - 1989
Beverly Hills Savings   1986 - 1987

Skills
Mortgage Lending, Loan Origination, Banking, Loans, Mortgage Banking, Management, Credit Analysis, Credit, Real Estate, REO

Education
Excelsior College   1984 — 1988
Bachelor of Arts

Jessica March Jessica March Greater Los Angeles Area Details
Jessica March's Lehman Brothers - Small Business Finance Experience January 2006 - September 2008
Job Sr. Loan Administrator at Union Bank
Industry Commercial Real Estate
Experience
Union Bank  November 2013 - Present
ReadyCap Commercial, LLC  April 2013 - November 2013
Plaza Bank  October 2008 - April 2013
Lehman Brothers Small Business Finance  January 2006 - September 2008

Education
California State University-Long Beach
Business Administration, Finance, Real Estate & Law

Anna Dajero Anna Dajero Orange County, California Area Details
Anna Dajero's Lehman Brothers - Small Business Finance Experience 2004 - Present
Job Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
Lehman Brothers - Small Business Finance   2004 - Present
Lehman Brothers Bank-Small Business Finance   2004 - Present
Lehman Brothers Bank SBF   2004 - Present
Aurora Bank FSB  2010 - 2010
Lehman Brothers Bank  2004 - 2008
Lehman Brothers, SBF   2004 - 2008
Lehman Brothers  2004 - 2008
Lehman Brothers Bank, FSB  2004 - 2008

Education
University of North Florida   1998 — 2001

Terry Berg Terry Berg Orange County, California Area Details
Terry Berg's Lehman Brothers - Small Business Finance Experience March 2008 - July 2008
Job Director/SBA Credit Manager at Union Bank
Industry Banking
Experience
Union Bank  January 2012 - Present
Pacific Enterprise Bank  November 2010 - January 2012
Mission Lutheran Church   2008 - 2011
Aurora Bank  June 2010 - November 2010
First Team Real Estate  March 2009 - October 2010
Banking & Real Estate Professional   July 2008 - May 2009
Lehman Brothers Small Business Finance  March 2008 - July 2008
Lehman Brothers  1998 - 2008

Skills
Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Credit Analysis, SBA, Underwriting

Education
California State University-Long Beach - College of Business Administration   1986 — 1988
BS, Financial Management

Sonia Maceranka CPA, CIA Sonia Maceranka CPA, CIA Orange County, California Area Details
Sonia Maceranka CPA, CIA's Lehman Brothers - Small Business Finance Experience November 2006 - December 2008
Job Operations Risk Manager
Industry Financial Services
Experience
PennyMac CREF   February 2015 - Present
Sabal Financial Group LP  July 2014 - February 2015
Independent Consultant  July 2013 - July 2014
Opus Bank  April 2011 - June 2013
Aurora Bank FSB  June 2009 - April 2011
Pacific Premier Bank  December 2008 - June 2009
Lehman Brothers Small Business Finance  November 2006 - December 2008
Commercial Capital Bank  2004 - 2006
County of Orange  January 2003 - June 2004
KPMG  1998 - 2003

Skills
Banking, Financial Analysis, Credit, Financial Modeling, Financial Reporting, Mortgage Banking, Internal Audit, Internal Controls, Risk Management, Risk Assessment, SOX Compliancy, Compliance, Due Diligence, Sarbanes-Oxley Act, Cash Management, Loans, Finance, Financial Risk, Operational Risk..., Credit Analysis, Enterprise Risk..., Financial Services, Business Process, Auditing, Sarbanes-Oxley, COSO, Leadership, Financial Audits

Education
Boise State University   1992 — 1997
BBA, Accounting

Kelly Huddleston Kelly Huddleston Orange County, California Area Details
Kelly Huddleston's Lehman Brothers - Small Business Finance Experience March 1997 - Present
Job Chief Credit Officer at Lehman Brothers Bank
Industry Commercial Real Estate
Experience
Lehman Brothers Small Business Finance  March 1997 - Present
Federal Deposit Insurance Corporation  1990 - 1994

Education
University of California, Irvine
BA

Angela Him-Moreno Angela Him-Moreno Orange County, California Area Details
Angela Him-Moreno's Lehman Brothers - Small Business Finance Experience October 2006 - March 2007
Job SBA Credit Executive at Union Bank
Industry Banking
Experience
Union Bank  September 2015 - Present
Union Bank  May 2014 - Present
GE Capital  October 2011 - May 2014
Federal Deposit Insurance Corporation  March 2009 - October 2011
Lehman Brothers Bank  March 2008 - September 2008
Lehman Brothers  March 2007 - March 2008
Lehman Brothers Small Business Finance  October 2006 - March 2007
Premier Commercial Bank  September 2004 - September 2006
BBVA Bancomer USA (Valley Bank)   2003 - 2004
Washington Mutual Bank  2000 - 2002

Skills
Loans, Commercial Lending, Underwriting, Credit Analysis, SBA, Mortgage Lending, Commercial Mortgages, Small Business Lending, Credit, Banking, Real Estate Financing, Real Estate, Lines Of Credit, Credit Risk, Commercial Banking, Mortgage Banking, Portfolio Management, Refinance, Loan Servicing, Finance

Education
California State University-Los Angeles   1979 — 1982
B.S., Business Administration

Jeff Arnston Jeff Arnston Greater Los Angeles Area Details
Jeff Arnston's Lehman Brothers - Small Business Finance Experience June 2004 - November 2007
Job Selfemployed
Industry Banking
Experience
Self-employed  June 2015 - Present
Universal Bank  November 2010 - October 2013
Aurora Bank Commercial Services   June 2010 - October 2010
BBVA Bancomer USA  November 2007 - August 2009
Lehman Brothers Small Business Finance  June 2004 - November 2007
Universal Savings Bank  April 1998 - June 2004
various banks - information available upon request   1988 - March 1998

Skills
Credit Analysis, Underwriting, Credit, Loans, Small Business Lending, Commercial Mortgages, Banking, Excel, Credit Risk, Commercial Lending, Commercial Banking, Word, Lines Of Credit, Finance, Mortgage Lending, Real Estate Economics, Financial Risk, Loan Origination, Financial Analysis, Portfolio Management, Microsoft Word

Education
University of California, Irvine
BA, Economics

Kelly Huddleston Kelly Huddleston Orange County, California Area Details
Kelly Huddleston's Lehman Brothers - Small Business Finance Experience December 2004 - January 2009
Job Chief Operating Officer, Business Banking Group, Union Bank
Industry Financial Services
Experience
ReadyCap Commercial, LLC  2012 - Present
Aurora Bank Commercial Services   2009 - June 2012
Lehman Brothers Small Business Finance  December 2004 - January 2009
CNL Commercial Finance   September 2000 - December 2004
BYL Bank Group, SBA Division   March 1997 - September 2000
Heller First Capital   1995 - 1997
The Money Store  1994 - 1995
Federal Deposit Insurance Corporation  1990 - 1994

Education
University of California, Irvine
Bachelor of Arts (B.A.)

Arlene Ferrar Arlene Ferrar Greater Los Angeles Area Details
Arlene Ferrar's Lehman Brothers - Small Business Finance Experience October 2007 - July 2012
Job
Industry Banking
Experience
Loan Depot dba Imortgage   July 2012 - March 2014
loanDepot dba imortgage   March 2012 - 2014
Lehman Brothers Small Business Finance  October 2007 - July 2012
Ameriquest mortgage  2004 - 2007

Skills
Financial Modeling, Risk Management, Access, Credit, Asset Management, Investments, Business Analysis, Portfolio Management, Due Diligence, Credit Analysis, Loan Origination

Education
Fullerton College   1990 — 1995
A.A Degree, Communications

Fullerton College   1990 — 1995
A.A, Communications

Chris Gallant Chris Gallant Baltimore, Maryland Area Details
Chris Gallant's Lehman Brothers - Small Business Finance Experience 2005 - 2008
Job Commercial Real Estate & SBA Lending Professional
Industry Financial Services
Experience
Fidelity Bank  November 2012 - Present
Alternative Capital Funding   June 2005 - Present
Lehman Brothers Small Business Finance  2005 - 2008
Lehman Brothers Bank  2005 - 2008

Skills
Commercial Lending, Bridge Loans, Underwriting, Commercial Mortgages, Investment Properties, SBA Loans, Alalyzing and..., Loans, Financial Structuring, Real Estate, Commercial Real Estate, SBA 504, Mortgage Lending, Investments, Banking, Real Estate Economics, Investors, USDA, Loan Origination, Real Estate Financing, SBA, Sales, Asset Based Lending, Mergers & Acquisitions, Credit, Finance, Funding, Small Business Lending, Refinance, Credit Analysis, Start-ups, Mortgage Banking, Portfolio Management, Business Development, Construction Loans, Relationship Management, Private Equity, Cash Management, Financial Analysis, Financial Services, Referrals, Residential Mortgages, FHA, Management, Commercial Banking, Due Diligence, Consumer Lending, Loan Servicing, Lines Of Credit, Credit Risk

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MA, Human Resources Management

South Carolina State University
BS, Business Administration

Jennifer Willingham Jennifer Willingham Greater San Diego Area Details
Jennifer Willingham's Lehman Brothers - Small Business Finance Experience December 2004 - March 2008
Job Purchasing Analyst at Guest Services, Inc.
Industry Events Services
Experience
Guest Services, Inc.   February 2012 - Present
General Atomics Aeronautical Systems  September 2010 - September 2011
Century 21 United Brokers  March 2010 - September 2010
Mary Kay Cosmetics  March 2010 - September 2010
Lehman Brothers Small Business Finance  December 2004 - March 2008

Skills
Microsoft Excel, Financial Analysis, Data Analysis, Event Planning, Credit Analysis, Loans, Microsoft Office, Leadership, Banking, Management, Inventory Management, Customer Service, Credit, Business Development, Training, Marketing

Education
University of California, Riverside   2000 — 2004
BA, Business Administration

Kathy Kato Kathy Kato Orange County, California Area Details
Kathy Kato's Lehman Brothers - Small Business Finance Experience December 2004 - October 2005
Job VP, Assistant Controller
Industry Banking
Experience
California Republic Bank  November 2011 - Present
Resources Global Professionals  October 2005 - October 2011
Lehman Brothers Small Business Finance  December 2004 - October 2005
CNL Commercial Finance, Inc.   July 2000 - December 2004
WFS Financial  March 1993 - June 2000
Security Pacific Bank  May 1989 - February 1993

Skills
Financial Analysis, Cash Management

Education
California State University-Fullerton
Bachelor of Arts, Accounting