Eric Newman, Bojangles’
Eric Newman, Executive Vice President, General Counsel and Secretary, Bojangles’
As Executive Vice President, General Counsel and Secretary of the Bojangles’ companies, Mr. Newman oversees franchise and company development and has responsibility for strategic growth and expansion. During the last five years, under his management of its development functions, Bojangles’ has been one of the fastest growing and most successful expansion companies in the restaurant industry, and has been named as the fastest growing chicken restaurant chain, and among the fastest growing private companies in the nation. In 2012, in his role as General Counsel Mr. Newman was named “Outstanding Corporate Counsel” by the Charlotte Business Journal in its inaugural annual award in the category.
Throughout his career, Mr. Newman has advised numerous companies in various industries with regard to business, corporate and franchise matters as well as legal consultation with various franchise systems and law firms. For many years Mr. Newman has consulted with franchise systems and companies regarding growth and business expansion strategies, both domestically and internationally. He also teaches Constitutional Law and Business Law as an Adjunct Professor at the University of North Carolina at Charlotte. Prior to his career in franchise and development, he working in banking and lending as Corporate Counsel for Barclays American Corp, as part of Barclays Bank, and as a staff attorney and law clerk to the U.S. Court of Appeals for the Fourth Circuit.
Dan Stone, Front Burner Brands
Dan Stone, CFE, Vice President of Franchise Development, Front Burner Brands
As vice president of franchise development for Front Burner Brands, Dan Stone is responsible for domestic and international development for all Front Burner Brands concepts. He oversees franchise compliance, legal and franchise administration. Previously, Stone served as director of franchise development for The Melting Pot Restaurants, Inc.
Front Burner Brands, Inc. is a full-service and fast-casual restaurant management company headquartered in Tampa, Fla., and is affiliated with dynamic and niche-specific brands including The Melting Pot, the premier fondue restaurant franchise with more than 135 locations in four countries, Burger 21, the “beyond the better burger” franchise concept with nine locations and over twenty in development in more than eight states, and GrillSmith restaurants with six locations in Tampa, Fla., as well as other concepts in development.
Prior to joining The Melting Pot Restaurants, Inc. in 2006 as director of franchise sales, Stone was the director of human resources and assistant general manager for Winegardner & Hammons, Inc., a professional hotel management firm that manages multiple hotel franchises nationwide including Marriott and Embassy Suites. Responsibilities included food and beverage, sales, marketing, event planning, revenue management, hotel operations and human resources.
A graduate of Penn State University, Stone earned his bachelor’s degree in hotel, restaurant and institutional management. He received his Certified Franchise Executive (CFE) certification from the International Franchise Association (IFA) in February 2010. He serves on the board of directors for the Montessori School for the Deaf in Clearwater, Fla., was a founding steering committee member for the Friends of St. Jude Tampa Chapter and is a key organizer in the IFA FBN Tampa Chapter.
Laura Tanaka, Del Taco
Laura Tanaka, Director of Franchise Development for Del Taco
Laura Tanaka is the Director of Franchise Development for Del Taco, the second largest Mexican QSR brand in the US. Laura has been with Del Taco since November 2011 and is responsible for growing the brand through franchise recruitment for the entire US. Her background includes 20+ years of successful franchise sales, development, operations, management, and real estate experience with some of the “top 100 companies” in the QSR and casual dining categories such as IHOP Restaurants, Popeye’s Chicken, Mrs. Fields Famous Brands and Steak n Shake. In addition, Ms. Tanaka was a multi-unit franchisee owner/operator of Papa Murphy’s Take-N-Bake Pizza in the San Francisco area for four years. Laura also has extensive experience in non-traditional development in airports, colleges & universities and military bases. She graduated with an MBA from Pepperdine University and is a member of ICSC and IFA (International Franchise Association). She lives in Huntington Beach, CA with her husband.
Lydia Fogarty, Planet Fitness
Lydia Fogarty, Director of Franchise Finance, Planet Fitness
Lydia Fogarty has served as our Director of Franchise Finance since April 2012. From June 2010 through March 2012, Ms. Fogarty was our Human Resource Manager. From August 2005 through January 2010, Ms. Fogarty worked in the finance division at Direct Capital
Corporation in Portsmouth, New Hampshire.
Larry Rosenberger, FICO Research Fellow
Larry Rosenberger, FICO’s first Research Fellow
Larry Rosenberger was named FICO’s first Research Fellow in 2007, following more than 33 years of service to the company. In this capacity, he continues to pursue research projects that advance FICO’s analytic science. From 1999 to 2007, he led FICO’s Research Unit, focused on early stage innovation in such areas as decision analytics/Strategy Science and Consumer Capacity Index. From 1991 to 1999, he served as President and CEO. During that time, FICO experienced consecutive years of record growth, with annual revenues increasing from $31 million to over $276 million. Prior to that position, he managed the Engineering, Research, and Development Division. In that capacity, he was responsible for the technical development, production and marketing of the company’s most advanced products. Mr. Rosenberger holds a B.S. in physics from the Massachusetts Institute of Technology and an MS in physics and operations research from the University of California, Berkeley. He is also chairman of the board of directors of the Marin Education Fund and board member of the Marin Community Foundation.
Manuel R. Gonzalez, SBA District Director
Manuel R. Gonzalez, SBA District Director, Houston
Manuel R. Gonzalez is the District Director for the 32 county Houston District of the United States Small Business Administration (SBA). He holds a graduate degree from the University of Wisconsin, School of Banking and a Bachelor of Business Administration in Accounting from Texas A&M University. Prior to joining the SBA, Mr. Gonzalez held several upper management positions with the private sector.
Mr. Gonzalez is responsible for directing the activities of the Houston District Office, including supervision of a minority small business portfolio comprised of over 100 firms in the 8(a) program, administration of the University of Houston Small Business Development Center and 15 sub-centers, and coordination of two chapters of SCORE, “Counselors to America’s Small Business.”
Brian Burke, CRF USA
Brian Burke, National SBA Lending Director
Brian Burke is the National SBA Lending Director for Community Reinvestment Fund, USA, (CRF) a nationwide non-profit small business lender. At CRF, Burke combines his 25 years of small business lending experience with a passion for helping underserved small businesses access the capital they need to grow and create jobs.
Before joining CRF, Burke co-founded and operated his own SBA lending consultancy, sba Access. Prior to that, Brian led CIT Small Business Lending’s SBA 7(a) loan production office in Highlands Ranch, Colo. to record production nationally. Before that, Brian spearheaded the consolidation and specialization of SBA lending for Bank One, NA and Affiliates (now JPMorgan Chase).
Brian graduated from Regis University, Denver, CO and resides in the Denver area with his wife Jean.
Mike Rozman, BoeFly
Mike Rozman is Co-President and Chief Strategy Officer of BoeFly, LLC.
Mike oversees business development, marketing, and external affairs. He drives best practice information in the credit industry overseeing BoeFly’s educational programs and outreach, and is a frequent speaker at conferences and events focused on small business lending, franchise finance and secondary markets.
Previously, Mike was the President and Co-Founder of Edgeware Analytics, Inc. the parent company to GovGex and Small Business Loan Exchange, the two online marketplaces that served as the founding platforms of BoeFly. Prior to co-founding Edgeware Analytics in 2003, Mike was a Vice President at JPMorgan Chase in their Global Bank.
Mike earned a dual-MBA from Columbia Business School and the London Business School as well as a bachelor’s degree from Boston College
Kane Polakoff, Quatrro
Kane Polakoff, Solutions Architect, Quatrro
Kane leads the Solution’s team for Quatrro FPO Solutions providing Finance and Accounting Services and Human Resource Services to small, midsize and large clients. Kane is experienced in delivering high value integrated solutions globally, and leading consulting and business process services engagements. Functioning in areas of solution development, operations, customer relationship management, sales and marketing, Kane has more than seventeen years of wide-ranging leadership and experience, including launching 2 new line of businesses in Healthcare and Finance and Accounting, where as an early stage founding team member responsible for developing the go to market strategy and building the practice while contributing in other functional areas such as sales, solutions, and delivery.
Prior to joining Quatrro FPO Solutions, Kane worked for companies such as Accenture, Aegis and SourceHOV. While at Accenture, Kane was responsible for supporting the BFSI vertical leading cross functional teams through the entire project life cycle for clients such as Allstate Insurance, SunTrust and Bank of America. At SourceHOV and Aegis, Kane grew the Finance and Accounting line of business working with clients within the Healthcare, Publishing, Manufacturing and Retail verticals.
Kane received a B.S. in Business Administration with a Minor in Spanish from the University of California, Riverside. Kane lives in Detroit, Michigan with his family. He enjoys playing and coaching soccer, spending time with his family, traveling the world, and working in his garden.
Ryan Palmer, Monroe Moxness Berg
Ryan Palmer, Monroe Moxness Berg
Ryan Palmer is a shareholder at Monroe Moxness Berg, where he represents concept and brand owners in the development of franchise and other distribution systems for their products and services. His experience includes structuring and documenting domestic and international franchise programs and transactions in a variety of industries and advising clients on the creation and implementation of license and franchise programs for non-traditional venues. He is also active in the firm’s mergers and acquisitions and corporate finance practice groups and frequently advises clients in sale, purchase, license and finance transactions in the multi-unit retail and franchised industries.
Ryan is consistently identified as a Legal Eagle (one of franchising’s top 125 attorneys) by Franchise Times magazine. He graduated cum laude from the University of St. Thomas School of Law, where he was the founding editor-in-chief of the school’s law review.
Bob Coleman, Coleman Report
Bob Coleman, Editor, Coleman Report
Bob Coleman is the Author of “Money Money Everywhere and Not a Drop for Main Street“. Coleman is the Editor of the Coleman Report, a trade newsletter for small business bankers. He is the nationally recognized expert on small business financing. He has appeared on Fox Business News and CNN and has been quoted by all major financial media outlets including the Wall Street Journal, New York Times and Bloomberg. He has spoken at numerous small business banking events across the United States, including international engagements in the U.K. and Germany. Coleman has a B.A. in Medieval History from the University of California Santa Barbara and a M.B.A. in Real Estate Finance from the University of Southern California.
Mary Jo Larson, Franchise Times
Publisher/Vice President, Franchise Times
Mary Jo is vice president of Franchise Times Corp. and publisher of two of the company’s publications: Restaurant Finance Monitor and Franchise Times magazine. As publisher of these titles, she has overall responsibility for the advertising sales and editorial content of the publications.
Mary Jo has been with Franchise Times Corp. since 1990. In addition to her publishing duties, she also heads up the sales and planning efforts for the Restaurant Finance & Development Conference and the Franchise Finance & Growth Conference. She is quoted on the franchise community in general interest, news and business publications, and is a speaker at industry events.
Mary Jo has been active in various organizations related to franchising and restaurants, including working on the Executive Programs committee of the Women’s Foodservice Forum and as a member of the franchise advisory committee of Women Venture, a non-profit organization that helps women realize entrepreneurial goals. Mary Jo is also past president of the board of directors for the Minnesota Magazine & Publishing Association. She holds a B.A. in journalism and mass communications from the University of Minnesota.
Since 1988, the Restaurant Finance Monitor has been circulated to senior executives in the restaurant finance, franchising and real estate industries, with an emphasis on topics such as public offerings, finance sources, analyst stock recommendations and taxes.
In 1998, the Restaurant Finance Monitor purchased Franchise Times magazine. The new Franchise Times premiered in January 1999, and targets the multi-unit franchise executive or owner. Franchise Times has grown to be the definitive source business executives and owners will look to for franchise news and business information. The publication takes a look at both the serious, and fun, side of the franchise sector. The magazine also released the Franchise Times Guide to Selecting, Buying and Owning a Franchise, which was published and distributed by the publishing arm of Barnes & Noble Booksellers.
David Nayor, BoeFly
David A. Nayor, Co-President and Chief Operating Officer
David Nayor manages all production of BoeFly’s marketplace, tools, and network from conception to implementation. In addition, David oversees the company operations including personnel and accounting.
Prior to joining BoeFly, David opened a New York production office for the Denver based United Western Bank (UWB) where he originated and closed commercial loan transactions. Before joining UWB, David was Vice President and National Accounts Manager for Business Loan Express, LLC in New York, a non-bank small business and real estate lender. He joined BLX in 2001 as a credit analyst and also served as Franchise Finance Manager. During his tenure at BLX he funded over $100 million in small business and commercial real estate loans.
David also was an associate trader at CIBC World Markets where he traded institutional equity derivatives. Prior to that, he held positions as a sales assistant in equity derivatives trading at Bankers Trust Alex Brown (BT Alex Brown) and in trading operations in the FX Derivatives division of Bankers Trust Company.
David holds a Bachelor’s degree in Finance from Lehigh University.
Brent Greenwood, Firehouse Subs
Brent Greenwood, Sr. Manager of Franchise Development
Brent Greenwood has been our Sr. Manager of Franchise Development since August 2008. Prior to that from March 2007 to June 2008, he was General Manager/Regional Director for Jan-Pro of Northeast Florida, a commercial cleaning master franchise in Jacksonville, Florida. From July 2005 to March 2007, he was General Sales Manager of Dominion Enterprises in Ocala, Florida. From March 2003 to June 2005, he was Director of Sales for Bisk Education, Inc.
Chris Eby, Firehouse Subs
Chris Eby, Senior Manager, Franchise Development
Chris Eby is the Senior Manager of Franchise Development with Firehouse Subs. He has been in that position for over three years. In addition, Chris has over twenty years of sales experience across various industries. Chris also possesses an entrepreneurial background that includes the start-up of his own commercial cleaning company and served as the Vice President of Operations for a start-up vending franchise.
Ken Rosenthal, CDC Capital Markets
Ken Rosenthal, Senior Advisor – Lending, Education & Training
CDC Capital Markets
Wholly owned subsidiary of CDC Small Business Finance
SBA 504 Secondary Market Solutions
Professional:
- Marketing SBA-504 Secondary Market Solutions
- 20 years experience as Senior Loan Officer for CDC Small Business Finance
- Funded over 1,000 SBA-504 loans for more than $2 billion
- Former board member – National Association of Development Companies (NADCO)
- NADCO Sales & Marketing Training Instructor
Education:
- MBA in Marketing and Entrepreneurship – Arizona State University
- B.A. in Economics – University of California, Berkeley
Personal Accomplishments:
- Six-time U.S. National and World Aerobic Champion
Jeff Sturgis, McAlister’s Deli
Jeff Sturgis, Chief Development Officer
Jeff has over 17 years of experience in the areas of franchise sales, franchise development and franchise strategy. In his current role as Chief Development Officer for McAlister’s Deli, Jeff is responsible for the strategic planning and execution of all store development, real estate and franchise sales activities. . Prior to joining McAlister’s, Jeff was the Founder and President of Franchise System Advisors, a consulting and strategic planning firm focused on the franchise industry. At Franchise System Advisors he worked with franchisors to help them evaluate, develop and implement successful franchise sales & development strategies. Clients of FSA included start-up, emerging and mature brands in segments such as Casual Dining, QSR, Fast Casual, Senior Care, Fitness, Home Services and Retail. Prior to founding FSA, Jeff spent 3 ½ years as the Vice President of Franchise Development for Fantastic Sams Hair Salons, an 1100 unit chain of full service hair salons. At Fantastic Sams, he led the franchise sales, real estate and store development functions. Prior to Fantastic Sams, Jeff spent 4 ½ years as the Regional Vice President of Franchise Sales for FOCUS Brands, a multiconcept food franchisor. In this role, Jeff was responsible for all US franchise sales activities for Carvel Ice Cream and Cinnabon.
Jeff is a frequent speaker at and contributor to franchise industry events and publications; is a past Board Member of the IFA Supplier Forum and formerly on the Board of the New England Franchise Association
Kevin King, Papa Murphy’s
Kevin King, Chief Development Officer, Papa Murphy’s Take ‘N’ Bake Pizza
Kevin King joined Papa Murphy’s International, Inc., now known as Papa Murphy’s International LLC, in June 2005 as Senior Vice President of Development. In June 2009, Mr. King was promoted to Senior Vice President of Operations. In November 2011, Mr. King was promoted to Chief Development Officer.
Prior to joining Papa Murphy’s International, Inc., Mr. King was with JP Morgan Chase & Co. in Columbus, Ohio from September 2003 to June 2005 working first as Vice President, Regional Planner and then as a Regional Vice President of Real Estate and Construction.
Michael Lubitz, Hurricane Grill and Wings
Michael Lubitz, CFO
Mr. Lubitz is a seasoned financial expert in the restaurant industry. Before joining Hurricane Grill and Wings as its Chief Financial Officer, Mr. Lubitz was Chief Financial Officer of the ADF Companies, one of the largest franchisee restaurant owner/operators in the United States with over 300 locations. Prior to joining ADF Companies, Mr. Lubitz was Vice President – Finance of New World Restaurant Group (BAGL), a publicly traded Company which franchised, owned and operated the Einstein Bros and Manhattan Bagel Brands. During his time at New World, Mr. Lubitz was responsible for integration of several acquisitions as well as oversight of the accounting function. Before New World, Mr. Lubitz was Corporate Controller for The Princeton Review (REVU), a company which provides standardized test preparation courses and related services. Mr. Lubitz is a frequent speaker and panelist on restaurant industry topics.
During the earlier years of his career, Mr. Lubitz was a partner of a CPA firm in public practice in the Washington DC metropolitan area. He received his bachelor of science degree in Accounting from Rider University and is a certified public accountant.
Chris Drazba, InterContinental Hotel Group
Chris Drazba, Vice President
Kevin Kaeding, Martin Franchises Inc.
Kevin Kaeding is the President and CExO (Chief Excitement Officer) for Martin Franchises Inc., franchisor of phenomenal dry cleaning businesses. Our franchisees provide outrageous customer service and are masters of making people look and feel awesome every day. We are the key cog in making sure that people are dressed to make incredible impressions wherever they may go.
Prior to Martin Franchises Inc., Kevin was a financial broker for Fidelity Investments while attending The University of Cincinnati. It was during this time that he received numerous awards for helping investors, and he obtained his Bachelors Degree in accounting and finance with honors.
After graduation, Kevin continued to hone his business and management acumen working several years for a local public accounting firm where he was responsible for supervising audit, tax and assurance services.
Ironically, one of his audit clients (actually his favorite client!) was Martin Franchises. Kevin’s quick understanding of the dry cleaning industry and his knack for establishing relationships, keeping things at ease, providing great service and a hard work ethic led to him being offered and taking a job as Controller for Martin Franchises.
Along with providing the organization with strategic vision and direction, Kevin continues to lead the corporate finance and real estate departments and works regularly with existing franchisees where he helps them in the analysis and growth of their business all while being an advocate for their success.
When Kevin is not devoting his time to Martin Franchises, he is busy volunteering as a sports coach (football, basketball, baseball) for his two children, being a proud parent, filling in as a dog herder for the family’s two dogs and likes to think that he is sharing household CEO duties with his wife and high school sweetheart of more than twenty years.
Michael Arrowsmith, Captain D’s Seafood
Michael Arrowsmith, Chief Development Officer
Michael Arrowsmith, Chief Development Officer for Captain D’s Seafood, the leading fast casual seafood chain, is responsible for the brand’s strategic growth through company and franchise restaurant development. He leads franchise marketing and sales; real estate site selection and management; as well as building design, engineering and construction. A 25-year industry veteran, Michael has held executive-level positions in Sales and Finance with a wide variety of brands including Checkers Drive-In Restaurants, Gloria Jean’s Coffee, and Denny’s Restaurants.
John Metz, Hurricane Grill & Wings
John Metz, Hurricane Grill & Wings
President, RREMC Restaurants, LLC
Chairman and CEO, Hurricane AMT, LLC
Managing Director, Meyer Metz Capital Partners, LLC
President, Hospitality Investment Advisors, Inc.
Managing Member, PB Value Development, LLC
Current Franchisee: Denny’s, Dairy Queen, Hurricane Grill & Wings, and Marriott.
Past Franchisee: Howard Johnson, Bennigan’s, Old Chicago, Burger King, Hilton, and Days Inn.
Current Franchisor: Hurricane Grill & Wings.
The company currently has 58 open units (53 franchise and 5 corporate), with 18 new units to open by year-end 2014.
RREMC Restaurants, LLC, currently consists of 36 operating restaurants with over 1,250 employees with one new restaurant under construction.
Hospitality Investment Advisors, Inc. has previously owned, operated and developed five hotels in South Florida. The hotel group currently has two Residence Inns under development, one in Pompano Beach and one in Oakland Park.
Meyer Metz Capital Partners, LLC holdings include over 40 single-tenant retail properties including restaurants, banks, financial services, and general retail.
Previously President of Roadhouse Grill, McFadden Metz Restaurants Inc., and Continuum Courtyards, LLC.
Graduated from Cornell University with a BS from the School of Hotel Administration and an MBA from The Johnson School of Management at Cornell University.
Also is a licensed General Contractor and Real Estate Salesperson.
Kate Bartosik, FRANdata
Kate Bartosik, Senior Client Solutions Specialist, FRANdata
Kate Bartosik is the Senior Client Solutions Specialist, and the Team Lead for Bank Credit Reports at FRANdata. FRANdata is the primary source of objective research about franchising, providing information, analysis, benchmarking, due diligence and credit risk rating services to franchisors and companies serving the franchise industry.
Kate works with franchisors and lenders on capital access issues. In her years at FRANdata she has worked to facilitate thousands of franchise loans through the Franchise Registry, where franchise brands’ Bank Credit Reports and SBA Approvals are hosted for lenders. An expert on SBA and conventional lending, Kate helps franchisors improve their financing program by having a Bank Credit Report produced and available on the Franchise Registry. More than 5,000 franchise lenders access the Franchise Registry website to find the information they need to underwrite franchise loans.
Kate is a member of the Capital Area Franchise Association, and has participated in over 40 franchise trade shows and conferences. Kate lives in Washington, DC where she earned a master’s degree in International Communication from American University’s School of International Service. She also holds Bachelor of Arts degrees from Michigan State University in International Relations from James Madison College, and in Communication, with a specialization in Public Relations from the College of Communication Arts & Sciences.
Mike McGeehan, FICO
Mike McGeehan, Client Partner , Fair Isaac Corporation (FICO)
Mr. McGeehan has over 20 years of sales and sales management experience. Currently, as a Client Partner he is responsible for customer facing relationship matters primarily to government agencies to help identify business problems where analytics and analytical/decision management software can effectively and efficiently solve clients business problems and deliver value. He works closely with FICO’s subject matter experts to develop solutions, write proposals and statements of work for solution delivery, as well as manages the customer relationship pre and post sale to ensure the FICO team is delivering value. He serves as a FICO government small business expert providing subject matter expertise regarding the government’s use of FICO solutions.
Josh D’Agostino, Genuine Parts Company/NAPA AUTO PARTS
Josh D’Agostino, Director, New Business Development, Genuine Parts Company/NAPA AUTO PARTS
Josh D’Agostino, Director, New Business Development, has been associated with the Genuine Parts Company/NAPA AUTO PARTS family for more than 10 years. Today, he is focused on new business development efforts.
Josh is a graduate of The University of Texas at Austin with a Bachelor of Arts degree in Government. After graduating, he worked as a headhunter with an Executive Search Firm in Austin, Texas focused on the high technology industry. In November of 2002, he began his relationship with Genuine Parts Company/NAPA serving as the National Account Manager for GreatAmerica Financial Services, the largest privately held small ticket leasing company in the nation.
After joining Genuine Parts Company/NAPA in July of 2007, Josh has dedicated his efforts to creating an awareness of the NAPA store ownership opportunity on a nationwide basis. His goal is to generate a pipeline of qualified prospects for new stores, changes of ownership, and the purchase of select company owned stores. He currently supports a team of 18 New Business Development Managers across the company, and has helped the team open more than 500 new NAPA stores, complete more than 550 changes of ownership, and sell more than 250 company owned stores in the past six years. In addition, Josh leads the competitive acquisitions effort for NAPA, and has been heavily involved with the company’s financial partners. Josh also helps oversee the Growth Capital Program, Genuine Parts Company’s sponsored lending program that carries an outstanding portfolio balance in excess of $185 million.
Josh recently served as President of the Board for Inman Park Cooperative Preschool, and currently serves as Organizational Vice President for Congregation Shearith Israel. He and his wife Annie live in Atlanta and have three children, Elena, Sari, and Mira.
Jim Kahler, First United Bank
Jim Kahler, Vice President SBA Credit &Operations Manager, First United Bank
Jim Kahler has been active in SBA lending since 1994. With close to 20 years experience, he has worked on all aspects of SBA lending, from origination, to underwriting, to closing/funding to servicing and liquidations. He has a great deal of knowledge and understanding of the SBA Standard Operating Procedures.
Jim joined First United Bank as the Vice President – SBA Credit and Operations Manager in February 2012. He is responsible for the operations of the SBA Loan Processing Center located in Denton. He oversees all aspects of the SBA Department related to the credit and closing of SBA loans.
He was in a similar position at Independent Bank of Texas as Vice President/SBA Lending during 2011. There he had very similar responsibilities but also assisted with conventional lending products.
Prior to joining IBT, he was the Business Credit Analyst for Texans Credit Union. At Texans Credit Union he was responsible for the SBA operations and underwriting of SBA and conventional small business loan requests.
He has also been the Sr. Operations Manger for the SBA division of First National Bank of Arizona. In this capacity, he was responsible for the NationalLoanOperationsCenter in Plano and supervised up to 10 underwriters, closers and disbursement officers.
Jim has worked for several other SBA lenders, some of which were local banks and others were top SBA national lenders. At the national lenders he has worked in business development, underwriting and loan operations.
Jim holds a Master of Business Administration degree in Marketing as well as a Bachelor of Business Administration in Management/Entrepreneurship from BaylorUniversity.
In addition to his normal work responsibilities, Jim recently took over as the President of the North Texas Association of Government Guaranteed Lenders (NTAGGL). Prior to this position, he held the offices of Treasurer, 2nd Vice President and 1st Vice President. He is very active in this organization and is Co-Chair of the Education Committee. In 2011 he was Co-Chair for the Conference and Chair of the Finance Committee for the Mid-America Lender’s Conference. He is one of the original founding members of NTAGGL.
Jim is very active in small business lending and is a member of North Texas SBDC Advisory Board. The SBDC Advisory Board is composed of stakeholders, partners and individuals with extensive small business experience. The function of the Advisory Board is to provide input to the SBDC management regarding the training, education, and assistance needed by small businesses.
Steve Sheinbaum, Merchant Cash and Capital
Stephen J. Sheinbaum, President and Chief Executive Officer, Merchant Cash and Capital
Mr. Sheinbaum founded Merchant Cash and Capital in April, 2005 and has served as President and CEO ever since. Under his guidance, the company has grown from doing three transactions a month to its present status as one of the industry’s leading cash advance providers. Prior to forming MCC, Mr. Sheinbaum practiced law for 18 years. His practice involved complex commercial litigation, transnational work and advising on general business matters. His clients included credit card processors, independent sale organizations, restaurants and a variety of publicly and
privately held businesses.