Tag: Commercial Lending

Robert “Bob” Rinaldi: Driving Growth, Shaping Strategy, Elevating Industries

I’m proud to share a more complete look at my professional journey and the experiences that have shaped my work in the equipment finance industry. From founding and scaling companies to advising organizations around the world, I’ve been fortunate to collaborate with exceptional people and contribute to a constantly evolving field. Here is my biography.

Tim Schultz: Visionary Banking Executive Driving Portfolio Excellence and Strategic Growth Across Financial Services

Tim Schultz is a seasoned banking executive with a distinguished career spanning over 25 years in commercial and small business lending, credit risk, and portfolio management. Known for his strategic leadership and operational excellence, Tim has led large, diverse teams and implemented innovative credit processes that have been adopted across national banking platforms. His tenure at PNC (formerly BBVA) and Compass Bank showcases a consistent track record of enhancing efficiency, reducing risk, and driving strong portfolio performance. With deep expertise across financial services and a collaborative, ethical leadership style, Tim continues to be a trusted force in the banking industry.

Lisa Hollingshead: Experienced Commercial Lending Executive Focused on Portfolio and Relationship Management

Lisa Hollingshead is a seasoned commercial lending executive with extensive experience in portfolio management, credit risk assessment, and relationship development. As Vice President, Portfolio Manager II at Community West Bank, she plays a pivotal role in managing loan portfolios, ensuring compliance, and fostering client relationships to support business growth. With a strong background in SBA, USDA, and EDA loan programs, Lisa combines financial expertise with a strategic approach to risk management and business development. Her commitment to customer service, teamwork, and operational excellence has made her a trusted leader in the financial industry.

John Rath: Building Success Through Relationships, One Connection at a Time.

Excited to share my professional journey, highlighting my 45+ years of experience in relationship banking, commercial lending, and strategic financial leadership. As I transition into board and advisory roles, I look forward to leveraging my expertise in financial governance, risk management, and strategic planning to help organizations grow and succeed. Here is my biography.

Joe Grabowski: A Seasoned Financial Services Executive and Strategic Leader

Joe Grabowski is a distinguished financial services executive with over two decades of expertise in corporate finance, commercial real estate, and asset management. As the fractional chief financial officer of Blue Jay Investments LP and managing member of The Afton Group, LLC, he provides strategic financial consulting, forecasting, and cost analysis services. His career includes leadership roles at Regions Bank and Wells Fargo, where he managed large portfolios, optimized risk management strategies, and drove financial growth. A dedicated community leader, Joe has served on multiple nonprofit boards and holds an MBA from Azusa Pacific University. His strategic vision and financial acumen make him a trusted leader in the industry.

Edward Ptacek: Executive Vice President, Real Estate Innovator, and Financial Strategist; Turning Complex Challenges into Strategic Opportunities.

I’m excited to share my professional biography, which highlights over 30 years of experience in real estate finance, valuation, and asset management. From leading complex refinancing deals to pioneering microgrid appraisals, I’ve focused on delivering innovative solutions and fostering meaningful partnerships.

Elliott Zakem: Transforming Financial Services through Digital Innovation and Client-Centric Strategy.

I’m excited to share my professional biography, highlighting my experience in digital transformation, commercial lending, and financial risk management. As a digital executive with nearly two decades in financial services, I’m driven by a commitment to client-centric innovation and continuous improvement.

Michael Petix: Financial and Real Estate Investment Executive

I’m excited to share a bit about my professional journey in helping businesses navigate the complex world of finance. Throughout my career, I’ve worked on capital raising, restructuring, M&A, and direct investments, building strong relationships in corporate finance, private equity, and banking. Leveraging these networks, I’ve delivered tailored solutions for businesses across various industries. If you’re looking for guidance on how to fix, buy, or sell your company, I’d love to connect and explore how I can help you achieve your goals.

Timothy Spitz: Empowering Success Through Strategic Vision and Ethical Leadership.

I’m thrilled to share my latest professional biography, highlighting my journey and experiences in the banking and finance industry. With over 40 years of dedication to strategic leadership and customer excellence, I’ve had the privilege of working across various roles, from leading at Midland States Bank to impactful community service. In my current role as SVP of Customer Experience at Midland States Bank, I've focused on enhancing customer satisfaction and operational efficiency, while my past roles have allowed me to drive significant growth and strategic initiatives. My career has been driven by a commitment to ethical leadership and a passion for maximizing human potential. I invite you to read more about my journey and how I’ve contributed to shaping successful organizations and fostering positive change. Feel free to connect or reach out if you'd like to discuss industry insights or potential collaborations.