Archive for August 2018
ENERGY STAR metrics update – August 2018
In August of 2018, the EPA updated the dataset and scoring metrics used for ENERGY STAR certifications.
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In August of 2018, the EPA updated the dataset and scoring metrics used for ENERGY STAR certifications.
Read MoreLoan Originator: Mike Trehey
mike.trehey@plumlending.com
(608) 286 – 3817
Mike leads PLUM’s origination efforts in the Midwest. He is an experienced financial services professional with an established track record in commercial real estate finance, including private placements, loan origination, underwriting, debt/equity structuring, loan syndication, capital markets and loan sale advisory. Previously, he worked in the investment banking arm for a national accounting firm, originated debt and equity transactions for a boutique mortgage banking firm in Chicago and was a top producer for a national commercial finance company. In his spare time Mike enjoys road biking through the hills surrounding his home near Madison, taking long hikes with his yellow lab, reading and spending time with his wife and three grown children.
President and COO: Manny Brown
Manny wears many hats as COO of Plum Lending. His central role in providing the leadership, strategic vision, and tactical execution as Plum increases its scope and scale providing users of capital with amazing products and services in their local markets.
Before joining Plum, he spent 13 years repositioning and growing Cohen Financial/Pillar Financial as a premier nationwide Commercial Real Estate Mortgage Banker, Agency Lender, and Servicer. Selling the business to SunTrust in 2016 and remaining on through the merger with BB&T that created the new Truist Financial.
Prior to that Manny successfully led the rapid growth and repositioning of companies within small private companies, larger public corporations, all within the Specialty Retail, the Sporting, the Healthcare, and the Specialty Chemicals industries.
Manny has an M.B.A from the University of Chicago Booth School and a B.A. from Lake Forest College. His family is his greatest enjoyment, his canine buddies are his walking partners, and golf is his way to enjoy friendly competition.
Senior Advisor: Legal: John (J.R.) Garibaldi
J.R. oversees all legal and regulatory matters. Prior to joining PLUM, J.R. was an attorney at Nixon Peabody LLP where he advised companies on a wide range of finance, corporate and commercial real estate transactions, including representing financial institutions and borrowers on over $3 billion in debt transactions. J.R. holds a J.D. from UC Hastings, College of Law, a B.A. from UCLA and is a licensed attorney and real estate broker in the state of California.
Chief Credit Officer: Kevin Miller
As Chief Credit Officer, Kevin Miller oversees all credit and underwriting functions for the firm. Mr. Miller has created multiple underwriting platforms for leading third party asset management and servicing companies. He joined PLUM Lending from Trimont Real Estate Advisors where he advised leading private equity firms, life insurance correspondents, CMBS lenders, warehouse lenders in evaluating positions throughout the capital stack including liquid and non-liquid debt instruments. Mr. Miller also has an extensive background and working with private equity investors in evaluating community and regional banks in helping the investors understand loan portfolios within these financial institutions. In addition to his background in CRE credit, Mr. Miller was a member of Trimont’s Global Advisory Council and Cohen Financial’s senior management team.
Mr. Miller has a Bachelor of Business Administration from Texas A&M University with a major in finance. He has also been an instructor with the Mortgage Bankers Association.
CEO & Founder: Bill Fisher
Bill is the visionary and leader of the company. Earlier in his career, Bill worked as an Executive Vice President with Wells Fargo Bank, where he had responsibility for small business, retail and wealth management segments, including the $12 billion Northern California division. Subsequently, Bill was the founder and CEO of GetSmart.com, which was purchased by Barry Diller’s Interactive Corp. Bill is also the co-founder and long-time partner of the Tiburon family of international seed funds, with 22 successful exits, including Trivago, Xing, Cadooz, and Localisten.de. In his spare time, Bill is an avid fly fisherman, traveling to epic lakes and streams to cast, catch and release.
Chief Administrative Officer: Paige Brooks
Paige oversees strategic and cross-functional goals within the company, operations, policies and compliance, and human resources. She brings over 18 years of senior-level HR management experience. Paige has managed HR globally for several multinational companies, the HR aspects of an IPO, and worked for Sony as their HR generalist for several incubated companies in the last tech boom. Paige is originally from Atlanta, GA, and graduated with a BA in Psychology from the University of Texas at Austin. In her spare time, she enjoys racing sailboats, hiking, photography, and good wine.
Senior Advisor: Finance: Michael Tannenbaum
Michael Tannenbaum is the Chief Financial Officer and Chief Business Officer at Brex Inc. Prior to Brex, he was the VP of Finance and oversaw $1.3B of equity capital raising at SoFi. Michael was previously at private equity firm, Hellman & Friedman, and in investment banking at J.P. Morgan.
Senior Advisor: Finance: Rob Grien
Rob Grien is Head of the Finance and Restructuring Advisory Group at TM Capital and has nearly 40 years of experience in finance. Rob was at Deerfield Capital Management as President of Deerfield Capital Corp. overseeing direct middle market lending. Earlier, Rob was at DLJ where he was Chief Credit Officer of the Investment Banking and Leveraged Finance Departments and Chairman of the Credit Commitment Committee. Rob is a graduate of Tulane University and has an MBA from Columbia Business School.
Senior Advisor: Technology: Preston Callicot
Preston is the CEO for Five Talent Software, Inc. and has over 36 years of experience in high-tech and consulting organizations. His career began at institutions including HP, AMD and Pricewaterhouse Management Consulting Services. Since 1990 he has been a founding member for over a dozen startups, including Hometown Commercial Capital. Preston has a broad knowledge of system architecture, database, coding, social media, web technologies, desktop, mobile, cloud and enterprise-level platforms.
Senior Advisor: Finance: Nino Fanlo
Nino Fanlo brings over 30 years of experience in financial services and capital markets. His roles have included CFO and COO of Human Longevity, CFO and President of SoFi, CEO of KKR Financial, EVP and Treasurer of Wells Fargo, and head of Goldman Sachs’ Commercial Mortgage Backed Securities desk. Nino had prior investment banking and asset management roles at Credit Suisse, MetLife and Australian Capital Equity, where he focused on CRE fixed income assets as well as capital raising and funding activities.
Chief Data Scientist: Ajay Mangalam
Ajay manages the data science team which uses big data and artificial intelligence to gain valuable insights into the CRE market. Ajay has over 13 years of experience in the tech industry with a focus on big data analytics and building scalable, highly concurrent and fault tolerant systems. Prior to PLUM, Ajay was part of the Text Analytics Platform at Thomson Reuters building the Search and Answer system. Ajay holds MS & BS degrees in Computer Science from the University of Florida and a Certificate in Quantitative Finance provided by FitchLearning. Ajay enjoys time with his family, running, scuba diving and reading.
Loan Originator: Jason Bonanno
Jason.Bonanno@plumlending.com
(415) 914-8227
Region: Nationwide
Jason comes to PLUM from a diversified commercial real estate background which includes experience in CMBS, portfolio and commercial lending.
Mr. Bonanno began his career in New York City as a Consultant with Blackheath Financial (dba ‘Accenture Credit Services’) and later in Los Angeles at JP Morgan’s Investment Bank. At JPM, Jason closed approximately $321 MM in securitized loans across all asset types located throughout the United States.
In 2011, Jason graduated with honors from California State Polytechnic University with a Master’s in Business Administration. The following year Jason joined Guggenheim Commercial Real Estate Finance in Orange County, CA, and successfully contributed to the origination of over $400MM in closed portfolio CRE transactions.
Commencing in 2014, Jason and his family moved to Colorado and he later joined BBVA’s Commercial Real Estate team. During his tenure at BBVA, he was an integral team member contributing to over $200MM in new CRE originations and subsequently managed a Denver/Seattle CRE portfolio valued at $425MM in debt obligations. In 2017, joined TEN-X Commercial as a Director of Business Development.
Jason holds a Bachelor of Arts degree in Economics from the University of Vermont and a Master in Business Administration from California State Polytechnic University – Pomona. He was a member of the 2015 NAIOP-Colorado’s Developing Leader Mentor/Mentee Program and a member of the prestigious Downtown Denver Leadership class of 2017.
Manager of Partner and Client Relations: Eric Weiss
eric@plumlending.com
(415) 914 – 8226
Region: Nationwide
Eric has more than 20 years of sales, marketing and business development experience. He has worked with startups, large corporations and government agencies. He has served as associate publisher for a national magazine and was Partnership Manager at eBay. Eric is a graduate of San Francisco State University and in his spare time he teaches English and communication skills to new immigrants. Eric enjoys swimming, playing tennis and is a die-hard fan of the San Francisco Giants.
Loan Originator: Torsten Galley
torsten@plumlending.com
(415) 914 – 8243
Region: Nationwide
Torsten has over two decades of CRE lending and investment experience. After graduating in Banking and Marketing, Torsten started his career in Germany. He held various managerial and producer positions for major banks in Germany covering markets across Europe and the U.S. After moving to San Francisco, Torsten joined Wells Fargo’s real estate group in 2007 as Senior Relationship Manager where he originated and underwrote loans for REITs, developers and real estate investors. When he’s not helping CRE owners you may find him scaling a rock wall, hiking or traveling.
Loan Originator: Bruce Neel
bruce.neel@plumlending.com
(803) 567 – 3134
Region: South Carolina, North Carolina, Georgia, Florida, Virginia
Bruce has 25 years of commercial real estate experience. For 10 years he was a commercial real estate lender with Wachovia Bank’s Real Estate Financial Services Group where he underwrote and closed construction and permanent loans to developers and owners in the Southeast. Additionally, for 15 years Bruce has owned and managed his own commercial real estate investment, development and brokerage companies where he was involved in the development, acquisition, sale, leasing and management of multi-family, retail, office and industrial projects. He has held his broker-in-charge real estate license since 2003.