THE TEAM

Our team consists of seasoned professionals from the worlds of technology, lending, commercial real estate, banking and investing, all working together to transform commercial real estate lending.

We are a diverse, inclusive group from all walks of life, speaking thirteen languages and active in a multitude of hobbies. We bring our institutional experience to Plum and are building it into a new national financial services brand as well as a fantastic place to come to work.

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Bill Fisher

CEO & Founder
Bill is the visionary and leader of the company. Earlier in his career, Bill worked as an Executive Vice President with Wells Fargo Bank (NYSE: WFC), 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 (NASDAQ: IACI). 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 (XETRA: XING AG), Cadooz, and Localisten.de. In his spare time, Bill is an avid fly fisherman, travelling to epic lakes and streams to cast, catch and release.
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Nick Brown

Chief Operating Officer
Nick is responsible for commercial real estate finance, data science, marketing, technology, product management and human resources. Nick has broad experience in financial services, most recently as Head of Strategy at PineBridge Investments. Previously he was at AIG Investments as Chief Administrative Officer, first for real estate and then for alternatives. He has been a partner at McKinsey, Chief Operating Officer at two startups serving the real estate industry, and Chief Administrative Officer at Tishman Speyer. He started his career at Coopers & Lybrand (now PwC). Nick has a degree in mathematics from Cambridge University and is a Chartered Accountant. He is an avid marathon runner, photographer and reader when he’s not at Plum.
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Aimee Williams

Data Analyst
At Plum, Aimee aggregates, analyzes and visualizes data to help Plum make better business decisions. Aimee is a graduate of Brown University, where she received her Bachelors degree in Economics. During her time at Brown, she was a research assistant on several of her professor’s studies and an Undergraduate Finance Board Representative, where she helped campus student groups with their budgets and allocated student funding. When she’s not working, Aimee enjoys spending her time painting, writing, and being out in nature.
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Ajay Mangalam

Chief Data Scientist
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.
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Christopher Zaki

Managing Director, Head of Capital Markets & Partnerships
Christopher leads the development of capital markets and partnership relationships. Prior to joining Plum, he was an Executive Director at UBS in Investment Banking, advising fintech and specialty finance clients. Before joining UBS, Christopher served as an executive in Corporate Strategy at NYSE Euronext, where he led many M&A and strategic efforts. Throughout his career, he has advised clients on $25 billion of M&A and capital markets transactions. Christopher graduated from the University of Virginia with a B.S. in Commerce.
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Danielle McCombs

Director of Underwriting and Closing
Danielle is responsible for managing the underwriting and closing process through working with borrowers, lenders, attorneys and third-party vendors. Danielle has 14 years of commercial real estate experience working on both the lender and debt brokerage side of the business. Most recently she spent over four years at Meridian Capital Group underwriting loans and placing debt totaling over $2.2 billion. Her career began at The Community Preservation Corporation, a small not-for-profit lender located in New York. Danielle graduated from the University of Delaware with a BA in Political Science and earned her Master’s Degree in Real Estate from New York University. Her hobbies include travel, exercising and wine tasting.
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Eric Weiss

Manager, Partner and Client Relations
Eric manages Plum’s relationships with partner companies and guides clients through the commercial real estate financing process. Eric comes to Plum with 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.
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Fatemeh Ghasemi

Director of Data Science
Fatemeh is building solutions using advanced analytics and statistical modeling techniques, using Python, SQL and other data manipulation tools, in order to find ways to discover and extract information from a variety of different data sources. Prior to Plum, she was Senior Manager of Data Science at OneMarket and has previously served as Senior Model Validation Analyst at Bank of the West. Fatemeh received her PhD in Physics from the Sharif University of Technology, Iran.
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Franklin Aguinaldo

Director of Engineering
Franklin manages the software engineering team, and the internal and external systems and infrastructure. He brings substantial software development skills to Plum with more than 10 years experience designing and developing enterprise applications and honing software applications. He was a senior software engineer, architect and development manager over the course of his career including work with SolarCity and Emerson Process Management. Franklin has seven Microsoft Certifications under his belt. He holds a BS in Computer Engineering and an MS Science in Computer Science from Mapua Institute of Technology, as well as an MS in IT from De La Salle University in the Philippines. Franklin is a runner and enjoys a lot of sports including basketball, badminton, table tennis and does hiking on the side. He enjoys time with his two year old son the most.
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Jason Petri

Loan Originator
Jason has over 9 years of commercial and residential lending experience in both originating and underwriting capacities. Jason’s experience in commercial loan origination includes multifamily, industrial, hospitality, mixed-use, office, and self-storage. He received his Bachelor’s degree from Cal Poly, San Luis Obispo with a concentration in Finance and Appraisal. Outside of the office, Jason enjoys golf, watching Warriors games, and training for triathlons.
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Jennifer Feeney

Product Manager
Jennifer works closely with the Engineering and Commercial Real Estate teams, managing the critical online products that enhance the client experience. Jennifer has eight years of sales and customer service experience, working in international education. She received a B.A. in Communication studies at San Francisco State University. In her spare time, Jennifer enjoys immersing herself in the eclectic San Francisco culture, cooking new recipes, and hiking the beautiful Marin headlands.
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Joe Zou

Senior Data Engineer
Joe is responsible for engineering, design, installation and start-up of automation systems. He has six years of experience working in the tech industry. Joe holds double BS degrees in Applied Mathematics and Statistics from University of California Berkley, and an MS in Computer Science from Northwestern University. He enjoys traveling, hiking, playing sports and photography.
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John (J.R.) Garibaldi

VP & General Counsel
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.
Kris Boudreau EVP Northwest

Kris Boudreau

EVP, Northwest
Kris leads the Northwest origination efforts at Plum. He has over 15 years of CRE lending and investment experience, specifically in acquisitions, development and asset management. He has been responsible for sourcing and closing over $200 million of commercial real estate, including commercial and residential land for development. Prior to joining Plum, he held various positions with several national development and property management firms including Fairfield Residential and Greystar. More recently Kris was an EVP for A10 Capital, where he originated both bridge and permanent loans. Kris graduated from the University of Idaho with a B.S. in Finance. He enjoys golfing, skiing, watching sports and most importantly, spending time with his family.
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Kshitija Godse

Data Engineer
Kshitija works with the development of data-driven products at Plum. She is responsible for designing and deploying new, purpose-built semantic layers and processes. She develops, tests, automates and deploys custom code to integrate disparate data sources for complex business intelligence visualization. Prior to Plum, Kshitija worked as a Data Engineer at US Bank and as a Data Science Intern at Nokia Bell Labs. She graduated from the University of Southern California with an M.S. in Data Informatics. Kshitija is a Yoga expert, enjoys cooking and can be found hiking or spending time with her friends when not in the office.
Mark Stevens - Senior Loan Originator at Plum

Mark Stevens

Senior Loan Originator
Mark has extensive loan origination experience across all CRE products types. Most recently he worked with Wells Fargo Bank doing both balance sheet and agency lending. Previous to Wells Fargo he worked with various institutions doing both debt and equity transactions. Mark enjoys the outdoors and spending time with his family.
Megan McElgunn, EVP Midwest, Plum Lending

Megan McElgunn

EVP, Midwest
Megan leads the Midwest origination efforts at Plum. She has 17 years of CRE finance experience with a variety of lending platforms. Most recently, Megan was a principal at QuadCapital Advisors, LLC focused on Credit Tenant Lease transactions. Before moving back to Wisconsin, Megan spent 11 years in Chicago originating over $6 billion in CRE loans for Freddie Mac, J.P. Morgan and Bank of America. Megan graduated from the University of Wisconsin with a B.B.A. in Real Estate & Urban Land Economics.
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Meredith Jordan

Associate Relationship Manager
Meredith is responsible for creating and growing lending relationships with commercial real estate owners. Prior to Plum, Meredith spent two years at Prudential Financial where she reviewed more than $6.7 billion of potential investments for various lending programs including CMBS, Prudential’s balance sheet, Fannie Mae, and Freddie Mac. Meredith graduated from the University of Southern California with a B.S. in Business Administration and a minor in Real Estate Development. Meredith is a traveler and enjoys cooking when she’s home.
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Paige Brooks

Head of People
Paige oversees Human Resources including recruiting, employee engagement, and benefits administration. She brings over 15 years of HR experience, including heading up HR for several other start-ups. Paige has managed HR globally for several multi-national companies, handled 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 cooking.
Robert Gabaldon, EVP Southwest, Plum

Robert Gabaldon

EVP, Southwest
Robert leads the Southwest origination efforts at Plum. He is a New Mexico native, and has enjoyed a 23 year New Mexico career in commercial, private and wealth banking. He began his career with the (legacy) Bank of America, and served in senior leadership positions with US Bank, BOK Financial, and Los Alamos National Bank. Active in the greater Albuquerque/Rio Rancho community, he served the boards of the Albuquerque Museum, University of New Mexico Anderson School of Management, NAIOP NM Chapter, Samaritan Counseling Center, and Casa Esperanza. A graduate of Albuquerque Academy, Robert earned his B.B.A. in Management from the University of New Mexico, R.O. Anderson School of Management. When he's not acquainting NM with Plum, Robert enjoys travel with his wife and two grown kids, tennis, the Rocky Mountains, and anything outdoors where Teva sandals are appropriate.
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Shaw Yean Lim

VP of Finance & Operations
Shaw Yean Lim is responsible for optimizing finance strategy and business operations. Prior to Plum, Shaw spent six years at Morgan Stanley (NYSE: MS) in New York City on its trading floor designing cross-asset derivative products. Most recently, she originated and syndicated over twenty CLO deals, placing Morgan Stanley within top three in league tables. Shaw graduated from Stanford University with a BS in Mathematics and an MS in Management Science & Engineering.
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Steve Ross

Salesforce Developer/Administrator
Steve manages and implements business processes in the Salesforce platform and is responsible for the data pipeline between the commercial real estate and data science teams. Steve began his professional career building hardware and software and then worked in web application development. He has worked at Nortel Networks, Grass Valley Group, Telestream and Oracle, and most recently as a Salesforce consultant. Steve graduated from San Jose State with a BSCS. Steve enjoys sailing the bay, hiking, and taking care of his boat.
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Torsten Galley

EVP, National Banking Division
Torsten originates loans for commercial real estate owners and works to grow our network of lending partners. He 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 (NYSE: WFC) 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.

ADVISORS

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Nino Fanlo

Senior Advisor: Finance
Nino Fanlo, became the CFO of Human Longevity in July 2017. Immediately prior, he was SoFi’s CFO and President and brings over 30 years of experience in financial services and capital markets. Nino was the former CEO of KKR Financial (NYSE: KFN) and Executive Vice President and Treasurer of Wells Fargo (NYSE: WFC). Before WFC, Nino was responsible for the Goldman Sachs Commercial Mortgage Backed Securities desk. Nino also 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.
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Preston Callicott

Senior Advisor: Technology
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.
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Rob Grien

Senior Advisor: Finance
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. (NYSE- DFR), 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.
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Michael Tannebaum

Senior Advisor: Finance
Michael Tannenbaum was the Chief Revenue Officer at SoFi where he ran the student loan, personal loan and mortgage businesses. Prior to that he was the VP of Finance and oversaw $1.3B of equity capital raising. Prior to SoFi, Michael worked at private equity firm Hellman & Friedman and in investment banking at J.P. Morgan. He recently joined an early stage fintech company in the payments space.

OUR INVESTORS

Plum is fortunate to be working with preeminent partners in finance and technology.

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Elliott Management Corporation manages two multi-strategy hedge funds which combined have approximately $35 billion of assets under management. Its flagship fund, Elliott Associates, L.P., was founded in 1977, making it one of the oldest hedge funds under continuous management. The Elliott funds’ investors include pension plans, sovereign wealth funds, endowments, foundations, funds-of-funds, high net worth individuals and families, and employees of the firm.
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Renren Inc. operates a leading real name social networking internet platform in China. Renren’s businesses primarily include the main social networking website renren.com and the game operating platform Renren Games.
QED Investors
QED Investors actively supports high-growth businesses that use information to compete and win. While their support is tailored to the specific needs of each portfolio company, they typically provide a combination of both capital and capability.
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Tiburon Unternehmensaufbau GmbH is a venture capital firm specializing in start-up and early stage investments in e-commerce, mobile & apps, SaaS and meta platforms. Tiburon was founded in 2001 and is based in Munich, Germany.

OUR PARTNERS

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PwC focuses on audit and assurance, consulting and tax services, and they help resolve complex issues and identify opportunities. Their reputation lies in building lasting relationships with their clients and a focus on delivering value in all they do.
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Paul Hastings is a leading international law firm that provides innovative legal solutions to many of the world’s top financial institutions and Fortune Global 500 companies. With a strong presence throughout Asia, Europe, Latin America, and the U.S., they have the global reach and extensive capabilities to provide personalized service wherever their clients’ needs take them.