Business development
Brett Beugen
Senior Vice President, Business Credit Loan Originations
Brett Beugen is a regional originations manager in the Business Credit division. His team is responsible for parts of the midwest, along with Arkansas. Beugen began his career with Wells Fargo in 1998 as a relationship manager in the company’s HSBC Trade Bank. He moved to Business Credit in 2003, and became a business development manager in 2007. Prior to Wells Fargo, Beugen spent two years with American National Bank and Trust Company. He is a member of the Turnaround Management Association and a board member of the Minnesota Chapter of the Association of Corporate Growth. Beugen holds a bachelor’s degree from the University of Minnesota’s Carlson School of Management.
Stephen Bishop
Executive Vice President and National Loan Originations Manager, Business Credit Loan Originations
Stephen Bishop is the national loan originations manager for the Business Credit team. He began his career with Wells Fargo in 1992 in the Associates Training Program and since that time has held various positions within Wells Fargo, from credit analyst and portfolio manager to business development officer, business development manager, and division manager. Prior to his current role, Bishop was a regional manager for Business Credit. He received his M.B.A. in finance from the University of Minnesota’s Carlson School of Business after obtaining a bachelor’s degree from Northwestern University. He is a past president of the Minnesota/Upper Midwest chapter of the Turnaround Management Association and a member of the Association for Corporate Growth.
Barry Bobrow
Managing Director, Loan Sales and Syndications
Barry Bobrow is the head of Loan Sales and Syndications for Wells Fargo Capital Finance. Prior to joining Wachovia in 2004, he was a managing director at Bank of America Securities where, over an 18-year career, his assignments included team leader for middle-market leveraged finance, head of European loan syndication, and syndicate manager for asset-based lending. Bobrow is a member of the executive committee of the Commercial Finance Association, and a past member of the board of directors of the Loan Syndication and Trading Association (LSTA). He holds an M.B.A. and a bachelor’s degree in Economics, both from the University of Michigan.
Barry Bobrow
Managing Director, Loan Sales and Syndications
704-715-8674
barry.bobrow@wellsfargo.com
Mark Champion
Managing Director, Corporate Finance Loan Originations
Mark Champion leads the Corporate Finance group’s Dallas loan originations team that covers the south central U.S. Prior to joining Wells Fargo Capital Finance in 2007, Champion spent 10 years at CIT Group as a senior originator in their Business Capital group. He’s also worked for Bank One and Caprock Holdings in various capacities. Champion is currently an advisory member of the board of directors of the Dallas-Fort Worth chapter of the Association for Corporate Growth. He is a Chartered Financial Analyst and holds a bachelor’s degree in finance from the University of Oklahoma.
Eran Cohen
Managing Director, Corporate Finance Loan Originations
Eran Cohen leads the Corporate Finance group’s Chicago loan originations team that covers the central U.S. Prior to joining the company in 2005, Cohen was a partner with Monroe Capital, successor fund to Hilco Capital, where he was responsible for deal sourcing, investment structuring, underwriting, and execution of fund investments. He has also served as the Midwest Regional Underwriting Manager of FINOVA Capital Corporation, and as CFO/consultant for two private companies. Cohen holds a bachelor’s degree in finance from the University of Iowa and an M.B.A. in accounting from Loyola University. He is also a member of the Commercial Finance Association and the Turnaround Management Association.
Bob Dyckman
Managing Director and Sales Manager, Supply Chain Finance
Dyckman joined Wells Fargo in 2008 to develop and market industry-leading supply chain solutions that address the working capital needs of large corporate clients. Bob has more than 20 years of banking and financial services experience. Prior to Wells Fargo, he led a trade and supply chain sales effort at Citibank, and was a treasury services sales consultant at JPMorgan Chase. Bob also served as director of sales at TradeCard. He holds an M.B.A. from Seton Hall University and a bachelor’s degree in marketing from Villanova University.
Stephen Elson
Managing Director, Supply Chain Finance
Stephen Elson leads Sales Finance for the Supply Chain Finance team. Prior to joining Wells Fargo, he was global product head of distribution finance at Citibank. He’s also worked for GE Commercial Finance and Standard Chartered Bank. Elson has more than 20 years of banking and commercial finance experience, including commercial aircraft financing, structured export finance, off -balance sheet inventory structures, and supply chain finance. He holds a degree from the University of Notre Dame.
Stephen Elson
Managing Director, Supply Chain Finance
305-789-6982
stephen.elson@wellsfargo.com
Jay Gardner
Senior Vice President and Regional Business Development Manager, Accounts Receivable Financing and Purchase Order Finance Groups
Jay Gardner joined Wells Fargo Capital Finance in January 2009, and manages a team that markets accounts receivable financing and purchase order financing to companies nationwide and to companies in a variety of industries west of the Mississippi River. Prior to joining Wells Fargo, Gardner worked in business development at Textron Financial, Inc. He’s also served as the national sales manager at Marquette Commercial Finance, and was a senior member of their underwriting committee. He is a member of the Association for Corporate Growth and the Turnaround Management Association.
John Hanley
Executive Vice President and Division Portfolio Manager, Distribution Finance
A 28-year veteran of the asset-based lending industry, John Hanley joined Wells Fargo Capital Finance in 2004 as division portfolio manager. Hanley currently manages the Distribution Finance unit of Wells Fargo Capital Finance, which includes its relationship with Castle Pines Capital. Prior to joining Wells Fargo, Hanley was senior vice president and portfolio manager for the Corporate Lending Group of GE Capital. He held several roles during his 17 plus year tenure at GE Capital. Hanley has a bachelor’s degree and M.B.A. from Indiana State University.
Kevin Gillespie
Executive Vice President, Trade Capital
Kevin Gillespie oversees new business development and relationship management for the east region of the Trade Capital division at Wells Fargo Capital Finance. Prior to joining Wells Fargo in 2010, he was with CIT Group as the northeast new business manager for CIT Commercial Services. Gillespie holds an undergraduate degree from Villanova University and a master’s degree from Fordham University.
Scott Glassberg
Managing Director, Corporate Finance Loan Originations
Scott Glassberg leads the Corporate Finance loan originations team that covers the southwestern U.S. He has over 22 years of experience financing middle-market companies in asset-based, cash-flow, and enterprise-value structures in a variety of situations, including working capital refinancing, leveraged acquisitions, and debt restructurings. Since joining Wells Fargo Capital Finance in 1990 as a loan underwriter, he has been involved in sourcing and structuring more than 150 senior secured transactions, and has worked on more than 75 sponsor-related buyouts in a wide range of industries. Glassberg holds a degree from California State University, Northridge.
Luke Graham
Managing Director, Lender Finance
Luke Graham, a 23-year veteran in the commercial and structured finance industry, joined Wells Fargo Capital Finance in 2005. His current responsibilities include managing a team of new business development professionals that provide financing solutions to specialty finance companies located throughout the United States. He has extensive experience structuring asset-backed securities and credit facilities for large and middle market non-bank commercial finance companies across many asset classes. Prior to joining Wells Fargo, Graham worked at Wachovia Securities in Atlanta, GE Capital in Atlanta and MBIA in New York. He received his M.B.A. in finance from Rutgers Graduate School of Management and a bachelor’s degree in economics from Penn State.
Luke Graham
Managing Director, Lender Finance
770-508-1350
Luke.Graham@wellsfargo.com
Jean Grasso
Managing Director, Loan Sales & Syndications
Jean Grasso manages the west coast Loan Sales & Syndications team. Grasso has 18 years of industry experience and has been syndicating senior secured loans for the past 12 years. Prior to joining Wells Fargo in 1999, she spent six years at CIT in various portfolio and underwriting management roles. Grasso holds a bachelor’s degree and an M.B.A. from the University of California, Los Angeles.
Jean Grasso
Managing Director, Loan Sales & Syndications
310-453-7307
jean.v.grasso@wellsfargo.com
Mark Gustafson
Senior Vice President
Mark Gustafson is a regional originations manager of the Business Credit division. His loan originations team covers the western U.S., excluding California. Gustafson began his career with Wells Fargo in 1988 as a collateral examiner for Business Credit. He became a relationship manager for Business Credit in 1990, and became a manager for a relationship management team in 1993. In 1998, Gustafson became division manager for Business Credit in the Phoenix office, and later moved to Denver to fulfill the same role. Gustafson received his bachelor’s degree from the University of St. Thomas in St. Paul, Minnesota. He is a current member of the Turnaround Management Association, as well as a former president of its Denver chapter and former board member of its Phoenix chapter. Gustafson is also a member of the Association of Corporate Growth.
Mark Gustafson
Senior Vice President
303-863-4877
mark.j.gustafson@wellsfargo.com
Carey Haglund
Vice President, Retail Finance
Carey Haglund joined Wells Fargo Capital Finance in 2007. Prior to joining the company, she worked as a credit analyst and underwriter for Citigroup’s consumer and retail corporate lending group and as an account executive for McCann-Erickson. Haglund holds an undergraduate degree from the University of Virginia and an M.B.A. from Duke University.
Carey Haglund
Vice President, Retail Finance
617-854-7278
carey.a.haglund@wellsfargo.com
Gregory E. Harris
Managing Director, Retail Finance
Greg Harris joined Wells Fargo in 2003 as a Commercial Banking relationship manager, and moved to the Retail Finance team in 2008. Prior to joining Wells Fargo, Harris worked as a controller for a San Francisco-based design and logistics company. He holds an undergraduate degree from the University of Oregon and an M.B.A. from St. Mary’s College of California. Harris is also a Certified Public Accountant.
Gregory E. Harris
Managing Director, Retail Finance
415-392-9308
gregory.e.harris@wellsfargo.com
Stewart W. Hayes
Managing Director, Lender Finance
Stewart Hayes joined Wells Fargo in 2000 as an original member of Wells Fargo Foothill’s Lender Finance unit. His current responsibilities include the development of new lending relationships for specialty finance companies, with his primary focus on the central and midwestern states. Hayes previously served as portfolio manager for the Lender Finance division. He has over 27 years of experience in the asset-based lending industry, including significant experience in lending to specialty finance companies. His prior experience includes more than 16 years at Bank of America Commercial Finance, including executive management positions at both its Business Credit and Factoring divisions. Hayes is a graduate of Texas Tech University.
Stewart W. Hayes
Managing Director, Lender Finance
972-851-9122
stewart.w.hayes@wellsfargo.com
Jeffrey Huntington
Senior Vice President, Direct Loan Originations
Jeff Huntington has more than 15 years of experience in business development, account management, originations management, commercial banking, and asset-based lending. He joined Wells Fargo in 2004 from Fifth Third Bank in Chicago. As a regional originations manager for Wells Fargo Capital Finance, he and his team are responsible for working directly with prospective customers throughout the southeast and midwest. Since joining Wells Fargo, he and his team have sourced more than 90 new relationships totaling more than $1.8 billion in day one borrowings. Huntington holds a bachelor’s degree from the University of Dayton and an M.B.A. from Lake Forest Graduate School of Management.
Dorothy M. Killeen
Managing Director, Loan Sales & Syndications
Dorothy Killeen leads the Loan Sales & Syndications team’s syndicate and sales efforts with responsibility for developing syndication strategy, distributing syndicated loans and managing investor relationships. Prior to joining Wells Fargo in 2009 she spent ten years in Leveraged Finance with Wachovia Securities, serving in origination, syndicate, and sales roles. Killeen holds a bachelor’s degree from Tulane University and an M.B.A. from Tulane’s A.B. Freeman School of Business.
Howard Kim
Managing Director, Corporate Finance Loan Originations
Howard Kim has more than 23 years of banking experience, with much of it in secured lending. He joined Wachovia Securities in 1998 as a director in the Leveraged Finance group, and has held positions in originations, underwriting, and portfolio management. In his current role, he manages a team who originates traditional and specialty senior secured financing in the southeastern U.S. Prior to joining Wells Fargo Capital Finance, he held a number of positions with Bank of America, where he was involved in commercial lending, leveraged finance, corporate lending, and corporate finance. He holds a degree from Florida State University.
Robert Kinne
Senior Vice President, Business Credit Loan Originations
Rob Kinne is a regional originations manager in the Business Credit division. His loan originations team covers New England, upstate New York, and Canada. Kinne began his career with Wells Fargo in 2009 as a part of the merger with Wachovia, where he had been a business development officer since 1995. Prior to Wachovia, Kinne spent 14 years with GE Capital in management roles supporting business development, portfolio management, and field analysis. He is a member of the Association for Corporate Growth and the Turnaround Management Association, and holds a bachelor’s degree from the University of Connecticut.
Darryl Kuriger
Managing Director, Loan Sales & Syndications
Darryl Kuriger leads the east coast team for Loan Sales & Syndications. Kuriger joined Wells Fargo in 1993 via a predecessor company. He has spent most of his career working in debt capital markets, with a particular emphasis in asset-based lending. Kuriger has held functional positions in loan syndications, underwriting, originations, and portfolio management, and has served a broad array of clients in the industrial growth, consumer, and retail industries. He holds a bachelor’s degree from Villanova University and is a former board member of the Philadelphia Chapter of the Commercial Finance Association.
Jim Lees
Director, Lender Finance
A 16-year veteran of lending to finance companies, Jim Lees joined Wells Fargo Capital Finance in 2008. His current responsibilities include the development of new lending relationships for specialty finance companies, with his primary focus on the northeastern U.S. Throughout his career he has originated, structured and closed transactions for middle-market and large corporate clients across numerous industries. Prior to joining Wells Fargo, Lees was an executive director on the ABS Conduit team at HSBC, and was previously group head of the U.S. Structured Lending unit of CIBC World Markets. Lees holds a bachelor’s degree from Vanderbilt University and an M.B.A. from the University of South Carolina.
Jim Lees
Director, Lender Finance
212-545-4208
james.w.lees@wellsfargo.com
Leo Leitner
Senior Managing Director, Corporate Finance Loan Originations
Leo Leitner joined Wachovia Securities in 1990 and was named to his current role as senior regional sales manager for the Corporate Finance group’s Eastern region in early 2009. His team of 22 origination professionals is located in New York City, Boston, and Atlanta, and is responsible for sourcing loan transactions for companies and financial intermediaries located along the eastern seaboard. He holds a bachelor’s degree from Wake Forest University and an M.B.A. from the Babcock School of Management at Wake Forest.
Steven V. Macko
Senior Managing Director, Western Region Head of Originations
Steven Macko joined Wells Fargo Capital Finance in 1998 and established its San Francisco office in 1999. He currently manages loan originations for the Santa Monica, San Francisco, Chicago, and Dallas offices, and works with many leading San Francisco-based private equity firms to provide buyout financing for their acquisitions of software companies. Prior to joining Capital Finance, Macko spent several years at Ernst & Young, PWC, and Strome Investment Management, an alternative investment strategy hedge fund. He holds a bachelor’s degree in business economics from the University of California, Santa Barbara, and is a former board member of both the California Commercial Finance Association and the Turnaround Management Association.
James Marasco
Senior Managing Director, National Loan Originations
Jim Marasco oversees loan originations for Wells Fargo Capital Finance, managing a team of business development officers, direct loan originators, analysts, and syndications professionals. His team has helped originate leveraged financings for public, private, and sponsor-backed companies in various industries. Prior to joining the company in 1989, Marasco worked in leveraged finance at a number of firms, including GE Capital and Citicorp. He has served as a director of the West Coast chapter of the Commercial Finance Association, and holds a bachelor’s degree in accounting from Michigan State University.
Irene Marks
Managing Director, Retail Finance
Irene Marks joined Wells Fargo Capital Finance in 2009 as a Managing Director for Retail Finance. Prior to joining Wells Fargo, she was the retail specialist for Wachovia Capital Finance, and has a dozen years of experience working with retailers and apparel companies in a variety of marketing, underwriting, and relationship management roles. Prior to her retail experience, Marks worked in corporate banking and in credit for Wachovia and its predecessors. She holds her Series 7 and 63 licenses, and also holds an undergraduate degree from Duke University.
Irene Marks
Managing Director, Retail Finance
267-321-6610
irene.marks@wellsfargo.com
Stephen Metivier
Managing Director, Retail Finance
Steve Metivier joined Wells Fargo Capital Finance in 2006 as Managing Director for Retail Finance. Prior to that, he was with GE Commercial Finance's Retail Finance group. He holds an undergraduate degree from Northeastern University.
Stephen Metivier
Managing Director, Retail Finance
617-854-7245
stephen.metivier@wellsfargo.com
Patricia Murray
Senior Vice President, Business Credit Loan Originations
Since 1997, Patricia Murray has led Business Credit’s loan originations team in California. Prior to joining Wells Fargo, she spent 15 years with FINOVA in several positions, including managing director of its Mexican subsidiary, portfolio manager covering Latin America. and national credit manager for several lines of business. Murray is actively involved in the Commercial Finance Association, the Turnaround Management Association, and the Association for Corporate Growth. A native of Mexico City, Murray received her bachelor’s degree from the Institute of Anthropology and History in Mexico City. She has also completed the Executive Management Program at the University of Arizona.
Peter Pugliese
Senior Vice President, Trade Capital
Peter Pugliese joined Wells Fargo Capital Finance in 2004 overseeing new business and loan activities for Trade Capital’s eastern region. He has more than 20 years of experience in the commercial finance industry, holding credit and sales positions with Bank of Boston, Bank of America, and GE Capital. Pugliese holds a bachelor’s degree from the State University of New York, Oneonta.
Peter Pugliese
Senior Vice President, Trade Capital
212-703-3551
peter.pugliese@wellsfargo.com
Scott Ryan
Managing Director, Corporate Finance Loan Originations
Scott Ryan joined Wells Fargo Capital Finance in 1996 from Shawmut National Corporation, and has served as an auditor, account executive, and underwriter in the Business Finance division. He became a business development officer in 2002 and was given responsibility over the Boston originations team and the New England region in 2007. In 2009, the New York portfolio was added to Ryan’s responsibilities, and he now oversees the northeast region for the Corporate Finance loan originations teams, including New England, New York, and mid-Atlantic states. Ryan holds a bachelor’s degree in business administration from Villanova University.
Adam D. Salter
Managing Director, Retail Junior Capital
Adam Salter joined Wells Fargo Capital Finance in 2010 to help launch the Retail Junior Capital group. He came to Wells Fargo from GB Merchant Partners, a division of Gordon Brothers Group, where he was a director and member of the 1903 Debt Fund. While there, he was responsible for underwriting and managing junior-secured, mezzanine and asset-based loans across various industries. Prior to GB Merchant Partners, Salter held positions with Wachovia Capital Finance. He is a member of the Commercial Finance Association and the Turnaround Management Association. He holds a bachelor’s degree from Bentley College and an M.B.A. from Boston College.
Adam D. Salter
Managing Director, Retail Junior Capital
617-624-4477
adam.d.salter@wellsfargo.com
Michael J. Smith
Senior Vice President, Resort Finance
Mike Smith has more than 20 years of experience providing financing to the vacation ownership industry, including work in originations, underwriting, auditing, and portfolio management. Prior to joining Wells Fargo, Smith worked at Resort Finance Corporation and was responsible for new business development and portfolio management. Smith also worked for the vacation ownership groups at GE Commercial Finance Real Estate, Heller Financial, Textron Financial Corporation, and Security Capital Credit Corporation. He holds a bachelor's degree from Widener University, a master’s degree from Rensselaer Polytechnic Institute, and is a Registered Resort Professional (RRP).
Michael J. Smith
Senior Vice President, Resort Finance
860-249-7184
michael.smith@wellsfargo.com
Lloyd Squire
Managing Director, Channel Finance
Lloyd Squire serves as Managing Director for business origination in the Channel Finance division, a role he has held since joining Wells Fargo in 2010. His team is responsible for all reseller business originations in the United States and Canada for the Channel Finance group. Lloyd has over 30 years of experience in the channel finance industry, having worked for Textron Financial, IBM Global Finance, Transamerica and Deutsche Financial Services in various sales and portfolio management roles. Squire holds a bachelor’s degree from the University of Missouri at Kansas City.
Brian Statfeld
Director, Lender Finance
Brian Statfeld joined Wells Fargo in April 2010 as a Managing Director, responsible for the origination of asset-based loan transactions in the Lender Finance division. Prior to Wells Fargo, Statfeld was global head of asset securitization for WestLB, where he managed a loan portfolio of more than $20 billion. Statfeld has also served as an investment banker with Rothschild Inc., where his responsibilities included the origination, structuring, and distribution of asset-backed private placements across all asset classes. He holds a bachelor’s degree from the State University of New York, Oswego and an M.B.A. from Hofstra University.
Brian Statfeld
Director, Lender Finance
212-545-4566
brian.statfeld@wellsfargo.com
Kevin Sullivan
Senior Vice President and West Region Manager, Trade Capital
Kevin Sullivan joined Wells Fargo Capital Finance in 2000 from NationsBanc Commercial Corporation. Today, Sullivan’s responsibilities include oversight of the Trade Capital’s western region. He is a member of the executive board of directors of the California Fashion Association and president of the Apparel Industries Group for the City of Hope, and holds an undergraduate degree from the University of Redlands.
Wes Takeuchi
Senior Vice President, Trade Capital
Wes Takeuchi joined Wells Fargo Capital Finance in 2005 and oversees all new business and loan origination activities in the western region for the Trade Capital division. Takeuchi has more than 20 years of experience in the commercial finance industry, and has held account executive, portfolio manager, and sales positions at Heller Financial, FINOVA Capital, GMAC Commercial Finance, and GE Capital. He holds a bachelor’s degree from California State University, Fullerton.
Wes Takeuchi
Senior Vice President, Trade Capital
213-443-6030
wes.takeuchi@wellsfargo.com
Garrick Tan
Senior Vice President, Direct Loan Originations
Garrick Tan joined Wells Fargo Capital Finance in 1996. He and his team are responsible for working directly with prospective customers in the northeast, and also nationally for the company’s Retail Finance and Trade Capital specialized lending units. Prior to his work in loan originations, Tan worked for over six years in underwriting and loan closing in the company’s Business Finance unit. He has also held various credit positions within the organization. Tan holds a bachelor’s degree from Babson College.
Erik Wanberg
Managing Director, Supply Chain Finance
Erik Wanberg joined Wells Fargo in 2008 and has 25 years of experience in supply chain and trade finance. His focus is product management in procure-to-pay systems, inventory finance, and developing supply chain finance solutions, especially as the products relate to working capital management strategies for corporate clients. Prior to joining Wells Fargo, he served as Managing Director of the North America Trade group for Citigroup. Additionally, he served as product manager for Trade Distribution Services at GE Capital, and was a senior vice president of Supply Chain Services at Silicon Valley Bank. Erik is a graduate of San Francisco State University.
Erik Wanberg
Managing Director, Supply Chain Finance
415-222-5598
erik.wanberg@wellsfargo.com
J. Bradley Whitcomb
Executive Vice President, Business Credit Loan Originations
Brad Whitcomb is a senior regional originations manager for the Business Credit division. His loan originations team covers the southern and southeastern U.S. Whitcomb began his career with Wells Fargo in 2009 as a part of the merger with Wachovia, where he became a regional manager in 2000. Prior to Wachovia, Whitcomb spent 16 years with Bank of America (and its predecessor organizations), primarily managing teams responsible for originating and underwriting asset-based loans. Whitcomb holds a bachelor’s degree from Ohio Wesleyan University, an M.B.A. from the A.B. Freeman School of Business at Tulane University, and his Series 7 and 63 licenses.
Franco N. Zayas
Managing Director, Channel Finance
Franco N. Zayas leads the international division of the Channel Finance team. Prior to joining Wells Fargo, he was a Vice President of Commercial Finance at Merrill Lynch. He also has worked for GE Commercial Finance and IBM Global Finance where he held various business development, marketing, and operations leadership roles. Zayas has more than 24 years of commercial finance experience, including asset based lending and international channel finance. He holds a bachelor’s degree in accounting from Barry University and an M.B.A. in marketing from the Universidad Interamericana de Puerto Rico.
