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Meet the Lenders Forum

Feb 23 2023

Noon-1pm

The City of Oakley invites all small business owners to attend our first annual

 “Meet the Lenders” Forum

Thursday, February 23, 2023

12:00-1:00 pm

Oakley Recreation Center (1250 O’Hara)

Does your business, nonprofit or start-up need financing? Are you unsure of how to manage your existing debt and/or plan for future business expenses? Would you like to know more about special loan programs to assist small businesses? Come to a fun networking event with brief presentations and a chance to meet our featured speakers! Please note: This event focuses exclusively on lending for businesses.

 

Eddie Lira, Executive Vice President & Chief Commercial Banking Officer, BAC Community Bank: Eddie has 15+ years of commercial banking experience in leadership, portfolio management, and business development. Prior to joining BAC Community Bank, Eddie worked for Chase Bank and oversaw business lending, cash management, and deposit solutions throughout the Central Valley. Eddie volunteers for local non-profits and currently serves as a board member of the San Joaquin County Hispanic Chamber of Commerce.

 

Jenna Williams, Commercial Relationship Manager & SBA Specialist, Fremont Bank: Jenna has worked in the banking industry since 2007. After 13 years with Wells Fargo, she transferred to Fremont Bank to focus on helping small businesses in the community. She specializes in understanding your business needs and using her expertise to tailor your banking experience by offering comprehensive lending and unique financing solutions. She also works with CalPaws K9 Rescue, a non-profit that saves German shepherd dogs.

 

Andrew Krone, Sr. Vice President, Marble Bridge Funding Group: Andrew is a recognized leader in independent-business finance, with 40 years of experience in finance, national and international sales management, and other fields. He has been a U.S. SBA Mentor and a Loan Committee Member of the Northern California Small Business Financial Development Corporation. With Marble Bridge, he has specialized in solving small business financing needs using accounts receivable financing, purchase order /contract financing, and other technical & financial assistance.

 

Daniel Garcia, Senior Vice President, Tri Counties Bank: Daniel is an experienced Regional Vice President with 23 years experience in the banking industry. He has won awards for his SBA loans to small business, and he is known in the banking industry as a strong sales professional skilled in Portfolio Management, Commercial Lending, Customer Service, Banking, and Credit Analysis.

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  • 8:00 - 12:00 pm Monday - Thursday
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  • 3231 Main Street, Oakley, CA 94561
  • (925) 625-7000
  • info@ci.oakley.ca.us

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Twin Oaks Update

The Twin Oaks Senior Apartments project, located just east of Oakley Town Center (Lucky shopping center), is a private development, mixed-use, affordable senior housing apartment complex.  For those interested in leasing a unit, please visit the Twin Oaks Senior Apartments website at: https://twinoakssenior.com.  Please note that City of Oakley Staff are unable to answer questions related to applying for potential residency.