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m a r c h 2 2 , 2 021
l e a d e r s o f i n f l u e n c e :
LENDERS
R
egardless of the current economic conditions or whether or not we are all navigating through a
national pandemic, for business owners, one of the most important steps toward growth is access to capital.
As new businesses open, and as existing businesses look to take the next step, market share becomes the shared
target. For those businesses who have successfully navigated their first four quarters or more, staying profitable
can still be a challenge without a constant push to innovate and adapt.
Being the hotbed for creative and innovation-driven new businesses that Los Angeles is, it’s no surprise that many
of the country’s foremost lending professionals live and work here. From an influx of nominations and suggestions, the
Los Angeles Business Journal staff has selected some of the very best of them to be featured in this special Leaders of
Influence supplement. We hope you read with interest the profiles of these outstanding financial stewards, along with
some basic information about their careers, practice and some relevant recent projects they’ve been involved with.
065-70_LOI-LendersSUPP.indd 65 3/18/21 12:03 PM
66 LOS22,
MARCH ANGELES
2021 BUSINESS JOURNAL MARCH
CUSTOM CONTENT – LOS ANGELES BUSINESS JOURNAL 66
22, 2021
Congratulations,
LEADERS OF
INFLUENCE:
LENDERS
Including our very own Brent Williams and Lindsay Dunn.
Brent Williams Lindsay Dunn
Head of National Corporate Executive Vice President and
Banking Head of Real Estate Banking
Regional Manager for Los Angeles
Metro Commercial Banking
Discover The Way Up® at CNB.com.
City National Bank, Member FDIC. City National Bank is a subsidiary of Royal Bank of Canada.
©2021 City National Bank. All Rights Reserved. 321768-01
005-80_labj_20210322_fullpages.indd 66 3/15/21 5:50 PM
MARCH 22, 2021 CUSTOM CONTENT – LOS ANGELES BUSINESS JOURNAL 67
MOST INFLUENTIAL
LEADERS OF INFLUENCE: LENDERS
BITA ARDALAN GREG BAGIRYAN PERICA BELL GENE DUNFORD
Managing Director, Head of Commercial Banking Market President, Los Angeles Greater Area Managing Director, Market Manager for Southern SVP, Sr. Managing Director, Corporate Banking
Union Bank Sunwest Bank California, Community Development Finance Umpqua Bank
Union Bank
B G G
ita Ardalan is managing director and reg Bagiryan is a market president of the ene Dunford is senior managing director
P
head of commercial banking for MUFG Los Angeles Greater Area at Sunwest erica Bell’s career has focused on financing of Umpqua Bank’s Los Angeles Cor-
Union Bank. The Commercial Bank- Bank. He continues his focus on serving and building successful real estate projects, porate Banking Division. He joined
ing group is an origination and portfolio the middle market business community with providing value to external shareholders Umpqua Bank in 2016 to establish its new
management unit serving middle-market a wide variety of financial products and and creating attainable, affordable housing for Corporate Banking Division in Los Angeles.
companies with revenues of $50 million - $2 services provided by Sunwest Bank. In the low/moderate income residents. Today, within A 25-year veteran of L.A.’s commercial
billion across a range of industries with cred- last 18 months, he has closed over 250 loans the Real Estate Industries Group at Union banking scene, Dunford quickly assembled
it and non-credit ancillary products. As the totaling over $100 million with the bank. Bank, she oversees the administration of a seasoned team of corporate bankers with
leader of a business with a 150+ year history Bagiryan has over 18 years of banking Community Development Finance activities an average 25 years each of middle-mar-
on the West Coast, Ardalan sets its strategic experience. Over the years, he worked on throughout central and southern California, ket experience. He leads the bank’s Los
vision and heads a high-caliber team. She different companies and industries with originating $300+ million annually in debt Angeles and Glendale commercial banking
oversees 160+ employees in 17 offices, and needs for working capital financing, acqui- and low-income housing tax credit equity offices.
more than 200 support partners. sitions & merger financing, dividend recap- for the bank’s affordable housing developer Dunford built a book of business that
Ardalan’s division is strategically italization, asset based lending, business relationships and leading community devel- easily exceeded Umpqua’s initial three-year
designed to be lean and efficient, however term loans, merchant solutions, real estate opment investment activities in wholesale lending goal. His rapid success in helping
she is closely aligned with many other divi- loans and treasury management. Among his markets outside of California. Umpqua establish a growing presence in
sions for which her team generates signifi- areas of focus are the e-commerce and food Bell collaborates with key stakeholders/ L.A. has been a catalyst for the bank’s con-
cant revenue, including Transaction Bank- segments, given the number of companies leaders in the space to solve challenges around tinued commercial business growth across
ing, Capital Markets, Intrepid Investment he banked over the years in those arenas. affordable housing production throughout the region. Dunford’s team currently man-
Bankers, Real Estate Industries, Asset-Based Bagiryan has built a reputation for going California and capacity building for non-profit ages approximately $500 million in assets.
Finance, Syndications, FX, and Interest above and beyond for his clients. affordable housing developers. Over the past Dunford focuses on cashflow and asset-based
Rate Derivatives, Wealth Management & few years, she has deployed $252 million in lending, including senior financing for
Private Banking, and Consumer Banking. capital to build or preserve 1,300 affordable working capital, plant and equipment acqui-
She engages daily with these teams, helping housing units throughout the County of Los sition, M&A, recapitalization, and private
to develop and drive growth strategies. Angeles. equity opportunities.
Applauding our leaders
Congratulations to Hans P. Getty
and Omid Noori for being selected
as Leaders of influence: Lenders!
U.S. Bank proudly recognizes your
outstanding leadership and
contributions to our industry. You’ve
built a culture of integrity and
inclusivity that inspires us all.
Hans P. Getty Omid Noori
Senior Vice President Senior Vice President
Regional Manager Market Leader
Corporate & Commercial Banking Los Angeles and Orange County
U.S. Bank U.S. Bank Private Wealth Management
usbank.com
Member FDIC. ©2021 U.S. Bank 504102 3/21
065-70_LOI-LendersSUPP.indd 67 3/18/21 12:03 PM
68 LOS ANGELES BUSINESS JOURNAL – CUSTOM CONTENT MARCH 22, 2021
LEADERS OF INFLUENCE: LENDERS
LINDSAY DUNN BRANDON FERRERA HANS GETTY VIVIAN LUM
Executive Vice President and Southern California Market Executive, Senior Vice President Mortgage Loan Originator
Head of Real Estate Banking Middle Market Banking U.S. Bank Caliber Home Loans
City National Bank Fifth Third Bank
H A
ans Getty is a senior vice president and s a residential mortgage lender, Vivian
L B
indsay Dunn, newly promoted exec- randon J.E. Ferrera is an established manages the Los Angeles Commercial Lum brings her unique, deep and diverse
utive vice president and head of Real middle market banker who joined Fifth Banking team, overseeing a team of educational and professional back-
Estate Banking at City National Bank, Third Bank in early 2018. Bringing highly experienced relationship managers ground to each transaction. Lum takes into
provides a wide range of financial services more than a decade of executive-level who focus on delivering thoughtful banking account each borrower’s entire financial
to real estate developers and investors in experience in relationship and commercial solutions to middle-market companies. Get- position and goals, often conferring with the
the dynamic economies in which the bank banking to his new role, Ferrera joined Fifth ty’s team includes relentless client advocates borrower’s financial advisor and CPA to do
operates. Dunn, now a member of the bank’s Third from Comerica where he led a middle who each possess a strong desire to help what is best for the borrower. She acts as a
executive committee, reports directly to market team and was responsible for the companies achieve their strategic and finan- mortgage advisor to help create generational
president Richard A. Raffetto. bank’s regional private equity strategy. Fer- cial goals. Getty encourages his team to go wealth for her clients.
Dunn brings more than two decades of rera’s ability to balance these two areas that beyond numbers and spreadsheets, with an Lum, a licensed attorney, had a burgeon-
experience in real estate banking. Over the sometimes intersect with great complexity is emphasis on understanding the entire pic- ing law practice handling real estate and
last 15 years, Dunn has held various lead- one of his most significant strengths. ture of a company so the entire suite of U.S. other business matters, from which she then
ership roles at City National, most recently Ferrera has been charged with building a Bank’s resources can be delivered, as one transitioned into forming a commercial real
serving as senior vice president and regional team of bankers as part of Fifth Third Bank’s U.S. Bank. estate development company. Lum also is a
manager of Real Estate Banking, responsible middle market expansion into the Califor- In just the first six weeks of 2021, Getty’s licensed realtor. Having handled real estate
for real estate lending, operations and busi- nia market. His team’s focus is developing team successfully arranged and syndicated transactions from all angles, from being a
ness development in the greater Los Ange- and maintaining relationships with both a $295 million financing to support a high- home buyer herself, to being a realtor on
les area and in Santa Barbara and Ventura privately owned and private equity owned growth client in the food and beverage both the buy and sell sides to originating
counties. Dunn is an outstanding leader who middle-market clients. The group supports industry and supported a client in the aero- mortgages, she has the breathe of knowledge
will continue to provide City National’s its clients’ growth with financing for lever- space and defense industry by committing as that each borrower would benefit from in
superior banking experience to real estate aged buyouts, acquisitions, working capital a joint lead arranger to an inaugural syndi- their mortgage transaction.
developers and investors in communities and growth capital. cated facility that was established to finance
across the country. a transformative acquisition.
CONGRATULATIONS
MATTHEW RECHNER
FOR BEING NAMED A
2021 LOS ANGELES BUSINESS JOURNAL
LEADER OF INFLUENCE IN LENDING
MATTHEW K. RECHNER
Banking Practice Leader
Los Angeles & Santa Barbara
Regions
Northern Trust
310-282-3800
INVESTING \ BANKING \ TRUST & ESTATE SERVICES \ WEALTH PLANNING \ FAMILY OFFICE
NORTHERNTRUST.COM
065-70_LOI-LendersSUPP.indd 68 3/18/21 12:04 PM
MARCH 22, 2021 CUSTOM CONTENT – LOS ANGELES BUSINESS JOURNAL 69
Where today’s transactions
meet tomorrow’s goals
Proven advice and solutions for moving ahead.
Our 2020 Capital Markets clients can tell you: Successfully navigating change and challenges takes experience
and know-how. Now, more than ever, experience matters. Let us put our deep industry expertise and
sophisticated banking solutions to work for your company to help you reach your goals and build your future.
Discover more at 53.com/ExperienceMatters
Lead Arranger & Lead Arranger &
Administrative Agent Joint Book-Running Manager* Joint Bookrunner* Active Bookrunner* Administrative Agent
$275,000,000 $500,000,000 $3,320,000,000 $450,000,000 $200,000,000
Senior Credit Facility Senior Unsecured Notes Offering Senior Secured Notes Offering Senior Unsecured Notes Offering Senior Credit Facilities
Entertainment, Entertainment, National Commercial
Energy, Power & Utilities Renewable Energy
Lodging & Leisure Lodging & Leisure Real Estate
Planet Fitness Midwest
Lead Arranger &
Joint Bookrunner* Bookrunner* Active Bookrunner* Administrative Agent Joint Book-Running Manager*
$6,000,000,000 $982,100,000 $1,250,000,000 $128,000,000 $1,250,000,000
Senior Secured Notes Offering Follow-On Offering Floating Rate Notes Offering Senior Credit Facilities Senior Unsecured Notes Offering
Entertainment,
Diversified Industries Energy, Power & Utilities Consumer & Retail Energy, Power & Utilities
Lodging & Leisure
Joint Lead Arranger & Joint Lead Arranger &
Joint Bookrunner Joint Bookrunner
Administrative Agent, Joint Lead
Arranger & Joint Bookrunner Joint Book-Running Manager* Joint Book-Running Manager* $3,215,000,000 $625,000,000
Senior Bridge Facility Senior Secured Bridge Facility
$90,000,000 $450,000,000 $1,200,000,000 Joint Book-Running Manager* Joint Book-Running Manager*
Senior Secured Credit Facility Senior Unsecured Notes Offering Senior Unsecured Notes Offering $2,825,000,000 $625,000,000
Senior Unsecured Notes Senior Secured Notes
Technology, Media
Healthcare Healthcare
& Telecom Diversified Industries Consumer & Retail
a portfolio company of
sold a 294 MWDC utility-scale
has been recapitalized by has been acquired by solar project to
a Leading Private has completed has been acquired by
Equity Buyer a recapitalization
M&A Advisory* M&A Advisory* M&A Advisory* M&A Advisory* M&A Advisory*
Industrials: Tech-Enabled
Consumer & Retail Renewable Energy Healthcare
Transportation & Logistics Business Services
*Transaction completed by Fifth Third Securities.
Fifth Third Capital Markets is the marketing name under which Fifth Third Bank, National Association, and its subsidiary, Fifth Third Securities and investments offered through Fifth Third Securities, Inc.:
Securities, Inc., provide certain securities and investment banking products and services. Fifth Third Capital Markets offers investment
Are Not FDIC Insured | Offer No Bank Guarantee | May Lose Value | Are not Insured by any Federal Government Agency | Are Not a Deposit
banking††, debt capital markets†, bond capital markets†, equity capital markets††, financial risk management†, and fixed income sales and
trading††. Fifth Third Bank, National Association, provides access to investments and investment services through various subsidiaries, †Services and activities offered through Fifth Third Bank, National Association.
including Fifth Third Securities. Coker Capital Advisors is a division of Fifth Third Securities. Fifth Third Securities is the trade name used ††Services and activities offered through Fifth Third Securities, Inc.
by Fifth Third Securities, Inc., member FINRA / SIPC, a registered broker-dealer and registered investment advisor registered with the U.S. Deposit and credit products offered by Fifth Third Bank, National Association. Member FDIC. Equal Housing Lender.
Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Credit products are subject to credit approval and mutually acceptable documentation.
005-80_labj_20210322_fullpages.indd 69 3/15/21 3:33 PM
70 LOS ANGELES BUSINESS JOURNAL – CUSTOM CONTENT MARCH 22, 2021
LEADERS OF INFLUENCE: LENDERS
RADHIKA MEHRA OMID NOORI PAUL RAHIMIAN MATT RECHNER
Vice President & Commercial Banker SVP, Managing Director of Founder and CEO Banking Practice Leader
California Bank & Trust Private Wealth Management Parkview Financial Northern Trust
U.S. Bank
R A M
adhika Mehra joined California Bank & s CEO and founder of Parkview Finan- att Rechner is a senior vice presi-
O
Trust in 2017 as a relationship manager mid Noori is a senior vice president and cial, Paul Rahimian manages a national dent and Banking Practice leader for
and vice president, where she has suc- managing director for the U.S. Bank debt fund that provides construction Northern Trust, Los Angeles with
cessfully managed the role of a connector, Private Wealth Management team in financing to ground-up real estate develop- oversight for the region’s lending and depos-
orchestrator and navigator between the the Greater Los Angeles area. Noori takes ment projects. Through the private fund, itory business. He is responsible for advising
bank and the customers. Her forte is com- the time to understand his clients’ unique the firm provides short-term bridge and con- high net worth individuals, families, their
mercial real estate and business lending. needs and he directs teams of specialists struction loans secured by first trust deeds businesses, trusts, foundations and non-prof-
In the last three years, she has served the and partners to provide services that help to developers throughout the United States. it organizations from a capital advisory
Santa Clarita Valley by doing commercial clients work toward their goals in areas such Since launching the Fund in 2015, Parkview perspective. Prior to moving to Los Angeles,
real estate loans for big and small business- as Investment Management, Private Bank- has successfully executed in excess of $1.68 he led Northern Trust’s banking practice
es while providing turnkey solutions for ing, Trust and Estate Services, and Wealth billion in financing for multifamily, retail, in San Diego for four years. He has over 18
customers by catering to all their financial Planning. office, industrial and mixed-use projects. years of banking and wealth management
needs, both business and personal banking. Over the last 24 months, Noori has Rahimian founded Parkview Financial in experience.
Mehra’s mantra is to understand the cus- helped grow US Bank’s Private Wealth early 2009 – during the height of the Great Before joining Northern Trust, Rechner
tomer’s full financial picture, making recom- practice in deposits, loans and assets under Financial Crisis – and has since originated worked for the real estate and commercial
mendations best suited to their needs and management by over $300 million in each. hundreds of commercial and residential banking groups at City National Bank,
helping them reach their financial goals. He has grown his team from 6 in 2018 to loans. He has been widely recognized as an where he was a senior relationship manager,
She joined the bank to open a new location. now 16 advisors reporting to him across industry pioneer as he was one of the first to managing a team of accomplished lenders.
She has in a large part been responsible for LA and Orange County. His partnerships, offer complete integration of loan origina- He began his banking career with American
building the balance sheet (both loans and education, presence on the front lines, and tion and servicing under one roof. In 2020, National Bank in Chicago. Following com-
deposits) to over $44 million in less than passion for clients they serve are why his Parkview Financial had a record-breaking pletion of the relationship manager-training
three years. team has seen so much success. year, providing construction financing for program, he worked within the private,
26 loans totaling more than $600 million commercial and capital markets banking
nationwide. groups.
KAITLIN SKOPEC SPENCER SMITH MATT SMITH BRENT WILLIAMS
Relationship Manager Managing Director, Los Angeles Regional Market Vice President Senior Vice President and Head of National Corporate
BMO Harris Bank President St. Cloud Capital Banking and Regional Manager for LA Metro
Union Bank Commercial Banking
K M
aitlin Skopec is a relationship manager att Smith, vice president at St. Cloud City National Bank
S
in BMO Harris’s Commercial Bank - Los pencer Smith is a managing director and Capital, is a former military officer
B
Angeles office. Given Skopec’s broad Los Angeles Regional Market president who went back to business school, rent Williams, longtime banker and
industry expertise and vast network of local within the Commercial Banking group finished up during the great recession and head of City National Bank’s Los Ange-
businesses and professionals, she has been an at Union Bank. The Commercial Banking found a role in lending. Ultimately he les Metro Commercial Banking team,
integral part in the opening and growth of group is an origination and portfolio man- evolved to be one of the more remarkable recently helped create and now leads the
BMO’s California office. agement team serving middle market com- structured finance professionals on the West bank’s new National Corporate Banking divi-
Skopec demonstrates influential lead- panies with revenues of $50 million to $2 Coast. Some of Smith’s more visible deals sion, which specializes in larger middle-mar-
ership by initiating and developing strong billion across a range of industries offering include financing the acquisition of the ket and mid-corporate-sized companies
relationships with business owners and credit and non-credit banking solutions. Queen Mary. He has a great track record with revenues between $500 million and $5
understanding how their businesses work, Smith is based out of the Los Angeles office being a lender to the lower middle market billion. As part of this effort, Williams leads
what their strategies are and how she can and oversees a team of 10 employees. In this private equity community. a newly formed Diversified Industrials &
become part of that strategy as a direct rela- role, Smith leads the middle market strategy Since joining St. Cloud in 2017, Smith Services Banking unit, with bankers located
tionship manager and banking partner. She for the Los Angeles region, managing a team has distinguished himself as a guide and in Los Angeles, New York City, Chicago,
has underwritten and managed portfolios that provides high-touch, reliable financial mentor to small businesses. At St. Cloud, Atlanta and Dallas. He also oversees the
of more than $1 billion deposits and loans solutions and banking services with special- Smith is responsible for sourcing, execution, bank’s existing Food & Beverage Banking
for middle market, privately owned, public, ized industry knowledge to middle market and portfolio monitoring functions. Recent- and Aerospace & Defense Banking units.
and private equity backed companies. With companies and financial sponsors. ly, his sponsorship of a video game studio Williams and his team deliver customized
a diverse customer base, Skopec has experi- In 2020, despite the challenging condi- was realized by its merger with Sumo Group financial solutions to midsized businesses in
ence in manufacturing, distribution, indus- tions initially presented by the work-from- PLC, an AIM-listed company in the UK. Los Angeles, San Fernando Valley, Ventura
trial services, food & beverage, professional home environment, Smith and his team He has become a full spectrum lender. and Long Beach. Williams works closely with
services, engineering & construction, insur- grew their overall loan portfolio over 10% businesses, organizations and their teams to
ance brokerage, retail, software, and ESOPs. and added many new clients in the greater provide lending, banking and treasury man-
Los Angeles region. agement strategies to help solve their most
complex financial needs.
065-70_LOI-LendersSUPP.indd 70 3/18/21 12:04 PM
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