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Welcome To Capital Finance !
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News Release -
January 4, 2008:
BIOGRAPHY "SBA Lending - Tips, Tricks, and Traps" "Five Mistakes Attorneys Make After Deciding to Hire an Expert" "Good Banker or Lender Liability - A Banking Conundrum?" "Why Use A Commercial Loan Broker?" "Avoiding Lender Liability in Subprime Loans"
Mr. Fried is a native of New Jersey. After graduating with a B. A. degree in Economics and Business Administration from Rutgers University, Mr. Fried attended the Bernard M. Baruch School of C.U.N.Y., majoring in Finance and Investments. In 1968 he joined the Bankers Trust Company, 16 Wall Street, New York, as a management trainee rising quickly through the ranks until 1974, when he joined Union Bank, Los Angeles, in their Regional Head Office as a Vice President and Team Leader. Beginning in 1979, he entered the field of Independent Banking, specializing in rehabilitating troubled banks of from $11 million to $425 million in asset size. He has been the President and Chief Executive Officer of three different independent banks and a senior policy-making officer of financial institutions for over twenty years. He has spoken before numerous industry, consumer and banking groups on the subject of banking and business finance. His expertise in assisting businesses with their financial needs has earned him guest appearances on the Bill Handel Show (KFI Radio), “Tax Loopholes-The Radio Show” (KPSI Radio) and the Chuck Ashman Show (KBLA Radio). He has spoken before various Chambers of Commerce on financing businesses, testified before the Securities and Exchange Commission on enhancing capital formation for businesses and numerous times as an expert witness on matters related to all aspects of banking and commercial finance. In 1992, he was named the Financial Services Advocate of the Year by the U.S. Small Business Administration (SBA). In 1991 Mr. Fried was appointed Chairman for California and Hawaii of the Independent Bankers Association of America Political Action Committee and in December, 1992 he was named President of the California Independent Bankers Association, the state association representing 260 banks across the state of California. Mr. Fried is the sole owner of Capital Finance, a commercial finance and financial consulting concern established in 1987, providing expert witness testimony, litigation support and consulting services to the banking, business, financial and legal community. {Curriculum Vitae} BIOGRAPHY Kathleen Lewek began her banking career in 1965, starting in the Accounting Department for Bank of America in San Francisco. She joined Wells Fargo Bank in 1968, serving in numerous positions in Northern California prior to entering the Officer Training Program in 1974. She became a Banking Services Officer in 1974 and an Assistant Manager in 1976 where her duties included working with the mergers and acquisitions unit. She opened a new branch office in Culver City as Assistant Vice President and Manager in 1979 where she had the distinction of exceeding all growth and profitability projections by 300% and beginning to generate profits on a monthly basis after only five months of operation. Her final position at Wells Fargo Bank was as the Business Development Manager for the Beverly Hills Region in 1981. She joined Union Bank in 1981, serving as a Vice President in the Correspondent banking unit. In 1988, she left Union Bank to start up a new correspondent banking unit for Imperial Bank. As Senior Vice President and Manager of the Financial Institutions Division, she successfully developed the products, loan policy, procedures, and pricing for the total array of services provided to correspondent banks by the unit while continuing to exceed profitability goals. In February 1994, she joined Alex Sheshunoff Management Services as a Senior Consultant where she was responsible for serving financial institutions in fourteen western states. Kathleen Lewek has received industry recognition as the Chair of the Correspondent Bank Committee of the California Bankers Association (1991 - 1993), a faculty member at Pacific Coast Banking School (5/92 - 4/96), and a Board member of the Financial Institutions Network (1998 - 2001). She has published articles in the American Banker and trade association newsletters. She has also been quoted in articles in the Los Angeles Business Journal, Sacramento Bee, and Palm Beach Daily Breeze. She attended Santa Rosa Junior College and graduated from Pacific Coast Banking School in 1986. Based on her belief in a true need for both knowledgeable and relationship oriented consultants, she began Lewek & Associates in October 1994, serving financial institutions of all sizes. {Curriculum Vitae} BIOGRAPHY After graduating from San Francisco State University with a B.A. in Philosophy, Mr. Fried joined Dean Witter Reynolds & Co. in their executive training program based in New York City. Upon completing extensive training, he tested and qualified for several securities trading licenses, including Series 65, 63, and 7 and was designated as a Registered Investment Advisor. When Dean Witter merged with Morgan Stanley in 2001, he moved to Los Angeles, California to continue his investment activities. Beginning in 2002, he entered the field of Real Estate finance as a residential mortgage loan officer, and obtained his real estate agents license. After specializing in working with clients of large financial institutions including Bank of America and Citicorp, he moved into the field of wholesale mortgage origination broadening his experience in the commercial financial services lending arena. He gained extensive experience in sub-prime and Alt-A lending and In 2003, he joined The Black Label Mortgage Program, the private client services division of First NLC Financial Services. There, he originated over $85 million in jumbo and super-jumbo residential loans, and was responsible for establishing a market presence for the company in the Southwestern region of the United States. He increased staff threefold, adding and training nine new wholesale representatives to help manage the western region, including Washington, Oregon, Nevada, Arizona, California, New Mexico, Colorado, and Utah. He stayed with Black Label until January 2006 when First NLC was acquired by Friedman, Billings, Ramsey, LLC, the largest REIT investment bank on Wall Street. In January 2006, Jerome joined Fidelity Bancorp Funding, the second largest commercial real estate brokerage in California, where he originated over $350 million in commercial real estate loans, including participation in major hotel projects in southern California. He currently works with Capital Finance as the Director of Marketing, where he continues to provide exceptionally high levels of customer service and offer his experience, contacts, and skills to aid financial professionals and high net worth individuals achieve success in closing complex financial transactions.
BIOGRAPHY After graduating with a B.S. Degree from Long Beach State University in 1971, Ms. Fried went into the field of banking. During more than 20 years in banking; Tay moved up the ranks of banking operations, serving as the Chief Financial Officer of several institutions, Senior Credit Officer and, ultimately, as the Chief Executive Officer of Coast Bank where she was responsible for all activities of the bank and more than 100 employees. She was responsible for the data processing conversion of a $500 million conglomerate, has consulted for independent banks and been appointed to the advisory board of Long Beach State University School of Business. In 1993, she founded a specialized computer software firm to automate accounting, servicing and reporting of Small Business Administration and Construction loans as well as ACH payment and OFAC monitoring software. These programs were used by numerous banks in the fourteen Western states. She helped establish a new independent national bank in Southern California in 1999; assisting from concept to completion with stock sales, site location and construction, hiring of personnel, formulation of policies and procedures, data processing systems and regulatory compliance. Subsequently she became the Bank's Executive Vice President and Chief Financial Officer. {Curriculum Vitae}
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