Category: Professional

J.C. grew up in the San Francisco Bay Area and has been in digital marketing since 2000 and has owned his digital marketing agency, Infinity Marketing Group, since 2011. Infinity specializes in marketing for the software and tech industry. J.C. is an expert in digital strategy and has been published and interviewed on major news and media outlets across the country. His Psychology degree from the University of Colorado at Boulder has helped him bring a behavioral marketing advantage to his strategies for clients and their customers.

Principal at General Hospitality Services

Gurmit has been a part of the hospitality world most of his life. He is an owner, manager and developer of midscale franchised hotels with Hilton, Marriott and IHG. He is also an avid fintech investor and advisor.

Chief Revenue Officer

Alaska born, Seattle raised, Carlsbad resident since 1992.  Father of 3, Husband of 20 years, proven leader & entrepreneur.  Has started, grown, managed, successfully monetized 6 companies.  Investor.  Through VoloHaus Consulting has helped over 200 companies across all verticals build sustainable, repeatable, measurable, winning sales & marketing Revenue Machines.  In 2017, proud to have helped 70 companies earn spots on the INC 5000. Passionately connects sales leaders to more revenue!

Doug Wilber is the CEO of gremlin Social where he leads the creation, development and execution of the Company’s long-term vision and strategy.

A financial services veteran, Doug previously served as President, North America for Assembly Payments where he oversaw all sales, marketing, and operational efforts for the region. Prior to that, Doug was Chief Revenue Officer for PYMNTS.com where he oversaw all business development, financial forecasting, operations, and marketing functions. Doug has additionally held numerous product and partnership development roles at Discover Financial Services and was a consultant at Market Platform Dynamics, a leading macro-economic advisory for financial services firms.

Outside of Gremlin Social, Doug mentors numerous early-stage companies via his role at the SixThirty FinTech accelerator in St Louis. He holds a BS in Marketing and International Business and an MBA with a focus on product development and brand strategy from Penn State University.

Kenda-Le Pernin is a seasoned trainer, consultant, and coach with 20 years of broad experience across numerous industries. She is known for bringing rigor to her client engagements and has a track record of supporting clients in producing extraordinary results. Kenda-Le has a depth of experience in operations management, with major successes in the areas of cost reductions, team cohesion, employee retention, client satisfaction and operational excellence.

Kenda-Le has worked with executives and leadership teams globally to create and implement new models for communication and employee engagement. She has also served as vice president of a major retail services corporation, where she was in charge of designing and delivering company-wide training initiatives.

Her clients have included Ashley Furniture, BP, Allegiance Bank, 24 Hour Fitness Taiwan, Select Energy, and other clients in the non-profit, legal, entertainment, home services, financial, direct marketing and artistic sectors.

Kenda-Le attended the University of Texas and the University of Houston. Outside of work, she dances with a performing dance troupe, teaches aerial yoga, and is active in community organizations.

Mr. Brooks began his health-related career as a partner with a regional CPA firm in the 1970s. In 1978 he joined one of his clients, Life Care Centers of America, serving as Executive Vice President and Director of Operations for six years. During that time he led the acquisition, development and operation of more than 45 senior care facilities.

Since 1984 he has served as consultant to the industry, leading the development and acquisition of more than 50 facilities. During this time he also was owner or partner in ten nursing homes and two assisted living facilities.

From 1994 – 1995, Brooks was engaged by Life Care to structure and organize their new Alzheimer’s Division. He developed a task force of experienced consultants and administrators to develop and implement the operating and reporting systems for more than 20 Alzheimer’s treatment facilities. He also spearheaded the development of two new Azheimer’s projects for the company.

Brooks was instrumental in developing the course curriculum for the Long-term Care Administration, a B.S. degree program at Southern Adventist University. He oversaw its development and state licensing board approval and taught the coursework during the first year of the program’s existence. It remains one of the most successful programs in the country.

Brooks holds B.S. and MBA degrees and is a Certified Public Accountant.

Client Success Leader

To ensure every customer enjoys significant return on their Cirrus investment, Nicholas is responsible for the development and execution of our Client Success Programs. From initial consultation to onboarding and implementation, throughout the relationship he provides thoughtful communication, support and education services.

Nicholas holds a B.S. in Marketing and Management from Colorado Mountain College. He previously served as a personal banker with Citywide Bank, and is serving in his third year with Cirrus.

A Colorado native, Nick is an avid skier in the winter, while in the summer months he enjoys hiking, golf, and anything else that lets him enjoy the beautiful Rocky Mountains.

Chief Technology Officer

Adam is responsible for the design, development, and maintenance of the Cirrus application to ensure that our clients enjoy a productive and highly secure experience. He also oversees the governance aspects of the Cirrus platform, including third party integrations, policies and development procedures.

Adam has eight years of experience in the telecommunications industry architecting and developing applications for Level 3 Communications. He joined Cirrus full-time in 2018 and is excited to increase the exposure of this innovative and much-needed software to the banking industry.

It has been almost ten years since Adam moved from Louisiana to Colorado to pursue his career in the software industry. During his time in Colorado, he met and married his wife Briana. They were recently blessed to receive their first child, a beautiful girl named Emma.

CEO

With twenty years of broad financial services industry experience, David has held various positions with BB&T, Deloitte, Citigroup Global Markets, Merrill Lynch, and Volvo Commercial Finance, both in the US and abroad. He has led numerous IT-related projects during this time including workflow redesign, CRM adoption, and the creation of BB&T’s FDIC-assisted bank merger model.

In addition to executing billions of dollars in commercial debt transactions while employed with BB&T, David has advised on private equity transactions for Arcadia, 3i, Mezzanine Management, and Grey Mountain, among others.

David graduated from Wake Forest University with a dual B.S. in Business and German, and he holds a master’s degree from Oxford University, where he authored a lecture on financial ratio analysis that is still taught in the business school. His work has appeared in the Financial Times; the Institute for Mergers, Acquisitions, and Alliances; National Public Radio; and the BBC. David is a CFA Charterholder and a member of the CFA Society of Colorado. He has served on the boards of numerous nonprofit organizations, including leadership positions with the Manatee County Economic Development Corporation and the Nashville Rotary Club.

Our Lender Exchange Provides the Following Solutions for You and Your Applicant

• A clear description of the specific documents required to expedite your SBA loan request
• SBA lending expertise to evaluate and appropriately structure a loan request expediting your loan closing
• Peace of mind that your applicants documents are safe
• Efficient organization of all loan documents located in a centralized location, with 24/7 access
• Real-time status communication for required documents to all parties through our patented document portal
• Assistance in providing specific loans based on industry, loan size, and location

Cirrus Secure – Document Management Experts

Cirrus document management software is designed by lenders for lenders and other professionals who rely on organized document collection.  Cirrus provides a Secure Document Collection Portal to organize a specified Electronic Checklist of documents that are stored in the Microsoft Cloud. Borrowers and their advisors can see which documents are needed at each stage of the deal; upload sensitive documents quickly and securely; and view status of the deal itself. By designing order from the outset, Cirrus eliminates the chaos downstream.

Partnered With

Capital Growth Solutions – The Gold Standard for SBA Lender Service Providers.

Capital Growth Solutions, LLC began operations in May of 2008 to fill a void in the SBA commercial lending market. Small and mid-sized bank and community lenders wished to participate in U.S. Small Business Administration (SBA) financing programs, yet lacked the expertise to do so. Over the last several years, we’ve helped dozens of organizations turn this underutilized service into a highly profitable portion of their business, and we know that we can do the same for your institution.

Interested in learning more about Cirrus Lender Services? Feel free to contact:

Amanda C. Holmes
Director of SBA Lending
amanda.holmes@cirrusls.com
(720) 216-5070

Why Use Cirrus?

• You’re looking to place a loan that doesn’t fit your credit box yet still maintain the borrower deposit relationship.
• You’re looking to increase loan volume.
• We keep your applicant’s information secure through our online portal.
• You receive a free Prequalification Memo from our partner Capital Growth Solutions PA who has a deep domain knowledge of SBA & USDA lending thus saving you processing time.
• You’re looking for deals specifically dedicated to SBA and USDA lending to assist with your Community Reinvestment Credit (CRA) requirements.