Stephanie has worked at Wells Fargo for over 35 years and is responsible for the management of three business sales teams: Relationship Managers, Commercial Loan Officers, and Business Acquisition Consultants. She manages the San Leandro BBG Office dedicated to serving the East Bay Market Area, including creating a strong partnership through servicing the business banking…
Bernadette is responsible for all of OBDC’s human resources and talent management practices including: recruitment, compensation and benefits, employee relations, performance management, and training and development. Bernadette brings broad experience in HR leadership for several non-profit organizations, including tenures as Chief Human Resources Officer for United Way of the Bay Area, and Vice President, Human Resources and Professional…
As Marketing and Business Development Manager, Natra has led the creation of OBDC’s website, manages its social media pages and provides strategic insight on marketing and branding efforts. Her business development role consists of managing and growing the small business portfolio for 7 of the 9 Bay Area counties and building strategic partnerships with referral sources. Natra comes…
Andrew is responsible for reviewing, analyzing, and underwriting applications for SBA Community Advantage and SBA Microloan products. Andrew joins OBDC Small Business Finance after nearly 10 years in the banking and financial services industry. His prior roles included positions at regional banks in the SBA Loan Servicing divisions where he underwrote a variety of client…
Shan Dai is currently responsible for reviewing and underwriting SBA community advantage and SBA microloan products. Shan also conducts research on and outreach activities towards Chinese communities in the Bay Area. Shan joined OBDC as a Financial Analysis Intern while she was pursing her M.B.A. degree at San Francisco State University. As an intern Shan conducted quantitative…
Heidi is responsible for raising capital to fund OBDC Small Business Finance’s lending and operations. Heidi joined the organization in 2011 as a summer fellow. Since then, Heidi has worked on research, impact evaluation, marketing, reporting, and organizational strategy. Before joining the team at OBDC Heidi worked with the Women’s Initiative, a Bay-Area-based non-profit dedicated…
Felicia is responsible for the small business lending portfolio with a focus on transactions up to $287,000. She joined OBDC Small Business Finance after a nine year career in corporate banking in New York City. Prior to her work as a credit risk manager with various global banking firms,Felicia served as a United States Peace…
Esther is a New Sector Summer Fellow serving as a capacity-building intern at OBDC. She is responsible for researching nonprofit marketing strategies, and assisting in the implementation of sector-wide best practices. Before joining OBDC, Esther worked with Women’s Initiative and Upwardly Global, national nonprofits that respectively nurtured female entrepreneurship and developed the professional careers of…
Amanda is a current MBA Candidate at Mills College. Currently, she serves as an OBDC Small Business Finance Intern where she is assisting with converting, migrating and validating data from a loan servicing database into Salesforce. She is also assisting with email marketing and creating effective campaigns. Additionally, she has assisted with various Bay Area…
JIM H. KEFFER, USAF Since his retirement, Major General Jim H. Keffer has started his own small business consultancy. He brings his tremendous leadership, small business experience and desire to help veterans to Veteran Program. General Keffer retired in November 2015 as the Chief of Staff, U.S. Cyber Command (USCYBERCOM) where he served as the…
