BMO Commercial Bank

Middle Market Banker, working with companies in the $10mm to $50mm in revenue.

V.P. Emerging Middle Market Relationship Manager

Bank of the West

Vice President - Senior Business Relationship Manager

Coface

VP, BDO offering accounts receivable insurance to companies  from $5,000,000 to $500,000,000 in revenue. 

Our focus is to protect the receivable through any of our 3 core products: 1) Accounts Receivable Insurance. 2) World Wide Collections Services. 3) World Wide Credit Intelligence.

Vice President Sales

L.B. Spurrier Insurance Agency 

As a Trade Risk Agent, my role is to provide companies the ability to grow existing sales, mitigate risk, expand to global markets and enhance present financing position.

R.M. Jaraba Insurance Agency Inc. 

Sales Insurance Agent - Accounts Receivable Insurance through Continental Casualty and Coface North America Insurance Co.

Agent

International Insurance Associates

Manage over 100 policies that ranged from $1,000,000 in accounts receivables $'s to over $250,000,000. Managed the placement and coordination between insurers and policyholder…  Synchronized the assignment of risk from start to finish safeguarding the receivable in case of non-payment or insolvency!

Accounts Receivable Manager

Socrates is a highly skilled business leader in the Financial Industry with a focus on Trade Credit Insurance, Working Capital Finance & Credit Management Solutions, Business Strategy & Sales Management. A firm believer in integrity, hard work, and innovation with a proven track record in driving business growth through extensive experience in relationship network management, client retention, and partnership loyalty.

Socrates Heraclio Jaen

What a great event. Deal Makers Night Out was just fantastic!!! 

Collaboration and teamwork are the keys to success! At Deal Makers SoCal, we understand that a great team is essential for achieving excellence. 

Our recent Night Out brought together professionals from LA, IE, and OC, where we learned, shared, and strengthened our relationships. 

Thank you to all the amazing individuals who make up our partnership and strive for greatness every day! 

Special Thanks to our Sponsors - BMO U.S. PayNation®Blueprint CFO | Future Focused Accounting

#DealMakers #Success #Partnership  

Chris Carpenter Sanyu Banks Debra Griffin Joey Romero, CPA Jaime Rodriguez  Neisha Pereira Natalie Swan Ken High  David Krajanowski Susan Cashion Bryan Fournier Lorena Espinosa, CPA Vinil Ramchandran Valerie Dufix Todd Zive Søren Aarup Perryn Holtrop, ETA CPP  Kenneth S. August JJ Richa Jim Downes Jevon K Thomas Jermaine C. Brown, CIC, CRM Danielle Gutierrez Cheryl Hollingshead Charles Schapira Kayla V. Washington Danielle Fontes Orrin Belden Janise Graham, LACP, CLTC Janine Warren Eddie Darmawan Christina Jones Deal Makers SoCal Brian Montes Edward Ornelas, Jr.

Life is a journey full of ups and downs, gains and losses. It’s important to embrace every moment and live life to the fullest. Along the way, we must learn to shift, maneuver, and grow, even when faced with the unknown. By doing so, we can build the foundation of our life story. At the end of the day, we all hope to have more stories of success and fewer regrets. Remember to always be present and make the most out of every experience, for it is through these experiences that we become who we are. #lifegoals #motivation #success

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