Arnold Coggeshall - Banker/Financial Advisor Email & Phone Number

Torrance, Ca

Provides a outsourced CFO Consulting Practice in helping companies with the following requirements:Accountability for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results. Principal accountabilities are:1. Assist in formulating the company's future direction and supporting tactical initiatives2. Monitor and direct the implementation of strategic business plans3. Develop financial and tax strategies4. Manage the capital request and budgeting processes5. Develop performance measures that support the company's strategic directionProvided outsourced CFO consulting to the following companies: - Applied Engineering Concepts, Pasadena, CA - Power Brands, LLC, Sherman Oaks, CA - Ralph E. Ames Machine Works, Inc., Torrance, CA - Roseburrough Tool Inc., Orange, CA - TRU Architectural - Hawthorne, CA - Acme Metals and Steel Supply, Inc. - Gardena, CA Bank Consulting and Financial Advisory Company representing small to mid sized privately held companies. Skilled at opening doors for borrowers to finance growth for their companies. Founded and established Vortex Financial as a successful senior debt-placement and bank consulting firm that consulted to the small to mid-market privately held industrial companies. Arranged and fundied in excess of $200,000,000 of Senior Debt Placements in the small mid-market sector of the business community. Developed and provided an out-sourced sales management and business development services which resulted in increased lead and product relationship generation to the following locally headquartered Banks: -Republic Bank – Torrance, CA -American International Bank – City of Industry, CA -Bank of Whittier – Whittier, CA

Indianola, Illinois

477 acre grain farm producing commercial corn and soybean crops. .Fourth generation owner/operator of rural farm in the State of Illinois producing commercial corn and soybeans for delivery to local elevators and co-op facilities. Successful in increasing yields and production on cash crops.

Santa Monica, California, United States

Managed the Santa Monica Office with a team of five seasoned staff members that have developed and maintained a deposit and loan portfolio for many years. Processed the Round 1 and Round 2 SBA PPP loan programs and assisted in the Loan Forgiveness process.

Orange County, California Area

New member to OC Chapter. Helping with program coordination and general membership growth.

Beverly Hills, Ca

As Regional Manager was responsible for developing new banking clients while maintaining the growth of an existing client portfolio. Hired and mentored a new lending team to include underwriters, credit analysts and loan administration assistants while managing a staff of seasoned bankers within the Region and was responsible for maintaining the growth, profitability and quality of the profit center.

Greater Los Angeles/Orange County Area

Leads in the sales process and the relationship management activities. Develops new business and referral sources while belonging to trade associations and/or service organizations that promote the bank's visibility in the communities it serves. Oversees the development of new business by implementing a sales strategic plan within the group to achieve expected results. Participates in the development of new prospect relationships and the conversion of those prospects to new clients. Maintains high quality relationships with important referral sources within the community. Represents the Bank in the community by becoming active in professional and community groups. May speak or make presentations to groups made up of potential clients to increase visibility and identify contacts.

Carson, Ca

Responsible for administration of loans and other extensions of credit, maintenance of loan files with respect to extensions of credit, processing of payments received on extensions of credit, and monitoring and maintaining the account records. Additional responsibilities to include management and calculation for the Allowance of Loan and Lease Losses, CRE Stress Testing, adherence and compliance with all laws and regulations for lending operations, budgeting and strategic planning.

Chief Credit Officer

English, English Language And Literature/Letters

Financial Services Marketing

Commercial Lending