Eric Berlin Email & Phone Number

Bend, OR, US

Bend, OR

Gallagher IP Solutions, through its proprietary insurance product, helps high-growth technology companies access better financing options by utilizing a company’s intellectual property (IP) and other assets as collateral. I work directly with our customers to help craft creative credit solutions custom-tailored to meet their financial needs.

Bend, OR

I was a relationship manager in the Bend market for First Interstate Bank and worked with a variety of small businesses, real estate investors/developers, and non-profit organizations. I generated $33MM of gross loan production in my first full year and managed a $58MM loan portfolio by the end of my tenure.

Bend, OR

I took a year off to spend as much time as possible on the trails in and around Central Oregon.

San Francisco, CA

I was a research analyst at a top tier long/short small cap hedge fund covering the tech, consumer, industrial, medical, and business services sectors. The majority of my time was spent generating investment ideas and employing fundamental analysis to gamble on next quarter’s financial results.

San Francisco, CA

I was a founding member of a new team in San Francisco focused on building out the technology banking division at EWB. By the end of my tenure, I managed a ~$150mm commercial loan portfolio and was responsible for hitting sales production targets, negotiating and structuring deals, and managing the legal documentation process.

San Francisco, CA

I supported a corporate finance hardware sales team at SVB working with mid-market tech companies in the semiconductor and memory verticals, typically with revenues >$75mm. I assisted with structuring/underwriting a variety of complex credit facilities as well as ongoing portfolio management.

Palo Alto, CA

I supported two ABL relationship managers with a combined ~$500mm loan portfolio. I interfaced with eight sales teams covering the software, hardware, life sciences, and clean tech sectors and assisted in structuring/underwriting asset based credit facilities.

Menlo Park, CA

I underwrote mortgages, home equity lines, and a variety of complex, custom-tailored loans for HNWI/UHNWI clients in the venture capital and private equity industries. I also mastered my pull and push shot techniques on the break room foosball table.

Long Beach, CA

I was an investment brokerage analyst covering multi-family and NNN retail listings for a top producing broker in the Long Beach/South Bay LA region.

Bachelor Of Science - Bs, Mechanical Engineering

Specialization in Combustion and Energy Systems

Career Certificate, Accounting

Coursework included Financial Accounting, Managerial Accounting, Fraud and Forensic Accounting

Education record