Membership Committee Chair
Current
Oct 2023 - Present
AeroLeads people directory · profile
Philip Ugalde Email & Phone Number
Senior VP @ PlainsCapital Bank | Commercial Lending Expert
at
Greater Houston Port Bureau
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior VP @ PlainsCapital Bank | Commercial Lending Expert
Location
Houston, Texas, United States
Who is Philip Ugalde? Overview
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Quick answer
Philip Ugalde is listed as Senior VP @ PlainsCapital Bank | Commercial Lending Expert at Greater Houston Port Bureau, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Philip Ugalde.
Philip Ugalde previously worked as Membership Committee Chair at Greater Houston Port Bureau and Membership Committee at Greater Houston Port Bureau. Philip Ugalde studied at The University Of Texas At Austin.
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Email format at Greater Houston Port Bureau
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Greater Houston Port Bureau
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Profile bio
About Philip Ugalde
With 30+ years of experience in the commercial banking and finance industry, I am a seasoned and passionate leader who drives growth and success for my clients and organization. As a Senior Vice President / Senior Commercial Loan Officer at PlainsCapital Bank, I leverage my expertise in acquisition finance, revolving lines of credit, and new business development to provide customized and innovative solutions for a diverse portfolio of commercial clients. Prior to joining PlainsCapital, I have spent my commercial finance years managing and growing relationships with middle-market customers across various industries and markets. I also served as an Advisory Board member at Lasco Enterprises, a leading hospitality company, where I collaborated with senior management and other advisors to help transform the company's strategy and vision into reality. My core competencies include commercial lending, credit analysis, risk management, strategic planning, and customer service. I am motivated by the mission of creating value and impact for my clients, organization, and community. I bring diverse perspectives and experiences to the team. I am always eager to learn new skills, explore new opportunities, and face new challenges in the dynamic and competitive field of commercial banking and finance.
Current workplace
Philip Ugalde's current company
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17 roles
Philip Ugalde work experience
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Membership Committee
Jan 2022 - Oct 2023
Senior Vice President / Senior Commercial Loan Officer
Current
Apr 2022 - Present
Senior Vice President/Relationship Manager, Commercial Banking
Apr 2015 - Apr 2022
Advisory Board
Collaborate with Lasco's senior management and the Advisory Board to help transform the Company's strategy and vision into reality as successfully as possible.
Mar 2011 - Jul 2016
Past President
Association For Corporate Growth - Houston Chapter
Jun 2013 - Jun 2016
President
Association For Corporate Growth - Houston Chapter
Jun 2012 - Jun 2013
Vice President, Middle Market
May 2014 - Apr 2015
Vice President
Provided financing for high-growth entrepreneurs through purchasing of accounts receivable (factoring) or lending on A/R, inventory and/or purchase orders.
Aug 2013 - May 2014
Senior Vice President, Commercial Banking
Worked to develop and managing relationships with private, owner-managed companies with annual sales of $20-150 million). My responsibilities included working with entrepreneurs to provide them with options for financing their business needs, offering effective cash management solutions, while promoting the Bank of Texas/BOKF brand.
Feb 2012 - May 2013
Svp, Team Leader - Commercial Banking
Managed, coached, and mentored a team of commercial bankers by assisting with internal and external business development, sales, and portfolio and risk management.
Jul 2010 - Jan 2012
Senior Vice President - Commercial Banking
My responsibilities included marketing to, developing, and managing relationships with middle market companies (annual sales of $10-500+ million). This consisted of promoting Capital One’s product suite of credit, cash management, and depository services, as well as working to increase the Bank’s share of wallet by soliciting other products (interest rate.
May 2009 - Jul 2010
Vice President / Commercial Banking Specialist
Focused on Middle Market companies (medium to large sized private and public companies). Provide senior debt financing for working capital, equipment purchases, owner-occupied real estate purchases/re-financings, acquisitions, recapitalizations, investment real estate, etc. Additionally offer cash management/treasury services, retirement services, interest.
Jun 2008 - Mar 2009
Vice President / Relationship Manager
Focused on medium to large sized private, public companies, by providing senior debt financing (for working capital, equipment purchases, commercial real estate, acquisitions, recapitalizations, etc.) Complimented debt via cash management/treasury services, retirement services, interest rate hedging, specialty equipment finance, wealth advisory, etc.
Nov 1999 - Jun 2008
Assistant Vice President
Commercial Banking focused on regional middle market companies
Mar 1998 - Nov 1999
Banking Officer
Responsible for calling on, developing, and managing relationships with Fortune 500/Fortune 1000 companies (largely via participations) to generate loan outstandings and fee income.
Apr 1996 - Mar 1998
Underwriter / Sr. Credit Analyst / Credit Analyst
Initially responsible for spreading financial statements, analyzing loan requests, and underwriting risk while creating the loan approval package for committee. Responsibilities grew to also include presenting loans to committee. As the Senior Analyst/Underwriter, was responsible for managing two analysts and the total credit underwriting process. Also.
Jun 1993 - Mar 1996
2 education records
Philip Ugalde education
Education record
The University Of Texas At Austin
Education record
Strake Jesuit College Preparatory
FAQ
Frequently asked questions about Philip Ugalde
Quick answers generated from the profile data available on this page.
What company does Philip Ugalde work for?
Philip Ugalde works for Greater Houston Port Bureau.
What is Philip Ugalde's role at Greater Houston Port Bureau?
Philip Ugalde is listed as Senior VP @ PlainsCapital Bank | Commercial Lending Expert at Greater Houston Port Bureau.
Where is Philip Ugalde based?
Philip Ugalde is based in Houston, Texas, United States while working with Greater Houston Port Bureau.
What companies has Philip Ugalde worked for?
Philip Ugalde has worked for Greater Houston Port Bureau, Plainscapital Bank, Regions Financial Corporation, Lasco Enterprises, and Association For Corporate Growth - Houston Chapter.
How can I contact Philip Ugalde?
You can use AeroLeads to view verified contact signals for Philip Ugalde at Greater Houston Port Bureau, including work email, phone, and LinkedIn data when available.
What schools did Philip Ugalde attend?
Philip Ugalde studied at The University Of Texas At Austin.
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