Philip Ugalde

Philip Ugalde Email and Phone Number

Senior VP @ PlainsCapital Bank | Commercial Lending Expert @ Greater Houston Port Bureau
Philip Ugalde's Location
Houston, Texas, United States, United States
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.

Philip Ugalde's Current Company Details
Greater Houston Port Bureau

Greater Houston Port Bureau

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Senior VP @ PlainsCapital Bank | Commercial Lending Expert
Philip Ugalde Work Experience Details
  • Greater Houston Port Bureau
    Membership Committee Chair
    Greater Houston Port Bureau Oct 2023 - Present
    Deer Park, Texas, Us
  • Greater Houston Port Bureau
    Membership Committee
    Greater Houston Port Bureau Jan 2022 - Oct 2023
    Deer Park, Texas, Us
  • Plainscapital Bank
    Senior Vice President / Senior Commercial Loan Officer
    Plainscapital Bank Apr 2022 - Present
    Dallas, Texas, Us
  • Regions Financial Corporation
    Senior Vice President/Relationship Manager, Commercial Banking
    Regions Financial Corporation Apr 2015 - Apr 2022
    Birmingham, Alabama, Us
  • Lasco Enterprises
    Advisory Board
    Lasco Enterprises Mar 2011 - Jul 2016
    Houston, Us
    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.
  • Association For Corporate Growth - Houston Chapter
    Past President
    Association For Corporate Growth - Houston Chapter Jun 2013 - Jun 2016
  • Association For Corporate Growth - Houston Chapter
    President
    Association For Corporate Growth - Houston Chapter Jun 2012 - Jun 2013
  • Mercantil Commercebank N.A.
    Vice President, Middle Market
    Mercantil Commercebank N.A. May 2014 - Apr 2015
    Coral Gables, Florida, Us
  • Far West Capital
    Vice President
    Far West Capital Aug 2013 - May 2014
    Austin, Texas, Us
    Provided financing for high-growth entrepreneurs through purchasing of accounts receivable (factoring) or lending on A/R, inventory and/or purchase orders.
  • Bank Of Texas
    Senior Vice President, Commercial Banking
    Bank Of Texas Feb 2012 - May 2013
    Dallas, Tx, Us
    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.
  • Bbva Compass
    Svp, Team Leader - Commercial Banking
    Bbva Compass Jul 2010 - Jan 2012
    Birmingham, Al, Us
    Managed, coached, and mentored a team of commercial bankers by assisting with internal and external business development, sales, and portfolio and risk management.
  • Capital One
    Senior Vice President - Commercial Banking
    Capital One May 2009 - Jul 2010
    Mclean, Va, Us
    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 swaps/hedging, foreign exchange and international services, retirement services, private banking & wealth management, employee banking, etc).
  • Merrill Lynch
    Vice President / Commercial Banking Specialist
    Merrill Lynch Jun 2008 - Mar 2009
    New York, Ny, Us
    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 rate hedging, specialty equipment finance, wealth advisory, etc.
  • Wachovia Bank
    Vice President / Relationship Manager
    Wachovia Bank Nov 1999 - Jun 2008
    San Francisco, California, Us
    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.
  • Comerica Bank
    Assistant Vice President
    Comerica Bank Mar 1998 - Nov 1999
    Dallas, Tx, Us
    Commercial Banking focused on regional middle market companies
  • Bnp Paribas
    Banking Officer
    Bnp Paribas Apr 1996 - Mar 1998
    Paris, Fr
    Responsible for calling on, developing, and managing relationships with Fortune 500/Fortune 1000 companies (largely via participations) to generate loan outstandings and fee income.
  • Metrobank
    Underwriter / Sr. Credit Analyst / Credit Analyst
    Metrobank Jun 1993 - Mar 1996
    Houston, Tx, Us
    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 responsible for walk-in SBA and small business loan requests and the related client contact during the loan underwriting/approval process.

Philip Ugalde Education Details

  • The University Of Texas At Austin
    The University Of Texas At Austin
  • Strake Jesuit College Preparatory
    Strake Jesuit College Preparatory

Frequently Asked Questions about Philip Ugalde

What company does Philip Ugalde work for?

Philip Ugalde works for Greater Houston Port Bureau

What is Philip Ugalde's role at the current company?

Philip Ugalde's current role is Senior VP @ PlainsCapital Bank | Commercial Lending Expert.

What schools did Philip Ugalde attend?

Philip Ugalde attended The University Of Texas At Austin, Strake Jesuit College Preparatory.

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