Steve Kattner Email & Phone Number

Napa, California, United States

Commercial Relationship Manager representing organization's Winery and Vineyard Lending practice in the Napa, Sonoma, and Central Coast regions

Graduated program expanding upon skills in Executive Leadership, Mentorship, and Motivating Teams. Provided leadership and personal development coaching to a wide variety of clientele.Curriculum based on motivational interviewing techniques and effective communication techniques including but not limited to open-ended questions, affirmations, reflective listening and summarizing, and assisting in developing achievable and measurable goals.

San Francisco Bay Area

Menlo Park

Equity Fund Services, a specialty lending practice, provides financing solutions to Private Equity firms across the North American footprint, including venture capital, fund-of-funds, energy, secondaries, middle market, buy-out, and others. Debt products include capital call lines and portfolio financing to private equity funds, working capital and term financing to management entities, and capital call requirements to general partner entities.

Founded the Wine Specialty Group in 2007 with the objective of building a market presence and delivering a competitive platform of financing options for wineries and vineyard operators throughout the California footprint. Umpqua has become an established player among the financial institutions with dedicated winery lending practices.

Senior Vice President and Senior Relationship Manager in Silicon Valley Bank’s Wine Division. Member of the executive leadership, developing strategic and marketing initiatives, and leading a team providing financial solutions to premium wineries and grape growers in the Napa Valley and Central Coast regions.

Co-founded LeapFire Technologies, an Internet software company based in Sunnyvale, California, developing and delivering contextual commerce solutions to content providers. Sold in 2004.

Structured liquidity solutions for early stage venture capital-backed companies through financial analysis, due diligence, and company needs assessment to provide interim financing between equity rounds, mergers & acquisitions, or initial public offering. Negotiated transaction terms – including warrant pricing, contracts, for interim financing for upcoming equity rounds with clients’ executive management, board members and legal counsel. Lead team of venture bankers responsible for a portfolio of 70 clients. Business development through network of referral contacts with venture capitalists, angel investors, commercial and investment banks, attorneys, and industry conferences.

Bachelor Of Business Administration - Bba, Marketing

Master Of Business Administration (M.B.A.)

Education record

Level 2 - Graduated "With Distinction", Napa Valley Wine Academy

Wset Level 3, Napa Valley Wine Academy

Education record

Education record