Philip Ugalde

Senior Vice President and Relationship Manager, Commercial Banking

With work experience over 31 years, this person is currently working at Lasco Enterprises based in 1314 as a Advisory Board. Philip received his education from 1988 to 1993 at the University of Texas at Austin. Philip can be found in Houston, Texas. To contact Philip, you can search for their phone number or e-mail address or receive exhaustive info by requesting access to this person's further details on this website.
Name variants:
Phillip Ugalde, Phil Ugalde, Pip Ugalde
Last updated Jun 13, 2024

Contact Information

Last Update
Jul 9, 2022
Email
ph**@regions.com, ph**@yahoo.com
Location
Houston, TX

Workplace

Advisory Board

Industry

Restaurants

Work History

Advisory Board

7026 Old Katy Rd, Houston, TX 77024
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

Jun 2013 — Jun 2016

Senior Vice President and Relationship Manager, Commercial Banking

1900 5Th Ave north, Birmingham, AL 35228
Regions Financial Corporation, with $125 billion in assets, is a member of the S&P 500 Index and is one of the nation's largest full-service providers of consumer and commercial banking, we...
from Apr 1, 2015

Vice President, Middle Market

220 Alhambra Cir, Coral Gables, FL 33134
May 2014 — Apr 2015

Vice President

4601 Spicewood Springs Rd, Austin, TX 78759
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

President

Jun 2012 — Jun 2013

Senior Vice President, Commercial Banking

7600 west Northwest Hwy, Dallas, TX 75225
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 t...
Feb 2012 — May 2013

Svp, Team Leader - Commercial Banking

15 south 20Th St, Birmingham, AL 35233
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

1680 Capital One Dr, Mclean, VA 22102
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 p...
May 1, 2009 — Jul 1, 2010

Vice President and Commercial Banking Specialist

New York, NY
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 pu...
Jun 1, 2008 — Mar 1, 2009

Vice President and Relationship Manager

420 Montgomery St, San Francisco, CA 94129
Focused on medium to large sized private, public companies, by providing senior debt financing (for working capital, equipment purchases, commercial real estate, acquisitions, recapitalizati...
Nov 1, 1999 — Jun 1, 2008

Assistant Vice President

1717 Main St, Dallas, TX 75201
Commercial Banking focused on regional middle market companies
Mar 1, 1998 — Nov 1, 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 1, 1996 — Mar 1, 1998

Underwriter and Senior Credit Analyst and Credit Analyst

9600 Bellaire Blvd SUITE 252, Houston, TX 77036
Initially responsible for spreading financial statements, analyzing loan requests, and underwriting risk while creating the loan approval package for committee. Responsibilities grew to also...
Jun 1, 1993 — Mar 1, 1996

Occupations

Executive
Senior Vice President
Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Chairperson
Vice President
Chief Executive
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper

Skills

Commercial Banking
Finance
Banking
Loans
Credit
Risk Management
Cash Management
Financial Analysis
Business Development
Commercial Lending
Leadership
Middle Market
Executive Management
Underwriting
Strategic Planning
Strategy
Treasury Management
Corporate Finance
Credit Analysis
Management
Working Capital Management
New Business Development
Wealth Management
Private Equity
C&I Lending
Team Leadership
Cash Flow Lending
Financial Structuring
Revolving Lines of Credit
Recapitalizations
Cross Selling
Senior Debt
Asset Based Finance
Management Buyouts
Business Acquisition Financing
C Level Relationships
Identifying Client Needs
Exceptional Communicator
Highly Personable
Equipment Loans
Strategic Relationships
Driving New Business
Building Customer Loyalty
Increasing Brand Awareness
Brand Perception
Building Brand Awareness
Pipeline Growth
Staff Management
People Development
Asset Based Lending

FAQs about Philip Ugalde

What's the main profession of Philip Ugalde?

Philip Ugalde is a Senior Vice President and Relationship Manager, Commercial Banking.

What jobs is Philip Ugalde a professional at?

The expert is a professional such jobs as Executive and Senior Vice President.

Where does Philip Ugalde currently live?

They lives in Houston, Texas.

Does the professional have the email address?

ph**@regions.com and ph**@yahoo.com is Philip Ugalde's email address.

How many companies did Philip Ugalde work at?

The professional worked at 14 jobs.

What education does Philip Ugalde have?

Philip studied at the University of Texas at Austin from 1988 to 1993.

Are there any professional industries, that Philip Ugalde works in?

Philip works in Financial Services industry.

What are the skills of Philip Ugalde?

This professional has such skills as Commercial Banking, Finance, Banking, Loans, Credit, Risk Management, Cash Management, Financial Analysis, Business Development, Commercial Lending, and Leadership.
Login