PAULA BAHAMON
Vice President; Community Development Manager
Mission Valley Bank

During her career, Paula Bahamon has focused on the support and growth of small to mid-sized businesses. She has extensive commercial banking experience, specializing in small business, business development and client relationship management. As a results oriented banker with broad-based management skills, she has earned a solid reputation as a skilled and knowledgeable trusted advisor.

Bahamon’s responsibilities also include providing community outreach in an advisory capacity to business owners for financial literacy. Prior to her current role, Bahamon was founding member of the Small Business Banking Program for Bank of America in 2010. In this capacity she increased the profitability of the small business customer base.

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DANNY COREAS
Business Banking Officer
Logix FCU

Danny Coreas serves as a business banking officer at Logix FCU. He understands the significance of a thriving and efficient business. As businesses’ local financial partner, Coreas is committed to being a trustworthy ally for business needs. He and his team are prepared to assist the business growth journey, offering tailored solutions to specific needs.

Coreas has also established a reputation for being a people person who genuinely enjoys building new relationships with business owners. He won a sales achievement award in 2023 for his outstanding customer service and outstanding sales achievements. He can assist with all business lending needs and has options for SBA lending needs.

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NEIL ELMOUCHI
Managing Director
SageView Advisory Group

Neil Elmouchi, who currently serves as managing director of SageView Advisory Group, founded and served as the primary financial advisor of Summit Financial Consultants from 1985 until 2022 when the firm was acquired by SageView Advisory Group.

He has been the trusted advisors of local individuals and families in the San Fernando Valley for decades, transforming personal relationships into professional ones. He embraces a relationship-based approach to financial planning and prioritizes a culture of putting people first for his clients and his team. Elmouchi believes that life is not a “dress rehearsal.” He asserts that, “you either get it right the first time or you don’t.”

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TAMARA GURNEY
President & CEO
Mission Valley Bank

With a career spanning over four decades, Tamara Gurney inspires and leads, leaving an indelible mark on the world of community banking and the organizations she serves. The number of accolades she has received and awards earned are numerous.

Gurney is the face and voice of community banking locally as well as throughout the state and nation. With the turbulence that has plagued the financial and banking industries, she has become a key player in rebuilding the local economy and community banking sectors. Her influence is not only felt at the local and state levels, but also on a national platform. She was an integral resource during the pandemic, communicating directly with the SBA and Treasury Department as guidelines were established for PPP loans and forgiveness.

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JULIE HAYES
Managing Director &
Senior Wealth Advisor
Truist Bank

Julie Hayes is a managing director and senior wealth advisor for Truist Wealth. She brings over 21 years of wealth management experience advising and working with a select group of high net worth families. Her practice focuses on business owners and multi-generational families.

Hayes builds trusting relationships with her clients. This starts by listening and working to understand their priorities, goals and family dynamics. Hayes then custom tailors a team of specialists, who systematically manage and implement the plan. The plan may include financial and estate planning, risk and investment management, and strategic credit. Outside her work on behalf of her Truist Wealth clients, Hayes is dedicated to giving back to the communities she serves.

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OLGA KAPITSKAYA
AVP-Financial Advisor
RBC Wealth Management

Olga Kapitskaya has been working in the financial industry since 1995 and joined RBC Wealth Management in April of 2022 following more than a decade of professional experience as a financial advisor at Merrill Lynch Bank of America. Her professional background includes wealth advisory, institutional equity research with the concentration in medical devices, private equity roles at other leading wealth management firms in New York City and Los Angeles.

As a financial advisor, Kapitskaya focuses on working with women who are entrepreneurs and executives in their chosen fields. Since her days as an equity research analyst and close involvement with companies that develop innovative solutions in the medical device field, she feels strong connection to the medical device industry.

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LEE KLEINMAN
Senior Vice President, BDO
Business Finance Capital CDC

Sherman Oaksbased Lee Kleinman serves as senior vice president of Business Finance Capital (BFC), an SBA 504 Certified Development Company that facilitates the second mortgage portion of the SBA 504 lending program to assist business owners in refinancing or acquiring their 51% or greater owner-occupied commercial real estate.

Kleinman is responsible for sourcing new lending opportunities and is involved in the entire process from A to Z to ensure his clients lending needs are met in a timely and efficient manner. He maintains a consultative and service orientated approach to his business, and has earned the long-term loyalty of his clients and industry professionals he partners with. His lifetime commercial fundings total more than $1 billion.

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LARISA KLETSEL
Business Banking Officer
Logix FCU

Larisa Kletsel is a business banking officer at Logix FCU. She understands the significance of a thriving and efficient business. As businesses’ local financial partner, Kletsel is committed to being a trustworthy ally for business needs. She and her team are prepared to assist the business growth journey, offering tailored solutions to specific needs.

Kletsel has developed a reputation for the exceptional service that she provides to the business members of the credit union. She takes the time to get to know each of them and genuinely understands their business needs. That extra effort has earned her multiple sales awards in 2023. Kletsel is a business lending expert who takes the time to listen to each client’s story in detail.

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