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Genevieve Merritt
Allied Affiliated Funding
5151 Beltline Rd
Ste. 500
Dallas, TX 75254
972-776-5300
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PRESIDENT.
Gen
Merritt is Vice President of Portfolio & Risk Management for
Allied Affiliated Funding, a Dallas-based national factoring
company founded in 1992. Gen graduated from the University of
Texas at Dallas with an Economics and Business degree and has
worked in factoring, asset-based lending, traditional banking,
and franchise factoring over the past 14 years. She also authors
a blog at
www.factorguru.com |
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Bill Nay
Bridge Bank
15950 N. Dallas Pkwy
Ste. 400
Dallas, TX 75248
214-575-8099
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VICE PRESIDENT/SPONSORSHIP.
Bill Nay leads
the business efforts in Texas and the Central Region for Bridge
Bank. Bridge Bank specializes in meeting the needs of
technology-related companies through a suite of products that
span from early-stage venture lending to Asset-Based and
Factoring to lines of credit and term loans. Mr. Nay has
over 15 years of commercial banking experience in the Central
Region. Prior to joining Bridge Bank, Mr. Nay served as
Regional Market Manager with Silicon Valley Bank and was a Vice
President with Bank of America.
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Jonathan Gwynn
Whitley Penn
5420 LBJ Freeway
Ste. 1440
Dallas, TX 75240
214-393-9300
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EVENT FINANCE DIRECTOR. Jonathan has been with Whitley
Penn since 2003 where he is an Audit Senior Manager. Prior
to that, he worked with Arthur Andersen LLP and with KBA Group,
LLP. His primary industries include oil and gas
exploration and production, oilfield services, manufacturing,
software and restaurant and entertainment. He belongs to
the American Institute of Certified Public Accountants, Texas
Society of Certified Public Accountants and the Council of
Petroleum Accountants Societies of Dallas. Jonathan
received a BS in Accounting in 1999 from the University of
Alabama and subsequently earned his MS in Accounting in 2000.
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Derek Dunn
Frost Capital Group
2727 N. Harwood
10th Floor
Dallas, TX 75201
214-515-4061
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MEMBERSHIP.
Derek is a Vice President for Business Development for Frost
Capital Group, a division of Frost Bank, which provides working
capital loans and factoring to companies seeking innovative
financing not generally available through traditional sources.
Prior to joining Frost Capital two years ago, Derek was a
financial planner in Denver and Dallas. In addition to The
Finance Forum, Derek is involved in the Young Risk Management
Association, Turnaround Management Association and the
Commercial Finance Association. Derek earned a bachelors
degree from Oklahoma State University. |
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Brandon Bauer
Bibby Financial Services (Southwest), Inc.
2505 N. Hwy 360
Ste. 800
Grand Prairie, TX 75050
972-880-7118
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SECRETARY/GOLF CHAIRMAN.
Brandon Bauer is the Vice President
of Sales with Bibby Financial Services (Southwest) starting
their Southwest office locally. His experience includes ten
years working in operations and sales within the factoring
arena, along with a few years with UPS. Brandon attended
Tusculum College in Tennessee. In addition to the Finance
Forum, he is also active in the Commercial Finance Association,
Turnaround Management Association, and other industry
associations.
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Francois Bouville
Wells Fargo Capital Finance
14800 Quorum Drive
Ste. 30
Dallas, TX 75254
972-386-9912 |
CO-CHAIRMAN
GOLF TOURNAMENT.
Francois is currently Senior Vice President with Wells Fargo
Business Credit. Prior to Wells Fargo, Francois worked for
Capital TempFunds and Textron Financial Corporation. He
began his career with Citibank in Liberia as an economic advisor
and then joined Robert Fleming Merchant Bank in Leeds, U.K. to
create a national sales force. Francois earned a
Bachelor's Degree from Middlesex University in London in
Business Studies. He is fluent in 3 languages and is a
twice decorated Gulf War Veteran.
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Jo Ann Rogers
Ridium Capital, LLC
8213 Westwind Lane
North Richland Hills, TX 76180
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E-COMMERCE / MARKETING.
Jo Ann Rogers is a free-lance
website developer. She has 10 years experience in website
and graphics development. In addition, she serves as
financial manager for Ridium Capital, a company owned and
operated by her husband, Kevin Rogers. Jo Ann earned a
Bachelor's degree from Texas A&M University. |
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Shawnya Dickson
Jensen Legal Group, PLLC
2591 Dallas Parkway
Ste. 300
Frisco, TX 75034
214-443-9193 |
EMERITUS
TREASURER. Shawnya
has been an associate at VCFO® since Feb 2006. VCFO
provides CFOs, Controllers, Staff Accountants and Human Resource
professionals on a fractional, interim, and project. Shawnya has over 16 years
of accounting and financial management experience in
manufacturing, oil & gas, investment and holding companies,
publishing, and banking financial services. Prior to joining vcfo, Shawnya served as TX Regional Controller for HMSHost, Mgr
of Financial Reporting and Tax for LaMadeleine’s, Controller for
DFW Suburban Newspapers and Staff Accountant for Arco Oil & Gas.
Shawnya received her BS in Accounting and Finance from Kansas State University. |
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Janette Bankston
Vertex Financial
8750 N. Central Expwy.
Ste. 900
Dallas, TX 75231
214-750-2354
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EMERITUS.
Janette has worked as a Business Development Officer with Vertex
Financial for the past 15 years. Her experience in sales and
marketing spans 29 years with more than half in the factoring
arena. Her breadth of knowledge covers all aspects of factoring
transactions including operations, marketing, and business
development. In addition to the board of The Finance Forum,
Janette's past memberships have included the
Garland and Richardson Chambers, IFA, CFA and the Women's Finance Exchange.
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