Exhibitor List

Booth 1

Wells Fargo

Christopher Urban
Vice President, Centralized Servicing Agent, SBA 504 Loan Program
9062 Old Annapolis Road
Columbia, MD 21045

Wells Fargo is the premier provider of corporate trust services to the capital markets, serving the needs of investors, bondholders, and lenders. We offer trustee, agency, fiduciary, escrow, and other financial services to private corporations and government entities globally. We can administer a wide array of assets and types of programs, including ABS, RMBS, CMBS, CDO securities and their underlying collateral, lease, fund services, Delaware statutory trusts, and various warehouse and conduit programs. Our offices are conveniently located across the U.S. and internationally.

Booth 2

BMI Associates

Boyd Mortensen
475 North 300 West
Suite 5
Keysville, UT 84037



BMI provides SBA specific solutions in each stage of the loan process. If you are the smallest CDC or biggest BMI can help.

Booth 3

CDC Ventures

Miriam Voigt
Ventures Training & Support Manager
2448 Historic Decatur Road
Suite 200
San Diego, CA 92106



CDC Ventures is a web-based software solution for packaging, closing and servicing SBA loans. CDC Ventures offers speed and flexibility by using straightforward role-based dashboards that automate your files and facilitate your CDC’s workflow. The user-friendly platform integrates with document tracking and imaging systems as well as streamlines your submittals of loan packages to the SBA through Etrans. Created for the largest CDC in the Nation, CDC Small Business Finance, CDC Ventures has evolved to become one of the most dynamic loan software products available to a Certified Development Company’s loan process, tracking and closing. Through dynamic training programs we will customize your software training so that the power of growth is expedited for your business. We consider ourselves to be software users first, and software vendors second, therefore we constantly seek to improve the user’s experience and efficiency.

Booth 4

Partner Engineering and Science, Inc.

Marshall Stanclift
National Client Manager
2154 Torrance Boulevard
Suite 200
Torrance, CA 90501



Partner Engineering and Science, Inc. (Partner) is a full-service environmental and engineering consulting firm completing projects nationwide. We specialize in evaluating properties in connection with real estate transactions, financing, development or management.

Booth 5
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Booth 6
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Booth 7
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Booth 8
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Booth 9
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