Lisa Murgia
Senior Vice President L Regional Sales Leader @Wells Fargo
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WORK HISTORY
Senior Vice President L Regional Sales Leader @Wells Fargo
I am in charge of business development and managing the sales process for Wells Fargo\'s Middle Market Banking Group covering the San Fernando Valley and West Los Angeles markets. I partner with companies with annual revenues between $75 million and $1 billion. Additionally, we work with real estate investors and Commercial RE Investment companies providing both recourse and non-recourse financing for a wide range of asset classes. I work to first develop an understanding of each company’s business operations, industry, market strategy, pain points, and growth objectives, and then look for ways that Wells Fargo can add value. In addition to providing treasury management, revolving lines of credit, and term loans, I am able to leverage the Bank\'s specialty groups to offer a wide array of tailored solutions including-Asset Based Lending -Global Banking Solutions (Letters of Credit, Supply Chain Finance, Ex-Im lines of credit, etc.)-Foreign Exchange -International Treasury Management -Real Estate Lending (on balance sheet, CMBS, multi-family capital, corporate net lease, Life Co/PE brokerage, etc.)-Interest Rate Risk Management and Swaps -Investment Banking -Debt and Equity Capital Markets -Loan Syndications -Channel Finance -Supply Chain Finance -Commercial Card and Merchant Card services -Equipment Finance -Asset Backed Finance and Securitizations -Asset Management and Institutional Brokerage -ESOP advisory and financing I also work closely with several specialty industry verticals within the bank including-Aerospace & Defense -Real Estate Capital Markets -Healthcare -Apparel, Consumer Products, & Staffing -Technology & Venture My job is to establish relationships with CEOs and CFOs of companies and leverage the appropriate capabilities within the bank to help them achieve their financial and strategic goals.
EDUCATION
USC Marshall School of Business
Bachelor of Science l Business Administration, (with emphasis in Strategic Management and Management Consulting)
SKILLS
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