Expert Small Business Financing Consultants

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

Enthusiastic and committed Business Development Manager with seven years experience in financial services. Working for Lloyds Banking Group I support local businesses in Lancashire by providing lending facilities and solutions that enable them to grow their business.

Hi! Nice to e-meet you. My name is Nicole Serres (formerly Nicole Smartt). Here are some quick facts about me. * Best-selling author of career book, From Receptionist to Boss. Available on Amazon and Target. * Went from Receptionist to Boss and became an owner of Star Staffing by age 25. * Lead Star Staffing from 3 to 7 locations and increased over 800%+ in revenue * Youngest to be awarded Forty under 40 award and Women in Business by North Bay Business Journal * Top 100 Notable Leaders of 2021 by Sacramento Magazine * Featured in such publications as Forbes, The Washington Post, AOL Jobs, Fox Business, and American Express Business Forum, among others * Focused on leadership, marketing, operational excellence, innovation, and results to generate extensive growth.

Coastal Kapital LLC is a financial services leader in commercial equipment financing and working capital. We maintain thousands of relationships with business owners, vendors, and manufacturers across the US who value partnerships as well as integrity. Our products at Coastal Kapital LLC include commercial equipment financing, working capital, merchant services, and business consulting. Coastal Kapital LLC was founded in 2007 under the original name Farhat Leasing LLC. Coastal Kapital LLC has also opened many doors for other successful account executives looking to further their careers. We are always looking for motivated individuals to help grow our business and expand their careers. Coastal Kapital LLC has relationships with over 20 funding sources to provide consultative relationships with long term solutions for each of our clients/partners.

Originally from London, England, now US-based, I began my entrepreneurial journey in 2005, expanding my initial company to a team of fifty and providing services to clients nationwide. Currently, I serve as an Accredited Small Business Consultant assisting small businesses and facilitating mergers & acquisitions in collaboration with the Decain Group. As an entrepreneur, I believe in both learning and sharing experiences; I author a daily small business blog offering insights to aid fellow entrepreneurs and small business owners. I am also committed to giving back to the community. I actively participate in various non-profit organizations and also serve as the Co-Chair of the IFDF Public Relations Committee.

Hi, I’m Wassia [Pronounced Wa-see-Ya] I help finance and accounting professionals become the kind of leaders people enjoy working with, not just the ones who know the numbers. I’ve spent over 15 years leading finance teams across different industries, from manufacturing to tech to nonprofits. I’ve led teams through tough situations like layoffs, big growth, system implementations, and everything in between. Now I teach what I wish someone had taught me earlier: - How to see the bigger picture, - How to build influence and credibility, - And how to evolve from a technical expert to strategic business partner. Here’s how I do that: - I speak at conferences and company events - I teach with partners like Wharton Online, The AICPA and The AFP. - I share real-world stories in my podcast and newsletter, The Diary of a CFO. - I have created a leadership program to help mid-career FP&A and accounting professionals reach the executive level (i.e. VP, CAO, CFO). If you’re trying to grow as a leader, or help your team do the same, I’d love to connect. WassiaKamon.com Info@WassiaKamon.com

At VelocitySBA, our team excels in nurturing high-value relationships and optimizing sales strategies for SBA loans. My focus is on guiding Business Development Officers across the northern United States and in the National franchise sector.Our achievements stem from a robust foundation in business relationship management and analytical acumen, further enhanced by my dedication to integrating technology into the SBA lending process. This commitment enables us to deliver tailored financial solutions that support the aspirations of small businesses, reinforcing VelocitySBA’s reputation for service excellence and client value.

Personal Finances, Budgeting, Investing, Crypto, Digital Marketing, SEO, Team Leading, Recruiting, Affiliate Marketing. Biggest strengths are in personal finances, leadership, SEO, link building, recruiting and general communication.

Karlie Robinson has been bootstrapping online businesses since the late 1990’s and has been advising small business owners since 2007. She brings her knowledge of lean startups, software technology, and online presence management to the clients she works with. Karlie has a Bachelor of Arts in Economics from the University of Michigan and is currently working on her MBA.

As the President of Titan Funding, Edward Piazza leads a team of dedicated professionals who provide customized and flexible financing solutions for commercial real estate investors and developers. With over nine years of experience in private lending, Edward has a proven track record of delivering fast, reliable, and competitive bridge loans for a variety of projects, ranging from multifamily to mixed-use to hospitality.Edward's passion for better servicing investors and borrowers stems from his background in banking and finance, which he honed at SUNY Potsdam and the University of Miami. He has worked with borrowers of every type, from home buyers to partnership groups, and understands their diverse needs and challenges. He strives to offer superior customer service, transparency, and efficiency while maintaining high standards of quality and integrity. Edward's mission is to help his clients achieve their real estate goals and build long-term relationships based on trust and mutual respect.

As Founder and CEO of The CEO Creative, I lead our mission to empower small businesses through accessible NET30 credit and practical office essentials. Many entrepreneurs struggle to access credit early on — especially without strong personal credit or years in business. That’s where we step in. We offer simple, low-cost membership plans that unlock real trade credit, with no personal guarantee required. Our accounts report to Equifax Commercial, Creditsafe, and FairFigure, helping new businesses build their credit profile from day one. But we’re more than just credit lines — we’re a startup’s best friend. From packaging and branding materials to electronics and office supplies, we offer essentials that help businesses look professional and operate efficiently. Every purchase counts toward building your financial credibility. I oversee product strategy, operations, and customer experience, ensuring our platform is fast, fair, and built around what real businesses need. I also stay engaged with our community daily — answering questions, responding to feedback, and constantly evolving the brand. We believe that building business credit shouldn’t be complicated or gatekept. That’s why we simplify it, support it with real products, and keep the doors open to businesses of all sizes and stages. If you’re launching a business, rebuilding, or just want to grow with a little more leverage — we built The CEO Creative for you

Expertise in Consumer Finance, Marketing, Real Estate, and E-commerce. Outstanding communication and interpersonal skills, which develops productive working relationships with individuals at all levels. Dedicated and motivated manager, who easily manages individuals and teams to produce optimum results. Strategic and analytical with experience developing and executing marketing plans, and managing digital and social media production. Creative writer with expertise in developing copy material, press materials, scripts, and content. Strong financial skills in managing P& L. Specialties: real estate, contract negotiation, banking and finance,marketing, merchandising, e-commerce,mortgage sales, recruiting, copy-writing,

Andrew is the Co-Founder of BusinessLoans.com, the leading SMB lending marketplace where he oversees growth initiatives and business development. The company was created in 2020 during one of the most challenging times for small businesses with the mission of providing business owners the easiest and most straightforward path to obtain financing. Prior to co-founding BusinessLoans.com, Andrew held a leadership position at OnDeck, a top online SMB lender, as the Head of Strategic Partnerships. Outside the office, Andrew continues his journey to support small businesses by participating in various local community events that benefit his hometown in New Jersey.

I am currently the Managing Director of Brilliant British Ltd, which owns and operates several websites in the UK payment, energy and small business sectors. Previously I was the Senior SEO manager for the EMEA region at Hotels.com and the Head of B2B SEO at MVF (Winner of the Sunday Times Tech Track 2013). I have over 13 years experience in SEO and online marketing and have worked for large corporations, startups and independently over that time. In my spare time I continue to operate a few test websites to see what's working in the world of SEO and also run my blog RandomlyLondon.com which has been featured in the Londonist, TimeOut and The Guardian.

Our team at Devyne Business Consulting thrives on developing innovative marketing strategies that empower startups to achieve their aspirations. With a focus on operations growth and strategic planning, we've crafted campaigns that resonate with diverse audiences and drive engagement. My role as a Marketing Consultant leverages my Google Ads Certification and communication skills to elevate our clients' digital presence. As a Bachelor's candidate in Music Production at Full Sail University, I blend creative insights with analytical rigor. This unique combination enables me to approach business development holistically, ensuring that strategies are not only data-driven but also harmonize with each client's vision, fostering sustainable growth and profitability.

Experienced Commercial Finance Professional with a strong track record in the financial services industry. Keen to discuss any ways I can help you with any Commercial Mortgages, Bridging Loans, Development Finance, Invoice Finance, Asset Finance or Mid-Large portfolio purchase/refinances.

Aligning your business mission and vision with your ideal customer's mission and vision leads to success for your business. Put my 30 years as a customer-focused, constraints management consultant and 16 years as a mentor and advisor for clean technology startups to work for you,

A highly motivated and detail-oriented professional with a strong foundation in marketing and management, holding a double major in both disciplines. Experienced in human resources across non-profit and for-profit sectors, as well as in marketing, bringing a versatile skill set to any organization. Known for exceptional organizational skills, a keen eye for detail, and a dedication to continuous growth and learning. Passionate about driving efficiency, fostering positive workplace culture, and contributing to strategic business success through hard work and adaptability.

Specialties: Marketing & Business Growth Strategies

Experienced Sales Manager with a demonstrated history of working in the financial services industry and the leisure industry.Working for one of the most exciting young businesses in the world. Skilled in Sales, Sales Performance Management, People Management, Communication and Business Development.Strong proven sales professional with a BA Hons focused in Business & Football Industries Management from The University of Hull.