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Our panel will cover lending, banking, auditing, and using financial advisors. Take this chance to learn how to manage money for your startup. Raising capital is only part of the equation.
Steven Gussen – SBA Lending officer at PNC
· Carlos Yepez – Business Relationship Manager at PNC
· Heather Nielson - CPA
· Sri Pratapa – Financial Advisor at PNC
Vice President / SBA Business Development Officer
Business Relationship Manager
By the Books Bookkeeping an Tax
Steven J. Gussen is a Vice President/SBA Business Development Officer for Central and South Jersey for almost 6 years.
Steve brings with him over 25 years of banking experience, SBA expertise as well as a proactive approach to the sales process. After starting his career with formal credit training at SunTrust Bank, moved to NYC to help establish loan auditing procedures for an International Bank, then residential and commercial lending for Fairmont Funding. He was responsible for retail origination, organizing and running the wholesale divisions and then onto secondary market sales. Most recently worked as Senior Underwriter for TCRM Commercial Corp, handling private lending.
Steve’s role at PNC is to partner with Business Bankers, Brach Managers, other PNC Partners, customers, prospects and COI’s to help understand the business model and cash flow needs.
Steve’s wealth of knowledge with the challenges facing new and expanding business are a tremendous asset with guiding new owners through the credit process.
Steve has a passion for travel and cooking and has taken cooking classes in 12 countries.
Steve is always available to assist and review your business plans and may be reached at 917-405-7268 or email@example.com
Carlos Yepez is a Business Relationship Manager with PNC Bank who helps business owners to establish the right business banking relationship in order to facilitate money management and lending solutions. Carlos has over 19 years of banking experience working with both consumer and business owners alike. He understands the importance of cash flow and issues business owners face when dealing with money management and lending needs.
Carlos is also the current president of PNC Bank’s New Jersey Latino Employee Resource Group and sits on PNC Banks Diversity and Inclusion Council. He also chairs on PNC Bank’s Business Advisory Council as well as the Blue Ribbon Council which enable him to initiate positive changes in the business banking platform and services that PNC Bank provides as a whole. These roles have allowed Carlos to be involved in the communities PNC Bank serves to provide financial literacy programs, mentoring partnerships and volunteerism. Through PNC Banks EBRG initiatives he has contributed to the career growth and promotion opportunities of PNC Employees.
Carlos has a strong passion for helping and educating consumers and business owners, which is why he is successful in banking. Carlos started his career at Citibank in New York followed by North Fork Bank and JP Morgan Chase. Carlos has been with PNC Bank for over 8 years providing service to New Jersey residents and business owners. Carlos is heavily involved in networking initiatives which have allowed him to connect and network his internal clients allowing for collaboration and growth of his clients businesses.
Carlos is available for further discussions and an overview of your business. He may be reached at 212-920-4700 or Carlos.Yepez@pnc.com
Business advisory services for small businesses with annual revenues of $1M to $10M. Advisory services are targeted toward growth and profitability utilizing a wholistic approach for assisting owners in achieving their financial goals.
I am an experienced business owner with a demonstrated history of working in the accounting industry. Strong business development professional with a passion for serving my clients in the best possible way.
My approach to financial planning starts with my clients. I take the time to understand you, your family, your goals and your needs, all so I can better connect you with the appropriate resources at the appropriate times. The result is a series of personalized, comprehensive recommendations that are tailored to you.
I joined PNC Investments in January 2005. I have over 16 years of experience in the financial services industry.
I earned a Bachelors Degree in Economics from Rutgers University, New Jersey.
I live in East Windsor, NJ with my wife, Priyanka and 4 year old son, Akshar.
Taking the time to plan carefully now can make all the difference down the road. Whatever it is you want to accomplish with your money, I'm here to help
Board++/Startup Grind PrincetonSee Bio
I've been doing startups since long before they were cool. My passions include startups, data science, and coffee.
My latest venture, Board++ breaks glass ceilings, diversifies startup boards, and develops our next generation of leaders by placing corporate executives from underrepresented groups on startup boards. I founded the Startup Grind Princeton chapter in 2014 and live in downtown Princeton.
Startup Grind Princeton
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