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Capital Access Team

The Oregon Small Business Development Center Network’s Capital Access Team (CAT) started in 2011 as a business advising “special team” dedicated to working with SBDC clients on getting projects funded. The CAT program has grown into four regional teams which have engaged over 700 small businesses. The resulting impact has been to assist hundreds of businesses projects with over $140M in capital.

The CAT advising team assists business owners statewide via confidential business advising.

There are four CAT regions across the state.

Meet the regional advisors…

OSBDCN CAT REGIONS

REGION ONE

Noah Brockman – Team Lead and Northwest Oregon (Region 1) CAT Advisor

noah-brockmanNoah Brockman leads OSBDCN’s Capital Access Team (CAT), the group that provides strategic business advising to SBDC clients statewide on access to capital, business planning and financial analysis. Noah has worked with the Portland Community College SBDC since 2008.

Over the years he has worked with hundreds of small business owners on business planning and capitalization – helping to secure over $30 million dollars in capital. His professional background includes management consulting, strategic planning, financial analysis, program management, market research and international affairs.

Noah has an MBA from the University of Portland with a focus on Entrepreneurship. He holds certifications in Project Management, Profit Mastery, and is a Certified Global Business Professional (CGBP). Noah is also the principal consultant at Pointman Consulting, LLC, of Portland.

Send Noah a Note or Submit a New Region 1 Client Inquiry

Mike Kelsay – Northwest Oregon (Region 1) CAT Advisor

Mike Kelsay is a Strategic Advisor with the Oregon SBDC Network’s Capital Access Team. He specializes in helping small businesses owners with business planning, finance strategy development, business efficiency improvement and accessing debt and equity funding.

Mike comes from a very entrepreneurial background based in multiple family businesses. His diverse career ranges from Director Level responsibility to Senior Credit Management positions for companies such as Mercedes-Benz Credit Corporation and Doc Martens AirWair USA.

Mike holds an MBA from Marylhurst University as well as a BS from Oregon State University.

Send Mike a Note or Submit a New Region 1 Client Inquiry

Terry Long – Northwest Oregon (Region 1) CAT Advisor

Terry D. Long has been with the SBDC for over three years and leads as the cohort for our Small Business Builders educational series. He also is an instructor in the areas for Understanding Your Financial Statements, Inventory Management I & II, and Building a Budget (capital, operational and sales) to assist the small business owners in strategic planning. He is also a member of the Capital Access Team (CAT). Terry has an MBA from Fairfield University and a Bachelor of Science in Accounting from Linfield College. He is also a graduate of the America’s Community Bankers National School of Banking.

Send Terry a Note or Submit a New Region 1 Client Inquiry

Bruce Melzer – Northwest Oregon (Region 1) CAT Advisor

Bruce Melzer is a Strategic Advisor with Oregon SBDC Network’s Capital Access Team. He specializes in helping small businesses owners with business planning, finance strategy development and accessing debt and equity funding.

His diverse career ranges from work with energy efficiency start-ups and established firms, to radio, newspaper and Web business journalism to managing business development at NPR’s digital media unit.

Bruce holds an MBA and an MS in Journalism, both from Columbia University, as well as a BS from UC Davis. He was also a Knight-Bagehot Fellow in Business and Economic Journalism at Columbia.

Send Bruce a Note or Submit a New Region 1 Client Inquiry

Oscar Novelo – Northwest Oregon (Region 1) CAT Advisor

Oscar enjoys working with small business owners. His experience with small business lending began when he was a senior credit officer with a credit enhancement agency, approving loan guarantees. He then became a commercial portfolio manager for a well-respected community bank where he focused on commercial real estate. Most recently, he was a small business lender and team leader for a community bank with a lending footprint in Los Angeles and San Francisco. Prior to banking, Oscar enjoyed a career in community and economic development.

Oscar earned a bachelor’s degree in Public Administration and a master’s degree in Planning and Development Studies, both from the University of Southern California. He also earned a certificate from the National Development Council as an Economic Development Finance Professional.

Send Oscar a Note or Submit a New Region 1 Client Inquiry

REGION TWO

Eric Lind – Willamette Valley (Region 2) CAT Advisor

Eric is an advisor with Oregon’s SBDC network’s Capital Access Team. He specializes in helping small business owners with business planning, developing financial strategies, and accessing debt and equity funding.

Eric has 40 years of experience in the financial services industry including 20 years as a commercial real estate and business loan officer. He specialized in business acquisition financing, business lending, and investor commercial real estate lending.

He has been active in his communities including past president of Eugene Delta Rotary Club and United Way of Southwestern Oregon. He served three years on the Oregon State Board of Accountancy along with serving seven years on the Loan Committee for Evergreen Business Capital, Seattle, WA. He has a degree in Economics from the University of Oregon.

Send Eric a Note or Submit a New Region 2 Client Inquiry

REGION THREE

Greg Smith – Eastern Oregon (Region 3) CAT Advisor

In addition to his work with the Capital Access Team, Greg is the Director of the Small Business Development Center at Eastern Oregon University. He has 23 years of wide-ranging experience in small business consultation, business recruitment and gap-financing. Greg’s current work focuses primarily on small business assistance, business recruitment, project development, and commercial financing.

Greg is a national leader in gap-finance lending according to national statistics gathered by OSBDCN. On average, he annually participates in the commercial gap-financing and loan packaging of more than $15 million. This is a direct result of the solid relationships that Greg has developed with Eastern Oregon’s leading financiers.

Greg graduated from Eastern Oregon University with a BS degree in Liberal Studies and a master’s in Business Administration. He was named Eastern Oregon University’s 2001 Distinguished Alumnus.

Send Greg a Note or Submit a New Region 3 Client Inquiry

REGION FOUR

Dorian Corliss – Southern Oregon (Region 4) CAT Advisor

Dorian has worked with the SBDC since 2010 as an SBM and NLP Advisor offering his expertise in financial matters. He has been a CEO of three different banking institutions in the Pacific Northwest, and was instrumental in the formation of two of those banks.

Dorian was born and raised in Medford, Oregon and attended St. Mary’s School where he participated in sports and excelled in academics. He then attended Brown University in Providence RI, receiving a B.A. Degree in Economics. He later attended Rutgers University at the Stonier Graduate School of Banking and graduated with honors, having his thesis published. Dorian has also operated his own small business that developed a water toy, and with two other partners to create Water Sports Inc. to manufacture and market the “Dip Stik”, a very popular water and rafting toy. He is a sport enthusiast having rafted many of the rivers in the western US and loves to ride his Harley “Ultra” any time he gets the opportunity.

Send Dorian a Note or Submit a New Region 4 Client Inquiry

Deelia Warner – Southern Oregon (Region 4) CAT Advisor

Deelia has been a member of the SBDC’s Advisory Council since 2006. For the past 25 years, Deelia has been involved in banking in Southern Oregon. Her last position was as the Vice President and Relationship Manager at US Bank – Business Banking in Grants Pass, Oregon. During her banking career, she has specialized in business financing, customer relations, and other aspects of commercial banking, working throughout Josephine, Jackson, Curry and Del Norte counties. Deelia is a strong believer in giving back to her community, and has volunteered for many years with several local agencies, including United Way of Jackson County, Siskiyou Community Health Center, Boys & Girls Club of the Rogue Valley, among others. She is a Past President of the Illinois Valley Rotary Club and as a past participant in the Ford Family Foundation Leadership Program, helped build a new 9-hole Disc Golf Course in the Illinois Valley. Deelia also currently serves on the Rogue Community College Foundation Board.

Deelia and her family live in the beautiful Illinois Valley, where her family settled in the early 1900’s. She likes to keep busy; going on road trips and enjoying the rivers, vineyards and mountains surrounding us.

Send Deelia a Note or Submit a New Region 4 Client Inquiry

REGION FIVE

Lisa Kyle – Central Oregon & Klamath Falls (Region 5) CAT Advisor

Lisa Kyle is a Regional Advisor with the Oregon SBDC Network’s Capital Access Team. She specializes in helping small businesses owners access debt financing and assembling loan presentation packages.

Lisa spent more than 30 years as a small business lender working for several different bank and non-bank financial institutions. She worked with prospective borrowers to assemble documentation required for loan applications for SBA and other non-conventional loan programs. She also advised clients on how best to strengthen their loan applications for optimal presentation to lenders. Her experience as a loan underwriter and commercial lender make her well qualified to assist businesses in locating and working with the best lending partner to suit their needs.

Lisa grew up Japan where her father operated his own international trading business. She has a BS from Lewis & Clark College and an MBA from Baylor University.

Send Lisa a Note or Submit a New Region 5 Client Inquiry

REGION SIX

Arlene Soto – North Coast Oregon (Region 6) CAT Advisor

Arlene Soto has been a Small Business Development Center Director and Advisor since 1994 in both Wyoming and Oregon. She has worked closely with over 5,000 businesses on a wide range of business issues including access to capital, business planning, management and accounting. Prior to her SBDC work she owned a small business in Milwaukie, Oregon that provided accounting and business planning consulting services.

Arlene is a Certified Management Accountant (CMA) and earned a Master’s degree in Management from Marylhurst University and Bachelor’s degree in Accounting from Portland State University. Her personal mission is to “strengthen and support an entrepreneurial culture”.

Send Arlene a Note or Submit a New Region 6 Client Inquiry

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