Philip Ugalde Email & Phone Number
Senior Vice President @ Plains State Bank
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Philip Ugalde Location
- Conroe, TX, US
Philip Ugalde Work
- 2025 -now Senior Vice President @
- 2023 -now Membership Committee Chair @
- 2022 -2025 Senior Vice President and Senior Commercial Loan Officer @
- 2022 -2023 Membership Committee @
- 2015 -2022 Senior Vice President and Relationship Manager, Commercial Banking @
- 2011 -2016 Advisory Board @ Lasco Enterprises
- 2013 -2016 Past President @
- 2014 -2015 Vice President, Middle Market @ Mercantil Commercebank N.A.
- 2013 -2014 Vice President @
- 2012 -2013 President @
- 2012 -2013 Senior Vice President, Commercial Banking @
- 2010 -2012 SVP, Team Leader - Commercial Banking @
- 2009 -2010 Senior Vice President - Commercial Banking @
- 2008 -2009 Vice President and Commercial Banking Specialist @
- 1999 -2008 Vice President and Relationship Manager @
- 1998 -1999 Assistant Vice President @
- 1996 -1998 Banking Officer @
- 1993 -1996 Underwriter and Sr. Credit Analyst and Credit Analyst @
Philip Ugalde Education
- The University of Texas at Austin 1988-1993
- Strake Jesuit College Preparatory 1984-1988
Philip Ugalde Skills
- Business Relationship Management
- Communication
- Commercial Banking
- Middle Market
- C&I Lending
- Cash Flow Lending
- Equipment Loans
- Cash Management
- Banking
- Working Capital Management
- Treasury Management
- Financial Analysis
- Corporate Finance
- Private Equity
- Risk Management
- Financial Structuring
- Business Development
- New Business Development
- Strategic Planning
- Cross Selling
- Senior Debt
- Asset Based Finance
- Revolving Lines of Credit
- Recapitalizations
- Management Buyouts
- Business Acquisition Financing
- Strategic Relationships
- Driving New Business
- Building Customer Loyalty
- Increasing Brand Awareness
- Brand Perception
- Building Brand Awareness
- C-Level Relationships
- Pipeline Growth
- Identifying Client Needs
- Exceptional Communicator
- Highly personable
- Staff Management
- People Development
- Leadership
- Team Leadership
- Wealth Management
- Loans
- Commercial Lending
- Credit
- Executive Management
- Underwriting
- Finance
- Credit Analysis
- Strategy
- Management
- Asset Based Lending
- Project Management
- Factoring
- C Level Relationships
- Purchase Orders
- Accounts Receivable
- Customer Service
- Inventory
- Import
- Commercial
- Export
- Building Contracting
- Residential
- Turn Key
Philip Ugalde Summary
- Philip Ugalde, based in Conroe, TX, US, is currently a Senior Vice President at Plains State Bank. Philip Ugalde brings experience from previous roles at Greater Houston Port Bureau, PlainsCapital Bank and Regions Financial Corporation. Philip Ugalde holds a 1988 - 1993 The University of Texas at Austin. With a robust skill set that includes Business Relationship Management, Communication, Commercial Banking, Middle Market, C&I Lending and more. Philip Ugalde has 2 emails and 2 mobile phone numbers on RocketReach.
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