Philip Ugalde Email & Phone Number
Director of Business Development @ Whitley Penn
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Philip Ugalde Location
- Houston, TX, US
Philip Ugalde Work
- Director of Business Development @ (September 2026 - Present)
- Senior Vice President @ (November 2025 - February 2026)
- Membership Committee Chair @ (October 2023 - February 2026)
- Membership Committee @ (January 2022 - February 2026)
- Senior Vice President and Senior Commercial Loan Officer @ (April 2022 - November 2025)
- Senior Vice President and Relationship Manager, Commercial Banking @ (April 2015 - April 2022)
- Advisory Board @ Lasco Enterprises (March 2011 - July 2016)
- Past President @ (June 2013 - June 2016)
- President @ (June 2012 - June 2013)
- Vice President, Middle Market @ Mercantil Commercebank N.A. (May 2014 - April 2015)
- Vice President @ (August 2013 - May 2014)
- Senior Vice President, Commercial Banking @ (February 2012 - May 2013)
- SVP, Team Leader - Commercial Banking @ (July 2010 - January 2012)
- Senior Vice President - Commercial Banking @ (May 2009 - July 2010)
- Vice President and Commercial Banking Specialist @ (June 2008 - March 2009)
- Vice President and Relationship Manager @ (November 1999 - June 2008)
- Assistant Vice President @ (March 1998 - November 1999)
- Banking Officer @ (April 1996 - March 1998)
- Underwriter and Sr. Credit Analyst and Credit Analyst @ (June 1993 - March 1996)
Philip Ugalde Education
- The University of Texas at Austin
Bachelor of Arts
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 Houston, TX, US, is currently a Director of Business Development at Whitley Penn. Philip Ugalde brings experience from previous roles at Plains State Bank, Greater Houston Port Bureau and PlainsCapital Bank. Philip Ugalde holds a 1988 - 1993 Bachelor of Arts @ 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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Philip Ugalde
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