RMA Portland Metro Chapter

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Phil Bridge

Academic Chair

SVP, Senior Credit Officer
Heritage Bank

Phil Bridge
Phil Bridge has worked in all aspects of commercial banking from credit analysis, portfolio management, relationship management, leading a commercial lending team and most recently as Senior Credit Officer working with commercial teams in Portland and Puget Sound. Phil is passionate about education and mentorship in banking, driving his enthusiasm for the RMA. Phil holds a BA and MBA from the University of Portland and is part of the Pacific Coast Banking School class of 2018. You can connect with Phil at:
Phil.Bridge@heritagebanknw.com.


Casandra Clements Kerr

Enterprise Risk Roundtable

VP, Quantitative Risk Manager
Specializing in Credit Risk Model Assessment and Compliance
US Bank

Cassandra-Clements-Kerr
Cassandra Clements Kerr has been an active member of the RMA Portland Metro Chapter since 2010. Serving as Vice President, Quantitative Risk Analyst at US Bank, Cassandra provides independent oversight of the modeling process and her client’s conceptual soundness and compliance. Cassandra received her undergraduate degree in History at Truman State University and a Masters in Economics at Portland State University. You may reach Cassandra at:
casandra.kerr@usbank.com.


Chris Folkerts

Education Committee

VP, Credit Administrator
Umpqua Bank

Chris-Folkerts
Chris Folkerts is a Credit Administrator with Umpqua Bank. With over fifteen years of credit/banking experience, borrowers trust Chris to manage all credit-related activities in the private bank including consumer, mortgage, and commercial lending requests. Chris has a Bachelors degree from Arizona State University and a Masters degree in Business Administration from Washington State University with a focus in Stakeholder Management. You can connect with Chris at:
ChrisFolkerts@UmpquaBank.com.


Jan Heald Robinson

Membership Committee

Director
Revitalization Partners

businessfinancelogo
Jan Heald Robinson has been a longtime member of RMA, bringing financial strategies and structures with broad experience working with banks, boards, and investors as a seasoned financial executive at Revitalization Partners. Clients choose Jan for her expert counsel in debt and equity financing, mergers and acquisitions, finance and sales operations, performance management and international expansion. Jan believes in community service and is a member of the Turnaround Management Association, Financial Executives International, and the Oregon Entrepreneurs Network. She earned her undergraduate degrees in Economics and Middle East Studies from Portland State University and holds a CPA accreditation in Oregon. Get in touch with Jan at:
jrobinson@revitalizationpartners.com.


Chris Kane

Programs Chair

SVP, Commercial Banking Team Leader
Heritage Bank

  Kane, Chris
Chris Kane holds a degree in finance from Bentley University in Waltham, MA. After beginning his professional career with Merrill Lynch and Fidelity Investments in Boston, Chris relocated to Portland, OR, with his wife in August 2002. Shortly thereafter, Chris joined Columbia Bank and held the title of Senior Vice President, a team leader in the Private and Professional Banking Group. Chris oversaw the bank’s lending team in the Greater Portland market, including the market’s C&I, dental and healthcare lending programs. His extensive background in dental lending includes financing startups, acquisitions, partnership buy-ins, expansions and remodels. Today, Chris is a Senior Vice President on the Commercial Banking Team at Heritage Bank. He is married with two children and enjoys playing golf. Chris may be contacted at:
Chris.Kane@HeritageBankNW.com


Alex Gosline

Membership Chair

Commercial Lending Team Leader
Pacific West Bank

  

Alex Gosline has been an active member and committed supporter of the RMA since 2012, matching his tenure in the Portland commercial banking market. He has experience in all areas of commercial lending, from analysis to production. Most recently, Alex joined Pacific West Bank in 2018 as a Commercial Lending Team Leader with the aspirations of growing Portland’s only locally headquartered business bank. Alex holds a BA in Finance and Business Management from The University of Montana and an MBA from the University of Oregon. He is also the current board President with the University of Oregon EMBA Alumni Association and the Chair of the President’s Council with the Portland Business Alliance. You can connect with Alex at: agosline@bankpacificwest.com


Marisol McAllister

Communications Chair

Real Estate Attorney
Farleigh Wada Witt

Marisol McAllister has vast experience advising clients involved in simple and complex real estate transactions and developments. Because of her experience, Marisol is on the Oregon Real Estate Agency’s approved list of condominium lawyers. Marisol is a master at closing real estate deals because she has experience from all sides so can quickly analyze the issues and zero in on what needs to be done. She steers clients in the right direction and gives them the confidence to make good decisions. While Marisol’s practice includes real estate, financial services, and business, she finds real estate development and transactions to be the most rewarding because no two deals are the same. She enjoys diving into difficult issues, simplifying them for her clients, and expanding her level of expertise through new experiences. You can connect with Marisol at: mmcallister@fwwlaw.com


Cristal Finley

Developing Professionals Chair

Credit Analyst
U.S. Bank

Cristal Finley is a Credit Analyst with U.S. Bank in the downtown Portland area, where she supports the Wealth Management team with loan underwriting and managing relationships. She began her banking career as an RMA sponsored intern almost seven years ago and was drawn in when she saw firsthand how bank services play a role in helping others reach their goals. Alongside her professional career, Cristal has a passion for helping organizations carry out their mission and make a difference in the community and currently serves as a board member for Wayfinding Academy and The Native American Business Resource Group internally at U.S. Bank. Cristal holds a Bachelor’s degree in Business Administration from Concordia University-Portland. She earned an MBA with a focus in Finance from Concordia University-Portland in 2017. Reach Cristal at: cristal.finley@usbank.com


Kaco Newbury

Education Committee

AVP, Commercial Loan Portfolio Manager
Umpqua Bank

Kaco-Newbury
Kaco Newbury serves as the RMA Portland Chapter Education Committee Chair and as a Commercial Loan Portfolio Manager for Umpqua Bank. Originally from Salem, Oregon, Kaco has been helping clients in commercial banking for over fifteen years. A graduate of the University of Oregon, Kaco earned undergraduate degrees in Sociology and Business Administration. Reach Kaco at: KacoNewbury@UmpquaBank.com.


Skyler Tanner

Board Counsel

Attorney
Lane Powell

Skyler Tanner
Skyler Tanner counsels clients on loan and collateral restructuring, bankruptcy, and forbearance issues. His work includes equipment and real estate financing, agricultural loans, and aircraft security interests. Skyler has extensive experience documenting secured financing transactions, including revolving credit, term credit and syndicated credit facilities for banks and other lenders. Where necessary, he also litigates foreclosure and receivership matters on behalf of clients. You can connect with Skyler at:
TannerS@LanePowell.com.


Kristin Timm

Affinity Diversity Committee

Commercial Banking Officer
Heritage Bank

Kristin Timm
Kristin Timm is a Commercial Banking Officer with Heritage Bank and has been involved with the RMA Portland Metro Chapter since 2003. Kristin has worked at First Independent Bank, US Bank, and Columbia Community Bank (now Premier Community Bank) in commercial lending and portfolio management. Kristin is a native Portlander who graduated from Portland State University with a Bachelor’s degree in Business Administration with a concentration in Finance. You can connect with Kristin at:
Kristin.Timm@pcboregon.com.


Cyrus Vafi

Sponsorship Committee

Vice President
Banner Bank

Cyrus-Vafi
Cyrus Vafi joined the RMA Portland Metro Chapter Board in 2016 and, as part of Banner Bank’s commercial banking team, is well known as a highly responsive and creative lender. Manufacturers, industrial contractors, and companies with an international presence call on Cyrus for critical capital needs. Deep experience includes syndicated transactions in titled capacity for large private and publicly traded entities. He has a Bachelor of Science from San Diego State University and an MBA in Finance from the University of San Diego. Cyrus enjoys connecting with RMA members and may be contacted at:
Cyrus.Vafi@bannerbank.com.

 


Dave Porter

Sponsorship Chair

Shareholder
Geffen Mesher

Dave-Porter

David Porter is known for his responsiveness, creativity, and client focus. After 15 years in public accounting with a Big 4 firm, Dave started and led two successful consulting firms over the next 14 years before coming aboard at Geffen Mesher. He also served as the VP of Finance and Controller for a rapidly growing manufacturer of technology products. His experience in public accounting, private industry, and consulting combine to give him a unique perspective.

Dave’s forensic expertise helps companies develop stronger internal controls, mitigate risks, and recover from occupational fraud when it does occur. “Business owners are focused on running their companies, and may not stop to consider that a trusted employee might be stealing from them.” This need led Dave to launch Geffen Mesher’s Forensic Accounting group. Under his leadership, the group has quickly become a well-rounded and sought-after forensic team. You can connect with Dave at dporter@gmco.com.