Joe Donlevy, Filmore Capital.
Joe has been working in the Financial Services Industry for 21 years. Currently, he helps business owners and real estate investors secure commercial loans at the most favorable terms. His clients benefit from his extensive background in originating, analyzing, pricing and approving over $800mm in commercial loans.
Joe was Honorably Discharged from the USMC-Reserves and then completed the prestigious Management Development Program at BB&T(Truist). He went on to become a top-performing Commercial Banker at Bank of America and Wells Fargo. Because of his success in closing commercial loans for his clients, he was asked to lead a team of Commercial Bankers, which became a top performing banking team in the company.
Subsequently, Joe was promoted to Manager & SVP of the Southeast Commercial Real Estate Team for Wells Fargo, the largest Commercial Real Estate Lender in the country. HIs team served professional real estate investors with transaction requests of $2mm–$20mm in retail, industrial, multifamily, self-storage, office and special-use income-producing properties.
More recently, Joe was an Executive VP for Iberiabank (First Horizon) which is now a $72B bank in assets. He led a de novo market expansion as Charlotte Market President & Commercial Banking Leader until its merger of equals.
Joe has presented to various groups of business owners and commercial real estate investors including Vistage, Wake Forest Center for Entrepreneurship and CEO Focus. Topics include commercial lending qualification and sources of capital.
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