JPMorgan Chase Expands Commercial Real Estate Treasury Services Team

by PaymentsJournal 0

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August 1, 2018 – JPMorgan Chase has built a specialized team of treasury professionals to provide real estate property owners, operators, developers and investors with cash management and payment solutions that are designed to meet their specific industry needs. The newly created Commercial Real Estate Treasury Services (CRE TS) team, led by Winston Fant, continues to expand with key new leadership roles. Ed Dagnino, Steve Johnson and Dave Thomas are dedicated to delivering customized treasury solutions to commercial real estate clients, including payables, receivables and liquidity management, to help reduce costs and risks while increasing efficiencies.

“We’re continuing to look at new and innovative ways to provide the best experience and solutions to our clients,” says Winston Fant, Head of CRE TS. “Ed, Steve and Dave have strong expertise in both commercial real estate and treasury services and they have a deep understanding of our clients’ needs and objectives.”

Ed Dagnino is named East Group Manager for Real Estate Banking (REB) and Community Development Banking (CDB) TS, responsible for leading the TS strategy for REB and CDB clients across the East coast region. Dagnino has been with JPMorgan Chase for 20 years, holding various TS roles across the firm. He most recently served as Treasury Management Officer for REB and CDB in the Northeast. Dagnino received his Bachelor of Arts in Economics from The City College of New York and is based in New York, NY. 

Steve Johnson is hired as West Group Manager for REB and CDB TS, responsible for leading the TS strategy for REB and CDB clients in the Western, Central and South regions. A Certified Treasury Professional (CTP) with over two decades of experience in TS, Johnson joins the firm from U.S Bank, where he served as California Region Manager in their Commercial Real Estate Deposit and Payment Solutions group. Johnson received his Bachelor of Arts in Religion and Education and a Master of Arts in Education from Vanguard University of Southern California. He is actively involved in Junior Achievement USA and is based in Irvine, CA. 

Dave Thomas is hired as Group Executive for Commercial Term Lending (CTL) TS, responsible for building the TS strategy for CTL clients across the U.S. A CTP with almost three decades of banking and TS experience focusing on Business Banking and Commercial Banking, Thomas joins the firm from U.S. Bank where he was the National Treasury Management Division Manager. Thomas received his Bachelor of Science in Finance from Colorado State University and is based in Denver, CO.

Additionally, the firm has hired and appointed five Treasury Management Officers (TMOs) in key markets who are committed to delivering the firm’s TS solutions and serving local real estate investors.

  • James Vazquez is promoted to TMO in New York City for the East REB and CDB TS team, covering clients in the Northeast. He was previously a Real Estate TS associate with the firm.
  • Summer Bosch, CTP, is promoted to TMO in Dallas, covering Texas, Louisiana, Arkansas, Oklahoma, and New Mexico for the West REB and CDB TS team. She was previously Senior TMO for the Dallas Middle Market team.
  • Jason Lee, CTP, is hired as TMO in San Francisco, covering Northern California and Pacific Northwest for the West REB and CDB TS team. He joins from U.S. Bank.
  • Trevor Mates is hired as TMO in Irvine, covering Southern California and Arizona for the West REB and CDB TS team. He joins from MUFG Union Bank.
  • Lisa Sawczuk is hired as TMO in Chicago, covering the Central and Mountain regions for the West REB and CDB TS team. She joins from Associated Bank NA. 

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About JPMorgan Chase Commercial Real Estate

At JPMorgan Chase, we provide property owners, developers and investors the financial resources they need for real estate investments large and small. These include multifamily lending, commercial mortgage lending, community development and real estate banking services. We also offer a hands-on, local-market approach that ensures certainty in execution in any cycle. Our clients depend on our speed and efficiency, and we connect them with the resources, local market expertise and comprehensive lineup of solutions and services available from across the firm. It’s part of our relentless commitment to helping them achieve their goals today and tomorrow. https://commercial.jpmorganchase.com/pages/commercial-banking

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