Come join us and have a conversation about SBA updates, need to know if you are looking for lending, and taking care of your financials for yourself and your employees.
Learn from the expert panel.
Ashley Cooke Director, Institutional Coverage, Americas
Ashley is part of the institutional client coverage team at DWS; during her time at DWS she developed client partnerships which resulted in 3 ETFs seeded by a public pension totaling $450MM (HYLB, HYUP & HYDW); over $500MM in passively managed accounts with ESG screening for consultant and their clients in the Midwest. Most recently, Ashley worked with a corporation to bring the first ESG US money market fund to market, ESGXX & ESRXX. Ashley’s experience includes business development and investor relations roles in the alternatives space spanning 17 years for hedge funds, consultants and investment management companies (Cliffwater LLC, Gracie Capital Partners and Stanfield Capital Partners). Ashley received a BS in Business Management from Skidmore College and graduated from The Kent School.
Kathy is an experienced Vice President of Small Business Banking Manager with 13 years of experience in working with business owners. Her team helps understand businesses priorities and helps with solutions to guide the clients in growing their busy business and tying them with solutions to guide their growth. Kathy manages a team of 16 Small Business Bankers all over Silicon Valley that work with companies from startup, expansion, sustaining, and transitioning. They offer solutions such as SBA and conventional lending, convenience when it comes to banking, and another trusted advisor to add to your team of expert to help your growing business.
Professionally, along with a team of specialists, I provide goals-based wealth management to affluent families, accomplished professionals and successful business owners. I am very passionate about cultivating long lasting relationships by providing exceptional service, customized advice and a disciplined approach to investing. Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering for organizations such as Humane Society Silicon Valley, Soroptimist International Santa Clara Silicon Valley, Commercial Real Estate Women (CREW), and National Association of Women Business Owners (NAWBO).