About Us
Our comprehensive CRE platform offers you both entity-level and property-level finance and advisory services.
Our Culture
Affordable, multifamily, industrial, and more…you name it and we have the skills and expertise to handle it.
Donna Wells
Board Member
Donna Wells has been a member of our Board since March 2021 and serves on the Audit and Risk Committee (Chairman) and Nominating and Corporate Governance Committee. Ms. Wells is Chief Executive Officer of Valencia Ventures, LLC, a strategic consulting and corporate governance firm which she founded. From 2010-2017, Ms. Wells served as President and Chief Executive Officer of Mindflash Technologies, Inc., an innovative, venture-backed enterprise software company that provided a cloud-based training platform for businesses prior to its acquisition by Trakstar. From 2007-2009, Ms. Wells was Chief Marketing Officer at MintSoftware, Inc. (“Mint”) where she led the growth strategy for this mobile personal finance software company from product launch to the company’s acquisition by Intuit.
Prior to Mint, Ms. Wells led US marketing for Intuit and the Expedia Group, roles which drew on her 20-years of experience in strategic consumer and product marketing with leading brands including The American Express Company and The Charles Schwab Corporation. Ms. Wells is a member of the board of directors of Mitek Systems, Inc., a publicly traded software development company, where she serves as a member and is the chair of the nominating and corporate governance committee and has served as a member of the audit and compensation committees. Ms. Wells was previously a director and risk committee member at Boston Private Financial Holdings, Inc., a publicly traded bank holding company from 2014 to 2018, and a director and audit committee member at Apex Technology Acquisition Corporation, a publicly traded special acquisition company, where she served as a member of the audit committee, from 2019 to its 2021 merger with enterprise software provider AvePoint. She also serves on the board of Betterment Holdings, Inc., a leading independent digital wealth management platform with over $45 billion in AUM.
In September 2019, Ms. Wells was appointed by the Center for Entrepreneurial Studies at the Stanford University Graduate School of Business as a Lecturer in Management. She holds a Bachelor of Science in Economics from The Wharton School at the University of Pennsylvania, a Master’s in Business Administration from Stanford University, a Director Certification and a certificate in Cyber-Risk Oversight from the National Association of Corporate Directors (NACD). Ms. Wells was named Board Director of the Year by Women in Information Technology in 2021.