Since it was founded in 1944, the CFA has helped foster the asset-based lending industry by educating and encouraging pioneers in our field. We are so proud to continue this tradition with the implementation of these awards. This event aims to honor and inspire our next generation of CFA professionals. It is affirmation that the hard work of our future leaders is getting noticed, and a career-boosting professional achievement as well.
The 40 Under 40 Awards would not be possible without our generous sponsors. Their contributions to this event underscores their commitment to our industry and the people who will lead it. The evening is designed to showcase individuals who are making their mark in commercial finance, but is also an opportunity to showcase the companies that support these individuals. We greatly appreciate their engagement.
We also thank our Event Committee, our Leadership Council and our judges. Our group is an active, vibrant and dedicated team that has helped shape the awards and drive its success. The award presentations today are the culmination of a rigorous process to choose just 40 from a distinguished group of nominees. Nominations began in early spring, followed by thorough vetting, due diligence, and hours of debate. The results are an honor for both members and their firms.
CFA’s 40 Under 40 is a group that includes innovators, visionaries, leaders and rising stars in an industry known for its deep talent pool. Our inaugural class are young movers and shakers who have already made a name for themselves in our industry. They are also the ones to watch as their careers progress. We celebrate their achievements, and look with excitement for what they will do tomorrow.
awards chair & vice chair
CFA 40 UNDER 40
WELLS FARGO CAPITAL FINANCE
40 UNDER 40 CHAIR
Andrea Petro is an executive vice president and the division manager of the Lender Finance division of Wells Fargo Capital Finance, based in Dallas.
Andrea also has responsibility for the Resort Finance division, which provides financing for vacation ownership companies.
With more than 20 years of experience in the asset-based lending industry, Andrea established the Lender Finance division in 2000, which was known as Wells Fargo Foothill at the time. Her success with the Lender Finance division led to the formation of the Resort Finance and the Supply Chain Finance divisions.
Andrea earned her bachelor of arts degree from Kent State University and her masters of business administration degree from the University of Texas at Austin. She serves as the first vice president of the Commercial Finance Association. Andrea is also a member of the Advisory Council of the Texas Master of Science Finance Program at the University of Texas at Austin. Andrea and her team are also members of the International Factoring Association and the Equipment Leasing and Finance Association.
40 UNDER 40 VICE CHAIR
David Kurzweil is a Principal Shareholder with Greenberg Traurig, LLC. He is the International Co-Chair of the Financial Institutions Practice and Chair of the Atlanta Business Reorganization and Financial Restructuring Practices. With more than 29 years of experience, he has represented corporations, partnerships, individuals and financial institutions, providing innovative solutions to clients across a wide range of industries, including energy, technology, manufacturing, retail, cable television, publishing, real estate, transportation and professional corporations. He has extensive experience in Chapter 11 Bankruptcy cases, representing financial institutions, debtors, creditor’s committees, and Trustees. In addition, he frequently represents financial institutions and companies in out-of-court debt restructurings. David also represents financial institutions in all types of financing, including asset-based loans and debtor-in-possession financing transactions.
David attended Cornell University and Emory University School of Law. He is admitted to practice law in Georgia and New York. In his spare time, David enjoys skiing, sailing, hiking and spending time with his family.