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Brian McKelvey
Division President Albuquerque Market for Western Commerce Bank
Professional Background
Brian McKelvey is a seasoned professional in the field of commercial lending, bringing over 20 years of comprehensive experience that spans various aspects of the industry. His extensive knowledge includes commercial real estate, residential and commercial construction loans, small business lending, and land development financing. Brian's career began in Hobbs, NM, where he laid the groundwork for his future success in a small-town environment that afforded him valuable insights into customer relationships and local business dynamics.
After honing his skills in Hobbs, Brian made a significant career move to Denver City, TX, where he took on his first commercial lending role. During this period, he primarily focused on small business loans, while also engaging in agricultural lending—an experience that deepened his understanding of the unique financial needs of various sectors. Despite a brief foray into financial planning in El Paso, TX, where he humorously claims to have been the
Brian's passion for commercial lending remained unwavering.
Returning to Wells Fargo in Santa Fe marked another pivotal point in Brian's journey. There, he worked as a business banker, a position that allowed him to connect with a diverse client base and solidify his expertise in business finance. A subsequent move to Los Alamos National Bank (LANB) saw Brian ascend to the role of commercial loan officer. His contributions at LANB were multifaceted—he opened a loan production office and played a vital role in establishing a full-service branch, showcasing his leadership and vision in the banking sector.
Currently, Brian serves as the Division President at Western Commerce Bank. This role allows him to leverage his extensive experience in commercial lending to lead and shape the bank's lending strategies and operations. Throughout his career, Brian has emphasized the importance of building strong professional relationships and fostering friendships that enhance his work. He believes that every financial deal is unique and finds joy in the art of negotiation, always striving to create win-win scenarios for both the institution and its clients.
Education and Achievements
Brian McKelvey graduated with a Bachelor of Business Administration (BBA) with a focus on Finance from Eastern New Mexico University. This solid educational foundation has been instrumental in shaping his analytical skills and understanding of financial principles, which he has adeptly applied throughout his career in commercial lending. Whether working on complex commercial transactions or helping small businesses secure necessary funding, Brian integrates his academic background into practical, everyday scenarios, proving that strong educational credentials can lead to significant achievements in the professional landscape.
Achievements
Throughout his career, Brian has established himself not only as a knowledgeable commercial lender but also as a respected leader in the banking community. His successful tenure at Los Alamos National Bank, where he initiated and opened new banking locations, significantly contributed to the bank's growth and service offerings. At Western Commerce Bank, Brian's current position as Division President allows him to influence lending practices and cultivate an environment that prioritizes client satisfaction and innovative financial solutions.
Brian's reputation for being personable and approachable has bolstered his ability to negotiate and close deals that benefit all parties involved. His philosophy of viewing each deal as unique has set him apart as an expert in his field. Understanding that the right financial solution can empower businesses and improve their operations, Brian puts emphasis on customizing loan structures that align with the specific needs of his clients.
In a career characterized by adaptability and growth, Brian has seamlessly transitioned across various roles and challenges within the banking industry. His remarkable journey from small-town lending to leading a division at a prominent bank stands as a testament to his dedication and hard work. Brian McKelvey is indeed an exemplary figure in commercial lending, renowned for his commitment to finding personalized solutions for clients and nurturing lasting professional relationships.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.