Brian Moon

Brian Moon

Commercial Lending

Music is my first love, I grew up listening to the fantastic voices of my mother and Whitney Houston. I enjoy playing video games but my all time favorite is Ms. Pac-Man. I am a Sports fanatic with a passion around Tennis, Football, and Gymnastics.

Member

Orientation Essentials 07/15/2024
InfoMinute Seminar 06/17/2024
How to Benefit from an Association 02/21/2022
InfoMinute Seminar 09/21/2020
GateOpener Workshop 07/20/2020
Orientation Essentials 07/20/2020

Development

Accion Opportunity Fund

Accion Opportunity Fund

408-592-7657

111 W. St. John Street Suite 800
San Jose, California 95113

Website

My best clients are those who are generating at least 500k per year, growing in revenues, and understand how to be profitable on paper (tax return). I provide advice in helping clients turn those loan dollars into profit.

Company

I have a client name Dr. Thomas who was referred to me for a Small Business Loan for 150,000.00 and then plan was to hire employees and have working capital for business needs. 

Dr. Thomas did the application and was initially declined for funding. Looking within the credit report, the client showed 2 late payments that Dr. Thoma's was not aware of. 

I advised Dr. Thoma's to get his credit report and see where those late payments were being reported by which we found out by ordering the credit report from Capital One, but Dr. Thomas does not have a Capital One Credit Card. 

Dr. Thomas and I called Capital One and after a hour of being on the phone found out a credit card 4 months ago was opened in the client's name.  Dr. Thomas filled out a questionnaire with Capital One to dispute the card and filed a police report and now an investigation is under way to clear Dr. Thomas name and credit report. 

Referral Trigger Response

Emory Team

Introduced by:

Joined on 01/22/2020

Leadership

ParticipationCoOrdinator 11/08/2021
MentorCoOrdinator 01/15/2023
100% Club 03/23/2022

Membership

3-year Pin 02/15/2023

Team

Members I've Invited

Dr. Quentre Shannon

Dr. Quentre Shannon

Sponsorship