ComplianceOnline

Expert Profile


Kim Kaselionis
Managing Partner, Breakaway Funding LLC

Kim Kaselionis, with more than 25 years of experience in the banking industry, founded Breakaway Funding in 2013. Ms. Kaselionis has held several banking leadership positions, most recently as CEO/chairman of Northern California-based Circle Bank, leading it to 53 consecutive profitable quarters. She has proven experience packaging significant financial deals, including the sale of Circle Bank to a regional financial institution, Umpqua Bank, for an over-book-value price. A frequent speaker at industry events and an author of numerous financial documents and white papers, Ms. Kaselionis has enjoyed numerous industry accolades, serving on several American Banker Association national committees and commissions.

Ms. Kaselionis has extended Breakaway Funding's leadership position by expanding issuer and investor initiatives that were created by the JOBS Act of 2012. The Breakaway Funding business model (the Community Capital Marketplace [CCM]) unites community constituents including investors, businesses and financial institutions to facilitate growth capital, which in turn creates viable communities, jobs and sustainable local economies.

Trainings by Expert

Crowdfunding and the Community Capital Marketplace
Category: Banking and Financial Services , Risk Management , SOX Compliance , Corporate Governance , Banks and Credit Unions , Ethics, Fraud & Corruption , Finance, Sox & Internal control , Financial Services and Trading