Kim Kaselionis

Managing Director

Kim is a Managing Kim Kaselionis Black and white headshot photographDirector at AssayCS and is based in San Francisco.

As a dynamic, results-driven leader with a strong track record of performance in turnaround and high-paced organization, Kim leverages her keen analysis and insights, inspired leadership and team approach to drive organizational improvements, implementation of industry “best practices” and product innovation.

 

During her tenure at CEO of Circle Bank, she led transformation of the essentially ‘failed bank’ into a high-performing financial institution, achieving double-digit asset and earnings growth over a decade during the most difficult economic times in recent history, while achieving strong regulatory ratings and repeated acknowledgement by its workforce as one of the ‘Best Places to Work’ and named a Super Premier Financial Performer by the Findley Group.  These factors led to an above-market valuation when the company was sold in late 2012.

 

As the Managing Partner of Breakaway Funding, LLC, an online capital facilitator, she was credited with creating the first-ever hybrid-crowdfunding loan program, through which businesses, after completing an equity raise with Breakaway, gained access to additional traditional bank financing with local community banks and credit unions.

 

Her career as a champion for greater access to capital and helping business owners achieve their financial and strategic goals, takes on a new dimension as the Managing Director at Assay.  In per position, she will continue that advocacy by assisting her mid-market clients grow and build equity value to attain their desired exit valuation.