Our Team
Dawson Beattie
President & Founder
Dawson Beattie leads crediteureka as President and founder. He has helped companies navigate international credit markets through nearly 20 years of shifting market conditions. He has helped companies in retailing, mining, technology, life sciences, and agriculture.
Dawson brings customers a unique and valuable perspective when seeking accounts receivable risk management solutions. He has worked as a buyer, underwriter, and broker of trade credit & political risk insurance. Notably, he led Wells Fargo Bank’s launch of its AR Put product as national sales manager.
Dawson began his career in New York with Citibank’s Global Trade Finance division in 1994. In 1996, he joined Citicorp International Trade Indemnity as a structured credit underwriter for trade credit & political risk insurance programs for global banks and corporations. (Scale and scope reference)
In 2001, Dawson joined Aon Risk Services in San Francisco as West Region Sales Manager for trade credit insurance.
In 2005, he joined Wells Fargo Insurance Services USA, Inc. to lead the development of a specialty practice focused on trade credit & political risk insurance. In 2007, he joined Wells Fargo Securities as national sales manager to roll out and lead a new structured credit products business for Wells Fargo. There he helped companies protect against bankruptcy risk on their auction rate securities, commercial leases and accounts receivable during the 2007 — 2008 financial market collapse.
Following Wells Fargo Bank’s acquisition of Wachovia, Dawson returned to Wells Fargo Insurance Services again leading the trade credit & political risk insurance specialty practice.
Today, as President & Founder of crediteureka, Dawson is in his favorite role of providing his customers whole, integrated credit solutions that span the financial services marketplace to help them succeed in growing revenue (at home or internationally), while actively managing the risk of loss.
Dawson is a graduate of Furman University, and studied abroad at Kansai Gaidai Daigaku, Osaka. He holds a masters degree in business from Thunderbird’s Graduate School of International Business. Dawson and his family make their home in San Francisco, CA.
Gina Lee
Vice President, Account Management
Gina Lee joined Credit Eureka in 2020 and leads the account management team.
With a career in insurance spanning Singapore, USA and Canada, Gina helps our clients navigate the complexities of trade credit insurance with confidence and success. When not crunching numbers and dissecting sales figures, you’ll find Gina crafting culinary masterpieces in the kitchen. Gina believes that a well-insured portfolio is as essential as a well-seasoned dish.
Alex Lotocki
Advisor
Alex Lotocki is one of the founders and pioneers of the commercial credit insurance market for international trade finance (sometimes referred to as ‘structured trade’). Commercial trade finance insurers now underwrite several hundred billion $ annually in international bank-to-bank and bank-to-corporate short term letters of credit, bank acceptances, and discounted trade documents. Once a limited resource offered only by government owned export credit agencies, Alex worked alongside and then lead a team of bankers, lawyers, and underwriters in the late 80’s through the millennium who developed commercial reinsurance support, underwriting standards, bank compliance programs, and reinsurance and insurance contracts now considered trade finance insurance market standards. In his career Alex has supported AIG, Citigroup, & JP Morgan in their executives’ efforts to provide credit and sovereign risk protection to their international bankers and corporate customers who need trade finance in Latin America, Europe, Asia, the Middle East, and Africa. Credit Eureka is pleased and honored to have Alex join our Board of Advisers.
Jon Laubscher
Advisor
Jon brings companies valuable day-to-day perspective and advice of a corporate credit manager. He has set up and managed the credit departments for multinational companies in the technology hardware, software, and life science sector. He has also ‘cross trained’ a banker, and managed a commercial credit insurance brokerage team. Jon offers companies 19+ years of practical experience throughout the corporate credit decision making process.
Jon began his career with Wells Fargo Bank, Credit Card Division holding positions related to credit and marketing. In 1993, he joined the commercial credit department of NBD Bank (OH), and following an acquisition by Fifth Third Bank assumed the role of Commercial Credit Manager for the succeeding affiliate bank. In 1996, he joined the Amdahl Corporation as a commercial credit underwriter supporting corporate sales and commercial leasing programs, ultimately progressing to the role of North American Credit Manager. In 2000, Jon joined Saba Software as Treasury Manager with responsibility for treasury operations and the billing to cash cycle. In a structured credit underwriter for political risk and trade credit insurance programs globally. In 2004, he joined Genentech as Commercial Credit Manager and managed the implementation of a trade credit insurance program to mitigate strategic financial risk. In 2007, Jon joined Wells Fargo Insurance Services as Western Regional Team Leader responsible for the sale of trade credit and political risk insurance solutions through out the Western and Rocky Mountain states.
Jon is a graduate of Principia College. He holds a masters degree in business from Wright State University. Jon is a long time supporter of youth sports as a coach and volunteer including soccer, baseball and softball. He lives in San Jose, CA.
Credit Eureka is pleased and honored to have Jon join our Board of Advisors, working with us on issues such as trade credit insurance, export credit insurance, business credit insurance and political risk insurance!