Jodi Sugar, Senior Vice President at First Bank Chicago

Jodi Sugar

Assistant Vice President at Merrill Lynch | Greater Chicago Area, United States

Profile last verified July 2026
Banking Verified Profile Greater Chicago Area, United States DePaul University - Charles H. Kellstadt Graduate School of Business
Verified

Work Email

***@firstbankchicago.com

Last verified August 2026

Personal Email

***@comcast.net

Personal • High Confidence

Phone Number

(**) *** *** 210

United States • Phone

Free account · No credit card · 5 profiles/month

Jodi Sugar Socials
Jodi Sugar Work Experience

Mentor at College Bound Opportunities in January 2017 - Present

Senior Vice President at First Bank Chicago in May 2022 - Present

Board Member at Ladder Up Chicago in March 2024 - Present

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Vice President at First Bank Chicago in May 2016 - May 2022

Vice President at First Bank of Highland Park in May 2016 - May 2022

Owner/Principal at HM Capital Source LLC in June 2011 - May 2016

Assistant Vice President at Merrill Lynch in January 1999 - January 2002

Senior Underwriter at Heller Financial in January 1997 - January 1999

Consultant at Accenture in January 1996 - January 1997

Jodi Sugar Education

DePaul University - Charles H. Kellstadt Graduate School of Business, Partial Completion of MBA,Finance,, January 1999 to January 2001

University of Illinois at Urbana-Champaign - College of Business, BS,Finance,, January 1992 to January 1996

Jodi Sugar Skills
Asset Based Lending Financial Structuring Underwriting Credit Reports Portfolio Management
About Jodi Sugar’s Current Company
Merrill Lynch

HM Capital is an independent, privately held commercial mortgage banking and capital advisory firm based in Tulsa, Oklahoma, with offices in Oklahoma City and Fayetteville, Arkansas. We are the largest independent company of this kind in our markets, and we leverage a national network of institutional capital sources to provide personalized financing solutions. Since 2001, we have financed $1.6 billion for real estate developers and investors. Since HMC’s formation in 1977, we have built enduring relationships with scores of owners and institutional capital providers. We pride ourselves on our ability to leverage best-fit capital solutions from hundreds of traditional and non-traditional sources. Our focus is income-producing real estate, including multifamily, industrial, office, retail, mixed-use, hospitality/hotels, self-storage, parking garages, mobile-home parks, and special-use real estate.

Discover more about Merrill Lynch
Jodi Sugar’s Colleagues
Treak Tasker

Treak Tasker

Tulsa, Oklahoma, United States

President at HM Capital

President at HM Capital
(May 1995 – Present)

Ryan Glasgow

Ryan Glasgow

Tulsa, Oklahoma, United States

Finance Student at The University of Kansas with a Professional Selling Minor

Summer Analyst at HM Capital
(May 2026 – Present)

Mary Clark

Mary Clark

Tulsa Metropolitan Area

Commercial Loan Servicing Manager/Closer at HM Capital

Loan Servicing Manager at HM Capital
(Jan 2022 – Present)

Brooke Hostetler

Brooke Hostetler

Tulsa, Oklahoma, United States

Legal Assistant at First Oklahoma Bank

Operations at HM Capital
(Feb 2024 – Present)

Robert Luo

Robert Luo

Beijing, China

HM Capital Founder & HM HMS CEO

Healthcare Venture Capital

SH

Shimon Halfon

Uganda

Managing director

Managing director at Hm capital
(Present)

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Frequently asked questions about Jodi Sugar

What company does Jodi Sugar work for?

Jodi Sugar works for Merrill Lynch.

What is Jodi Sugar's role at Merrill Lynch?

Jodi Sugar is Assistant Vice President

What industry does Jodi Sugar work in?

Jodi Sugar works in the Banking industry.

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