Equilease Financial Services
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Equilease Financial Services Employees
Equify Auctions, LLC January 2012 - Present
IronPlanet October 2009 - January 2012
Equipment Capital, LLC August 2005 - October 2009
Metric Financial 2007 - 2009
MeriCap Credit 2008 - 2008
Equilease Financial Services 2006 - 2008
Orix Financial Services 2006 - 2006
CIT 2003 - 2005
Oil Creek Energy, Inc. October 2001 - June 2003
CitiCapital 2000 - 2001
Skills
Business Development, Finance, Sales, Management, Credit, Sales Management, Business Planning, Pricing, Leadership, Executive Management, Banking, Loans, Negotiation, Strategic Planning, Construction, Marketing, Financial Services, Transportation, Portfolio Management, Underwriting, Contract Negotiation, Selling, Business Strategy, Forecasting, Team Building, Material Handling, Waste, Mining
Education
International Society of Business Appraisers
NEBB Institute
Master Certified Machinery & Equipment Appraiser (MCMEA) and Certified Equipment Broker (CEB)
University of Pittsburgh
GYMGUYZ February 2014 - Present
ESPN September 2013 - February 2014
Pernod Ricard February 2013 - September 2013
GRO-WELL Brands May 2012 - January 2013
CoMetrics, LLC May 2011 - August 2011
Sidney Frank Importing Co May 2010 - August 2010
Equilease Financial Services June 2007 - August 2009
Skills
Financial Analysis, Word, Outlook, Inventory Management, Microsoft Excel, Accounts Receivable, Budgets, Accounts Payable, Access, Data Analysis, Teamwork, Marketing, Hyperion Essbase, OBI Financial Reporting, RAD, Customer Service, Market Research, Fitness, Personal Training
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree, Finance and Operations Management
Stabilis Capital Management, LP March 2015 - Present
TEQ Research, LLC July 2013 - Present
Situs June 2014 - March 2015
McLagan 2011 - 2013
MR Westport September 2004 - June 2011
EO Entrepreneurs Organization June 2009 - July 2010
ORIX June 2003 - July 2004
Equilease Financial Services January 2002 - May 2003
Unicapital December 1999 - March 2001
ICON Capital Corp. 1996 - 1998
Skills
Finance, Business Planning, Portfolio Management, Recruiting, Leadership, Financial Services, Management, Relationship Management, Financial Modeling, Investment Banking, Due Diligence, Equities, Capital Markets, Entrepreneurship, Strategic Planning, Alternative Investments, Executive Management, Venture Capital, New Business Development, Private Equity, Hedge Funds, Securities, Structured Finance, Investments, Loans, Valuation, Analytics, Consulting, Restructuring, Asset Management, Banking, Derivatives, Financial Markets, Credit, Asset Managment, Corporate Finance, Fixed Income, Human Resources, Talent Acquisition, Emerging Markets, Risk Management, Incentive Programs, Compensation Strategies, Performance Measurement, Sales Compensation, Key Account..., Business Development
Education
University of Notre Dame 1986 — 1991
BBA
UPS August 2015 - Present
Microsoft July 2014 - August 2015
Compass Group North America February 2013 - July 2014
Compass Group / Microsoft January 2012 - February 2013
Compass Group North America (Microsoft) January 2011 - January 2012
Equilease Financial Services November 2008 - September 2010
Irwin Commercial Finance March 2007 - October 2008
ShareBuilder Securities Corp November 2001 - March 2007
HomeGrocer.com April 2000 - February 2001
Office Depot April 1988 - April 2000
Skills
System Administration, Microsoft Office, Customer Service, Microsoft Excel, Human Resources, Leadership, Management, Performance Management, Training, Process Improvement, Organizational..., Process Scheduler, Employee Relations, Office Management, Customer Satisfaction, Budgets, Interviews, Retail, Employee Training, Program Management, PowerPoint, Software Documentation, Time Management, Microsoft Word, Team Management, Team Building, Operations Management, Spreadsheets, Teamwork, Telephone Skills, Coordination, Outlook, Recruiting, Onboarding, SharePoint
Education
Bellevue Community College 2008 — 2009
Human Resources
Sammamish 1983 — 1988
Sammamish
Devan Infinity September 2012 - Present
American Solar and Alternative Power February 2012 - August 2012
Equilease Financial Services November 2006 - August 2010
Onward Healthcare 2006 - 2006
Enterprise Rent-A-Car 2000 - 2006
Bob's Stores 1999 - 2000
Skills
Credit
Education
University of New Haven 1994 — 1998
Teaneck High School
City of Norwalk November 2013 - Present
Norwalk, CT January 2013 - Present
Horizons National Student Enrichment Program February 2011 - Present
Achievement First 2008 - 2010
Equilease Financial Services June 2007 - June 2008
Deval Patrick for Governor 2005 - 2005
Skills
Data Analysis, Database Management, Data Management, Database Administration, Educational Technology, Education Policy, Technical Training, Technology..., Political Campaigns, Analysis, Management, Public Policy, Community Outreach, Politics, Public Speaking, Volunteer Management, Event Planning, Microsoft Excel, Nonprofits, Program Development, Fundraising, Research
Education
University of Pennsylvania 2006 — 2007
MS, Quantitative Research
Boston University 2001 — 2005
BA, Political Science
Nations Equipment Finance LLC October 2013 - Present
People's United Bank November 2011 - September 2013
Equilease Financial Services August 2009 - November 2011
Equilease Financial Services March 2007 - August 2009
Skills
Credit Analysis, Banking, Financial Analysis, Loans, Accounting, Risk Management, Portfolio Management, Financial Modeling, Leases, Dogs, Capital Markets, Finance, Credit, Auditing, Analysis, Credit Risk, Underwriting, Financial Structuring, Valuation, Commercial Lending, Investments, Financial Risk, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Specializations in finance and banking
Carleton College 2002 — 2006
BA, Philosophy
Mandell Associates, LLC July 2008 - Present
Pinnacle Executive Services, LLC July 2008 - Present
Equilease Financial Services March 2004 - July 2008
Diamond Lease (USA) Inc. February 1999 - March 2004
Citicorp Industrial Credit 1979 - 1989
Skills
Finance, Credit, Banking, Restructuring, Loans, Credit Analysis, Financial Analysis, Risk Management, Underwriting, Negotiation, Sales, Executive Management, Private Equity, Mergers, Financial Services, Portfolio Management, Leadership, Management, Mergers & Acquisitions, Management Consulting, Strategy, Investments, Strategic Planning, Structured Finance, Due Diligence, Asset Management, Business Development, Business Planning, Commercial Lending, Corporate Finance, Credit Risk, Marketing, Venture Capital, Sales Management, Relationship Management, Financial Structuring, Funding, Insurance, New Business Development, Project Finance, Start-ups, Small Business, Equities, Consulting, Business Strategy
Education
University of Cincinnati
BBA, Management & Economics
University of Pennsylvania - The Wharton School
MBA, Entrepreneur Management & Finance
Peoples Capital & Leasing Corp. October 2013 - Present
Somerset Capital Group, Ltd. August 2008 - September 2010
Equilease Financial Services September 2006 - August 2008
Citi October 2003 - September 2006
Skills
Microsoft Excel, Microsoft Word, Outlook, Access, Internet Research, Funding, Deadline Driven, Credit, Loans, Financial Analysis, Portfolio Management, Asset Management, accunting, UCC filings, Subordinated Debt, Process Improvement
Education
Southern Connecticut State University 1998 — 2003
Accounting - BS, Accounting
TD Bank June 2012 - Present
TD Bank Group June 2011 - June 2012
TD Bank Group March 2008 - June 2011
Equilease Financial Services July 2007 - March 2008
TD Bank Group April 2005 - July 2007
TD Bank Group September 2004 - April 2005
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Banking
Education
Suffolk University - Sawyer School of Management 2005 — 2010
MBA, Finance
Merrimack College 2000 — 2004
Business Administration, Finance
Central Catholic High School 1996 — 2000
JPMorgan Chase Bank, N.A. May 2014 - Present
JPMorgan Chase Bank, N.A. November 2013 - April 2014
JPMorgan Chase Bank, N.A. November 2011 - November 2013
Fogel Neale Partners LLC June 2010 - November 2011
Plazter, Swergold Law Services June 2009 - August 2009
Wesier LLP CPA's June 2008 - August 2008
Equilease Financial Services May 2007 - August 2007
Education
Skidmore College 2006 — 2010
Bachelor of Arts, Management and Business-Economics
Fieldston High School 2002 — 2006
UNSW Australia
Heartland Financial Services January 2015 - Present
Engs Commercial Finance January 2014 - December 2014
Commercial Credit Group September 2012 - December 2013
Wisconsin Kenworth 2009 - September 2012
Equilease Financial Services 2007 - 2008
Key Equipment Finance 2003 - 2006
CNH Global NV 1996 - 2003
Volvo Construction Equipment 1992 - 1996
Skills
Sales Management, Business Strategy, Strategic Planning, New Business Development, Marketing Strategy, P&L Management, Credit, Business Development, Franchising, Sales, Finance, Leadership, Forecasting, Retail, Negotiation, Budgets, Management, Contract Negotiation, Competitive Analysis, Training, Banking, Business Planning, Customer Satisfaction, Sales Operations, B2B, Pricing, Financial Analysis, Loans, Direct Sales, Marketing, Portfolio Management, Account Management, Team Building, Customer Service, Sales Process, Cross-functional Team..., Operations Management, Cold Calling, Selling, Profit, Key Account Management, Purchasing, Process Improvement, Relationship Management, Inventory Management, Financial Services, Executive Management
Education
University of North Carolina at Chapel Hill 1982 — 1986
B.S., Business Adminstraion
AloStar Bank of Commerce May 2012 - June 2015
AloStar Bank of Commerce August 2008 - April 2011
Equilease Financial Services June 2006 - March 2008
ORIX Financial Services, Inc. May 1996 - May 2006
GE Capital Asset Funding June 1995 - May 1996
ITT Capital 1979 - 1996
ITT Capital Finance January 1979 - May 1995
Skills
Underwriting, Credit, Loans, Customer Service, Commercial Real Estate, Transportation, Credit Analysis, Banking, Commercial Lending, Portfolio Management, Financial Analysis, Finance, Risk Management, Asset Based Lending, Credit Risk
Education
Pittsburg State University 1977 — 1978
MBA, General Buisness
Missouri Southern State University 1975 — 1977
BSBA, Marketing and Management
Customers Bank May 2015 - Present
EverBank February 2012 - May 2015
AmSafe Bridport September 2008 - February 2012
Equilease Financial Services June 2006 - March 2008
ORIX April 2005 - June 2006
Wells Fargo November 2000 - April 2005
Education
Northern Essex Community College
Business Finance, Accounting
PACCAR July 2015 - Present
Savers January 2012 - July 2015
Elite Line Services March 2011 - July 2012
Creative Financial Staffing (CFS) 2010 - 2011
Equilease Financial Services November 2008 - March 2010
Irwin Commercial Finance March 2007 - October 2008
Irwin Commercial Finance August 2005 - March 2007
Irwin Commercial Finance April 2002 - August 2005
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Banking, Budgets, Cash Flow, Credit, Customer Service, Finance, Financial Analysis, General Ledger, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Payroll, Training
Education
Central Washington University 2009 — 2011
Bachelor of Science, Accounting
Central Washington University
Bachelor of Science, Business Administration
Bellevue College
Associate of Arts and Sciences, Business
Inglemoor H.S.
Equilease Financial Services 1993 - 2009
Randolph Computer Corporation 1981 - 1990
Education
State University of New York College at Oswego
BA, Communications
Publishers Clearing House September 2012 - Present
KGS Alpha Capital Markets November 2011 - August 2012
Hearst March 2011 - October 2011
Verzion March 2008 - 2011
Equilease Financial Services April 2007 - March 2008
State Street (IBT) September 2006 - February 2007
Education
Brooklyn College 2001 — 2005
BS, Computer Science
Century Tokyo Leasing (USA) Inc August 2015 - Present
North Mill Equipment Finance LLC January 2013 - August 2015
Equilease Financial Services May 2010 - August 2012
Skills
Credit Analysis, Credit Risk, Financial Analysis, Microsoft Excel, Microsoft Word
Education
State University of New York at Binghamton 2009 — 2012
Bachelor of Arts (B.A.), Economics
Commercial Finance Solutions January 2010 - Present
Intermountain Leasing May 2009 - January 2011
Equilease Financial Services April 2006 - March 2008
Education
Ambassador University 1974 — 1978
communications/psycology
Mead High School 1970 — 1974
High School diploma
North Mill Equipment Finance LLC November 2012 - Present
Equilease Financial Services October 2001 - October 2012
Federated Capital Corporation July 2000 - September 2001
Skills
Accounting, Finance, Mergers & Acquisitions, Tax, Food & Beverage
Education
State University of New York at New Paltz 1981 — 1983
Bachelor of Applied Science (BASc), Accounting
Westchester Community College 1979 — 1981
Associate of Arts and Sciences (AAS), Accounting