Aaron Case

Aaron Case Email and Phone Number

President, Travelers Financial Solutions @ TFG Financial
Aaron Case's Location
Vancouver, British Columbia, Canada, Canada
Aaron Case's Contact Details

Aaron Case personal email

n/a
About Aaron Case

Email: ajcase@tfgfinancial.com Cell: 778-999-5497 https://www.tfgfinancial.com/

Aaron Case's Current Company Details
TFG Financial

Tfg Financial

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President, Travelers Financial Solutions
Aaron Case Work Experience Details
  • Tfg Financial
    President, Tfs Financial
    Tfg Financial Nov 2024 - Present
    Vancouver, British Columbia, Ca
  • Tfg Financial
    Vice President, Asset Based Lending
    Tfg Financial Jan 2021 - Oct 2024
    Vancouver, British Columbia, Ca
  • Tfg Financial
    Assistant Vice President, Asset Based Lending
    Tfg Financial Feb 2017 - Jan 2021
    Vancouver, British Columbia, Ca
  • Launch Capital Partners Inc
    Managing Director
    Launch Capital Partners Inc Feb 2017 - Present
    Launch Capital Partners provides structured capital to small, medium and large enterprises across Canada and the US in Private, Public, and Government sectors. Finance a range of industries including: heavy equipment, transportation, rail, aviation, agriculture, forestry and oil and gas equipment.
  • Travelers Finance Ltd.
    Account Executive
    Travelers Finance Ltd. Jan 2015 - Feb 2017
    Surrey, British Columbia, Ca
    Responsible for facilitating capital for small, medium and large enterprises across Canada in Private, Public, and Government sectors. Finance a range of industries including: heavy equipment, transportation, rail, aviation, agriculture, forestry and oil and gas equipment. Also responsible for establishing vendor financing relationships across Canada in the aforementioned industries. President's Club 2016President's Club 20152016 'Big Achiever' Award2015 'Big Achiever' AwardMarch - 1060% of BudgetMay - 751% of BudgetAugust - 207% of BudgetDecember - 227% of Budget2015 - 159% of BudgetJune - 404% of BudgetSeptember - 212% of BudgetNotable Recent Transactions:$3.87MM equity pull for leveraged buyout (Construction)$1.55MM equity pull out of personal yacht for cash used in business operations$1MM refinance of debt being called by lead bank (Manufacturing)Equipment secured financing on corporate jet (Oil & Gas, Heavy Haul)$1.4MM financing on used construction & transportation equipment, 0% down$1.15MM financing for pre-revenue start-up (Remediation & Transportation)
  • Ritchie Bros. Financial Services
    Account Manager
    Ritchie Bros. Financial Services Sep 2013 - Dec 2014
    Worked directly with our North American customers and funding sources, facilitating loan and lease solutions for their acquisitions. Our lending portfolio consists of a broad range of industries including: heavy equipment, transportation, agriculture, forestry and oil and gas equipment. We provide competitive finance solutions ranging from $10,000 individual transactions to facilitating $1MM+ commercial credit lines. In addition to financial solutions, we also provide loan/life insurance and selected warranty products.-RB Financial 2013 Excellence Club-RB Financial 2014 Excellence Club-Q2 2014 - 189.2% of Budget-Q3 2014 - 107% of Budget-Q4 2014 - 130% of Budget-November 2014 - 245% of Budget-October 2013 Top Volume-January 2014 Top Insurance Sales-Funded Company's 1st $1MM transaction
  • Ritchie Bros. Financial Services
    Associate, Funding Partners
    Ritchie Bros. Financial Services Mar 2013 - Sep 2013
    Assist Funding Manager in coordinating lending partners across North America, Australia, and Europe. Responsible for analyzing and presenting data to funding sources, and showing the potential partnership opportunities. Assisted in testing, data mapping, troubleshooting and enhancing of Portal software. Extensive work in QA testing of company software.
  • Capital West Partners
    Investment Banking Analyst
    Capital West Partners Apr 2012 - Sep 2012
    Engaged in M&A, asset sales, re-structurings, large capital raises and initial public offerings. Conducted research to find potential merger/acquisition targets; developed sales presentations and assisted in financial modelling for LBO, IPO and regular valuations.Worked within technology, cellular, and financial services sectors.
  • Ritchie Bros. Auctioneers Financial Services
    Business Development Analyst
    Ritchie Bros. Auctioneers Financial Services Apr 2011 - Sep 2011
    • Developed sales strategies and processes for a start up specialty financing business • Assisted in establishing relationships with international financial institutions to access funds in global markets • Studied historical sales data to produce forecasts used to expand the business

Aaron Case Skills

Sales Finance Financial Analysis Business Development Mergers And Acquisitions Analysis Financial Services Credit Contract Negotiation Mergers Accounting New Business Development Private Equity Loans Relationship Management Due Diligence Capital Markets

Aaron Case Education Details

  • Moody'S Analytics
    Moody'S Analytics
    Crude Oil Markets
  • Canadian Securities Institute
    Canadian Securities Institute
    Private Equity
  • Canadian Securities Institute
    Canadian Securities Institute
    Canadian Securities Course
  • New York Institute Of Finance
    New York Institute Of Finance
    Portfolio Management I
  • The University Of Western Ontario & Ivey Business School
    The University Of Western Ontario & Ivey Business School
    Finance & Geology
  • Rockridge Secondary School
    Rockridge Secondary School
    Dogwood Diploma

Frequently Asked Questions about Aaron Case

What company does Aaron Case work for?

Aaron Case works for Tfg Financial

What is Aaron Case's role at the current company?

Aaron Case's current role is President, Travelers Financial Solutions.

What is Aaron Case's email address?

Aaron Case's email address is acase3@uwo.ca

What schools did Aaron Case attend?

Aaron Case attended Moody's Analytics, Canadian Securities Institute, Canadian Securities Institute, New York Institute Of Finance, The University Of Western Ontario & Ivey Business School, Rockridge Secondary School.

What are some of Aaron Case's interests?

Aaron Case has interest in Finance Investment Corporate Law, Finance, Corporate Law, Investment, Financeinvestmentcorporate Law.

What skills is Aaron Case known for?

Aaron Case has skills like Sales, Finance, Financial Analysis, Business Development, Mergers And Acquisitions, Analysis, Financial Services, Credit, Contract Negotiation, Mergers, Accounting, New Business Development.

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