Casey Pearson Email & Phone Number

Irving, Texas, Us

- Partner with local CAT dealers and key OEM’s to support enterprise development.- Leverage corporate capabilities to ensure end users have the best possible experience utilizing CAT powered equipment.

Fort Worth, Texas, Us

 Supported construction segments including O&G, Heavy Civil, Ready Mix, and Transportation with various finance products. Excellent financial acumen to analyze P&L, AR/AP, BS to determine if credit packages meet our lending requirements.  Serve as a Trusted Advisor to existing portfolio companies to determine how Equify can facilitate growth. Consistent out performer of goals- 2020- 127% of Budget, 2021 – 108%

Lubbock, Texas, Us

 Lead sales team for CASE construction dealer in North TX, responsible for 5 branch locations and 15 sales representatives. Top performing team annually with regional growth (2017-16%, 2018- 23%, 2019- 15%)  Set company sales record, in 2017-2019. Built monthly sales training programs for team members to improve professional sales skills. Created on-boarding program for new hires that was distributed company wide.  Responsible for monthly P/L statements for sales group to ensure budgets were maintained. Worked with Bayor University and TX A&M’s sales program for interns.

 Orchestrated successful M&A of competitor that doubled company size. Negotiated MSA contracts with multiple publicly traded companies to manage fleet maintenance programs.  Composed top tier ISNetworld Safety program. Responsible for all company financials. Servant leader that empowered employees to be responsible and accountable in critical decision making. Established training program for all SOP’s for teams to follow, creating continuity of work by all teams. Successfully exited with sale to PE company.

Education record

Education record