I provide equipment financing consulting services for companies in the U.S. and abroad. I have helped numerous equipment manufacturers, captive, vendor and independent financing providers, and financing support services companies develop strategic plans, optimize organization structures, identify and implement new growth initiatives, and create and improve operations, sales coverage and go-to-market programs. Practical experience in many areas of equipment financing, coupled with a global perspective and a keen interest in the rapidly evolving financing landscape, enable me to have a holistic and objective understanding of asset and solution financing strategies, operations, challenges and solutions.

2009-2014 -- Equipment and services financing strategic business and operations plan development, and treasury operations guidance for a global Chinese technology manufacturer. On-going policy, process and implementation guidance for their newly created captive financing subsidiary. One year assignment at client’s headquarters in Shenzhen, China followed by additional in-country visits.2007- 2008 -- Equipment financing consulting services, project leadership and executive coaching for IBM Global Financing sales and operations executives and staff in ten Central and Western European countries spanning two years. Special focus on financing sales strategy and execution in Central European markets, and on front office high-volume process optimization in Italy.

Board of Directors, Equipment Leasing and Finance Association and member of the Finance Committee. Prior Chairman, Vendor Programs Business Council Steering Committee, Conference Chairman, Captive and Vendor Leasing Conference, member of the Editorial Review Board, Journal of Equipment Lease Financing, and speaker and panelist at numerous ELFA annual conventions and conferences.

More than twenty years of executive leadership experience in equipment financing sales, operations, marketing, contracts, business controls, process transformation and IT in the U.S. and abroad.

Branch Manager, sales manager, program manager and field sales rep in various US locations for IT hardware and software sales to Fortune 500 and mid-market clients across multiple industries, including grocery, distribution, manufacturing and media.