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Leasing and Financing professional with an extensive background in the commercial, public and federal sectors. Experience in executing direct and indirect sales and marketing in various environments. Experience required excellent collaboration with all internal stakeholders, sales teams, channel and funding partners. Payment structuring in both unsecured and asset-based transactions including, software, software assurance (support), consulting services, high tech equipment and Real Estate, utilizing both lines of credit and individual loan or lease transactions. Areas of expertise: • Complex Loan / Repayment structuring• Financing / Leasing• Relationship Management• Contract Negotiation• Sales and Marketing Strategies• Project Management• Sales Orientation • Microsoft Office applicationsSeeking new opportunities to contribute.Open to work.
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Lease Sourcing DirectorLeaseaccelerator Feb 2019 - Aug 2020Reston, VaOriginated leases with enterprise level commercial leasing and financing customers. Many asset categories were included but the primary asset categories were Information Technology (including Servers, Laptops/Desktops, Telcom and Networking), Material Handling Equipment and Multi-Function Devices. Advised customers on Master Lease Agreements with fair and balanced terms and conditions. Advised on leasing and financing policies and implementation to achieve desired financial outcomes and ensure compliance. Directed our operations team to appropriately account for the FMV leases in accordance with the new ASC 842 accounting standard. • Introduced a new leasing partner to a customer which provided nearly an 8% savings.• Consulted with customers on End of Term (EOT) strategies to bring in new equipment or facilitate an appropriate lease renewal. -
Senior Financing Executive – Public SectorMicrosoft Jul 2017 - Sep 2018Washington D.C. Metro AreaDirected financing nationally for Federal, eastern US SLG (State & Local Government) and Education sectors. Closed transactions in all sectors, including commercial financing contracts for select clients in the Federal sector when their Microsoft contract required commercial financing rather than a Federal financing contract. This is the only position within WPS required to transact business on a Federal, SLG and commercial basis. This required subject matter expertise in all fields and the ability to collaborate very effectively across different internal teams, the sales force, channel partners and banking partners. -
Senior Financing Executive - Public SectorMicrosoft Jul 2016 - Sep 2017Washington D.C. Metro AreaActively supported and directed Microsoft’s SLG business. Managed the eastern portion of the United States. This included both the SLG and the Education sectors for Microsoft.
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Enterprise Financing ExecutiveMicrosoft Apr 2008 - Jun 2016Washington D.C. Metro AreaManaged territory for the Enterprise Products Group (EPG) in the Mid-Atlantic States District (MASD). Additionally, given temporary responsibility for NED (North East District) and the NY Metro District (Microsoft’s highest revenue territory in the world). Executed all customer facing contact and relationships (both internal and external) as well as Portfolio Management and transaction structuring.
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Senior Business Development ExecutiveGtsi Corp/Gtsi Financial Services Nov 2007 - Apr 2008Financial Services, sales and large/complex deal structuring involving Hardware, Software and Services for Public Sector Clients. -
ProducerK&B Underwriters, Llc Oct 2005 - Sep 2007Designed and executed sales strategy, designed and managed marketing efforts and co-lead strategic planning for the company. Licensed agent selling General and Professional Liability insurance in the Eldercare and Medical Malpractice markets. -
DirectorErnst & Young Technologies (Capgemini) Jul 1999 - Sep 2005Directed the finance alliances with IBM Global Financing (IGF) and Sun Microsystems Finance (SMF) for Capgemini Technologies, LLC. (formerly Cap Gemini Ernst & Young). Directed the negotiation and closure of both finance alliance agreements and originated and closed the first financing to include consulting services for Ernst & Young/Cap Gemini Ernst & Young.
Jack Loria Skills
Jack Loria Education Details
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Finance -
Business
Frequently Asked Questions about Jack Loria
What is Jack Loria's role at the current company?
Jack Loria's current role is Leasing and Financing.
What is Jack Loria's email address?
Jack Loria's email address is ja****@****msn.com
What schools did Jack Loria attend?
Jack Loria attended Iese Business School, University Of Notre Dame - Mendoza College Of Business, George Mason University.
What skills is Jack Loria known for?
Jack Loria has skills like Contract Negotiation, Customer Relations, Management Consulting, Portfolio Management, Analysis, Financing, Payment Options, Payment Structuring, Leasing, Payments, Finance, Start Ups.
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Jack Loria
St Charles, Il
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