Quail is the most trusted name in equipment finance. Our unique approach is to provide our clients with a complete financial solution to meet their every objective.We provide financing to businesses worldwide and specialize in the AVL, Construction, Medical, Outdoor Amusement, and IT industries. We offer equipment financing, equipment leasing, vendor program development, and management, as well as financial consulting that includes establishing new or better banking relationships.

Management and Operations consulting to the financial services industry as well as providing financing solutions for B2B and B2C manufacturers and resellers. Actively consult for Gerson Lehrman Group (GLG), Third Bridge, L.E.K. Consulting, AdvisoryCloud, and Alternative Capital Solutions.Advisory Board Member for ERP Gold, 3rd Eye Productions, Inc., and QICO, Inc.

Privately held direct lender using a proprietary platform along with artificial intelligence and machine learning to provide instant financing 24/7 for micro-ticket B2B transactions under $15,000 for Prime/Sub-Prime credits.

Brought on as part of the management team to help transform the company from solely buying 3rd party paper from Brokers to becoming a direct lender to manufacturers and resellers. The transformation included overhauling the internal support structure and technology platforms to handle the significant increase in volume and required service levels. Directed the opening and management of a new office in Philadelphia to service the Mid-Atlantic and Southeast regions. Hired, trained, and managed inside and outside sales team while also responsible for direct originations and National Account management.

Direct lender providing equipment, software, and vehicle financing across the U.S., Canada, and Puerto Rico. Contracted for a year to develop the required products and best practices to transform the 40-year-old company from being end-user and Broker driven (Buy-Side) to focusing on vendor originated business (Sell-Side) to meet the company’s new long term growth strategy. The transformation included revamping the internal processes and standardizing the credit policies to handle high volume vendor business as well as upgrading various technology platforms. Customized SalesForce for tracking productivity of the sales and operations teams, marketing campaigns, and customer engagement. Also managed inside and outside sales team, operations, and directed marketing efforts.

Assistant Vice President – Major Accounts, 2012 - 2015Tasked with developing a new team of outside sales people within the National Accounts Channel providing regional coverage across the country. Created a go-to-market growth strategy to maximize revenues and minimize T&E budgets. Qualified, Presented, Negotiated and Launched all new programs including marketing strategies, and product integration.Overhauled the Broker Channel by developing a risk based scoring model to better align corporate growth objectives with the current broker market. The model enabled granular pricing across multiple credit tiers and request amounts helping maximize yields within a desired loss proxy.

EquiCapital is a provider of specialty commercial finance products to equipment manufacturers offering short-term credit products for resellers and private labeled, long-term leasing and financing programs for commercial and municipal end users. U.S. and International transactions ranged from $10K to $5MM and included structured finance products including tax credits and the monetizing of receivable contracts. Directed strategic corporate growth 400% over 5 yrs leading up to Corporate merger. Negotiated multi-million dollar contracts with lenders, servicing companies and business partners. Managed lender relationships and portfolio performance. Responsible for setting and managing budgets. Oversaw Operation, Sales & Marketing, IT, & Portfolio Management departments. Customized and managed ASP platform providing optimal end-to-end solutions for all internal processes and customer transactions providing a first-to-market "financing at the point of sale" platform.

Co-Created new business unit focused solely on vendor originated revenues. Recruited and managed national sales team, identified new target markets, and formulated strategic business plans. Responsible for national program launches, marketing initiatives, dealer sales training and C-level negotiations.

Orchestrated all planning and development for new East Coast sales office. Recruited and managed all sales, credit and administrative personnel. Responsible for overall operations and office P&L.

Recruited and managed all sales, credit and administrative personnel. Responsible for overall operations and office P&L, generating over $20MM in annual revenues. Selected and managed the sales and support team to develop a client base on the East Coast in preparation for the opening of New York expansion office