Tracy Lee Email & Phone Number

Charlotte, North Carolina, United States

Investor operated by Family Office. I am not an active employee although it appears that I am based on Linkedin requirements to include this position. The Family Office owns Fastest Labs Franchise.

Charlotte, North Carolina Area

MOUNT VERNON PARTNERS Managing Director Investor Relations with responsibility for CAPITAL RAISE for MVP FUND 1 and identifying tax structured long-term real estate investment opportunities for the FUND. Focusing in Charlotte, Columbia, and Charleston SC, My involvement was to supplement personal investment and actively raise Capital for MVP FUND 1.

Charlotte, North Carolina, United States

Financial Capital is a Private Investment company focused in start-up technology, auto leasing, recycling, pharmaceutical and franchise opportunities. Experienced in:1) Equipment Leasing and financing; 2) Small Business Lending, SBA Loan packaging; 3) Real Estate Lending Additional Service have included: • Raising capital, due diligence, forecasting• C Suite consultative services • Restructuring, financial services, credit risk analysis • Mergers and acquisition, market strategy

Charlotte, North Carolina

Pinpoint Warehousing Inc. is an independently owned third party asset-based logistics company specializing in bulk storage, fulfillment, trucking and packaging with in excess of 100 employees. • Devised Distribution Strategy for trucking routes to maximize profitability, established Fleet Program to reduce cost by 32%.• Boosted and renegotiated the necessary lines of credit and loan arrangements enabling the company to fund its growth in Sales by 100% increase in my first year and a 50% increase in each of the following two years. • Managed the treasury functions which reduced interest expense by 87.5%. • Orchestrated the merger of a 25-year-old Independent Third Party Warehousing operations resulting in cost savings in excess of $300.0K and an increase in revenue in excess of $1.2M.

Charlotte, North Carolina

C & G LEASING, INC was a privately owned equipment and vehicle leasing company providing flexible financing solutions with a portfolio of over $24.0M. My goal was to remove obstacles, streamline processes and give our sales brokers the best tools available to enhance their success. I focused on Salesforce efficiency and reporting, new technologies to promote sales enablement, implementing solutions, and new hire and product training. Along those lines, I strategically implemented the following:• Revitalization of the company from no growth to doubling its’ portfolio each year for the first 4 years• Produced originations between $12.0M and $18.0M and placement of deals that did not fit our risk or pricing profile generating profits of $400.0K to $600.0K• Launched successful programs for automobile, light trucks, tractors and trailers, and construction equipment • Supervised the extensive book of business producing record income • Identified businesses funding Purchase Orders, A/R & Factoring increasing customer profitability 18%• Designed application only product cutting approval time by days to hours increasing revenue by 45%

Charlotte, North Carolina

President and Founder of Leasing Subsidiary for Bank2001 – 2002 FIRST CHARTER LEASING was a niche specialty subsidiary of a Three Billion Dollar Bank created to diversify the Bank’s real estate-driven portfolio by providing short-term commercial leasing and financing. My responsibilities included creating new marketing campaigns and testing new methods of reaching customers to drive new business. To that end, we accomplished:• Funding over $20.0M creating a first-year profit of in excess of $100.0K. • Executed the strategic plan and the interaction of the Leasing group within the Corporate Sales, Marketing, Operations and Retail areas providing bank officers with additional sales opportunities. • Aligned portfolio management with an outside vendor reducing cost by 70%.

Charlotte, North Carolina

ABN AMRO/WASCO FUNDING a $500.0M company with 70 employees a subsidiary of a Twenty-Five Billion Bank.• Pioneered the first regional office generating over $20.0M in the first year exceeding projections by $8.0M. • Outperformed personal budget by 60% producing profits for the company in excess of $1.0M.• Responsible for transferring vendor relationships producing over $4.0M of revenue.• Introduced credit management at field office level decreasing credit response from days to hours, which enabled the sales people to be much more responsive and competitive.

• RBC Centura Leasing: SVP Sales Manager and CO-PRESIDENT, Led a team of 22 sales reps in a turnaround situation exceeding their sales goals as a team by 32%. • Sumitomo Corporation: Leasing Sales and Sales Manager, Presented sale seminar for tax-oriented products enabling salespeople to increase sales by 30%. Exceeded all sales goals and was the top volume and profit producer for each year with the company.• LanderBank Credit: Regional Sales Manager, Managed and Negotiated equipment and vehicle Leases in the US, Europe (primarily Germany, Austria, Belgium) and Mexico. Top volume and profit producer.• Signal Capital Corp: Regional Leasing Sales Manager, Produced equipment leases in record volume and profitability. Presented sales and profitability seminars to 44 peer sales representatives and sales managers increasing their profit productivity over prior years by 14%.