Experience

Infinity Capital

• Bulgaria
• Real Estate
• 1 - 100 Employee

• Owner

  • Jan 2008 - Present

  •Formed own company to provide finance for vendors and end-users •Interfaced with vendors and end-users to obtain financial information in order to evaluate and prepare credit packages for funding sources’ review •Interfaced with independent contractors/brokers and assisted in pricing and structuring lease transactions which ranged from $10Kto $150K for a variety of equipment •Provided debt and equity placement with over 10 funding sources on a national basis •Formed own company to provide finance for vendors and end-users •Interfaced with vendors and end-users to obtain financial information in order to evaluate and prepare credit packages for funding sources’ review •Interfaced with independent contractors/brokers and assisted in pricing and structuring lease transactions which ranged from $10Kto $150K for a variety of equipment •Provided debt and equity placement with over 10 funding sources on a national basis



First Republic Bank

• United States
• Banking
• 700 & Above Employee

• Equipment Finance Specialist

  • May 1999 - Dec 2007

  •Responsibilities consist of the direct development and management of equipment leasing clients including pricing, structuring and credit profiling •Identify, source, and close vendor programs, end-users and brokers in a variety of industries •Target client base with transaction sizes ranging from $10K-$500K •Origination protocol is based upon leveraging existing business relationships, working with C level executives and direct cold calling •Possess significant skills regarding the negotiation, structure and pricing of new relationships •Responsible for transaction due diligence, financial statement analysis, preparation of credit memorandums and transaction syndication •Develop new funding source relationships while maintaining existing relationships •In charge of syndicating all transaction they did not fit bank credit criteria/geographic region •Call on existing bank client base to promote lsg. •Success led to promotion to the Vice President’s role in July of 2002 Show less



Discovery Leasing

• United States
• Construction

• Principal/Broker

  • Jan 1997 - May 1999

  •Formed own company to provide finance for vendors and end-users •Interfaced with vendors and end-users to obtain financial information in order to evaluate and prepare credit packages for funding sources’ review •Interfaced with independent contractors/brokers and assisted in pricing and structuring lease transactions which ranged from $10Kto $150K for a variety of equipment •Provided debt and equity placement with over 10 funding sources on a national basis •Was recruited directly by the Bank of Walnut Creek (now First Republic Bank) to join their team Show less