William J. Clark
President at Univest Capital, Inc.- Claim this Profile
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Bio
Michael P. Moore
Bill was a true mentor and the person most responsible for my success in the leasing industry. Bill was a hands-on type of Manager and helped me develop as a sales professional. Bill was an advocate for his sales team and I always felt 100% comfortable going to Bill with questions or problems, Bill's communication abilities are one if his many strengths and his ability to work with both internal contacts and customers was one of the major reasons for our groups success.
Dave McCarthy
Bill came aboard with us at Keystone Financial Leasing (KFLC was the predecessor name of Patriot Commercial Leasing) in July 1995. Bill's responsibility was to develop a territory soliciting equipment leasing and finance business from select vendors. Bill consistently produced results that exceeded his budgeted quota. His customers were always highly complimentary of his honesty, reliability and integrity. He could always be counted on to go the extra mile to make sure his customers received the highest level of service. Although I moved on to a different company in 1998, Bill and I have stayed in touch. I would gladly welcome the opportunity to work with Bill again, as he stands out as one of the best in our industry. Dave McCarthy
Michael P. Moore
Bill was a true mentor and the person most responsible for my success in the leasing industry. Bill was a hands-on type of Manager and helped me develop as a sales professional. Bill was an advocate for his sales team and I always felt 100% comfortable going to Bill with questions or problems, Bill's communication abilities are one if his many strengths and his ability to work with both internal contacts and customers was one of the major reasons for our groups success.
Dave McCarthy
Bill came aboard with us at Keystone Financial Leasing (KFLC was the predecessor name of Patriot Commercial Leasing) in July 1995. Bill's responsibility was to develop a territory soliciting equipment leasing and finance business from select vendors. Bill consistently produced results that exceeded his budgeted quota. His customers were always highly complimentary of his honesty, reliability and integrity. He could always be counted on to go the extra mile to make sure his customers received the highest level of service. Although I moved on to a different company in 1998, Bill and I have stayed in touch. I would gladly welcome the opportunity to work with Bill again, as he stands out as one of the best in our industry. Dave McCarthy
Michael P. Moore
Bill was a true mentor and the person most responsible for my success in the leasing industry. Bill was a hands-on type of Manager and helped me develop as a sales professional. Bill was an advocate for his sales team and I always felt 100% comfortable going to Bill with questions or problems, Bill's communication abilities are one if his many strengths and his ability to work with both internal contacts and customers was one of the major reasons for our groups success.
Dave McCarthy
Bill came aboard with us at Keystone Financial Leasing (KFLC was the predecessor name of Patriot Commercial Leasing) in July 1995. Bill's responsibility was to develop a territory soliciting equipment leasing and finance business from select vendors. Bill consistently produced results that exceeded his budgeted quota. His customers were always highly complimentary of his honesty, reliability and integrity. He could always be counted on to go the extra mile to make sure his customers received the highest level of service. Although I moved on to a different company in 1998, Bill and I have stayed in touch. I would gladly welcome the opportunity to work with Bill again, as he stands out as one of the best in our industry. Dave McCarthy
Michael P. Moore
Bill was a true mentor and the person most responsible for my success in the leasing industry. Bill was a hands-on type of Manager and helped me develop as a sales professional. Bill was an advocate for his sales team and I always felt 100% comfortable going to Bill with questions or problems, Bill's communication abilities are one if his many strengths and his ability to work with both internal contacts and customers was one of the major reasons for our groups success.
Dave McCarthy
Bill came aboard with us at Keystone Financial Leasing (KFLC was the predecessor name of Patriot Commercial Leasing) in July 1995. Bill's responsibility was to develop a territory soliciting equipment leasing and finance business from select vendors. Bill consistently produced results that exceeded his budgeted quota. His customers were always highly complimentary of his honesty, reliability and integrity. He could always be counted on to go the extra mile to make sure his customers received the highest level of service. Although I moved on to a different company in 1998, Bill and I have stayed in touch. I would gladly welcome the opportunity to work with Bill again, as he stands out as one of the best in our industry. Dave McCarthy
Experience
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Univest Capital, Inc.
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United States
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Financial Services
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1 - 100 Employee
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President
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Aug 2018 - Present
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EVP/COO
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May 2006 - Jul 2018
Univest Capital Inc, a wholly owned subsidiary of Univest Bank & Trust Co, is a commercial and municipal equipment finance Company. UCI invests in equipment financing opportunities from $25,000 to $1,000,000. UCI finances all types of equipment including: Medical Equipment, Landscaping & Turf equipment, Machine Tools, Construction, Automotive, Arbor etc. UCI also offers a great Working Capital product for Small Business (" Capital Cash"). I have over 37 years of experience in the equipment finance & leasing industry. I started my leasing career at Master Lease Corporation soon after graduating from Penn State. I've worked for several lessors in many roles including sales, sales management, general management and risk management. I've been very fortunate to work for great people and mentors during my career. At every company, I was able to advance within the organization based on my ability, work ethic & performance.Univest Capital (UCI) was founded in May 2006. UCI is a small ticket lessor with a portfolio of approx. 6,000 active contracts. 20% of the company originations are in the small medical practice segment. UCI also specializes in Municipal Leasing. UCI has sales offices in Allentown, Warminster, and King of Prussia, PA . The goal is to grow the portfolio to $250MM in assets over the next year. Currently, our product mix consists of equipment leases, equipment finance agreements, small business loans, Municipal Leases, and Working Capital Loans. UCI is one of the first Lessors to employ an E-Signature document. This product distinguishes UCI from our competitors. In May 2015, UCI introduced a Working Capital product, "Capital Cash", for small business. The UCI working Capital Product is one of the best.The core values of the Univest Organization include tradition, integrity, spirituality, community, fair competition, & excellence.Specialties: Sales Management, Strategic Planning, Budgeting, Credit evaluation, Risk Management. Show less
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FirstLease, Inc
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Truck Transportation
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1 - 100 Employee
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National Sales Manager
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May 2003 - May 2006
Managed a team of six sales people. The team Hunted for Vendor oriented business. Managed a team of six sales people. The team Hunted for Vendor oriented business.
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Patriot Commercial Leasing
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Pottstown, PA
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Vice President-Sales
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Jul 1995 - May 2003
I started with the company as a Regional Sales & Marketing Representative. In November of 1998, I was promoted to VP of Sales. I managed 10 Sales People that solicited business from equipment resellers. The company assets grew from $30MM to $80MM under my leadership. I started with the company as a Regional Sales & Marketing Representative. In November of 1998, I was promoted to VP of Sales. I managed 10 Sales People that solicited business from equipment resellers. The company assets grew from $30MM to $80MM under my leadership.
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Canon Financial Services, Inc.
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United States
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Financial Services
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100 - 200 Employee
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Sales Manager-Independent Dealers
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Oct 1989 - Jul 1995
As Sales Manager, I managed 15 inside sales people that solicited business from Independent Canon Copier Dealers through out the US. As Sales Manager, I managed 15 inside sales people that solicited business from Independent Canon Copier Dealers through out the US.
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Master Lease
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Greater Philadelphia Area
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Account Manager
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Apr 1987 - Oct 1989
supported 6 sales representatives in the Southwest Region of the U.S. Managed a team of documentation specialists and credit investigators. supported 6 sales representatives in the Southwest Region of the U.S. Managed a team of documentation specialists and credit investigators.
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Education
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1982 - 1986
Penn State University
BS, Finance -
1979 - 1982
Sun Valley HS
Community
