Brett Poteet

Vice President Business Development at NFS Leasing
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex

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Al Liberty

I have had the pleasure and the privilege of working with Brett during my tenure at Océ Financial Services. Brett is a consummate professional and he was always looking for new ways to be a positive and professional force in the region he supported. Brett was a constant learner and never satisfied with the status quo. I was always impressed with his ability stay focused on the customer and not get caught up with things that couldn’t be done due to policy but to find a way to achieve victory for both the customer and for Océ. If I were starting a leasing company Brett would certainly be one of the first people I would call to be part of my team. I am proud to call Brett both a business associate and a good friend.

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President Business Development
      • Apr 2015 - Present

      A truly unique equipment leasing company. With a focus on manufacturer, vendor, and broker relationships, NFS provides equipment leasing to companies that are good to do business with, but are typically turned down by banks and traditional lending sources. We specialize in healthcare, technology, machine tools, manufacturing, construction, and more... Don’t let the lack of a leasing solution for ALL of your customers be the reason you’re walking away from business. 2022: Exceeded Annual goal at 132% 2021: Exceeded Annual goal at 132% 2020: Exceeded Annual goal at 283% 2019: Exceeded Annual goal at 112% 2018: Exceeded Annual goal at 233% - Received Quantum Leap Award 2017: Exceeded Annual goal at 130% 2016: Top Sales Rep Percent to Quota at 288% - Received Quantum Leap Award 2015: Exceeded Annual goal at 131% Show less

    • Hospitals and Health Care
    • 700 & Above Employee
    • Finance Development Manager - MidWest Zone
      • Sep 2014 - Jan 2015

      - Drive net new financing business in Midwest Zone (5 sales teams, covering 14 states). - Coordinate efforts between Siemens Medical division and Siemens Financial Services sales team. - Advocate for Siemens Medical sales team to finance companies both internal (Siemens Financial Services) and external (various third party finance companies) to place all business that had both standard and non-standard leasing requirements. - Represent Siemens Medical for all other leasing related issues in the zone not related to origination, but requiring leasing expertise. Show less

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Regional Vice President
      • Jun 2012 - Aug 2014

      Provide equipment finance solutions for hospitals of all sizes, specializing in long term relationships utilizing true leases that match ever-changing technology and useful life timeframes. Manage relationships with systems as large as Christus and Baylor affiliates, as well as Community, rural and Critical Access Hospitals that are vital to rural America. Provide equipment finance solutions for hospitals of all sizes, specializing in long term relationships utilizing true leases that match ever-changing technology and useful life timeframes. Manage relationships with systems as large as Christus and Baylor affiliates, as well as Community, rural and Critical Access Hospitals that are vital to rural America.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Regional Sales Manager
      • Nov 2010 - Apr 2012

      -Developed both the Rocky Mountain Region and Southern California Region -Financed Machine Tool, IT, Broadcasting and Entertainment, Construction, Materials Handling, Golf and Turf, and Printing equipment. -Closed fair market value leases, full payout leases, and loan solutions ranging from $10,000 - $1,000,000 with an average of $250,000. -Serviced independent dealers (Band Pro, Key Code Media, Golf Ventures West) and third party finance companies (ex: MPM Leasing, Intech, All Media Capital,) -New program onboarding (Tennant, JPS) -Assisted in training of new peers in sales roles Show less

    • United States
    • Medical Equipment Manufacturing
    • 700 & Above Employee
    • Region Finance Manager
      • Aug 2008 - Jun 2010

      -#1 territory growth in 2009 with 137% growth in first full year booking over $33MM in business. -Top 2010 YTD growth of 39% -Closed first Global Master Lease in company history -Closed the largest single finance transaction in company history -Closed multimillion dollar contracts with multiple large hospital networks. -Advised CFO’s, CEO’s, COO’s, CNO’s, and board members at Hospitals, Surgery Centers, and Healthcare ownership companies on creating financial solutions meeting requirements and financial objectives. -Responsible for all leasing activity for the Southwest Region consisting of 16 Sales teams and approximately 185 sales reps. Concentration of activity in Texas and surrounding states, but booked business in over 12 states. -Negotiated contract terms and conditions, structuring, and pricing. -Worked with commercials leasing as well as municipal tax leases. -Converted over 50% of lease expirations to new customer equipment solutions. -Lead “Total Solution” selling. -Respond to RFP, and RFQ’s, with sales staff providing accurate finance solutions and pricing. Show less

    • Netherlands
    • Printing Services
    • 700 & Above Employee
    • Director - Financial Services, South
      • Apr 2001 - Aug 2008

      -Grew Lease revenue by 44% -Managed two direct field sales reports, which supported the leasing activities of over 40 sales teams with over 275 sales executives. -Integral leader of launch team for newly acquired sales division. Accomplishing integration in less than 90 days. -“Innovator of the Year” award in recognition of continual new product introductions. -Exceeded division profitability goals every year. -Train all new hire sales staff and performed ongoing training of existing sales staff in region on the effective use of leasing in sales. -Structure leasing transactions with unique setups including delays, intros, odd terms, step payments, etc. -Structure leasing transactions with tax implications needing to comply with FASB 13 rules. -Worked with commercial leases, as well as Municipal Lease, and GSA Federal Leasing programs. -Meet with financial decision makers (CFO, owners, controllers, etc.) on specifics of leasing terms, structure & pricing. -Present and negotiate credit approval and terms with customers. Show less

  • Matsco (Now Wells Fargo Practice Finance)
    • Emeryville, California, United States
    • Practice Finance Specialist
      • Mar 2000 - Apr 2001

      -Sales performance: 2000 - 119% of quota in a new region. -Exceeded sales revenue goals in newly opened region with no existing referral relationships. -Perform financial statement/cash flow analysis and credit evaluation of loan submittals. -Negotiate financing solutions to meet credit requirements and to fulfill customer needs. -Negotiate structuring and pricing for each transaction to balance regional goals with company goals. -Manage funding process with sales support staff to ensure proper documentation and perfecting lien position. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • District Sales Manager
      • May 1997 - Mar 2000

      -Sales performance: exceeded 100% of goal for 1998 and 1999 each year opening new territories for the company. -Perform financial statement analysis and credit evaluation of loan submittals. -Negotiate financing solutions to meet credit requirements and to fulfill customer needs. -Managed sales team throughout the funding process to ensure proper documentation and perfecting lien position. -Sales performance: exceeded 100% of goal for 1998 and 1999 each year opening new territories for the company. -Perform financial statement analysis and credit evaluation of loan submittals. -Negotiate financing solutions to meet credit requirements and to fulfill customer needs. -Managed sales team throughout the funding process to ensure proper documentation and perfecting lien position.

Education

  • University of Phoenix
    MBA, Business
    2002 - 2003
  • Southern Utah University
    BACHELOR OF SCIENCE, Business Administration; an emphasis on Marketing
    1994 - 1997

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