Experience

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  Self-employed

  • Project Funding Advisor

    • Feb 2021 - Present

    AboutForty years of successful product and financial sales, sales management and budget center management in the commercial sales, manufacturing and in both the capital project and equipment leasing market sector.Currently working with clients to provide them with an independent, highly experienced external staff resource to both structure and source the optimum budget friendly payment solution for various capital budget projects.Advisory services become a specific and identifiable project cost and include (i) strategic planning with project team, (ii) lease vs. purchase balance sheet/budget analysis, (iii) equipment residual and refresh analysis, (iv) multiple funding source prospect identification, (v) RFP initiation, management and analysis, (vi) solution recommendation and (vii) contract negotiation/preparation for legal review. Client Benefits: secure the optimum project funding solution on a competitive basis for each project while internal staff remain focused on completion of day-to-day responsibilities.

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  Enterprise Lease Solutions, LLC (ELS)

  • 6730 VIP Parkway, Syracuse, NY 13211

  • Business Development Manager

    • Oct 2017 - Feb 2021
    • 6730 VIP Parkway, Syracuse, NY 13211

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  Ontario Credit Corporation

  • 6730 VIP Parkway, Syracuse, NY 13211

  • Business Development Manager

    • Oct 2017 - Feb 2021
    • 6730 VIP Parkway, Syracuse, NY 13211

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  COMPUTER GALLERY

  • 6730 VIP Parkway, Syracuse, NY 13211

  • Business Development Manager

    • Oct 2017 - Feb 2021
    • 6730 VIP Parkway, Syracuse, NY 13211

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  Funding-as-a-Service

  • East Syracuse, NY

  • Contract Consultant

    • Sep 2010 - Oct 2017
    • East Syracuse, NY

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  Forsythe Solutions Group

  • Financial Services Manager

    • Jan 2006 - Sep 2010

    supported VAR account reps to address budgetary and funding challenges to optimize transaction value and account penetration

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  Capital Management Consultants, Inc.

  • President/Proprietor

    • 1991 - 2005

    On a project by project basis, CMC provided CFOs and Treasurers access to an experienced funding consultant that would (i) meet with the project team to identify, assess, and fully understand key operational requirements, (ii) search the financial community for competitive funding entities, (iii) request, review and negotiate funding proposals and ultimately (iv) provide the client with multiple, ready to execute funding recommendations.

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  CIS Leasing

  • Chief Marketing Officer

    • 1984 - 1991

    CIS Leasing was one of the three top IT leasing companies in the USA., generating annual lease originations approaching $1B per year.Positions held: sales rep (`84), major account rep (`86), NE region sales manager ('87), VP of Pricing & Residuals (`88) and finally, Chief Marketing Officer (`90).

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  Xerox Corporation

  • National Account Manager

    • 1973 - 1984

    Positions held: sales rep, major account rep, product sales manager, National Account Manager responsible for all Xerox business relationship issues/opportunities internationally with five major corporate clients.