Experience

Insight Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• EVP, Director of Corporate and Enterprise Leasing Sales

  • Sep 2020 - Present

  • 25 years of experience working with corporate & enterprise customers / strategic partners • Leading sales efforts of corporate and enterprise sales team• Coach and mentor for direct reports as well as other IFS sales personnel • Consistently recognized as a top producer • Structuring Expert• RecruitingInsight Financial Services (IFS), a division of Insight Investments, LLC, delivers financially transparent technology leasing solutions for businesses acquiring hardware, software and associatedservices. Its Asset Management Online System (AMOS) provides anywhere, anytime asset management. IFS serves more than 400 active customers with a managed portfolio in excess of $1 Billion. Show less

• Senior Vice President & Regional Director

  • Mar 2008 - Sep 2020

  Responsible for originating and managing new relationships and leasing transactions with a focus on technology and medical equipment related assets. Target markets include commercial, healthcare and legal. With a focus on establishing new relationships my experience and success thrives on adding value for my clients. Middle-market and enterprise customers benefit from the unique value proposition offered by IFS along with my personal approach in helping my clients manage their cash flow and working with them to execute their IT refresh strategies. Show less



US Bancorp Oliver Allen Technology Leasing

• Vice President

  • Aug 2001 - Mar 2008

  Focused on the origination and management of leasing relationships with an emphasis on technology related assets with middle-market to Fortune 500 commercial accounts. With an expertise in prospecting, building and cultivating customer relationships, trade shows, working with corporate bankers, transaction structuring and Master Lease negotiations. I have always focused on the customer by listening to their business concerns, requirements for their company growth and most importantly structuring a lease contract that benefited them both short-term and long-term. Show less



Bankers Direct Leasing, A division of ABN AMRO Group

• District Manager

  • Mar 1995 - Aug 2001

  Responsible for prospecting and originating equipment leasing transactions with middle-market and enterprise customers with a focus on technology related assets. Responsible for prospecting and originating equipment leasing transactions with middle-market and enterprise customers with a focus on technology related assets.