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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Revenue Officer
      • Jun 2022 - Present

      New York City Metropolitan Area

    • United States
    • Financial Services
    • 1 - 100 Employee
    • President & CEO
      • May 2019 - Present

      Plainview, NY About Macrolease Established in 1969, Macrolease is a full-service, equipment finance company specializing in servicing the fitness, franchise, nonprofit, and healthcare markets. In 2005 Macrolease became a subsidiary of Bank Rhode Island. For more information, visit www.macrolease.com. About Bank Rhode Island Bank Rhode Island, a wholly owned subsidiary of Brookline Bancorp, Inc. (NASDAQ:BRKL), is a full-service, FDIC-insured financial institution headquartered in Providence… Show more About Macrolease Established in 1969, Macrolease is a full-service, equipment finance company specializing in servicing the fitness, franchise, nonprofit, and healthcare markets. In 2005 Macrolease became a subsidiary of Bank Rhode Island. For more information, visit www.macrolease.com. About Bank Rhode Island Bank Rhode Island, a wholly owned subsidiary of Brookline Bancorp, Inc. (NASDAQ:BRKL), is a full-service, FDIC-insured financial institution headquartered in Providence, Rhode Island. The bank operates 20 branches and more than 55 ATMs throughout Providence, Kent, Newport and Washington Counties. For more information, visit www.bankri.com. You can also find BankRI on Facebook at www.Facebook.com/BankRhodeIsland. Show less

    • Travel Arrangements
    • 1 - 100 Employee
    • Chief Growth Officer
      • Mar 2017 - Mar 2019

      Pittsburgh, Pennsylvania Selected by senior leadership to serve as senior executive of fourth-largest bank-owned leasing company with over $16,000,000,000 in assets. Uncovered new ways to grow and expand business. Collaborated constantly with leaders of nine different lines of business to help develop strategies for growth. Helped create more efficient and business-friendly internal processes. Opened new markets, expanded into new product lines, and targeted different customers. Developed tactical plans with… Show more Selected by senior leadership to serve as senior executive of fourth-largest bank-owned leasing company with over $16,000,000,000 in assets. Uncovered new ways to grow and expand business. Collaborated constantly with leaders of nine different lines of business to help develop strategies for growth. Helped create more efficient and business-friendly internal processes. Opened new markets, expanded into new product lines, and targeted different customers. Developed tactical plans with milestones, SLAs, and KPIs for measurement. Partnered with bank's innovation team to develop new tools and products that helped modernize bank. Chosen by leadership to serve as Director of Market Intelligence Group, handling all asset management, pricing, marketing, and reporting for entire business. Generated revenue through management of "Buy Desk," Business Credit market, as well as nascent Business Banking initiative. Managed bank’s Development Program, which involved training and educating newly hired college graduates, molding into future leaders.

    • Senior Vice President - Head of Vendor Finance
      • Feb 2007 - Feb 2017

      Managed all aspects of PNC Equipment Finance's Vendor Finance business with annual production of $1,500,000,000 in 2016. Focused business in three main markets: technology, sports, and entertainment and diversified industries. Oversaw both current production as well as new business development. • Grew overall annual production from $500,000,000 to $1,500,000,000. • Consistently exceeded annual targets for both volume and spread. • Brought in marquee vendor program with Microsoft,… Show more Managed all aspects of PNC Equipment Finance's Vendor Finance business with annual production of $1,500,000,000 in 2016. Focused business in three main markets: technology, sports, and entertainment and diversified industries. Oversaw both current production as well as new business development. • Grew overall annual production from $500,000,000 to $1,500,000,000. • Consistently exceeded annual targets for both volume and spread. • Brought in marquee vendor program with Microsoft, which grew to annual production of over $400,000,000. • Partnered closely with senior executives at some of the largest technology companies in the world, including Microsoft, IBM, Oracle, and Dell/EMC. • Created sports and entertainment vertical to focus on golf course equipment as well as stadium and broadcast technology.

    • Professional Training and Coaching
    • Founder, President & CEO
      • Feb 1999 - Jan 2007

      Plainview, NY Founded specialized asset and leasing company. Focused on aviation ground support business and technology vendor programs. Brokered paper for major technology companies and other financial institutions. Managed all aspects of business, including sales, business development, finance, marketing, and accounting.

    • United States
    • Individual and Family Services
    • Senior Vice President, Chief Financial Officer
      • Apr 1994 - Dec 1998

      Greater New York City Area Full Service Leasing Company specializing in Information Technology related assets CFO of company before, during and after IPO. Prepared S-1, 10-Ks and 10-Qs. Worked on acquisition of 3 companies.

    • Chief Financial Officer
      • 1989 - 1993

      Greater New York City Area Chief Financial Officer of US Subsidiary of Swiss based public company. Joined company at inception of US operations. The company acted as a Lessor and dealer of information technology assets with a speciality in cross boarder transactions

    • Controller
      • Nov 1983 - 1989

      Greater New York City Area Controller of US Sub of UK based public company that acted as Lessor and dealer of Information Technology assets.

    • Accountant
      • Aug 1981 - Nov 1983

      Audit and Tax work

Education

  • University at Albany, SUNY
    BS, Accountant
    1977 - 1981
  • The State University of New York
    Bachelor of Science - BS, Accounting

Community

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