Experience

National Legacy Capital Group

• United States
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • Apr 2018 - Present

  National Legacy Capital Group serves growing and established companies across the United States and Canada. Our mission is to provide our clients the financial solutions they need to create a lasting legacy for decades to come. That’s why we offer a variety of services including equipment financing and leasing, small business loans, small business lines of credit, revolving asset-based lines of credit, vendor programs, franchise programs and more. Whether you need a master lease line of credit for your business or you are looking for easier, more affordable ways to sell equipment to your customers, we’re here to help every step of the way. Specialties: Equipment Leasing and Financing Small Business Finance Business Lines of Credit Vendor Financing Working Capital Loans Medical Equipment Financing FF&E Finance Asset Based Lending In the equipment finance and leasing vertical, we provide business owners the opportunity to obtain new and used equipment. We ensure that each client takes full advantage of the many benefits equipment leasing has to offer including tax write-offs, building business credit, 100% financing (including soft costs such as installation, shipping and training) and conserving capital. We can accommodate each request by creating opportunities to customize terms to meet specific needs such as Deferred Payments, Seasonal Payment Leases, Skip Payment Leases, and Step Up Payment Leases. Programs offered ($10,000 to $30M+) Equipment Financing and Leasing Small Business Loans Small Business Lines of Credit Vendor Finance Programs Purchase Order Financing Master Lease Lines of Credit Asset Based Lines of Credit (A/R, Inventory, Equipment, R/E), Franchise Financing We are excited about the opportunity to help our clients improve their cash flow, protect their assets, and ultimately grow their revenues. www.NationalLegacy.com



Mulligan Funding, LLC

• United States
• Financial Services
• 100 - 200 Employee

• Senior Vice President of Sales

  • Oct 2018 - Feb 2021

  As the Senior Vice President of Sales at Mulligan Funding I motivate, direct, and lead multiple sales channels within the organization, as well as lay its foundation for expansion. At Mulligan Funding, we understand the value that accessing reliable working capital plays in being able to compete in a demanding marketplace. We also understand the frustration of being denied access to small business financing or being subjected to an unnecessarily complicated process. In light of these revelations, Mulligan Funding was founded to specifically serve the unique financial needs of small to medium sized businesses. To date, Mulligan Funding has funded over $100M and served over 50,000 clients of all sizes and across many industries. As a private, family-owned business, we have the flexibility to offer a variety of business funding options and a level of service that traditional banks are incapable of providing. The Mulligan experience ensures that everyone within the organization, from your personal account representative to executive leadership, hears your voice. Specialties: • Working Capital Loans • Small & Medium Sized Business Loans • Business Line of Credit • Business Financing • Merchant Cash Advance • Finance • Structured Finance Technology • Commercial Litigation • Human Rights Law


Alliance Funding Group
• United States
• Financial Services
• 1 - 100 Employee
• Vice President - Working Capital Division

  • Apr 2015 - 2018

Commercial Finance and Leasing Bank of Cardiff
• Vice President - Equipment Finance

  • Jan 2013 - Mar 2015


AXIS Capital, Inc.

• Real Estate
• 1 - 100 Employee

• Senior Finance Manager

  • Jul 2012 - Jan 2013

  I provide equipment leasing for businesses nationwide in all industries and equipment types. Vendor leasing and Finance programs for small to fortune 100 sized vendors with equipment types ranging from technology, software, hardware, to medical device, material handling and heavy equipment, construction, computers, telecommunications, tooling, machinery and more. I specialize in both App Only lease programs to $250K for vendor finance and business owners as well as Mid Ticket Leasing from $250,000 to $5,000,000+



Equipment Leasing

• Financial Services
• 1 - 100 Employee

• Director, Team Leader

  • Jan 2006 - Oct 2012

  7 years of equipment leasing experience ranging from National Account Manager to Sales Director to Team Leader. Wearing different hats and working in different sectors of equipment leasing has given me the tools and experience necessary to provide the best possible customer service and best programs that exist in today's market. I've transacted business in many different markets from specialized Medical and Dental Equipment Financing to Manufacturing, IT, Telecommunications, Material Handling, Construction, Coal Mining, Packaging, Automotive, Hospitals, Aesthetics, Dermatology, Chiropractors, Restaurants, Nightclubs and Animal Clinics.


North Star Funding Corporation
• National Accounts Manager Equipment Leasing

  • Dec 2008 - Jul 2012

Five Point Capital
• United States
• Equipment Finance Specialist, Team Leader

  • 2006 - 2008