Experience

Dimension Funding, LLC

• Vice President of Business Development/Strategic Vendor Accounts

  • Oct 2023 - Present

  Charlotte, North Carolina, United States



Tandem Finance

• National Director of Business Development US

  • Oct 2022 - May 2023

  Charlotte, North Carolina, United States As part of my role, I successfully oversaw and developed the Capital Markets and Commercial regional bank referral programs. This involved managing and outsourcing fallout transactions for various industries, including manufacturing, heavy equipment, construction, and vocational transportation firms. I maintained a consistent outreach strategy, establishing connections with over 500 banks across the United States, ranging from regional to national and local decision makers. Through… Show more As part of my role, I successfully oversaw and developed the Capital Markets and Commercial regional bank referral programs. This involved managing and outsourcing fallout transactions for various industries, including manufacturing, heavy equipment, construction, and vocational transportation firms. I maintained a consistent outreach strategy, establishing connections with over 500 banks across the United States, ranging from regional to national and local decision makers. Through consultations and advisory services, I effectively acquired new clients and nurtured existing relationships within the portfolio. One of my key accomplishments was executing new and existing client accounts, deploying commercial finance solutions tailored to their needs. I sourced finance transactions to both local and regional transportation and heavy equipment Original Equipment Manufacturers (OEMs) and dealerships on a national scale. Additionally, I facilitated syndication solutions with private equity firms, facilitating portfolio swaps, purchases, and discount acquisitions of commercial leasing portfolios. To drive business development, I engaged in various activities such as cold calling, networking, and delivering presentations to banks and capital markets groups. This resulted in acquiring new clients for the firm and placing strong emphasis on client retention to drive revenue growth. Attending conferences and actively participating in industry associations such as NEFA, ELFA, NAFEM, ABA, and multi-state banking associations was an integral part of my professional development. By leveraging these opportunities, I generated new revenue and consistently surpassed profit targets set by the firm. Working closely with management teams, I collaborated on implementing calls and training platforms, with a specific focus on Equipment Finance, in order to drive referrals from my extensive network. Unfortunately, due to significant workforce reductions, my role was eliminated. Show less



Arboretum Commercial Finance

• Regional Business Director Commercial Equipment Finance

  • Jul 2020 - Jun 2022

  Charlotte, North Carolina, United States As a business development professional in the field of commercial equipment leasing and finance, my primary focus has been on acquiring new clients and overseeing various aspects of the process. I have demonstrated particular expertise in the manufacturing, heavy equipment, and transportation industries. By fostering strong collaboration with vendor programs at dealerships, I have successfully sold commercial finance services to both local and regional dealerships, effectively driving new… Show more As a business development professional in the field of commercial equipment leasing and finance, my primary focus has been on acquiring new clients and overseeing various aspects of the process. I have demonstrated particular expertise in the manufacturing, heavy equipment, and transportation industries. By fostering strong collaboration with vendor programs at dealerships, I have successfully sold commercial finance services to both local and regional dealerships, effectively driving new revenues through the implementation of strategic programs. In my role, I proactively developed new accounts by employing a range of methods, including cold calling, networking, and leveraging referrals to banks and Capital Markets groups. This approach has allowed me to engage with a diverse account base spanning multiple industries, with a specialized emphasis on commercial equipment finance. I consistently strive to be at my peak, enabling me to achieve significant customer account growth across the Eastern US within the commercial equipment leasing portfolio transactions. further expanding our market presence, I implemented highly productive strategies to successfully sell to small to mid-ticket heavy equipment dealerships throughout the southeast, with transaction sizes ranging from $500K to $100MM. Recognizing the importance of knowledge transfer, I also took on the responsibility of training and consulting local and regional banks on equipment finance. By integrating loan portfolio performance, I enabled them to optimize their equipment finance offerings. Furthermore, I facilitated the development of platform channel management, effectively driving the acquisition of new accounts for Arboretum. Overall, my professional experience demonstrates a comprehensive skill set in new client acquisition, collaborative vendor relationships, strategic sales approaches, and consultative expertise in commercial equipment leasing and finance. Show less



Bay Street Advisory Group Inc.

• Managaging Shareholder/Owner

  • May 2012 - Jul 2019

  Charleston, South Carolina Metropolitan Area Consulted and advised regional bank branches to engage new / existing clients in portfolio. Collaborated with management teams to ensure referrals through executing calls and training platforms with focus on Equipment Finance. Executed cross selling strategies into corporate clients and end users as well as assisted with 3rd party funding for client retention. Drove continuous revenue growth through cold calling and networking with existing contacts. Worked successfully across multiple… Show more Consulted and advised regional bank branches to engage new / existing clients in portfolio. Collaborated with management teams to ensure referrals through executing calls and training platforms with focus on Equipment Finance. Executed cross selling strategies into corporate clients and end users as well as assisted with 3rd party funding for client retention. Drove continuous revenue growth through cold calling and networking with existing contacts. Worked successfully across multiple channels within banks, credit unions, and private lenders to source funding for fall out transactions or portfolios not within the risk grades for clients. *Delivered effective training aimed at enhancing the skills set of staff to sell services for property. *Cold called and build and engage commercial banks platforms to cross sell equipment finance within branches. *Highly successful at outreach to new banks as well as existing relationships to maintain revenue growth. *Boosted revenue as well as ensured better profit margin for bank clients by developing and implementing effective sales and marketing strategies across commercial lending divisions. Show less