Bio
Experience
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Banc of America Leasing
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Boston, MA
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Senior Sales Associate
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Nov 2005 - Present
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Boston, MA
Marketing, sales support and transaction management role which includes the preparation of informational and sales presentations and proposals to clients / prospects. Client and industry sector research. Respond to complex RFPs. Preparation of internal pricing and credit committee memos. Liaison between various deal team disciplines (originators, syndicators, equipment and pricing analysts, and credit underwriters) from deal identification to closing / syndication. Help to coordinate underwriting and documentation efforts. Manage ongoing transactions form a bid response and pricing perspective. Experience in multiple industry sectors, including but not limited to transportation / rail, telecommunications, construction, general industrial, IT, healthcare, marine and natural resources / utilities and their typical assets. Work with many different types of financing structures, including loans, leases, and some experience with real estate synthetic leases (ASC-840-40-55). Targeting transactions in the $10MM - $150MM range.
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Education
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Boston University
Bachelor of Arts (BA), Finance, General
Suggested Services
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Industry Focus. “Financial Services”
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