SUMMARY

I am a Lease and Finance Executive with a proven record of success. I have over
25 years of experience within the Equipment, Software and Services finance indus
try. I have very broad experience, having been responsible for virtually every a
spect of the leasing business. I have worked for small privately held firms as w
ell as for multinational companies, and have a record of significant contributio
ns within each of them. I possess commercial, tax-exempt and non-profit leasing
experience, with special expertise within the tax-exempt and not for profit area
s, having extensively financed State and Local Governments, Higher Education, an
d K-12 entities.
PROFESSIONAL EXPERIENCE
Competitive Equipment Leasing Roswell, GA
2010 Present
Founder and President
Competitive Equipment Leasing was founded to address customer and vendor needs f
or assistance in leasing equipment, software and services
Cisco Systems Capital Atlanta, GA 2006 -
2009
Regional Leasing Manager Public Sector Finance
Responsible for financing Cisco and non-Cisco Equipment, Software, and Services
covering customers in the Mid-Atlantic and Southeast United States
Partnered with Cisco Sales Representatives to call on end users (25% non-Cisco
equipment, services and support)
Generated transactions ranging from $25 thousand to $10 million; average of $.5
million
Handled a variety of finance products e.g. FMV, Lease Purchase (Capital Lease),
Tech-Refresh, Tax-Exempt and Not for Profit (501-C-3) structures
Managed relationships with reseller partners
Handled majority of contract negotiations
Accomplishments:
* Achieved over 100% of quota during the last quarter employed at Cisco receivin
g a bonus for being one of only two public sector leasing managers exceeding quo
ta
* Achieved 102% of quota for 2009 with $26.2 million in volume
* Achieved 92% of quota for 2008 with $27.5 million in volume
Siemens Financial Services Atlanta, GA 2004 - 2
006
Regional Sales Manager: Project Finance
Responsible for commercial, tax-exempt, and non-profit (501-C-3) transactions fo
r Siemens Building Technologies (energy systems), Siemens Dematic (conveyor syst
ems), U.S. Filter (large water and sewer projects) and Siemens Telecommunication
s in Connecticut, Massachusetts, New York, Rhode Island and the Southeast
Originated telecommunication finance and lease business with transactions rangi
ng from $.5 million to $5 million; average of $1 million
Generated project finance deals, e.g. co-generation, conveyor (logistics and au
tomation), energy conservation and water/sewer, with transactions ranging from $
1.5 million to $5 million; average $ 3 million
Accomplishments:
* Ranked #1 in Sales Volume for 2006 with $26.5 million in volume; 120% of quota
* Ranked #3 in Sales Volume for 2005 with $20.5 million in volume; 114% of quota
Academic Capital Group, Inc. Atlanta, GA 2000 - 2004
Regional Sales Manager
Responsible for tax-exempt and non-profit (501-C-3) transactions for assigned ve
ndors and direct customers within the Mid Atlantic, South-Central and Southeast
territories
Accomplishments:
* Generated $970 thousand in profit during the first year of employment
ADDITIONAL RELEVANT EXPERIENCE
Senior Finance Manager, PeopleSoft Finance - Ranked #1 in Sales Volume 1998 and
1999
Managing Director-Municipal Finance and Director Asset Management and Sales, MFP
Technology Services
Numerous Lease Finance and Business Development positions, Unisys Finance Corpor
ation and Unisys Corporation
EDUCATION
MBA Finance California State University, Los Angeles
B.S. Finance San Diego State University