The Equipment Leasing and Finance Association announced that 30 member employees completed its two-day, instructor-led “Principles of Equipment Leasing and Finance” curriculum, culminating in the completion of an exam and the awarding of certificates of achievement signifying their exposure to and understanding of the basics of equipment leasing and finance.
The members employees are:
- Tommy Anderson, Lease Development Representative, Data Sales
- Kevin Angelo, Sales Manager, Financial Partners Group
- John Doering, Senior Vice President of Business Development, Macquarie Corporate and Asset Finance
- Liz Evans, Chief Audit Executive, KLC Financial
- Marcel Fournier, CPA, Regional Credit Officer, Huntington Equipment Finance
- Wyatt Gaulke, Credit Analyst, Data Sales
- Andy Gohsman, Risk Management Associate, BMO Harris Equipment Finance
- Adrienne Helfer, Vice President, Signature Financial
- Dana Howng, Vice President of Strategic Client Solutions, Macquarie Corporate and Asset Finance
- Jeremy Jordan-Jump, Product Manager, Lithography, Macquarie Corporate and Asset Finance
- Jim Knutson, Commercial Accountant, BMO Harris Equipment Finance
- Eric Larsen, Vice President, Macquarie Corporate and Asset Finance
- Vince Locicero, Business Development Associate, TD Equipment Finance
- Jacob Mathes, Senior Financial Analyst, Wintrust Commercial Finance
- Joe O’Brien, Equipment Finance Relationship Manager, Fifth Third Bank
- Caitlin O’Neill, Pricing Analyst, TIAA Bank
- Nate Obringer, Associate Relationship Manager, Fifth Third Bank
- Jeff Okeke, Manager – Commodities and Global Markets, Macquarie Corporate and Asset Finance
- Carolina Patiño, Senior Finance and Risk Consultant, Kin Analytics
- John Petlon, Senior Marketing Manager, Financial Partners Group
- Ben Phillips, Accounting Analyst, VFS
- Danny Pistorio, Business Development Associate, Madison Capital
- Jodi Raiford, CPA, Corporate Accountant, KLC Financial
- Katharine Rudzitis, Vice President of Specialized and Asset Finance, Macquarie Corporate and Asset Finance
- Kelly Ruggiere, Assistant General Counsel, Wintrust Commercial Finance
- German Ruiz, Sales Director, Madison Capital
- Max Schultz, Relationship Management Associate, BMO Harris Equipment Finance
- Nik Schultz, Risk Analyst, SMBC Leasing and Finance
- Chris Spadafora, Credit Analyst, Signature Financial
- Remy Wilkison, Associate, Stonebriar Commercial Finance
The Principles of Equipment Leasing and Finance Workshop is designed to teach the fundamentals of personal property commercial equipment leasing and finance. Attendees earn 19 CPE credits, as the ELFA is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
The next Principles of Equipment Leasing and Finance Workshop will take place Sept. 27 to Sept. 29 at ELFA Headquarters in Washington, D.C. ELFA members also have the option to host a workshop at their own facilities.
