Member/Director of Operations Oakmont Capital Services
Megan Zoba has nearly 30 years of experience in the equipment finance industry. In 1992, Zoba worked for a small, women-owned equipment leasing company. The business owner was able to thrive in a male-dominated world, and as a mentor and role model, she inspired Zoba to start her own business in the equipment financing space.
VISION FOR THE FUTURE:
“Remember to stay current with all the changes in technology while keeping the personality of the business. It is critical to have human interactions, meaning being available to speak with customers and providing a personal touch to help make financing a reality. Growth is inevitable and necessary, but the industry should always keep communication personalized.”
In 1996, Zoba branched out on her own, utilizing the connections she made during her prior role, and opened her own company, Preferred Business Leasing.
In 2009, Zoba partnered with Joe Leonard at Oakmont Capital Services. Over the past 10 years, she has been an integral part of Oakmont’s growth, which she attributes to the fantastic team built over the past decade. Zoba is most proud of that strong team at Oakmont. The current credit and funding team is robust, reliable and works well together. The daily business of equipment finance is often difficult, but Oakmont has the right people to make financing possible for customers and vendor partners. Zoba is humbled by and grateful for the dedicated team that is behind her. She values every team member and the unique skills and strengths they bring to the credit and funding processes. She also believes that working together is a differentiator. Everyone, Zoba included, is ready and willing to jump in at a moment’s notice to get the job done.
“Megan brings unique experience to our team, having been an owner or part-owner of different entities and managing various departments through the years, from third-party originations to funding,” Daryn Lecy, CLFP, vice president of operations at Oakmont Capital Services, says. “Megan cares deeply for our employees and customers. Her in-depth knowledge of our bank and funding partner requirements allows her to enhance the customer experience by adjusting on the fly.”
Zoba’s professional mission is to “work hard, stay gracious and humble, and be proud of the successes (big or small) that you have. Always acknowledge the people that have helped you get to where you are because you couldn’t have done it alone.”
One thing Zoba would change about the equipment finance industry is the perception. She believes the industry should be at the forefront of finance and seen by all as a legitimate entity that helps businesses grow. In her opinion, the industry currently sits behind traditional bank financing despite having more to offer customers.
Vice President of Technology and Data Analytics ,
Corcentric Fleet Solutions
Frank Bussone, vice president of technology and date analytics at Corecentric Fleet Solutions talks shop on employing customized structures when setting up a lease agreement. Learn how to avoid overpaying with this insider look at utilizing analytics to their maximum potential.
President and CEO,
Mitsubishi HC Capital America
To make a return-to-office plan successful, Ryan Collison, president and CEO, Mitsubishi HC Capital America, says companies need to realize that the model is about productivity and culture, not just logistics.