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Odessa Taps Fintech Expert Montgomery to Lead Global Sales as Chief Revenue Officer

Odessa named Nate Montgomery its chief revenue officer. Montgomery joins Odessa after 20 years at the software company Eagle Investment Systems, where his experience with investment-management software spanned multiple roles, including head of global sales. read more

Sumitomo Appoints Tanaka as Head of New York Branch

Sumitomo Mitsui Finance and Leasing (SMFL), a member of SMBC Group, has appointed Koichi “Ko” Tanaka as head of SMFL U.S.’s New York Branch. Tanaka is a corporate finance executive with over 30 years of investment banking and leasing experience. read more

Trinity Capital Expands Operations into Europe, Hires Fox to Lead New Venture

Trinity Capital is strategically expanding into Europe with the appointment of London-based Craig Fox as managing director. This initiative aligns with the company’s long-term vision of supporting high-growth companies globally. read more

Penske and ForeFront Form Penske Energy to Support Commercial Fleets on EV Infrastructure

Penske Transportation Solutions and ForeFront Power have formed a new joint venture, Penske Energy, which aims to help commercial fleet operators plan, design and deploy optimized EV charging infrastructure capabilities that support and safeguard their operations. read more

KLC Financial Hires 11 New Team Members

KLC Financial hired 11 new team members in various areas of expertise—Dan Gorder, Mainhia Moua, Seth Felts, Mike Cunningham, Karley Grandell, Cody Robak, Joie Furuseth, Ashley Sauter, Jerry Vang, Arianna Valena-Nelson, Kelli Hall. read more

Greenbrier Names Donfris Chief Financial Officer

The Greenbrier Companies hired Michael J. Donfris as chief financial officer following a nationwide search. Donfris will initially be senior vice president, finance. He will become Greenbrier’s chief financial officer and principal financial officer in July. read more

Manufacturers Capital Appoints Philpott to Regional Sales Manager

Mae G. Philpott, CLFP began a new position as regional sales manager for North Carolina, South Carolina and Virginia at Manufacturers Capital, a division of Commercial Credit Group, according to a LinkedIn post from Philpott. read more

In Memoriam: Raquel O’Leary, AP Equipment Financing (1976 – 2024)

AP Equipment Financing issued a statement regarding the passing of Raquel O’Leary, who lost her courageous battle with cancer on May 18, 2024. Her passing is a monumental loss to all communities, where she was not only a natural leader but also a mentor and a friend to many. read more

Lyle Joins North Mill Equipment Finance as Chief Experience Officer

Thomas Lyle has joined North Mill Equipment Finance (NMEF) as executive vice president and chief experience officer. Lyle brings over two decades of senior operational experience from leading global equipment finance platforms to NMEF. read more

Gross to Receive ELFA’s 2024 David H. Fenig Distinguished Service in Advocacy Award

The Equipment Leasing and Finance Association (ELFA) has selected Edward K. Gross, shareholder at Vedder Price, to receive its 2024 David H. Fenig Distinguished Service in Advocacy Award. read more

Broad Fit Financial Promotes Michael Grant to Vice President of Sales

Broad Fit Financial elevated Michael Grant to vice president of sales. With an impressive career spanning over three decades in the fitness equipment sector, Grant’s new role will expand on his extensive expertise to further enhance Broad Fit Financial’s growth and customer engagement opportunities. read more

Equify Financial Announces Key Promotions to Strengthen Leadership Team

Equify Financial promoted four distinguished team members to key leadership positions. These strategic promotions reflect the company’s commitment to recognizing and nurturing talent from within and are pivotal to Equify’s continued growth and success. read more

Post Road Equipment Finance Expands its Risk Team to Support Growth

Post Road Equipment Finance has added three new risk employees — Sean Feibusch, Max Coleman and Matthew Gilshteyn — who will each assist with new business underwriting as well as portfolio management responsibilities. read more

Redaptive Appoints Gorham as Capital Markets Leader

Redaptive, an energy-as-a-service and financing solutions provider, appointed Kenneth Gorham as its new capital markets leader. Gorham comes to Redaptive with over 35 years of experience. Most recently, he served as the director of equipment finance, capital markets at Truist Bank. read more

Peterson Named Monitor’s Leader of the Year at Converge 2024

Brad Peterson, CEO of Channel, was named Leader of the Year at Converge 2024. This recognition speaks to Peterson’s widely respected approach to leadership, its impact on his team and his legacy of invaluable contributions to the equipment finance industry. read more

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Terry Mulreany
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