Rinaldi Interviews Orion First’ Schaefer About Third-Party Servicing and More



As part of his Leasing Avenues video blog series, Bob Rinaldi, president of Rinaldi Advisory Services, sat down with leasing and finance entrepreneur David T. Schaefer, CEO of Orion First, for an exclusive interview.

In the six-part interview, Rinaldi and Schaefer discussed changing perceptions around third-party servicing in equipment financing, the impact of the COVID-19 pandemic on the perception and mainstreaming of thought of Orion’s customers, when servicing can be a competitive advantage for a leasing company and more.

Rinaldi Advisory Services provides advisory services to independent lessors, financial
institutions, equipment finance industry service providers and manufacturers. The firm’s primary services include strategic planning and confidential advisory services to principals and executives of equipment finance companies and regulated financial institutions in the equipment finance industry.

Orion First, founded in 2001, is a commercial loan and lease portfolio servicer that provides a suite of services and products to manage the life cycle of a borrower.


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