NextGen - Monitordaily

2024 Monitor NextGen: Aimee Jackson, Account Management Supervisor, Great American Insurance Group, Specialty Equipment

As a supervisor, Aimee Jackson has the unique opportunity to continue to work with equipment finance companies while coaching her team. She emphasizes fundamentals of effective relationship building and strategic account management processes. Jackson works diligently with an array of…

2024 Monitor NextGen: Susie Kalinay, Equipment Finance Inside Sales Associate, 1st Equipment Finance

July 15, 2024 1st Equipment Finance | NextGen | Susie Kalinay Monitor Staff

Through both practical experience with leaders and her studies in leadership during her MBA program at Wilkes University, Susie Kalinay has come to understand that leadership fundamentally revolves around people. “Recognizing the importance of followership alongside leadership is crucial, as…

2024 Monitor NextGen: Garrett Kautz, Vice President, Relationship Sales Officer, Auto Light Truck, 1st Source Bank

July 15, 2024 1st Source Bank | Garrett Kautz | NextGen Monitor Staff

Nearly 11 years ago, Garrett Kautz joined 1st Source Bank as a corporate management trainee, gaining experience across various areas of the bank. In his current role, Kautz manages the bank’s sales efforts on the east coast, specializing in auto…

2024 Monitor NextGen: Jenaleigh Lathrop, Equipment Finance Trainer, Arvest Equipment Finance

July 15, 2024 Arvest Equipment Finance | Jenaleigh Lathrop | NextGen Monitor Staff

Jenaleigh Lathrop embarked on her banking journey with Arvest Bank in 2011. Over eight years and across four diverse roles, she transitioned to a sales support specialist in the equipment finance division, Arvest Equipment Finance (AEF), following her previous role…

2024 Monitor NextGen: Amanda Sapienza Leach, Vice President, Risk, SLR Equipment Finance

July 15, 2024 Amanda Sapienza Leach | NextGen | SLR Equipment Finance Monitor Staff

As the vice president of risk for SLR Equipment Finance (SLREQF), Amanda Sapienza Leach specializes in underwriting mid- to large-ticket, complex transactions across various industry verticals including construction, machine tools and specialty manufacturing. In her role, Leach enhances departmental workflows,…

2024 Monitor NextGen: Lisa Lefebure, Chief of Staff, GreatAmerica Financial Services

July 15, 2024 GreatAmerica Financial Services | Lisa Lefebure | NextGen Monitor Staff

Lisa Lefebure stepped into the role of credit analyst with GreatAmerica Financial Services fresh out of college, immediately making an impact on the organization. She has held various roles since her start in 2007, including large transaction analyst and vice…

2024 Monitor NextGen: Bav Malhi, Founder and CEO, Lantern Capital

July 15, 2024 Bav Malhi | Lantern Capital | NextGen Monitor Staff

Central to his leadership is fostering a collaborative and inclusive work environment, driving strategic growth and consistently delivering exceptional value to clients. Malhi’s efforts aim to inspire his team, with the goal of propelling Lantern Capital to become a trailblazer…

2024 Monitor NextGen: Lilibeth Martinez, Assistant Vice President, Account Management, Assurant

July 15, 2024 Assurant | Lilibeth Martinez | NextGen Monitor Staff

If Lilibeth Martinez could change one thing about the equipment finance industry, she would focus on creating a clear path for developing the next generation of leaders. This would involve mentorship, training programs, and opportunities for young professionals to develop…

2024 Monitor NextGen: Mike McDonald, Senior Vice President of Finance, CoreTech Leasing

July 15, 2024 CoreTech Leasing | Mike McDonald | NextGen Monitor Staff

As senior vice president of finance at CoreTech Leasing, Mike McDonald spearheads the company’s financial strategies and treasury options with a focus on risk management, investment, cash management and funding. Additionally, McDonald leverages his expertise in finance, accounting, pricing and…

2024 Monitor NextGen: Ashley McDermott, Commercial Operations Manager, Assistant Vice President, Citizens

July 15, 2024 Ashley McDermott | Citizens | NextGen Monitor Staff

Ashley McDermott’s career in the equipment leasing industry began when she joined Citizens in 2011. During her tenure with the bank, McDermott’s various experiences have provided her with the knowledge, skills and network needed to be a successful leader. She…

2024 Monitor NextGen: Travis Melchior, Sales Executive, LTi Technology Solutions

July 15, 2024 LTi Technology Solutions | NextGen | Travis Melchior Monitor Staff

When Travis Melchior joined the equipment finance industry in 2016, he had a goal of understanding a new area of business. He was prepared to utilize his ability to connect with customers, understand their needs and provide solutions that had…

2024 Monitor NextGen: Andrea Moreno, Assistant Vice President of Documentation and Funding, North Mill Equipment Finance

July 15, 2024 Andrea Moreno | NextGen | North Mill Equipment Finance Monitor Staff

Andrea Moreno boasts a versatile career, starting in consumer lending before transitioning to commercial finance, then working for a broker and finally a lender. Moreno’s well-rounded experience has allowed her to develop the adaptability and innovation that she utilizes in…

2024 Monitor NextGen: Jonathan D. Nelson, General Counsel, Dedicated Financial GBC

July 15, 2024 Dedicated Financial GBC | Jonathan D. Nelson | NextGen Monitor Staff

As general counsel at Dedicated Financial GBC, Jonathon Nelson advises the executive team and leads the legal and bankruptcy business teams. These teams focus on commercial creditors’ collection litigation, replevins, commercial creditors’ bankruptcy litigation and complex commercial restructuring. Upon joining…

2024 Monitor NextGen: Kevin O’Connor, Sales Director, Beacon Funding Corporation

July 15, 2024 Beacon Funding Corporation | Kevin O'Connor | NextGen Monitor Staff

Kevin O’Connor has been working in the financial services industry since his graduation from the University of Illinois at Urbana-Champaign. He began in commercial lending before joining Beacon Funding in 2018. With a primary focus on the continued development of…

2024 Monitor NextGen: John Pfister, CEO, MAZO Capital Solutions

July 15, 2024 John Pfister | MAZO Capital Solutions | NextGen Monitor Staff

John Pfister is unwavering in his commitment to ethical business practices and integrity. When MAZO Capital Solutions was founded in 2021, it assembled a team equally dedicated to doing business the right way, ensuring that every process, interaction and decision…

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