Principal Areas of Practice
Specialties include financial sales/marketing with competencies in business development, vendor origination and retention, lease structuring, selling leasing, sales training, recruiting, risk assessment, underwriting and operations.
Experience
T. Gschwender & Associates, Inc. 2010 - Present
Regional Manager
- Commercial, mortgage and lease loan review
- Business development/marketing
- Business financing consulting
Advantage Financial Services 2002 - Present
Owner
- Small/middle ticket origination of leases – office technology, medical and other niche equipment
Panthus Capital Corporation (FKS Lighthouse Capital, Inc. 2001-2002
Vice President, Small Ticket Vendor
- Responsible for portfolio origination, target markets, design programs, rates and yields and set vendor policy
- Prepare marketing and training materials
Lighthouse Capital, Inc. 1996 - 2000
President, Small Ticket Vendor
- Responsible for portfolio origination, target markets, design programs, rates and yields and set vendor policy
- Prepare marketing and training materials
- Responsible for broker desk for fees, customer service, credit underwriting/risk assessment.
- Portfolio management, including collections, asset recovery and disposition of equipment
- Responsible for documentation and remittances, cash application, customer service, and financial reporting
The Bennett Companies 1993 - 1996
(Companies include: Aloha Capital Corporation; Resort Funding, In.; The Processing Center Inc.
Vice President, Aloha Capital Corp.
- Responsible for sales in Mid-Western Territory
- Implemented and managed on-going sales and marketing efforts in 17 states and specific private label major accounts
Director of Business Development, Resort Funding
- Created and successfully implemented the use of core competencies of the existing business infrastructure in a vertical niche.
- Responsible for lease and resort financing for timeshares in a golf-related environment.
Branch Manager – Utica (1981-1986)
- Managed daily operations of an 11-person branch; responsible for establishing and achieving goals for loan and deposit growth, as well as customer retention.
Head Golf, Inc, Fort Worth, Texas 1989 - 1990
Ohio/West Penn Territory Rev
- Responsible for generating 118% of budget selling major accounts with headquarters in other cities
Professional Golfer 1987 - 1989