New Hires/Promotions in the Leasing Business
and Related Industries

Eric Alley was promoted to Relationship Management, LTi Technology Solutions, Omaha, Nebraska. He is located in the Kansas City Metropolitan Area. He joined LTi March, 2015, Strategic Account Manager. Previously, he was Client Service Analyst, Fiserv (May, 2011 - March, 2015).
https://www.linkedin.com/in/eric-alley-604038168/

Jack Dison was hired as Director, Work Truck Group, Crossroads Equipment Lease and Finance, Cucamonga, California. He is located in Dallas, Texas. Previously, he was at Mitsubishi HC Capital America, starting March, 2018, Senior Regional Manager, promoted Vice President of Sales (April, 2023 - July, 2025); Regional Sales Manager, Hitachi Capital America Corp. (May, 2018 - October, 2021); Senior Business Development Manager, Marlin Business Services Corp. (June, 2016 - May, 2018); Business Development Manager, Engs Commercial Finance Co. (September, 2015 - June, 2016). Full Bio:
https://www.linkedin.com/in/jack-dison-10969684/details/experience/

Benjamin (Ben) Hall, CLFP, was hired as Senior Legal Counsel, DLL. Previously, he was Senior Corporate Counsel, U.S. Bank (September, 2022 - June, 2025). He joined Key Equipment Finance as Associate Counsel, January, 2016, promoted Senior Counsel (April, 2019 - September, 2022); He was Vice President, Originations, Key Government,  (March, 2015 - January, 2016); He began at Key Equipment Finance August, 2011, as Senior Analyst, promoted Contract Administrator Manager
(June, 2014 - March, 2015). Full Bio:
https://www.linkedin.com/in/benjamin-hall-clfp-181a7610/details/experience/
https://www.linkedin.com/in/benjamin-hall-clfp-181a7610/

Peter Nguyen, CLFP, was hired as Director of Finance Operations, Aerial Titans, Inc., San Francisco Bay Area. He is located in Danville, California. Previously, he was SVP Business Development, Executive Board, MAZO Capital Solutions (March, 2021 - July, 2025). He joined Currency as Head of Sales, Shareholder (October, 2015, promoted Business Development, Shareholder (December, 2017 - January, 2021); Managing Member, Catapult Group LLC (September, 2016 - April, 2018). He joined Balboa Capital October, 2000, Account Executive, promoted Sales Manager, January, 2005,  promoted Branch Manager (January, 2008 - October, 2015).
https://www.linkedin.com/in/petertn829/

Arvind Rao was appointed new Head of Technology - Chief Technology Officer, GreatAmerica Financial Services, Cedar Rapid Iowa. He is located in Austin, Texas. "He recently served as EVP and CIO of Consumer Digital Banking, Retail Banking and Wealth Management at Texas Capital Bank, where he led technology for Bask Bank, the institution’s direct-to-consumer digital bank that became one of the fastest growing banks in the US. Under his leadership, Bask Bank was recognized by U.S. News & World Report as offering one of the best savings accounts in the country. He also oversaw digital-on-boarding, online banking." For the record, he was EVP CIO, Head of Bask Bank, Consumer, Wealth, Salesforce and Business Banking Technology, Texas Capital Bank (September, 2019 -June, 2025). He joined HP Inc. November, 2010 and worked his way up to Senior Director IT & Global Head, Enterprise Data, and Integration (March, 2014 - August, 2019). Full Bio:
https://www.linkedin.com/in/arvindvrao/details/experience/
https://www.linkedin.com/in/arvindvrao/

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Funders Looking for Broker Business

There is no advertising fee or charge for a listing. They are “free.” Leasing News makes no endorsement of any of the companies listed, except they have qualified to be on this specific list.

We encourage companies who are listed to contact us for any change or addition they would like to make. We encourage adding further information as an "attachment" or clarification of what they have to offer would be helpful to readers.

Please send company name, contact/email or telephone number as well as a URL to attach or description to kitmenkin@leasingnews.org

Alphabetical list - click on company name to view more details

1st Enterprise Bank Leasing 360 Equipment Finance Balboa Capital Corp. Bankers Capital Baystone Government Finance/ KS StateBank Blue Bridge Financial Boston Financial & Equity Corp. BSB Leasing, Inc. Calfund, LLC Celtic Bank

C.H. Brown Company Clicklease Dakota Financial Dedicated Funding Dext Capital First Federal Leasing First Midwest Equipment Finance Co. Financial Pacific Leasing Forum Financial Services, Inc. Gonor Funding Global Financial & Leasing Services, LLC

International Financial Services Corporation Maxim Commercial Capital, LLC Navitas Credit Corp. NewLane Finance NFS Leasing, Inc North Mill Equipment Finance Quality Equipment Finance SLIM Capital, LLC Targeted Funding Co., LLC TEAM Funding Solutions TimePayment

Full List:
https://leasingnews.org/Funders_Only/New_Broker.htm

Be Bold
By Scott Wheeler, CLFP

Top originators are redefining the standard in the commercial equipment finance and leasing industry. Top originators don’t just meet expectations — they obliterate them. Where others see company goals as finish lines, these high performers treat them as starting points. They don’t ask, “What’s enough?” — they ask, “What’s next?”

These professionals:

• Reject limitations — They refuse to be boxed in by averages or historical benchmarks.
• Embrace possibility — Their mindset is rooted in abundance, not scarcity. They believe more is always achievable.
• Sell with conviction — Their enthusiasm for their value proposition is contagious, making them trusted advisors, not just salespeople.
• Pursue excellence relentlessly — They’re not chasing quotas; they’re chasing mastery.

This bold outlook isn’t just about ambition — it’s about belief. Belief in their solutions, their clients, and most importantly, themselves.

In a recent sales meeting, a top originator listened quietly as his peers explained why they couldn’t match his production levels. They cited market conditions, credit constraints, and internal hurdles. After hearing them out, he offered a simple, pointed response:

“Your limitations are self-imposed. The market is carving out space for professionals who break through the noise and deliver superior service and products. Success in this industry is earned by thinking and acting boldly.”

He went on to explain that his success isn’t built on chasing every deal — it’s built on attracting the "right" clients. He focuses on originating high-quality assets by aligning with businesses that value long-term partnerships and bring strength to the table. He doesn’t waste time on marginal transactions that merely meet minimum credit criteria and may never fund.

Think and Act Boldly.

Wheeler Business Consulting is working with individual originators and sales teams throughout the industry to ensure that they are well positioned in the market, capturing their fair share of business, and outperforming the competition. To schedule a one-on-one meeting contact Scott Wheeler at: scott@wheelerbusinessconsulting.com

Scott A. Wheeler, CLFP
Wheeler Business Consulting
1314 Marquis Ct.
Fallston, Maryland 21047
Phone: 410 877 0428
Fax: 410 877 8161
Email: scott@wheelerbusinessconsulting.com
Web: www.wheelerbusinessconsulting.com

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Leasing and Finance  Help Wanted
Balboa Capital
We Are Growing Our Senior Sales Team Now

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Meet Your Old Customers for the First Time

Summary: Viewing customers through the lens of the past is a recipe for disaster. It’s time to forget nearly everything we knew about our customers and to meet them again – for the first time.

Almost every company has lost key customers in this world-wide recession, and all customers have been changed forever by the economic turn of events few predicted and fewer could imagine.

While it’s easy to see a dark cloud in every silver lining today, the economic downturn does provide us with a unique opportunity to clean and polish the lens through which we view our customers.

The customers we knew just last year have changed in at least three important ways:
1) Having never before experienced economic turmoil quite like this recession, they find themselves submersed in an economy for which they have no experience or frame of reference.
2) They are, like all of us in this atmosphere of pervasive uncertainly, seeking answers and some sense of predictability and security.
3) Their employees are overworked, confused and fearful.

“Jim, that efficient employee your sales professional has worked with for years, now appears uncertain, confused and apprehensive about his future with his company. Your sales professional begins to explain how your new product or service will save Jim’s company boatloads of money, and Jim appears a bit distant, distracted and even mildly uninterested.”

Like most individuals in customer organizations today, Jim is a changed person. A determination by your sales professional to meet Jim, and old customer, for the first time is an important first step in understanding how Jim has changed, who he is today, and how the sales professional might provide value to the “new” Jim and his company.

I think we all have a natural tendency to look at people, especially those we haven’t seen in awhile, through the lens of memory – what I call the lens of the past.

When someone mentions a name from our past, it is normal to respond, “I know her.” In fact, what is true is that we knew her. Our memory contains stored images of her, as well as feelings, positive or negative, that we recall when thinking about her in a different time, and under different circumstances.

This limitation of thought provides us with all sorts of misinformation about our customers. If we agree that all of us, including our customers, have been changed by a new economic reality, and that we naturally continue to change as time moves on, then it appears prudent to leave old perceptions

in the past, and to meet our old customers for the first time. Sales professionals who develop and cultivate this skill may find ways to deliver greater, more relevant value to customers and to their own companies.

Steve Chriest, CEO
Steve Chriest is the former president of a successful national leasing company.

Steve is a regular contributor to executive-level publications such as Customer Think and Customer Management IQ. Steve recently completed his first book, Selling The E-Suite, The Proven System For Reaching and Selling Senior Executives, in which he translates his experiences as a CEO into a practical guide for selling to senior executives. Steve can be reached at: schriest@selling-up.com.

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Final Reminder!
Attend the next NVLA Women in Leasing meeting
on Wednesday, July 16 at 12 pm ET/ 9 am PT

Meetings are open to National Vehicle Lease Association (NVLA) members and non-members who are in the vehicle leasing industry and have an interest in learning more about this group and NVLA.

Succession Planning for Leadership, Ownership and Growth

At each Women in Leasing meeting, we host expert-led discussions focused on the unique challenges and opportunities women face in today’s workplace.

Our next session will explore succession planning—not just as a leadership transition tool, but as a strategic approach to future-proofing your organization. We'll discuss how developing internal talent boosts retention, strengthens culture, and prepares your business for growth or potential new ownership. Whether you're planning for a leadership change or building a resilient team, this session offers practical insights to guide your strategy. 

RSVP: Click Here to Attend!
https://www.nvla.org/events/EventDetails.aspx?id=1949039

Share this with anyone in your organization who may be interested.

See you there!

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Why I Hike
by Mel Vinson, CLFP
VP of Marketing & Development at the CLFP Foundation

Hiking has always been more than just a weekend activity for me—it’s a way to reset, breathe, and reconnect. Whether I’m navigating a trail in the red rocks of the desert or winding through a quiet green forest, stepping outside brings a sense of peace that’s hard to find anywhere else.

In the middle of a busy schedule, it’s easy to let moments of stillness slip away, but I’ve learned that making time for the outdoors is a necessity.

With travel being a large part of my career, I’ve found ways to incorporate hiking into my work life, tacking on an extra day here and there to explore the cities I visit. Some of my favorite hikes recently have been in Sedona and Zion National Park, where I’ve had the chance to turn professional connections into friendships and share the love of hiking and adventure with my coworkers and peers. The industry can move fast, and spending time outside has become my way of slowing down, refocusing, and reminding myself of the bigger picture.

Beyond the physical benefits, time in nature offers a kind of clarity that’s hard to find anywhere else. The rhythm of your steps, the fresh air, and the quiet moments create space to think, reflect, and just be present. Some of the best ideas come when you’re not actively searching for them, and for me, the trail has been a place where inspiration comes naturally. Whether it’s a long trek through the mountains or a walk in a local park, nature has a way of resetting perspective. It’s a reminder that sometimes, stepping away is exactly what we need to move forward.

Zion National Park – UT
Sedona – AZ
Tunnel Falls – OR
Rowena Crest – OR
Zion National Park – UT (with Todd Buzard, CLFP!)
Multnomah Falls – OR (with Kale Tissue of NEFA)
Summit of Silver Start Mountain - WA

News Briefs

'Coalition of the willing’: Europe ponies up billions,
    vows peacekeeping force for Ukraine
https://www.courthousenews.com/coalition-of-the-willing-europe-ponies-up-billions-vows-peacekeeping-force-for-ukraine/

Nvidia Becomes First Public Company Worth $4 Billion
https://www.nytimes.com/2025/07/10/technology/nvidia-4-trillion-market-value.html

New report maps a “severe” shortage
   of local journalists in the U.S.
https://www.niemanlab.org/2025/07/new-report-maps-a-severe-shortage-of-local-journalists-in-the-u-s/

$3.1 Billion Acquisition of Cereal Maker WK Kellogg would
  bolster Ferrero’s business in North America
https://www.wsj.com/business/deals/ferrero-nears-roughly-3-billion-deal-for-maker-of-froot-loops-frosted-flakes-c61a10a2

Why Powell is ignoring Trump’s push to
    quickly slash interest rates
https://www.washingtonpost.com/business/2025/07/10/powell-trump-interest-rates/

Thieves Target Copper by the Truckload as Prices Rise
https://www.wsj.com/articles/thieves-target-copper-by-the-truckload-as-prices-rise-b4120aa9?mod=business_lead_pos4

 

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Private-Markets Tech Provider iCapital Raises $820 Million
https://www.wsj.com/business/deals/private-markets-tech-provider-icapital-raises-820-million-b19ef4dc?st=M56gPk&reflink=desktopwebshare_permalink

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Sports Briefs---

France: Ben Healy wins hilly 6th stage, Mathieu Van deer  
Poel  takes yellow jersey from Tadej Pogacar
https://www.pressdemocrat.com/article/sports/tour-de-france-ben-healy-wins-hilly-6th-stage-mathieu-van-der-poel-takes/

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California News Briefs---

Amid office market challenges, long-delayed 9-million-
  square-foot  Santa Clara development makes a big pivot
https://www.mercurynews.com/2025/07/10/long-delayed-santa-clara-development-makes-a-big-pivot/

Santa Clara County projects $1B in Medi-Cal cuts
https://www.mv-voice.com/health-care/2025/07/10/santa-clara-county-projects-1b-in-medi-cal-cuts

Oakland hotel is seized by lender as
   Bay Area lodging market fades
https://www.mercurynews.com/2025/07/08/oakland-hotel-economy-build-develop-property-travel-covid-real-estate/

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Gimme that Wine

 

http://www.youtube.com/watch?v=EJnQoi8DSE8

Domaine Messier Brings Coastal Wines from California's
   Carmel Region into the Spotlight
https://www.winebusiness.com/news/article/305279

Local Wine Group expands amid industry slump.
  See its plans in Modesto area and beyond: https://www.modbee.com/news/business/agriculture/article309981045.html#storylink=cpy

Zachys Presents the Industry-First "Bordeaux Barrel   
   Auction"
https://www.winebusiness.com/news/article/305257

Marketing Wine is Hard: Can Artificial Intelligence Help? And How!
https://grapeandwinemag.com/2025/07/09/marketing-wine-is-hard-can-artificial-intelligence-help-and-how

Wine industry troubles hit local warehouse real estate
https://www.northbaybusinessjournal.com/article/industrynews/wine-napa-solano-sonoma-warehouse