Roglieri Allegedly Threatens to Murder
FBI Agent, Judge, and Trustee
By Ken Greene, Leasing New Emeritus 

Sean Murray, President and Chief Editor, deBanked, was kind enough to send us a letter from Carla Freedman, the U.S. Attorney to the Hon. Christian F. Hummel, the judge presiding over the United States vs. Roglieri case.

The government requested that Roglieri get detention (i.e., remain in prison) based on several things, including his stash of weapons, and now, alarmingly, his written texts claiming he would “f____king wack anybody that comes after him, first the FBI agent, then threatening the judge and the trustee!

He also revealed much with his quote, "I don’t really play by the rules. Never have and never will”

Roglieri will remain in custody after a federal judge ordered him held indefinitely Monday following a detention hearing in Albany.

The question is whether Roglieri is living a fantasy (yo, Tony Soprano) or is he really that crazy? I guess we’ll find out.

The redacted 25 page letter to Judge Hummel is attached hereto. By US Attorney Carla B. Freedman and  Assistant US Attorneys Joshua R. Rosenthal and Michael Barnett.

Government’s motion for detention PDF

 

Kenneth Charles Greene
Law Office of Kenneth Charles Greene
Suite 208
5743 Corsa Avenue
Westlake Village, CA 91362
T: 818.575.9095
F: 805.435.7464
E: ken@kengreenelaw.com

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Story Credit Financing
Business Loans, SBA Loans, Working Capital

Balboa Capital Corp. Bankers Capital Black Rock Capital Investment BSB Leasing, Inc Calfund, LLC Dakota Financial

Financial Pacific Leasing Forum Financial Services Gonor Funding Maxim Commercial Capital North Mill Equipment Finance

Pawnee Leasing Corporation P&L Capital Corporation Quality Leasing Co. Inc. SLIM Capital, LLC TEAM Funding Solutions

Alphabetical list - click on company name to view more details

Here are funders who take "A" and "B" rated applicants. They are also more interested not in "application only." They become more comfortable learning more, beyond reviewing financial statements and tax returns, additional collateral, learning more about the story behind the business as qualifiers.

To qualify for this list, the company must be a funder (as qualified by Leasing News) and are on the “Funder List” and not a "Broker” or “Super Broker.” 

Leasing News reserves the right to not list a company who does not meet these qualifications.’

Funder List “A”
http://www.leasingnews.org/Funders_Only/Funders.htm

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

Full Listings:
https://leasingnews.org/Story_Credit/Story_Credit.htm

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New Hires/Promotions in the Leasing Business
and Related Industries

Loren Berckey was hired as Digital Marketing Analyst, NewLane Finance, Philadelphia, Pennsylvania. Previously, he was Freelance Photography/Marketing (January, 2011 - Present). Full Bio:
https://www.linkedin.com/in/lorenberckey/details/experience/
https://www.linkedin.com/in/lorenberckey/

(Retired)
Steve Crane, CLFP, Senior Vice President and Manager BSB Leasing, Inc., Littleton, Colorado. He is located in Concord, California.  He joined BSB Leasing, Inc., September, 2014, as Vice President and Commercial Division Manager, promoted September, 2017, Senior Vice President and Sales Manager. Previously, he was Marketing Manager, Bank of the West (June 1995 - September, 2014). He is a one of the founders of the Leasing News Advisory Board.
https://www.linkedin.com/in/stephen-crane-clfp-6a665b4/

Jeffrey Dunn was hired as Senior Corporate Aircraft Finance, JA Mitsui Leasing Corporation, Greater Chicago Area. Previously, he was Director, Aviation Finance, Truist Equipment Finance (September, 2022 - December, 2023); Head of Aviation Asset Manager, PNC Aviation Finance (March, 2017 - September, 2022). Full Bio:
https://www.linkedin.com/in/jeffrey-dunn-533b4725/details/experience/
https://www.linkedin.com/in/jeffrey-dunn-533b4725/

Viane Garcia was hired as Collateral/Credit Analyst, Conventus, San Francisco, California. She is located in the San Francisco area. Previously, she was collateral Analyst, Vontive (October,2021 - January, 2024). She joined First Republic Private Wealth Management June, 2019, as Production Associate, promoted Commercial Appraisal Specialist (October, 2020 - October, 2021). Full Bio:
https://www.linkedin.com/in/viane-garcia-86762a161/details/experience/
https://www.linkedin.com/in/viane-garcia-86762a161/

Drew Pennline was hired as Senior Vice President, Equipment Finance and Leasing, SLR Equipment Finance, Wilton, Connecticut. He is located in the Greater Pittsburgh Region. Previously, he was Vice President, Executive Sales Office, Signature Bank (September, 2020 - May, 2024). He joined Wells Fargo as AVP, Account Manager, April, 2016, promoted Vice President, Territory Manager (June, 2018 - August, 2020). Full Bio:
https://www.linkedin.com/in/drew-pennline-bab77179/details/experience/
https://www.linkedin.com/in/drew-pennline-bab77179/

Brian Petrikonis was hired as Senior Regional Sales Manager, Jupiter Equipment Finance, Jupiter, Florida. He is located in Greater Philadelphia. Previously, he was Senior Business Development Manager, NewLane Finance (April, 2023 - May,2024); Senior Business Development Manager, CAN Capital (November, 2022 - April, 2024); Sales Manager, NewLane Finance (May, 2018 - November, 2022); Business Development Manager, Marlin Business Services Corp. (April, 2016 - April, 2018).
https://www.linkedin.com/in/brian-petrikonis-5a2b53130

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Leasing and Finance Industry Help Wanted

Now Is the Time to Plan Your Summer Sales Effort
By Scott Wheeler, CLFP

Top originators in the commercial equipment finance and leasing industry pursue key accounts while their competition vacations and relaxes. Top producers, who have excellent production numbers in the fourth quarter of any given year, can often attribute their success to relationships that were established or solidified during the summer months.

What relationships are you now pursuing which will significantly enhance your production over the second half of 2024? Below are a few steps which a top producer is taking to ensure his success in 2024?

• You should be reviewing your ranking system to ensure that both vendors and end-users are properly ranked based upon the current market and their potential over the next six months.

• You should have identified a group of vendors which have not produced expected volumes thus far in 2024. Are you developing a plan to determine if and how these relationships can be placed back on track.

• You should be planning in-person meetings with these vendors over the next six weeks. It is time to establish d a process to relaunch these relationships with an emphasis on how your products and services can best help these vendors.

Time now to again identify the small group of larger vendors and end-users which you do not have a current relationship with but believes align with his current offerings. Yes, you should be developing a campaign to aggressively pursue these companies over the next 60 to 90 days. The first goal is to establish 3 to 4 new key relationships which will impact his total production in 2024.

Now is not the time to sit back and rely on your past efforts, but to aggressively move forward and capture a greater market share. The summer months are an excellent time to work harder and smarter than your competition. Top originators know that relationships established in June, July, and August will produce exceptional results in the last third of the year.

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

I will be presenting a seminar at the NEFA's Annual Baltimore. Maryland Crab Feast June 20th "Establishing a Sales Strategy and Team for 2024 and Beyond."  Hope to see you there.

For more information: https://web.cvent.com/event/9c24a3e1-ab1c-47f1-9c5a-8a5ab730ae21/summary

 

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##### Press Release #######################

Brean Capital Upsizes Corporate Note
for Great Rock Capital

Westport, CT – Great Rock Capital, an asset-focused commercial finance company specializing in middle market lending, announced the recent upsize of its investment-grade corporate note financing. The new notes were assigned a BBB rating by a nationally recognized statistical ratings organization, where Brean Capital, LLC served as the exclusive financial advisor and sole placement agent in connection with the transaction.

Stuart Armstrong, CEO of Great Rock Capital, explained, “This incremental capital will help drive the further profitable expansion of the Great Rock platform. We appreciate the ongoing investor demand for our corporate notes as our strengthened financial flexibility will allow us to continue supporting middle market companies in need of liquidity across North America.”

Great Rock Capital is an asset-focused commercial finance company that specializes in serving the needs of middle market companies across the United States and Canada.  The Company provides fast, flexible, and creative financing solutions that maximize liquidity and provide growth capital.    The senior secured credit facilities offered by the firm range in size from $15MM to $100MM and include working capital, term-heavy, and term-only loan structures not provided by traditional commercial lenders.  The firm has significant capital commitments from its partners, a private equity business and a large institutional investor. To learn more, visit www.greatrockcapital.com.

Brean Capital’s Investment Banking Group is dedicated to helping its clients achieve their strategic and financial goals. For more than 40 years, the Firm has specialized in providing capital raising, M&A and financial advisory services to middle market businesses. Throughout its history, Brean Capital has established a track record of providing its clients with deep market knowledge, commitment and experience to ensure a successful transaction.  For more information, please visit: https://breancapital.com/

### Press Release #########################

Doberman Pinscher Puppy
San Franciso, California Adopt-a-Dog

Daisy

Female
Three months old
15 lbs; 3 oz.

Meet Daisy

I’m a curious pup who is ready to explore what the world has to offer. I might chew or eat weird things as I learn what to do instead, so I’ll be counting on you to teach me through patience and puppy love. I’m looking for adopters who will commit to continuing my puppy education and socialization. I can’t wait to meet you!

Get 50% off your puppy adoption fee for successfully completing our Puppy Parent Orientation + quiz!

Adoption fee: $400 Puppies
younger than five months

Take our online Puppy Parent Orientation and pass the quiz to receive 50% off puppy adoption fees.
https://www.sfspca.org/puppy-parent-orientation-quiz-form/

At the time of adoption, San Francisco residents pay a $30 San Francisco dog-license fee.

If you’d like to conduct an introduction with your resident dog, please bring your dog to your appointment.

San Francisco SPCA
201 Alabama Street
San Francisco CA 94103
(415) 554-3000
General Information
publicinfo@sfspca.org

To find out more information about adoptions, email us at adoptions@sfspca.org

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AACFB Warns of Scammers
Commercial Financing Expo
New Orleans Sept. 4-5, 2024