Leasing News - information, news, education and entertainment for the commercial bank, finance and leasing industry

######## surrounding the article denotes it is a press release, it was not written by Leasing News nor has the information been verified, but from the source noted. When an article is signed by the writer, it is considered a byline. It reflects the opinion and research of the writer.

New Hires/Promotions in the Leasing Business
and Related Industries

Karina Brooks was hired as ISO Manager, BrookWater Capital, New York, New York. Previously, she was ISO Manager, Alpine Advance (January, 2023 - October, 2024); ISO Manager, Alpine Advance (January, 2023 - October, 2024). ISO Manager, Everyday Funding Group (January, 2019 - February, 2023); Senior Funding Manager, APP Funding (May, 2017 - December, 2018).
https://www.linkedin.com/in/karina-brooks-176534166/

Melissa Harris was hired as Client Service Manager, Contract Capital Corporation, Dallas-Fort Worth Metroplex. She is located in Fort Worth, Texas. Previously, she was Operations Manager, Transcap (October, 2023 - August, 2024); Vice President, CoreFund Capital (April, 2021 - July, 2023).Full Bio:
https://www.linkedin.com/in/melissa-harris41/details/experience/
https://www.linkedin.com/in/melissa-harris41/

Cody Solorio was hired as Credit Manager, Envision Capital Group, LLC, Laguna Niguel, California. He is located in Orange, California. Previously, he was Credit Manager, American Capital Group (July, 2012 - October, 2024).
https://www.linkedin.com/in/cody-s-22321140/

Alex Garcia was hired as Vice President, Relationship Manager, Navitas Credit Corp., Houston, Texas. He is located in Greater Houston. Previously, he was Vice President of Sales, Ascentium Capital (October, 2018 - October, 2024); Account Executive, Insight Financial Services (February, 2015 - March, 2017). Full Bio:
https://www.linkedin.com/in/alex-garcia-7ba3659/details/experience/
https://www.linkedin.com/in/alex-garcia-7ba3659/

Michelle Waite was promoted to Regional President, Greater Toronto region, RBC, Toronto, Ontario, Canada. She joined RBC as Branch Manager, 2006, and worked her way up. Full Bio:
https://www.linkedin.com/in/rbcmichellewaite/details/experience/
https://www.linkedin.com/in/rbcmichellewaite/

Ken Weaver, CCP, was hired as Vice President, Enterprise Enablement, BritCap Financial, Las Vegas, Nevada. He is located in Greater Philadlphia. Richard Henderson, CEO of BriteCap Financial, said "Ken is joining the team at a very exciting period of transformation and rapid growth for BriteCap. Ken brings a wealth of experience and expertise in sales operations, project management, and enterprise-wide systems and workflow design for large, complex, multi-channel originationplatforms. Previously, Ken Weaver, CCP, he was Global Product Owner, Salesforce Sales Cloud, DLL (May, 2024 - November, 2024); Director of Sales Enablement, Salesforce Protect & Project Leader, Marlin Capital Solutions (October, 2015 - May, 2023): Director of Sales & Sales Enablement (Salesforce Product Management, Benefit Consulting Group (June, 2008 - September, 2015).
https://www.linkedin.com/in/kenweaver

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Story Credit Financing
Business Loans, SBA Loans, Working Capital

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

Financial Pacific Leasing
Forum Financial Services, Inc.
Gonor Funding
Maxim Commercial Capital, LLC

North Mill Equipment Finance
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."

Name In Business Since Contact Website Leasing Association	Employees	Geo Area	Dollar Amount	Business Reports
Balboa Capital Corp. 1988 A Division of Ameris Bank since December 2021 Robert J. Rasmussen Chief Operating and Risk Officer 949-399-6344 robertjr@balboacapital.com https://www.balboacapital.com AACFB, ELFA, NEFA	229	USA	$3,000 - $5,000,000
Financial Pacific Leasing A subsidiary of Umpqua Bank 1975 Terey Jennings, CLFP 800.447.7107 tjennings@finpac.com www.finpac.com ELFA, AACFB (BBB)	140	USA	$5,000 - $100,000	BBB CNI Search
North Mill Equipment Finance 1959 David C. Lee DLee@northmillef.com 203-354-6001 www.nmef.com AACLB, ELFA	110	All 50 states	App Only: $15k to $250k App Plus: $250k - $1M
Maxim Commercial Capital, LLC 2009 Dana Freeman, Director Broker Relations 213-425-3163 Dana@maximcc.com https://maximcc.com AACFB, CLFP, ELFA, NEFA	30	Nationwide	$5,000 - $3 million
P&L Capital Corporation 1996 Phil Lieber 800.698.1686 phil@plcapital.com www.plcapital.com AACFB (Click for further description)	28	Nationwide	$10,000 (most clients are doing monthly or quarterly schedules)
Blue Bridge Financial, LLC 2010 877-439-1534 www.bluebridgefinancial.com NAELB, NEFA	35	United States	$20,000-$500,000 avg. size: $85,000
Quality Leasing Co. Inc. 1957 Paul Fogle, CLFP Managing Director 317.253.4415 pfogle@qualityleasingco.com Main: 317-253-4415 ex. 7680 www.QualityLeasingCo.com AACFB, ELFA, NEFA (click her for further description)	30	National Do not fund in HI or RI	$30,000 up to $3 million
BSB Leasing, Inc. 1992 Colorado, Hawaii Don Meyerson, Pres. DMyerson@bsbleasing.com www.bsbleasing.com NAELB (click here for further description)	16	National	$10,000 Minimum Application Only to $250,000 Financial Statement Transaction Up to $1MM Business Loans Up to $500K	BBB CNI 1 CNI 2 Search
TEAM Funding Solutions 1992 Ted Reynolds – Owner and President Jeff Deskins – Credit Manager App Submittal: Lynn Smith – Senior Broker Development Manager 888-457-6700 x115, Martin Lacayo – Broker Development Manager 888-457-6700 x106, Bill Baskerville – Broker Development Manager 888-457-6700 x114, Funding: Stephen Stuesser – CFO Jamie Moore – Marketing Manager Phone: 888-457-6700 x109, Enrollment Fax: 512-258-2322 www.teamfundingsolutions.com AACFB (Z)	13	48 states	$20,000 - $200,000	BBB CNI
Global Financial & Leasing Services, LLC 2008 Jerald Collens Broker Relationship Mgr. 480-478-7402 Jerald@gfrservices.com www.gfrservices.com AACFB, ELFA	12	All 50 states	$25,000 to $1 Million
Calfund, LLC 2000 Harry Saghian harry@calfundllc.com www.calfundllc.com	10	United States	$10K Minimum Loans Only, No Leases	BBB
Dakota Financial Charla Laird Sales & Marketing Manager 310-432-2935 Direct 858-212-4994 Cell 310.696.3035 fax charla@dakotafin.com 310.696.3030 x122 www.dakotafinancial.com AACFB	9	Nationwide	$10,000 to $1MM	BBB Search
Forum Financial Services, Inc. 1996 Tim O'Connor 972-690-9444 ext. 225 tim@forumleasing..com 275 West Campbell Road Suite 320 Richardson, Texas 75080 Fax: 972-690-9464 www.forumleasing.com AACFB (W)	7	Nationwide	$50,000 to $1.0 million. Our average size transaction is $250,000. Preferred Range $100,000 to $500,000 Does Subprime Leases
Bankers Capital 1990 James Aiksnoras - President 508-351-6000 Jamesa@bankers-capital.com www.bankers-capital.com AACFB (GG)	6	Nationwide - 50 States	$25,000 +	Search
SLIM Capital, LLC 2016 Shervin Rashti, CLFP, CEO (310) 499-2506 Main: (310) 499-2562 x108 www.slimcapital.com AACFP. AACFB, CLFP (Footnote)	5	Nationwide	$25,000 to $2 million(Avg $200,000)
Gonor Funding 2001 Norman J. Gonor ngonor@gonorfunding.com 818.784.5444 Jason Gonor 818.402.6999 www.gonorfunding.com (Y)	3	USA	$10,000 to $100,000 with an average of $25,000 - $35,000 Does Subprime Leases
Name In Business Since Contact Website Leasing Association	Employees	Geo Area	Dollar Amount	Business Reports

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Leasing and Finance Industry Help Wanted
Positions with Attractive Income & Benefits

Controlling Personal Success
By Scott Wheeler, CLFP

Originators in the commercial equipment finance and leasing industry are selling an intangible, a service, a concept. When clients decide to use an originator's products, they are affirming their confidence in the originator's ability to deliver a competitive and efficient process to provide funds for their equipment acquisitions.

Companies depend upon originators who are capable and willing to continuously prospect and win new relationships and transactions. Top originators lead with their personal value proposition because they know the importance of letting their clients know how they are uniquely qualified as a strong financial advisor who will provide a superior service.

An originator's optimistic attitude and positive activities create success. Distractions and negativity diminish their ability to maximize their personal income.

As an originator, they control their daily activities. As an originator, they control their presentation and its effectiveness. As an originator, they control their daily success. As an originator, they control their career. As an originator, it is empowering to assume personal responsibility and to capture more than one's fair share of opportunities that are currently available in the market.

The commercial equipment finance and leasing industry is a robust, ever-changing, market. Top originators are embracing change and positioning themselves for a strong ending to 2024 and additional success in 2025. Top originators are focused on their personal activities and personal success.

I recommend becoming a Certified Leasing and Finance Professional, having CLFP behind your name.

For Information on the CLFP Academy:
https://clfpfoundation.org/academy-for-lease-and-finance-professionals

Upcoming Event with Scott Wheeler Session

Nov. 11-14: NEFA Conference, Indianapolis, Indiana
Special Registration for members and those who will come one by November 11th, Plus Speakers. And programs
https://web.cvent.com/event/653f9e73-4bf5-4117-80de-c935474e7f72/summary

To register for the event click here: https://web.cvent.com/event/653f9e73-4bf5-4117-80de-c935474e7f72/summary

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
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

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Financial and Sales Training
to Learn the Industry and Help Place Their Deals

These individuals act as a consultant in 75% or more of their main business, actually training staff or individuals of a leasing company. These are not schools or franchisors, which can be viewed by clicking here.

Adrian Miller

Open Advance

Wheeler Business Consulting, LLC

Several hold classes, and most will travel to their client's premise.

These are not schools or franchisors which can be viewed by click below:
http://leasingnews.org/Conscious-Top%20Stories/School-Franchisors.htm

Many of the associations also have financial and sales training classes for their members and non-members with a higher fee: http://leasingnews.org/associations.htm

Second Column: YCS - Year Company Started | YELB - Years in equipment Leasing Business

Name City, State Contact Website Leasing Association	YCS YELB (see above for meaning)	Geographic Area	Specialty
Adrian Miller Port Washington, NY Adrian Miller amiller@adrianmiller.com 516-767-9288 www.adrianmiller.com www.adrianmiller.com/blog/	1989 31	International	Highly results-driven, informative and enjoyable sales skills training programs that will leave participants empowered for bottom-line success. AMST guarantees a positive return on training time and investment.
Open Advance San Ramon, California Steve Chriest www.openadvance.com/contact/ 925-263-2702 www.openadvance.com/	2000 38	International	Consultant. Training. Production. Your training can be branded, delivered in workshops, accessed via our OA Cloud app. or housed in your LMS. Our objective is to help people learn faster, retain knowledge longer and promote critical thinking skills.
Wheeler Business Consulting, LLC Fallstow, Maryland Scott Wheeler, CLP Scott@wheelerbusinessconsulting.com 410-877-0428 www.wheelerbusinessconsulting.com	2008 37	USA	Provide multiple educational products to individuals and companies engaged in the leasing/financing industry. Encourage & facilitate personal and corporate strategy building to promote efficiencies, increase productivity & future success.

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Battle Horse Financial Selects LTi Technology Solutions’ ASPIRE Express to Drive Growth,
Portfolio Efficiency, and Ensure Regulatory Compliance

LTi Technology Solutions (LTi), a leading provider of lease and loan software solutions for the equipment finance industry, announces that Battle Horse Financial (Battle Horse) has chosen the ASPIRE Express platform to support its expanding portfolio, improve operational efficiency, and ensure compliance with regulatory standards.

Rapid business growth prompted Battle Horse to pursue a technology solution that would support the management needs of their growing portfolio, and they determined the right fit to be ASPIRE Express. The platform offers the right combination of functionality and scalability to meet their current needs, with future-ready options to enhance efficacy through modular add-ons.

Tara Aasand, VP Sales and Relationship Management LTi Technology Solutions, said, “By adopting ASPIRE Express, Battle Horse is equipped with the tools to take their portfolio management to the next level and unlock new growth opportunities. Our configurable platform delivers both operational efficiency and the flexibility to scale as their business evolves while ensuring compliance with industry regulations.”

Streamlining Portfolio Management and Reporting

ASPIRE Express allows Battle Horse to transition from inefficient, spreadsheet-based processes to streamlined, automated workflow systems that improve accuracy and simplify reporting. With ASPIRE Express, Battle Horse can efficiently track the deals tied to funding sources and generate comprehensive reports on demand, enabling them to focus on strategic business priorities.

Mike Winstead, Chief Operating Officer, commented, “Our previous tools could not scale with the growing complexity of our portfolio, and could not keep pace with our growth,” said. “ASPIRE Express ensures we have the data and reports we need in real time, helping us stay compliant with evolving regulations while freeing up resources to focus on driving business growth.”

A Future-Ready Solution with Modular Flexibility
As Battle Horse continues to grow and expand, ASPIRE Express’s platform offers modular capabilities, offering the ability to configure the platform to scale and evolve with their business needs. Key features of ASPIRE Express’ include options for process automation, such as charging interim rent through an add-on module, which ensures long-term operational efficiency.

Mike Winstead, Chief Operating Officer, said, “Our CFO, Lauren Lindsey with extensive experience as a bank auditor, was especially impressed with ASPIRE Express’s sub-ledger system for tracking all lease accounting activities.

“The platform provides us with the transparency and accuracy we need to meet strict regulatory standards while streamlining financial reporting.”

About Battle Horse Financial

Battle Horse Financial is a growing equipment finance company providing tailored financial solutions designed to empower businesses. With a commitment to innovation, efficiency and customer service, Battle Horse combines industry expertise with a modern approach to portfolio management, helping businesses secure the equipment they need to grow, while staying focused on driving long-term success.

For more information about Battle Horse Financial, visit:
https://www.battlehorsefinancial.com/

About LTi Technology Solutions

With three decades of industry leadership, LTi Technology Solutions is a global provider of customer-centric, cloud native, full-lifecycle leasing and loan finance platforms. From its Omaha, NE headquarters, LTi serves equipment and asset finance companies, captives, small ticket, middle market, and independent banks throughout the U.S., UK, and Canada.

LTi’s highly configurable platform, ASPIRE Express, empowers customers to scale their business by streamlining the transaction lifecycle. Backed by comprehensive and integrated interfaces, their powerful technology solutions allow for improved efficiencies and decisioning. LTi is the ecosystem of choice of 40% of the Monitor 100, 50% of the Independents 30 and 36% of the Bank 50.

https://www.ltisolutions.com/

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Air Taxi Flights Targeting Miami’s Skies by 2026
By Matthew W. Daus, Esq.

Source: Miami Today News

Air taxis could be cruising the skyline as soon as summer 2026, as UrbanLink is progressing with plans to launch an all-electric fleet geared to transform transportation in Miami.

A South Florida-based startup, UrbanLink is an advanced air mobility (AAM) company working to revolutionize aerial and maritime transit through cutting-edge, zero-emission solutions. It plans to start operating its electric vertical take-off and landing vehicles, known as eVTOLs, in Miami within two years, pending regulatory approvals from the Federal Aviation Administration (FAA), Department of Transportation (DOT) and Transportation Security Administration (TSA).

Miami has been striving to make air taxis a reality since the concept emerged. At an urban air mobility panel hosted by the Greater Miami Chamber of Commerce in June 2023, industry partners were optimistic the aircraft would be certified by 2026 and become a regular mode of transportation in the following years.

Matthew W. Daus, Esq.
Partner and Chairman, Windels Marx Transportation Practice Group
President, International Association of Transportation Regulators,
Transportation Technology Chair, University Transportation Research Center
Contact: mdaus@windelsmarx.com
156 West 56th Street | New York, NY 10019T. 212.237.1106 | F. 212.262.1215

Source: Miami Today News
Click Here to Read More
https://www.miamitodaynews.com/2024/10/29/air-taxi-flights-targeting-miamis-skies-by-2026/

News Briefs

Boeing Strike Ends with Workers Accepting
Significant Pay Raises
https://www.industryweek.com/news/news/55240551/boeing-strike-ends-with-workers-accepting-significant-pay-raises

Costco Offering up to $2,000 Off
EVs and PHEVS, Again
https://www.greencarreports.com/news/1144920_costco-offering-up-to-2-000-off-evs-and-phevs-again

Starbucks’ new CEO just delivered what employees and
investors have been craving after years of drama and missteps
https://finance.yahoo.com/news/starbucks-ceo-just-delivered-employees-195504824.html

Disruption of Container Volume Push Rates Up
despite-modest-container-volume-gains
https://www.freightwaves.com/news/maersk-q3-profits-rise-despite-modest-container-volume-gains?oly_enc_id=7354E3969723H7B

Tropical storm won’t hit Georgia, but rain
ahead of it could cause flooding
https://www.ajc.com/news/georgia-news/rain-ahead-of-tropical-storm-rafael-could-cause-flooding-in-georgia/RHZZPHWWGREKXJMCBQX6LYA4QQ/

Feds, Google continue sparring match
over tech monopoly suit
https://www.courthousenews.com/feds-double-down-on-bid-to-break-up-google-in-tech-monopoly-suit/

Ferrari Defies Wider Auto Industry Malaise
With Higher Sales, Earnings
https://www.wsj.com/business/earnings/ferrari-defies-wider-auto-industry-malaise-with-higher-sales-earnings-a6e1dde5?mod=business_feat1_earnings_pos1

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Tech employment holds firm amid muddied
jobs report, CompTIA analysis finds

https://www.prnewswire.com/news-releases/tech-employment-holds-firm-amid-muddied-jobs-report-comptia-analysis-finds-302294284.html

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Sports Briefs---

Dodgers star Shohei Ohtani has surgery to
repair labrum tear in shoulder after World Series injury
https://www.pressdemocrat.com/article/trending/dodgers-star-shohei-ohtani-has-surgery-to-repair-labrum-tear-in-shoulder-af/

49ers sneak in trade with Texans
just before deadline
https://www.sfgate.com/49ers/article/49ers-sneak-in-trade-texans-deadline-19890455.php

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California News Briefs---

‘Rare’ Santa Ana wind event to bring gusts
up to 100 mph to Southern California
https://www.sfchronicle.com/weather-forecast/article/santa-ana-wind-california-wildfire-19886821.php

A menu item that started as a joke propelled
California chain's incredible rise
https://www.sfgate.com/travel/article/joke-menu-item-propelled-california-chain-19872402.php

First Tahoe ski resort of the season
set to open
https://www.sfchronicle.com/tahoe/article/mount-rose-ski-tahoe-opening-19887177.php

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Gimme that Wine

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

As Quady Nears 50, The Hits
Keep Coming
https://signaturewines.us/as-quady-nears-50-the-hits-keep-coming/

The best wine in Colorado is made by
a brewery in Fort Collins
https://www.denverpost.com/2024/11/04/obc-wine-odell-brewing-wins-best-wine-colorado/

Castle Rock Winery's 2023 Mendocino County Pinot Noir
Earns 23rd Consecutive 'Best Buy' Recognition
from Wine Enthusiast with a 92-Point Score
https://www.winebusiness.com/news/article/294717

The Wine Shipping Battle Takes a
Twist in Iowa
https://www.winespectator.com/articles/iowa-wine-shipping-ruling

Foppiano Winery sold after 128 years
of family ownership

https://www.pressdemocrat.com/article/lifestyle/foppiano-martin-ray-winery-sale/

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