A graduate with over 18 years of experience in the finance industry. Knowledgeable
and decisive, as well as an advocate for team members. Consistently provide feedback to
team members identifying training gaps and areas where improvement is necessary.
Persuasive communicator with well-developed negotiation skills. Ability to develop
productive relationships not only with colleagues, but with clients and staff at all
levels of a company. Confident in making informed decisions to ensure all needs of both
internal and external clients are fulfilled.
Work well without supervision.
Skilled at learning new concepts quickly while working well under pressure.
Ability to prioritize and remain focused on the importance of an issue.
Ability to multi-task and work on numerous tasks at one time
Senior Account Manager January 2011 to CurrentKey Equipment Finance － Albany, NY
Develop trust and strong client relationships
Superior ability to cultivate strong and durable relationships, both with internal and external clients
Exceptional negotiation and leadership abilities
Process financing transactions for various clients all over the country from the submittal stage to the funding stage
Capacity to work and make decisions independently and as part of a team
Selected in 2015 to take over and process all Corporate Aviation Finance (CAF) transactions for the entire business
Senior Budget Analyst September 2008 to December 2010Senate Finance Committee － Albany, NY
Reviewed and analyzed upcoming year budget requests from various state agencies.
Responsible for reviewing all budget bills presented by the Governor and making funding
Monitored the implementation of programs and legislation to ensure they are implemented
Attended meetings with Senators to come up with stance on budget recommendations as
well as focusing on programs and funding that we qualified as most important and
Regional Lease Contracts Manager July 2002 to September 2008Key Equipment Finance － Albany, NY
Accountable for management and coordination of transactions between the Regional
Business Processing Unit, Regional Sales Force, Customers, internal departments, and upper
Responsible for the management of all regional direct lease transactions from
initiation to booking and funding by providing technical guidance, assistance and
mentoring the Account Managers in the Regional Business Processing Unit.
Provided the highest quality of service to every customer that I interacted with.
Managed Account Manager resources within the Regional Business Processing Unit to
ensure transactions were appropriately managed and employees had the required training and
experience needed to handle their transactions.
Audited transaction specific information- including but not limited to, pricing and
structure, collateral evaluation, credit write-ups, and tax implications to ensure that
all transactions adhered to Key Equipment Finance policies, procedures and product
Facilitated and provided support in the documentation negotiation process between the
Regional Business Processing Unit, Customers, Regional Sales Personnel, Legal and various
internal departments ensuring Key Equipment Finance's risk position was managed and that
the appropriate changes were being made to Key Equipment Finance's standard documents.
Assisted the Regional Business Unit Manager in writing and delivering both mid-year and
annual performance reviews for all Account Managers on the team.
Appointed by Regional Business Unit Manager to be a part of the Business Processing
Unit FIT Team, which was created in 2007 in order to help move the company in a new
direction focusing on Blue Ocean Initiatives.
Account Manager August 1998 to July 2002Key Equipment Finance － Albany, NY
Accountable for the overall coordination of transactions between the customer, sales,
processing team, technical resources and management.
Documented and closed lease transactions under the full range of Key Equipment Finance
product types, including complex transactions with non-standard structures.
Coordinated and managed all correspondence between internal and external clients.
Provided accurate and timely communications and updates to customers, sales managers,
Regional Contracts Managers and team members and worked with sales to provide high quality
initial and mid.
Consistently demonstrated client focus and commitment by adhering to a 24-hour response
time for all internal and external clients.
Managed contract negotiations for complex transactions in a competent, professional
manner consistent with company guidelines.
Mitigated Key Equipment Finance's risk exposure by recognizing potential documentation
risks, recognizing changes from standard documentation and handled appropriately.
Consistently met established productivity metrics of 48 hour turnaround- documentation
package receipt to document transmittal and 24-hour turnaround signed documents received
to closing of the lease transaction.
Managed resources and provided creative solutions to close forecasted transactions to
support the attainment of monthly volume objectives.
Acted as a resource for newly hired Account Managers including being assigned as a
Individual Account Manager training.
Master of Science : Business Administration, May 2002University At Albany － Albany, NYMaster in Business Administration (M.B.A.)
Bachelor of Science : Finance, May 1998Siena College － Loudonville, NY