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30 ELFA Members Receive Principles of Equipment Leasing & Finance Certificates

June 09, 2023, 07:22 AM

The Equipment Leasing and Finance Association announced 30 member employees completed its two-day, instructor-led “Principles of Equipment Leasing and Finance” curriculum, which culminated in their completing an exam and being awarded certificates of achievement signifying their exposure to and understanding of the basics of equipment leasing and finance. They are:

  • Tommy Anderson, Lease Development Representative, Data Sales Co., Inc.
  • Kevin Angelo, Sales Manager, Financial Partners Group
  • John Doering, SVP, Business Development, Macquarie Corporate and Asset Finance
  • Liz Evans, Chief Audit Executive, KLC Financial LLC
  • Marcel Fournier, CPA, Regional Credit Officer, Huntington Equipment Finance
  • Wyatt Gaulke, Credit Analyst, Data Sales Co., Inc.
  • Andy Gohsman, Risk Management Associate, BMO Harris Equipment Finance
  • Adrienne Helfer, VP, Signature Financial
  • Dana Howng, VP Strategic Client Solutions, Macquarie Corporate and Asset Finance
  • Jeremy Jordan-Jump, Product Manager, Lithography, Macquarie Corporate and Asset Finance
  • Jim Knutson, Commercial Accountant, BMO Harris Equipment Finance
  • Eric Larsen, Vice President, Macquarie Corporate and Asset Finance
  • Vince Locicero, Business Development Associate, TD Equipment Finance, Inc.
  • Jacob Mathes, Senior Financial Analyst, Wintrust Commercial Finance
  • Joe O'Brien, Equipment Finance Relationship Manager, Fifth Third Bank, National Association
  • Caitlin O’Neill, Pricing Analyst, TIAA Bank
  • Nate Obringer, Associate Relationship Manager, Fifth Third Bank, National Association
  • Jeff Okeke, Manager - Commodities and Global Markets, Macquarie Corporate and Asset Finance
  • Carolina Patiño, Senior Finance and Risk Consultant, Kin Analytics
  • John Petlon, Sr. Marketing Manager, Financial Partners Group
  • Ben Phillips, Accounting Analyst, VFS LLC
  • Danny Pistorio, Business Development Associate, Madison Capital LLC
  • Jodi Raiford, CPA, Corporate Accountant, KLC Financial LLC
  • Katharine Rudzitis, VP - Specialized and Asset Finance, Macquarie Corporate and Asset Finance
  • Kelly Ruggiere, Assistant General Counsel, Wintrust Commercial Finance
  • German Ruiz, Sales Director, Madison Capital LLC
  • Max Schultz, Relationship Management Associate, BMO Harris Equipment Finance
  • Nik Schultz, Risk Analyst, SMBC Leasing and Finance, Inc.
  • Chris Spadafora, Credit Analyst, Signature Financial
  • Remy Wilkison, Associate, Stonebriar Commercial Finance

The Principles of Equipment Leasing and Finance Workshop is designed to teach the fundamentals of personal property commercial equipment leasing and finance. The program provides participants with a strong foundation on how the equipment finance business works and where their individual responsibilities fit in to the workflow, as well as an opportunity to network with industry colleagues. Attendees earn 19 CPE credits—ELFA is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

The next Principles Workshop will take place Sept. 27-29 at ELFA Headquarters in Washington, D.C. ELFA members also have the option to host a Principles Workshop at their own facilities. For more information, visit

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