Burnsville, Minnesota, United States
Senior Executive who proactively aligns with business strategy to drive growth and optimize value. Deep equipment leasing and finance expertise to deliver structures that meet customer's needs. Specialties: Extensive experience with a particular focus on domestic and international asset finance transactions, including small and mid-ticket leasing, vendor programs and wholesale finance, strategic planning, mergers and acquisitions, project financing, infrastructure, renewables, and securitization projects. Results-oriented team player with a passion for optimizing processes and intensely focused on putting the needs of employees and colleagues first, fostering personal and professional development and performance. Strong business acumen built on a solid grasp of accounting, economics, tax, and diverse business environments. Deep understanding of complex financial structures and transactions, capital markets, treasury, structured financings, and securitizations. Strong research capability to determine appropriate accounting, financial reporting, and tax characterization of transactions. Regulated and non-regulated finance company experience. Valued as a trusted adviser to senior leadership and consistently recognized for delivering outstanding results while serving a diverse client base.
Managing the tax planning, fixed asset depreciation, asset finance, and M&A opportunities for TCF Capital Solution's businesses. Developing relationships, consulting, and liaising with business unit leaders on key tax planning risks and growth opportunities. Growing finance and commercial talent through onsite and telepresence training modules on financial products, tax leasing, and municipal finance. Providing support for the growth engine of TCF's leasing and finance platforms including indirect tax support. - Fixed assets and tax depreciation - Asset portfolio and entity acquisition, discounting, securitization, and syndication - Process optimization and systems integration - Presenter and member, ELFA Federal Tax Commitee
Leading the U.S. Tax team and providing strategy and policy to manage all tax-related activities including Tax Planning, Tax Operations, Information Reporting & Withholding Taxes, Tax Programs & Capital Markets, and State & Local Taxes for the Fleet Segment across the U.S. https://www.elementfleet.com/
Managing the tax planning opportunities for GE's Equipment Finance businesses. Developing relationships with and liaising with platform finance leaders on key tax planning risks and opportunities. Growing finance and commercial talent through onsite and tele-presence training modules. Provides support for the growth engine of GE's leasing and finance platforms.