Oakmont Capital Expands Staff to Better Serve Clients and Dealers
Oakmont Capital Services (OCS) has expanded its leadership, sales, and marketing teams. OCS has hired 11 equipment finance professionals with over 140 years of combined experience to staff its new office in central Minnesota plus added an experienced Director of Marketing in its West Chester headquarters.
“With the addition of senior management, operations and a sales teams in Minnesota, OCS is now even further equipped to meet our clients’ financing needs,” said Joe Leonard, CLFP, Managing Partner at Oakmont Capital Services. “Additionally, we’re now better equipped on the marketing side to reach new customers and dealers while simultaneously strengthening connections with our existing clients and partners across the country.”
The Minnesota staff includes many experienced equipment finance professionals, including:
Daryn Lecy, CLFP, who serves as Vice President of Operations, brings with him more than 15 years of experience in the equipment financing space, including helping to grow a portfolio from $140.0 million to $1.2 billion, as well as co-managing more than 150 equipment finance employees. He is also an executive committee member of the NEFA board of directors.
Jim Peach, CLFP, comes on board as Vice President of Sales and Marketing and will leverage 15 years of experience in managing OCS’s national direct sales team.
Kayla Perlinger, CLFP was named Oakmont’s new syndication manager. Perlinger possesses seven years of credit and syndications experience and will lead the company’s buy/sell desk and remain active with NEFA.
Mikki Henkelman, CLFP was named credit manager and will continue utilizing her analytical skills in this role for Oakmont. Henkelman has 11 years of experience in credit and syndications and will lead Oakmont’s multi-office team of credit analysts.
Tracey Elfering joined as a business development coordinator and will use her 18 years of documentation, titling, and UCC experience to solidify Oakmont’s back-office operations.
Jena Dirkes joined as a channel development officer and has 21 years of experience managing manufacturer and dealer programs. Dirkes will continue in this capacity to manage current Oakmont relationships.
Chad Primus joined as a business development officer and will use his 19 years of equipment finance business development skills with Oakmont. Primus specializes in agricultural, vocational transportation and construction equipment.
Elise Linn joined as a business development officer and has more than 17 years of experience managing manufacturer and dealer programs. Linn will continue in this capacity at Oakmont and work closely in establishing new relationships.
Jayme Gerads joined as a business development officer. He has 11 years of equipment finance experience and will manage current relationships while seeking out new opportunities.
Molly Sand joined as a business development officer, adding her six years of experience managing manufacturer and dealer programs. Sand will be responsible for developing new relationships for Oakmont.
Michael McElroy joined as a business development officer with five years of new business development experience. He will continue to seek new opportunities and programs for Oakmont.
Additionally, Keara M. Piekanski joined Oakmont in its West Chester, PA location as Director of Marketing. Bringing nearly 15 years of experience in both B2B and B2C marketing, she will be responsible for conceiving and executing marketing strategies, raising the profile of Oakmont Capital and the financing services it provides, plus building and developing the in-house marketing function.
“The new members of our team are extremely knowledgeable and ready to handle specialty equipment and transportation financing, plus commercial loans,” added Leonard.
Oakmont Capital Services continues to look for opportunities to expand product offerings, create efficiencies with technology and improve the overall customer experience. We continue to look for ways to make financing possible for our customers!
Oakmont Capital Services (Headquarters)
600 Willowbrook Lane, Suite 601
West Chester, PA 19382
Direct (610) 892 8670
Toll-Free (877) 701 2391
Fax (800) 843 2948
CFLL #60DBO 91777
Oakmont Capital Services (Minnesota Offices)
1321 Shamrock Ln, Suite 1
Albany, MN 56307
Direct (320) 844 8800
Toll-Free (877) 701 2391
Fax (800) 843 2948
CFLL #60DBO 93550