OAKMONT CAPITAL HOLDINGS - Key Persons
Job Titles:
- Controller
- Corporate Controller
Aaron Dym is a veteran corporate controller with past industry experience in equipment leasing, wholesale distribution, employment contract services, and the design-build industry....Read More
Aaron Dym is a veteran corporate controller with past industry experience in equipment leasing, wholesale distribution, employment contract services, and the design-build industry. Aaron's core competencies include general financial management, banking and treasury management, strategic planning, benefits negotiation and management, and software and technology implementation. He joined OCS in 2021 and oversees the accounting team.
Alex is a proud graduate of St. Cloud State where he obtained a bachelor's degree in finance along with a professional communications certificate. For the last four years, he's worked in the tree care and land scaping industry, which will help him better assist OCS' customer base in th at sector.
Job Titles:
- Account Manager
- in 2022 As an Account Manager
Alicia Moening joined Oakmont Capital Services in 2022 as an Account Manager. She focuses on outreach to current customers: answering questions regarding loans, discussing new fina...Read More
Alicia Moening joined Oakmont Capital Services in 2022 as an Account Manager. She focuses on outreach to current customers: answering questions regarding loans, discussing new financing opportunities, and explaining OCS' offerings. Alicia graduated from Bemidji State University with a bachelor's degree in Business Administration and an emphasis in Finance. She is proud to work for OCS - a company that invests in her success and encourages her overall well-being.
Job Titles:
- Business Development Officer
Andrew Halladay has worked in the financial services industry for over 20 years, focusing on the equipment finance industry over the past 9 years. Andrew's career at Oakm...Read More
Andrew Halladay has worked in the financial services industry for over 20 years, focusing on the equipment finance industry over the past 9 years. Andrew's career at Oakmont Capital Services has steadily grown to include many industries such as transportation, landscaping, tree care, and construction, where he has built a strong client base across all 50 states. Andrew has immense experience and great insight into all parts of the finance industry, the changing environment, regulations, and current needs of the 21 st-century customer, allow ing him to better serve Oakmont's clients and help them build and grow their businesses. Andrew holds a bachelor's degree from Philadelphia University and a Certified Lease & Finance Professional (CLFP) designation.
Bill Chandlee joined OCS in 2017 and has worked in the financial industry for over 15 years. Formerly a Credit Analyst at Wells Fargo Auto Finance and later transitioning to a spec...Read More
Bill Chandlee joined OCS in 2017 and has worked in the financial industry for over 15 years. Formerly a Credit Analyst at Wells Fargo Auto Finance and later transitioning to a specialty in heavy equipment financing, he has experience with numerous facets of credit and financing. Bill's expertise includes roles as an analyst, admin support, accounts payable, accounts receivable, customer service and collections. Bill studied Business Management at Pennsylvania State University and Strayer University and has been a Pennsylvania Notary Public since 2010.
Job Titles:
- Director of IT
- OCS As the Director of IT
Bill Schmidt joined OCS as the Director of IT in 2021. With over four decades of information technology expertise, he leads the company's efforts to innovate systems, strategical...Read More
Bill Schmidt joined OCS as the Director of IT in 2021. With over four decades of information technology expertise, he leads the company's efforts to innovate systems, strategically utilize data, and keep up with the latest trends in the financial and technology fields. Bill graduated with a BS in Mechanical Engineering and later an MBA in Finance from Drexel University. He worked in Aerospace and Steel as a systems engineer prior to starting his own IT Consulting firm. Bill has been a Trustee for the Pennsylvania Institute of Technology since 2018.
Brooke brings a decade of customer service and finance experience to her role with OCS. She will focus on supporting OCS's current customers and helping them easily plan future p...Read More
Job Titles:
- Business Development Officer
Carrie Jaenicke has worked across various industries, including construction, landscaping, and woodworking, during her career as an equipment finance professional. At Oakmont Capit...Read More
Carrie Jaenicke has worked across various industries, including construction, landscaping, and woodworking, during her career as an equipment finance professional. At Oakmont Capital Services, Carrie focuses on building and maintaining strong, long-lasting relationships with vendors and dealers. She has a deep desire to understand her customers' needs, offer creative finance options, and make financing possible. Carrie obtained a bachelor's degree in management from St. Cloud State University.
Job Titles:
- Business Development Officer
Chad Primus' career in the equipment finance and leasing industry spans over 20 years. He specializes in agriculture, vocational and delivery trucks, plus construction equipment. Chad applies the same work ethic and values he learned growing up on a dairy farm in Central Minnesota to being a trusted advisor to his customers and vendors. At Oakmont Capital Services, Chad prides himself on delivering quick, convenient financing with extraordinary personal service. Chad graduated from St. Cloud State University with a bachelor's degree and obtained a Certified Lease & Finance Professional (CLFP) designation in 2020.
Clay Fischer, CLFP Large Ticket Credit Manager Clay has been a finance/banking professional since graduating from the University of Minnesota-Morris in 2012. Clay previously worked at an Albany-based banking institution where h...Read More
Clay has been a finance/banking professional since graduating from the University of Minnesota-Morris in 2012. Clay previously worked at an Albany-based banking institution where he started as a credit analyst and advanced to Sr. Credit Analyst, and held a $350K approval limit, among other responsibilities. Most recently, he worked with a community bank as a commercial loan officer, gaining experience with lending, sales, and business development. In 2019, Clay obtained his CLFP certification.
Job Titles:
- Business Development Officer
D.J. Jackson has been financing capital equipment and projects for clients in the U.S. and abroad for over 10 years. In 2012, D.J. joined Oakmont Capital Services, where he focuses...Read More
D.J. Jackson has been financing capital equipment and projects for clients in the U.S. and abroad for over 10 years. In 2012, D.J. joined Oakmont Capital Services, where he focuses on lending business owners in North America the funds to obtain commercial equipment for their company, achieve greater efficiency, increase utilization, and provide higher levels of service to their clients and partners.
D.J. graduated from North Carolina's Elon University with a bachelor's degree in Business Administration with an emphasis in Marketing. He began his career in procurement for a large publicly traded technology supply chain services company. Gaining a cutting edge understanding of inventory, distribution models, service levels, equipment asset utilization, and business efficiency, D.J. transitioned his prior career experiences into his role as an equipment finance professional. D.J. also holds a Certified Lease & Finance Professional (CLFP) designation.
Job Titles:
- COO
- Vice President
- Industry Executive
Daryn Lecy is a veteran industry executive with extensive operational and management experience. Daryn brings to Oakmont the experience of helping lead the growth of a $140MM portf...Read More
Daryn Lecy is a veteran industry executive with extensive operational and management experience. Daryn brings to Oakmont the experience of helping lead the growth of a $140MM portfolio to $1.2B while partnering to manage over 150 employees. Daryn has experience in strategic planning, credit, business development, creative and customized financing programs, syndications, third-party funding relationships, technology initiatives, employee management, and development. Daryn recently served as President for The National Equipment Finance Association (2019-2020) and currently serves as Immediate Past President (2020-2021). He most enjoys working alongside a great team of dedicated employees and a dynamic leadership team at Oakmont Capital Services.
Elise Linn has 19 years of experience in the equipment finance industry. After graduating from St. Cloud State University with a bachelor's degree in Finance, she began her eq...Read More
Elise Linn has 19 years of experience in the equipment finance industry. After graduating from St. Cloud State University with a bachelor's degree in Finance, she began her equipment finance career. Elise has extensive experience working directly with manufacturers establishing national retail finance programs. At Oakmont Capital Services, she specializes in partnering with manufacture rs and vendors, plus end-user customers, providing an excellent financing experience. Elise has a passion for helping businesses grow by providing top-notch customer service and financing for equipment essential in daily operations. Elise also holds a Certified Lease & Finance Professional (CLFP) designation.
George Krusen joined Oakmont Capital Services in January of 2023 as the Chief Financial Officer. George is a highly accomplished, results-driven, a seasoned financial executive wit...Read More
George Krusen joined Oakmont Capital Services in January of 2023 as the Chief Financial Officer. George is a highly accomplished, results-driven, a seasoned financial executive with extensive and progressive experience in accounting, finance, and operations management. George has spent over 20 years in the leasing industry in various financial leadership positions. In addition to leasing, he has experience in other industries, including credit card, software, biotech, and manufacturing. He has worked for Fortune 100 companies and start-up companies, both publicly traded and privately held. George brings to Oakmont a focus on digital transformation of the financial and operational functions to ensure the integrity of the financial results and to drive business results. In addition to George's accounting, reporting, and controls background, he brings a strong financial modeling acumen.
George is a licensed Certified Public Accountant in the Commonwealth of Pennsylvania. George earned his Bachelor of Arts degree in Accounting from Grove City College and a Masters of Accounting with a concentration on information systems from Virginia Tech.
Job Titles:
- Broker Services Specialist
Jacki Thielen has been working in the financial sector since 2007. Beginning in client relations, she transitioned to a Sales Assistant and was promoted to Sales Assistant Supervisor. She attended Concordia College and achieved a Certified Lease & Finance Professional (CLFP) in 2019.
Jayme Gerads, CLFP Business Development Officer Jayme Gerads has a career in the finance industry spanning over 14 years. Throughout these years, he has worked in multiple positions giving him an in-depth understanding of...Read More
Jayme Gerads has a career in the finance industry spanning over 14 years. Throughout these years, he has worked in multiple positions giving him an in-depth understanding of the financing process. Before beginning his career in the finance industry, Jayme worked for an excavating company operating heavy equipment and still possesses a commercial license, which has helped him better relate to and understand his customers' needs in the construction, agriculture, and trailer industries. Jayme holds a bachelor's degree in Business Management from Southwest Minnesota State University and earned the Certified Lease & Finance Professional (CLFP) designation in 2020.
Job Titles:
- Business Development Officer
Jeff Schubert has over three decades of experience in the equipment finance and alternative finance industries, serving in a variety of roles. He has successfully originated busine...Read More
Jeff Schubert has over three decades of experience in the equipment finance and alternative finance industries, serving in a variety of roles. He has successfully originated business by developing relationships with vendors, equipment leasing brokers, and customers of independent, captive, and bank-owned leasing companies. Jeff also has 10 years of entrepreneurial experience running his own small ticket leasing company. He is passion ate about helping companies grow their businesses. Jeff holds a bachelor's degree in business administration and graduated Magna Cum Laude from Boston University.
Jen Foulds, CLFP Funding Manager Jen has been a part of the Oakmont Capital Service's team for over 10 years. Initially, she began as a Data Entry Clerk and progressed from Credit Analyst to Funding Manager. Jen...Read More
Jen has been a part of the Oakmont Capital Service's team for over 10 years. Initially, she began as a Data Entry Clerk and progressed from Credit Analyst to Funding Manager. Jen was an integral part of developing and implementing the CRM system, and currently oversees the funding process, checks in docs, communicates with the sales team on funding status, creates funding packages, requests wires, and sends out notifications on prefunded and funded transactions. She also works closely with the document, titling, and insurance teams to ensure the funding process is smooth and complete. Jen has been commissioned a Pennsylvania Notary Public since 2014. In her free time, Jen enjoys spending time with her 2 young children and cheering on the Philadelphia Flyers.
Job Titles:
- Broker Services Specialist
Jena brings 21 years of equipment finance experience to her position as a Broker Services Specialist. A strategic thinker driven by seeing her accounts grow and succeed, she is known for her upbeat-positive attitude and strong work ethic. Jena prides herself on excellent customer service and getting to know each customer and their business needs. Most importantly, Jena strives to treat everyone that crosses her path with respect. At Oakmont Capital Services, Jena works with established customers and vendors to expand their businesses.
Jim Peach has over 17 years of experience in the equipment finance industry. Prior to joining Oakmont Capital Services, Jim began his equipment finance career with a Minnesota-...Read More
Jim Peach has over 17 years of experience in the equipment finance industry. Prior to joining Oakmont Capital Services, Jim began his equipment finance career with a Minnesota-based bank as an account manager. He held many roles with increasing responsibility throughout his tenure, including client relations, business development, third-party origination, equipment valuations, off-lease equipment sales, and VP/ Sales Manager. At Oakmont, Jim leads the sales team to deliver an excellent customer experience and oversees the marketing strategy to ensure alignment with business objectives.
Jodie Schimek has a background in credit, finance, and accounting. Before joining Oakmont Capital Services, Jodie worked for Northwestern Bank, holding roles as a credit analyst an...Read More
Jodie Schimek has a background in credit, finance, and accounting. Before joining Oakmont Capital Services, Jodie worked for Northwestern Bank, holding roles as a credit analyst and business banker, and worked as a VF Outdoor staff accountant. At Oakmont, she is part of the credit team, helping review and approve customer deals quickly and efficiently. Jodie graduated from Minnesota State University Moorhead (MSUM) in 2014 with a bachelor's degree in finance and a minor in economics.
Joe Leonard is one of the founding Members of Oakmont Capital Services. His primary function is to oversee Oakmont's strategic direction, ensuring its sustained growth and maintai...Read More
Joe Leonard is one of the founding Members of Oakmont Capital Services. His primary function is to oversee Oakmont's strategic direction, ensuring its sustained growth and maintaining the industry's highest ethical and performance standards. After graduating from Penn State University, Joe has had an extensive and varied business experience ranging from commercial financing to consumable goods and services. In addition to Oakmont Capital Services, Joe has founded and operated several companies, including a bauxite mine, a packaging company, and a spring water bottling company.
Joe has been an active member of the equipment finance industry for over 25 years and is passionate about giving back. He is a hands-on member of the Certified Lease and Finance Professional (CLFP) Foundation, serving on the board since January 2019. In addition, Joe participates with several CLFP Committees and has served as an instructor for the CLFP exam. He was also a former National Equipment Finance Association (NEFA) board member, with tenure from October 2016 to June 2018.
Kayla Perlinger, CLFP VP Syndications Kayla Perlinger is an experienced equipment finance professional with wide-ranging industry knowledge. Kayla oversees the sell desk at Oakmont Capital Services, establishes new par...Read More
Kayla Perlinger is an experienced equipment finance professional with wide-ranging industry knowledge. Kayla oversees the sell desk at Oakmont Capital Services, establishes new partnerships, and further develops existing syndication relationships. She is also highly active in data analysis, technological initiatives, risk management, and streamlining processes. Kayla graduated from St. Cloud State University in 2011 with a bachelor's degree in Economics. As a dedicated participant in the equipment finance industry, she earned her Certified Lease & Finance Professional (CLFP) designation in 2016 and is currently a committee member for the Chris Walker Education Foundation. Kayla is an advocate for self-development, committed to continuing education, and has a strong interest in technological advancements.
Keara M. Piekanski, MBA, CLFP Director of Marketing Keara M. Piekanski has over 19 years of experience in B2B and B2C marketing, working in both the agency and corporate worlds. She has developed strategic plans, implemented multi-m...Read More
Keara M. Piekanski has over 19 years of experience in B2B and B2C marketing, working in both the agency and corporate worlds. She has developed strategic plans, implemented multi-media tactics, and built marketing teams that have driven business growth. Keara joined Oakmont Capital Services in 2018 and oversees the marketing team, driving the strategic marketing vision and curating all content. Active in the equipment finance industry, she serves as Chair of the Equipment Leasing and Finance Association (ELFA) Communications Committee, is a member of the Equipment Finance Cares Marketing Committee, and a former member and Chair of the Certified Lease & Finance Professional (CLFP) Foundation's Marketing Committee. Keara studied Communication at the University of Pittsburgh, graduating Manga Cum Laude, and holds an MBA in Marketing and Strategic Management from Villanova University.
Kristy Doll began working in the equipment finance industry in 2018 as a Sales Assistant and was quickly promoted to a Client Relations Representative. She joined Oakmont Capital S...Read More
Kristy Doll began working in the equipment finance industry in 2018 as a Sales Assistant and was quickly promoted to a Client Relations Representative. She joined Oakmont Capital Services in 2021 as a Documentation Specialist and was promoted to Client Account Manager six months later. Kristy has previous experience as an accounting assistant and an Operations Compliance Coordinator. She graduated with a double major in Paralegal and Legal Administrative Assistant from Alexandria Technical College. She is proud of her strong work ethic, hard work, and dedication to her career, which she attributes to growing up on a farm.
Maggie started working in the equipment finance sector in 2016 as a Sales Assistant. In 2018, she was promoted to Lead Sales Assistant, where she focused on the medical industry. In 2019, Maggie obtained a Certified Lease & Finance Professional (CLFP) designation. She also holds an ICBA Principles of Banking Certificate, which she achieved in 2020. Maggie joined OCS in 2022 as Sales Coordinator and will focus on streamlining the funding process for customers.
Megan Zoba is one of the founding Members of Oakmont Capital Services. She has served the equipment financing and leasing industry since 1991 and oversees the day to day back offi...Read More
Megan Zoba is one of the founding Members of Oakmont Capital Services. She has served the equipment financing and leasing industry since 1991 and oversees the day to day back office (credit, documentation, and funding) operations of Oakmont Capital Services. As VP Docs & Funding, Megan is an active participant in setting and administering tactical and strategic goals for the company. Megan's extensive experience in managing the back-office functions has proven critical to Oakmont's continued success.
Job Titles:
- Director of Business Development
Michael McElroy is an experienced equipment finance professional who joined Oakmont Capital Services in 2018. During his career, Michael has established multiple national manufa...Read More
Michael McElroy is an experienced equipment finance professional who joined Oakmont Capital Services in 2018. During his career, Michael has established multiple national manufacturer financing programs and created unique solutions to help vendors sell more equipment. His customers appreciate his commitment to personal service and his desire to form long term relationships in the industries that he serves. Michael graduated from Saint John's University with a degree in Economics and holds a Certified Lease & Finance Professional (CLFP) designation.
Mikki Henkelman, CLFP VP Credit & Risk Mikki Henkelman established a career in the equipment leasing and finance industry in 2007. She has experience in numerous industry areas, specializing in underwriting, syndication...Read More
Mikki Henkelman established a career in the equipment leasing and finance industry in 2007. She has experience in numerous industry areas, specializing in underwriting, syndications, and credit risk. At Oakmont Capital Services, Mikki oversees the credit department and assists with process implementation and risk management. Mikki studied Finance at Minnesota State University, Moorhead with a minor in communications, and attained her Certified Lease & Finance Professional (CLFP) designation in 2016.
Job Titles:
- Business Development Officer
Mindy Lund has worked in the financial industry since 2007, focusing on equipment financing since 2011. During this time, Mindy has gained a wealth of knowledge and experience acro...Read More
Mindy Lund has worked in the financial industry since 2007, focusing on equipment financing since 2011. During this time, Mindy has gained a wealth of knowledge and experience across various industries, including veterinary, optical, construction, agriculture, titled equipment, and more. At Oakmont Capital Services, she builds strong relationships with equipment vendors, manufacturers, and end-users, plus is passionate about providing exemplary customer service. Mindy holds a bachelor's degree from St. Cloud State University and obtained a Certified Lease & Finance Professional (CLFP) designation in 2019.
Job Titles:
- Broker Services Specialist
Missy Koltes has been working in the equipment finance industry since 2009 and served as a broker supervisor before joining Oakmont Capital Services in 2021. Throughout her career,...Read More
Missy Koltes has been working in the equipment finance industry since 2009 and served as a broker supervisor before joining Oakmont Capital Services in 2021. Throughout her career, Missy focused on nurturing third-party referral source relationships. Missy holds a bachelor's degree in finance from St. Cloud State University. She values growing and maintaining relationships with referral partners and finding creative financing solutions for customers.
Job Titles:
- Business Development Officer
Molly Sand has been worked in the financial services industry for 17 years and has focused on the equipment finance industry for the past 9 years. She has also gained experienc...Read More
Molly Sand has been worked in the financial services industry for 17 years and has focused on the equipment finance industry for the past 9 years. She has also gained experience as a teller, insurance agent, and mortgage loan officer during her career. As an equipment finance professional with Oakmont Capital Services, Molly has built vendor and customer relationships in industries including construction, landscaping, tree care, and forestry to help businesses grow.
Sara Birr began her career in equipment finance in 2012 as a sales assistant, working closely with customers and the sales departments to ensure a smooth and quick funding process. At Oakmont, Sara continues to provide an excellent customer experience when creating and distributing critical documents to customers.
Sarah has worked in the equipment finance industry since 2000 and has a breadth of experience. Her knowledge includes funding, documentation, insurance, titling, customer service, technology updates/enhancements, and operations management. At Oakmont Capital Services, Sarah serves as Customer Service Manager, assisting customers with funding, documentation, and insurance inquiries.
Job Titles:
- Business Development Officer
Sean Eidle is a dedicated equipment finance professional, joining Oakmont Capital Services in 2014. After graduating from West Chester University with a bachelor's degree in Marketing, Sean began his career with Oakmont Capital Services. In 2019, he earned the Certified Lease & Finance Professional (CLFP) designation. At Oakmont, Sean works directly with customers and assists other sales personnel with the funding process. He handles the documentation and correspondence between customers and vendors and strives to provide a top-notch experience.
Job Titles:
- Business Development Officer
Tabitha Renneker has been working in the financial industry since 2012, specializing in medical equipment financing for the past 6 years. She values the relationships built with he...Read More
Tabitha Renneker has been working in the financial industry since 2012, specializing in medical equipment financing for the past 6 years. She values the relationships built with her customers, vendor partners, and colleagues and enjoys helping end-users obtain the equipment needed to grow their businesses by offering creative financing options. At Oakmont Capital Services, Tabitha will focus on providing excellent customer service while making the entire financing process as seamless as possible for all parties involved.
Tatum Noreen started working in the equipment finance industry in 2015 after graduating from Bemidji State University with a bachelor's degree in Business Administration. Tatum b...Read More
Tatum Noreen started working in the equipment finance industry in 2015 after graduating from Bemidji State University with a bachelor's degree in Business Administration. Tatum began her career as a credit analyst and transitioned into client relations soon after. She became a team leader in the spring of 2018, and in 2019, Tatum obtained her Certified Lease & Finance Professional (CLFP) designation. She joined Oakmont Capital Services as an Inside Sales Representative in 2021.
Tracey Elfering, CLFP Documentation & Titling Manager Tracey began her career in the leasing industry in 2000 and has worked in a variety of roles. At Oakmont Capital Services she is focused on Documentation, UCC's and Titling. Trac...Read More
Tracey began her career in the leasing industry in 2000 and has worked in a variety of roles. At Oakmont Capital Services she is focused on Documentation, UCC's and Titling. Tracey has helped facilitate and execute the implementation of many processes including ELT title processing, DocuSign (Electronic Signature), plus created a process to track the unique titling nuances in this industry. Tracey is dedicated to the industry and always looking for opportunities to expand her knowledge. She completed the Dale Carnegie Training Course in 2017 and received the Highest Award for Achievement.
Job Titles:
- Finance Coordinator
- Supervisor
Tracy Schneider began her career by running her family's small business in central Minnesota. In 2015, she embarked on her journey in the equipment finance industry, first as ...Read More
Tracy Schneider began her career by running her family's small business in central Minnesota. In 2015, she embarked on her journey in the equipment finance industry, first as a Sales Assistant, and then promoted to a Lead Broker Sales Assistant. At Oakmont Capital Services, Tracy partners with customers and the sales team to ensure a smooth funding process. She handles the documentation and correspondence between customers and vendors while providing excellent customer service. Tracy hold s an associate degree in Business Administrations from the Minnesota School of Busines s, obtained a Certified Lease & Finance Professional (CLFP) designation in 2019, and an ICBA Principles of Banking Certificate in 2020.
Trista Stangler joined Oakmont in 2020, focusing on titling and operations. Before joining the team, Trista worked in the equipment finance industry for 7 years. Her background is extensive, having served in various roles, including reception, customer service, accounts receivable, and as a funding specialist.