Valerie King
I grew up in Boise, Idaho, and my high school class consisted of 13 people. 40% of the school came from countries around the world. I earned an international baccalaureate degree and knew from the age of 12 I wanted to go to school in Boston. My younger brother went the opposite route—he headed to Portland, OR. I went to Wellesley College (right outside of Boston—close enough) and majored in theatre studies and anthropology. I was the president of the Shakespeare Society and I directed three plays in college; I acted in/produced/sound designed for maybe 25 more. I have lived in Idaho, Boston, New York City, Jamaica, St. Louis, Chicago, and San Francisco. I ended up in Philadelphia and this is my third stint living here—I just can’t stay away. I bought a house here—now I also can’t move away. I have a tech background and I’ve done some political campaigning. I’ve always been sales or sales-adjacent, but my passion is coaching. My husband is from Germany and my dog is from Kensington. He is a pug-cocker spaniel who is very lazy and very funny. I am childfree by choice. I am the Demand Gen/SDR Manager at Marlin Capital Solutions. I like people who are funny, intelligent, and generous. All day, I seek to laugh, make other people laugh, and shine a flashlight through the dark tunnel of one person’s career. I’m excited to work with you all.
Tara Berlingo
Tara has 15 plus years of HR experience, six of which have been spent at Peoples United Bank. She has supported a variety of different groups including corporate, sales, engineering and service across a variety of industries. She has been involved with 10 mergers and acquisitions throughout her career. Tara also has had the opportunity to manage, mentor and coach numerous people throughout her career. She served on the board of the western branch of the Society for Human Resources Management from 2006-2011 in the position of Chair of Student Affairs and Co-Chair of Community Affairs. She has a master’s degree in Integrated Marketing from Manhatanville College and an undergraduate degree in Criminal Justice from Salve Regina University. She also holds certificates in Mediation as well as Dale Carnegie. Tara currently lives in Stamford, Connecticut and works out of Bridgeport, Connecticut.
Adam Ohme
Adam Ohme is Vice President of Underwriting at Channel, tasked with steering process and policy implementation and team development with a focus on the Equipment Finance product and shared Working Capital product responsibility.
Prior to joining Channel, Ohme was Lending Manager in the Commercial Vehicle Group at Wells Fargo where he managed a credit analyst team that funded +$500MM annually in flow/small ticket and middle ticket business transactions $10-500K. In his 13 years at Wells Fargo, Ohme served in various roles from branch management to commercial lending and played a vital part in instituting numerous compliance and regulatory requirements, including BSA due diligence.
Ohme holds a Bachelor of Arts in Business Management from St. John’s University, a Master of Business Administration from St. Mary’s University, and achieved his CLFP designation in May of 2021.
Tom Feierabend
Tom Feierabend is a Sales Director at LEAF Commercial Capital with 15 years of experience in Leasing/Sales. Tom currently manages a team of 15 members and provides the training and development of new and tenured Sales Reps to help them achieve their goals. He specializes in creating strategies to help close complicated transactions. A strong believer in open communication and interaction, you will find Tom sitting side by side with colleagues showing them how they can get to the next level of their career. On the weekend you can find him cooking, mostly behind a BBQ.
Tim Egan
My name is Tim Egan and I am from New Jersey. I work full time as Vice President of Compliance and Operations at a bank owned finance company in New York City. We finance laundromats, car washes, grocery stores, tow trucks and more. I have been in equipment finance for 15 years, which began documenting loans at a different bank owned finance company, where I landed after the military. I am a single parent of 4 kids between the ages of 11 & 19. I have half an MBA but don’t plan on going back to finish it up. I enjoy reading fiction and writing music. Happy to meet you.
Jake Nguyen
Seasoned credit risk professional with over 10 years of experience in the equipment finance industry with proven record of developing high performance teams in a banking regulated environment, specialize in bridging internal and external partners to achieve desire outcome on small and middle ticket transactions.
Nicole White
Nicole White is a Director in Sales Operations at CIT Bank, a Division of First Citizens Bank & Trust Company. She has responsibility for Indirect Deal closings for Equipment Finance and oversees all Syndication closing activities for CIT’s small-ticket & mid-ticket transactions. This includes program management, deal structuring and booking. In her role she is further responsible for control management activities which cover quality assurance reviews, policies and procedures implementation, coordination with internal and external auditors, as well as providing onboarding support for new relationships and products.
Nicole has over 5 years of experience in the Commercial Leasing industry and has played an integral role in large portfolio acquisitions as well as Business Capital control projects. She joined CIT in May 2016.
She received a BS degree in Finance from the University of Florida – Warrington College of Business. Outside of work Nicole enjoys going to the beach and taking her two dogs on local trails.
Joseph Turner
Joseph Turner is a Vice President responsible for Strategy and Analytics for Business Capital and has been with the firm since 2016. Joseph began his career at the bank through its two-year Finance Development Program and after three years in Finance transitioned into a role within Business Capital in 2019. He joined the bank straight after graduating from the University of North Florida (UNF) with dual Bachelor of Business Administration degrees in Finance and Economics. While in school, Joseph served as Student Body President and a Trustee on the UNF Board.
Lee Wisler
Personal: I am 35 years old and reside in Granger, a suburb of South Bend, IN. I am married to my wife Cristine since 2014 and have two kids. My daughter Camille is 5 and my son Wade just turned 3. We are fortunate to have our extended family reside in the nearby area and spend the majority of our summer free time on the water at a family lake home. I am struggling to get better at golf, but enjoy 9 holes after work when my schedule affords.
Professional: I joined 1st Source Bank in 2016 following a decade in sales and business prospecting. New to commercial lending at the time, I received a tremendous education as an SBA focused Small Business Lender. In this role I became practiced in CRE, working capital facilities, business acquisitions, and utilized SBA afforded protections to help start-up businesses obtain capital. In 2018 I joined 1st Source Bank’s Specialty Finance Group and pivoted to a career in equipment finance. I specialized in growing the banks delivery and vocational vehicle portfolio and maintain my production focus in this area to date. In 2020, I entered into a management role of our Specialty Vehicle Division. This division houses a number of product lines to include Motorcoach, Shuttle Bus, Delivery, and Funeral Car. I am a committee member of the bank’s Commercial Banking Development Program and enjoy working with young emerging bankers eager to explore their own careers.
Erin Smith
Erin has 15+ years managing office buildouts and corporate events for mid-sized to large international organizations. Working with multiple internal and external stakeholders to ensure goals exceed expectations.