Meet the Team Fueling the Growth of Business™

 

Oakmont Capital Services is a fast, affordable, reputable solution to financing your business.

We have the capacity to provide financing services to all types of businesses and are not limited to those that are established with strong financials. Our clients include recent start-ups and even those with a troubled credit history. Our goal is to work with you to find the best financing options suitable for growing your business.

Oakmont Capital maintains relationships with bank and non-bank lenders so that we always have the most competitive interest rates and terms, typically beating local banks on APR, term, and money down requirements. We can also fund from scanned documents, so our streamline process can approve your financing request of up to $300,000 within 24 hours!

We’ll never require a blanket lien filing for equipment loans or leases and always use plain language documents. It’s what makes financing with Oakmont Capital Services the right choice for you.

Leadership

Joe Leonard, CLFP
Managing Member

Office: (610) 880 3346
jleonard@oakmontfinance.com

Joe Leonard is one of the founding Members of Oakmont Capital Services, LLC. Joe’s Primary function is to oversee the sales and financial management of Oakmont Capital. Joe has extensive experience on both sides of the desk, having entered the equipment finance marketplace in 1985. Joe has owned and operated several companies since that time including a Bauxite mine, a packaging company and a spring water bottling company.

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Joe began in equipment financing and leasing in 1985 as a Service Manager for Mita Leasing Corp. Joe quickly rose through the ranks and left the company in 1988 as a Regional sales Manager to form Can-Am Absorbents Co., Inc. an Arkansas based mining company. Can-Am was sold in 1996. Joe went on to form Spring Hope Water Company, a bottler of spring water in Bedford, PA. That company was sold in 1998. At that point, Joe re-entered the equipment finance market place where he met up with Megan Zoba of Preferred Business Leasing. Joe and Megan worked together from 1998 through 2003. From That point forward, Joe grew JPL Capital into an originator of $6.0-$8.0MM of annual financing transactions.

Joe is a graduate of Penn State University and is active in many professional and business groups.

Joe’s responsibilities include:

  • Coordinating the required due diligence on all credit requests above $100,000.
  • Performing all duties associated with the financial management of the business.
  • Communicating with Oakmont Capital’s funding partners regarding the status and performance of Oakmont Capital’s portfolios.
  • Communicating with clients and vendors regarding current and future financing opportunities
  • Overseeing all aspects of the sales and marketing efforts.
  • Recruiting new vendors and business development personnel.
  • Ensuring that Oakmont Capital Services maintains the highest ethical and performance standards within the industry.
  • Prior to co-founding Oakmont Capital Services, LLC, Joe was the Managing Member of JPL Capital LLC d/b/a Oakmont Capital
  • Services. Joe formed this entity in 2002 after running it as a sole proprietorship from 1998. JPL Capital laid the groundwork for what Oakmont Capital Services LLC is today.

Megan Zoba
Managing Member/Operations Director

Office: (610) 880 3345
mzoba@oakmontfinance.com

Megan Zoba is one of the founding Members of Oakmont Capital Services, LLC. She oversees the day to day back office (credit, documentation, and funding) operations of Oakmont Capital Services. Megan chose equipment financing and leasing as a career in 1991. As a partner in Oakmont Capital Services, LLC, Megan is the 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 Capital’s success.

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Prior to co-founding Oakmont Capital Services, LLC, Megan was the principle of Preferred Business Leasing, Inc. Megan formed Preferred Business Leasing in 1996 and set the company up as an equipment finance and lease brokerage that primarily services the equipment financing needs of vendors. Megan’s finance career began in 1991 as a Broker Manager for Corporate Capital Leasing. She honed her skills while working the credit and funding desk and pioneered the use the of the Pegasus Program, a system that streamlined the origination and processing of equipment lease transactions for funding sources such as GE Capital and Colonial Pacific Leasing.

Megan is a graduate of Immaculata College and is active in her children’s school and after school pursuits.

Megan’s responsibilities include

  • Coordinating the required due diligence on all credit requests less than $100,000.
  • Packaging credit requests based upon the protocol of the various funding partners of Oakmont Capital Services.
  • Communicating daily with Oakmont Capital’s Business Development personnel in regards to transaction status and follow up request.
  • Communicating daily with Oakmont Capital’s funding partners regarding the credit and funding status of open transactions.
  • Communicating with clients, vendors, insurance agents and all other parties associated with open transactions.
  • Updating credit parameters and disseminating funding partner parameters to Oakmont’s BDO’s.

Daryn Lecy, CLFP, MBA
Vice President Operations

Office: (320) 844 8811
dlecy@oakmontfinance.com

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 is excited to bring his experience to a solid organization to work alongside a great team of dedicated employees and to join the dynamic leadership team!

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Prior to joining Oakmont Capital, Daryn worked 14 years at Stearns Bank N.A. Equipment Finance Division. Daryn started there as a credit analyst while finishing his MBA and moved into management a couple years later, taking over the role of VP of Operations in 2007. Daryn oversaw operations of the $1.2MM division and along with his General Manager, jointly managed a team of over 150 employees. Prior to Stearns, Daryn worked for Prudential Financial and Wells Fargo Bank.

Daryn received his undergraduate degree from Minnesota State University Moorhead and completed his MBA at St. Cloud State University. Daryn, along with his wonderful wife, Jen, and their three kids live in central Minnesota.

Daryn’s responsibilities include:

  • Assisting with funding sources, debt management, and syndications
  • Participate in strategic planning and direction with Oakmont Capital Leadership Team
  • Overseeing operational and technology initiatives for Oakmont Capital
  • Assisting operational teams with process review and enhancements
  • Managing third-party vendor relationships
  • Helping manage the Oakmont Capital team
  • Leading Oakmont Capital’s Minnesota office

Jim Peach, CLFP
Vice President Sales and Marketing

Office: (320) 844 8808
jpeach@oakmontfinance.com

Jim has over 15 years of experience in the equipment finance industry. Prior to joining Oakmont Capital, Jim worked 14 years at Stearns Bank N.A. Jim started at Stearns Bank as an account manager and held many roles during his time there including client relations, business development, third-party origination, equipment valuations, off-lease equipment sales and VP/ Sales Manager.

Operations

Bill Chandlee
Operations Manager

Office: (610) 880 3349
bchandlee@oakmontfinance.com

Formerly a Credit Analyst at Wells Fargo Auto Finance, and later transitioning to a specialty in heavy equipment financing, Bill Chandlee has served the financial industry for 15 years. He has experience with numerous facets of credit and financing, including roles as analyst, admin support, accounts payable, accounts receivable, and customer service.

Bill studied Business Management at Pennsylvania State University and Strayer University, and has been a Pennsylvania Notary Public for the past 8 years.

Kayla Perlinger, CLFP
Syndication Manager

Office: (320) 844 8810
kperlinger@oakmontfinance.com

Kayla is an experienced equipment finance professional with wide-ranging industry knowledge. As Syndications Manager, her primary roles are managing the sell desk at Oakmont Capital and further developing syndication relationships. Kayla has involvement in underwriting, syndications, relationship building, business reporting, and streamlining processes.

Kayla studied Economics at Saint Cloud State University, and has been actively involved with continuing education within the industry. She enjoys creating operational efficiencies and learning about new technology.

Mikki Henkelman, CLFP
Credit Manager

Office: (320) 844 8809
mhenkelman@oakmontfinance.com

Mikki has been involved with the equipment leasing and finance industry since 2007. She has experience in numerous areas of the industry, specializing in underwriting, syndications, and credit risk. As Credit Manager, Mikki will oversee the credit department as well as assist with process implementation and risk management.

Mikki Studied Finance at Minnesota State University, Moorhead with a minor in communications and has had her CLFP since January 2016.

 

Cristina Barnett
Credit Analyst

Office: (610) 880 3341
cbarnett@oakmontfinance.com

Amanda Town
Credit Analyst

Office: (610) 880 3342
atown@oakmontfinance.com

Jen Foulds
Documentation Coordinator

Office: (610) 880 3344
jfoulds@oakmontfinance.com

Jessica Wenner
Business Development Assistant

Office: (610) 880-3340
jwenner@oakmontfinance.com

Tracey Elfering
Business Development Coordinator

Office: (320) 844 8801
telfering@oakmontfinance.com

Lynda Clark
Business Development Coordinator

Office: (610) 880 3343
lclark@oakmontfinance.com

Business Development

Dave Bacon
Business Development Officer

Office: (610) 880 3364
dbacon@oakmontfinance.com

Robert Corse
Business Development Officer

Office: (610) 880 3355
rcorse@oakmontfinance.com

With 22 years of sales experience, Robert is a vital part of Oakmont Capital’s team of professionals, growing businesses across the country by providing affordable equipment finance and dedicated customer service.

Robert Corse joined Oakmont Capital from Stillman Volvo, where he worked for seven years. He is experienced in commercial truck sales, traffic equipment sales, auto sales, and home mortgages. Reconnecting with previous clients and building new relationships, Robert has quickly become a commercial financing “go to” for his customers.

Jena Dirkes
Channel Development Director

Office: (320) 844 8812
jdirkes@oakmontfinance.com

Sean Eidle
Business Development Manager

Office: (610) 880 3351
seidle@oakmontfinance.com

Jim Ellixson
Business Development Director

Office: (610) 880 3362
jellixson@oakmontfinance.com

Joe Fiore
Business Development Officer

Office: (610) 880 3365
jfiore@oakmontfinance.com

Louis Frignito
Business Development Manager

Office: (610) 880 3354
lfrignito@oakmontfinance.com

Jayme Gerads
Business Development Officer

Office: (320) 844 8803
jgerads@oakmontfinance.com

Andrew Halladay, CLFP
Business Development Officer

Office: (610) 880 3352
ahalladay@oakmontfinance.com

With over 20 years in the financial services industry and a focus in the equipment finance industry over the past 5 years, Andrew’s career at Oakmont Capital Services has steadily grown, to include many industries such as transportation, landscaping, tree care and construction to mention a few, thus allowing me to have 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 21st century customer. This has allowed him to better serve our client base and help them build and grow their business so as to become the best they can be.

Bob Hoffman
Business Development Officer

Office: (610) 880 3359
bhoffman@oakmontfinance.com

John Horan
Business Development Officer

Office: (610) 880 3356
jhoran@oakmontfinance.com

D.J. Jackson, CLFP
Channel Development Director

Office: (610) 880 3353
djackson@oakmontfinance.com

North Carolina’s Elon University graduate, DJ has a BS in Business Administration with an emphasis in Marketing. He started 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, DJ has brought his earlier experiences into his career as a commercial equipment finance professional.

DJ has been financing capital equipment and projects for clients here in the U.S. and abroad for over 10 years. His focus is to provide business owners in North America the funds to obtain commercial equipment for their company to achieve greater efficiency, increased utilization, and higher levels of service to their clients or partners.

Elise Linn
Business Development Officer

Office: (320) 844 8802
elinn@oakmontfinance.com

Mike Macy
Business Development Officer

Office: (610) 880 3358
mmacy@oakmontfinance.com

Michael McElroy
Business Development Officer

Office: (320) 844 8806
mmcelroy@oakmontfinance.com

Rick Marianetti
Business Development Officer

Office: (610) 880 3366
rmarianetti@oakmontfinance.com

Rick Marianetti has been in the equipment finance and leasing business for more than 30 years. Occupying various sales and sales manager positions, Rick’s last four and a half years were spent as a Regional Sales Manager with Commercial Credit Group on their Transportation Finance team. For the eight years prior, he served as a Regional Sales Manager with CAT Finance on their Transportation Finance team.

Rick’s goals are to extend the reach of Oakmont Capital while including the customers and dealers that he has developed relationships with over the last decade. With his thorough understanding of customers’ business and financial needs, Rick is ready to structure an Oakmont Capital financing solution that exceeds expectations.

Chad Primus
Business Development Officer

Office: (320) 844 8805
cprimus@oakmontfinance.com

Molly Sand
Business Development Officer

Office: (320) 844 8804
msand@oakmontfinance.com

Andy Stephanou
Business Development Officer

Office: (610) 880 3357
astephanou@oakmontfinance.com

Rick West
Business Development Officer

Office: (610) 880 3361
rwest@oakmontfinance.com

Marty White
Business Development Officer

Office: (610) 880 3363
mwhite@oakmontfinance.com

Marketing

Corinne Glass
Marketing Assistant

Office: (610) 880 3347
cglass@oakmontfinance.com

Have Questions?

Whether you’re wondering about your rate options, term length, or types of collateral we finance, we’re here to answer your questions.

Call us: 877-701-2391  Email to: info@oakmontfinance.com

Oakmont Capital Services, LLC (Headquarters)
1398 Wilmington Pike, Suite 200
West Chester, PA 19382
Direct  (610) 892 8670
Toll-Free  (877) 701 2391
Fax  (800) 843 2948
info@oakmontfinance.com

Oakmont Capital Services (Minnesota Offices)
641 Railroad Avenue, P.O. Box 219
Albany, MN 56307
Direct  (320) 844 8800
Toll-Free  (877) 701 2391
Fax  (800) 843 2948
info@oakmontfinance.com

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