“Terry worked for me at NewStar Financial for several years. He is a solid credit professional with a great work ethic. He is well versed in all aspects of the equipment finance industry including credit, pricing and legal documentation.”
Work Principles
Testimonials
“I worked with Terry directly since 2006 when he was ORIX Commercial Finance where he was originating and underwriting new lease transactions for their business. I was contracted to provide equipment management expertise in reviews, appraisals and equipment overviews for the credit writeups, as well as them with structural consulting all as Dover Management Group, Inc. Terry was always detail oriented, thorough, reasonable, and realistic in his expectations about the likely probability of actual transactions, conservative and yet aggressive with creativity to move potentially beneficial transactions ahead to the next step in a sensible manner for ORIX. Terry carries himself well professionally and is well respected in the financial community.”
Christopher Condon – President – Dover Management Group, Inc.
“Terry, is a well-respected in his field of equipment leasing and finance. Terry performed extremely well in his role as a Sr. Credit Officer. I would highly recommend Terry to a potential employer.”
Tom Jaschik – President – BB&T Equipment Finance
I have known Terry for seventeen years as I have had the privilege to work with him at various commercial finance companies. During the time I have known Terry, I have seen him evolve into the consummate professional in the Commercial and Industrial and Asset Based lending areas. He is extremely detailed oriented and highly competent in all of the various functions of credit analysis, underwriting and due diligence lending including portfolio account management and risk assessment analysis. Over the past couple of years, Terry has added to his well rounded commercial finance skill base with his origination role in sourcing and selling existing transactions from third party sources. In addition to Terry’s excellent credit and lending skill sets, his computer and technology skill base is exceptional. Terry possesses a strong work ethic coupled with a high level of integrity and a can do attitude which are quality traits we all seek to see in others!
Dominick Masciantonio Vice President – Wells Fargo Bank
“I have known and worked with Terry since 1992, including managing him for a two-year period. During all this time he has demonstrated excellent credit analytical skills, strong customer relationship ability, keen industry intellect, insightful capital market aptitude, and significant talent in documentation and transaction structuring and negotiation. Terry’s background has ranged from receivables financing to middle market-large ticket transactions with high levels of success experienced at each juncture. He has shown the capability to take a complex situation and break it down to smaller manageable components for an ultimately professional resolution. Terry possesses expertise in multiple forms of financial spreadsheet tools for analysis and forecast modeling. He is extremely focused and dedicated with a comprehensive approach to decision-making or offering alternative solutions. Not only does Terry exhibit high character among his peers, he also demonstrates the highest level of professionalism with his customers and constituents. He is an extremely valuable asset to any organization.”
David West, CRC Vice President – SunTrust Robinson Humphrey
“I have worked with Terry from 1996 through 2006 and we have continued to stay in contact since I left ORIX. Terry reported directly to me from late 2000 through 2006. Terry has strong credit/risk analytical skills, and has a complete understanding of mid to large ticket equipment finance. He has a thorough knowledge of SuperTrump lease pricing software and is excellent at preparing spreadsheets to model various financial and transactional issues. With Terry’s 20+ years of credit background in receivables financing and in equipment and project finance, he would be a solid addition to any team in need of help in capital markets, new business risk underwriting or in workout. If I currently had an open position, Terry would be at the top of my list to talk with to fill the position.”
Mark Kassis Senior Credit / Risk Management Executive