funded by the office of economic adjustment in the ... · 11/20/2019 · • a federally...
TRANSCRIPT
![Page 1: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/1.jpg)
Asset Financing amp Leasing Options for AampD Suppliers
November 20 2019
Funded by the Office of Economic Adjustmentin the Department of Defense
Logistics
bull All audio will stream through your computer speakers
bull Please submit your questions anytime throughout the presentation in the Question box or Chat box located on the bottom of your screen
bull Webinar recording and slides are posted within one week of the event
ampsocalusceduwebinars
Capabilities
bullPlanning
bullEconomic development and policy studies
bullFeasibility and market analyses
bullNeeds assessments
Outreach arm of the Price School of Public Policy
Supports EDArsquos mission by
bullProviding technical assistance to economically distressed and underserved communities
bullDeveloping strategies to enhance collaborative regional innovation
bull GIS mappingbull Consensus buildingbull Technical assistance workshopsbull Strategy development
About AMP SoCal
bull Collaboration of government academia and industry partners bull Designed to strengthen the Southern California aerospace and defense manufacturing
supply chainbull A federally designated ldquoManufacturing Communityrdquo by the US Department of
Commerce
Who We AreAMP SoCal is led by the USC Center for Economic Development (CED) an applied research center of the USC Sol Price School of Public Policy in partnership with the City of Los Angeles and over 135 companies and organizations
Partners Include
bull Nov 21 ndash SBIR Workshop amp Webinarbull Dec 11 ndash Small Loan amp Financing
Options for AampD Suppliers Webinar
Visit AMPSoCalorg for moreevents webinars and information
Todayrsquos Presenter
Stephen Pierson
Vice President of Regional Sales Executive
Pitney Bowes
Wheeler Financial from Pitney Bowes
November 20 2019
Pitney Bowes Financial Services Heritage
9
Asset-based financier
FDIC-insured state chartered bank
Deposit taking lending institution
Equipment Financing experts
30+ yrs captive financing experience
20+ yrs bank operating performance
Over 800K bank customers
Global expertise + local market knowledge
Who we arehellip Our DNAhellip
A set of equipment financing capabilities valuable to our clients
bull Credit linesbull Interest bearing deposit accounts
Dedicated to helping our clients acquire equipment essential to their profitability and growth
Deep domain expertise
Long standing trusted partner
Capital to lend
Loans amp Leases tailored to meet client needs
Financing Critical Equipment in Key Industries
11
Manufacturing Industrial
Construction Healthcare
Technology
Business Services
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
Examples include
bull Material Handling Equipment
bull Forklifts
bull Machine Tools
Examples include
bull Document Management Systems
bull Telecom Systems
bull Printers amp Copiers
Examples include
bull Imaging Equipment
bull Dental Equipment
bull Medical Lasers
Examples include
bull Loaders
bull Generators
bull Backhoes
Examples include
bull C amp C machines
bull Lathes
bull Gantry machines
Wheeler Financial amp The Pitney Bowes Bank Inc
12
Product Offerings for Small amp Middle-Market Firmsbull New Equipment Financingbull Used Equipment Financingbull Equipment Refinancingbull Medium amp Long-term Loans bull Fixed Rate Loansbull CapitalFinance Leasesbull Operating Leases
Wheeler Financial amp The Pitney Bowes Bank Incbull FDIC-insured state chartered bankbull Equipment financing expertsbull Tailor loans amp leases to meet client capital needs
Wheeler Financial amp The Pitney Bowes Bank Inc
Pitney Bowes | 13November 25 2019
Manufacturing
Examples include
bull CNC machines
bull Lathes
bull Injection Molding
Technology
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo
![Page 2: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/2.jpg)
Logistics
bull All audio will stream through your computer speakers
bull Please submit your questions anytime throughout the presentation in the Question box or Chat box located on the bottom of your screen
bull Webinar recording and slides are posted within one week of the event
ampsocalusceduwebinars
Capabilities
bullPlanning
bullEconomic development and policy studies
bullFeasibility and market analyses
bullNeeds assessments
Outreach arm of the Price School of Public Policy
Supports EDArsquos mission by
bullProviding technical assistance to economically distressed and underserved communities
bullDeveloping strategies to enhance collaborative regional innovation
bull GIS mappingbull Consensus buildingbull Technical assistance workshopsbull Strategy development
About AMP SoCal
bull Collaboration of government academia and industry partners bull Designed to strengthen the Southern California aerospace and defense manufacturing
supply chainbull A federally designated ldquoManufacturing Communityrdquo by the US Department of
Commerce
Who We AreAMP SoCal is led by the USC Center for Economic Development (CED) an applied research center of the USC Sol Price School of Public Policy in partnership with the City of Los Angeles and over 135 companies and organizations
Partners Include
bull Nov 21 ndash SBIR Workshop amp Webinarbull Dec 11 ndash Small Loan amp Financing
Options for AampD Suppliers Webinar
Visit AMPSoCalorg for moreevents webinars and information
Todayrsquos Presenter
Stephen Pierson
Vice President of Regional Sales Executive
Pitney Bowes
Wheeler Financial from Pitney Bowes
November 20 2019
Pitney Bowes Financial Services Heritage
9
Asset-based financier
FDIC-insured state chartered bank
Deposit taking lending institution
Equipment Financing experts
30+ yrs captive financing experience
20+ yrs bank operating performance
Over 800K bank customers
Global expertise + local market knowledge
Who we arehellip Our DNAhellip
A set of equipment financing capabilities valuable to our clients
bull Credit linesbull Interest bearing deposit accounts
Dedicated to helping our clients acquire equipment essential to their profitability and growth
Deep domain expertise
Long standing trusted partner
Capital to lend
Loans amp Leases tailored to meet client needs
Financing Critical Equipment in Key Industries
11
Manufacturing Industrial
Construction Healthcare
Technology
Business Services
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
Examples include
bull Material Handling Equipment
bull Forklifts
bull Machine Tools
Examples include
bull Document Management Systems
bull Telecom Systems
bull Printers amp Copiers
Examples include
bull Imaging Equipment
bull Dental Equipment
bull Medical Lasers
Examples include
bull Loaders
bull Generators
bull Backhoes
Examples include
bull C amp C machines
bull Lathes
bull Gantry machines
Wheeler Financial amp The Pitney Bowes Bank Inc
12
Product Offerings for Small amp Middle-Market Firmsbull New Equipment Financingbull Used Equipment Financingbull Equipment Refinancingbull Medium amp Long-term Loans bull Fixed Rate Loansbull CapitalFinance Leasesbull Operating Leases
Wheeler Financial amp The Pitney Bowes Bank Incbull FDIC-insured state chartered bankbull Equipment financing expertsbull Tailor loans amp leases to meet client capital needs
Wheeler Financial amp The Pitney Bowes Bank Inc
Pitney Bowes | 13November 25 2019
Manufacturing
Examples include
bull CNC machines
bull Lathes
bull Injection Molding
Technology
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo
![Page 3: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/3.jpg)
Capabilities
bullPlanning
bullEconomic development and policy studies
bullFeasibility and market analyses
bullNeeds assessments
Outreach arm of the Price School of Public Policy
Supports EDArsquos mission by
bullProviding technical assistance to economically distressed and underserved communities
bullDeveloping strategies to enhance collaborative regional innovation
bull GIS mappingbull Consensus buildingbull Technical assistance workshopsbull Strategy development
About AMP SoCal
bull Collaboration of government academia and industry partners bull Designed to strengthen the Southern California aerospace and defense manufacturing
supply chainbull A federally designated ldquoManufacturing Communityrdquo by the US Department of
Commerce
Who We AreAMP SoCal is led by the USC Center for Economic Development (CED) an applied research center of the USC Sol Price School of Public Policy in partnership with the City of Los Angeles and over 135 companies and organizations
Partners Include
bull Nov 21 ndash SBIR Workshop amp Webinarbull Dec 11 ndash Small Loan amp Financing
Options for AampD Suppliers Webinar
Visit AMPSoCalorg for moreevents webinars and information
Todayrsquos Presenter
Stephen Pierson
Vice President of Regional Sales Executive
Pitney Bowes
Wheeler Financial from Pitney Bowes
November 20 2019
Pitney Bowes Financial Services Heritage
9
Asset-based financier
FDIC-insured state chartered bank
Deposit taking lending institution
Equipment Financing experts
30+ yrs captive financing experience
20+ yrs bank operating performance
Over 800K bank customers
Global expertise + local market knowledge
Who we arehellip Our DNAhellip
A set of equipment financing capabilities valuable to our clients
bull Credit linesbull Interest bearing deposit accounts
Dedicated to helping our clients acquire equipment essential to their profitability and growth
Deep domain expertise
Long standing trusted partner
Capital to lend
Loans amp Leases tailored to meet client needs
Financing Critical Equipment in Key Industries
11
Manufacturing Industrial
Construction Healthcare
Technology
Business Services
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
Examples include
bull Material Handling Equipment
bull Forklifts
bull Machine Tools
Examples include
bull Document Management Systems
bull Telecom Systems
bull Printers amp Copiers
Examples include
bull Imaging Equipment
bull Dental Equipment
bull Medical Lasers
Examples include
bull Loaders
bull Generators
bull Backhoes
Examples include
bull C amp C machines
bull Lathes
bull Gantry machines
Wheeler Financial amp The Pitney Bowes Bank Inc
12
Product Offerings for Small amp Middle-Market Firmsbull New Equipment Financingbull Used Equipment Financingbull Equipment Refinancingbull Medium amp Long-term Loans bull Fixed Rate Loansbull CapitalFinance Leasesbull Operating Leases
Wheeler Financial amp The Pitney Bowes Bank Incbull FDIC-insured state chartered bankbull Equipment financing expertsbull Tailor loans amp leases to meet client capital needs
Wheeler Financial amp The Pitney Bowes Bank Inc
Pitney Bowes | 13November 25 2019
Manufacturing
Examples include
bull CNC machines
bull Lathes
bull Injection Molding
Technology
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo
![Page 4: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/4.jpg)
About AMP SoCal
bull Collaboration of government academia and industry partners bull Designed to strengthen the Southern California aerospace and defense manufacturing
supply chainbull A federally designated ldquoManufacturing Communityrdquo by the US Department of
Commerce
Who We AreAMP SoCal is led by the USC Center for Economic Development (CED) an applied research center of the USC Sol Price School of Public Policy in partnership with the City of Los Angeles and over 135 companies and organizations
Partners Include
bull Nov 21 ndash SBIR Workshop amp Webinarbull Dec 11 ndash Small Loan amp Financing
Options for AampD Suppliers Webinar
Visit AMPSoCalorg for moreevents webinars and information
Todayrsquos Presenter
Stephen Pierson
Vice President of Regional Sales Executive
Pitney Bowes
Wheeler Financial from Pitney Bowes
November 20 2019
Pitney Bowes Financial Services Heritage
9
Asset-based financier
FDIC-insured state chartered bank
Deposit taking lending institution
Equipment Financing experts
30+ yrs captive financing experience
20+ yrs bank operating performance
Over 800K bank customers
Global expertise + local market knowledge
Who we arehellip Our DNAhellip
A set of equipment financing capabilities valuable to our clients
bull Credit linesbull Interest bearing deposit accounts
Dedicated to helping our clients acquire equipment essential to their profitability and growth
Deep domain expertise
Long standing trusted partner
Capital to lend
Loans amp Leases tailored to meet client needs
Financing Critical Equipment in Key Industries
11
Manufacturing Industrial
Construction Healthcare
Technology
Business Services
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
Examples include
bull Material Handling Equipment
bull Forklifts
bull Machine Tools
Examples include
bull Document Management Systems
bull Telecom Systems
bull Printers amp Copiers
Examples include
bull Imaging Equipment
bull Dental Equipment
bull Medical Lasers
Examples include
bull Loaders
bull Generators
bull Backhoes
Examples include
bull C amp C machines
bull Lathes
bull Gantry machines
Wheeler Financial amp The Pitney Bowes Bank Inc
12
Product Offerings for Small amp Middle-Market Firmsbull New Equipment Financingbull Used Equipment Financingbull Equipment Refinancingbull Medium amp Long-term Loans bull Fixed Rate Loansbull CapitalFinance Leasesbull Operating Leases
Wheeler Financial amp The Pitney Bowes Bank Incbull FDIC-insured state chartered bankbull Equipment financing expertsbull Tailor loans amp leases to meet client capital needs
Wheeler Financial amp The Pitney Bowes Bank Inc
Pitney Bowes | 13November 25 2019
Manufacturing
Examples include
bull CNC machines
bull Lathes
bull Injection Molding
Technology
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo
![Page 5: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/5.jpg)
Who We AreAMP SoCal is led by the USC Center for Economic Development (CED) an applied research center of the USC Sol Price School of Public Policy in partnership with the City of Los Angeles and over 135 companies and organizations
Partners Include
bull Nov 21 ndash SBIR Workshop amp Webinarbull Dec 11 ndash Small Loan amp Financing
Options for AampD Suppliers Webinar
Visit AMPSoCalorg for moreevents webinars and information
Todayrsquos Presenter
Stephen Pierson
Vice President of Regional Sales Executive
Pitney Bowes
Wheeler Financial from Pitney Bowes
November 20 2019
Pitney Bowes Financial Services Heritage
9
Asset-based financier
FDIC-insured state chartered bank
Deposit taking lending institution
Equipment Financing experts
30+ yrs captive financing experience
20+ yrs bank operating performance
Over 800K bank customers
Global expertise + local market knowledge
Who we arehellip Our DNAhellip
A set of equipment financing capabilities valuable to our clients
bull Credit linesbull Interest bearing deposit accounts
Dedicated to helping our clients acquire equipment essential to their profitability and growth
Deep domain expertise
Long standing trusted partner
Capital to lend
Loans amp Leases tailored to meet client needs
Financing Critical Equipment in Key Industries
11
Manufacturing Industrial
Construction Healthcare
Technology
Business Services
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
Examples include
bull Material Handling Equipment
bull Forklifts
bull Machine Tools
Examples include
bull Document Management Systems
bull Telecom Systems
bull Printers amp Copiers
Examples include
bull Imaging Equipment
bull Dental Equipment
bull Medical Lasers
Examples include
bull Loaders
bull Generators
bull Backhoes
Examples include
bull C amp C machines
bull Lathes
bull Gantry machines
Wheeler Financial amp The Pitney Bowes Bank Inc
12
Product Offerings for Small amp Middle-Market Firmsbull New Equipment Financingbull Used Equipment Financingbull Equipment Refinancingbull Medium amp Long-term Loans bull Fixed Rate Loansbull CapitalFinance Leasesbull Operating Leases
Wheeler Financial amp The Pitney Bowes Bank Incbull FDIC-insured state chartered bankbull Equipment financing expertsbull Tailor loans amp leases to meet client capital needs
Wheeler Financial amp The Pitney Bowes Bank Inc
Pitney Bowes | 13November 25 2019
Manufacturing
Examples include
bull CNC machines
bull Lathes
bull Injection Molding
Technology
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo
![Page 6: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/6.jpg)
bull Nov 21 ndash SBIR Workshop amp Webinarbull Dec 11 ndash Small Loan amp Financing
Options for AampD Suppliers Webinar
Visit AMPSoCalorg for moreevents webinars and information
Todayrsquos Presenter
Stephen Pierson
Vice President of Regional Sales Executive
Pitney Bowes
Wheeler Financial from Pitney Bowes
November 20 2019
Pitney Bowes Financial Services Heritage
9
Asset-based financier
FDIC-insured state chartered bank
Deposit taking lending institution
Equipment Financing experts
30+ yrs captive financing experience
20+ yrs bank operating performance
Over 800K bank customers
Global expertise + local market knowledge
Who we arehellip Our DNAhellip
A set of equipment financing capabilities valuable to our clients
bull Credit linesbull Interest bearing deposit accounts
Dedicated to helping our clients acquire equipment essential to their profitability and growth
Deep domain expertise
Long standing trusted partner
Capital to lend
Loans amp Leases tailored to meet client needs
Financing Critical Equipment in Key Industries
11
Manufacturing Industrial
Construction Healthcare
Technology
Business Services
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
Examples include
bull Material Handling Equipment
bull Forklifts
bull Machine Tools
Examples include
bull Document Management Systems
bull Telecom Systems
bull Printers amp Copiers
Examples include
bull Imaging Equipment
bull Dental Equipment
bull Medical Lasers
Examples include
bull Loaders
bull Generators
bull Backhoes
Examples include
bull C amp C machines
bull Lathes
bull Gantry machines
Wheeler Financial amp The Pitney Bowes Bank Inc
12
Product Offerings for Small amp Middle-Market Firmsbull New Equipment Financingbull Used Equipment Financingbull Equipment Refinancingbull Medium amp Long-term Loans bull Fixed Rate Loansbull CapitalFinance Leasesbull Operating Leases
Wheeler Financial amp The Pitney Bowes Bank Incbull FDIC-insured state chartered bankbull Equipment financing expertsbull Tailor loans amp leases to meet client capital needs
Wheeler Financial amp The Pitney Bowes Bank Inc
Pitney Bowes | 13November 25 2019
Manufacturing
Examples include
bull CNC machines
bull Lathes
bull Injection Molding
Technology
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo
![Page 7: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/7.jpg)
Todayrsquos Presenter
Stephen Pierson
Vice President of Regional Sales Executive
Pitney Bowes
Wheeler Financial from Pitney Bowes
November 20 2019
Pitney Bowes Financial Services Heritage
9
Asset-based financier
FDIC-insured state chartered bank
Deposit taking lending institution
Equipment Financing experts
30+ yrs captive financing experience
20+ yrs bank operating performance
Over 800K bank customers
Global expertise + local market knowledge
Who we arehellip Our DNAhellip
A set of equipment financing capabilities valuable to our clients
bull Credit linesbull Interest bearing deposit accounts
Dedicated to helping our clients acquire equipment essential to their profitability and growth
Deep domain expertise
Long standing trusted partner
Capital to lend
Loans amp Leases tailored to meet client needs
Financing Critical Equipment in Key Industries
11
Manufacturing Industrial
Construction Healthcare
Technology
Business Services
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
Examples include
bull Material Handling Equipment
bull Forklifts
bull Machine Tools
Examples include
bull Document Management Systems
bull Telecom Systems
bull Printers amp Copiers
Examples include
bull Imaging Equipment
bull Dental Equipment
bull Medical Lasers
Examples include
bull Loaders
bull Generators
bull Backhoes
Examples include
bull C amp C machines
bull Lathes
bull Gantry machines
Wheeler Financial amp The Pitney Bowes Bank Inc
12
Product Offerings for Small amp Middle-Market Firmsbull New Equipment Financingbull Used Equipment Financingbull Equipment Refinancingbull Medium amp Long-term Loans bull Fixed Rate Loansbull CapitalFinance Leasesbull Operating Leases
Wheeler Financial amp The Pitney Bowes Bank Incbull FDIC-insured state chartered bankbull Equipment financing expertsbull Tailor loans amp leases to meet client capital needs
Wheeler Financial amp The Pitney Bowes Bank Inc
Pitney Bowes | 13November 25 2019
Manufacturing
Examples include
bull CNC machines
bull Lathes
bull Injection Molding
Technology
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo
![Page 8: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/8.jpg)
Wheeler Financial from Pitney Bowes
November 20 2019
Pitney Bowes Financial Services Heritage
9
Asset-based financier
FDIC-insured state chartered bank
Deposit taking lending institution
Equipment Financing experts
30+ yrs captive financing experience
20+ yrs bank operating performance
Over 800K bank customers
Global expertise + local market knowledge
Who we arehellip Our DNAhellip
A set of equipment financing capabilities valuable to our clients
bull Credit linesbull Interest bearing deposit accounts
Dedicated to helping our clients acquire equipment essential to their profitability and growth
Deep domain expertise
Long standing trusted partner
Capital to lend
Loans amp Leases tailored to meet client needs
Financing Critical Equipment in Key Industries
11
Manufacturing Industrial
Construction Healthcare
Technology
Business Services
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
Examples include
bull Material Handling Equipment
bull Forklifts
bull Machine Tools
Examples include
bull Document Management Systems
bull Telecom Systems
bull Printers amp Copiers
Examples include
bull Imaging Equipment
bull Dental Equipment
bull Medical Lasers
Examples include
bull Loaders
bull Generators
bull Backhoes
Examples include
bull C amp C machines
bull Lathes
bull Gantry machines
Wheeler Financial amp The Pitney Bowes Bank Inc
12
Product Offerings for Small amp Middle-Market Firmsbull New Equipment Financingbull Used Equipment Financingbull Equipment Refinancingbull Medium amp Long-term Loans bull Fixed Rate Loansbull CapitalFinance Leasesbull Operating Leases
Wheeler Financial amp The Pitney Bowes Bank Incbull FDIC-insured state chartered bankbull Equipment financing expertsbull Tailor loans amp leases to meet client capital needs
Wheeler Financial amp The Pitney Bowes Bank Inc
Pitney Bowes | 13November 25 2019
Manufacturing
Examples include
bull CNC machines
bull Lathes
bull Injection Molding
Technology
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo
![Page 9: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/9.jpg)
Pitney Bowes Financial Services Heritage
9
Asset-based financier
FDIC-insured state chartered bank
Deposit taking lending institution
Equipment Financing experts
30+ yrs captive financing experience
20+ yrs bank operating performance
Over 800K bank customers
Global expertise + local market knowledge
Who we arehellip Our DNAhellip
A set of equipment financing capabilities valuable to our clients
bull Credit linesbull Interest bearing deposit accounts
Dedicated to helping our clients acquire equipment essential to their profitability and growth
Deep domain expertise
Long standing trusted partner
Capital to lend
Loans amp Leases tailored to meet client needs
Financing Critical Equipment in Key Industries
11
Manufacturing Industrial
Construction Healthcare
Technology
Business Services
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
Examples include
bull Material Handling Equipment
bull Forklifts
bull Machine Tools
Examples include
bull Document Management Systems
bull Telecom Systems
bull Printers amp Copiers
Examples include
bull Imaging Equipment
bull Dental Equipment
bull Medical Lasers
Examples include
bull Loaders
bull Generators
bull Backhoes
Examples include
bull C amp C machines
bull Lathes
bull Gantry machines
Wheeler Financial amp The Pitney Bowes Bank Inc
12
Product Offerings for Small amp Middle-Market Firmsbull New Equipment Financingbull Used Equipment Financingbull Equipment Refinancingbull Medium amp Long-term Loans bull Fixed Rate Loansbull CapitalFinance Leasesbull Operating Leases
Wheeler Financial amp The Pitney Bowes Bank Incbull FDIC-insured state chartered bankbull Equipment financing expertsbull Tailor loans amp leases to meet client capital needs
Wheeler Financial amp The Pitney Bowes Bank Inc
Pitney Bowes | 13November 25 2019
Manufacturing
Examples include
bull CNC machines
bull Lathes
bull Injection Molding
Technology
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo
![Page 10: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/10.jpg)
Dedicated to helping our clients acquire equipment essential to their profitability and growth
Deep domain expertise
Long standing trusted partner
Capital to lend
Loans amp Leases tailored to meet client needs
Financing Critical Equipment in Key Industries
11
Manufacturing Industrial
Construction Healthcare
Technology
Business Services
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
Examples include
bull Material Handling Equipment
bull Forklifts
bull Machine Tools
Examples include
bull Document Management Systems
bull Telecom Systems
bull Printers amp Copiers
Examples include
bull Imaging Equipment
bull Dental Equipment
bull Medical Lasers
Examples include
bull Loaders
bull Generators
bull Backhoes
Examples include
bull C amp C machines
bull Lathes
bull Gantry machines
Wheeler Financial amp The Pitney Bowes Bank Inc
12
Product Offerings for Small amp Middle-Market Firmsbull New Equipment Financingbull Used Equipment Financingbull Equipment Refinancingbull Medium amp Long-term Loans bull Fixed Rate Loansbull CapitalFinance Leasesbull Operating Leases
Wheeler Financial amp The Pitney Bowes Bank Incbull FDIC-insured state chartered bankbull Equipment financing expertsbull Tailor loans amp leases to meet client capital needs
Wheeler Financial amp The Pitney Bowes Bank Inc
Pitney Bowes | 13November 25 2019
Manufacturing
Examples include
bull CNC machines
bull Lathes
bull Injection Molding
Technology
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo
![Page 11: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/11.jpg)
Financing Critical Equipment in Key Industries
11
Manufacturing Industrial
Construction Healthcare
Technology
Business Services
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
Examples include
bull Material Handling Equipment
bull Forklifts
bull Machine Tools
Examples include
bull Document Management Systems
bull Telecom Systems
bull Printers amp Copiers
Examples include
bull Imaging Equipment
bull Dental Equipment
bull Medical Lasers
Examples include
bull Loaders
bull Generators
bull Backhoes
Examples include
bull C amp C machines
bull Lathes
bull Gantry machines
Wheeler Financial amp The Pitney Bowes Bank Inc
12
Product Offerings for Small amp Middle-Market Firmsbull New Equipment Financingbull Used Equipment Financingbull Equipment Refinancingbull Medium amp Long-term Loans bull Fixed Rate Loansbull CapitalFinance Leasesbull Operating Leases
Wheeler Financial amp The Pitney Bowes Bank Incbull FDIC-insured state chartered bankbull Equipment financing expertsbull Tailor loans amp leases to meet client capital needs
Wheeler Financial amp The Pitney Bowes Bank Inc
Pitney Bowes | 13November 25 2019
Manufacturing
Examples include
bull CNC machines
bull Lathes
bull Injection Molding
Technology
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo
![Page 12: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/12.jpg)
Wheeler Financial amp The Pitney Bowes Bank Inc
12
Product Offerings for Small amp Middle-Market Firmsbull New Equipment Financingbull Used Equipment Financingbull Equipment Refinancingbull Medium amp Long-term Loans bull Fixed Rate Loansbull CapitalFinance Leasesbull Operating Leases
Wheeler Financial amp The Pitney Bowes Bank Incbull FDIC-insured state chartered bankbull Equipment financing expertsbull Tailor loans amp leases to meet client capital needs
Wheeler Financial amp The Pitney Bowes Bank Inc
Pitney Bowes | 13November 25 2019
Manufacturing
Examples include
bull CNC machines
bull Lathes
bull Injection Molding
Technology
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo
![Page 13: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/13.jpg)
Wheeler Financial amp The Pitney Bowes Bank Inc
Pitney Bowes | 13November 25 2019
Manufacturing
Examples include
bull CNC machines
bull Lathes
bull Injection Molding
Technology
Examples include
bull Network amp Server solutions
bull Data Storage Solutions
bull Software Systems
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo
![Page 14: Funded by the Office of Economic Adjustment in the ... · 11/20/2019 · • A federally designated “Manufacturing Community” by the U.S. Department of Commerce. Who We Are AMP](https://reader034.vdocuments.site/reader034/viewer/2022051807/600785931ab12022a40f34f8/html5/thumbnails/14.jpg)
About Stephen Pierson
14
bull Stephen Pierson Vice President Southern CA Salesbull Wheeler Financial from Pitney Bowes
bull 20+ years Risk Management amp Commercial Finance experience
bull Deep A amp D industry expertise
bull Prior roles at GE Commercial Equipment Finance amp GE Aviation
bull Delivers valued equipment finance amp leasing solutions
bull Contact Stephen
bull (213) 408-5428
bull Stephenpiersonpbcom
bull wwwwheelerfinancialcom
ldquoI enable suppliers to obtain the equipment technology and software they need to meet demand and improve productivity and efficiencyrdquo