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Asset Financing & Leasing Options for A&D Suppliers November 20, 2019 Funded by the Office of Economic Adjustment in the Department of Defense

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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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