Our 2019 Speakers
Full Speaker List Coming Soon
Full Speaker List Coming Soon
ROBERT J. O’NEILL
Former SEAL Team Six Leader, Naval Special Warfare Development Group, and New York Times Best-Selling Author.
Robert O’Neill is one of the most highly-decorated combat veterans of our time and the author of The New York Times best-selling memoir, The Operator: Firing the Shots That Killed Osama bin Laden and My Years as a SEAL Team Warrior. A former SEAL Team Six leader with the Naval Special Warfare Development Group, he deployed more than a dozen times and held combat leadership roles in more than 400 combat missions in four different theaters of war. A highly-trained Navy SEAL, he led the military’s most elite and was involved in our nation’s most important campaigns.
Since leaving active duty, O’Neill is a co-founder of Your Grateful Nation, which provides individualized transition support for Special Operations heroes and their families. They provide executive-level mentoring, transition services, and family stabilization support.
Keynote Speaker is presented by:
click on each of the photos to below to read about our speakers
Commercial Capital Training Group’s Founder and New York financier, Kris Roglieri has more than 20 years of commercial finance and real estate finance experience. Kris owns and operates two highly successful national commercial finance companies, which finance over $300 Million in loans yearly, as well as an investment real estate business. He is the founder and CEO of Prime Commercial Lending, a 20 year old diversified commercial finance lender and advisory firm. Kris is also co-founder of Durham Commercial Capital, a specialized national accounts receivable finance lender. He also founded the nation’s only Finance Marketing Firm providing a full spectrum of marketing services to Banks, Lenders, Brokers and Financial Services companies across the world.
Kris has been often tapped into for his commercial lending expertise as well as quoted in publications and news outlets such as Forbes Magazine, Entrepreneur Magazine, Fox Business News, The Washington Post, Bloomberg just to name a few. Two of his companies have named by Forbes Magazine as the fasted growing privately held companies in the country.
Mike Rozman is CEO and co-founder of BoeFly.com, the online marketplace connecting business borrowers with 5,000+ lenders. Mike is passionate about helping small business owners most efficiently secure competitive financing to start a business or grow their existing business.
Previously, Mike was the president and co-founder of Edgeware Analytics, the company that served as the founding platform of BoeFly. Prior to co-founding Edgeware in 2003, Mike was a Vice President at JPMorgan Chase in their Global Bank.
Mike serves on the International Franchise Association’s Supplier Board and earned a dual-MBA from Columbia Business School and the London Business School and a bachelor’s degree from Boston College. In 2013 Mike became a Certified Franchise Executive.
Alex entered advertising and marketing in 2003, right when the industry landscape shifted from traditional print to digital media. In that time, Alex has worked with numerous large accounts in both healthcare and financial services, and has helped small and medium-sized businesses grow and flourish in their respective digital markets. Alex has won countless awards for creative direction and strategy, and is certified by Google Partners in both AdWords and Analytics.
Dalton Elliott serves as the Head of Strategic Partnerships for Lima One Capital. He joined Lima One in 2015 as an underwriter for the firm’s Rental30 product. In 2016, he was tasked with building out Broker and Lender Finance programs. He now oversees daily operations of both channels, leads onsite due diligence and training for strategic partners and is responsible for driving aggressive growth nationwide.
Dalton earned a B.A. in Political Science from Furman University where he served on the Academic Discipline Committee.
As Director of Broker Relations Dana manages relationships with finance brokers nationwide. In this capacity, he on-boards new broker relationships, provides on-going education about Maxim’s finance programs, screens prospective lending opportunities and assists with deal structuring and the contract closing processes. Dana is an active member of the fixed asset commercial finance industry, representing Maxim at industry conferences throughout the year.
Dana began his finance career at Pawnee Leasing Corporation, a national equipment leasing company exclusively originating business through a network of lease brokers. After eight years with Pawnee, Dana opened a regional office for First Pacific Funding Inc. including the recruiting, hiring and training of sales representatives. He later rejoined Pawnee prior to joining Maxim.
Outside of the finance industry, Dana founded and operated a web development company for over ten years. Many of his clients were finance companies for which he designed and implemented marketing strategies resulting in business expansion and revenue growth.
Don Cosenza, CLFP, is Sr. Vice President, Chief Marketing Officer for North Mill Equipment Finance in Norwalk, CT. North Mill, a WAFRA Capital company, provides financing for transportation, construction, agricultural, and manufacturing equipment for businesses across the country. Don’s responsible for leading North Mill’s sales and marketing efforts with a primary focus on devising and implementing the company’s growth strategy. Leveraging his more than 25+ years as a marketing leader, Don manages all branding, social media, business development, broker and customer relations, and product marketing initiatives for the company.
Prior to joining North Mill, Don was a Vice President of Marketing for UnitedHealthcare where he helped build the company’s sales pipeline in the Northeast region of the country. He also worked for GE Capital as an E-commerce Leader where he introduced a social media strategy and improved operating efficiencies by deploying digital programs. Don earned his MA in Economics from Trinity College in Hartford, CT and a BA in Communications from the University of Connecticut in Storrs, CT. He resides in Cheshire, CT with his wife and two children.
Gary Bechtel serves as President of Money360. Prior to joining the Company, he was Chief Lending/Originations Officer of CU Business Partners, LLC, the nation’s largest credit union service organization (CUSO). Previously, Gary held management or production positions with Grubb & Ellis Company, Meridian Capital, Johnson Capital, FINOVA Realty Capital, Pacific Southwest Realty Services and Hometown Commercial Capital.
Gary began his career with the Alison Company and over the past thirty-three years has been involved in all aspects of the commercial real estate finance industry, as a lender and as an intermediary, including the origination, underwriting, structuring, placement and closing of over $10B in commercial debt transactions, utilizing various debt structures which have included permanent, bridge, equity, mezzanine and construction on transactions of $1M to $250M. These transactions were placed with a variety of capital sources that included life companies, commercial banks, credit unions and equity and mezzanine funds, on property types that included office, retail, industrial, multifamily, hospitality, self storage and manufactured housing. He is or has been a member of the Mortgage Bankers Association of America, California Mortgage Bankers Association, National Association of Industrial and Office Properties, and International Council of Shopping Centers. Gary has spoken at numerous industry events and written articles or has been quoted in a number of regional and national publications.
Jeffrey Tesch, Managing Director, is responsible for the day-to-day operations of RCN Capital LLC, including sales growth initiatives, underwriting review with compliance oversight and leadership of senior level strategic planning. Joining the Company in 2010, Tesch led efforts to develop a national brand in private lending with the best practices and transparent products for a diverse customer base. Since RCN’s inception, Jeff has personally underwritten over 4,500 loans and overseen over $1 Billion in originations. Jeff’s previous real estate experience was as an investor in both commercial and residential properties, ranging from single family homes to commercial retail centers. Jeff currently serves as a member of the American Association of Private Lenders’ (AAPL) Ethics Advisory Committee.
Jim Paolino, Esq. founded Res/Title in 1994. With an emphasis on streamlining the closing process for his clients, he quickly grew the company from one office in Mansfield, Massachusetts to the national agency it has become today. With the day to day operations now handled by the rest of the leadership team, Jim is able to focus his time on the company’s growth and development. His emphasis in recent years has been on the successful development of Res/Title’s Commercial Division and its unprecedented “One Stop Shop” workflow for lenders. It now features its own team of paralegals; first-in-the-nation Commercial Calculator, and an emphasis on the SBA 504 and 7A programs.
Jim holds his J.D. from Suffolk University Law School and is a Boston College alumnus. Prior to Res/Title’s launch, he practiced law as a Partner with Wallick & Paolino for ten years. Jim is a member of the Massachusetts, Rhode Island and Connecticut bar. He is also a title agent in approximately thirty (30) states.
Proudly serving on the Board for St Mary’s Home for Children, our flagship charity, Jim plays a large role in the marketing and development for the charity in the local community. In his relaxation time, Jim is an avid boater and enjoys spending the summer months on the New England waters.
Ken is an attorney with his own law firm in Southern California, the Law Office of Kenneth Charles Greene. Ken began his leasing career with BankAmerilease in 1981. He has been a partner in several law firms including Ross & Ivanjack, one of the first law firms in the country devoted exclusively to the equipment finance industry.
Ken has served as corporate counsel to a leasing company and a real estate development company. He was a partner in a major Universal City law firm before opening his own firm in Westlake Village, California in 2013. The new firm continues representation of equipment finance companies, including lessors and brokers, in litigation, licensing, compliance, bankruptcy, and transactions. He also represents small businesses and individuals in litigation, bankruptcy, transactions, contract, and corporate matters, as well as entities and individuals in the entertainment industry.
Ken has been associated with the American Bankruptcy Institute, California Bankruptcy Forum, Eastern Association of Equipment Lessors (“EAEL”), Equipment Leasing and Finance Association (“ELFA”—formerly the Equipment Leasing Association), and National Equipment Finance Association (NEFA) (formerly NAEL, UAEL, and, once upon a time, WAEL). He has served on the Board of Directors of that association and has been its Legal Committee Chairman, Legal Line Editor, Regional Committee Chair, and Conference Chairman. He was involved in the formation of Leasing News, Inc. and represented it (pro bono) in the early days. He is currently General Counsel for the American Association of Commercial Finance Brokers (formerly the National Association of Equipment Leasing Brokers”) and has spoken at conference panels the last three years, and a member of the American Bar Association.
Ken has served on the Board of Directors of Big Brothers Big Sisters of Ventura County, the Mountain Play Association in Marin County, California, and the Marin Symphony Orchestra Association. He has been active in musical theater at the school and community levels. He currently serves as Musical Director at the Westlake Village Inn and is very active in the Conejo Valley music community. He was recently featured in Calabasas Style Magazine in the “People to Watch” section.
Ken received his B. A, at Brandeis University, located in Waltham, Massachusetts, graduating cum laude. He received his J.D. at Santa Clara University in 1980, also graduating cum laude.
Mr. Greene has been a frequent writer and lecturer on matters of leasing law and other related legal issues. He is an acknowledged contributor on bankruptcy issues to Miller & Starr, California Real Estate 2d (Bancroft Whitney). He has lectured on leasing law and documentation, litigation and collection matters, and has produced and presented seminars to leasing companies on enhancing the attorney-client relationship. He has also taught nationally for Euromoney Lease Training.
Ken’s passions, besides music, include travel, yoga, cooking, hiking, camping, boxing, surfing, golf, the Yankees, cigars, wine, and more. He lives in Moorpark, California with his wife Barbara and their son Alex, who is a graduate of Cal Lutheran, and has a computer repair business (“The PC Whisperer”). His daughter Gigi graduated UC Irvine and is currently working at Team Play Events as an event planner. She also has a photography business (PhotoGGraphy). In his “spare” time, Ken plays keyboards with several Los Angeles and San Francisco Bay Area bands and plays and records with other local artists.
Ray has been with Ready Capital since it launched its Small Business Loan origination program in 2015. Since that time, he’s provided over $50 million in SBA 7(a) financing to small businesses nationwide. Ray proudly serves on the Board of the Florida Association of Government Guaranteed Lenders (FLAGGL,) an organization dedicated to providing education, networking, and awareness of Government Guaranteed Lending Programs for the small business lending community. Prior to joining Ready Capital, Ray was a Vice President and SBA Loan Specialist for HomeBanc. He was also a client advisor for Mercantile Capital Corporation, where he provided SBA 504 loans for commercial real estate. Ray received his Bachelor’s Degree in Business Administration from the University of Central Florida.
Prior to founding Avatar in 2003, Mr. Hazelrigg joined a private lending company in 1995, where he quickly became one of the nation’s leading loan originators. Utilizing his considerable network, he led the effort to expand the firm’s lending platform by dramatically increasing the typical loan size and extending the geographic reach nationwide. To date, he has originated, structured and funded over $1 billion in nonconforming loans. T.R. graduated in 1994 from the University of Southern California’s top-rated entrepreneurial program with a BA in Business Administration, where he was voted “most likely to succeed” by the faculty.