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    Edward Yocum
       

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      Highly experienced senior sales and business development executive in the big ticket Equipment Finance industry with broad transactional experience in North America and Internationally. Particular expertise in structures involving Leverage Leasing, Private Placements, Structured Debt Products, Securitizations, and US as well as selected cross border tax (based) transactions.

      Career long involvement in client advisory work and all facets of transactional management as to structuring and modeling, documentation and syndication as well and funding responsibilities.
      Industry focus on Transportation, Infrastructure and Energy assets.

      Selected Career Accomplishments

      • At CIT, completed $1.5 billion in domestic leveraged lease and secured debt financings of Rail cars.
      • At CIT, advised on the placement of $750 million of cross border rail financings in Belgium and UK.
      • At Chase, Rotan Mosle and GATX founded and managed pricing, structuring, syndication,
        and documentation teams of banking/equipment finance professionals.

      PROFESSIONAL EXPERIENCE

        CIT GROUP, New York, NY 1998-2008, SENIOR DIRECTOR, CAPITAL MARKETS

      • Managed Structured Debt and Leasing Products distributed through Capital Markets group.
      • Day to day involvement with Transportation Finance (Rail, Commercial and Corporate Aircraft), Energy,
        HealthCare, and Equipment Finance business units.
      • Annual fees generated ranged from $10 to 20 million.

        CONNELL FINANCE COMPANY INC., Westfield, NJ 1993-1998, FIRST VICE PRESIDENT

      • Led Lessor Advisory Services and equity syndication of domestic and international Transportation and Energy based lease transactions. Clients included Class I RR?s, Public Utility Cos and Regional Banks.

        SANWA BUSINESS CREDIT CORPORATION, New York, NY 1990- 1993, MANAGING DIRECTOR

      • Managed the oil and gas lending segments of the Merchant Bank Group
      • Originated, documented and syndicated senior secured debt financings on specialty chemical company and 60,000 barrel per day refinery assets.

        MATRIX LEASING INTERNATIONAL, INC., New York, NY 1985-1988; 1989-1990, MANAGING DIRECTOR

      • Manager of New York Office. Transactions originated through franchise of First Bank System (parent) and directly with Class I and Short Line Railroads,
        commercial airlines, and project sponsors.

        CHASE MANAHATTAN LEASING CORPORATION, New York, NY, 1988-1989 MANAGING DIRECTOR

      • Directed Syndication and Pricing efforts on all single investor and leveraged leases.

        ROTAN MOSLE, INC., Houston, TX 1981-1985 SENIOR VICE PRESIDENT AND DIRECTOR,

      • Member of Corporate Finance department; founded and led wholly owned leasing subsidiary
      • Responsible for Lease and Project Finance functions. Also, performed general corporate finance functions for clients on public and private placements of common stock, senior (taxable and tax exempt) and subordinated debt, and limited partnerships.

        QARTEL CORPORATION, San Francisco, CA 1979-1981, PRESIDENT AND DIRECTOR

      • Managed day to day operations of a small independently owned leasing company.

        GATX LEASING CORPORATION, San Francisco, CA 1968-1979, SENIOR VICE PRESIDENT

      • General Manager of Lease Underwriting Department-Responsible for structuring and distribution of all single investor and leveraged lease consummated in the United States.
      • Handled all day to day structuring, pricing, and documentation matters. Annual volume reached $175 million per yea; net fee income exceeded $2.5 million.
      • Spent 4 earlier years in Chicago as Midwestern Regional Manager heading 11 state origination efforts.

        GREYHOUND LEASING AND FINANCIAL CORP., New York, NY 1967-1968, ASSISTANT TO EXECUTIVE VICE PRESIDENT

        IRVING TRUST COMPANY, New York, NY 1964-1967, Management/Credit Trainee

      • Participated in Commercial Banking credit analysis program

      LICENSES AND PROFESSIONAL AFFILIATIONS PROFESSIONAL EXPERIENCE

        PACE UNIVERSITY, MBA-Finance

        DUKE UNIVERSITY, AB-History

        NASD SERIES 7 AND 63 QUALIFIED

        PAST TRUSTEE OF THE ELFA FOUNDATION BOARD

         

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