
Eric Schlegel
Sales Associate

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About me
Nationwide SMB equipment financing and working capital provider
Education

University of Arizona
2005 - 2007Bachelor Interdisciplinary Studies Emphasis in Business Management, Communication, and PsychologyActivities and Societies: Varsity Football – Pac 12 Collegiate Athlete, FullBack

Capistrano Valley Christian Schools
2000 - 2003
Experience

CapNet Financial Services
Jan 2008 - Jul 2009Sales Associate-Equipment Leasing and Financing company specializing in financing small to mid-sized business across the US. -Responsible for generating commercial lease through new and existing business relationships-Effectively manage the client relationship from origination through funding-Consistently exceeded revenue and performance goals -Cultivate and manage vendor relationships

PRIME Marketing
Aug 2009 - Dec 2014Director of Sales and OperationsConsulting company-Responsible for company sales growth and profitability -Managed company's sales and marketing strategies -Product and support development to ensure customer lifetime value -Company acquired by private equity firm in Oct 2015

QWC Capital
Jan 2015 - Dec 2015Director of Sales and MarketingFinancing company offering working capital solutions to small and mid-sized businesses -Assisted in company launch, continued growth and ongoing sales efforts -Recruited by previous business partner to take team to Currency Capital

Currency
Jan 2016 - Mar 2021Responsible for direct sales performanceManage/support vendor relationships -Manage the growth initiatives for existing partnerships -Oversee the direct sales team, develop performance goals-Continued month-to-month revenue growth in all managed campaigns -Further developed the growth of the existing sales operation by hiring and development of sales team-Involved in deal process with sales associates to close and successfully fund business -Effectively train sales team to produce company revenue goals -Managed office P&L to ultimately consist of month-to-month profitability
Business Development Manager
Apr 2020 - Mar 2021Manager Strategic Partnerships
Apr 2017 - Apr 2020Head of Sales / Branch Manager, Orange County
Jan 2016 - Apr 2017

Marsh & McLennan Agency - West
Mar 2021 - Mar 2022Client ExecutiveProducer - Employee Health & Benefits Marsh & McLennan Agency (MMA) is a full-service insurance, retirement, and risk management firm that specializes in providing proprietary solutions to small and middle market organizations dealing with the complexity of employee benefits and commercial insurance. As a subsidiary of Marsh, the world's largest broker and risk advisor, we provide clients with unparalleled access to local service, regional expertise and global resources.With over 5,000 colleagues in more than 75 office locations, Marsh & McLennan Agency is one of the largest insurance brokerages in the U.S., leveraging size, scope, and vendor relationships to create tailored insurance programs to each individual client. Show less

MAZO Capital Solutions
Mar 2022 - nowMAZO Capital Solutions is a trust-driven, full-service commercial finance company dedicated to serving America’s small business community. Founded by industry veterans, MAZO Capital Solutions team of experts will work diligently to deliver the appropriate capital solution for your business.MAZO Capital Solutions' well established relationships with the nation’s most reputable banks and lenders ensure that your business will be connected with the best possible financing option available. For Equipment Sellers, MAZO Capital Solutions offers compelling digital financing tools with exceptional service that help drive increased sales and enhance the purchasing power of your customer.MAZO, Spanish for mallet, is what MAZO Capital Solutions was created to do... to serve as a tool to help build and maintain businesses no matter what your end goal is. MAZO Capital Solutions is committed to joining you on your path to success. When access to capital stands in the way of success, we are… YOUR PATH FORWARD. Show less
Vice President, Working Capital
Jan 2025 - nowDirector, Working Capital
Jan 2024 - Feb 2025Sr Manager, Business Development
Mar 2022 - Oct 2024
Licenses & Certifications

Group Benefits Disability Specialist (GBDS)
Hartford School of InsuranceJun 2021
Voluntary Benefits Specialist (VBS)
Hartford School of InsuranceJul 2021
Volunteer Experience
Volunteer
Issued by Laguna Food Pantry
Associated with Eric SchlegelAssistant Baseball Coach
Issued by Ladera Ranch Little League on Jan 2021
Associated with Eric SchlegelSoccer Coach
Issued by AYSO on Aug 2021
Associated with Eric SchlegelTeam Leader
Issued by Young Life on Sept 2003
Associated with Eric Schlegel
Languages
- enEnglish
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