Eric Schlegel

Eric Schlegel

Sales Associate

Followers of Eric Schlegel733 followers
location of Eric SchlegelLadera Ranch, California, United States

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  • Timeline

  • About me

    Nationwide SMB equipment financing and working capital provider

  • Education

    • University of Arizona

      2005 - 2007
      Bachelor Interdisciplinary Studies Emphasis in Business Management, Communication, and Psychology

      Activities and Societies: Varsity Football – Pac 12 Collegiate Athlete, FullBack

    • Capistrano Valley Christian Schools

      2000 - 2003
  • Experience

    • CapNet Financial Services

      Jan 2008 - Jul 2009
      Sales 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 2014
      Director of Sales and Operations

      Consulting 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 2015
      Director of Sales and Marketing

      Financing 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 2021

      Responsible 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 2021
      • Manager Strategic Partnerships

        Apr 2017 - Apr 2020
      • Head of Sales / Branch Manager, Orange County

        Jan 2016 - Apr 2017
    • Marsh & McLennan Agency - West

      Mar 2021 - Mar 2022
      Client Executive

      Producer - 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 - now

      MAZO 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 - now
      • Director, Working Capital

        Jan 2024 - Feb 2025
      • Sr Manager, Business Development

        Mar 2022 - Oct 2024
  • Licenses & Certifications

    • Group Benefits Disability Specialist (GBDS)

      Hartford School of Insurance
      Jun 2021
    • Voluntary Benefits Specialist (VBS)

      Hartford School of Insurance
      Jul 2021
  • Volunteer Experience

    • Volunteer

      Issued by Laguna Food Pantry
      Laguna Food PantryAssociated with Eric Schlegel
    • Assistant Baseball Coach

      Issued by Ladera Ranch Little League on Jan 2021
      Ladera Ranch Little LeagueAssociated with Eric Schlegel
    • Soccer Coach

      Issued by AYSO on Aug 2021
      AYSOAssociated with Eric Schlegel
    • Team Leader

      Issued by Young Life on Sept 2003
      Young LifeAssociated with Eric Schlegel