Oakmont Capital Services (OCS) has further expanded its sales and operations teams. As an independent direct lender partnered with a bank, Oakmont is committed to offering customers low rates via a virtual, streamlined process.
The three additions to the team enhance the company’s commitment to service:
- Aaron Dym, Controller, is a veteran corporate controller with past industry experiences in equipment leasing, wholesale distribution, employment contract services and the design-build industry. Dym’s core competencies include general financial management, banking & treasury management, strategic planning, benefits negotiation & management, and software & technology implementation.
- Tatum Noreen, CLFP, Inside Sales Representative, began her career in the equipment financing industry as a credit analyst six years ago. She then transitioned into a Client Relations role, becoming a team lead. In 2019, she obtained her CLFP designation. At Oakmont, Noreen works to strengthen the relationship with current customers and assists other finance professionals with account management responsibilities.
- Deborah Reber, Insurance Specialist, has worked in the equipment finance industry for 10 years. At Oakmont Capital Services, Reber handles various duties, including interacting directly with customers to confirm insurance standing. She also manages the overall insurance program, ensuring a smooth process for the end customer.
“As our lending capabilities broaden through our bank partnership, we’re expanding our team to better serve our customers,” said Joe Leonard, CLFP and CEO. “All three new team members are an integral part of keeping both operations and sales on course to positively impact our customers, their business, and Oakmont’s. We are excited to have these experienced and dedicated professionals on board and welcome them to the team!”
Oakmont Capital Holdings, LLC dba Oakmont Capital Services is headquartered in West Chester, PA, with an office in Albany, MN.