Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nick Petrich

Irvine,CA

Summary

Senior commercial finance professional with 8+ years of experience originating and structuring A–D credit
transactions across diverse industries, including municipal and public-sector accounts. Proven individual contributor with a consistent record of $250K+ average monthly funded volume.

Overview

8
8
years of professional experience

Work History

Senior Account Manager

Golden Sun Funding
06.2025 - Current
  • Originate and structure commercial finance transactions across A–D credit profiles.
  • Deliver competitive pricing and fast funding through optimal lender placement.
  • Advise customers on Section 179 strategies to improve ROI.

Senior Account Manager / Lead Producer

Partners Capital Group
01.2021 - 07.2025
  • Ranked as a Top 5 producer company-wide every year within an 80–100 employee organization.
  • Generated $250K+ in average monthly funded volume through consultative selling.
  • Managed and expanded 86 active vendor relationships.
  • Mentored junior Account Managers on deal structuring, lender placement, and pipeline management.

Account Manager

Regents Capital Corporation
Costa Mesa, CA
12.2019 - 12.2020
  • Originated and structured middle-market equipment finance transactions for businesses with ~$10MM–$250MM
    in annual revenue.
  • Executed mid-ticket deals typically ranging from ~$500K to $5MM per transaction.
  • Managed transactions from application through funding in partnership with underwriting and operations teams.

Account Manager II - Small Ticket Direct Sales

Balboa Capital Corporation
09.2017 - 12.2020
  • Promoted within 9 months based on performance; advanced to Account Manager II.
  • Exceeded sales and gross margin targets; ranked among top performers.
  • Managed high-volume small-ticket pipeline generating consistent repeat business.

Education

Bachelor of Arts - Criminal Justice

California State University, Fullerton
Fullerton, CA
01-2018

Skills

  • Sales Leadership & Team Development
  • Equipment Finance & Leasing (A–D Credit)
  • Deal Structuring & Underwriting Insight
  • Vendor Program Development & Management
  • Consultative Selling & Client Advisory
  • Section 179 Strategy & ROI Optimization
  • Prospecting, Pipeline & Forecasting
  • CRM & Sales Process Optimization

Timeline

Senior Account Manager

Golden Sun Funding
06.2025 - Current

Senior Account Manager / Lead Producer

Partners Capital Group
01.2021 - 07.2025

Account Manager

Regents Capital Corporation
12.2019 - 12.2020

Account Manager II - Small Ticket Direct Sales

Balboa Capital Corporation
09.2017 - 12.2020

Bachelor of Arts - Criminal Justice

California State University, Fullerton
Nick Petrich