WILLIAM M. PITCAIRN
Poughkeepsie
Summary
Dynamic professional with extensive experience in business development and relationship management at Ascentium Capital. Proven track record in securing financing solutions for technology assets, achieving $21.5MM in production. Skilled in negotiation and vendor leasing, fostering strong partnerships to drive growth and enhance client satisfaction.
Overview
15
15
years of professional experience
Work History
Relationship Manager
Ascentium Capital
Poughkeepsie
04.2025 - Current
- Collaborated with IT vendors to develop financing options for customers, enhancing accessibility to hardware, software, and services.
- Programs include: 0% or lower financing rates by buying down the rate and increasing margins.
- Facilitated upfront payments to vendors for multi-year software/service transactions, managing subsequent billing and collections.
Leasing Consultant
WMP Consulting LLC
Poughkeepsie
02.2024 - 03.2025
- Guided clients in selecting optimal leasing options and reviewed Master Lease Agreements for technology hardware, software, and services to ensure alignment with client needs.
SENIOR ACCOUNT EXECUTIVE
CoreTech
01.2016 - 01.2024
- Identified opportunities with top 500 legal firms on East Coast, north of Washington DC and east of Pennsylvania, leading to targeted outreach and engagement.
- Generated $21.5MM in production for 2022
- Generated $18MM in production for 2021
- Generated $16.5MM in production for 2020
- Provided finance solutions for a variety of assets, including hardware, software/services, networks, servers, laptops, FF&E, and leaseholds.
- Funded transactions ranged from $110K to $5MM ($700K average) and were comprised of direct business (80%) and vendor business (20%).
- Solidified relationships and was awarded 6 new master leases per annum, on average.
- Cultivated relationships with manufacturer and reseller representatives, including CDW, SHI ePlus, MicroAge, enhancing collaboration and partnership potential.
- Expanded legal vertical to include financial services, medical, education, and manufacturing, diversifying client base and driving revenue growth.
VICE PRESIDENT OF BUSINESS DEVELOPMENT
First Financial Corporate Services, Inc.
01.2013 - 01.2016
- Identified business development opportunities across the United States, facilitating transactions averaging $400K, with a range of $100K to $4MM.
- Provided finance solutions for a variety of technology assets, including hardware, software/services, networks, and, more heavily, medical equipment.
- Funded transactions were comprised of direct business (60%) and vendor business (40%).
- Provided finance solutions for a variety of technology assets, including hardware, software/services, networks, and, more heavily, medical equipment.
- Built or further fostered program relationships with GE Capital and CIT.
- Built or further fostered program relationships with GE Capital and CIT.
VICE PRESIDENT OF SALES
Presidio Technology Capital
01.2011 - 01.2013
- Supported reseller sales team by delivering leasing solutions for customer base across New York, New Jersey, and Connecticut, facilitating transactions from $50K to $3MM ($250K average).
- Delivered finance solutions for technology assets, primarily Cisco and EMC equipment, enhancing client financing options.
- Secured over twenty new Master Leases, expanding leasing portfolio within territory.
- Provided finance solutions for technology assets, with a majority being Cisco and EMC equipment.
Education
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION, ACCOUNTING
Marist College
Skills
- Relationship Management
- Business Development
- Negotiation
- Contracts
- Vendor Finance
- Equipment Leasing/Finance
- Master Lease Agreements
- Support Sales
- Direct/End-User Finance
- Documentation
- Flexible Structuring
- Hardware/Software/Services
- Technology Equipment
- Vendor Leasing
Accomplishments
- TOP SALESMAN IN 2019, 2018 & RANKED #2 ALL OTHER YEARS
- Negotiated a Program Agreement, Including all Lease Documentation, with Siemens Healthcare to Provide Leasing Solutions to Their Customer Base
- Developed Agreements with GE, CIT, & Other Banks/Lessors for Individual Lease & Portfolio Sales
- Signed a Multi-Million Dollar Managed Services Contract with a Large University for Presidio
- CLOSED $160MM+ in Lease/Finance Structures at Cisco Capital WITHIN 18 MONTHS
- TOP SALESMAN at GE 2005, 2006 & Ranked in the Top Third 2007
Timeline
Relationship Manager
Ascentium Capital
04.2025 - Current
Leasing Consultant
WMP Consulting LLC
02.2024 - 03.2025
SENIOR ACCOUNT EXECUTIVE
CoreTech
01.2016 - 01.2024
VICE PRESIDENT OF BUSINESS DEVELOPMENT
First Financial Corporate Services, Inc.
01.2013 - 01.2016
VICE PRESIDENT OF SALES
Presidio Technology Capital
01.2011 - 01.2013
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION, ACCOUNTING
Marist College