Your RAS team
Bob Rinaldi, CLFP
Rinaldi Advisory Services
- Confidential CEO Resource
- Expert Witness
- Strategic Planning
- Buy Side Advisory
- Starting & Scaling Business
- Due Diligence Services
- M&A Advisory
Liz Rinaldi
Rinaldi Advisory Services
- Business Development and Growth Strategies
- Project & Customer Relationship Management
- Vendor Finance Program Development Solutions
- Program Implementation and Market Strategies
Harry Kaplun
Rinaldi Advisory Services
- Strategic Planning
- Organization Structure
- Profitability Maximization
- Business Development
Chris Chiappetta
Rinaldi Advisory Services
- Strategic Planning
- Organization Structure
- Profitability Maximization
- Business Development
Brett Davis
Rinaldi Advisory Services
- OEM Captive & Vendor programs
- Equipment Dealer Development
- Finance and Insurance for Equipment Dealers
- Strategic Planning
- Compliance
- Organizational Development / Structure
- M&A Advisory
Sudhir P. Amembal
Rinaldi Advisory Services
- Professional Development
- Equipment Leasing Education
- In-house & virtual seminars
- Consultancy
- Curriculum development
Nancy Geary, CPA, CLFP
Rinaldi Advisory Services
- Lease Accounting Consultation and Education
- Audit and Tax Related Consulting
- Accounting Process Efficiency Analysis
- Budgeting and Projection Analysis
- Lease Accounting Software Selection
- Software Conversion Assistance
The Strategic Alliance
The Strategic Alliance is made up of independent advisors from Rinaldi Advisory Services® and its peers. Each firm has experts steeped in their specific disciplines within equipment finance, and is regarded as a thought leader in the industry due to their knowledge, experience, and networks.
Through our firms collaboration, our clients benefit from having a variety of talents available under one roof, covering the spectrum of expertise required in the multidisciplinary business that is equipment finance today. Clients can work with a single firm on a subject matter specific to their specialty, or they can work with two or more firms on projects requiring a broader scope. If a client needs change, bringing in new advisors is a seamless process—we work collaboratively, always synchronized in a constant state of readiness, no matter the need or scope.
Scott Preiser
SVP-Client Partner/Recruiter, Molloy Associates LLC
- Industry Veteran
- Executive Search-Multiple Levels
- Staffing Searches-All Departments
- Consultative Job Description Development
- Candidate Vetting and Interviewing
Tom Ware
Tom Ware Advisory Services, LLC
- Credit Scoring, Decisioning, & Pricing
- Risk Management
- Portfolio Management & Analytics
- Automation & Operations
Michael Varney
MAI Technology Solutions, LLC.
- Technology Strategy Alignment
- Platform Modernization
- Data and Analytics Strategy
- Project Leadership
- Value Creation
- UI/UX Design and Optimization
- Tech ROI Optimization
- Digital Sales Channel Optimization
- Next Generation Customer Acquisition Strategy
Justin Vogel
CEO, Verity Capital Advisors
- Expert in capital formation for equipment finance and leasing.
- Understands lender and borrower perspectives for tailored solutions.
- Guides clients through successful capital raising.
- Evaluates and optimizes bank facilities for optimal financing.
- Committed to client success, delivering tangible value and insights.
Deborah "Deb" Reuben, CLFP, DES
CEO & Founder, TomorrowZone
- Comprehensive current state assessments
- Rapid process mapping
- Business process optimization
- Strategic transformation roadmaps
- Strategic workshop facilitation