Whether you are a business executive looking to invest in new equipment or a vendor seeking financing options for your clients, you can leverage flexible financing through First American to achieve your goals.
Whether you are a business executive looking to invest in new equipment or a vendor seeking financing options for your clients, you can leverage flexible financing through First American to achieve your goals.
Discover how we can help streamline your capital projects through our equipment financing solutions.
Integrated vendor financing programs—designed to simplify your customers' purchasing experience. Explore how our vendor programs can help you sell more, faster.
Transform the way you manage expenses and close your books faster with the City National Visa Commercial Card program presented by First American.
Gain valuable insights by working with finance experts aligned to your industry.
Tap into the strength and expertise of one of the largest equipment finance companies in the U.S.
Connect with a financing expert to discuss your organization's needs today.
Email | 585-361-6263
Joe manages First American's credit portfolio.
Joe leads portfolio management for the City National Bank support, RBC support, and Vendor teams and their clients. His main goal is to enhance and maintain First American’s credit portfolio while mitigating risk and ensuring policy compliance. Joe is motivated by the opportunity to help diversify the portfolio while supporting clients and contributing to their success.
Joe holds a bachelor’s degree in accounting from SUNY Brockport and an MBA from St. John Fisher College. He is a Certified Management Accountant (CMA) and a Certified Fraud Examiner (CFE). Prior to joining First American, Joe managed M&A assignments for a multi-billion dollar corporation and co-owned, developed, and sold a software company to a Top 50 CPA firm. His extensive experience in public accounting, focusing on consulting, M&A, attestation, and fraud examination, brings significant value to his current role.
Residing in Penfield, NY, Joe enjoys spending his free time with family and friends.
Email | 585-361-6263
Joe manages First American's credit portfolio.
Joe leads portfolio management for the City National Bank support, RBC support, and Vendor teams and their clients. His main goal is to enhance and maintain First American’s credit portfolio while mitigating risk and ensuring policy compliance. Joe is motivated by the opportunity to help diversify the portfolio while supporting clients and contributing to their success.
Joe holds a bachelor’s degree in accounting from SUNY Brockport and an MBA from St. John Fisher College. He is a Certified Management Accountant (CMA) and a Certified Fraud Examiner (CFE). Prior to joining First American, Joe managed M&A assignments for a multi-billion dollar corporation and co-owned, developed, and sold a software company to a Top 50 CPA firm. His extensive experience in public accounting, focusing on consulting, M&A, attestation, and fraud examination, brings significant value to his current role.
Residing in Penfield, NY, Joe enjoys spending his free time with family and friends.