Orange County Office
(213) 362-5600 x242
Chad brings over a decade of corporate finance and management experience to Jules and Associates. He is responsible for managing a team of professionals in our Orange County office. Chad focuses on providing his customers with creative and cost effective financial solutions while maintaining the highest level of service available in the industry. His goal is to establish and maintain long-term relationships with his clients while taking care of all of their equipment financing needs.
- Healthcare Technology
- Unique financing structures
- Financing to match the useful life of assets
Sales Team Manager
(213) 362-5600 x241
Kevin has been with Jules and Associates since 2013 and excels at prospecting for new business. He brings with him an extensive background in sales and marketing that has helped him grow and succeed within the company. Kevin maintains strong relationships with vendors and strategizes directly with his clients to meet each of their specific needs.
- Creative Strategist
- Knowledgeable and Focused
- Specializes in tailored financial solutions
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Michael graduated from Vanguard University, and has been an Account Executive with Jules and Associates for just under 2 years now. He is dedicated in building relationships, as well as discovering client’s concerns and providing them with the best options to fit their needs. Michael’s knowledge for equipment finance provides him with the ability to succeed and thrive in all aspects of the industry.
- Well versed in the financing industry
- Maintains relationships
- Driven to meet clients needs
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Madison is highly motivated sales professional with the ability to uncover new deals and negotiate complex financial transactions to closure. Successfully retain customers through long deal cycles and achieve a positive customer experience.
- Financially minded
- Reliable and Trustworthy
- Customer orientated with re-occurring customer transactions
Senior Sales Manager
(213) 362-5600 x219
As a Senior Sales Manager at Jules and Associates, Ryan Gonzales is responsible for leading a team of Account Executives and providing the knowledge and expertise needed to ensure that our clients’ financing needs are met and that long term relationships are built. He brings over 9 years of equipment financing experience. His goal is to ensure that clients have clear and consistent communication throughout the financing process. He uses a background in business finance to understand the needs of businesses across all industries to ensure that their return on investment and budgeting needs are realized. Ryan graduated from San Diego State University with a Bachelor of Science degree in Business Administration with an emphasis in Finance.
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Shane joined the Orange County office in 2014. His strong work ethic and ability to anticipate his clients’ individual needs have allowed him to build genuine business relationships. Shane earned a Bachelor of Arts in Communications from Cal State University, Fullerton in 2011.
- Goal Oriented
- Growth Mindset
- Excels at building new relationships
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Jacob joined Jules and Associates shortly after obtaining his B.S. in Business administration and finance from Cal State University of Chico. In the last few years he has greatly expanded his product knowledge while growing his customer base within many industry verticals. While he has experience in a wide range of industries his focus has been on medical, transportation and manufacturing companies. He utilizes his financial background to understand the individualized needs of his clients, while working closely with our documentation and funding departments to provide top quality service.
(213) 362-5600 x289
During Sarah’s time at Jules and Associates she has built a strong customer base across a number of industries. Her goal is to ensure her clients receive tailored financing programs that allow them to meet both their financial and equipment needs. Whether a customer is looking to upgrade their existing systems or add equipment to expand their facilities Sarah can provide a custom financing solution. She continues to grow her industry knowledge ensuring she will always be prepared to assist her clients in all their financing needs.