Bob Wallace

Bob Wallace, CLFP, has extensive experience in portfolio management, sales, and team management in the leasing and financing industry. Bob has a strong background in leasing various types of technology equipment, including information technology, telecommunications, datacom, software, and healthcare equipment. Bob has also worked in record management services, selling HIPAA compliant storage and destruction services. Additionally, they have experience selling outsourced Human Resources services and healthcare products. Bob is highly skilled in developing and training sales teams, credit analysis, negotiating contracts, and managing vendor relationships.

Bob Wallace, CLFP has a Bachelor of Arts (B.A.) degree from Wartburg College. Bob is also a Licensed Life, Health and Disability Agent from the California Department of Insurance. Additionally, they hold a CLFP (Certified Lease Financing Professional) designation from the Certified Lease & Finance Professional Foundation. Bob is a Licensed Pharmacy Technician from the California State Board of Pharmacy. Bob further pursued a Post Graduate Certification in Convergent Media and Marketing with a focus on Marketing and Data Analytics from UC Irvine. Lastly, they obtained a Residential Elder Administrators Certificate from the California Department of Social Services.