Our Client Solutions Team can structure customized solutions in even the most complex markets, addressing credit, interest rate, and foreign exchange risks. We ensure alignment with ever-changing compliance, accounting, tax, and currency regulations, including data privacy.
WAY IN
WORKING Capital
Financing
We are a leading working capital innovator that helps vendors and other channel partners in the IT ecosystem optimise working capital, streamline transactions and unlock growth potential.
Our solutions help businesses extend payment terms and increase credit capacity, freeing up cash flow.
A seasoned, distinctive combination of tech and finance minds.
John defines the vision and strategy for WeFi. He has 35+ years of experience (24+ international) in the banking and finance industry, primarily in technology channel finance. In 2004, John co-founded Castle Pines Capital, which was sold to Wells Fargo Bank in 2011. He continued to serve as the Head of Supply Chain Finance with Wells Fargo Bank until December 2016. John holds a Bachelor’s Degree in Finance from the University of Northern Colorado.
Adrian defines the vision and strategy for WeFi. He has 30+ years of experience in finance and information technology. In 2006, Adrian co-founded BlueWater Communications Group, which was sold to Presidio in 2012. He assumed the role of President for the Tri-State Division of Presidio until June 2016. Adrian holds a Bachelor’s Degree in Commerce, majoring in IT and Accounting, from the University of Cape Town.
Client
Boris leads globally the WeFi Client Solutions Group (CSG), working closely with our Sales and Relationship Management teams to ensure successful development and implementation of client solutions, jointly with our international financial partners. He has 20+ years of banking experience in the US and EMEA and is a graduate from NYU’s Stern School of Business and the Executive Leadership Programs from IMD Switzerland.
Unlock Your Global Potential with our CSG Team
Finance
Bruce Kleinsteuber is responsible for all the financial and HR related activities at WeFi Technology Group. With 25+ years of global experience, he has held executive level Finance, Operations and Strategy positions at ACI Worldwide, Western Union and American Express. He holds a Bachelor of Science in Electrical Engineering from the University of Louisville and a MBA from Carnegie Mellon University.
Technology
Armand leads the development and operational aspects of WeFi’s best-in-class, global channel finance platform, IZZI. With over 25 years of experience in information systems, he has worked with financial services, manufacturing and distribution companies, as well as non-profit organizations. Most recently, Armand was Managing Director at Wells Fargo Supply Chain Finance (formerly Castle Pines Capital), where his Triad system processed over $20-billion in transaction volume each year. He holds a Bachelor’s Degree in Computer Science from Rhode Island College.
Legal
Paula leads all compliance, risk and legal functions at WeFi. She has 30+ years of experience (24+ international) in banking and finance, specializing in channel finance and asset-based lending. Paula served as in-house counsel to ITT Commercial Finance Corp. and Deutsche Financial Services Corporation. Most recently, she was a partner at Bryan, Cave, Leighton Paisner LLP, where she led the asset-based lending group and served on the firm’s executive board. She holds a Bachelor’s Degree from Missouri State University and a Law Degree from the University of Missouri – Kansas City.
Sales
Laurent leads global business development efforts that align to WeFi’s vision and strategy. An accomplished global leader with over 25 years of experience in Fortune 50 companies, he has held several key senior finance leadership positions at Dell Technologies, GE Aviation and Gemplus. Most recently, Laurent served as Managing Senior Director at Dell, where he led and grew the company’s channel finance program into a multi-billion-dollar global player. He holds an Accounting Degree from France, and both a Bachelor’s Degree in Business Administration and MBA from St. Edwards University.
International Leadership Team
Nick focuses on the global alignment of strategic partnerships that provide for vendor capacity and growth. He has 25+ years of international experience in investment banking for Citigroup, UBS and Sberbank, and has worked globally in the US, UK, Russia, South Africa, Turkey and the Middle East. Nick holds a Bachelor’s Degree in Finance from the University of Cape Town and an MBA from the MIT Sloan School of Management.
Nela oversees operations and drives strategic initiatives across the EMEA and Asia-Pacific regions. She works closely with the Sales and Relationship Management teams to ensure the successful development and implementation of client solutions while collaborating with international financial partners. With over 20 years of experience at Merrill Lynch, Deloitte, Dow, and Microsoft, Nela has a proven track record of leadership and innovation. She holds a bachelor’s degree in Finance from the University of Arizona, USA, and an MBA from the Solvay Business School of Management in Brussels, Belgium.
Americas Leadership Team
Tom is responsible for driving growth by leading WeFi’s sales and marketing efforts. He has 25+ years of experience in the IT industry and has held various leadership roles with OEM vendors, including 13 years with Cisco, supporting both direct and channel sales. Most recently, Tom was Vice President, General Manager, Sales & Service, supporting the Eastern United States and Canada for the analytics firm Teradata. He holds a Bachelor’s Degree in Business Administration from Salisbury University.
Elisa leverages her extensive international background to drive operational efficiency and scale across all functional areas of WeFi’s international business. Fluent in Spanish and Portuguese, she brings to WeFi over 13 years of experience in channel finance for international technology resellers throughout Latin America and Europe, including relationships with Partners. Elisa holds Bachelor’s Degrees in Finance and Multinational Business Operations from Florida State University and an MBA from the University of Florida.
Driving the Future of Working Capital
Innovation is at the heart of everything we do. Our dedicated Innovation Team comprises talented researchers, engineers, and data scientists who are passionate about developing cutting-edge solutions that address the evolving needs of the working capital ecosystem.
Our Innovation Focus:
Artificial Intelligence (AI): We leverage AI and machine learning to automate processes, provide real-time insights, and optimize decision-making.
Customer-Centric Solutions: We design solutions that are tailored to the unique needs of our clients, enhancing their experience and driving their success.
Industry Collaboration: We actively engage with industry partners and thought leaders to stay ahead of the curve and shape the future of channel finance.
Innovation
