Meet Our Team

Jennifer has over 20 years experience in executive leadership in the healthcare finance industry spanning all areas, including de novo start-up, P&L responsibility, business development, operations, and audit and underwriting. Prior to co-founding Siena Healthcare Finance, Jennifer held leadership roles at several healthcare finance companies including CNH Finance, Triumph Healthcare Finance, Doral Bank, Marquette and GMAC. Jennifer is a Fellow of the Healthcare Financial Management Association with a concentration in accounting and finance.

Ed has over 20 years experience in healthcare finance, providing working capital for providers across the country. Prior to co-founding Siena Healthcare Finance, Ed was a top new business producer at various institutions including GE Finance, Marquette, CIT Group, Heller Financial Services, Triumph Healthcare Finance and CNH Finance. Ed attended SUNY Brockport and is a member of the Turnaround Management Association, Secured Finance Network, Association for Corporate Growth and Healthcare Financial Management Association.

Dan has over 20 years experience in asset based lending and over the last decade focused primarily on providing financing to middle market companies in the healthcare sector. Prior to joining Siena Healthcare Finance, Dan was a senior manager at Wells Fargo where he led a team managing a $1B portfolio of asset backed loans to healthcare companies. Dan is a CFA charterholder and holds a bachelor’s degree in business economics from the University of California, Los Angeles.

Jason has 15 years of experience in the Public Accounting and Banking industries, with experience at institutions including JPMorgan Chase Bank, Burdale Capital, and CIT. Jason has experience structuring, underwriting and syndicating transactions.

Daniel has 28 years of accounting, operations, and consumer and ABL finance experience. Prior to joining the Siena Healthcare Finance team, Daniel was the VP of Portfolio Management at CNH Finance and Triumph Healthcare Finance. Previously, he was the Controller for First Consumers National Bank, which offered private-label Visa and Mastercard credit card products before becoming one of the founders of CarePayment, a self-pay patient financing solution. Daniel passed the CPA exam in the state of Oregon.

Stephen has over 18 years of experience in healthcare finance, in both underwriting and audit capacities. Prior to joining the Siena Healthcare Finance team, Stephen was the VP of Underwriting for CNH Finance and Triumph Healthcare Finance. He has also held various roles at other finance institutions, and served as an audit manager at KPMG. Stephen is a CPA licensed in the state of Texas, and holds bachelor's and master’s degrees in Accounting from the University of Texas at Austin.

Kinh has over 24 years of accounting and finance experience in public and private sectors. Prior to joining the Siena Healthcare Finance Team, Kinh was the Relationship Manager at CNH Finance. She has also served as deputy audit manager at PricewaterhouseCoopers and Controller at CareOregon, Inc., a health plan with four coordinated care organization (CCO) and a Medicare plan.

Tracy has over 15 years of documentation and operations experience and over 10 years healthcare ABL experience focused in collateral monitoring and loan operations. Prior to joining the Siena Healthcare Finance team, Tracy was the Loan Administrator / Credit Analyst at CNH Finance and Triumph Healthcare Finance. She previously spent time as Leasing Associate for US Bank Equipment Finance.