Careful,
meticulous, straightforward, compliant with regulation.
Those are the words you're likely to hear when
asked about HedgeLender LLC's committed staff.
The outstanding reputation we've earned in nearly
eight years providing stock-collateralized
hedged portfolio loans to our clients is something
we are justifiably proud of.
We
welcome full due diligence and suggest a further
follow up with an examination of our track record
and referrals. We offer an unparalleled record
of satisfied clients, obsessive concern for federal
and state regulation, and personalized attention to each borrower
that is the envy of far larger organizations.
Although we do not offer any form of financial
planning or tax advice, referrals to licensed
professionals familiar with HedgeLoan financing
are always available upon request.
Your
structured stock financing is operated with care
and efficiency by a HedgeLender team with many
years of related experience in securities, business,
government and finance. Our account managers include
a selection of accomplished securities professionals
with backgrounds in most of the major names in
investment banking, from Goldman Sachs to Morgan Stanley
to Wachovia. Our Advisory Board is equally distinguished and growing rapidly. Since our founding, we have gradually
leveraged our strengths through these carefully
chosen relationships so that today we can provide
the most attractive, efficient stock loan financing
in the market coupled with the security and attention
to regulation of a very large firm. This is the
hallmark of a HedgeLender transaction.
HedgeLender
LLC
For all inquiries: 1500 Market Street,
East Tower, Suite 1201,
Philadelphia, PA 19102
(1-800-244-7616).
For further contact information please see our Contacts page (telephone, fax, e-mail).
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Daniel
W. Stafford, Founder and President.
Mr. Stafford is formerly of the U.S. Department
of Commerce's International Trade Administration
in Washington, D.C., where he was responsible
for US trade, technology and finance outreach
in the Office of Undersecretary for International
Trade headed first by Stuart E. Eizenstat then David M. Aaron. Mr. Stafford
was also tasked to the Clinton White House
to assist with China MFN efforts for the
Executive Office of the President, and
was an integral part of several teams
that worked on national trade policy projects
including the National Export Strategy,
the Framework for Electronic Commerce,
the Emerging Markets and Digital Economy
Initiatives, and NAFTA. |
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Prior
to his work in the US government, Mr.
Stafford was employed by Communications
Satellite Corporation's (COMSAT) Advanced
Systems Division, part of INTELSAT, where
he was responsible for finance and proposal
development for international satellite
telecom projects in Asia and Latin America.;
and earlier managed academic research
collections for the university research
collections arm of the Congressional Research
Service.
Mr.
Stafford holds a Master's degree in International Relations and
Business from the University of Chicago, with a major focus on Asian
trade and finance. [ Contact Daniel W. Stafford ] |
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Fred R. Wahler, Vice President and Partner.
Mr. Wahler is in charge of all sales and operatational oversight for HedgeLender LLC. He brings over twenty years of expertise in the fields of investment banking, retail brokerage management and sales training. Prior to joining HedgeLender, Mr. Wahler managed a successful investment banking consulting firm focused on corporate fundraising through institutional capital markets and strategic consulting.
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In addition to a decade of retail brokerage and management experience, Mr. Wahler has also worked extensively with asset-based lending including factoring, equipment leasing and commercial real estate acquisition/development transactions involving institutions large and small.
Mr. Wahler received a B.S degree in Economics and Computer Science from Lock Haven State University in 1989.
[ Contact Fred Wahler here ] |
William F. O'Shea, III, Esquire, Corporate
Counsel.
Mr. O'Shea's experience includes over fifteen
years in the legal, financial and manufacturing
industries, and includes a legal background in
both litigation and transactional areas.
He has represented a broad range of clients,
including individuals, financial institutions,
Fortune 500 companies and major league sports
teams. In addition to his work as a practicing
attorney, Mr. O'Shea has acted as counsel to investment
banking firms.
Prior
to becoming an attorney, Mr. O'Shea
worked for several years as a retail stockbroker
in both Philadelphia and New York City.
Mr. O'Shea received his B.A. in English from Villanova
University in 1991 and his J.D. from the Villanova
University School of Law in 1998.
[ Contact William O'Shea here ]
Bob
Schneiderman, Director of Operations.
Mr. Schneiderman has an extensive background in
business operations consultancy earned over more
than thirty years. His experience includes marketing
and consulting on a a broad range of financial
projects focused on the development and retail
product placement for a variety of public and
non-public enterprises.
Over
the years he has specialized in expanding customer
bases, development of business-specific marketing
programs, assisting with mergers and acquisitions,
and establishing/maintaining communications and
related operational tasks. Mr. Schneiderman has
also helped develop effective marketing strategies
for several large joint ventures, developing advertising-media
programs and advising on the structuring of operations
on a private consulting basis.
Mr. Schneiderman has a B.S. in accounting from Temple University.
[ Contact Bob Schneiderman here ]
A. J. LaCava, Director of Sales. A.J. LaCava oversees HedgeLender direct sales activities and conducts final closing operations for the majority of HedgeLender loan clients and Affiliates.
Mr. LaCava had worked for several leading accounting firms before becoming a stock broker, where his work for several large firms consistently earned him Top Ten Producer honors. He worked successfully in private equity financing before joining HedgeLender in 2004.
Mr. LaCava holds a B.A. in Finance from LaSalle University..
[ Contact A.J. LaCava here ]
Roel
Hoekstra, Director, Institutional Services.
Mr. Hoekstra brings
over 23 years of experience in investment banking,
finance, insurance operations, and management
consulting to HedgeLender. Prior to founding Commonwealth
Capital Partners in 2001, Mr. Hoekstra worked
for two years as an independent consultant to
several fast-growing companies responsible for
strategic plans, sales and marketing plans and
negotiating capital infusions. From 1991 until
2001, he developed new markets for the global
consulting firm Mercer Consulting Group as a partner
specializing in human capital strategy, strategic
planning, and employee benefits. From 1983 until
1991, he worked for John Hancock Insurance Company
as a group insurance consultant leading the company's
financial, claims and data systems development
projects.
Mr.
Hoekstra received a B. A. degree in Computer Science and Economics from
Denison University in 1984. Roel is a licensed insurance agent, a
fellow of the Life Management Institute (FLMI) and a Certified Employee
Benefits Specialist (CEBS).
[ Contact Roel Hoekstra here ]
David C. Gullickson, Director of Business Development.
Mr. Gullickson brings over 18 years of financial, marketing, and
negotiating experience to HedgeLender and is responsible for developing
strategic institutional relationships for the company.
While
completing his active duty with the United States
Marine Corps, from where he was honorably discharged,
he attended Los Angeles City College and completed
his B.A. in Business at the University of Maryland.
Mr.
Gullickson began his financial career working
for Strauch & Associates, a commercial real
estate firm specializing in the commercial real
estate sector and the mortgage banking business,and
has worked extensively with First Florida Mortgage.
Mr. Gullickson has worked with both onshore and
offshore financial institutions, and has traveled
extensively in Asia and Europe.
[ Contact Dave Gullickson here ]
HedgeLender Joint Venture and Institutional Partner Relationships
HedgeLender
has established several strategic joint venture
relationships with key institutions and individuals
at leading financial firms in the U.S. and overseas.
For further information please inquire
here.
HedgeLender Institutional Partner Program (IPP)
HedgeLender,
welcomes inquiries from well-established insurance and financial firms
of all size with well-developed networks or client markets to join our
Institutional Partner Program (IPP). HedgeLender offers its
well-regarded HedgeLoan® stock loan to such institutions
with flexible co-branding and other special contractual arrangements.
We actively encourage all potential institutional partners who
currently offer non-marginable tax, retirement, or
investment-advantaged products to their clients who may wish to
"turbo-charge" their financial offerings by allowing their clients
leverage their HedgeLoan proceeds. Please contact Mr. Roel Hoekstra,
Director of Institutional Services, above or send an e-mail or call our office to discuss.
HedgeLender Legal and Professional Resources: Staying Ahead of the Curve
HedgeLender LLC's corporate counsel duties include ensuring
that HedgeLender's associate firms, agents, and affiliates remain compliant with applicable law at all times. From our HedgeLoan®
trademark to our attention to California licensing requirements to
outsourced
stock-loan-related professional advisory services, HedgeLender's
professional staff provides advice, guidance, and patient review of our
products and services.
We
will be happy to refer you to outside consultants, who have no professional affiliation or connection to
HedgeLender, who can assist you with objective answers to questions
related to how our securities products can fit into your financial strategies. For more information on these
resources, please send us an e-mail request with your questions, or give us a call at 800-244-7616..
HedgeLender Staff and Branches
Overseas Offices
HedgeLender LLC now offers HedgeLoan® financing to owners of foreign
stocks in virtually every major stock market, including the bourses of
Israel, Great Britain, EC nations, Canada, Japan, Thailand, Korea, Taiwan, New
Zealand, selected South American markets (Brazil, Argentina, Chile,
Venezuela) and Australia. Please e-mail us or call our main office if you live in or operate in these or any other non-U.S. markets and
would like to avail of our HedgeLoan-quality financial services.
Commissioned Authorized Agents
HedgeLender LLC's Authorized Agent force includes many experienced and
licensed financial professionals in the U.S. and overseas and several
institutional corporate affiliates who have signed on as Authorized
HedgeLender Agent entities as well. Most are attracted to our excellent
and speedy remuneration, client-oriented service, and top-rated, secure
HedgeLoan(SM) line of securities finance products.
Our
authorized representatives are carefully screened for experience and expertise in their chosen fields and come
from specializations as diverse as insurance, estate planning,
financial planning, real estate, law, and securities trading. Recent
licensing is preferred, but not required. Full compliance with HedgeLender rules and applicable state and
federal regulations is required. (Read more here)
If
you are interested in a commission-based career with the leading
provider of innovative stock loan and stock options loan products,
please apply online here.
Are you are a securities owner who prefers to work with an Agent directly, please click here
to let us know or call 1-800-244-7616. An authorized HedgeLender agent will be
selected to work with you personally to help you with the entire HedgeLoan
process, from start to finish.
You
have securities finance requirements: We have the cumulative knowledge,
experience, and creativity to meet those requirements. Please contact us today and let us prove it to you.
