About Us

Deployed XP was built on a simple observation: equipment finance lenders keep solving the same problems with manual effort instead of better systems.

The founder spent 5 years in lending operations at First Citizens Bank focused on small ticket leasing and complex transactions, living the operational challenges firsthand.

That experience led to 5 years on the product side — building and leading the deployment of Salesforce-based LOS platforms across more than 30 equipment finance organizations. New implementations, rescue projects, complex integrations, vendor portals, broker portals, auto-approvals, scorecards, dynamic term sheets, doc generation — all of it.

Deployed XP was founded to bring all of that experience to small independent lenders who need a consultant who can get up to speed immediately, think strategically, and then get in the weeds and execute.

Career Timeline

2016-2020

Lender Operations – First Citizens Bank
Small ticket leasing and complex transactions. Built deep understanding of the full equipment loan and lease lifecycle from the inside.

2020-2024

Product Leadership — Salesforce-Based LOS
Led product build-out and implementation across 30+ equipment finance organizations.

2025-2026

AI & Efficiency Solutions
Deploying AI automation into equipment finance operations, focused on real efficiency gains over novelty.

2026

Founded Deployed XP
Bringing firsthand equipment finance experience to lenders who need a consultant who already speaks the language.

Our Solutions


Make your system work for you.

Ready to build efficiencies and make your system work for your team? Request a call to get started.