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Q&A with Josh Schulman



Josh Schulman joined Vantage Financial in 2024 as SVP - National Sales Manager. He oversees the sales team across the U.S., implementing strategies to ensure our client experience is top-notch.


Josh has more than two decades of sales and relationship-building experience in both the technology and financial services sectors. Josh spent nine years with Lawson Software, excelling in various positions. Transitioning into the equipment finance industry, he then embarked on a 12-year tenure at Winthrop Resources, a part of TCF Bank, which was later acquired by Huntington Bank as a business development manager and sales executive.


Check out the Q&A below to learn more about Josh as he begins his new role!

How did you come across the equipment leasing industry?

"I was a recovering attorney running a global channels team and had recently welcomed my second child to the world. Traveling internationally was becoming a lot with two little ones and not having family in Minnesota to help out. At the same time, a recruiter approached me about building out a business development team for a Financial Services/Leasing company. After meeting with the team, seeing the unique nature of the business, and the community of that company, it was a no-brainer."

 

What are you most excited about in this new role?

"Vantage is a unique company, it has the entrepreneurial spirit and flexibility that will allow it to grow and continue to provide unique financing solutions to customers of all shapes, sizes and industries. Additionally, I love to mentor people and watch them grow. I am really looking forward to helping my colleagues identify their dreams, hopes, aspirations, and watching as those become a reality."

 

Is there a career achievement that you are most proud of?

"I set a few records when I was a rep – quickest to $100 Million, best first year from a new account/deal standpoint, and largest deal/year ever – however the proudest career accomplishment is that most of my clients and business partners are also friends."

 

What is something we wouldn't know about you from your LinkedIn profile?

"I am a sports and food junkie. We will travel all over for good food and I will play just about any sport. Current favorites are sand volleyball, wake surfing, pickleball and hoops."





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