With more than 150 years of cumulative in-house SBA 7(a) experience, cutting edge systems and rigid controls, the team at Windsor Advantage is uniquely qualified to support its institutional clients to develop and execute a thoughtful and comprehensive SBA lending program.
Windsor Advantage is an Independent, owner-managed firm with more than 27 professionals and growing.
Shawn T. Andrews
As Managing Director, Shawn is responsible for the overall strategy and management of Windsor. He has more than 15 years of financial services experience. Prior to founding Windsor in 2010, Shawn was Managing Director and equity partner of a $600 million debt fund with a focus on SBA lending and asset-based lending. While at the fund, he led the acquisition of one of the 14 SBA Small Business Lending Company (SBLC) licenses.
Shawn began his career as a financial institutions auditor at Arthur Andersen. He is a certified public accountant.
Leonard L. Ray
Director of Servicing
As Director of Servicing, Leonard manages the servicing of more than $1.0 Billion in SBA and USDA loans.
Prior to joining Windsor, Leonard spent more than a decade working with a diverse mix of companies on financial and strategic projects as both a manager and consultant.
Julie A. Buckert
Vice President, Accounting
Julie brings more than a decade of accounting, compliance, audit and financial reporting experience to the firm. She has worked in public and private companies. She previously served as Director of Accounting at Brunswick Corporation and as a senior auditor in a national public accounting firm. Julie is a certified public accountant.
Director, Credit & Structure
Will manages Windsor’s credit and structure department. This includes interfacing with lenders and other referral sources to ensure eligibility and the most efficient structure for each transaction. Will has helped fund over $600 million in SBA loans. Prior to joining Windsor, Will was an analyst at Bank of America Merrill Lynch.
Director, Risk Management
Mike is responsible for Windsor’s overall risk management process, with a focus on documentation and compliance. Prior to Windsor, Mike was a senior management consultant in the KPMG financial institutions group. He has extensive experience working with diversified financial firms to implement efficiencies and risk management strategies. He began his career with PNC Capital Markets.
Vice President, Packaging & Closing
Jeff manages Windsor’s packaging and closing department. He leads a team of 5 processors and has closed and funded more than $150 million in SBA 7(a) loans. Prior to joining Windsor, Jeff was an associate at Charles River Associates where he gained extensive experience in business valuation and complex litigation.
Regional Marketing Managers
Windsor believes in the importance of a local presence to support to our Lenders.
Regional managers have extensive experience with all aspects of the 7(a) program:
SVP–Midwest Marketing Manager
More than 35 years of experience in banking and finance in the Chicagoland market. Extensive asset based lending experience in conjunction with the SBA 7(a) product.
SVP–West Coast Marketing Manager
More than 40 years of experience in banking and finance in the Southern California market with more than $700 million in funded SBA 7(a) loans over the past decade. Prior chairman of the board for the National Association of Government Guaranteed Lenders (NAGGL). Board of Directors for CDC Small Business Finance Corp.
SVP–West Coast Regional Manager
More than 30 years of experience in banking and finance in the Southern California market with more than $700 million in funded SBA 7(a) loans over the past decade.