About Us

Dan Castellini was appointed Chief Executive Officer of Trio in 2022, overseeing all aspects of the business, including strategy, resources, and operations. He is committed to delivering a best-in-class technology platform to the vendor space while fostering lasting partnerships and creating relationship-first financial experiences. 

Before joining Trio, Castellini spent 18 years at Marlin Capital Solutions during which time he led a data science and analytics team focused on driving innovation in the areas of credit risk, process improvement, statistical modeling & analytics, as well as automation & optimization, interactive information delivery platform development, fraud prevention and operations. Castellini also spearheaded the design, development and launch of Marlin’s highly successful working capital loan product offering,

Castellini graduated Cum Laude from Cedarville University, receiving his Bachelor of Arts in Accounting and Finance, and later earned his Master of Business Administration from Rutgers University.

Mark is the President of Trio Solutions, an independent lessor in the equipment finance market. Mark has 30+ years experience in the industry holding various senior level positions throughout his career. Prior to his current role, Mark worked at Marlin Capital for 21 years, most recently as the Chief Sales Officer where he oversaw a salesforce of 150 people. Mark was responsible for sales and marketing while creating  and driving the strategic origination plan for the company. Prior roles included founding the Healthcare Division and leading the Indirect and National Account channels. He was also a key member of the Senior Leadership Team at Marling Capital and a voting member of the Risk Committee.

Mark also worked at Advanta Leasing Corp. for 9 years where he served in several leadership roles including Director of Office Technology. Mark is active in the ELFA, currently serving on the Independent Business Council Steering Committee, and prior to that he was a 4-year contributor as a member of the Small Ticket Business Council Steering Committee. He received his Bachelor of Business Administration from Temple University and resides in the Greater Philadelphia region. Mark is active in his community, volunteering for various charities and coaching several youth sports teams.

Joe joined the Trio leadership team on August 1, 2022 as Chief Sales Officer, where he is responsible for the implementation of equipment finance and working capital initiatives direct to manufacturers, dealers, and business owners.

Prior to joining Trio, Joe spent more than 23 years working within the equipment finance industry across various roles including finance coordination, direct sales, VP of Direct Lending, and VP of Sales. After 18 years at Marlin Capital operating in dealer direct, direct to end user, as well as coordinating sales systems and process enhancements, he spent 2 years at NewLane Finance focused on sales growth initiatives.

Anthony joined the Trio leadership team on August 15, 2022 as Vice President of Underwriting. His primary responsibility is to oversee the underwriting and funding process within the vendor and direct verticals.

Anthony has over 17 years of underwriting experience in both equipment finance and working capital. Before joining Trio, he spent 7 years, most recently at Apex Commercial Credit, managing vendor direct, syndication, and credit operations teams.

Brian Tri serves as Executive Vice President of Portfolio Servicing, responsible for portfolio management through ownership of the credit & collection policy, source & program review, and ongoing portfolio monitoring. Tri also oversees select aspects of operational risk management that could adversely impact portfolio performance.

Tri previously served 21 years at U.S. Bank, most recently as Senior Business Line Risk Manager for the wealth management and institutional investment division of U.S. Bank. He previously help various roles across U.S. Bank Equipment Finance, Global Corporate Trust, and Risk Management & Compliance. He spent four years as Director of Operations and then as Director of Sales for the community bank lease outsourcing program. Tri gained insights into the securitization market and trust administration in Global Structured Finance, with responsibility for the backup servicing product.

Tri holds a Bachelor of Arts degree in economics and finance from St. Olaf College.

Kristi serves as Chief Marketing Officer. In her current role, Schon leads brand innovation and strategic planning, spearheading all communication and creative initiatives to drive partner engagement, loyalty, and achieve sales and profitability objectives.

Schon brings 20 years of experience from the marketing agency sector to her role. Throughout her career, she has led top-tier marketing account teams for Fortune 500 consumer package goods companies across diverse retail and consumer categories. Her expertise spans traditional print and digital advertising, data-driven communication solutions, performance analytics, public relations, social media marketing, and more. She played a pivotal role in shaping and elevating brands for major retailers and companies, including Walmart, Target, Amazon, Hormel Foods Corporation, Nestle Nutrition, and Campbells Soup Company. Schon leverages her extensive marketing experience and forward-thinking approach to drive impactful results and foster meaningful partnerships with valued partners and customers.

Her commitment to the advancement of the equipment finance industry is evident through her active participation in Communications Committees for both ELFA and NEFA, the NEFA Conference Planning Committee, in addition to panel participation in various marketing webinars and education sessions across industry organizations.

Schon earned a Bachelor of Arts from the Journalism School at the University of Minnesota-Twin Cities.

Mark Blais serves as Chief Information Officer and is responsible for ensuring all technologies and resources deliver best-in-class industry solutions.

Previously, Blais has held senior technology leadership roles within companies including Digi-Key, Target, Veritas/Symantec, Questar, and Lasersonics, several of which operate in technology epicenters like Silicon Valley. His background leading enterprise development teams offers experience in varied industry verticals including 3D MRI, credit, scientific lasers, and multi-channel point of sales. Blais has led teams through the rapidity of change that technology frequently brings in both hardware and software.

Blais holds a Bachelor of Science degree in IT Management from the University of Phoenix and an Electronic Technology degree from Brown University.

Troy Kepler currently serves as Corporate Counsel and oversees all legal and regulatory affairs, including corporate governance, company policies, contracts, labor and employment law, litigation, and corporate and regulatory compliance.

Previously, Kepler spent 14 years as Senior Corporate Counsel with U.S. Bank Equipment Finance where he managed the company’s litigation portfolio and advised on regulatory and compliance issues.

Kepler graduated cum laude from Hamline University School of Law and holds a Bachelor of Science degree in Political Science from North Dakota State University.