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Work Background
Traditional Mortgage Acceptance Corporation (TMAC)Account and Production Manager
Dec. 2023Richmond, VA
Open Mortgage, LLCManager of Inside Account Management
Apr. 2021 - Mar. 2024Richmond, Virginia, United States
1st Reverse Mortgage USA / 1st Mortgage Solutions USATPO Operations Manager
Apr. 2020 - Apr. 2021Denver, Colorado, United States
Open Mortgage, LLCWholesale Operations Manager - Underwriting Manager
Jun. 2019 - Apr. 2020Richmond, Virginia Area
Live Well FinancialOperations Manager
Mar. 2019 - May. 2019Richmond, VA
Live Well FinancialReverse DE Underwriter
Jan. 2017 - Mar. 2019Richmond, Virginia Area
Live Well FinancialWholesale Operations Manager
Dec. 2013 - Dec. 2016San Diego, CA
Millennium Career AdvisorsExecutive Vice President
May. 2012 - Dec. 2015The firm serves an expansive network of wealth management practices, C-level executives, successful entrepreneurs and investors from across the United States. For investors and company executives, we serve as a high-level networking conduit, allowing the sharing of ideas, information and support among individuals who place a high priority on staying abreast of all things financial. For the advisory sector, Millennium facilitates merger and acquisition transactions. Our recruiting specialists introduce candidates willing to explore career advancement opportunities to top-tier client firms. Millennium's extensive database allows our candidates to directly consult with fellow advisors from around the country who have already moved to a firm and/or channel that they may be considering. Finally, we help advisors establish and assess emergency plans should the advisor become unexpectedly unable to continue working, as well as retirement succession plans that maintain practice continuity and maximize the value of the practice's equity. It is invariably in candidates' best interest to talk to us, particularly since there is zero cost involved to those who engage our representation.
LibertyStreet Financial GroupVice President, Operations
Jun. 2003 - Jan. 2011Carlsbad, CA
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