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Resume

No Role Company Company Address Dates Employed Employment Duration
1 Founder, Chairman, Advisor Synergy Group 4590 MacArthur Blvd Suite 500 Newport Beach, CA 92660 Jun 2007–Present 14 yrs
2 Business, Coach, Speaker Tom Ferry International Newport Beach Aug 2016–Present 4 yrs 10 mos
3 Director, of Digital Products @ Fiserv Bank Solutions Fiserv Alpharetta, GA Apr 2017–Jan 2021 3 yrs 10 mos
4 Founder, Managing Director Dominion Partners, LLC 2010–Jun 2015 5 yrs
5 Management Consultant Chase Merritt Jun 2008–Jun 2010 2 yrs 1 mo
6 Founder and CEO Direct Lender Jan 2001–Jan 2007 6 yrs 1 mo
7 Branch Manager/President Windsor Capital Mortgage Jan 1998–Jan 2000 2 yrs 1 mo
8 EVP/Sales Manager Prime Source Mortgage Jan 1994–Jan 1998 4 yrs 1 mo
9 Sales Manager First Southwestern Jan 1993–Jan 1994 1 yr 1 mo

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