| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Chief Executive Officer |
Synergy One Lending, Inc. NMLS #1907235 |
San Diego, California, United States |
Jun 2020–Present |
1 yr |
| 2 |
President |
Mutual of Omaha Mortgage |
|
Jul 2018–Jun 2020 |
2 yrs |
| 3 |
President |
Synergy One Lending, Inc., NMLS ID 1025894 |
United States |
Mar 2017–Jun 2020 |
3 yrs 4 mos |
| 4 |
Regional Executive- Western Region |
RMR Financial d/b/a Princeton Capital, First Capital, Mortgage California & Axiom Financial |
|
Oct 2015–Feb 2017 |
1 yr 5 mos |
| 5 |
Regional Manager- California |
Guild Mortgage |
California |
Dec 2013–Oct 2015 |
1 yr 11 mos |
| 6 |
SVP, Regional Sales Manager |
WJ Bradley Mortgage Capital, LLC |
San Francisco Bay Area |
Dec 2012–Nov 2013 |
1 yr |
| 7 |
Board of Advisors |
Goalspring Financial |
|
Mar 2008–Dec 2012 |
4 yrs 10 mos |
| 8 |
Executive Vice President, National Production |
First California Mortgage |
|
Jan 2011–Oct 2012 |
1 yr 10 mos |
| 9 |
SVP, Home Equity and Retail Lending Group |
Indymac Bank |
|
2004–2007 |
3 yrs |
| 10 |
SVP, Capital Markets |
E-LOAN |
|
1998–2004 |
6 yrs |
| 11 |
Director, Mortgage Banking |
CMG Mortgage |
|
Feb 1995–Mar 1998 |
3 yrs 2 mos |