https://app.maven.co/maven/283382/register/connection-tools

APPLY FOR A MORTGAGE HERE: https://www.blink.mortgage/app/signup/partner/LoanWarehouseCompany Website: https://www.LoanWarehouse.com or www.LoanWhs.com Google Generated Website: https://loan-warehouse.business.site/?utm_source=gmb&utm_medium=referral Featured Mortgage Loan Originators:https://findamortgagebroker.com/Company/LoanWarehouseLLC33456 Today's Rates: https://loanwarehouse.com/todays-rates/ Loan Warehouse mortgage advisors' experienced employees come from the banking industry, such as the builder division of a major bank's home mortgage that introduced builders and developers to financing programs. Our staff's experience includes California real estate brokerage, residential and commercial, as well as over a decade with Appraisal Matters, the number one ranked California real estate appraisal organization for many years (per a la mode, inc.®), valuing real estate that served our former lender partners, estate planning and bankruptcy attorneys, homebuilders and assessment appeal clients. Our staff of mortgage advisors also come from the world of stock brokerage, wealth management, project management, warehouse management, counseling, and training industries that provided service for a major stock brokerage, as well as personal financial management courses in Naval Base Ventura County’s (NBVC) “A” School via San Diego Community College District. We are mortgage advisors ready to address your needs in the communities we serve.

Realtor®http://www.GreenboxRealty.comhttp://www.GRNBXRE.comhttp://www.AskDean.com http://www.HUDHomeStore.com Click a property. Search for a Broker. Enter "Greenbox Realty" and "Malibu" in search.Mar 2014 to Present (CA)Dec 2011 to Feb 2013 (CA)Greenbox Realty is an approved vendor for the United States government and serves under-represented areas in California and can be accessed with the HUDHomestore.com website. The prior business partner of Greenbox Realty was Christopher Corley. Christopher’s father, Frank Corley, http://www.newspapers.com/newspage/68522244 was the original U.S. Director of Housing and Urban Development in conjunction with U.S. Senator Strom Thurmond. A proven leader in appraiser management for the mortgage lending, legal, builder, insurance, & assessor marketplace with years of experience in the real estate valuation business & a track record of success. Specialties included expert witness testimony, new construction, land, broker price opinions for the Realtor community, easement issues, bail bond appraisal, future value appraisal, tax assessment appraisal & island appraisal.------Our staff generated a development appraisal on a then proposed luxury construction residential project, including market analysis to assist a real estate developer in Malibu's new neighborhood development & construction project, which was utilized to secure construction financing for multiple high-end exclusive dwellings approaching $3,000/SF. See the following link for the currently available listings of what is now known as "Marisol Malibu". http://www.marisolmalibu.com/en/-------Call Greenbox Realty @ (855) GREENBOX to represent you in your legacy purchase of a lifetime.Greenbox Realty® DRE# 01526589Foundations For Your Future™Managing Director | Nationwide (855) GREENBOX or (855) 473-3626 | Direct (310) 456-5678 Fax (310) 579-6699 | Greenbox Realty | GreenboxRealty.com | Info@GreenboxRealty.comMalibu, CAOctober 2011 to present

Licensed Financial Advisor and Stockbroker. Provide retirement and investment services. Financial Advisor Duties and Responsibilities Included: Market research. Market analysis. No proprietary products. SA Stone Wealth Management Inc. provides a holistic approach to advising. We provide a seamless level of expertise as a Registered Representative and an Investment Advisor Representative for the clients we serve. Comprised of subject matter experts from various backgrounds within the financial services industry, our goal is to provide valuable product and portfolio consulting, as well as, utilizing technology that will help elevate the experience and advice we provide our clients.As a leading independent broker/dealer, SA Stone Wealth Management Inc. (“SA Stone”), member FINRA/SIPC, together with its affiliated SEC-registered investment advisor, SA Stone Investment Advisors Inc., provides an integrated platform of technology, comprehensive wealth management and investment services to registered representatives, investment advisor representatives and registered investment advisors nationwide. The firm supports more than 650 independent professionals with best-in-class service and products. SA Stone is a wholly-owned subsidiary of StoneX Group Inc. (NASDAQ: SNEX) (formerly INTL FCStone Inc.), which through its subsidiaries, is a leading provider of execution, risk management, market intelligence, and post-trade services across asset classes and markets around the world. More information about StoneX Group Inc. is available at www.stonex.com.Member FINRA and SIPC.Websitehttp://www.SASWealth.comIndustryFinancial Services

Licensed Financial Advisor. Provided retirement and investment services. Financial Advisor Duties and Responsibilities Included: Market research. Market analysis. No proprietary products. Recommended most appropriate products that best met the clients' needs. Concierge service support: Received exceptional support from back-office employees with an advisor to support staff. Quest Capital Strategies, Inc. was acquired by SA Stone Wealth Management Inc. December 2019.

Strong eye for business and understanding of wealth services issues common among high net worth clients as well as a strong network that can be demonstrated to resolve client issues.Provided research to business partners to find solutions for our clients, including their financial reviews and a plan for the client's future goals.Assisted Wealth Advisor segmentation and client engagement strategy; were to include mailings, branch workshops, as well as regional/national events.Handled local event administration including venue locale, scheduling, contract negotiation, invitation creation, and attendance confirmation i.e. sister branch seminars.Wealth Services client service that required to move quickly between different priorities and sophisticated objectives.Engagement with a range of novice to sophisticated investors, and their family members, professionals on issues such as client service, estate planning, cash management, TD Ameritrade platform tools, and resources, liquidity, retention, trading, and or other wealth management issues.Used key business partners to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed.Resolving Client Issues:De-escalated situations while also understanding client needs.Ability to think creatively and partner with multiple organizations to come up with mutually beneficial solutions to enhance client relationships.Demonstrated proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.Demonstrated a high degree of professionalism portraying confidence with clients, internal colleagues, and executives. Client interactions were conducted with deep empathy and focus on the client experience.Soon thereafter TD Ameritrade leadership agree to sell to rival Charles Schwab after the trend of $0 commissions vs payment for order flow becomes the norm.tinyurl.com/4xrm82we

During the transition from Scottrade to TD Ameritrade https://www.bloomberg.com/news/articles/2016-10-24/td-ameritrade-toronto-dominion-buy-scottrade-for-4-billion 1) Developed a strong sales team that provided exceptional customer service to Scottrade clients, while also driving revenue opportunities for the firm.2) Lead branch associates to grow business opportunities in the local market via in-branch customer contact and seminars. Ensure that branch sales performance objectives are established and collaboratively met. 3) Ensured sales professionals are adhering to both company and regulatory requirements.4) Responsible for ongoing performance management, coaching, and development of sales-related branch staff and overall branch sales productivity.5) Performed and coached to proactive outbound phone sales activities. 6) Managed corporate relationships and business partnerships across Scottrade. Partnered with compliance and branch administration to ensure all regulatory requirements and responsibilities are met.7) Performed all necessary management functions promptly; compliance overviews, hiring, evaluations, bonus and merit allocations, and disciplinary actions as required. 8) Performed other duties as assigned. Conducted Guidance Service Group partner referrals, etc.Additional incentives were offered to remain with Scottrade Roseville by senior management and senior human relations management to keep the Roseville Scottrade branch office open, viable, and thriving during the tumultuous transition period before Scottrade was to become TD Ameritrade, the firm from which I originally transferred. Having a unique "head-start" on company culture, I found myself in a unique position to assume a managerial role just before and during the transition, having survived downsizing that included an intern, two investment consultants, and two managers, prior to assuming managerial responsibilities. Scottrade 900 Club member post-hire with top-tier MaritzCX.

As a Relationship Manager, I helped drive TD Ameritrade Institutional's industry-leading service culture by handling incoming advisor and client phone calls to provide operational expertise, share industry and organizational best practices, troubleshoot complex situations, and resolve service issues acting as a liaison between TD Ameritrade Institutional's internal support teams, including Sales, Risk management, Trading, Retirement Accounts, Technology, etc, and TD Ameritrade Institutional advisors and clients; Educating advisors and clients on processes, services, and procedures of the TD Ameritrade platforms; Working together with TD Ameritrade Institutional clients to problem solve and create a positive client experience; Communicating and listening to create lasting business relationships. TD Ameritrade Institutional Relationship Managers are the heart of the business. As a Relationship Manager: Participated in a training program developed to equip myself with the knowledge and confidence needed to succeed; Gain financial services and RIA knowledge; Develop and nurture business to business relationships; was provided with company-sponsored training to obtain the Series 7 and Series 63 licenses. This was a unique opportunity to re-visit the capital markets industry and acquire licensing required to discuss investment topics with financial advisors, the core of the business, a continued eagerness to learn and stay current on RIA industry trends through an interest in new technologies, demographic shifts, industry regulations, and practice management topics was maintained. Outstanding communication and listening skills were a must and the demonstrated ability and desire to prospect and nurture relationships and creatively provide solutions, as in any business.Received multiple commendation letters from multi-billion dollar money managers on consistently providing financial industry knowledge and beyond-the-norm service level. Assisted in training new recruits.

https://1031equityexchange.com/corporate/ • Assisted in the completion of 1031 Equity Exchange transaction of a shopping mall in Wisconsin owned by an investor in California• Assisted with escrow closing and document preparation• Contacted hedge fund managers for placement of urgent transactions with 1031 exchange deadlinesCNDC is fully committed to helping guide clients in creating, accumulating, and preserving their wealth through commercial real estate investments and tax-deferred exchanges. At 1031 Equity Exchange, LLC, our nationwide experience in all aspects of commercial real estate can help large and small investors gain financial security and stability for life.1031 Equity Exchange, LLC is a Commercial Real Estate Investment and Brokerage Firm that specializes in 1031 Tax-Deferred Exchange transactions. Our direct access to institutional quality assets provides a central location for investors, brokers, and principals to find great underperforming opportunities as well as stabilized trophy assets nationwide w/1031 Exchange facilitation. 1031 Equity Exchange, LLC provides Deal Structuring, Financing, and Asset Management services to new investors looking to make their first deal and to the seasoned investors already focused on accumulating and preserving their equity through 1031 Tax Deferred Exchanges.Build wealth by turning a single asset into a series of larger investments. Increase your ability to reinvest all of your equity by deferring capital gains tax. There is no reason why your investment goals should be constrained by capital gains tax. A properly handled 1031 Exchange allows you to defer capital gain taxes and continue to reinvest your hard-earned equity indefinitely until you decide to cash out. Join our nationwide network of investors today, and start building wealth for yourself and your future generations. Chief Operating Officer | Direct (310) 456-5678 | CNDC Real Estate & 1031 Equity Exchange | CNDC.net | Dean.Sumer@cndc.net

Mortgage Consultant: UnionPlus.org Mortgage Certified, Construction to Permanent Certified, REO Certified, HUD approvals, 203(k) Rehabilitation loans (see: https://www.hud.gov/program_offices/housing/sfh/203k & tinyurl.com/2x4vsm), Jumbo loans, Mortgage+home equity financing, unique financing products that may complement your wealth strategy, Loan products for primary or secondary residences and investment or vacation properties, Financing for self-employed borrowers and those with unique income situations, Residential Real Estate, Commercial Real Estate, Property Management, Residential & Commercial Green/LEED Real Estate, Investment Real Estate, Conventional FHA and VA, HomePath/Refi Plus, Portfolio Lending, Home Ownership Accelerator, Private Placement Memorandum, Partner to Green/LEED Builders & Real Estate AppraisalProvided services for new home buyers during a limited inventory environment, Rehabbing, Refinancing, Accessing Equity, Pre-Approvals, Union Member, "Non-Conforming" Loans & Builder. Dean.Sumer@WellsFargo.com (310) 456-5678; (877) ASK DEAN AskDean.comMy duties included:- Develop knowledge of company products, policies and procedures, and underwriting requirements- Understand real estate appraisals, title reports, and real estate transactions- Inform prospective and existing customers of WFHM programs, rates, policies, underwritingrequirements and loan procedures- Analyze detailed financial and credit data, matching customer needs with an appropriate loanprogram and level of risk- Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in- Develop and maintain a high degree of visibility for WFHM in the marketplace• Competitive rates and fees• An extensive product line• Prompt communication• Service that continues after the loan57 Learning Center courses completed with a 100% score. Chosen to represent bank June '13 Leadership & Diversity Lab in San Francisco, CA.

Extra is a debit card, another tool, to help build one’s credit and earn reward points. Check it out and get 50,000 points ($50) if you sign up: https://extra.app/r/DENSUGJ8RDJWebsite for credit restoration law firm: https://www.LexingtonLaw.com/index.php?tid=662.0.17318 & http://www.CreditFinesse.com|The law affords all Americans many consumer protections, regarding their credit. At Lexington Law, we help you understand those rights, and leverage them to help ensure that you have a fair, accurate, and substantiated credit report.| Credit Finesse is an authorized marketing agent for Lexington Law Firm. With more than 20 years of experience helping consumers affordably repair their bad credit Lexington Law has the knowledge and tools to help you on your path to financial health. We know the laws, the road blocks, and the process. We put our experience to work for our clients.| Since 1991, Lexington Law has provided expert credit repair services and experienced support to hundreds of thousands of people. Our firm is among the largest network of credit repair attorneys and professionals in the U.S. We work together to ensure the highest standard of credit repair service.| Credit Finesse along with Lexington Law is managed by an outstanding team of experts in the operations, credit, mortgage, finance, technology, and support and creative disciplines. This proven and experienced team lends the finest leadership skills, vision and dedication in creating the highest performance standard and consumer confidence.|Our services have helped clients remove more than 4,800,000 negative credit items from their credit reports in 2013 alone. Our clients have seen impressive results, with an average of 10.2 items, or 27% of their presenting negatives, removed from their credit reports within 4 months. To help better serve your needs, please click the above link.

Over $3 Billion Appraisedhttps://www.AppraisalMatters.comJune 2010 to Feb 2013Sep 2000 to May 2009Coordinated trainee appraisal staff. 10 appraisers licensed to date. Each appraiser had to complete 2,000 hours of experience. 11,000 appraisals were completed from 2000 to 2012. $3,300,000,000 in mortgage lending is represented by our appraisals.We are a leading provider of Appraiser Management and Valuations for the mortgage lending, legal, builder, insurance, & assessor marketplace. With many years of experience in the business, we have a proven track record of reducing time, effort, and costs in managing the appraisal process. We specialized in the Malibu, Pacific Palisades, Brentwood, and West Los Angeles. Confidentiality assured for high-profile clients. Your data & photos are stored on secure servers monitored via I.T. professionals.#1 Ranked CA Appraisal Firm (Appraisal Matters) per a la mode, inc.® Mercury Network: http://www.appraisalmatters.com/numberone.phpWeb site traffic growth SEO, advertising, and revenue. Developed brand strategy and statistical analysis. Strategic Consulting, including business plan & sales strategy development. Consulted with Alamode, a software company, and Tech Source an Atlanta, GA-based technology firm, on the use of real estate appraisal software over a remote server to increase turn time efficiencies as well as improve the training of newly licensed appraisers.Advising new businesses on the formation of corporations and business structures, drafting privacy policies, and structuring commercial transactions. Generated new development deals for a real estate development company that focuses on multi-family residential appraisals, including real-estate market analysis.Completed Appraisal Narrative for new neighborhood development & construction in Malibu, CA which was utilized to secure construction financing for multiple exclusive properties of up to $3,000/SF dwellings in Malibu.

Port Hueneme, CA 93043https://www.sdccd.edu/cseresults.aspx?q=militaryTo promulgate United States Navy policy and assign responsibilities for the implementation of the Personal Financial Management (PFM) education, training, and counseling program. Recent Navy community needs assessment data clearly identifies PFM as a top concern for Navy families. Operational commanders have identified financial decision-making and resultant financial problems as having a serious negative impact on the stability of servicemembers and families, as well as a debilitating effect on operational readiness, morale, and retention. This policy implements specific requirements that establish a systemic approach to address PFM issues for Sailors, families, and the Navy. Dean Sumer [Dean.Sumer.ctr@Navy.mil]The Navy's Personal Financial Management (PFM) program was implemented in 1990 to help establish financial well-being and economic stability within the command family. The PFM program hinges on having a strong Command Financial Specialist (CFS) presence in the command to deliver and coordinate training, information, and assistance for service members. Fleet & Family Support Centers support commands by offering: * Command Financial Specialist and Division Officer Financial training * Consultation and assistance to the CFS including web-based distribution of files and information * Financial workshops open to the entire military community on topics such as: o Banking and Financial Services, Savings and Investments, and Insurance o Individual financial management counseling o Referral to debt-management programshttps://www.sdccd.edu/cseresults.aspx?q=militaryPersonal Financial Mgmt (PFM) A key contributor to fleet and family readiness is having a solid financial plan in place. The FFSP has a number of resources that can help you manage your money and inform you and your commands about policies that might affect your financial health.

https://www.WellsFargo.comI leveraged the strength of Wells Fargo during the challenging 2009 & 2010 period to help my customers begin a path to financial success & make the most of their current & future financial life. When new and existing account holders had an appointment with me, they were hungry to learn more, implement a plan into action & begin to save more via my coined "Judicious Application of Resources and Savings" JARS or 6JARS.com method along with an investing introduction.I trained new bankers, managed customer relationships, introduced customers to their banking needs: accounts, credit, investment, insurance, trust & estate.Based on what I observed, I voiced my opinion of "solution-based" compensation and "revolving door" employment after depletion of banker's personal book of business, to senior management, submitted suggestions to improve incentive compensation and Wells Fargo's Gallop Survey results while improving service to Wells Fargo customers. The letter made its way to regional management. I was invited to participate in conference calls and had several 1 to 3-hour meetings.I was also involved with multiple charitable causes during my tenure at the bank. Wells Fargo was a generous corporate sponsor. My involvement culminated with the “One Team Many Hearts” program that Wells Fargo sponsors each year. I involved my branch in committing a portion of their income along with corporate matching to a charity of their choice. "Casual Fridays" implementation incentivized participation. I was selected to attend the annual awards luncheon on 11/18/2009 in downtown Los Angeles. David Hoyt, Executive Vice President, Wholesale Banking, was the keynote speaker.Financial Planning, Retirement, Payroll, Merchant Services, Business Services, UTMA accounts, Brokerage, Savings, Needs & Wants Budgeting, Savings Categorization i.e. www.6Jars.com, www.HandsOnBanking.org, www.ElFuturoEntusmanos.org & www.wellsfargo.com/about/charitable

https://www.finra.org | FINRA Licensed Period 1992-1997 (6 years)https://www.Schwab.comEstablished innovative sales and marketing techniques & conducted extensive networking programs in the local community.Created and conducted seminars on “Investing in Mutual Funds” and “Planning your retirement distribution.”Received EIS “Excellence in Service” award from Chairman Chuck Schwab.Consistently acquired the highest number of retail & institutional accounts, assets, customer satisfaction surveys in my region.Co-authored the retail "Mutual Funds Education" handbook for Schwab stockbrokers.Worked as a project manager on various projects at corporate headquarters including "Automated Investing", "Mutual Fund Education" & "Corporate Product Familiarization".Coordinated Schwab’s Investment Advisor Referral Program.Assisted the expansion of regional Registered Investment Advisors by providing support services after-hours by opening accounts, assigning account numbers, fielding advisor inquiries in advance of and during live investment advisor group presentations. Coordinated Schwab's Estate-Planning Attorney Referral Program.Helped produce and was featured in mutual fund education video “Schwab Fundamentals” with chairman Chuck Schwab then distributed to 10,000 employees.Interviewed for a manager & vice president candidate position prior to relocating and founding Appraisal Matters, which eventually became the number-one ranked independently owned real estate appraisal company in California, before the advent of appraisal management companies.

Barnabey's Hotel, The Belamar Hotel Pacifica Hotels, The Belamar Hotel Tapestry Collection (2017 Bought by Hilton)Barnabey's Hotel (then The Belamar Hotel | Pacifica Hotels (now The Belamar Hotel Manhattan Beach, Tapestry Collection by Hilton)https://www.thebelamar.com Barnabey's Hotel had a few ownership changes over the years: The Belamar Hotel, a Pacifica Hotel Company, formerly a Larkspur Collection Hotel, now The Belamar Hotel Manhattan Beach, Tapestry Collection by Hilton. Barnabey's Manhattan Beach, a boutique hotel, then owned by the Malibu residing Post family. Mr. Henry Post would visit the Manhattan Beach-based Barnabey's often with his German Shepherd by his side. http://articles.latimes.com/1998/may/27/local/me-53828Now called, now The Belamar Hotel Manhattan Beach, Tapestry Collection by Hilton. After one week of employment, I was promoted to the position of Front Office Manager. Later interviewed by the Daily Breeze, a Torrance-based South Bay newspaper, my quotes about the hotel were featured on 1/2 of a front-page spread about the local hotel industry alongside the airline industry's quote. I would notify the Posts of any visiting dignitaries to the hotel such as the visit from *Joseph J. Cicippio freed After 5 Years of captivity in Beirut. The fact that someone from the hotel even knew of his name impressed the owners as many of the VIP guests were known celebrities and not the less popularly known political or international newsmakers.*By NICK B. WILLIAMS Jr., TIMES STAFF WRITERS, and TYLER MARSHALL, TIMES STAFF WRITERSDecember 03, 1991WIESBADEN, Germany — Looking frail and unsteady, Joseph J. Cicippio--the American hostage who more than once thought death would come to him during his five years of captivity in Beirut--was freed Monday and arrived at a U.S. military hospital here later in the day for medical treatment. http://articles.latimes.com/1991-12-03/news/mn-502_1_joseph-cicippio