Direct Mortgage Lender licensed in 27 states specializing purchase transactions for FHA, VA, CalPERS, CalSTRS, CalHFA as well as Fannie Mae. At Mason-McDuffie our 100% focus is providing excellent service, a diverse product mix and on-time closings with efficient processing, underwriting and funding.

Process and workflow efficiency review.Identification and evaluation of enterprise loan origination software alternatives.

COMPANY PROFILEInnovative “gold standard” provider of insurance brokerage services to over 2,300 domestic and international public and private companies, with annual written premium of approximately $250M.IMPACTManaged brokerage operations, finance/accounting, human resources, facilities and information technology. Implemented numerous systems and process improvements supporting unique client services and deliverables. Sold company to NASDAQ OMX for industry leading 2x revenue multiple and achieved targeted integration synergies of $2M in first 12 months after acquisition.Implemented formal strategic business planning process and business metrics scorecard.Developed sophisticated budget and forecast models enabling real-time revenue forecasting and monitoring of producer sales effectiveness.Implemented cost-cutting and organization restructuring initiatives saving over $3M during period of industry retraction and consolidation.

COMPANY PROFILEInnovative dot.com startup provider of web-enabled foreign exchange and international payment/settlement services to over 300 corporations and financial institutions.IMPACTAs VP, Product Management, my responsibilities included product definition, design and release for critical new Internet applications. Position demanded strong cross-functional leadership skills to bridge the gap between senior financial experts and software development organization in rapid development of cutting-edge foreign exchange applications.In 2001, I assumed the President/CEO role to lead the company through a recapitalization and organizational restructuring, and to seek a merger/acquisition opportunity. The company was sold in 2002 despite extremely difficult market and economic conditions, providing a return of capital to preferred shareholders and uninterrupted continuance of service to NewMarkets’ customers.

COMPANY PROFILEDynamic and innovative provider of high quality investment management and trust administration services to the Planned Giving industry. Clients included some of the preeminent educational, medical and religious organizations in the nation. Approximately $1.5 billion in assets under management.IMPACTPresided over growth of trust administration business from $96 million in assets to $1.44 billion in assets. Grew organization from 17 to 60 employees, many in specialized, technical positions. Managed Information Systems, Trust Administration, Trust Operations, Accounting, Human Resources and Office Administration functions.5 year asset CAGR of 70%5 year client retention of 100%Reengineered and streamlined processes for new client acquisition, account activity, trust payment processing, tax return processing, billing, budgeting and reporting, and system release.Migrated all application systems and infrastructure to current technology.Implemented controls, procedures and documentation allowing company to successfully conduct and pass initial and subsequent SAS-70 audits with no noted exceptions.

Managed Accounting, Finance, Information Systems, Human Resources and Facilities operations for this $1.3 billion retail mortgage loan originator. I directed internal support services for over 400 employees in 33 production offices in 7 western states, managing a staff of 35.