𝑪𝒓𝒂𝒊𝒈 𝑮𝒂𝒍𝒍𝒆𝒈𝒐𝒔 𝑪𝑺𝑨© Email & Phone Number

11811 N Tatum Blvd, #2700, Phoenix, Az 85028

• Provide expert guidance and support to seniors in their financial journey, specializing in reverse mortgages and home equity conversion mortgages (HECMs) and other applicable products.• Hold the Certified Senior Advisor (CSA©) designation, demonstrating an in-depth understanding of seniors' unique needs and challenges.• Conduct comprehensive client consultations to assess financial goals and articulate complex financial concepts in an understandable manner.______________________________Copyright©2020 Fairway Independent Mortgage Corporation. NMLS#2289. 4750 S. Biltmore Lane, Madison, WI 53718, 1-866-912-4800. Distribution to general public is prohibited. This is not considered an advertisement as defined by 12 CFR 226.2(a)(2). All rights reserved. Equal Housing Lender Complaints may be directed to: (877)699-0353 or email us: customerservice@fairwaymc.com

Scottsdale, Az

• Originated diverse mortgages, specializing in home purchases, refinancing, and new home construction. Navigate mortgage intricacies, conducting meticulous reviews to ensure compliance with strict bank guidelines for well-informed preliminary decisions.• Engaged in comprehensive client consultations to tailor mortgage advice to unique needs and offer strategic insights aligned with long-term objectives. • Generated leads through on-line marketing, developing relationships with Real Estate agents and Financial Planners

• Transitioned into the role of lead originator within three months, managing a high-volume call center inbound and outbound sales calls. • Effective management of a high volume of daily inbound and outbound sales calls.• Averaged 185 calls per day handling both MQL and SQL leads

Successfully advised clients on personal finance issues, focusing mainly on debt reduction/elimination. Handled fast-paced inbound/outbound calls reaching as high as 300+ per day.

La Jolla, Ca

• Exponential growth lead to Barron Chase granting me the strategic opportunity of relocation and establishment of my own branch in La Jolla, CA• Consistently expanded client base and increased assets under management by developing proprietary research methodologies and generating superior investment returns. • Authored monthly marketing newsletter outlining strategies and equity market posture.• Improved fiscal performance of branch using dramatic growth through successful personnel recruitment and implementation of training program. Organized and managed Compliance and Operations Department. Recruited and trained prospective brokers. Responsible for all aspects of branch development.

Chicago, Illinois, United States

• Built from the ground up a book of clients that I nurtured and grew (122 accounts with $22M personal AUM)• Developed customized investment plans for clients including investment and retirement planning advice• Cultivated strong client relationship through ongoing communication, education and proactive portfolio reviews