Simple Wealth/Western International Securities IncFinancial Advisor/Wealth Managerwww.simplewealth.meSimple Property IncReal Estatewww.simpleproperty.meFocused on the planning, investment and real estate needs for entrepreneurs, investors and business owners generating $2-50M annual revenue.Real Estate and Lending offered through Simple Property IncCA DRE 02104622 Company NMLS 1927019 Individual NMLS 1600179Securities offered through Western… Show more Simple Wealth/Western International Securities IncFinancial Advisor/Wealth Managerwww.simplewealth.meSimple Property IncReal Estatewww.simpleproperty.meFocused on the planning, investment and real estate needs for entrepreneurs, investors and business owners generating $2-50M annual revenue.Real Estate and Lending offered through Simple Property IncCA DRE 02104622 Company NMLS 1927019 Individual NMLS 1600179Securities offered through Western International Securities, Inc., Member FINRA/SIPC. Simple Wealth, Simple Property Inc and Western International Securities, Inc. are separate and unaffiliated entities Show less

Top ranked Chief Executive for a Real Estate Services Lending platform that has grown from $0 to $320 million in sales, $20 million annual revenue, covering 6 divisions and 7 locations, in an intensely competitive market. Hold full P&L accountability for every aspect of operations – vision, strategic planning & direction, tactical execution, finance, business development, sales and marketing, technology, customer relations and key-account management. Built core VP-level management team of… Show more Top ranked Chief Executive for a Real Estate Services Lending platform that has grown from $0 to $320 million in sales, $20 million annual revenue, covering 6 divisions and 7 locations, in an intensely competitive market. Hold full P&L accountability for every aspect of operations – vision, strategic planning & direction, tactical execution, finance, business development, sales and marketing, technology, customer relations and key-account management. Built core VP-level management team of twelve and provide indirect oversight to a multi-cultural workforce of 200+ employees.•Authored and executed the business plan which grew annual sales from $0 to $320 million through six key, diversified revenue streams, 7 locations, and across multiple geographic markets reaching 35 states.•Delivered 150% year-over-year growth 2004 - 2006•Realized $6 million in 2005 net revenue (30% EBIT)•Realigned budget process create operating efficiencies resulting in $2 million cost savings 2005 – 2007 Show less

President and producing partner for real estate services lending platform specializing in the institutional and non-institutional investor. Provided P&L oversight to all aspects of operations for five divisions including commercial and residential, construction, BPO/REO Services, B2B with 30 employees. In addition, as producing partner maintained top producer awards for volume and revenue 2000 through 2004. New product roll outs.• Front-line execution of strategic growth plan and… Show more President and producing partner for real estate services lending platform specializing in the institutional and non-institutional investor. Provided P&L oversight to all aspects of operations for five divisions including commercial and residential, construction, BPO/REO Services, B2B with 30 employees. In addition, as producing partner maintained top producer awards for volume and revenue 2000 through 2004. New product roll outs.• Front-line execution of strategic growth plan and tactical implementation creating growth opportunities for five divisions and multiple new cross-selling niches resulting in 50% year-over-year growth from 2000 to 2004.• Delivered cross platform selling structure maximizing revenue per client, creating revenue increases of 150%.• Identified talent, trained top producing sales force maximizing customer retention reducing future marketing expenses by 80%. Show less

Designed revolutionary, unique, “all-in-one” branch model for this $1.5 billion, 700 employee sub-prime, nationwide, direct lender. Authored geographically specific marketing plan delivering 25% closing increase and 30% revenue increase within first year. Managed staff of 30 while remaining top producer in office, while focusing on lowest cost origination and maintaining branch P&L authority.• Organized key support teams of sales, marketing and operations into a collaborative… Show more Designed revolutionary, unique, “all-in-one” branch model for this $1.5 billion, 700 employee sub-prime, nationwide, direct lender. Authored geographically specific marketing plan delivering 25% closing increase and 30% revenue increase within first year. Managed staff of 30 while remaining top producer in office, while focusing on lowest cost origination and maintaining branch P&L authority.• Organized key support teams of sales, marketing and operations into a collaborative cohesive unit. #1 in employee retention despite high turn over call center boosting productivity by 30%.• Designed, staffed and trained company’s first call center reducing advertising costs by 40%.• Authored call center procedures, operations procedures and processing guidelines creating operational centralization. Show less

Key member of design and development team creating a ground up, high volume, nationwide call center for this $5 billion annual sales, sub-prime, direct lender. Maintained consistent top producer status while managing team of 20 loan officers and 20 operations personnel.• Generating bottom line savings of $1 million annually, by championing a process improvement project towards an ISO 9000 goal improving key operational metrics reducing funding cycle times by 40%, reducing processing… Show more Key member of design and development team creating a ground up, high volume, nationwide call center for this $5 billion annual sales, sub-prime, direct lender. Maintained consistent top producer status while managing team of 20 loan officers and 20 operations personnel.• Generating bottom line savings of $1 million annually, by championing a process improvement project towards an ISO 9000 goal improving key operational metrics reducing funding cycle times by 40%, reducing processing time by 50%, reducing redundant labor expenses by 35%. Show less