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Doak Cheatham Email & Phone Number
Wealth Advisor
at
Breakline Wealth + Tax
1 work email found
@dkmortgage.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Scottsdale, Arizona, United States
Who is Doak Cheatham? Overview
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Quick answer
Doak Cheatham is listed as Wealth Advisor at Breakline Wealth + Tax, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at dkmortgage.com and a matched LinkedIn profile for Doak Cheatham.
Doak Cheatham previously worked as Wealth Advisor at Wealth Strategies Advisory Group, Llc and Mortgage Loan Officer at National Bank Of Arizona. Doak Cheatham holds Bachelor Of The Arts, Political Science from University Of Arizona.
Company email context
Email format at Breakline Wealth + Tax
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{first}.{last}@dkmortgage.com
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AeroLeads found 1 current-domain work email signal for Doak Cheatham. Compare company email patterns before reaching out.
Profile bio
About Doak Cheatham
I have been in finance since graduating from the University of Arizona in 2003 with a degree in Political Science. Starting my career at ING Funds in Scottsdale, AZ as a mutual fund wholesaler, I received professional sales training from one of the largest multi-national corporations in the world. I have my series 6, 7, and 63 securities licenses as well as my mortgage originator license.Starting my mortgage career in 2009 as an originator, I have funded all types of mortgage loans in different market conditions. Aside from standard Fannie/Freddie Conventional Loans, I have extensive experience closing VA, Jumbo, and Construction loans. I am accompanied by the experienced professionals at National Bank of Arizona to close transactions efficiently with the best borrower experience in the business. I currently live in Scottsdale, AZ with my wife Lindsay, daughters Janie, Charlie, and son Walker.
Listed skills include Sales, Mortgage Lending, Investments, Finance, and 46 others.
Current workplace
Doak Cheatham's current company
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15 roles
Doak Cheatham work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Mortgage Loan Officer
Current
May 2024 - Present
Senior Mortgage Consultant
Jan 2023 - May 2024
Vp Of Residential Lending
Mar 2020 - Jan 2023
Senior Mortgage Loan Originator
Oct 2019 - Mar 2020
Senior Loan Originator
Guardian Mortgage, a division of Sunflower Bank, N.A. NMLS #709491 www.nmlsconsumeraccess.org Guardian Mortgage is an Equal Housing Opportunity Lender, Member FDIC
Dec 2018 - Oct 2019
Senior Loan Officer
NMLS #168653Bay Equity LLC NMLS ID#76988 Equal Housing Opportunity
Jun 2017 - Dec 2018
Oct 2014 - Jun 2017
Loan Officer
At Nova Home Loans, I utilize conventional, government insured, and customized loan programs to secure financing for the individual looking to purchase a home or refinance their current mortgage. Nova is the largest privately held mortgage company in the state of Arizona and has access to virtually every loan program available at preferred interest rates.
Aug 2009 - Oct 2014
Banker
Resposible for building relationships with small businesses and individuals in the Fort Worth/Arlington area for Capital One Bank.
Feb 2009 - Aug 2009
Finance Director
Winslow Partners
- Assisted in creation of wine bar concept in west Fort Worth- Participating in all facets of restaurant and bar business including management responsibilities, bartending, serving, and culinary arts- Conducted market and concept research in Scottsdale, AZ by collecting data on alcohol and food price points, innovative ideas for food and beverage, and.
May 2008 - Jan 2009
Wholesaler
- Grew sales from $1 million dollars in 2005 to over 60 million in 2007- Built record breaking territory exceeding projected 2006 volume while gaining expertise in both domestic and international securities- Actively promoted and marketed mutual funds through traditional and technology based channels to security brokers and financial advisors in Northern.
Oct 2005 - Apr 2008
Account Executive
- Provided sales support for RMIC representatives in southwest region including Southern California, Arizona, Washington, and Nevada- Managed relationships with clients which included training mortgage company associates to utilize online credit reports, supplement requests, and AutomatedUnderwriting Systems of major mortgage loan investors- Sold Old.
Nov 2004 - May 2005
Loan Officer
Platinum Investment Group
Aug 2002 - Nov 2004
2 education records
Doak Cheatham education
Bachelor Of The Arts, Political Science
Hotel And Restaurant Management
FAQ
Frequently asked questions about Doak Cheatham
Quick answers generated from the profile data available on this page.
What company does Doak Cheatham work for?
Doak Cheatham works for Breakline Wealth + Tax.
What is Doak Cheatham's role at Breakline Wealth + Tax?
Doak Cheatham is listed as Wealth Advisor at Breakline Wealth + Tax.
What is Doak Cheatham's email address?
AeroLeads has found 1 work email signal at @dkmortgage.com for Doak Cheatham at Breakline Wealth + Tax.
Where is Doak Cheatham based?
Doak Cheatham is based in Scottsdale, Arizona, United States while working with Breakline Wealth + Tax.
What companies has Doak Cheatham worked for?
Doak Cheatham has worked for Breakline Wealth + Tax, Wealth Strategies Advisory Group, Llc, National Bank Of Arizona, Wintrust Mortgage, and Draper And Kramer Mortgage Corp..
How can I contact Doak Cheatham?
You can use AeroLeads to view verified contact signals for Doak Cheatham at Breakline Wealth + Tax, including work email, phone, and LinkedIn data when available.
What schools did Doak Cheatham attend?
Doak Cheatham holds Bachelor Of The Arts, Political Science from University Of Arizona.
What skills is Doak Cheatham known for?
Doak Cheatham is listed with skills including Sales, Mortgage Lending, Investments, Finance, Mutual Funds, Management, Loans, and Investment Properties.
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