Michael Petree Email & Phone Number

Petree has been a C-level executive at many firms in the financial services industry for 27 years. Having served as owner/founder of most ventures with a proven history of establishing and executing complicated strategic business plans. The majority of experience in financial services have been centered around consumer-direct retail mortgage companies, with extensive experience in wholesale & correspondent mortgage lending as well. Recent experience includes building a top-ten online mortgage lender (NationPoint) based in Lake Forest, California. NationPoint was sold to Merrill Lynch in late 2006 and Petree served as a Managing Director at Merrill Lynch until May of 2008.In 1999-2001 Petree was president of a Dallas-based technology firm responsible for providing strategic planning, raising capital and oversight of operations. Lead firm through aggressive growth strategy and subsequently sold the company to a San Francisco-based private equity firm.Well-versed in Web 2.0 technologies and leveraging the Internet to give customers, lenders, vendors and investors a more efficient, secure and economic transaction.An original member of the MBA's MISMO Board of Directors that provided oversight to the process of developing, promoting, and maintaining voluntary electronic commerce procedures and standards for the mortgage industry, and enabling mortgage lenders, investors, servicers, vendors, borrowers, and other parties to exchange real estate finance-related information and eMortgages more securely, efficiently and economically.Specialties: Building companies and taking them to liquidity events, mergers and acquisitions. A very strong expertise is setting strategic plans and successfully executing. A proven leader.

Listed skills include Strategic Planning, Liquidity, Proven Leader, Private Equity, and 46 others.