Tommyjoe Valenzuela Email & Phone Number

San Diego, Ca, Us

Seek and develop sales opportunities in the Western region. Support financial clients and partners with Loan and Lease Servicing, Call Center Services and Backup Servicing. Consult across a variety of asset classes to maximize portfolio performance, build mutually beneficial relationships and contribute to the growth and stability of Vervent and the industry as a whole. Vervent sets the standard of out-performance in complex service industries by delivering superior industry expertise, future-built technology and meaningful services that are built for speed. Our solutions - Loan Servicing, Lease Servicing, Backup Servicing, Call Center Services and Third-Party Collections - empower companies to accelerate business and drive compliance. As the fastest growing servicer of loan and lease portfolios in North America, Vervent puts 100% of our focus on servicing. We don’t originate loans or own portfolios, we provide world-class financial service solutions to support our clients in a non-competitive environment so they can focus on building their business. We hold ourselves to this higher standard because our clients depend on it and as a Vervent partner, frankly, we feel they deserve it. For the past three years, we have been awarded the top Morningstar Credit Ratings’ ranking, which is the highest certification available to assess overall excellence and mitigated operational risk in the servicing industry. The Vervent team maintains bulletproof relationships with key industry players, participates in rated securitizations and has a solid reputation for delivering rapid service success. Our vision is to drive organizations and individuals to exceed maximum potential. Accelerate with us at 888.486.2509 or Solutions@Vervent.com.

Corporate and Institutional TrustsCorporations and institutions desire high-quality, value-added trust services and products.FeaturesOffering trustee services, escrow, custodial, and asset verification services, insurance trust services and special purpose entity services.Individual and Family TrustsProtect yourself and your family, regardless of what the future may bring.FeaturesMinimize the impact of income and estate taxesManage your financial assetsEnsure that you and your beneficiaries will be secure and protectedTommyJoe is responsible for creating and managing customer relationships with the originators, custodians, warehouse lenders and other participants in the Marketplace Lending ecosphere. Prior to joining Christiana Trust, TJ worked with VeriComply.com to educate and establish an industry revolution surrounding asset verification. Once these loan files have been verified and transformed into intelligent financial assets, we can help create significant benefit for loan originators, loan buyers, warehouse lenders, ABS sponsors and the countless professionals who today perform manual processes to assist the members of the lending ecosphere. TJ also worked with Millennium Trust Company as SVP Western Region Director, where he helped establish the brand for unique private/public fund services and custody throughout the western United States. TJ worked within the Alternative Solutions Group (ASG) to bring to market unique institutional custodial services for a range of customer from Registered Investment Advisors (RIAs), Investment Sponsors, Institutional Investors, Private Fund Managers and Individual investors. From 2010 to 2016, TJ was a driving force in growing AUC from $2 Billion to over $20 Billion.

Oak Brook, Il, Us

Millennium Trust understands that the investment world is getting more complex by the day. For this reason, we strive to provide the resources needed to simplify and streamline the plethora of financial choices. We enjoy the opportunity to take a complex set of circumstances and find an alternative which fits the unique needs of our clients. Our approach is distinguished by offering precise, proven administrative and custodial services to a wide variety of individuals, investment professionals and institutions. Our expertise and customized solutions have enabled us to become an industry leader in administering alternative investments for Self Directed IRAs and Solo 401(k)s, creating customized Automatic Rollover solutions, breaking new ground with integrated solutions in Health Savings Accounts, and creating unique trading platforms in Investment Advisor Services.

Oak Brook, Il, Us

Trust Administration Services is a "self-directed" retirement plan company that specializes in the custody of retirement accounts (Traditional, Roth, SEP, Simple, Individual 401(k), and other custodial accounts) and the facilitation of "non-traditional" asset investing (Real Estate, Trust Deeds, Tax Liens, LPs, LLCs, or other private equities). We do not provide advice to our customers only information as it relates to their desired transactions. Assisting clients to avoid knowingly committing a prohibited transaction in their IRAs.

Us

As Financial Consultat, I worked with individuals to plan for their financial futures by offering information and guidance on topics that include taxes, investments and insurance decisions. I worked closely with clients to offer personalized financial advice. Directed the buying and selling of stocks and bonds for my clients.

Kansas City, Mo, Us

Ba, Economics

Master Of Business Administration (M.B.A.), Marketing