Real Estate Mortgage Lending Property Management Expert Witness

35 years of high level experience in Real Estate Brokerage, Mortgage Lending, Property Management and Credit Analysis. I have been the broker of record for over 100,000 transactions, supervised and trained 500+ licensed agents managed 2500+ rental properties and I have testified in over 150 cases during my career.

Specialties:

Broker vs. Broker & Broker vs. Agent Disputes
Seller vs. Broker & Buyer vs. Broker Disputes
Seller vs. Buyer Disputes
Mortgage Lender vs. Borrower Disputes
Mortgage Lender vs. Loan Originator Disputes
Credit Denial and Incorrect Reporting Disputes
Property Management – Residential Units

LICENSES

California State Broker’s License
National License Mortgage System License
California Department of Insurance License

EDUCATION

NEW YORK UNIVERSITY – Undergraduate Finance
COLORADO STATE UNIVERSITY – Undergraduate Business Management

MISC. TRAINING

United States Coast Guard Auxiliary
United States Coast Guard Merchant Mariners Captains License
FAA Pilot
Class A Commercial Drivers License

Industry Related

Past member of the San Mateo Board of Realtors
Past member of the Tri Valley Board of Realtors
Past member of the Mortgage Bankers Association
California Association of Realtors
National Association of Realtor

2009 – Present

Private Company Brokerage and Consulting. Active in Real Estate Brokerage, Mortgage Lending, Commercial Property and Casualty Insurance.

1991- 2008
Managing Partner & COO of Olympic Funding, Diablo Funding & Alliance Mortgage (Northern California) three of the largest net branch mortgage banking & brokerage firms in the nation. The Annual loan volume was in excess of $10 billion, 20,000 loan units per year and over 600 independent loan originators.

1988 – 2014

Broker of Record various Real Estate Brokerage and Mortgage Lending Firms.
(See California Bureau of Real Estate Print Out).

1980 – 1987

Real Estate Broker Worthy Investment Company Yorba Linda California. Sales agent, Sales Manager and Broker of Record. Residential Real Estate and Income Investment Property Brokerage. The firm has five offices and 160 agents.