Provides Opinion & Testimony In:
Escrow, Escrow Certified Senior Officer, Escrow Title Insurance, Escrow Lending Auditor, Escrow Instructor, Escrow mortgage, Escrow real estate ethics, Escrow 1031 tax deferred exchanges, Escrow DRE Department of Real Estate, notary, notary standards of care, certified signing agent notary, notary fraud, fiduciary notary duties, escrow fraud, real estate fraud, mortgage loan broker fraud, mortgage fraud, Notary Public,
Expert Witness No. 3184
Certified Senior Escrow Officer with 25 years experience in escrow, title insurance and lending fields, including legal consultation, expert witness testimony, escrow auditor, trainer, lecturer, and Certified Escrow Instructor.
Credentials include the following certifications, professional designations and qualifications
State Certification as a Senior Escrow Officer in California, Oregon, and Michigan.
President of Santa Clara Valley Escrow Association (1993).
State Director of the California Escrow Association (1991-1993).
Elected Delegate to the American Escrow Association (1980, 1992 and 1999).
President, Oregon Escrow I and Escrow II (Oregon).
Guest speaker/lecturer at various escrow seminars, with emphasis on IRC 1031 exchanges.
Licensed California Real Estate Sales person.
Certified Escrow Instructor.
Newspaper Column Contributor/ Expert 1.
Education includes numerous college classes related to banking and finance, with an emphasis on escrow and accounting courses.
Work-related Experiences includes
06-92 to present Escrow Expertise, San Jose, CA Founder/Owner of this
10-89 to 06-92 Chicago Tile Insurance Co., Cupertino, CA Escrow
Advisory Officer and Branch Manager ‘“ Staff of 8, which was second most profitable office, with personal volume 3rd highest in the County.
05-83 to 10-89 American Title Insurance, Milpitas and Campbell, CA Branch Manager-staff of 18; which was the # 1 profit center in the U.S.A.
10-80 to 10-80 Trans America Title Insurance, San Jose, CA Branch Manager, Special Projects Department Manager, Advisory Title Officer.
07-77 to 10-80 Deschutes County Title, Bend, OR Assistant County Manager, Title and Escrow Operations Manager, Assistant Vice President.
Other Related Experiences include
2 Years- Trans America Title, Holland, Mich. As Senior Escrow Officer, Abstractor, Title Officer, Office Manager.
Bank of California, San Jose, CA Real Estate Loan Processor for over 4 years.