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Real Estate Mortgage Escrow Expert Witness

Provides Opinion & Testimony In:

Real Estate, Real Estate Agent, Standards of Practice, Property Valuation, Mortgage, Escrow, Title, Real Estate Disclosure, Real Estate Procuring Cause, Real Estate Sales, Real Estate Contracts

Expert Witness No.627

I.   PERSONAL INFORMATION

– Little League Coach
– Served on Board of Directors - Homeowners’ Associations
– Team Captain for Relay for Life for American Cancer Society
– Active Member - Phillips Exeter Academy - Alumni Association

II. EDUCATION & PROFESSIONAL BACKGROUND

1963 – Graduate of Phillips Exeter Academy, Exeter, New Hampshire
1967 – Stevens Institute of Technology, Hoboken, N.J. – Bachelor of Engineering (B.E.)
1972 – Fairleigh Dickinson University, Teaneck, N.J. – Master of Business Administration (M.B.A.)
1967 to 1979 – Held various Engineering and Marketing positions with three major companies
1980 – Earned Real Estate Broker’s License – California
1992 – Earned Certified Residential Specialist Designation (CRS) – National Association of Realtors

III. REAL ESTATE ACCOMPLISHMENTS & BACKGROUND

2011 - A PRIVATE COMPANY Reaches 150 Agents, 1000 + Transactions/year
2010 – Training Director - A PRIVATE COMPANY
2008 – Chairman - Regency Real Estate Brokers
2007 – Expanded “Expert Witness” Division
2006 – Created A PRIVATE COMPANY - Provide Diverse Real Estate Services
2005 – Regency Real Estate Brokers – Company Treasurer
         – Sunset Redevelopment, Inc. – President
         – Expert Witness – Real Estate Matters
2004 – O.C.A.R. – Mediator,
         – Formed Sunset Redevelopment, Inc. to Purchase, Rehab. and Sell homes
         – Continued Service as “Expert Witness” – over 50 Assignments since mid-1990s
2003 – O.C.A.R. – Mediator, Standard Forms Panelist, Financial Committee
2002 – O.C.A.R. – Mediator, Standard Forms Panelist, Financial Committee
         – Regency Real Estate Brokers – Company Treasurer
2001 – O.C.A.R. – Mediator, Standard Forms Panelist
         – Legacy Mortgage Company – Became Broker – Owner
2000 – C.A.R. – Standard Forms – Chairman
         – Professional Standards Committee
         – O.C.A.R. – Mediator, Professional Standards Panelist, State Director
         – Regency Real Estate Brokers – Board of Directors
1999 – C.A.R. – Standard Forms Committee – Vice-Chairman
         – Professional Standards Committee
         – O.C.A.R. – Mediator, Professional Standards Panelist.
            State Director   
1998 – C.A.R. Nominating Committee – Region 32 Representative
         – Professional Standards Committee
         – O.C.A.R. – Mediator, Professional Standards Panelist, State Director
1997 – C.A.R. Regional Chair, 32nd District, State Director
         – Professional Standards Committee
         – O.C.A.R. – Mediator, Professional Standards Panelist, State Director
1996 – C.A.R. Regional Vice Chairman, 32nd District, State Director, and Strategic Planning
      & Finance Committee – District Liaison
         – Saddleback Valley Association: Budget and Finance Committee
1995 – S.V.A. Board of Directors and Budget and Finance Committee
         – C.A.R. Standard Forms Committee Member
         – Became Broker/Co-Owner – Regency Real Estate Brokers
1994 – Saddleback Valley Board of Realtors: Board of Directors, Budget and Finance Committee, and
            Mediator
         – C.A.R. Chairman, Standard Forms Development Committee and State Director
1993 – S.V.A. Board of Directors and Chairman, Multiple Listing Service Chairman
         – C.A.R. Standard Forms Committee, Sub-Committee Chairman and State Director
1992 – Saddleback Valley Board of Realtors: Board of Directors, Chairman, Multiple Listing Service
         – C.A.R. State Director, Professional Standards Committee, 32nd District Chairman and Standard
         – Forms Committee, Residential Forms Sub-Committee
1991 – Saddleback Valley Board of Realtors: Professional Standards Committee Chairman, Awards
           Committee Chairman
         – C.A.R. Professional Standards Committee 32nd District Chairman, Standard Forms Committee
           and Residential Forms Sub-Committee and State Director
         – Re/Max 100% Club
         – Became Broker/Owner of HomeLife/Orange County Realty
1990 – Saddleback Valley Board of Realtors: Executive Committee, Budget and Finance Committee
           and Professional Standards Committee Chairman
         – C.A.R. Professional Standards Committee, Vice-Chairman South Standard Forms Committee,
            Liaison from Professional Standards Committee and State Director
         – Re/Max 100% Club
1989 – Saddleback Valley Board of Realtors: President – Saddleback Valley Board of Realtors:
            Budget and Finance Committee and Professional Standards Committee
         – C.A.R. Standard Forms Committee and Residential Forms Committee and State Director
         – Saddleback Valley Board: 1989 “Realtor of the Year”
         – Re/Max 100% Club
1988 – Saddleback Valley Board of Realtors: President-Elect
         – Saddleback Valley Board of Realtors: SOLIS Representative, Budget and Fiance Committee
         – C.A.R. Professional Standards Committee and 32nd District Chairman and Multiple Listing
            Service Committee and State Director
         – Re/Max 100% Club
1987 – Re/Max 100% Club (top award for production based upon 1986 income in excess of $100,000)
         – Saddleback Valley Board of Realtors: 1st Vice-President
         – Saddleback Valley Board of Realtors: Multiple Listing Service Committee Chairman
         – C.A.R. 32nd District (Saddleback Valley, South Orange County, Laguna Beach, Irvine,
            Huntington Beach, Fountain Valley, Newport/Costa Mesa) Professional Standards
            Committee, District Representative, State Director, Standard Forms Committee and    Marketing Sub-Committee
         – Saddleback Valley Board Delegate: SOLIS Group
         – Saddleback Valley Board Delegate: 32nd District Multiple Listing Service
1986 – Saddleback Valley Board of Realtors – Second Vice President, Grievance Committee
      Chairman, and Membership Committee
         – Saddleback Valley Board of Realtors: Mediation Committee Chairman (Introduced mediation
            to Saddleback Valley Board, set up training, recruited members, serving and Inaugural Chairman)
         – California Association of Realtors: State Professional Standards Committee Member and
            State Director
   – Re/Max 100% Club
         – C.A.R. 32nd District-Professional Standards Committee and President’s Visit Committee
1985 – Joined Re/Max South County Realtors
         – Saddleback Valley Board of Realtors: Member of Grievance Committee and Multiple Listing
            Service Committee
1983-1984 – Saddleback Valley Board of Realtors: Professional Standards Committee
1979 – Became a member of Saddleback Valley Board of Realtors
1978 – Became a member of Laguna Board of Realtors

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