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Real Estate Mortgage Lending Property Management Expert Witness

Provides Opinion & Testimony In:

Real Estate Brokerage, Mortgage Lending, Property Management, Credit Denial, Identity Theft, Credit Analysis, Broker, Rental Property Mangement, Seller, Buyer, Loans, Loan Originator, Residential Units,

STATEMENT OF QUALIFICATIONS
REAL ESTATE – MORTGAGE – CREDIT ANALYSIS – EXPERT WITNESS SERVICES

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.

My Clear and Common Sense approach is the most effective and economical way to interpret cases as an expert witness. I promise, I will review and give you a decisive and quick response and let you know if I am the best person for the case. If I accept the case, I will put all my expertise and resources to work for you and your client.

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.

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