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Key Achievements

Built Company Credibility:As company spokesperson, developed strong relationships with all trade media editors, and implemented media strategy to elevate brand credibility and generate positive press coverage. Pioneered company’s Best Practices setting higher standards for mortgage lending and helping establish lasting positive relationships with key regulatory and advocacy groups. Developed quarterly magazine published to our customers as a trusted resource for industry trends and advice with articles that were later republished in major industry publications.

Inspired Unique Associate Culture: Innovated a dramatic approach to aligning associates through an effective event and communication strategy. Associates took ownership and pride in the company and were strongly invested in the organization’s continued success. Developed corporate university program to equip new hires with industry orientation, soft skill development, and more rapidly increase job proficiency. Leveraged corporate intranet to garner employee feedback, track/rate suggestions, and reward ideas that made a difference. Aligned corporate giving efforts into cohesive program owned by our associates, and woven through our marketing and public relations efforts.

Created Unprecedented Brand Affinity: Successfully launched a new brand and achieved market ownership through integrated multimedia communications, world-class sports/entertainment sponsorships and events, sales support and enablement, channel strategies, and customer-centric services. Developed comprehensive event strategy incorporating sports and entertainment sponsorships including Indy Racing League (Danika Patrick/Bobby Rahal/Buddy Rice), Olympic swimming (Michael Phelps, Men’s/Women’s 2004 US Olympic Swim Team), Golf (Jim Furyk), Horse Racing (Triple Crown races), and Orchestrated concert series (Leanne Rymes, Seal, Jewel, Counting Crows, Duran Duran).

Enabled Mobile Sales Force:Equipped sales force with mobile devices that provide access to key customer and loan data from their home and on the road. Built support group which made sales more effective by creating and managing custom marketing campaigns, supplying marketing materials, and assisting their customers with technical and marketing questions. Tripled the average loan volume per salesperson between 2001 and 2004.

Made Technology Matter:Bridged the gap between business and technology by equipping the IT leaders with deep insight into the business goals and needs, and by helping them develop solutions that were both useful and usable. Encouraged sponsorship and ownership of IT projects and concerns by business leaders to ensure success. Inspired and championed key projects including a new loan origination system, an expanded data center and infrastructure design, and a web-enabled rules engine for underwriting, compliance, and pricing.

Drove Operational Efficiencies:As a key proponent of using metrics to drive efficiency, my groups developed objective models and tools to provide insights for improving productivity across the company including sales, loan processing, marketing, and technology. Utilized process reengineering and technology automation to maximize operational effectiveness.

Proven Capabilities

Ambidextrous leadership

Capable of overseeing the execution of daily operations and acting as enterprise-wide change agent driving future growth. Successfully developed new organizations and functions while mentoring and providing guidance to established groups, problem solving, and delivering on key strategies.

Strategic Delivery

Ability to develop a well-organized strategic vision and encourage the sustained focus and effort required to achieve company goals. Skilled at progressing large projects from inception through to completion.


Passion for the innovation of practices and processes, and applying fresh approaches to resolve difficult problems. Developed new ways to organize people, advance corporate brand, apply technology, and create business building products and services.

Team Alignment

Proficient at engaging, persuading, and aligning people across the organization toward a common goal. A devotion to the company’s best interests and forthright communication skills resulted in trusting relationships and productive work groups.


15 years entrepreneurial experience in driving business growth through sound strategic planning, technology innovation, and marketing excellence.

Operated $85M annual budget innovating and implementing business strategies to drive revenue and profitability growth.

Managed over 300 professionals with a relationship-driven, hands-on style capable of aligning culture and business goals to achieve significant results.

Grew startup in 3 years to achieve $800M annual revenues with 83% brand awareness, and tripling market share to 15% in just two years.

Work experience

May 2008Present

Senior Consultant, Strategic Planning


Premier Bancorp Mortgage Lender and Real Estate Agency

vDesigned new corporate website from inception to deployment

vDeveloped operational plan and web-based marketing strategy for launch of loan modification business unit

Confyance Corporation Startup mortgage lender designed to renew industry and restore integrity to lending process

vInnovated new business model for the residential lending industry

vDeveloped business plan, financial models, sales/marketing approach, and technology vision

vConducted vendor research, designed RFI/RFQ analysis for all IT systems, and negotiated contracts

Oct 2006Apr 2008

Senior Director, Global Relationships

Leading provider of IT services and solutions with over 4,000 global employees

vEstablished business plan and training program to launch FHA outsourced auditing offering

vExecuted sales plan to expand revenues with key clients including Toyota, Capital Group, and Hyundai

vEnsured delivery on global IT solutions by coordinating on-shore and off-shore delivery teams

vLaunched successful marketing and sales plan for financial services BPO (Business Process Outsourcing) division

Apr 1993Nov 2005

Head of Operations

Argent Mortgage

Top wholesale residential lender originating over $40 billion annually with 5,000 nationwide employees

Built and executed strategic vision to lead a start-up company to become one of the largest mortgage lenders in the nation in just three years. Created a culture of achievement with a highly professional workforce of over 300 hundred associates, multiple marketing agencies, offshore IT teams, and a leadership group of three senior vice presidents. Motivated associates and aligned leaders to transform ideas into actions and results.

Strategic Planning

vPlanned and implemented strategic vision for corporate growth through technology, training, and marketing programs

vDirected national expansion of lending operations and navigated compliance and licensing efforts

vLed Risk Management, Broker Approval and Investor Relations units

vOversaw new product development and developed sophisticated pricing model to maximize revenues

vDeveloped company policies and procedures, best practices, and lending/collateral guidelines

vDesigned processes and systems in compliance with Sarbanes-Oxley, Gramm-Leach-Bliley Act, and Patriot Act


vManaged $45M technology budget with 200 IT employees and 50 onsite and offshore consultants

vInnovated comprehensive online strategy transforming customer experience and rating as Top 2 online tool

vRan development, testing, and implementation for company’s homegrown and customized commercial systems

vDeveloped PMO to organize and streamline implementation of IT and business projects

vSelected and implemented new systems and interface partnerships to increase productivity and reduce labor costs

vIntegrated CRM and operational systems with wireless devices for mobile sales force

vLaunched data warehouse and custom data marts to inform accurate and timely business decisions


vManaged $40M budget driving unprecedented brand affinity and tripling market share to15% in just two years

vLeveraged competitive analysis to position company as market leader with 83% brand awareness

vDeveloped customer segmentation and lifecycle analytics to better retain and expand customer revenues

vLeveraged marketing investments across all channels including B2C, B2B, and investor marketing strategies

vMeasured and reported on campaign effectiveness and adjusted initiatives based on objective success criteria

vExecuted public relations strategy that garnered over 500 annual media mentions at virtually no cost




Institut Etudes Francais pour Etudiants Etrangers

Bachelor of Arts

California State University, Fullerton