Leading Experts in Mortgage Servicing Experts
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President and Co Founder
Citon Group
Steven Alonso is the President and Co-Founder of Citon Group, a joint venture property and casualty insurance originator. Mr. Alonso continues to be active in the consumer financial services space as an investor and board member for various companies. He also continues to consult in the consumer and...
Chief Executive Officer
Excelsior Management Group
Rick Baldwin is the Chief Executive Officer of Excelsior Management Group, an equity mortgage banker based in Lake Oswego, OR. Most recently, he was the Director of Capital Markets at Meritage Mortgage, a wholesale sub-prime mortgage lender and subsidiary of Netbank. Mr. Baldwin has been in the sub-prime...
Principal
Global Capital Access
Maureen Bolton is the Principal in Global Capital Access, an investment consultation firm specializing in developing securitization programs for domestic and international clients. She specializes in advising clients on creating funding programs for a wide variety of consumer assets, structuring efficient...
Bill BradwayFounder & Managing Director
Bradway Research, LLC
Bill Bradway is the Founder and Managing Director of Bradway Research. Previously, Mr. Bradway lead the Banking Practice at Financial Insights, a strategic advisory firm to banks, insurance companies, asset management firms, securities brokerages, and diversified financial institutions globally. The...
President
Rigley Financial Corporation
James Butler is the Managing Director of Rigley Financial, LLC, and the Senior Partner for Rigley Capital, LLC, an Illinois-based origination and consulting firm specializing in providing advisory services to Municipal, Governmental-Issues, Consumer, Energy, Commercial, and Mortgage industry-related...
Michael GanttFormerGroup President, Insurance
Fiserv, Inc.
Michael Gantt, was until July 2007, the Group President, Insurance Solutions at Fiserv. The division offers technology, professional services, and outsourcing solutions such as insurance policy and claims administration, underwriting, rating, advanced billing and collections, point-of-sale technology...
Principal Consultant
Garrett, Watts & Co
Joe Garrett is the Principal of Garrett, Watts & Company, a San Francisco-based advisory firm offering mortgage banking consulting to banks, warehouse lenders, thrifts and mortgage companies. Mr. Garrett served as CEO and President of Sequoia National Bank and as Chairman, President and CEO of American...
Brian HershkowitzChief Executive Officer
Maximum Value Group
Brian F. Hershkowitz is the Chief Executive Officer of Maximum Value Group, a consulting firm. Prior to starting his own practice in Dec 2006, he was an EVP at Fidelity National Information Services and the President of its mortgage and information services division. As President of FIS from June 2001...
Mallory HillChief Executive Officer
Novelle Financial Services
Mallory Hill is the CEO of Novelle Financial Services, Inc., a nationwide FHA/HUD licensed originator of residential mortgages. Since 1997, Mr. Hill has owned and operated New Life Funding, a California retail mortgage lender. Previously, Mr. Hill was Co-Founder and Managing Director of Mortgages PLC,...
President & Portfolio Manager
JMN Financial LLC
Mr. Krsnich has 24 years of Financial Service Experience concentrated in mortgage investment and risk management. JMN Financial LLC was formed in 2006 to provide portfolio management and consultation to Financial Institutions and investors. The firm currently has over $60 million in institutional funds...
Daniel LisserManaging Director
Johnson Capital
Daniel Lisser, since 2004, has been a Managing Director at Johnson Capital and co-heads the firm's mortgage loan sales group, with responsibilities including oversight of real estate debt evaluations, marketing strategy, contract negotiations, and sales. Mr. Lisser is also involved in originating and...
Mark MariottiCEO
Future Management Holdings Inc
Mark Mariotti is the Chief Executive Officer of FutureManagement, where he leads the management and consulting efforts of a diversified global financial management consulting and holding company. Since 1975, he is involved in information technology, leading to his current position as an acknowledged...
Partner
MPKA, LLC
David McCain is a Partner of MPKA,LLC an advisor and consultant to the homebuilding industry and related financial institutions. Mr. McCain is a former Senior Executive of Lennar Corp., one of the nation's largest homebuilders. He last served as President and CEO of Lennar Financial Services, which...
James McMahonPresident
JM Bear Advisors
Jim McMahon is President of JM Bear Advisors, a consulting firm specializing in all facets of the Consumer, Business & Real Estate lending industry. Mr McMahon has 30 years of senior & executive level expertise & chief lending authority in credit score models, score assisted & traditional judgemental...
Chief Executive Officer
Tri-Emerald Financial Group
Michael McQuiggan is the Chief Executive Officer of Tri-Emerald Financial Group, a niche marketer of prime, non-prime, Alt A, FHA and second mortgage loan products. Mr. McQuiggan has more than thirty five years of experience in finance, mortgage banking and off shore business processing. He began his...
Raj MehraPresident & Founder
Chelsea Advisory Services
Raj Mehra is the President of Chelsea Advisory Services, a financial risk and forensic accounting advisory firm in Washington DC. He has over 21 years of experience in areas such as banking, subprime mortgages, credit card, auto and student lending. Mr. Mehra is an expert in securitization and structured...
FormerChief Risk & Credit Officer
Popular Financial Holdings, Inc
Robert Mochwart, was until March 2008, the Chief Risk and Credit Officer for Popular Financial Holdings, a wholly owned subsidiary of the $44 billion financial holding company. Popular is a diversified financial services provider with the operations in Puerto Rico, the Unites States, the Caribbean,...
President & CEO
Default Mitigation Management
Joseph Smith is the President and Chief Executive Officer at Default Mitigation Management (DMM), an industry leader in mortgage workouts. DMM works with both borrower and the lender to resolve defaulted loans. The firm has worked or is working with the following lenders: US Bank, Kentucky Housing,...
FormerVP, Marketing Product Manager
Bank of America Corporation
Kamala Worthington was until May 2006 a Vice President and Marketing Product Manager at Bank of America, for the ATM Channel, where she was responsible for conducting market research and competitive analysis to determine market trends in the ATM industry, predicting forecasts and conducting due diligence,...
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