Experience

RETIREMENT LIVING ASSOCIATES, INC.

• United States
• Real Estate
• 1 - 100 Employee

• Vice President Community Development

  • Apr 2014 - Present

  Raleigh, North Carolina Area Responsible for managing development activities related to new senior care community development. Involved with project financing, marketing, vendor management and community and governmental relations. Began as Board Chairman of an RLA developed retirement community in 2004, provided periodic consulting services related to other RLA projects and then joined the staff in current role in 2014.



National Mortgage Professional

• United States
• Book and Periodical Publishing
• 1 - 100 Employee

• Co-Founder/Anchor

  • Jun 2013 - Dec 2014

  Greater New York City Area MNN--Our mission is to use the power of video to advance the mortgage industry by educating, enabling and empowering mortgage professionals with the most relevant and up-to-date news, views and analysis. It is our goal to tell the stories that need to be told and to initiate conversations with our viewers, all while upholding the highest standards of professionalism.



Academy Media Partners

• Marketing Consultant

  • 2009 - 2014

  Raleigh-Durham, North Carolina Area Marketing consultation and content development for a select group of financial services clients. Specific projects include social media campaigns, print marketing concept, design and copywriting, as well as, byline and ebook ghostwriting.



MortgageLoan Directory and Information, LLC

• United States
• Online Audio and Video Media

• Chief Consumer Analyst

  • Jun 2010 - Jun 2011

  Writer of a weekly series of articles on mortgage interest rates, news and editorials.



AGIS Network

• United States
• Insurance
• 1 - 100 Employee

• National Education Consultant

  • Jul 2007 - Jan 2010

  Educational/training organization within the insurance industry focusing on the delivery of training to employee groups regarding eldercare and long-term care.



American Home Mortgage/American Brokers Conduit

• Vice President-Business Development

  • 2001 - 2007

  Greater New York City Area Served as Business Development program developer/manager within consumer direct, retail and wholesale origination divisions focusing primarily on the application of financial planning concepts to mortgage origination.



mortgage.com

• VP Business Development

  • 1999 - 2000

  Founder and Manager of the company's Trusted Financial Advisor Division which originated mortgage loans through financial advisors and provided them with marketing and client education tools.



Financial Consultant Mortgage Network

• Founder/President

  • 1997 - 1999

  Raleigh-Durham, North Carolina Area Founded and managed mortgage brokerage firm in partnership with a regional securities broker-dealer. Expanded affiliated financial advisors from zero to 400+ and became one of first origination organizations to accept mortgage applications online. Merged into mortgage.com to form its Trusted Financial Advisor Division.



Transition America

• Owner/Manager

  • 1992 - 1996

  Raleigh-Durham, North Carolina Area Acquired and rebranded a site selection and employee relocation consulting firm in the thriving Research Triangle area of North Carolina. Worked with companies including IBM, Lowes, Ralph Lauren and McKesson.



NC Dept of Commerce

• Special Asst for Economic Development

  • 1989 - 1992



NRC Corporation

• Director of Corporate Planning and Development

  • 1987 - 1988

  Directed development activities for this 30+ facility chain of nursing facilities, home health agencies and specialty care facilities. Responsibilities included the filing of more than 25 Certificate of Need applications, community, and governmental relations.



NC Department of Human Resources (Health and Human Services)

• Special Assistant to the Secretary

  • 1985 - 1987

  Raleigh-Durham, North Carolina Area Provided communications, project management and logistical support to the Secretary of the state's largest government agency.