Experience

First Foundation Inc.

• United States
• Financial Services
• 300 - 400 Employee

• VP SEC Financial Reporting

  • Nov 2022 - Present

  Irvine, California, United States First Foundation Inc. (NYSE: FFWM) is a financial services company with two wholly-owned subsidiaries: First Foundation Bank (FFB) and First Foundation Advisors (FFA). FFB is the 12th largest bank in the state of CA with $13.0 billion in assets. FFA is recognized by CNBC as one of the top 20 financial advisory firms in the nation, with $5.0 billion in assets under management. The company employs in excess of 500 employees at its over 30 branch locations in the states of CA, FL, HI, NV, and… Show more First Foundation Inc. (NYSE: FFWM) is a financial services company with two wholly-owned subsidiaries: First Foundation Bank (FFB) and First Foundation Advisors (FFA). FFB is the 12th largest bank in the state of CA with $13.0 billion in assets. FFA is recognized by CNBC as one of the top 20 financial advisory firms in the nation, with $5.0 billion in assets under management. The company employs in excess of 500 employees at its over 30 branch locations in the states of CA, FL, HI, NV, and TX. Show less



Rushmore Loan Management Services LLC

• United States
• Financial Services
• 300 - 400 Employee

• SVP - Chief Accounting Officer

  • Oct 2012 - Nov 2022

  Irvine, CA Rushmore Loan Management Services is a residential mortgage servicer and originator with services that include special servicing and prime sub-servicing, correspondent lending, and property disposition. The company was acquired in May 2023 by Mr. Cooper Group.



Peak Corporate Network

• Chief Financial Officer

  • May 2009 - Oct 2012

  Los Angeles, CA Peak Corporate Network is a network of 12-affiliated companies involved in real estate and financial services. The companies include: asset management, commercial and residential real estate brokerage, commercial and residential real estate lending, commercial and residential loan servicing, escrow services, residential and commercial property management, short sale and loan modification services, 1031 exchange, and foreclosure/trustee services.



Greenlight Financial Services

• Chief Financial Officer

  • Nov 2002 - Sep 2008

  Irvine, CA Responsible for all Accounting, Treasury, Financial Reporting, and Human Resources for this nationwide retail and wholesale mortgage lender. Secured and managed warehouse lines of credit and correspondent lending relationships with top Wall Street institutions and large national banking institutions. The Company was acquired in May 2013 by Nationstar Mortgage



GMAC Mortgage

• Divisional CFO/Financial Reporting Manager

  • 1995 - 2000

  Horsham, PA Vice President - Finance - ditech.com 1999-2000 CFO of GMAC Mortgage's REIT: 1998-1999. GMAC Mortgage Financial Reporting Mgr 1995 - 1999 As financial reporting manager, responsible for all internal and external financial reporting including, consolidated management reporting, Board of Directors' reporting and analysis, SEC-reporting including 10Q and 10K, budget and business plans, etc.



Meridian Bank

• AVP - Financial Reporting Analyst

  • 1993 - 1995

  Reading, PA Prepared monthly, quarterly and annual financial statements and other reports for internal management, Board of Directors, and bank regulators including FDIC, Federal Reserve. Responsible for the calculation and reporting of the bank's Tiered Capital/Risk-Based Capital ratios. This $15-billion bank holding company was ultimately acquired by First Union Bancorp and later Wachovia Bank.



Deloitte & Touche

• CPA

  • 1990 - 1993

  Philadelphia, PA Staff auditor and Manager in the firm's audit practice specializing in audits of financial services companies including: banks, savings & loans, credit unions, and large mortgage companies.