Bio
Credentials
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Certified Equity Professional (CEP)
Certified Equity Professional InstituteSep, 2000- Apr, 2026 -
California Real Estate Salesperson License
National Association of REALTORS®Sep, 1992- Apr, 2026 -
FINRA Series 7 Securities License
FINRASep, 1993- Apr, 2026
Experience
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Volte Communications, Inc
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Irvine, CA.
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Co-Founder
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Jun 2018 - Present
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Irvine, CA.
VoLTE Communications is a next-generation supplier and integrator of future-proofed wireless solutions to solve for the national decommission of analog copper telephone lines (POTS). We work with multi-site enterprises, converting their legacy copper line infrastructure to the 4G LTE network with pathway to 5G,
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Newcastle Group, Inc
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Newport Beach, CA
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Owner
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2005 - 2010
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Newport Beach, CA
Private equity firm focused on raising equity, debt and mezzanine financing for primarily real estate and technology companies. Successfully raised in excess of $300 million in capital for our clients within a 5 year period.
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RPM Lending
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Aliso Viejo, CA
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CEO
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2001 - 2005
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Aliso Viejo, CA
Grew RPM Lending from $0 to $400 million in annual mortgage origination's within 24 months.
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UBS
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Newport Beach, CA
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Vice President
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1998 - 2001
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Newport Beach, CA
Wealth Management
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SALOMON SMITH BARNEY
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Greater Los Angeles Area
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Vice President - Corporate Services
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1994 - 1998
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Greater Los Angeles Area
Member of Salomon Smith Barney's Corporate Services team based out of Los Angeles. Advised public company executives on liquidity, risk management, insider stock transactions and implemented stock option plans on behalf of the firms investment banking clients.
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Education
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University of California, Santa Barbara
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1999 - 2001Santa Clara University - Leavey School of Business
Certified Equity Professional, Investments and Securities
Suggested Services
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References
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