Awards & Recognition
★Certified Mortgage Banker (CMB) designation from Mortgage Bankers Association
★Principal Analyst role at leading financial services research firm Celent/GlobalData
Notable Facts
→Principal Analyst at Celent (GlobalData), a leading financial services research firm
→Over 20 years experience in banking and financial technology analysis
→Former Wells Fargo executive and mortgage industry veteran
→Holds CMB designation from Mortgage Bankers Association
→Regular speaker at major industry conferences
→Frequent contributor to industry publications
→Recently retired from active consulting role
→Advanced degrees in applied economics from University of San Francisco
→Previously worked at Federal Home Loan Bank, PMI Group, CoreLogic