Professional in the lending and banking industry with over 14 years of experience. Her expertise includes personal banking, middle market lending underwriting and business/commercial banking from institutions such as US Bank and Bank of America.
She is currently the president/founder of Global Funding Partners, a commercial mortgage company originating/funding loans throughout the U.S.
She has completed a Bachelors' in Business/Marketing and a Masters in Business Administration (MBA) with concentration in Finance. In addition, she is a licensed broker with the California Department of Real Estate.
Board of Director for CCIM NorCal.
Background
Q: Please list your professional accreditations, degrees, licenses, and certificates granted:A: Bachelors in Business Marketing
Masters of Business Administration with concentration in Finance
Licensed Broker with the California Department of Real Estate.
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: CCIM NorCal - Board of Director
CREW
North Coast Rental Housing Association
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Several speaking engagements, example:
Bay Area Multi-Cultural Real Estate Summit
Oakland Realtor Association
CCIM
Presenter at several seminars and courses regarding Real Estate Finance and Underwriting
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: N/A
Q: On how many occasions have you been retained as an expert?
A: Several
Q: For what area(s) of expertise have you been retained as an expert?
A: Evaluation and underwriting for commercial properties, mortgage broker standards and practices.
Q: In what percentage of your cases were you retained by the plaintiff?
A: 0%
Q: In what percentage of your cases were you retained by the defendant?
A: 100%
Q: On how many occasions have you had your deposition taken?
A: Several
Q: When was the last time you had your deposition taken?
A: 2011
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: 1
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: 1
Q: For how many years have you worked with the legal industry as an expert?
A: 3
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting, case evaluation, expert testimony.
Q: What is your hourly rate to consult with an attorney?
A: Provided upon request
Q: What is your hourly rate to review documents?
A: Provided upon request
Q: What is your hourly rate to provide deposition testimony?
A: Provided upon request
Q: What is your hourly rate to provide testimony at trial?
A: Provided upon request
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Provided upon request
