Mortgage Broker/Banker for 30 years, president of mortgage company, past president and current director of California Mortgage Assn, member, education committee, Calif. Mtg. Assn. Litigation consulting and expert testimony in areas of mortgage broker standard of care, broker duties, loan servicing, foreclosure and mortgage licensing methods. Experienced in institutional and hard money lending.
Background
Q: Please list your professional accreditations, degrees, licenses, and certificates granted:A: Real Estate Broker (Calif.) since 1978, Certified Mortgage Consultant (National Assn. of Mortgage Brokers)
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: National Assn. of Mortgage Brokers
California Assn. of Mortgage Brokers
California Mortgage Assn. (member, board of directors, member, education committee)
Los Angeles County Bar Association (non-attorney)
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Author and presenter of numerous continuing education courses for mortgage brokers, presenter of numerous educational topics for Calif. Assn. of Mortgage Brokers, National Assn., of Mortgage Brokers, California Mortgage Assn., and for private training companies. Over 230 live seminars presented since year 2000. Extensive training in public speaking and communication.
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: None.
Q: On how many occasions have you been retained as an expert?
A: Seven.
Q: For what area(s) of expertise have you been retained as an expert?
A: Mortgage broker duties, mortgage broker standard of care, mortgage broker industry practices, loan servicing and foreclosure practices.
Q: In what percentage of your cases were you retained by the plaintiff?
A: 14%
Q: In what percentage of your cases were you retained by the defendant?
A: 86%
Q: On how many occasions have you had your deposition taken?
A: Four
Q: When was the last time you had your deposition taken?
A: June 27, 2008
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: Twice.
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: Twice.
Q: For how many years have you worked with the legal industry as an expert?
A: Four.
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting, expert testimony, reports.
Q: What is your hourly rate to consult with an attorney?
A: Provided upon inquiry.
Q: What is your hourly rate to review documents?
A: Provided upon inquiry.
Q: What is your hourly rate to provide deposition testimony?
A: Provided upon inquiry.
Q: What is your hourly rate to provide testimony at trial?
A: Provided upon inquiry.
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Provided upon inquiry
