Current Business Focus: Secondary mortgage market whole loan/portfolio sales; portfolio valuation; large loan origination and placement. Licensed as a Mortgage Broker.Accomplishments: • Exploited niche market need for sources of funding relationships where lenders with relatively small balance sheets can originate loans, fund them and then transparently and profitably sell them to larger institutions while maintaining the original customer relationship. Have evaluated over $2 billion of loans and sold well over $300 million. Also funded number of large loans for select number of major individual investors.:Prior roles and accomplishments -CTR Canada Investments Ltd. September 1991 to August 1997Executive Vice PresidentBusiness Focus: Private investments in new technology ventures, real estate and ventures related to the businesses of our major capital sources in Taiwan.Responsibilities:Seek out compatible investments, secure them subject to investor approval, negotiate final transaction, fund the investment, monitor from the Board and provide active, regular input to management.Accomplishments:Designed and developed software to manage multilevel sales system for long distance services directed at residents of Tokyo. Invested $20,000 on the software and within 3 months the business was showing Net income of over $20,000 per month.Developed profitable management company to establish and operate non-profit child care facilities in B.C. schools.Brokered the seed capital for Broadband Solutions which became GT Group Telecom and introduced them to Ledcor and 360 Networks. Created VCC to fund an online distance education franchise business. Developed 2 major hog production facilities in Barrhead, AlbertaMcLean McCarthy Limited November 1988 to September 1991Vice President -Western CanadaWholly owned investment subsidiary of Deutsche Bank Canada with a focus on real estate investment and financing.Focus: Business development for our Deutsche Bank Canada parent; marketing;sales; analysis; negotiations; closings.•Accomplishments: Led the origination of 2000 acre “New Town” in the midst of Surrey and Langley. Brokered number of commercial loans to institutional investors.:Oxford Trust Company March 1986 to November 1988 Role: Vice President & President of Oxford Investment Services Limited Newly chartered provincially incorporated trust companyAccomplishments: Part of the team which incorporated the trust company. Valued over $2 billion of government owned mortgages. Created a public company from scratch. Financed Hollywood movie production studio and completed over $40 million of brokered loans.Edgecombe Investment Services Limited August 1981 to March 1986 Marketing Officer Wholly owned investment subsidiary of North American Life Assurance with focus on real estate investment, financing, property management and development. Accomplishments: Initially responsible for business development in Calgary branch and became the top producer. Promoted to Head Office to be responsible nationally for all major transactions ($10 million or greater)Created the first commercial paper financing of real estate construction in Canada -$140 millionArranged bridge loan with CIBC for $140 millionArranged syndicate of lenders to do $100 million loanArranged for Edgecombe to act as soft receiver for Scotiabank client whose $240 million operating line had become non-performing.Arranged variety of other loans ranging from $10 to $40 millionBrokered number of commercial loans to institutional investors.Education:Rotary Exchange Student -Hanamaki, Iwate, Japan (completed High School there)University of British Columbia Arts program (2 years only)University of British Columbia Mortgages, a course for Lenders and Brokers -91%University of British Columbia Residential Building Design & Construction -86%University of Notre Dame Mortgage Bankers of America -Course 1 -completeKwantlen University College Residential Development -completeNOTE: Currently licen
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