Summit Funding competitors

Mark Mason is a Chairman of the Board and Chief Executive Officer at HOMESTREET BANK and is based in Greater Seattle Area. He attended California State Polytechnic University, Pomona between 1980 and 1983.

James E Mac Pherson is a Chief Executive Officer at ACADEMY MORTGAGE CORPORATION and is based in Utah. He has worked as Assistant Vice President at Bank of America; Divisional Manager, Central at ACADEMY MORTGAGE CORPORATION; and Area Manager, Southern Utah at ACADEMY MORTGAGE CORPORATION. James studied at Georgetown University - The McDonough School of Business between 2014 and 2015, Brigham Young University between 1997 and 1998, and University of Utah between 1999 and 2001.

Teresa is the driving force at Citywide Home Loans and has an extensive background in all aspects of the mortgage industry. Since joining Citywide in December 2009, she has been instrumental in leading the organization and directing the significant growth of the company. Her vision and leadership will assure success as Citywide continues to grow in the future. Teresa is a founding member, and the Secretary/Treasurer, of the Utah Mortgage Bankers Association. She served as member of the CFPB panel on the impact of Dodd-Frank mandated increased HMDA data collection and reporting. She is currently the Vice Chair of the MBA State Legislative and Regulatory Committee as well as the mortgage expert on Fresh Living which airs on KUTV Channel 2 in Salt Lake City.

Dennis Hardiman is a Founder at Embrace Home Loans, Owner at Embrace Home Loans, and Owner at Equity National Title & Closing and is based in Tampa, Florida. He has worked as Founder at American Strategic Healthcare Management.

Mr. Garrett is a Managing Director and the Chief Executive Officer of a Wealth Mangement Division of a Financial Services Company. Member of the Advisory Operations Roundtable.Previously, Senior Vice President and Co-Director of Reporting and Operations at Morgan Keegan. His team was responsible for all performance reporting across the firm in addition to leading major technology implementation projects for Wealth Management Services. Since starting with Morgan Keegan in May of 2001 as Head of Operations for Investment Management Consulting Group, Mr. Garrett transitioned the group into a successful operation through implementing strict management control and focusing on technical details. During his tenure this fee-based accounts have grown from $1.3 billion under management to $9 billion and his group is producing financial performance reports for all clients with in the Private Client Group. His team implemented a system to provide daily time and dollar weighted performance reports for all retail accounts at the firm. In 2006 and 2007 he served on the IDEA Project Committee representing the technology needs of Wealth Management Services. In 2003 he served as the Chairman of the Operations Consulting Roundtable, an industry group of his peers from regional financial firms. From 2001 to 2002 He has served on the Morgan Keegan Technology Committee with the President of the Morgan Keegan and the President of the Private Client Group.Specialties: Operations manangement, Fee based programs, Client performance reporting, PCG technology implementation projects, Security APL, Caliper, Advent Axys, Advent APX, Greenhill GHPerf, AgencyWorks, Investment proposal system, Fee based billing, UMA, Broker Desktop, Planning calulators, Cornerstone E-Learning, Institutional Consulting Group, SQL Sever, Oracle, Informix, Trust services, Microsoft Dynamics