Chuck Klein
Founding Partner &Managing Partner
Mergers & Acquisition
Negotiation Dynamics
Warehouse Reviews
[email protected]
512-501-2813
Dr. Andy Schell, CPA, CMB
Founding Partner &Managing Partner
"The Profit Doctor"
Hedging & Accounting
Strategy & Transformation
Finance & Servicing
[email protected]
512-501-2812
Theresa Marie, CIO
Managing DirectorTechnology & Operations
Servicing & Procedures
Encompass Management
Computer System Migration
[email protected]
512-501-2804
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John Jacobs, CMB
Senior ConsultantCapital Markets Expert
Hedging Implementation
[email protected]
210-601-1409
Meahgan Riley
Accountant & Project ManagerMBS Sales Support
Mortgage Bookkeeper
[email protected]
512-501-2819
Jody Natoli
Document Custody ExpertOperational Assessment
Warehouse Reviews
[email protected]
512-501-2817
Shelly Gingras
Senior AccountantLoan Accounting Expert
Certified in all QuickBooks
[email protected]
512-501-2819
Dana Van Zant
ConsultantOrigination Compliance Expert
Warehouse Reviews
[email protected]
512-977-9900 x402
Erin Dee, MBA
Senior ConsultantMortgage Operations Expert
Broker to Banker Conversions
[email protected]
512-368-9433
Open Position
[email protected]Alice Alvey, M_CMB
Senior ConsultantNationally Known Expert in Mortgage Operations
[email protected]
800-278-0200
Kathie Thomas, CFE
Senior ConsultantOrigination Compliance Expert
Warehouse Reviews
[email protected]
512-501-2816
David Hopson
Senior ConsultantHedging Analytics
Financial Forecasting
[email protected]
512-501-2814
Dan Cooper, CMB
Senior ConsultantCapital Markets Expert
Agency Securitization
[email protected]
512-977-9900 x402
Tony Musgrave
AttorneyMortgage General Counsel
Regulatory Compliance Expert
[email protected]
512-977-9900 x402
Suzanne Adele, CPM
Senior ConsultantSix Sigma Blackbelt
Project Management Expert
[email protected]
512-977-9900 x402
Vaughn Pearson
Senior ConsultantBank Governance Expert
Graduate Instructor SMU
[email protected]
512-977-9900 x402
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