Loan Management Professionals to Know 2025

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

Expertise in Consumer Finance, Marketing, Real Estate, and E-commerce. Outstanding communication and interpersonal skills, which develops productive working relationships with individuals at all levels. Dedicated and motivated manager, who easily manages individuals and teams to produce optimum results. Strategic and analytical with experience developing and executing marketing plans, and managing digital and social media production. Creative writer with expertise in developing copy material, press materials, scripts, and content. Strong financial skills in managing P& L. Specialties: real estate, contract negotiation, banking and finance,marketing, merchandising, e-commerce,mortgage sales, recruiting, copy-writing,

Experienced Commercial Finance Professional with a strong track record in the financial services industry. Keen to discuss any ways I can help you with any Commercial Mortgages, Bridging Loans, Development Finance, Invoice Finance, Asset Finance or Mid-Large portfolio purchase/refinances.

Sales and tech strategist driven to the front lines of the fintech evolution within the mortgage lending industry. Ambitiously working to create new opportunities, simplify processes, and pioneer modern solutions. Over 15 years of experience in the financial industry as an executive, strategist, consultant, trainer and team developer. •Founder of Liberty Financing LLC Previously: •Chief Strategy Officer at American Financing Corporation •Investment Advisor at Charles Schwab Knowledge and in depth experience ranges across technology innovation and integration (API, AI, Web design, SEO, SaaS), marketing, mortgage lending, business development, sales training, project management, data analysis and financial analysis. I’m passionate about providing the absolute best experience for our customers and the most rewarding career opportunities for our hard working high quality team members Current NMLS MLO State Licenses. Previously held FINRA Series 7 & Series 66 Licenses, Life and Health Insurance License, and Accredited Asset Management Specialist designation from the College of Financial Planning.

Dynamic digital marketing executive featured on Entrepreneur with a record of accomplishment in SEO services development, team development, leadership, customer relationship management, negotiations, project management, and development. Over sixteen years of experience in Digital Marketing, SEM, SEO, SMO, Email Marketing, and Paid Advertising. Worked with large enterprises and Fortune 100 companies. Specialties: Digital Marketing, Marketing Automation, Search Engine Marketing, SEM, Search Engine Optimization, SEO, Local SEO, Medical SEO, Organic SEO, Email Marketing, SEO team management, Social Media Marketing, SMM, Social Media Optimization, SMO, Reputation Management, Paid Advertising, Analytics, Custom Web Development, Open Source, Application Development / Integration, and Script Customization.

A highly motivated and detail-oriented professional with a strong foundation in marketing and management, holding a double major in both disciplines. Experienced in human resources across non-profit and for-profit sectors, as well as in marketing, bringing a versatile skill set to any organization. Known for exceptional organizational skills, a keen eye for detail, and a dedication to continuous growth and learning. Passionate about driving efficiency, fostering positive workplace culture, and contributing to strategic business success through hard work and adaptability.

I am a finance and real estate professional with a diverse background. I leverage my MBA from Case Western Reserve University and my corporate experience in banking and treasury to provide an elevated experience to my real estate clients. Prior to real estate, I spent almost 20 years in commercial banking and corporate treasury. I ended my corporate finance career as an Assistant Treasurer of a publicly traded oil & gas company in Houston. Having worked as a REALTOR in Ohio, California and Texas has allowed me the opportunity to work with a diverse group of people and learn how to tailor my services to the individual in a unique way. I bring a lot of energy and enthusiasm to my work so my clients can feel educated throughout the process of buying, selling or financing their home. I currently hold an active real estate salesperson license and a mortgage loan originator license in Ohio. .

Experienced Executive Assistant supporting leadership at Edison Risk, a life and annuity-focused IMO, and The Policy Shop, a health insurance brokerage. Skilled in managing executive calendars, communications, licensing, and agent support across fast-paced, client-focused environments. Known for staying organized, ensuring smooth operations, and handling sensitive information with professionalism and care.

I have a background in law, armed with a strong work ethic, a persuasive track record of interfacing with clients and identifying risks and regulatory hurdles to formulate strategies and enable fulfilment effectively. I am also adept at handling multiple tasks simultaneously while meeting time-sensitive case objectives and a logical thinker with an ability to provide effective solutions in compliance with company regulations and policies while working in a team-oriented setting.

I started out in finance in 2008. It has been a blast. I have built a business and, in the process, have won my time back. I now have time to write. So here I am, demystifying banks and lending, and empowering people with the best tool of all—knowledge.

I’m a results-driven Project Management Director with a strong background in legal funding operations, strategy execution, and cross-functional team leadership. At High Rise Financial, I lead initiatives that streamline processes, enhance service delivery, and support client advocacy through innovative solutions. My mission is to deliver scalable systems that align with growth while maintaining a human-first approach to leadership.

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

Coastal Kapital LLC is a financial services leader in commercial equipment financing and working capital. We maintain thousands of relationships with business owners, vendors, and manufacturers across the US who value partnerships as well as integrity. Our products at Coastal Kapital LLC include commercial equipment financing, working capital, merchant services, and business consulting. Coastal Kapital LLC was founded in 2007 under the original name Farhat Leasing LLC. Coastal Kapital LLC has also opened many doors for other successful account executives looking to further their careers. We are always looking for motivated individuals to help grow our business and expand their careers. Coastal Kapital LLC has relationships with over 20 funding sources to provide consultative relationships with long term solutions for each of our clients/partners.

Freeman Douglas is a Veteran Owned, Homeownership Referral Network that encompasses the entire life cycle of homeownership from your first purchase, through Wealth Management, Estate Planning and beyond. The industry professionals at Freeman Douglas boast astute knowledge used for their clients successful journey through homeownership and all of the perks that come with it. Largely focused on community outreach and a nationwide Homes for Heroes initiative, the teams at Freeman Douglas work hand in hand with local and national network partners to reward our Heroes.Proud to be featured as a top Business Profile for Banking & Finance in Northeast Florida's Premier Magazine, Buzz News Weekly. Coming in 2024, the New Florida Affordable Housing Initiative headed by the Freeman Douglas Network will aim to provide affordable homeownership options for Floridians across the state!

I am a seasoned mental health and addiction specialist, dedicated to the field of treatment and recovery since 2015. I hold a bachelor’s degree in psychology and a master’s in clinical mental health counseling from South University in Royal Palm Beach, FL, and I am credentialed as both a Licensed Clinical Mental Health Counselor (LCMHC) and a Licensed Clinical Addiction Specialist (LCAS). Over the years, I've gained hands-on experience in various areas, including psychiatric acute stabilization, psychiatric partial hospitalization, and both in-patient and out-patient substance use treatment. My journey has taken me through clinical counseling, program development, and organizational leadership. Before joining New Waters, I served as the Clinical Director at Gupta Psychiatry and Wellness in Raleigh, NC, where I helped shape a respected substance abuse partial hospitalization and intensive outpatient program. I am a firm believer in the transformative power of quality clinical programming and its impact on long-term sobriety. With a compassionate approach, I am committed to helping individuals and families overcome substance use disorders, guiding them toward a life free from addiction.

Paul Gillooly is a financial specialist and the Director of Dot Dot Loans, with over ten years of experience in subprime lending. With extensive knowledge of consumer finance in the UK, Paul is a reliable individual in the bad credit lending sector. At DotDotLoans.co.uk, he helps individuals with poor credit scores find appropriate lenders who can provide financial help. Paul also offers guidance on improving financial management and building better credit scores.

Specialties: Deal structuring, Credit analysis, Credit Risk, Product design, Fintech, SME Finance, Alternative Finance, Merchant Cash Advance, Business Loans, Financial Due Diligence, business valuations, dispute resolution, accounting reconstruction, data analysis and interrogation, Advisory services, Tax advice and structuring, flow of funds analysis, Litigation support, Forensic/Fraud Accounting investigations.

I’m Nathan Linton, a mortgage broker committed to helping Australians turn their property goals into reality. My background in high-level sales and finance—including managing high-net-worth clients at American Express and enterprise clients in the tech industry—combined with my own experience building a property portfolio, gives me a practical and strategic approach to guiding clients through their next purchase.Whether you're buying your first home, refinancing, or expanding your investment portfolio, I offer tailored mortgage solutions designed to build long-term wealth and financial security.Let’s connect and explore how I can help you move forward with confidence. Book a free consultation: https://lintonfinance.com.au/book-appointment

I started my first company at the age of 17 and have since built and sold a £120m valuation business, managed over £400m of private capital, completed over £2bn worth of secured loans and managed a team of over 100 staff. I am embracing technology and opening up real estate investment opportunities to everyone. I founded TAB, a property finance and investment firm in February 2018. I saw a need for a lender that understood the requirements of bridging loans and had the experience to transact swiftly while taking a prudent approach to risk. As a result, I designed TAB’s lending model to have the flexibility to consider the wider spectrum of a borrower’s circumstances. TAB Market enables new and existing investors to access a range of lending and property investments. TAB’s products provide investors with an opportunity to invest in UK property and benefit even if they don’t have the usual means or know how. TAB knows the value of keeping things simple and transparent for everyone. If you have an enquiry or any questions please get in touch. TAB. Trust. Transparency.