• Built a $120 million per month retail branching platform in two years starting in 2011
  • CEO of national $4 billion/year, 250 branch mortgage conventional and FHA origination company with $75 million/year budget.
  • Visionary Leader
  • Mergers & Acquisitions analysis, negotiation and integration in the financial services area:
    • Mortgage Origination Companies
    • P&C Insurance Agencies
    • Title & Closing Services Companies
  • Regularly featured as subject matter expert in trade journals, Wall Street Journal, other major publications.
  • Focus on utilizing technology to create streamlined, efficient infrastructure to support the success of the company.
  • Strong belief that systems help support the people who build your business.
  • Respect for and focus on regulatory compliance.
  • Created “green” mortgage process and brand, Brightgreen Mortgage.
  • Brand Builder
  • “Shiny, Happy People” Philosophy that building a happy culture within a company is a requirement for sustainable success.
  • 2013-2014 Lender Advisory Board Member, PROGRESS in Lending Association
  • Panelist and Speaker at major industry events for MBA, NAMB, others
  • Served on MBA Forward Task Force 2008 – 2009
  • Serves on MBA Residential Production Committee
  • Served on Membership Committee NAMB
  • Chaired NAMB subcommittee on Net Branching
  • Presented “Net Branching Done Right” educational seminar to NAMB Legislative Conference 2007
  • Presented “Multi-State Licensing” educational seminar to NAMB Annual Convention 2007
  • Authored “Myths and Truths of Net Branching”
  • Served on Charlotte Chamber of Commerce Board of Advisors
  • Served on Board of Advisors, Ellie Mae
  • Served on several Roundtable discussion panels for Source Media
  • Served as Vice President of Board of Directors for Charlotte Civic Orchestra
  • Served on Mecklenburg County Zoning Board of Adjustment
  • “Daniel’s 10 Keys to Management Success”