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Our Team

Seasoned Expertise Meets Innovative Solutions

Our team is composed of industry veterans with decades of experience spanning Mortgage, Capital Markets, Secondary, Institutional Capital, Correspondent Lending, and Technology. This wealth of knowledge allows us to navigate the complexities of the financial landscape with confidence and precision.

Meet Our Management Team

Gregory Tsang
Gregory Tsang
CEO
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Tim Wang
Tim S. Wang
President & COO
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Amanda Roccia
Amanda Roccia
Credit Risk & Due Diligence
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Rich Zimmerman
Rich Zimmerman
Capital Markets
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Roy Park
Roy Pack
Operations
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Aaron Donley
Aaron Donley
Portfolio Management
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Kenley Mui
Kenley Mui
Controller
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Amy Downey
Amy Downey
Compliance
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Meet Our Sales Team

Lisa Schreiber
Lisa Schreiber
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Peter Heintz
Peter J. Heintz
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Jeff Vanderluit
Jeff Vanderluit
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Kris Willoughby
Kris Willoughby
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Derek Lewis
Derek Lewis
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Georgann DeGennaro
Georgann DeGennaro
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Amer Ahmed
Amer Ahmed
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Ann Griffith
Ann Griffith
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Corporate Locations

Charlotte office

Charlotte, North Carolina

1515 Mockingbird Ln, Suite 700
Charlotte, NC 28209
Pasadena office

Pasadena, California

21 Miller Alley, Suite 210
Pasadena, CA 91105

Together, we’re here to empower you with the resources and insights necessary to succeed.