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Monte Rose interviews...
Monte Rose, America’s “Kitchen Table” Coach and 17-year veteran in the Reverse Mortgage industry, conducts a series of insightful conversations with some of the leading personalities that have directly or indirectly influenced the industry extracting invaluable advice and wisdom in the process. Each 45-minute interview will be available each month to all enrollees in the MyTRAC Mentoring Webinars.
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 Mike Anderson
Founder,
BMA Financial Associates
Mike founded and operated BMA Financial Associates Inc for 40 years in the San Francisco-San Jose area, representing the Penn Mutual Life Insurance Company as a General Agent with 40 plus representatives specializing in funding estate tax planning needs as well as business insurance and pension planning services. He also founded and operated JDN Pension Consultants, and BCI Employee Benefits.
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 Eric Bachman
Founder & CEO,
Golden Gateway Financial
Golden Gateway Financial is the first un-biased reverse mortgage marketplace. Prior to focusing on senior and boomer related financial needs, Eric spent 20+ years in financial services in large companies like Wells Fargo, Dean Witter/ Discover, and US Bank, as well as multiple start-ups in the payment/ technology/ service spaces. He is excited to be associated with an industry with such a large opportunity for growth and societal benefit.
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 Peter Bell
President,
Dworbell, Inc.
Dworbell, Inc. is a Washington, DC-based advocacy and communications company that manages the National Aging in Place Council (NAIPC) and National Reverse Mortgage Lenders Association (NRMLA). Mr. Bell has served on numerous housing industry committees and HUD task forces and frequently testifies before Congress.
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 Tom Dickson
My Sales Ally
Most of Tom’s career has been focused on sales and revenue growth. As a former multi-million producer salesman, he is passionate about sales and everything that goes with it. Tom has trained and mentored hundreds of sales professionals in how to sell to financial advisors and has helped launch new sales channels for industry leaders such as: Wells Fargo, Chase, American Century, American Home Mortgage, Fidelity, Mellon, and many others. |
 Mary Furlong
President & CEO,
Mary Furlong & Associates
Mary is a leading authority on the baby boom generation as it moves toward and beyond age 50. She has guided the offline and online 45+ market strategies of leading corporations and nonprofit organizations for more than 20 years with a list of clients that include IBM, Johnson & Johnson, Merrill Lynch, Viacom, Proctor & Gamble, Pfizer, Microsoft and AARP. |
 Jane Glenn Haas
Journalist/Founder, WomanSage
Jane is a multi-media personality – a newspaper writer, national columnist, book author, television host, professional speaker and founder of WomanSage, a non-profit organization dedicated to empowering, educating and fostering mentoring relationships among women at midlife.
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 Bart Johnson
President & CEO,
Life Stages Financial, Inc.
Former President,
Financial Freedom
Bart heads Life Stages Financial, a reverse mortgage company evolving into a ’50+’ financial and lifestyle services company. He was most recently President of Financial Freedom, where during his tenure he drove 7X growth in unit volume and 12X growth in dollar volume, converting a net loss in 2002 to a $52+ million profit in 2006, and increased market value by $600 million.
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 Jim Mahoney
Founder & Former Chairman,
Financial Freedom
Jim has been involved in the development, design, marketing, origination, and servicing of home equity conversion loans (reverse mortgages) since 1990. He served as CEO and Chairman of Financial Freedom Senior Funding Corporation and was Chairman of the Board until his departure this year. Jim is one of the leading authorities on reverse mortgage programs and a founding director of the National Reverse Mortgage Lenders Association. |
 David Peskin
Founder & CEO,
Senior Lending Network
As founder and CEO of Senior Lending Network, one of the top three reverse mortgage companies in the nation, David has a proven history of facing business challenges and identifying new market opportunities. A veteran business strategist, his unique and innovative philosophies have brought significant growth opportunities to Senior Lending Network and to the mortgage industry as a whole. |
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 Marshall Reddick
CEO,
Marshall Reddick Real Estate Network
Dr. Reddick has a PhD in Business Administration. He was a professor at California State University-Los Angeles for almost 30 years, where he founded and headed the school’s Entrepreneurship Program and ran its Real Estate Continuing Education Program for 20 years. |
 Robert D. Yeary
Chairman and CEO,
Reverse Mortgage Solutions, Inc.
Bob has nearly 40 years management experience in all aspects of mortgage banking. In early 2006, he assembled some of the best reverse mortgage talent in the industry, which has provided the foundation of the management of RMS. Bob’s focus is on growing RMS through strategic alliances, unique product offerings and a full range of reverse mortgage services. |
 John Yedinak
Founder & Editor,
Reverse Mortgage Daily
Reverse Mortgage Daily is the leading independent source for news, commentary and analysis on the reverse mortgage business. Founded November 25, 2006 as a weblog dedicated to covering all aspects of the mortgage business, in less than two years it has become the leading independent source for news, commentary and analysis on the reverse mortgage business. |
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