Senior Mortgage Broker at California Mortgage Advisors
San Francisco Bay Area
- Current
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- National Intelligence Director at Market Rates Insight
- Mortgage Broker at California Mortgage Advisors
- Past
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- Sales Manager at Autodesk
- Broker/Co-Founder at California Mortgage & Real Estate Consultants
- President/CEO at Evolvement Entertainment
- Director of Marketing at New Gold, Inc.
- General Manager at New George's
- Education
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- San Francisco State University
- Recommended
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11 people have recommended Pat - Connections
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207
connections
- Industry
- Financial Services
- Websites
Pat Townsley’s Summary
• Business Development and Sales: Financial services broker, commercial and residentail real estate sales. New client development and sales trainer, multi-channel marketing strategies of display, print, radio, direct mail, telemarketing and seminars. Ensured industry compliance for state and federal regulations.
• Director of Marketing & Project Manager: Venture capital road show and C-level presentations, conferences and executive meetings. Project manager for business development, websites, marketing, media releases and investor relations. Performed research on multi-vertical markets, trends, emerging technologies and identified strategic B2B alliances.
• Executive Director & Event Field Manager: Sales & contract negotiations with clients, sponsors, agencies, talent, subcontractors, unions and union talent, venues, site visits, logistics and staffing. Produced trade show booths, event promotional tables, hospitality suites, networking/sales mixers, team-building events, new product roll-outs, live field marketing campaigns. Structure/outline event objectives, budget analysis, team updates, execution, post-event analysis, reporting and recommendations. Focus on public safety and local/state/federal regulations.
Pat Townsley’s Specialties:
• Finance, sales, event management.
• Public speaking. corporate training. C-level presentations amd executive road shows.
• Applications & Proficiencies: All Microsoft Suite (Word, Excel, PowerPoint, FrontPage etc), PhotoShop, PaintShop Pro, ACT!, FileMaker Pro, PageMaker, web coding in raw HTML. Mac friendly. Type apx 100+ WPM. Multi-platform CRM and LBS software experience.
• Technical Skills: Live sound, video and lighting engineer, A/V & production, voice over/VOG (live and broadcast).
Pat Townsley’s Experience
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National Intelligence Director
Market Rates Insight
(Financial Services industry)
March 2009 — Present (9 months)
Provides national financial institutions with competitive rate analysis, trends and forecasts for precise pricing of loans, deposits and fees. Clients include Top 150 national banks, credit unions and private equity firms.
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Mortgage Broker
California Mortgage Advisors
(Privately Held; Real Estate industry)
January 2008 — Present (1 year 11 months)
Full service Real Estate Financing and Estate Consulting; Purchase and Refinance loans. Residential, vacation, investment properties, 2-4 units. Conforming to super jumbo, lines, loans, hard money, construction, fixed, ajustable, California and all 50 states. Real estate broker #01234350
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Sales Manager
Autodesk
(Public Company; ADSK; Computer Software industry)
July 2008 — March 2009 (9 months)
LBS Division sales manager and corporate trainer of Autodesk GPS location services software for Verizon Wireless, Sprint/Nextel and other national wireless carriers.
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Broker/Co-Founder
California Mortgage & Real Estate Consultants
(Financial Services industry)
March 1998 — March 2008 (10 years 1 month)
Senior Broker and SVP of Sales & Marketing. Mortgage Broker & Realtor for residenetial, investment and commercial real estate transactions.
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President/CEO
Evolvement Entertainment
(Entertainment industry)
September 1994 — July 2004 (9 years 11 months)
Agency booking bands, actors, voice and professional entertainers, serving live venues to fortune 500 companies by producing special events, field marketing campaigns, trades shows and corporate seminars.
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Director of Marketing
New Gold, Inc.
(Venture Capital & Private Equity industry)
February 2000 — November 2000 (10 months)
Dot-Com B2B multi-vertical VC. DM and PM of business development; C-level presentations, strategic alliances, road shows, angle-round pitch meetings, developing concepts, content, marketing, media releases and investor relations.
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General Manager
New George's
(Financial Services industry)
1989 — 1996 (7 years )
Pat Townsley’s Education
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San Francisco State University
Bachelor of Science , Business & Marketing , 1994 — 1999
Additional Information
Pat Townsley’s Websites:
Pat Townsley’s Interests:
Business development, project management, networking, public speaking, promoting "forward-thinking" companies, web development, informational seminars, producing special events, road trips, family time, mentoring/leader for Scouts.
Pat Townsley’s Groups:
Affiliated with Better Business Bureau, San Rafael Chamber of Commerce, National Association of Mortgage Brokers and The Referral Institute. Former President of Business Network International.
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Infosys -
Writing Mafia -
Boy Scouts of America Adult Volunteers -
E-Commerce Network -
Competitive/Market Intelligence Professionals -
San Francisco State University, College of Business Alumni -
Banking Connects -
Society of Competitive Intelligence Professionals -
Referral Institute "Referrals For Life" Moving Relationships Into Profit -
Autodesk'ers -
NAMB National Association of Mortgage Brokers -
SF State Alumni -
BNI Business Connections; Business Network International -
Autodesk Network -
Mortgage World Bankers -
Project Workforce Management -
Marin Council, Boy Scouts of America -
Linked Local Marin County
Pat Townsley’s Honors:
Certified Networker, Referral Institute, 2007
State Licensed Broker #01234350, 2005
Bachelor of Science, Business Administration & Marketing, SFSU, 1999
Associate in Arts, Liberal Arts & Science, College of Marin, 1990
Eagle Scout, Marin Council, 1983
Pat Townsley’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- expertise requests
- reference requests
- getting back in touch
