Founder of TacticalExecution.com
San Francisco Bay Area
- Current
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- Principle at Tactical Execution
- Loan Officer at Windsor Capital Mortgage
- Past
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- Principle at Box14 Financial, Inc. (Self-employed)
- Business Development Manager at MadeToOrder.com
- Regional Sales Manager at Providence / World Wide Art Studios
- Business Development Manager at Pimlico Apparel (ID Wear)
- Education
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- Carleton University
- Recommended
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3 people have recommended Patrick - Connections
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166
connections
- Industry
- Marketing and Advertising
- Websites
Patrick Schwerdtfeger’s Summary
Patrick Schwerdtfeger is a fully licensed Mortgage Banker in Northern California (DRE #01424896) and originates purchase and refinance mortgage loans through Windsor Capital Mortgage Corporation (DRE #01050210), one of the largest brokerage firms in the country. Patrick provides the 'Beyond the Rate' information series as a service to prospective clients who wish to educate themselves on mortgages and the mortgage industry.
Patrick also holds regular seminars on pricing, underwriting and the untold truths of real estate finance. He has authored two industry handbooks: "Strategies for Seller Financing" and "Loans & Lenders; a Guide for Buyers & Borrowers". He has also been a repeat guest on "The Real Estate Connection" radio program on 960 AM "The Quake".
Patrick Schwerdtfeger’s Specialties:
The "Beyond the Rate" podcast series has been downloaded more than 17,000 times in 27 different countries, making it one of the most popular mortgage-related podcasts on iTunes. The series educates subscribers on the mortgage business. Listeners are given a detailed account of how the mortgage industry operates as well as tips on how to navigate through all the confusing loan programs and deceptive marketing techniques being used by some of today's Mortgage Brokers.
Patrick Schwerdtfeger’s Experience
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Principle
Tactical Execution
(Privately Held; Myself Only; Marketing and Advertising industry)
February 2007 — Present (1 year 9 months)
Tactical Execution is an information resource providing entrepreneurs and small business owners with detailed and tactical guidance on innovative marketing and small business positioning. You can find the free Tactical Execution podcast series on the iTunes Music Store.
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Loan Officer
Windsor Capital Mortgage
(Privately Held; 1001-5000 employees; Real Estate industry)
April 2004 — Present (4 years 7 months)
Residential & commercial purchase & refinance transactions.
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Principle
Box14 Financial, Inc. (Self-employed)
(Self-Employed; Myself Only; Financial Services industry)
September 2002 — April 2004 (1 year 8 months)
Liquidation of seller-financing business notes.
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Business Development Manager
MadeToOrder.com
(Privately Held; 51-200 employees; Marketing and Advertising industry)
January 2000 — September 2002 (2 years 9 months)
Promotional products distributorship.
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Regional Sales Manager
Providence / World Wide Art Studios
(Privately Held; 51-200 employees; Wholesale industry)
July 1998 — January 2000 (1 year 7 months)
Wholesale supplier of promotional merchandise.
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Business Development Manager
Pimlico Apparel (ID Wear)
(Privately Held; 201-500 employees; Wholesale industry)
August 1994 — July 1998 (4 years)
Wholesale supplier of promotional merchandise.
Patrick Schwerdtfeger’s Education
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Carleton University
B. Comm., Finance, 1989 — 1994
Additional Information
Patrick Schwerdtfeger’s Websites:
Patrick Schwerdtfeger’s Interests:
Sales, verbal & written communication, public speaking & teaching, technical analysis, economic modeling & forecasting and financial analysis.
Patrick Schwerdtfeger’s Groups:
Meetup & Webeneur, Toastmasters
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Internet Marketing Conference -
B2B Conversion Optimization Network -
B2C Conversion Optimization Network -
BizTechDay -
Entrepreneur & Small Business Academy
Patrick Schwerdtfeger’s Honors:
Patrick was an instructor at the 2007 Internet Marketing Conference held in Stockholm, Sweden. He will also be speaking at the 2008 Conference being held in Vancouver, Canada.
Patrick Schwerdtfeger’s Contact Settings
Interested In:
- expertise requests
- business deals
- reference requests
- getting back in touch
