Phillip S. has extensive work experience in the financial and mortgage industries. Phillip is currently the Chief Financial Officer at Member First Mortgage LLC, a position they have held since August 2021. Prior to this, they served as the Chief Financial Officer at Graystone Mortgage, LLC from November 2016 to August 2021.
Phillip also has experience as a Partner/Contract CFO/Controller at IAAS LLC from September 2014 to May 2017. In this role, they provided interim CFO/Controller services for multiple mortgage banks and implemented strong accounting controls and policies.
Before that, they were an Assistant Controller at Stearns Lending from April 2012 to September 2014, where they managed accounting and financial reporting for the mortgage bank. Phillip also worked as an Executive Accountant at Pacific Union Financial, LLC from October 2011 to April 2012, where they led the conversion of accounting software and assisted with regulatory exams.
Earlier in their career, Phillip held various controller roles at American Financial Network Inc., Ascension Management Inc., and Play N Trade Franchise Inc. Phillip was responsible for financial reporting, budgeting, and analyzing investment opportunities.
Overall, Phillip S. has demonstrated expertise in financial management, accounting, and mortgage industry regulations.
Phillip S. completed their Bachelor's of Science degree in Business Administration with a major in Accounting and a minor in Economics from the College of Business and Economics at California State University-Fullerton. Phillip earned this degree between the years 2000 to 2004. Additionally, they obtained a Bachelor's of Science degree in Business Administration from California State University of Fullerton, with the specific years of study unknown.
August, 2021 - present