Author

Authors

Ricky Novak

Ricky Novak is a co-founder of The Strategic Group of Companies based in Atlanta and is CEO of Strategic 1031 Exchange Advisors, LLC. He specializes in niche areas of tax planning and works directly with high-net-worth investors, family offices and their trusted advisors. Mr. Novak’s expertise focuses on tax-deferred 1031 exchanges, Delaware Statutory Trust (DSTs), tax-deferred Opportunity Zone funds, and numerous federal and state-sponsored tax credit strategies. He would like to give special thanks to the 1031 team at Strategic 1031 Exchange Advisors for their assistance in researching and proofreading this article.

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Edward Nwokedi

Edward Nwokedi is CEO of RedSwan CRE, which is a pioneering platform for tokenized commercial real estate. He has 17 years of experience with brokerage and client-advisory services, working with Colliers International and for 15 years as Cushman & Wakefield’s capital markets group executive director. He is one of Houston’s repeat top performers with more than $2 billion in successful transactions. Prior to his commercial real estate finance career, Nwokedi was a Silicon Valley entrepreneur who founded a venture-backed startup and sold it for $100 million to a Fortune 500 company. Reach Nwokedi at ed@redswan.io.

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Jay O’Brien

Jay O’Brien is the co-founder of Client Giant, an automated engagement platform for client care and employee happiness. A driving force behind the company, O’Brien consistently ensures unrivaled client experiences for business owners in diverse industries. Before launching Client Giant, O’Brien excelled as a leading real estate agent in California, earning accolades such as the 30 Under 30 award from the National Association of Realtors.

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Ryan O'Connor

Ryan O’Connor is the CEO of Unreserved, an online platform that has introduced transparency to real estate via auctions, effectively ending blind bidding and changing the way homes transact. O’Connor is no stranger to disrupting the “legacy way” of doing things as he also founded Canada’s fastest-growing automotive company and largest digital car auction platform, EBlock, which has auctioned off billions of dollars worth of cars online and continues to grow exponentially. Reach O’Connor at ryan@unreserved.com.

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Beth O’Brien

Beth O’Brien is president and CEO of CoreVest, the leading private lender to residential real estate investors. Previously, O’Brien was executive vice president at Auction.com and president of AuctionFinance.com, where she founded a proprietary private money lender geared toward the investor market. O’Brien also held positions at Citigroup and Goldman Sachs. She has more than 25 years of mortgage industry experience and has overseen more than $15 billion in transactions.

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Scott Oakley

Scott Oakley is CEO and co-founder of MooveGuru and YourHomeHub. YourHomeHub is the first-of-its-kind homeowner dashboard created for real estate professionals and loan officers to help clients manage everything in their home while staying top of mind in the process. Learn more at yourhomehub.com.

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Steve Octaviano

Steve Octaviano is chief technology officer at Blue Sage Solutions, a role he’s held since 2016, helping the company drive growth and technical innovation projects. His career is marked by successful design, development and delivery of complex and innovative mortgage lending and transaction management systems in financial services. Octaviano has worked with this core team within several prior organizations. Before Blue Sage, Octaviano spent nine years with IBM’s Global Business Services responsible for IBM’s Lender Solutions
platform architecture and technical business strategy.

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Michael Oddi

Michael Oddi is the chief marketing officer at Velocity Mortgage Capital. He is responsible for the company’s brand image, messaging, marketing communications and media strategy.

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Roger Odoardi

Roger Odoardi is a co-founder, partner and licensed mortgage broker at Blue Water Mortgage Corporation, an independent mortgage broker serving Massachusetts, New Hampshire, Maine, Connecticut and Florida with 20-plus years of experience in the financial services industry.

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Suzanne Okun

Suzanne Okun is president of Premier Processing LLC, a professional third-party processor licensed in 46 states. Premier Processing, which is headquartered in Southfield, Michigan, understands the questions and challenges mortgage brokers encounter with processing loans and offers hands-on service at no cost to the broker. Okun is a successful executive with more than 25 years of success in the financial-marketing and mortgage industries. She has a proven record of increasing volume while improving efficiencies and encouraging interaction.

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Lee Oller

Lee Oller leads the Merchants Capital office in Chicago and brings 26 years of experience as a chief and LEAN underwriter. She has produced more than 350 closed transactions involving Federal Housing Administration (FHA) and U.S. Department of Housing and Urban Development (HUD) loan platforms. She has a deep understanding of FHA, multifamily and affordable housing, allowing Merchants Capital to grow its local presence in Chicago and regionally across the Midwest. To learn more about Merchants Capital, visit merchantscapital.com.

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Scott Olson

Scott Olson is executive director of the Community Home Lenders of America (CHLA). CHLA is the only national association exclusively representing independent mortgage bankers and is comprised of small and midsized community-oriented mortgage lenders and servicers.

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