2021 NRMLA Annual Meeting Conference Book

www.nrmlaonline.org National Re verse Mortgage Lenders Association 24 Speaker Bios Zeb Lowe, Open Mortgage Zeb Lowe is the Senior Director of Learning and Development at Open Mortgage. Zeb has over a decade of experience in both the mortgage Industry and the education sector as a Loan Originator (traditional and reverse), distance educator, course creator and designer, trainer and content creator. Zeb is also a tenured Instructor of English at Lamar Port Arthur (LSCPA) where he is able to draw from emerging academic instructional and learning methods to provide relatable, purpose - driven content to Loan Originators and clients. Michael McCully, New View Advisors Michael McCully is a career investment banker with more than 40 years of transaction, investment and operational experience. New View Advisors provides strategic advisory, product development, credit risk management, and valuation services to the reverse mortgage industry. Mike worked on some of the mortgage industry’s earliest structured cash flow transactions before establishing himself in corporate finance and M&A in the 1990s. In the decade prior to forming New View Advisors in 2008, he led teams of professionals to buy, sell, and operate portfolio companies at Lehman Brothers, including Financial Freedom Senior Funding Corporation, then the nation’s largest reverse mortgage originator and servicer. Mr. McCully received his BA in Economics from Cornell University. Jim McMinn, Longbridge Financial, LLC Jim is Sales Training Manager at Longbridge Financial. An industry veteran, Jim brings 25 years’ experience in sales, training and leadership roles and has worked exclusively in the reverse mortgage industry since 2002. Throughout his career, Jim has worked with several major mortgage lenders including Wells Fargo, MetLife, and most recently, Finance of America Reverse. In his role with Longbridge, Jim specializes in teaching others about all things reverse – the products, the history, the regulations and his proven sales techniques. He has a passion for building relationships and takes a special sense of pride in coaching Longbridge sales staff and its partners so that clients can improve their cash flow to have a better retirement. Jim Milano, Weiner Brodsky Kider PC Jim Milano is a member of the law firm of Weiner Brodsky Kider PC, based in Washington DC, where he practices in the areas of mortgage banking, consumer finance, financial institutions and mortgage and secured transactions law. Milano serves as co - general counsel to the National Reverse Mortgage Lenders Association and is nationally recognized as one of the leading lawyers in the area of reverse mortgage law. A significant portion of Milano’s practice focuses on matters involving the marketing, origination and investment in, and servicing of, reverse mortgages. Josh Moran, Open Mortgage, LLC Josh Moran started his career in the reverse space as an AE for Sun West Mortgage in 2007 and from there moved to Urban Financial, where he helped expand FAR's footprint on the West Coast. In 2013, he moved to Live Well Financial as SVP of Wholesale, where he started and grew the wholesale and correspondent channels helping Live Well become a top 5 Lender. He is currently the SVP of wholesale lending at Open Mortgage, also helping to grow them into a top 5 wholesale lender in the space.