Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Brian McMahon

Hanalei,HI

Summary

Mr McMahon has 20 plus years of experience in many facets of residential and commercial real estate, including lending, raising debt and equity, acquisitions, disposition, underwriting, asset management, and providing various advisory services. In his banking career, he originated and underwrote loans for numerous banks, including Wells Fargo and the Private Client Group at HSBC. Prior to his career in institutional banking, from 2002-2007 he ran one of the largest retail loan origination companies in the SF Bay Area, Diablo Funding Group, which grew into one of the largest lending platforms in the United States, funding in excess of $5BB a year in retail business. Mr McMahon was Managing Partner and top producer for the organization. Mr. McMahon also has extensive experience in acquisition, evaluating, consulting, and analysis of cannabis related companies and properties. Brian has put to work his 20 plus years of real estate experience, to propel him as an industry expert in the cannabis lending space. Brian understands how to critically evaluate cannabis companies and properties, and has closed numerous cannabis real estate equity and debt transactions.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Compliance Manager

DRP
  • (designated responsible person for Company)
  • Hired full C Suite across multiple verticals
  • Established and implemented business procedures and process improvements
  • Analyzed and presented financial standings and cost effectiveness to other partners and investors.

Managing Partner

Kultivate LLC
Sacramento, CA
12.2020 - 06.2022
  • Curated complete business plan for 300 acre cannabis farm in Lake County Ca
  • Full financial forecasting, capital raise for both debt and equity, generated strategic partnerships for long term success of organization

Business Development Director

Red Tower Capital Inc
San Francisco, CA
02.2020 - 11.2020
  • AS DBD at Red Tower Capital, I have been responsible for moving numerous strategic initiatives forward within the company, to include Loan Referral Partner marketing and outreach, Loan Origination, Key industry relationship business and relationship building, and executing on both the short and long term objectives of the organization
  • Leveraged industry trends and competitive analysis to improve customer relationship building
  • Established, initiated and optimized business development strategies based on company targets, product specifications, market data and budget factors
  • Coordinated innovative strategies to accomplish objectives and boost long-term profitability.

Chief Financial Officer

Joyus Recreation And Wellness Group
Oakland, CA
08.2018 - 12.2019
  • As CFO at Joyus Recreation and Wellness Group, I raised all of the initial capital for the company and organization, and leveraged proven industry relationships to curate the entire platform for the project
  • My responsibilities included:
  • Analyzed operational issues and implemented corrective action plans to improve profitability and efficiency
  • Worked closely with audit team to prepare accounts and documentation as well as conduct audits according to all regulatory requirements
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets
  • Offered advice to other executive leaders on strategies to improve financial growth
  • Built and deployed strategies to achieve company vision and enhance tactical operations.

Mortgage Loan Officer

Pacific Mortgage Consultants
San Rafael, CA
03.2015 - 10.2018
  • Worked with underwriters to fix application problems and resolve issues
  • Explained different types of loans pertaining to client situations
  • Fielded customer complaints and provided solutions
  • Developed and maintained relationships with local real estate agents
  • Originated, reviewed, processed, closed and administered customer loan proposals
  • Reviewed and edited loan agreements to promote efficiency and accuracy
  • Recommended loan approvals and denials based on customer loan application reviews
  • Monitored social media and online sources for industry trends.

Northern California Branch Manager

Amerifirst Financial City of
Los Angeles, CA
11.2013 - 07.2014
  • Uncovered and resolved strategic and tactical issues impacting sales management and business operations
  • Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches
  • Identified and capitalized on community business opportunities with effective networking
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations
  • Submitted loan applications to loan underwriter for verification and recommendation
  • Gathered and reviewed customer feedback to improve operations
  • Led team of 8 staff
  • Originated, reviewed, processed, closed and administered customer loan proposals.

Loan Originator

HSBC Bank
San Mateo, CA
04.2010 - 07.2012
  • Achieved $50M in loan production in first year with bank
  • Originated largest loan $7M with HSBC Private Bank
  • Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency
  • Collected information from banks, institutions and employers to assess applicant eligibility
  • Examined customer loan applications for loan approvals and denials
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.

Managing Partner, Senior Loan Officer

Lamorinda Funding Group LLC
Lafayette, CA
08.1997 - 05.2005
  • Managed over 60 loan officers and 20 employees
  • Funded over $1B in mortgages annually
  • Was Top Producer for the entire organization, over 600 loan officers
  • Analyzed and presented financial standings and cost effectiveness to other partners and investors
  • Established and implemented business procedures and process improvements
  • Originated, reviewed, processed, closed and administered customer loan proposals
  • Examined customer loan applications for loan approvals and denials.

Mortgage Loan Originator

Right Trac Financial Group
Lafayette, CA
10.1995 - 10.1997
  • Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships
  • Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency
  • Reviewed loan files and updated to match current standards
  • Worked with underwriters to fix application problems and resolve issues.

Restaurant Consultant

Croce Restaurant Group
San Diego, CA
06.1994 - 03.1995
  • Reviewed business finances and back-end administrative procedures
  • Updated business appearance, decor, social media accounts and promotional strategies
  • Discussed menu items with customers and suggested promotional items to increase sales
  • Complete overhaul and menu curation, wait staff training, product and food procurement

Managing Partner, General Manager

Grand Wailea Resort & Spa Wailea
Maui, HI
09.1992 - 04.1994
  • Worked in tandem with star Chef Kathleen Daelemans, James Beard Rising Star 1993
  • Ran profitable cooking classes at Hotel
  • Restaurant was published in over 600 publications, including four NY Times reviews
  • Member of ISPA, HRC (Hawaiian Regional Cuisine)
  • Analyzed and presented financial standings and cost effectiveness to other partners and investors
  • Established and implemented world class servie business procedures, processes and improvements
  • Prepared annual budgets with controls to prevent overages
  • Drove year-over-year business growth while leading operations, strategic vision and long-range planning.

Banquet Captain

Ritz Carlton Hotels Kapalua
Maui, HI
04.1992 - 01.1993
  • Set and enforced Ritz Carlton performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction
  • Organized banquet storage and surrounding areas to facilitate access to products and materials
  • Delegated tasks to staff members to maximize production under tight deadlines
  • Managed budgeting and invoicing for both large and small-scale events.

Restaurant Food Server

Westin Maui Resort & Spa Kaanapali
Maui, HI
09.1990 - 12.1992
  • Host of the Month, January 1991
  • Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers
  • Arranged and prepared tables for customers to offer memorable experiences to guests and foster repeat business.

Education

Business

Chabot College

Skills

  • Sales training and leadership
  • Gorilla marketing
  • Prospect targeting
  • Financial operations
  • Lead prospecting
  • Network Development
  • Sales
  • Customer Relations
  • Revenue Generation
  • Sales expertise
  • Interpersonal communication skills
  • Problem solving strength

Certification

Ca Department of Real Estate, License # 01206934

Affiliations

461894

Timeline

Managing Partner

Kultivate LLC
12.2020 - 06.2022

Business Development Director

Red Tower Capital Inc
02.2020 - 11.2020

Chief Financial Officer

Joyus Recreation And Wellness Group
08.2018 - 12.2019

Mortgage Loan Officer

Pacific Mortgage Consultants
03.2015 - 10.2018

Northern California Branch Manager

Amerifirst Financial City of
11.2013 - 07.2014

Loan Originator

HSBC Bank
04.2010 - 07.2012

Managing Partner, Senior Loan Officer

Lamorinda Funding Group LLC
08.1997 - 05.2005

Mortgage Loan Originator

Right Trac Financial Group
10.1995 - 10.1997

Restaurant Consultant

Croce Restaurant Group
06.1994 - 03.1995

Managing Partner, General Manager

Grand Wailea Resort & Spa Wailea
09.1992 - 04.1994

Banquet Captain

Ritz Carlton Hotels Kapalua
04.1992 - 01.1993

Restaurant Food Server

Westin Maui Resort & Spa Kaanapali
09.1990 - 12.1992

Compliance Manager

DRP

Business

Chabot College
Brian McMahon