Jonathan Parnell
CEO FOUNDER
San Diego,CA
Summary
Results-driven business leader with a robust history of steering companies towards success and fostering a culture of excellence. Collaborative leadership approach aligning teams with organizational objectives and driving performance. Adept at navigating complex challenges, fostering innovation, and ensuring adaptability to evolving market conditions, with a focus on strategic planning and operational excellence. Experienced leader with a strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence. Consistently the top 1% at every company,
Overview
15
15
years of professional experience
1
1
Certification
Work History
Founder
ANGEL OAK TREE LLC
01.2016 - Current
- Established relationships with over 1,000 Clients over the past 8 years using a robust CRM hand-tailored to help clients eliminate over 50 million in revolving debt through creative financing
- Developed strategic partnerships with key stakeholders in the mortgage industry, driving collaboration and improving service delivery across all lending operations.
- Bolstered service quality and planning by developing and leading training programs for junior staff members at lending institutions
- Implemented system-wide changes for over 300 loan officers remotely with a financial-based planning approach focusing on real estate as the foundation for building generational wealth
- Developed 22-acre property through structured financing enabling a client to subdivide the property into 4 lots zoned agricultural that were converted into multiple homes and Accessory Dwelling Units that produced a debt service ratio of over 3.0
- Successfully listed multiple investments for clients on Airbnb and other platforms that produced on average of $1,100 per night
- Scaled operations exponentially increasing revenue from $50,000 in 2020 to $400,000 in 2022
- Successfully launched Angel Oak Tree LLC with no seed capital alone in my living room through telemarketing & organic relationships built over the past decade
- Acquired several properties internationally in Turkey, Portugal, and other regions through creative financing which resulted in over $5,000,000 in profits for my clients
- Established a successful business by identifying market needs and developing innovative solutions.
- Led the strategic planning process to define business goals and ensure alignment across all departments.
Sr. Executive Mortgage Banking
GLOBAL EQUITY FINANCE INC.
01.2012 - 12.2015
- Achieved over $45MM in real estate fundings in 2014
- Elite Manager recognition for leadership
- Streamlined operations for increased efficiency by identifying bottlenecks in sales processes and implementing targeted solutions.
- Established company records for the most real estate fundings in a month at 40
- Reached the highest average revenue per loan of over $12k.
- Triple Crown champion : A winn in all 3 categories in a quarter. Name engraved on a the most prestigious trophy that will be displayed at the Corporate headquarters,
- Top Unit Producer / Top Volume Producer
- Fast Track Champion 10 loans in the first 2 months, and approvals within 7 business days of UW submission.
- Boosted operational efficiency through implementation of lean principles, resulting in reduced waste and improved production timelines.
- Set aggressive targets for employees to drive company success and strengthen motivation.
Investment Banking Associate
MERRILL LYNCH
01.2010 - 12.2012
- Initial IPO of Facebook which is one of the 10 largest IPOS in history trading over 420mm shares they first day
- Raised $100mm in AUM year one all from cold calling, seminars, and my own marketing
- Rookie of the year award
- Managed a team of ten Senior Loan Consultants forging new client relationships and servicing existing ones while maintaining a large client base
- Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
- Maximized performance by monitoring daily activities and mentoring team members.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Developed CRM database of qualified leads through referrals, cold calling, direct mail, email campaigns and networking.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
Education
Bachelor of Arts - Emphasis in English Literature
University of Massachusetts Amherst
Amherst, MA05-2004
Skills
- Average revenue per loan
- CRM software proficiency
- Debt service ratio
- Strategic financial analysis
- Initial public offering
- Investment strategy development
- Financial advisory proficiency
- Operational controls
- Fostering genuine connections
- Qualifying staff members
- Market analysis in real estate
- Real estate capital acquisition
- Revenue
- Strategic financing expertise
- Lead generation via phone outreach
- Evaluating training effectiveness
- Entrepreneurial and innovative
- Performance benchmarking
Accomplishments
Started my own business with no seed capital by setting up my own marketing, branding, lead generation system and set up creative financing which resulted in a 98% closing ratio and generational wealth built by using the principles from Merrill Lynch and constantly learning every possible guideline in commercial, residential, land development. Purchased a hotel in turkey through creative financing knowing the Lyra was not strong and my client was able to get $1.8mm USD at a 40 year loan Interest only for 10 years amortized over 40. Please see portfolio of projects completed,
Supervised team and changed the entire culture and process for 300 brokers at multiple companies resulting in streamlined efficiency and 50% less fall out.
Certification
- Presidents Club at Merrill Lynch
- Certified Mortgage Banker
- Airbnb host with and average of 2% DSCR and multiple homes built from ground up
- Elite Branch Manger
- Millionaires Club
- Triple crown
- Highest ratio of real estate submissions to closings 98%, average is 65%
Languages
English
Native or Bilingual
Spanish
Limited Working
Interests
- Avid Reader
- Personal Development and Self-Improvement
- Documenting and sharing travel experiences
- Stand-up Paddleboarding (SUP)
- Playing Sports
- Fashion
- Youth mentor, providing guidance and support to empower the next generation of leaders
- I enjoy cooking for friends and family gatherings
- Adventure Travel
- DIY and Home Improvement
- Camping
Affiliations
- University of Massachusetts Amherst
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
HybridRemoteOn-SiteImportant To Me
401k matchPaid time offFlexible work hoursCompany CultureHealthcare benefitsWork-life balanceCareer advancementStock Options / Equity / Profit SharingSoftware
Tech Savvy - Proficient Microsoft Office, Google Docs, with aptitude to learn new software and systems
Experience with over 20 CRMs, salesforce
Quote
Price is what you pay. Value is what you get.
Warren Buffett
Timeline
Founder
ANGEL OAK TREE LLC
01.2016 - Current
Sr. Executive Mortgage Banking
GLOBAL EQUITY FINANCE INC.
01.2012 - 12.2015
Investment Banking Associate
MERRILL LYNCH
01.2010 - 12.2012
Bachelor of Arts - Emphasis in English Literature
University of Massachusetts Amherst