Brock Freeman

Partner

Kirkland Family Office

Jan 2018 - Current (8 years 7 months)

The Kirkland Family Office was established to provide the Freeman and Carsley families with a dedicated approach to wealth management, ensuring the preservation and growth of their assets.

Founder

Kosah

• Conduct product discovery and research with customer interviews. • Inspire & influence remote team by articulating & continuously reinforcing product vision & priorities. • Write user stories, create wireframes, write code to ensure high-quality product. • Successfully launched app; however, did not gain adequate market traction.

General Manager

Freeman Motor Company

At the request of my brother, the owner of the company, I joined to assist with the business and launch a second location. • Led the launch of a second location, increasing sales volume by 300% to over $600,000. • Achieved a 25% reduction in operational costs by standardizing processes. • Implemented standardized operating procedures to improve customer satisfaction.

Loan Underwriter

Glendale Federal Bank

• Conducted detailed risk assessments and due diligence on mortgage loan applications to ensure compliance with lending criteria. • Evaluated borrower creditworthiness, collateral, and financial statements for informed loan approval decisions. • Prepared comprehensive underwriting reports and documentation to support loan approval decisions.

Founder

Sakura Technology LLC

・Developed and launched a custom bilingual financial and accounting application for the Taiwan market. ・Expanded the company's scope to include consulting and advisory services, leveraging expertise to help clients navigate complex business challenges. ・Through work with clients and connections in the industry, identified opportunities for strategic investments, which ultimately led to a shift in the company's focus towards managing its own investments. ・Over time, advisory work and investment management became the primary focus of the company, with a strong network of relationships in Taiwan and beyond driving growth and opportunities.

H

Lending Manager

HK Private Capital Ltd

• Established comprehensive due diligence guidelines and processes for short-term construction and infrastructure project financing. • Conducted thorough underwriting on loan applications, ensuring compliance with company standards and mitigating risk.

M

Loan Underwriter

MILA Mortgage Investment Lending Associates Inc

• Developed an Excel-based underwriting system, saving over two hours per file, increasing efficiency. • Conducted thorough risk assessments on non-prime mortgage loan applications for compliance. • Collaborated with loan officers and processors to streamline underwriting process and improve turnaround times.

M

Director of Information Technology

MILA Mortgage Investment Lending Associates Inc

• Led team to design and develop industry's first web-based comprehensive loan underwriting, processing, and secondary marketing platform. • Managed team of ten, including technical/IT manager, development manager, support and programming staff.

T

Regional Sales Manager

The Mortgage Store

Led a high-performing sales team and developed a robust network of loan brokers across the Northwest US, driving sales to over US$90,000,000 per year and consistently exceeding targets at 150% of quota. Spearheaded a strategic CRM implementation, which resulted in a 25% increase in sales.

S

Sales & Marketing Director

ShaoLin Microsystems Ltd

• Established and managed Sales and Marketing Department, overseeing team recruitment. • Secured early implementations of software with key executives from top organizations in Hong Kong and China. • Formed strategic partnerships with industry giants like Borland, HP, and IBM to drive market growth and expand channel partnerships.

E

Advisor

Equity St Capital

Advised Equity St. Capital principals on commercial real estate private equity deals and debt structuring.

N

Analyst

National Securities Corporation

• Enhanced market regulation changes delivery from one week to same day, ensuring timely information dissemination. • Produced weekly Taiwan economic and market report for international institutional clients. • Developed skills in market analysis, report writing, and client communication.

Chief Operating Officer

Kirkland Capital Group

Kirkland Capital Group is an investment fund manager combining 75+ years of investment management, real estate, and technology experience to Build and Fortify Your Wealth. Their principal preservation focused income fund generates passive high-yield income, delivering double-digit returns. Investors feel happy they capture strong returns, and are doing good, as the Fund’s micro-balance real estate loans are used to rehabilitate middle-income affordable housing and neighborhoods, making a positive social and environmental impact.

M

Mortgage Wholesale Account Executive

MILA Mortgage Investment Lending Associates Inc

• Pioneered wholesale operations at MILA, establishing a strong foundation for the company's growth. • Leveraged CRM systems to enhance client interactions and streamline sales processes, resulting in increased loan submissions and approvals. • Successfully built and maintained a network of mortgage brokers, ensuring a steady flow of loans and repeat clients.

F

Advisor

Fractera

AI driven, double-blind, commercial real estate mortgage exchange platform for banks and REITS.

Solution Manager, Finance IT

Microsoft

• Microsoft finance budgeting and forecasting Solution/PM with a matrix team of 200+ and 1,000+ users. • Operations Maturity: 65% reduction in operations resource hours for each finance forecast cycle. • Quality Improvement: Used Business Intelligence (BI) to lower end-user service requests 58%.

Enterprise Architect

Trueblue Inc

• Aligned enterprise-wide solutions to drive digital & cloud transformation, reducing manual work by 75% and enhancing security with payroll tax automation project. • Implemented Oracle Fusion Cloud and MuleSoft for integrations, leading to a reduction in legacy systems and improved efficiency. • Led product management team and mentored teams transitioning to Scaled Agile Framework / Scrum.

Program Manager, Volume Licensing

Microsoft

• Built consensus and shared vision across groups, defined priorities, created full-scale parallel projects roadmap, communication plans, and drove 5-day reduction in Microsoft’s product launch time. • Process Maturity: reduction in process time by 50% for configuration of 750 new product SKUs/month. • Leadership: joint workshops and monthly strategy sessions across matrixed process stakeholders.

Senior Account Manager

Impac Mortgage Corp

Managed the Washington/Oregon territory for a publicly listed wholesale mortgage bank, building a strong network of loan broker clients. Utilized targeted email marketing and CRM to drive sales to over 200% of quota, resulting in high client satisfaction and referral business making up 60% of new clients.

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