Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
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Sean Richardson

Summary

Strategic-thinking individual experienced in turning low-performing organizations into top revenue producers. Offering engaging and pleasant personality with expertise improving customer relationships.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Director

Trail Portfolio Services
07.2013 - Current

Assisted mortgage brokers review and prepare their businesses for either sale of for management by TPS

Director

Radial Data
01.2017 - 12.2023

Founded a digital business that enabled mortgage brokers to reconcile multiple commission statements into a consolidated format with easy to view reporting insights

Director

Freshwater Financial Services
12.2003 - 06.2023

Founder & PARTNER of a mid size mortgage brokerage business

Mortgage Broker

MortgagePort
09.2002 - 12.2003

Established a broking business inside an existing wholesale mortgage manager.

Credit Analyst + Sales & Distribution

AMAL
09.1995 - 09.2002

Credit analysis of broker transactions that were funded by non bank lenders. Overtime assumed broker relationships to drive more volumes

Education

Graduate Diploma - Finance

KAPLAN
Sydney, NSW
01.2002

Skills

  • Staff Development
  • Project Coordination
  • Business Administration
  • Business Planning
  • Business Development

Websites

Certification

Responsible Manager - Australian Credit Licence No. 377179

Justice of the Peace - No. 185583

Mortgage & Finance of Australia Association -

Timeline

Director

Radial Data
01.2017 - 12.2023

Director

Trail Portfolio Services
07.2013 - Current

Director

Freshwater Financial Services
12.2003 - 06.2023

Mortgage Broker

MortgagePort
09.2002 - 12.2003

Credit Analyst + Sales & Distribution

AMAL
09.1995 - 09.2002

Graduate Diploma - Finance

KAPLAN

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Sean Richardson