Our mission is to create a faster, simpler and
more-inclusive mortgage process
– from start to finish.
Promontory MortgagePath LLC combines an intuitive, collaborative digital mortgage platform with comprehensive fulfillment services, giving lenders the progressive technology and scalability required to profitably compete in today’s residential mortgage market. Founded in 2015, we’re a fast-growing team of passionate problem solvers on a mission to fundamentally change the way lenders approach their mortgage businesses.
Our founder, Eugene (Gene) Ludwig, is widely recognized as a far-sighted thinker on the critical issues confronting financial services. A former federal regulator and banker, Gene served as U.S. comptroller of the currency under President Clinton before becoming vice chairman and senior control officer of Bankers Trust/Deutsche Bank.
Gene channeled his banking regulation, risk management and fiscal policy expertise into establishing Promontory Financial Group and Promontory Interfinancial Network. Since then, the Promontory name has become synonymous with excellence in compliance and risk management and is renowned for its ability to help financial companies resolve their most-pressing challenges.
Gene brought the same visionary leadership and dedication to bettering the financial services industry to the mortgage industry when founding Promontory MortgagePath in 2015.
Our Leadership Team
Driven by a leadership team with unmatched mortgage, operations, technology and compliance expertise, team members channel their knowledge into a complete digital and fulfillment solutions addressing every aspect of the mortgage lifecycle.
Adam provides strategic direction for the company. Prior to joining PMP, Adam was an Executive Director and Private Banker at J.P. Morgan and Senior Vice-President at Citi Private Bank. In these roles, Adam helped originate hundreds of millions in credit facilities and mortgages for the clients he served. In addition, he advised entrepreneurs, executives, and business owners on wealth management strategies including asset allocation, pre-transaction preparation, estate planning, and charitable giving.
Debora is an established industry leader with more than 25 years’ experience in business line development, risk management, operational strategy and expansion. In her current role, Debora leads Promontory MortgagePath’s robust and innovative client strategy, building a next-level service-delivery program supported by our technology suite. Prior to joining Promontory MortgagePath, Debora held leadership positions in mortgage banking and financial services firms such as Wells Fargo, HomeSide Lending, Mellon Bank and Dime/North American, driving expansion and profitability within each organization. Her continued Diversity & Inclusion leadership throughout her career has positively impacted many of her employers and colleagues. She was named one of HousingWire’s Women of Influence in the mortgage banking industry, as well as one of the “Elite Women in Mortgage” by Mortgage Professional Magazine.
Scott is a longtime software industry veteran, bringing over 20 years of experience in security, process improvement, scaling consumer facing applications and organizational design. His purposeful, results-oriented style coupled with his desire to build high-functioning, empowered teams guides Promontory MortgagePath’s product and engineering excellence. Prior to joining Promontory MortgagePath, Scott held executive and senior-leadership positions at Kindur, GitHub, Earnest and ThoughtWorks.
Paul is responsible for strategic growth initiatives, identifying and cultivating market opportunities and strategic partnerships and expanding Promontory MortgagePath’s overall footprint. Paul is a seasoned banking industry veteran with more than 30 years of experience in business development, state relations, association leadership, and public policy. Previously at the American Bankers Association (ABA) in a host of senior level positions spanning nearly two decades, Paul most recently served as Executive Vice President of the ABA-State Association Alliance. In addition, Paul also held various posts at America’s Community Bankers Association and its predecessors.
Colgate oversees all aspects of lending regulatory and legal matters for Promontory MortgagePath. Previously a consumer finance regulatory partner with Alston & Bird, Colgate counseled clients on federal and state compliance issues. Colgate also held a senior counsel position in the Office of Regulations at the CFPB, where he contributed to the development of key industry-changing rules and clarifications. Before joining the CFPB, Colgate was an attorney with the U.S. Department of the Treasury, where he was a member of the CFPB implementation team that developed policies on initial CFPB authorities and TRID disclosure prototypes.
Bryan provides deep mortgage-industry expertise with lending experience spanning nearly 30 years. He was previously head of compliance and risk for Clara Lending, mortgage enterprise risk officer for Zions Bancorporation and chief risk officer for Guardian Mortgage. In his current role, Bryan leverages his extensive industry knowledge to inform product roadmaps and feature prioritization and to guide the development of software enriching the lending experience.
Anne oversees the implementation of client engagements and the ongoing success of live client environments. Anne comes to Promontory MortgagePath after leading client-services, customer-success and tech-support teams for compliance software targeting the dietary-supplement industry. Together with Service Delivery, Training and Production Support teams, Anne helps clients confidently ramp up their mortgage operations by leveraging PMP’s fulfillment and tech offerings.
With over 20 years of information technology solutions expertise, David provides leadership on all aspects of information technology at Promontory MortgagePath. As one of the company’s earliest leaders, he designed and implemented a network strategy emphasizing security and intellectual property protection. David has been accountable for understanding the evolving regulatory and compliance landscape – with a special emphasis on asset protection. David is known for his thoroughness and dedication to cyber-security and threat management.
Theresa leads Promontory MortgagePath’s national strategy for mortgage fulfillment while partnering with internal stakeholder groups to execute on Promontory MortgagePath’s growth and fintech strategy. Theresa also oversees the performance and effectiveness of Promontory MortgagePath’s national mortgage operations, strengthening its culture of excellence in site performance, ensuring robust processes, redundant capacity and the highest quality for Promontory MortgagePath clients and their secondary market investors. Prior to joining Promontory MortgagePath, Theresa served as a client services executive at Volly. Possessing more than 20 years of industry experience, she has also held several management- and executive-level positions with Ellie Mae, Black Knight, Mortgage Cadence, Aurora Loan Services and Wells Fargo.
Join Our Team
Promontory MortgagePath is not your traditional mortgage shop: We’re a dynamic enterprise challenging the status quo. We’re building more than process – we’re building a culture focused on growth and development; on empowering people to apply their experiences in new, inspired ways; and on fostering an environment promoting personal and professional success.
At Promontory MortgagePath, you’re more than just a team member – you’re our greatest asset. We seek trailblazers craving an environment where they can have a real, lasting impact. And, we invest in our people and their ideas, providing the tools and resources necessary to help employees reach their full potential – so we can reach ours.
Are you a mortgage or tech expert driven to create extraordinary solutions?
Steve Politakis was named the Chief Executive Officer of Kitsap Bank and the President and Chief Executive Officer of Olympic Bancorp, the holding company for Kitsap Bank, on July 1, 2012. Steve joined Kitsap Bank in 2002 as a Senior Vice President and Chief Credit Officer and was promoted to Executive Vice President one year later.
At Kitsap Bank, Steve has played an integral role in growing the bank from $400 million to just over $1.4 billion in assets. During his tenure, the bank has had solid, consistent growth in core deposits with one of the lowest cost of funds in the Pacific Northwest. Under his leadership, the bank has maintained a well-diversified loan portfolio with excellent credit quality. During the great recession, Steve was instrumental in reducing exposure in riskier assets and the bank continues to maintain a strong credit culture.
As a privately held institution, the bank’s female family ownership, has provided a long-term vision of independence. This environment, along with consistent organic growth, allowed the bank to methodically acquire several financial institutions including, Mariner Bank based in Port Townsend, the deposits of Westsound Bank in Bremerton and Fife Commercial Bank based in Fife.
A commercial banker in the Puget Sound region for over 37 years, Steve began his career at Rainier Bank and also held senior management positions with Puget Sound Bank and Key Bank. Steve is a graduate of Washington State University, Northwest Intermediate Banking School and graduated with honors from Pacific Coast Banking School. He also attended the ABA Wharton CEO Leadership Lab in 2018. He is a life-long resident of the Puget Sound region and has been involved in numerous non-profit organizations, including United Way, Junior Achievement, Tacoma Youth Symphony and Bremerton Symphony. Steve is on the Board of Pacific Coast Banking School and is a member of the Washington Banker’s Association where he Chair’s the Education Committee. He is also a member of the Risk Management Association, serves on the Admiral Theatre and the Bremerton Symphony Endowment Boards and is the past chair of the Kitsap Economic Development Alliance Board.
Frank Zarb’s career highlights include serving as nonexecutive chairman of American International Group from 2005 to 2006 and as chairman of the Nasdaq Stock Market during the dot-com boom of the late 1990s. He is also known for having led the nation’s response to the first major oil embargo in the 1970s, when he served as the “energy czar” under President Gerald Ford.
As chairman and CEO of the National Association of Securities Dealers (the largest self-regulator in the U.S.) and the Nasdaq Stock Market from 1997 to 2001, Mr. Zarb drove the exchange’s emergence as a public company that handles stock trading around the clock and around the world.
Previously, he was chairman, CEO, and president of insurance brokerage firm Alexander & Alexander Services Inc.; vice chairman and group chief executive of The Travelers Inc.; and chairman and CEO of Smith Barney. Before joining Smith Barney, he served as a senior partner at Lazard Frères & Co. and as a general partner at Goodbody & Co.
Mr. Zarb served in various capacities in the Nixon, Ford, Reagan, Bush, and Clinton administrations. From 1971 to 1977 he was executive director of the cabinet-level Energy Resources Council, administrator of the Federal Energy Administration, and assistant to the president of the United States for Energy Affairs (the “energy czar”). He also served in the Nixon-Ford administration as associate director of the Office of Management and Budget and as assistant secretary of labor.
Mr. Zarb graduated from Hofstra University, where he also earned an MBA and an honorary Doctor of Law degree and is an adjunct professor of finance. The university has named its business school the Frank G. Zarb School of Business in his honor. He is an executive in residence at Columbia University and serves on the Council of Economic and Fiscal Advisors chaired by New York Governor Andrew M. Cuomo.
Morris Offit brings exceptional Wall Street finance expertise to Promontory Financial Group. He is chairman of Offit Capital and is also the founder and former CEO of OFFITBANK, a private bank specializing in wealth management, which merged with Wachovia Bank in 1999.
Morris began his career in 1960 at Mercantile Safe Deposit and Trust Company in Baltimore in investment research. He joined Salomon Brothers in 1969, and in his 10 years there he established the stock research department and subsequently held responsibility for fixed-income and equity sales.
Morris earned a Bachelor of Arts from the Johns Hopkins University and a Master of Business Administration from the Wharton School of the University of Pennsylvania. He was the recipient of an honorary degree of Doctor of Humane Letters from the Johns Hopkins University in 1996. In 1983, he served as adjunct professor of finance at the Columbia Graduate School of Business, lecturing on the secondary capital markets.
His primary affiliations include serving as a trustee of the Johns Hopkins University (he was chairman of the board from 1990 to 1996); trustee of the Jewish Museum (he was chairman of the board from 1987 to 1991); and trustee of the New York Historical Society. Morris also completed a three-year term as president of UJA-Federation of New York in 2007 and is chairman emeritus. From May 2005 to May 2013, he served as a director of American International Group Inc. and was chairman of the finance and risk management committee.
Jonathan (Jon) Beyman retired in 2014 as Managing Director- and Global Head of Operations and Technology of Citibank’s Institutional Client Group, a position he held since joining the Bank in 2008. ln that capacity, he managed and was accountable for the settlement, processing, control and regulatory compliance of $5 -trillion of daily transactions in the 100 countries where Citi does business. ln addition, Mr. Beyman was responsible for the development of software applications that supported the Bank’s market making and trading businesses, back office securities settlement, global payment networks, custody networks, portfolio management, risk management and financial management systems. Mr. Beyman also chaired Citi’s Chief Information Officer Council, a consolidated governance and decision-making body that set unified policies and standards across the bank.
After receiving a B.S. in Accounting from the University of Connecticut, Mr. Beyman started his career with Arthur Young & Company as an auditor and is a Certified Public Accountant. He joined Chemical Bank’s Operations Division after earning an MBA at Cornell and has performed a variety of senior management roles in financial services technology and operations over his 38-year career. Previously, Mr. Beyman served as the Chief Information Officer and Global Head of Operations and Technology at Lehman Brothers. He was also the Global Head of Investment Bank Operations at Credit Suisse, and in a stint outside of Wall St., Mr. Beyman was Chief Information Officer of Cendant Corporation, and Chief Operating Officer of Cendant’s diversified internet-based businesses.
Charles E. Haldeman, Jr. is the Non-Executive Chairman of S&P Global, the new name of McGraw Hill Financial that was approved by shareholders of the Company on April 27, 2016. S&P Global is a leader in credit ratings, benchmarks and analytics for the global capital and commodity markets. Mr. Haldeman has been the Non-Executive Chairman of the Company since April 2015. He is also the Non-Executive Chairman of KCG Holdings, lnc., an independent securities firm focused on market making and electronic trading, since November 2013, and is on the Board of DST Systems, Inc., which provides technology-based information processing and servicing solutions to the financial services and healthcare industries, since November 2014. He is the former CEO of Freddie Mac, the publicly traded mortgage company. He joined Freddie Mac in 2009 and stepped down as Chief Executive in 2012. Before joining Freddie Mac, he was Chairman of Putnam Investment Management, LLC and served as President and CEO of Putnam Investments from 2003 through 2008. Prior to his tenure at Putnam, Mr. Haldeman was Chairman and CEO of Delaware Investments and earlier served as President and Chief Operating Officer of United Asset Management Corporation.
Mr. Haldeman holds a Chartered Financial Analyst (CFA) designation. He was Chairman of the Board of Trustees of Dartmouth College from 2007 through 2010 and served as a trustee from 2004 through 2012.
Mike Heid is currently a member of Fannie Mae’s Board of Directors, where he serves as the Vice Chair of the Audit Committee and a member of the Compensation Committee. Mr. Heid previously worked at Wells Fargo from 1988 to 2016, where he served in a number of executive positions – including president and co-president, chief financial officer and head of -loan servicing. In addition, Mr. Heid was a previous board member of the Mortgage Bankers Association, as well as past chairman of the Housing Policy Council and the Leasing & Lending Committee of the Financial Services Roundtable.
Eugene McQuade is currently an Advisory Board member of Promontory Financial Group. Prior to that role, Mr. McQuade served as vice chairman at Citigroup, from which he retired in May 2015 after leading the company’s successful effort to meet regulatory expectations under the Comprehensive Capital Analysis and Review administered by the Federal Reserve. He joined Citigroup in 2009 as chief executive officer of Citibank, where he oversaw all of U.S. banking operations and was responsible for governance of the bank around the globe. He also formerly oversaw Citigroup’s audit and compliance functions. Mr. McQuade remains a member of the boards of directors of both Citigroup and Citibank.
Prior to Citibank, Mr. McQuade was president of U.S. banks at Merrill Lynch Bank USA. He was previously president and chief operating officer at Freddie Mac, where he oversaw its remediation of financial reporting after accounting problems required the enterprise to restate its financial results. Prior to Freddie Mac, he was president of Bank of America following its acquisition of FleetBoston Financial Corp. During his banking career at FleetBoston, Mr. McQuade held various senior positions, serving as president and chief operating officer, and chief financial officer.
Dr. Michael H. Moskow is the vice chairman and senior fellow on the global economy at the Chicago Council on Global Affairs. From 1994 to 2007, he served as president and chief executive officer of the Federal Reserve Bank of Chicago. In that capacity, he was a member of the Federal Open Market Committee.
From 1969 to 1977, Dr. Moskow held a number of senior positions with the U.S. government, including undersecretary at the U.S. Department of Labor, director of the Council on Wage and Price Stability, assistant secretary for policy development and research at the U.S. Department of Housing and Urban Development, and senior staff economist with the Council of Economic Advisers.
In 1977, he joined the private sector at Esmark Inc. in Chicago and later held senior management positions at Northwest Industries, Dart and Kraft Inc., and Premark International Inc. In 1991, President George H. W. Bush appointed him deputy United States trade representative, with the rank of ambassador. He was responsible for trade negotiations with Japan, China, and Southeast Asian countries. Dr. Moskow returned to academia in 1993, joining the faculty of the Kellogg Graduate School of Management at Northwestern University, where he was clinical professor of strategy and international management at the time of his appointment as president of the Chicago Reserve Bank.
Since leaving his position at the Federal Reserve, he has served on the boards of Discover Financial Services, Northern Funds, Taylor Capital Group, Commonwealth Edison, and Diamond Management & Technology Consultants (which merged with PricewaterhouseCoopers in November 2010).
Dr. Moskow is chairman of the Japan America Society of Chicago and former chairman of the Economic Club of Chicago. He also serves as a director of the National Futures Association and World Business Chicago. He is a board member and former chairman of the National Bureau of Economic Research, a member of the Commercial Club of Chicago, and a fellow of the National Academy of Public Administration. In addition to being an emeritus trustee of Lafayette College, he is a member of the dean’s advisory board at the Kellogg Graduate School of Management at Northwestern University.
Dr. Moskow received a Bachelor of Arts in economics from Lafayette College in Easton, Penn., and a Doctor of Philosophy in business and applied economics from the University of Pennsylvania. He has received honorary doctoral degrees from DePaul University, Dominican University, Lafayette College, and Lewis University.
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