Jeffrey Lee Nelson CEO/Founder | Jeff has three decades in the mortgage industry. Positions held include President, Executive Vice President, Senior Vice President, National Sales, Operations and Secondary Market Manager in the US and Latin America. He was selected by his peers as one of "The 25 Most Connected Mortgage Professionals" In the United States by the National Mortgage Professional Magazine. He has served on design and implementation projects for fintech applications for Mortgage Processing & Tracking Software, Automated Underwriting Systems, Sales Force Implementations and CRM/marketing platforms. He started his first business at age 17. His second, at age 21 (he formed more companies over the years and currently operates 3 of them). At 31 he transitioned to the mortgage industry. As one of the early adopters of SubPrime, he was instrumental in product development, including the now infamous 2/28 product, that tanked the US and World economy (just kidding). He is a graduate Cum Laude with a BFA in Fine Arts and Advertising from the United States International University. Post graduate professional studies in finance. Fluent in Spanish and past fluency in French.
James Dean SVP/Founder Mortgage Channel Vertical Sales and Marketing Director | James is chief cook and bottle washer and one of the founding members of Ledger Box. He has been in the financial services industry for over 33 years. He has held numerous executive positions in both large and midsize companies. As an entrepreneur, his most success came as Co-Founder of Comergence which disrupted the third-party lending industry in how they vet and track all originators they do business with becoming the industry standard in this channel. James initial responsibilities will be building the infrastructure of products while qualifying and educating lenders nationwide in shifting originations to an automated application process. As an entrepreneur, he loves the challenge of building next generation companies that revolutionize the industry. Taking a company from a startup to an innovation leader is something he takes great pride in. Life Outside the Office Jim was born in Los Angeles and has lived in Southern California his entire life. He now lives in southern Orange County. Golf has been his favorite leisure activity although you will probably not see him on the senior tour any time soon. Little Known Fact - Jim has been a partner in a Southern California wine store for ten years.
Eric Spiak SVP Governance and Compliance/Founder | Most recently Director, Mortgage Loan Operations for Private Wealth Management, Deutsche Bank. Eric is one of those guys who can divine the answer from very complex compliance and governance issues. With many years in senior management in the mortgage industry, if he does not know the answer, he surely can quickly find it, detail it, and provide a concise presentation for quick analysis and action.
John B. Lightfeldt EVP Legal and Business Affairs | John has nearly 25 years of legal experience working with clients in a broad spectrum of industries at different stages of their development, which include 10 years of business and real estate related litigation. He has handled a wide variety of lawsuits and other legal matters involving numerous areas of the law. He has owned and operated his law firm and other small business ventures for more than 35 years. For four years, he was the principal administrator of a non-profit entity, nearly tripling its operations and income during that time. In addition, he has served on several Boards of Directors of for-profit and non-profit corporations. With his significant legal, business and corporate experience, coupled with his educational background in business management, tax, economics and business law, he brings a wealth of strategic legal and business insights and advice, and understand the needs and concerns of businesses.
Lucia Meredith VP Comptroller/Founder | BA in Economics and Mathematics from Scripps College. Lucia has been involved in the management and financial reporting of domestic and international companies that include real estate, construction, cemeteries (she watches over Ernest Hemmingway), sporting good distributors, mortgage, tourism, non-profits, endowments and even the ballet. She currently manages Taloa, Inc., and serves as a senior manager and board member. Executive officer, board member and financial management for multiple corporations Domestic & International
Morgan Brenna VP Customer Experience | Graduate Princeton University, Slavic Studies and Literature, certificates in Russian and Dance. Ask her about St. Petersburg or Moscow and Morgan can tell you intimate stories, having lived in both cities (Yep, she knows where the dancing bears are!). Morgan served internships for Allison Shearmer Productions, reviewing movie scripts, worked for the Idaho Conservation League, was an Editorial and Marketing Intern for the Princeton Alumni Weekly, danced professionally for the Festival Ballet Providence Rhode Island (Classically Russian trained, hence the love of the Russian language…), and currently works in NY, NY as a Global Partner Support Specialist for an internet startup that just went public. Is there anything that Morgan can’t do? I doubt it…
Long Nguyen CEO Composite Apps// FEARLESS LEADER // THE GEEKIEST GUY IN THE ROOM For over twenty years, Long has been providing integrated experiences for Fortune 100 companies and critical government/defense infrastructures. Long is responsible for steering the culture, strategy and overall vision for the company. With an educational background in computer science and economics, Long intimately understands how to leverage emerging technology to drive business performance and operational efficiency. Like the best technological visionaries, Long places great stock in user and customer experience. He constantly networks with professionals, academics and thinkers from widespread walks of life to see that his company’s offerings convey empathy and evoke feelings of enchantment. He is a believer, and his belief is contagious.
Hristo Stoyanov CTO Composite Apps// TECHNOLOGIST IN GENERAL For over twenty years, Hristo has been involved in many large enterprise projects in the areas of: finance and investments, automobile, aerospace and defense, accounting, and geographical information systems. Hristo is responsible for steering the technologies used at Composite Apps, assuring that we take advantage of the best and latest trends in the fast moving technology landscape. With an educational background in computer science, systems and control, and an immense knowledge of artificial intelligence/machine learning, Hristo is constantly pushing the boundaries of what is possible at Composite Apps. Hristo is always on the lookout for the "next best thing" in technology before it becomes a major trend. He is a dreamer, dad, part-time musician and photographer.
Kevin Pethtel OPERATIONS // CHIEF OF STAFF // NATIVE SON Our resident adult, Kevin remembers a Southern California that reaped orange groves before the bumper crops of big business sprouted. We stole Kevin from the banking and finance world. It was there he gained a graduated understanding of process efficacy and an ability to divine value in abstract contexts, as well as how to harvest said value. Kevin helps our visionaries focus their talents and keeps the trains running on time. With a keen eye for identifying the utility in human and material resources, Kevin leads with wit and charm while playing a role analogous to the steel pylons that keep a skyscraper standing tall. Orchestrating management, design and development in a heterogeneous ecosystem, Kevin is the man with the plan.
Charles Rockefeller HEAD OF PARTNERSHIPS Composite Apps // WANNABE MOUNTAIN CLIMBER // CLOSET METALHEAD Prior to his role at Composite Apps, Charles was a co-founder at Halio Health and LearnerX, innovation companies that create science-based, technology-enabled products and services to help people develop practical habits to improve their lives. In 2013, Charles received a master’s degree in education from the University of Pennsylvania, while concurrently earning three certificates from the Wharton School of Business. Prior to that, he earned a master’s from the McDonough School of Business at Georgetown University. Previously, Charles worked as a marketing manager at sothebys.amazon.com and then in the Global Private Client Group at Sotheby’s, Inc., where he created a loyalty program for Asian clients. A graduate of Stanford University, Charles is a trustee of The Asia Society and Historic Hudson Valley as well as a member of the President’s Council of the University of Tokyo.
Cody Thompson DESIGN DIRECTOR Composite Apps // PRODUCT MANAGER // HEAVY METAL As our design director and product manager, Cody develops the vision for Composite Apps' award-winning solutions. His background in human-centered design allows him to truly explore the software-use challenges facing industries, as well as quickly visualize the difficulties facing real world users. His "Empathy for End-User" is one of Composite Apps foundational considerations when developing any enterprise-scale concept presentation. His inventive use of incorporating extra layers of visual detail the solution process drives user interaction during our engagements, which is a crucial component for innovative development efforts. Cody is a graduate from Rocky Mountain College of Art + Design, Summa Cum Laude and is the head of our Denver office.
Harry Griffith Advisor | Appointed executive director of Sun Valley Economic Development (formerly SustainBlaine) in April 2011 after retiring from a 25-year career at BP. Originally trained as a geologist, Mr. Griffith worked in a variety of project and commercial roles for BP, with direct experience in five countries. He has had senior leadership roles in emerging markets of Latin America, Russia, and China and led multi-million dollar start-up projects for retail service station network, gas field and pipeline transmission system development. He has also had direct accountability for a wide variety of business functions including engineering studies, contracting/procurement, project management, corporate finance, commercial negotiations, M&A, statutory accounting, and performance management.
Dr. Rick LeFaivre Advisor | 40 years of accomplishment as a computer scientist, professor, R&D executive, venture investor and board member working at leading universities, high-technology companies and venture capital firms. Board member of the Carbon Design Group in Seattle; the Pacific Northwest National Laboratory Energy and Environment Directorate; the Sun Valley Economic Development Corporation; and the Ketchum Innovation Center. Rick was a partner at OVP Venture Partners. He also served on the University of Washington College of Engineering and Information School Visiting Committees; the Pacific Northwest Energy Angels Advisory Board; the Washington State Energy Strategy Advisory Committee; the Washington State Economic Development Commission (appointed by the Governor of Washington); and the Board of Directors of WatchGuard, Inc. (NASDAQ: WGRD) until the company was taken private in 2006. Rick also served as the vice president of the Advanced Technology Group at Apple Computer; as SVP of R&D and CTO at Borland International; and held R&D leadership positions at Silicon Graphics, Sun Microsystems and Tektronix. He was a founding partner at IdeaEdge Ventures, a founding board member of the Software Patent Institute and CSNET. Past professor at the computer science department at Rutgers, in artificial intelligence and advanced programming technology, executive director of the Von Liebig Center for Entrepreneurism at UCSD, and as director of Technology New Ventures at the University of Washington Center for Commercialization, focused on the effective commercialization of university-developed technology. Founding chair of the University of Wisconsin Computer Sciences Board of Visitors.
Alex Serge Vieux Advisor | Is the chairman and publisher of Red Herring and CEO of Herring International. Through Red Herring Top 100 and other events, Vieux analyzes the potential of approximately 2,000 startups each year. His contributions to the IT industry span more than 20 years and include co-founding of DASAR, a European incubator and conference company. Currently, Vieux serves on the boards of several international public and private companies, including BVRP, CommerceOne, Qualys, Computer Associates, CheckPoint Software, Daum Communications, Kyriba and Qualys.
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Ketchum, ID 83340 USA
PO Box 1641
Sun Valley, ID 83353 USA
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