October 9-10, 2025
Waldorf Astoria Monarch BeachDana Point,CA David SteinBroker & Loan Specialist at San Diego Mortgage GroupSpeaker
Profile
David Stein, based in San Diego, CA, US, is currently a Broker and Owner San Diego Mortgage Group at San Diego Mortgage Group. David Stein brings experience from previous roles at Principal Equity Group, California VA & VET loans, Owner/Branch Manager Omni Fund and Tripoint Mortgage Group Inc.. David Stein holds a 1995 - 1999 Economics in Economics @ University of Arizona. With a robust skill set that includes Mortgage Underwriting, Mortgage Banking, VA loans, Military Relocation, Commercial Banking and more.
Agenda Sessions
Customer Service Comms & CRM: How You Are Using AI To Improve? When Do You Have AI Interacting With Your Consumer?
, 9:00amView Session