Mrs. Kwan formulates and sets the strategic direction of ComplianceEase. In this capacity, she is both accountable to the Board of Directors and responsible for maintaining the shareholder relationship.
Anita has more than 30 years of corporate and operational management experience in the mortgage banking and mortgage technology sectors. In 1986, she co-founded Integrated Capital Group (ICG) and served as the company's president and COO. Following the Money Store's acquisition of ICG, she was a member of the Money Store team that successfully negotiated the merger terms that ultimately led ICG to become a subsidiary of the First Union Corporation. Anita's continued leadership as president and COO of ICG was a key factor in making ICG one of First Union's most profitable business units.
In 2001, Anita entered the mortgage technology industry by co-founding ComplianceEase and assumed the company's CEO position in 2007. Anita was featured in HousingWire's 2016 Women of Influence, an annual series by the industry magazine that recognizes the most influential women in housing.
Anita holds an MBA from the California State Polytechnic University, Pomona and a BS in Business Administration from the University of La Verne.
Mr. Vong is responsible for the company's day-to-day operations and leads the implementation of the Board of Directors' strategies and policies. He also serves as a liaison coordinating the activities of the Advisory Board.
John has over 22 years of leadership and entrepreneurial experience in the financial services industry with regards to launching new enterprises and successfully managing their rapid subsequent growth. Prior to founding ComplianceEase, Mr. Vong co-founded Integrated Capital Group in San Francisco, CA, which both advised and invested in several portfolio companies developing leading technologies in the digital signature and web-based broadcasting spaces. As the company's chief executive officer, John positioned ICG for success and was instrumental in building ICG into a profitable business. In 1997, ICG merged with the Money Store, Inc. (NYSE: MON). In 1998, First Union Corporation (NYSE: FTU), then, the nation's sixth largest money center bank with total assets of over $250 billion, acquired the Money Store and ICG. John was a member of the Money Store team negotiating the terms of the merger. Following the merger, John continued leading ICG and was instrumental in making it one of First Union's most profitable business units. First Union Corporation is currently the banking group of the Wachovia Corporation (NYSE: WB).
John holds a BS in Business Administration from Berea College.
Mr. Roth leads the company's technology design initiatives and manages the development of the company's product suite.
Jason is a technology executive who leverages computer science, startup, and leadership experience to design and deliver efficient and innovative enterprise products for the financial services industry. He has more than 15 years of experience in the consumer and mortgage lending and financial services software industries, with technical expertise, that ranges from design and development of enterprise Software-as-a-Service, to expert systems and Web services platform technologies.
Prior to founding ComplianceEase, Roth worked on Adobe Acrobat and PDF document technology development teams at Adobe Systems, Incorporated.
Jason holds an MBA from The Wharton School, University of Pennsylvania, a BS in Engineering and Applied Science from the California Institute of Technology (Caltech), and a Certified Mortgage Technologist (CMT) designation from the Mortgage Bankers Association.
Mr. Eakman has been the Company's General Counsel since 2006, having previously served as outside counsel to ComplianceEase from 2002-2005. He is responsible for all of the Company's legal matters.
Steven heads our Legal & Compliance Department, supervising the staff attorneys that perform the legal research underpinning ComplianceEase's suite of automated compliance products. His team also assists with the development of the Company's products to ensure that rule implementation properly reflects applicable regulatory requirements. Steven also coordinates and supervises our extensive network of outside regulatory counsel, who assist us by providing substantial expertise in all areas of mortgage regulation, especially with respect to jurisdiction-specific issues.
Steven's prior experience includes a substantial background in providing strategic legal and business counsel to emerging growth and established companies. He has worked on a variety of business matters, including secured lending and debt finance, venture capital investment and securities, mergers and acquisitions, privacy issues, intellectual property protection strategies, corporate organization and governance, and employment matters, including structuring equity-based employee benefit arrangements. He also has substantial experience with development and licensing agreements, domestic and international distribution of technology and products (including ASP and other service-based software and content distribution, as well as conventional distributorship agreements), and the formation of joint ventures and strategic partnerships.
Steven is a former partner in the Seattle, Washington office of Foster Pepper PLLC, one of the largest law firms in the Pacific Northwest. Prior to joining Foster Pepper he was associated with Seattle-based Lane Powell PC (in its Portland, Oregon office), and Choate, Hall & Stewart LLP in Boston, Massachusetts.
Steven holds a J.D. magna cum laude from Boston College Law School.
