Todd Ballenger

Todd Ballenger is responsible for developing and growing key strategic relationships to enhance our solutions as well as for developing new products, and enhancing existing solutions to solve the market problems of our enterprise and individual customers. He has 25 years of experience in the financial services industry as a licensed securities, insurance, real estate, and mortgage lending professional. Todd founded three companies; Capital Savings Co, Inc., Advantage Capital Mortgage, USA, and PlanMax Financial. These three companies closed more than $2 billion dollars in residential and commercial loans before being rolled into a NASDAQ IPO in 1999. Todd is considered an industry pioneer in the area of capital market and credit market convergence, and has published courses on lending and equity management currently approved for REALTORS(R), appraisers, builders and lenders in over 42 states. Todd is a two-time Inc. 500 winner, a three time KPMG Fast 50 winner, and the 1998 NC Mortgage Lender of the year. Todd was awarded the 2003 "40 Under 40" award by the Triangle Business Journal in North Carolina as one of the top 40 young leaders. Todd has a business degree from the University of North Carolina. He is the author of Borrow Smart Retire Rich.

Education

• BA/BS University of North Carolina at Chapel Hill (1984 — 1988)
• Ashbrook High School (1981 — 1984)

Companies

• Director Alumni and Career Networks University of North Carolina at Chapel Hill (2018)
• Partner Credify (2018)
• Founder - Non-Profit National Institute of Financial Education (2007)
• CEO - Founder KendallTodd, Inc. (2000)
• Professor of the Practice UNC Kenan-Flagler Business School (2017 — 2019)
• CEO | Executive Vice President of Business and Product Development Vantage Production, LLC (2012 — 2018)
• CEO | Founder LendersInsight (2005 — 2011)
• President Innovision (1995 — 2010)
• Executive Vice President PHH Mortgage (2003 — 2007)