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Philip Schertz
Owner and Operations Manager at Burt P. Augustensen Mortgages
Professional Background
Philip Schertz is a seasoned professional in the financial services sector, boasting an impressive 25 years of experience, particularly in the home mortgage origination space. With a remarkable history at several prominent financial institutions, Philip has honed his skills and expertise, making significant contributions to the organizations he has been part of. His tenure spans various roles and responsibilities, showcasing his versatility and deep understanding of the financial industry.
Throughout his illustrious career, Philip has taken on pivotal roles including Operations Manager and Owner at Burt P. Augustensen Mortgages, where he played an integral part in managing operations and driving business growth. He not only co-founded the firm but also excelled as a Partner, demonstrating his leadership capabilities and commitment to delivering outstanding service to clients.
In addition to his entrepreneurial endeavors, Philip has served as an Account Executive at several well-known financial organizations, such as SunTrust Mortgage, American Brokers Conduit (American Home Mortgage), and Bank of America. These roles have equipped him with a comprehensive understanding of mortgage lending processes and market dynamics. His expertise in home mortgage origination has allowed him to successfully navigate the complexities of the financial landscape while ensuring his clients receive the best possible solutions for their mortgage needs.
Furthermore, Philip's experience as Regional Director at Natixis Global Asset Management and Vice President at GT Global Financial Services has enriched his professional background, providing him with valuable insights into asset management and diversified financial services. His multifaceted experience has positioned him as a trusted authority in the financial sector.
Education and Achievements
Philip's strong educational background lays a solid foundation for his successful career in finance. He studied law at the University of Pittsburgh School of Law, where he pursued a Juris Doctor (JD) degree. This legal education has contributed to his analytical skills and understanding of the regulatory environment surrounding financial services, which is essential for navigating the complexities of mortgage origination.
In addition to his law degree, Philip holds a Bachelor of Arts in Economics from Stony Brook University. This academic training has provided him with a critical understanding of economic principles, market behavior, and financial systems, all of which are crucial to his role in the financial services industry.
Achievements
Philip Schertz's career is marked by numerous achievements that reflect his dedication and expertise in the financial services industry. His success as an Operations Manager at Burt P. Augustensen Mortgages is a testament to his ability to lead and grow a business within a competitive market.
His extensive experience across various reputable financial institutions has not only enriched his professional portfolio but has also enabled him to build a strong network of contacts within the industry. This network, coupled with his vast experience, allows him to provide valuable insights and foster relationships that benefit both his clients and his business partners.
Overall, Philip Schertz's career journey illustrates a commitment to excellence in the financial services sector, particularly in home mortgage origination. As he continues to evolve within this dynamic industry, he remains dedicated to providing exceptional service and innovative solutions to meet the needs of his clients.
