GEORGE R. MONTE
Master of Business Administration, 1968, Marshall School of Business, University of Southern California. Concentrations: Finance and Marketing.
Bachelor of Arts, 1966, College of Business and Economics, California State University of Los Angeles. Concentrations: Economics and Business Administration.
Associate of Arts, 1964, Pasadena City College. Concentration: Liberal Arts.
POST GRADUATE WORK
Banking - Basic and Advanced Certificates in Banking from the American Institute of Banking.
Mortgage Banking - Basic and Advanced Case Study on Income Property Financing seminars from the Mortgage Bankers Association of America.
Real Estate - College level courses in Principles of Real estate, Real Estate Practice, Real Estate Finance, Real Estate Appraisal, Real Estate Management, Legal Aspects of Real Estate, Business Law, Accounting, and numerous courses to meet continuing education requirements of the Department of Real Estate, State of California.
Receiverships - Seminars sponsored by the California Receivers Forum and the 16 hour comprehensive course on receivership administration and procedures by the California Receivers Forum held at Loyola Law School, April 2000, and October, 2004 and January 2009, and subsequent courses and seminars.
Various Seminars and Conferences - Attendance at numerous seminars, conferences and workshops in the general areas of banking, mortgage lending, commercial real estate, investments and investment management over the last 50 years.
LICENSES & DESIGNATIONS
Registered Investment Advisor - From 1998 to present, issued by the Department of Corporations, State of California. License number 923-3379
Real Estate Broker License - From 1992 to present, issued by the Department of Real Estate (DRE), State of California. License number 00483457. DRE information number (916) 227-0931
Real Estate Salespersons License - From 1974 to 1992
AHWD - Issued by the National Association of REALTORS, 2008
CIPS Designation - Issued by the National Association of REALTORS, November 2006
Basic Mediation Training - Certificate of Completion (30 hours), issued by the Los Angeles County Bar Association Dispute Resolution Services, Inc. May 26, 2004
CRB Designation - Issued by the Council of Real Estate Brokerage Managers, April 2006
George R. Monte, dba Receivership Services of California, 1993-Present
Company Description: Receiver for numerous Superior Courts located in California and nominated by many leading law firms on cases involving commercial and investment properties. Service available on other judicial matters.
Richmont Investment Property Services Inc.
Company Description: This company provides property management, leasing, sales, acquisitions, consultation, investment analysis, and other services to clients. Properties are located throughout California. Clients include private and foreign investors, investment funds, trusts, and institutional investors, local, state and federal government agencies. This company was founded in 1992 by George R. Monte and Norman R. Richards (now retired).
1999-Present President, Treasurer and Chief Executive Officer of this company
1992-1999 Executive Vice President and Secretary of this company
First Interstate Mortgage Company/United California Mortgage Company
Company Description: This company was the dominant commercial mortgage banking company in California for many years. It provided land and construction lending for its own account and arranged permanent loans from institutional lenders. Loans were originated throughout the United States on shopping centers and other retail developments, industrial buildings and parks, apartment buildings, hospitality properties, health care facilities and a variety of other property types. Mr. Monte was active in loan origination and worked with many prominent developers, business owners and private investors. Mr. Monte also participated with senior management in many administrative areas of the company.
1987-1991 Senior Vice President and Regional Manager for commercial real estate loan production. Offices reporting were located in Pasadena and Irvine, California and Raleigh, North Carolina.
1985-1987 Senior Vice President, assistant branch manager and loan production officer.
1979-1985 Vice President and loan production officer.
1975-1979 Assistant Vice President and loan production officer.
1974-1975 Mortgage Loan Representative, served as staff appraiser and loan production officer.
United California Bank
Company Description: The bank ranked within the top 10 commercial banks in the United States. It had an extensive branch system in California and was affiliated through its holding company to banks in the western states. It also provided national and international banking services, trust services and other bank services common within the banking industry at that time. This bank was merged in Wells Fargo Bank.
1972-1974 Assistant Vice President and Industrial Consultant in the Industrial Services Division of United California Bank. Participated in client merger and acquisition activities and served as assistant administrator of the Division.
1970-1972 Assistant Vice President and Manager, Special Credit Investigations, United California Bank. Supervised department performing large credit investigations, worked with national corporations and local credit reporting agencies, and worked with local and federal law enforcement agencies.
1969-1970 Administrative Assistant, National Division, United California Bank. Responsible for loan officer support, preparation of all loan committee presentations and special assignments for the team of national account officers to which he was assigned.
1968-1969 Personnel Department, worked on staff study to determine correlation of employment test scores to perceived success in commercial banking. Training Department, worked as trainee in commercial loan officer training program and in various duties in branches in the Los Angeles area.
Since the mid-1970’s, direct personal real estate experience has been gained in owning and managing multi-family residential units, rehabilitating single family residences, being a limited partner in a public limited partnership, being a limited partner in a private limited partnership, being a partner in a secondary home, a partner in family real estate, being a general partner and syndicator in a limited partnership that developed an office building in an office park. Experience includes acquisition, leasing, sales, maintenance and repairs, tenant relations, legal, tax and other areas associated with such investments. Experience also includes managing a personal investment portfolio containing common stocks and various mutual fund holdings.
Loan Officers’ Manual, First Interstate Mortgage Company. Primary author of the guide for analyzing and presenting for approval construction and other types of real estate loans within the First Interstate Mortgage Company family of companies.
Article, Industrial real estate in Los Angeles area for a national real estate magazine.
TEACHING & TRAINING
Arcadia Association of REALTORS - Former Chairman and founder of the Commercial Investment Committee for the Arcadia Association of REALTORS. Responsible for monthly meetings for the marketing of investment properties and the education of members in the areas of real estate investment and analysis. Also responsible for specialized seminars to further the education of members. Most seminars have California DRE credit available.
First Interstate Mortgage Company - Responsible for teaching new employees real estate investment and analysis, theories and application of land, construction and permanent lending, institutional representation, ethics, loan submissions, credit approval presentations, institutional joint ventures, customer calling, loan closing and other areas applicable directly to job performance.
First Interstate Mortgage Company - Responsible for teaching real estate lending to employees of numerous correspondent banks of the First Interstate banking system to enable them to participate in the construction loan portfolio of the mortgage company.
Mortgage Bankers Association of America - Responsible for teaching a course in mortgage lending and lending on industrial properties for the Association for courses held at Cal-Poly Pomona.
Commercial Investment Education Alliance, Inc. - Author, co-author and instructor for various commercial real estate education courses. Courses presented to local and state Associations and corporate clients.
Various Seminars - Participated as a panelist on various programs in the real estate industry.
California Receivers Forum
Arcadia Association of REALTORS
California Association of REALTORS
National Association of REALTORS
Council of Real Estate Brokerage Managers
CIPS Network, National Association of REALTORS
REALTORS Commercial Alliance of Orange County
Former member of numerous other trade associations
Areas of past or current service include, but are not limited to, the following:
President of the Junior Executives Club, Pasadena City College
Vice President, Associated Men’s Students, Pasadena City College
Member, Pasadena Junior Chamber of Commerce
Board Member and Treasurer, First Church of the Nazarene, Pasadena, California
Board Member, Christian Campus Homes, affiliated with First Church of the Nazarene
Co-founder Helping Hands Ministry, First Church of the Nazarene
Member, Pasadena Now, affiliated with the Pasadena Chamber of Commerce
Board Member, Pasadena Development Corporation (LDC), City of Pasadena
Committee Member, Advisory Committee on Urban design for the Central Business District, City of Pasadena
Chairman, Commercial / Investment Committee, Arcadia Association of REALTORS (2004/2005)
Committee member of all Committees and Task Forces of the Arcadia Association of REALTORS (2008)
Member Board of Directors of Arcadia Association of REALTORS (2005-2012)
Vice President Arcadia Association of REALTORS (2006)
President-Elect Arcadia Association of REALTORS (2007)
President Arcadia Association of REALTORS (2008)
Director of REALTORS Commercial Alliance of Orange County (2007-2016)
President of REALTORS Commercial Alliance of Orange County (2014-2015)
Member of California Association of REALTORS Commercial Investment Committee (2006/2009)
Vice Chair RCA Commercial Investment Committee of the California Association of REALTORS (2007)
Chair RCA Commercial Investment Committee of the California Association of REALTORS (2008)
Member of numerous C.A.R. Committees, Task Forces and Study Groups
Member of California Association of REALTORS Board of Directors (2006-2012)
Member of REALTORS Commercial Alliance Committee of the National Association of REALTORS (2007-2011)
Co-founder of Tool for Success and the Commercial Investment Educational Alliance seminar series of real estate classes aimed at increasing the professionalism and education of the broker/agent practitioner (2005-2017)
President and Director of Commercial Investment Education Alliance, Inc. (2008-2017)
HONORS & AWARDS
Honors for Leadership and Service, Pasadena City College
Businessman of the Month, Pasadena Chamber of Commerce
Named as one of the Outstanding Young Men of America
REALTOR of the Year, Arcadia Association of REALTORS (2012)
National Association Award, National Association of REALTORS (2013 and 2016)
Who’s Who Worldwide, Who’s Who of American Business Leaders, Standard and Poor’s Register of Corporations, Directors and Executives, Who’s Who in Executives and Professionals and The Heritage Registry of Who’s Who.
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