Overview

• Founded in 2010 and located in Carlsbad, California, Quest Strategic Advisors is a specialized executive search firm
• Led by Managing Director Erik O’Keefe, the company has over 17 years of mortgage industry experience
• Operates with a small team of 2 employees, focusing on highly personalized recruitment services
• Generated annual revenue of $2,946,000 in the mortgage executive recruitment sector
• Provides confidential placement services with a single point of contact communication strategy

Specializations

• Exclusive focus on mortgage industry executive and branch team recruiting
• Expertise in confidential introduction and selection of new lending partners for mortgage branch teams
• Network of elite mortgage executive talent built over 17 years of industry experience
• Specialized in mergers and acquisitions consulting for mortgage lending business owners

Services & Approach

• Executive search for elite mortgage executives across national mortgage companies
• Confidential branch team alignment and lending partner selection services
• Mergers and acquisitions consulting to help lower operating costs and increase lending revenues
• Professional matchmaking between mortgage branch teams and potential lending partners