Chief Investment Officer @ (September 2025 - December 2025)
Chief Investment Officer @ Synergy One Lending, Inc. NMLS #1907235 (January 2025 - September 2025)
Chief Financial Officer @ Mann Mortgage, LLC [NMLS 2550] (January 2020 - January 2025)
SVP, Controller @ (May 2013 - January 2020)
Manager @ (June 2008 - May 2013)
Caleb Wilson Education
Colorado State University
Masters of Accountancy (MACC) (Accounting)
2007-2008
Colorado State University
BS (Business Administration)
2003-2007
Caleb Wilson Skills
Account Reconciliation
Accounting
Accounting Research
Affordable Housing
Asset Managment
Auditing
Banking
Board of Directors
Budget Management
Budgets
Business Strategy
CFOs
Capital Projects
Cash Flow
Communication
Consolidated Financial Statements
Cost Accounting
Cost Estimating
Due Diligence
Executive Management
External Audit
Federal Government
Finance
Financial Accounting
Financial Analysis
Financial Modeling
Financial Planning
Financial Reporting
Financial Services
Financial Statements
Fiscal Management
Forecasting
GAAP
General Ledger
General Ledgers
Government
IFRS
Internal Audit
Internal Audits
Internal Controls
Leadership
Lease Administration
Mergers & Acquisitions (M&A)
Mortgage Banking
Mortgage Servicing
Non-profit Management
Private Equity
Process Improvement
Project Estimation
Property Management
Real Estate
Revenue Recognition
Risk Management
SEC filings
Sales
Sarbanes-Oxley Act
Strategic Consulting
Strategic Planning
Technical Accounting
Tenant Improvements
Treasury
Treasury Management
US GAAP
Valuation
Variance Analysis
Working with Investors
Caleb Wilson Summary
Caleb Wilson, based in Kalispell, MT, US, is currently a Chief Operating Officer at Premier Mortgage Resources, LLC. Caleb Wilson brings experience from previous roles at Premier Mortgage Resources, LLC, Synergy One Lending, Inc. NMLS #1907235, Mann Mortgage, LLC [NMLS 2550] and Pingora Asset Management LLC. Caleb Wilson holds a 2007 - 2008 Masters of Accountancy (MACC) in Accounting @ Colorado State University. With a robust skill set that includes Account Reconciliation, Accounting, Accounting Research, Affordable Housing, Asset Managment and more. Caleb Wilson has 3 emails and 2 mobile phone numbers on RocketReach.
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