

M5 Financial Information
Contact top employees from
M5 Financial
Summary
WHAT DOES M5 FINANCIAL DO?
M5 Financial is a mortgage broker/banker based out of San Diego, California. Founded in 2019 by principals with combined industry experience of over 70 years, ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Founded
2019
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees switched to
Length of Employment
Employee tenure at M5 Financial shows a diverse range of experience levels:
29% have been with the company for less than 1 year43% for 1–2 years29% for 5–7 yearsEx-employees positions
In Company
In New Company
Contact top employees from
M5 Financial
Cassie Winterowd
Mortgage Loan Officer
Zachary Keenan
Loan Officer / Independent Mortgage Broker
Sergio De Anda
Sr Loan Officer
Ana Maria Giraldez
Branch Manager
Andre Shmoldas
SR. Mortgage Advisor
Cassandra Ransom
Vice President, Operations
Jillian Burry
Senior Mortgage Consultant
Amber Cassen
Loan Processor
Trevor Winterowd
Senior Production Manager
Rodrigo Giraldez
Sr. Loan Originator
J Horacio Herrera
Sales Manager
Ernest Severson
Mortgage Loan Originator at M5 Financial NMLS 2399488
Patty Brady
Talent Acquisition Partner
Matthew Leimbach
Mortgage Loan Originator
Donald Sowers
Mortgage Loan Officer NMLS#410153
Bret Woolard
Mortgage Loan Officer
Desiree Tyquiengco
Mortgage Loan Originator
Jesus Franchini
Senior Loan Advisor
Shannon Palmer
Mortgage Loan Officer
Trey Bedard
Sales Director
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FAQ
M5 Financial operates in the Financial Services industries. More details can be found on the official website: m5financial.com.
The headquarters of M5 Financial are located in San Diego, United States.
You can contact M5 Financial by phone at 8006760819.
M5 Financial currently employs 10-50 people.