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Tri-Emerald Financial Group Employee Directory

BankingCalifornia, United States51-200 Employees

Tri-Emerald Financial Group is a California-based mortgage lender specializing in residential properties. The company positions itself as a direct lender offering a range of programs, including conventional, FHA, VA, and reverse mortgages, with services aimed at aligning borrowers’ mortgage choices with long- and short-term financial goals, payments, and equity objectives. Its approach extends beyond the initial loan, providing ongoing support such as rate monitoring, product updates, and annual mortgage reviews to help homeowners manage their property as a major financial investment. Based in Lake Forest, California, Tri-Emerald emphasizes professional finance expertise, with mortgage bankers licensed through the National Mortgage Licensing System to meet state-specific regulatory standards. In recent context, a local news source reported that Tri-Emerald went public in October 2023, reflecting a notable development in its corporate history.

Find Tri-Emerald Financial Group employees' phone numbers or email addresses

Tri-Emerald Financial Group Global Highlights

Location
Employees

North America
39

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  • United States Of America
    39

South America
1

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  • Brazil
    1

Tri-Emerald Financial Group's Leadership

  • Chief Production Officer at Tri-Emerald Financial Group
    J. D.
    Chief Production Officer
  • Founding Partner And Certified Financial Planner™ at Tri-Emerald Financial Group
    R. W.
    Founding Partner And Certified Financial Planner™
  • Director Of Operations at Tri-Emerald Financial Group
    D. J.
    Director Of Operations
  • Senior Mortgage Banker at Tri-Emerald Financial Group
    L. D.
    Senior Mortgage Banker
  • Co-Adventurer at Tri-Emerald Financial Group
    B. V.
    Co-Adventurer
  • Financial Professional at Tri-Emerald Financial Group
    L. R. K.
    Financial Professional
  • Ii at Tri-Emerald Financial Group
    M. B.
    Ii
  • Gerente De Operações at Tri-Emerald Financial Group
    A. S.
    Gerente De Operações

Tri-Emerald Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Finance
  • Other

Contact profiles from Tri-Emerald Financial Group

Name
Title
Contact
Location
Last Update
  • Founding Partner And Certified Financial Planner™ at Tri-Emerald Financial Group
    R. W.
    Founding Partner And Certified Financial Planner™
    Sep 09, 2026
  • Chief Production Officer at Tri-Emerald Financial Group
    J. D.
    Chief Production Officer
    Oct 17, 2024
  • Director Of Operations at Tri-Emerald Financial Group
    D. J.
    Director Of Operations
    Apr 24, 2026
  • Senior Mortgage Banker at Tri-Emerald Financial Group
    L. D.
    Senior Mortgage Banker
    Oct 16, 2024
  • Co-Adventurer at Tri-Emerald Financial Group
    B. V.
    Co-Adventurer
    Oct 18, 2024
  • Financial Professional at Tri-Emerald Financial Group
    L. R. K.
    Financial Professional
    Jul 25, 2024
  • Ii at Tri-Emerald Financial Group
    M. B.
    Ii
    Oct 21, 2024
  • Gerente De Operações at Tri-Emerald Financial Group
    A. S.
    Gerente De Operações
    Brazil, São Paulo
    Aug 28, 2026

Frequently Asked Questions

What is Tri-Emerald Financial Group known for?

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Tri-Emerald Financial Group was founded in 2007 and operates in the Banking industry. You can contact Tri-Emerald Financial Group's main corporate office by phone at . Explore Tri-Emerald Financial Group's company overview page for more information.

What is Tri-Emerald Financial Group's most common email format?

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Tri-Emerald Financial Group employees' email format typically follows the pattern of First.Last@triemerald.com. Trying to find reliable and up-to-date employee contact data? Find more Tri-Emerald Financial Group email formats with LeadIQ.

How many employees does Tri-Emerald Financial Group have currently?

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Tri-Emerald Financial Group has approximately 51 employees as of July 2026. These team members are located across 2 continents, including North America and South America.

Who are Tri-Emerald Financial Group's key employees and leadership?

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As of July 2026, Tri-Emerald Financial Group's key employees include:

  • Chief Production Officer: J. D.
  • Founding Partner And Certified Financial Planner™: R. W.
  • Director Of Operations: D. J.
  • Senior Mortgage Banker: L. D.
  • Co-Adventurer: B. V.

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