GRANT APPLICATION
Michael Ochoa, M.B.A. is the Co-Founder and Chief Executive Officer of Transcend Onsite Care. During his career, Mr. Ochoa worked for Thermo Fisher Scientific and Merck, before venturing out as an entrepreneur to co-found Advanced Therapeutics, a compounding and specialty pharmacy that focused on non-addictive pain management medication alternatives for patients.
In 2017, Mr. Ochoa and his co-founder, Dr. James Pinckney, partnered together to focus on the changing the landscape in healthcare towards more pricing transparency, to give employers and labor unions more control over the cost of care. Transcend Onsite Care and Ascend PBM were established with a vision to create a disruptive Direct Primary Care Model. With preventative care as the focus, the model can dramatically bend the cost curve on the primary care and the pharmaceutical medication components of an Employer’s health and drug benefits plan. Mr. Ochoa believes that the Transcend Model can change the way healthcare can be delivered by directing the medical care options directly to the employers work site or by building a near site medical clinic for multiple employers.
As the company’s Chief Executive, Mr. Ochoa is responsible for strategic decisions that include partnerships and business develop opportunities for the growing organization. His philosophy is to align with the right strategic partners and offer modular, turn-key healthcare solutions which can lead to better clinical and financial outcomes.
Mr. Ochoa received his B.A. in Administrative Studies and Sociology from the University of California, Riverside (UCR). He furthered his education at Pepperdine University where he earned a Master of Business Administration degree.
Ryan Grant has been working in the mortgage industry for 15 years and has been ranked amongst the top 50 Mortgage Consultants in America each year since 2013. Currently, Ryan is the #1 ranked Loan Originator in Orange County not only for loan volume, but for what he is proudest of, which is his clients reviews across Yelp, Zillow and Google platforms. According to Ryan he and his team “Are more proud of how we help our clients, than how many clients we help.” During his 15 years in the industry, Ryan has owned his own mortgage company, he was Director of Retail Sales for a Mortgage Bank, he has been a Senior Vice President, Producing Area Manager, Branch Manager as well as a Mortgage Consultant. Ryan also is the Founder of the industry changing Art of Homeownership platform that allows mortgage and real estate professionals across the country to be more valuable to their clients. His experience in these different positions has given him an invaluable insight into the real estate and mortgage industry and taught him how to provide the best possible value and service to his clients and the best coaching and guidance to the mortgage industry.
Ryan is also a Nationally recognized Coach/Speaker/Trainer, not only in the mortgage business, but to all areas of real estate and finance. Ryan has been a Keynote Speaker at many national and local real estate and mortgage events and he has a passion for helping change the way that the consumer sees real estate and mortgage professionals. Ryan really enjoys teaching people how to perform at their best and how to implement practices in their business to not only significantly grow their business, but to deliver a higher level of value to their clients while doing so. As a speaker, Ryan is able to share his passion with others and helps people grow their business while enjoying a proper work life balance. He teaches on everything from The Art of Homeownership, his Nationally Recognized 5-Star Customer Experience, Strategic Partnership Growth, Social Media Strategies and Increasing Client Retention and Referral Business.
Ryan also takes significant pride in his team and the Region he leads. His team allows him, his team and all of the mortgage professionals that work with him, to deliver a consistently high level of value and an amazing experience to his clients and business partners. Due to his experience and knowledge in team building, Ryan also trains lenders and realtors on how to grow teams and manage a highly productive staff, which allows for a growth scale that is not possible as a single person. Ryan also enjoys working with his clients on future real estate planning and strategic asset management, in order to ensure they capitalize on any and all real estate investment opportunities. Ryan and his teams mission is to help their clients to do more than “just own a home, they want to ensure they become successful homeowners.”
Originally from Northern California, Ryan now lives in Orange County, CA where he has dedicated himself to working with his business partners and clients, helping to secure all their business and financial needs. Ryan has shared his expertise to personally assist thousands of families with responsible and affordable home financing. Ryan maintains a healthy balance in his life by supporting, volunteering and participating in many Orange County athletic and civic events including his own charity he established in early 2016, called Grant Team Wishes, which provides his family and his staff an opportunity to give back to our local communities.
Education: Ryan Grant has a BA in Law and Economics from the University of California, Santa Barbara.
Awards & Recognitions: Five Star Mortgage Professional (2013-2019), Presidents Club- Top Producer Award (2012 – 2019), Scotsman Guide Top 50 Mortgage Consultants in America (2013 – 2019), Mortgage Executive Magazine Top 50 Loan Originators in the US (2013 – 2019), National Mortgage Professional Magazines 40 Under 40 – Awarded to the most influential mortgage professionals in the U.S., OC Metro’s 40 Under 40 Award – Awarded to the 40 most influential business people under the age of 40 in Orange County, Voted “Best Of” Winner for Best Mortgage Lender in Irvine (2015-2019).
I convert relationships into increased revenues to further the organization’s goals. I have passion for leveraging the collective power of individuals to bring about powerful breakthroughs and sustainable change. I build strong and lasting donor, board member and advisory council relationships by listening deeply and talking straight. This leaves people feeling empowered, acknowledged and inspired.
In Athletics, student-athletes are striving to become champions of life. My role is to secure funds to bridge the gap in the operating budget so each student-athlete can have the competitive edge toward achieving excellence.
I was honored to become a champion student-athlete. I have found that the keys to fundraising success lie in listening, valuing, igniting and exciting people around a cause. My days are energized by communicating the life-long impact that donors make in the investment of aspiring champions in the classroom, on the athletic field and in life.
I am a well-organized professional who thrives in a fast-paced, challenging environment. I am a strategic practitioner of moves management and engagement strategies, can make successful asks and closes, an articulate communicator and effective listener. Throughout my lifetime, I have built and sustained long-term, diverse relationships across strategic partnerships.
Specialties: Major gifts solicitations, planned giving, annual fund development, public speaking, communications, innovation and donor/volunteer engagement, strategic planning, board and advisory council development and constituent care.
After graduating from Chico State University, top of her class, Anne began her career in Northern California where she cultivated her in-depth experience in in the agriculture and farming based industry. Upon her relocation to Southern California she joined the prestigious and international accounting firm of BDO. At BDO Anne continued in her trajectory of excellence and was quickly brought up the ranks. Specially selected for special-high-end tax projects, she not only increased her sphere of influence and depth of knowledge but was also hand-chosen to interface with BDO’s board of directors and CEO,in relation to the firm’s Inclusion programs. Not only did she excel at the National level with BDO but, Anne was regularly called upon as the chief technician and right-hand person of, and her mentor David DesRoches, during her tenure.
During the course of her career, Anne continued to develop and share the same entrepreneurial spirit as her clients leading to the ultimate decision to join Level Advisors as a Partner. Her decision was promulgated based upon one simple thing: shared values.
Anne carries a depth and breadth of excellence in tax matters; especially focusing on domestic and international manufacturers. Her clients include some common household names and are routinely engaged in substantial e-commerce and complex branding and manufacturing activities. She brings to the table those core skill sets needed to serve the industry with “sleeves-rolled-up”. Versed in the areas of nexus, transfer pricing, foreign taxation along with a network of other international accountants, she will make an unparalleled team member to your advisory team.
Her mantra is simple: “Encourage my younger colleagues through a persistent example of academic excellence and client service”
Ruben Hernandez is the President and founder of EGA Homes; a full service, certified Veteran-owned real estate company based out of Riverside, CA.
EGA Homes serves a Southern California / Inland Empire client with knowledge, integrity, and passion as a full-service Real Estate firm. EGA Homes aims to also give back to the brave men and women who fought for their country. In 2009, Ruben Hernandez started the Boots to Suits career development program for Veterans who are interested in a career in real estate.
“Creating a real estate company focused on assisting fellow Veterans has helped me connect the dots and carry out the Marine Corps motto, ‘Semper Fidelis,’ which stands for ‘always faithful,” Ruben says.
Ruben is also the founder of The Veterans Housing Alliance (VHA); a nonprofit organization with a mission to increase the percentage of Veteran home ownership among those who have served our country. They achieve this by giving financial aid to low income Veterans who dream to be homeowners.
The Marine Corps taught Ruben a range of life skills: problem-solving, leading in the trenches, sacrifice, courage and valor. After deployments stateside and to Panama, Saudi Arabia, Kuwait, Spain, Belgium and Japan, Hernandez left the service with several medals, ribbons and awards of distinction but, moreover, a mindset focused on continuing to help others.
When he’s not in the office, Ruben can be found enhancing and strengthening military and civilian strategic partnerships throughout Southern California and has taken a philanthropic approach to life. More broadly, he works to reduce the rate of Veteran suicides which currently stands at approximately 22 per day and joins burial details at Riverside National Cemetery, to ensure that Marines are properly interred.
While Veterans continue to comprise a large percentage of the overall homeless population, PTSD and suicide rates, EGA Homes and the VHA will continue to fight to do all it can to stop this epidemic.