GENERAL SESSION: Fishing for ROI on Tech Investment

2026 MBA Chair-Elect; Chief Executive Officer, Success Mortgage Partners, Inc.

Owen Lee is the 2025 MBA Vice Chair and Chief Executive Officer at Success Mortgage Partners, Inc., (SMP). He co-founded the company with his father, Vincent, in 2002. Under his leadership, SMP has closed billions of dollars of mortgage loans yearly since 2016, is licensed in 42 states, and has more than 600 employees. Lee is also a Managing Member of Title Partners, LLC, a full-service title insurance and escrow services agency. An active leader in the mortgage and financial services sectors, Lee serves on MBA’s Board of Directors, is Co-Chair of its Independent Mortgage Bankers Executive Council, and is currently the 2023-2024 Chairman of MORPAC, MBA’s political action committee, where he has been a successful political fundraiser, helping to advance the association’s top legislative priorities.

CEO | Co- Founder, TRAiNED, Inc.

Mark is an Entrepreneurial builder and business leader/strategist/operator in SaaS, driving innovation and technology to create solutions. Twenty+ years of experience in building companies and innovating tech products in lending and fintech. Go-Market and hyper growth conversion specialist for companies to create impactful and disruptive product. Experienced in capital raising with a track record of successful company exits.