CA Finance

CA Finance

CA Finance

CA Finance
Betsey Brewer of EPIC

EPIC’s Betsey Brewer honored with 2019 Ramsden/Sullivan Memorial Award from the Independent Insurance Brokers and Agents of California

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Betsey L. Brewer, CPCU was honored recently with the distinguished Ramsden/Sullivan Memorial Award.
Dr. Nevine Carmelle PhD

New YouTube Channel, ‘Dr. Nevine Carmelle TV’ Spotlights Financial and Real Estate Problems and Solutions

IRVINE, Calif. /California Newswire/ -- Dr. Nevine Carmelle, PhD is excited to announce the launch of her new YouTube channel - "The Dr. Nevine Carmelle TV Show." After receiving numerous questions pertaining to tax problems and the law via phone calls and emails, she thought it would be a good idea to launch a channel where people could tune in on their own time and have many of their questions answered for free.
Bank of Southern California NA

Bank of Southern California, N.A. Names Troy Perry Managing Director, Business Banking in L.A. Area

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Troy Perry has joined the company as Managing Director of Business Banking. He will be responsible for broadening Bank of Southern California's market presence by actively seeking new business opportunities throughout Los Angeles' Westside.
DocMagic #1 Lender Loyalty Score

DocMagic Holds Highest Market Share in Document Generation in STRATMOR Group’s 2019 Study

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its Total eClose(TM) platform is the eClosing leader based on market share, overall satisfaction and lender loyalty in STRATMOR Group's 2019 Mortgage Technology Insight Study.
Tom Mackey of EPIC

Tom Mackey of EPIC Insurance Brokers Recognized as 2019 ‘Young Gun’ by Insurance Business America

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Tom Mackey, Risk Management Consultant has been named a 2019 Insurance Industry "Young Gun" by Insurance Business America (IBA).
Wealth and Business Planning Strategies - BOOK

Domestic and International Arbitrator Dr. Nevine Carmelle Authors Book on Wealth and Business Planning Strategies

IRVINE, Calif. /California Newswire/ -- Dr. Nevine Carmelle, a celebrated professional who's dedicated to the field of finance, recently authored, "Wealth and Business Planning Strategies: The Ultimate Guide for Wealth Management, Privacy & Prosperity for Business Owners" (ISBN: 978-0692562017). Available in paperback and Kindle edition, the book quickly became a bestseller on Amazon.
KBKG - Solutions for Tax Professionals

California-based Tax Specialty Firm KBKG Joins Real Estate Roundtable (RER)

PASADENA, Calif. /California Newswire/ -- Last year, specialty tax incentive firm KBKG joined the Real Estate Roundtable (RER), and several of KBKG's executive leadership team currently serve as members of the organization's President's Council, Associate Council, and Committees.
Bank of Southern California NA

Bank of Southern California, N.A. (BCAL) Announces Third Quarter 2019 Results

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the third quarter ended September 30, 2019. Total assets grew to $839 million at September 30, 2019, a 14% increase compared to the third quarter of 2018.
MCT InvestorMatic

MCT Launches InvestorMatic to Elevate the Whole Loan Trading Experience Between Lenders and Investors

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially introduced a unique program called InvestorMatic in the lead up to the MBA Annual Convention & Expo in Austin, Texas.
ReverseVision

ReverseVision Unveils New Tech Strategy: Major Platform Updates and Brand Transformation

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced its transformation as an API-enabled flexible reverse lending platform, unveiling a new logo as part of its revised mission and rebranding.
Bank of Southern California and CalWest Bank

Bank of Southern California, N.A. (BCAL) and CalWest Bancorp to Merge

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced the signing of a definitive agreement and plan of merger (the "Agreement") whereby CalWest Bank will merge with and into Bank of Southern California. The merger is subject to customary closing conditions, including the receipt of all regulatory approvals and the approval of the shareholders of CALW and BCAL.
Bank of Southern California NA

Bank of Southern California (BCAL) Names Jacob Mathews Managing Director of Business Banking

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Jacob Mathews has joined the company as Managing Director of Business Banking. He will be responsible for expanding Bank of Southern California's client base by actively seeking new business opportunities in Los Angeles County and Orange County.
Edgewood Healthcare Advisors

EPIC Insurance Brokers & Consultants Launches New Healthcare Practice: Edgewood Healthcare Advisors

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants (Edgewood Partners Insurance Center or EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion and reorganization of its healthcare practice.
Phil Rasori - Tech Trendsetters 2019

MCT’s COO Phil Rasori Honored with 2019 HousingWire Tech Trendsetters Award

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its COO, Phil Rasori, has been designated to HousingWire's inaugural Tech Trendsetters award list. Phil is credited with being instrumental in the architecture and launch of multiple innovative capital markets solutions.
Mortgage Quality Management

MQMR: Fannie Mae Selling Guide Updates Compel Lenders to Conduct Independent Audit Reviews of QC Process Before Year’s End

LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) President Michael Steer reminded lenders to conduct an independent audit review of their quality control (QC) process immediately in deference to updates to "Subpart D1, Lender QC Process" of the Fannie Mae Selling Guide.
Rick Triola of NotaryCam

NotaryCam’s Rick Triola Named a 2019 HousingWire Tech Trendsetter

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam(R), the leader in online notarization and original provider of mortgage eClosing solutions, today announced that its Founder and CEO Rick Triola has been named a 2019 Tech Trendsetter by HousingWire magazine as part of its inaugural HW Tech Trendsetter Awards(TM) program.
Ivon Friedman joins EPIC

EPIC’s Marine Insurance Operations Bolstered with Addition of Ivon Friedman in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC) announced today that Ivon Friedman has joined the firm's Marine Practice in San Francisco. Friedman will report to EPIC's Risk Management - National Property and Marine Practice Leader, Michael Korn.
Alex Martin of KBKG

KBKG Tax Specialty Firm Welcomes Alex Martin to Lead its New Transfer Pricing Practice for Cross-border Businesses

PASADENA, Calif. /California Newswire/ -- Nationwide tax specialty firm KBKG announced the hiring of Alex Martin as Principal and leader of the firm's new Transfer Pricing practice. Alex comes with over 22 years of full-time, international transfer pricing experience working in Washington, D.C.; Melbourne, Australia; and Detroit, Michigan where he resides currently.
Polyient

Blockchain for Good Conference in San Francisco: Polyient Labs is Co-sponsoring Event Focused on Helping Nonprofits

SAN FRANCISCO, Calif. /California Newswire/ -- Phoenix-based Polyient Labs, an early-stage, blockchain-startup incubator, is co-sponsoring Blockchain for Good, October 25 -27, 2019 in San Francisco. The agenda includes keynote speakers and workshops where participants can pitch ideas.
Executive Chef Phil Kastel

KROST CPAs Partners with Executive Chef Phil Kastel who will serve as the firm’s Restaurant and Culinary Consultant

PASADENA, Calif. /California Newswire/ -- Los Angeles-based tax and accounting firm, KROST, recently brought on restaurant industry titan Chef Phil Kastel (co-creator of nationally recognized Public School gastropubs) who will serve as the firm's Restaurant and Culinary Consultant. Established in 1939, KROST has a long history in the restaurant space.
MCT Live! App

New MCTlive! Mobile App Puts Secondary Marketing at Mortgage Lenders’ Fingertips

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted a new MCTlive! mobile application at its MCT Exchange client conference last Friday. The app enables secondary marketing managers to review reporting, manage loan pipelines, and conduct whole loan trading from the convenience of their mobile phone.
Paragon Insurance Holdings

Paragon Insurance Holdings Launches Nationwide Workers’ Compensation Insurance Program

SAN DIEGO, Calif. /California Newswire/ -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the addition of a new nationwide Workers' Compensation Insurance Program.
Cecille Feliciano joins EPIC

Cecille Feliciano Joins EPIC Insurance Brokers in Los Angeles as Senior VP, Employee Benefits

LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Cecille Feliciano has joined the firm as Senior Vice President, Employee Benefits.
EPIC Insurance Brokers and Consultants

Reinsurance Specialists and Founders of RBS Re Join EPIC Insurance as Part of Growing EPIC Reinsurance Unit

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the additions of Alex Soria, Tony Rodriguez, Randy Baker and Ken Knopp, a well-known and highly regarded team of Healthcare Reinsurance specialists, who spent nearly 20 years together as RBS Re and more recently as Cardinal Point, LLC (a South Miami based firm).
The Mortgage Collaborative (TMC)

The Mortgage Collaborative Adds Two New Board Members, Enjoys Record Attendance at Summer 2019 Conference

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, today announced the addition of Kate deKay and Allison Johnston to their prestigious board of directors. Johnston and deKay were voted in Sunday, August 18, 2019, during the Lender Co-op board meeting, which took place in Nashville, Tennessee during TMC's summer conference.
DocMagic and INTEGRA

DocMagic and INTEGRA Software Systems Announce Strategic Alliance for Mortgage Tech Solutions

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that INTEGRA Software Systems (INTEGRA) will offer the company's document preparation solution to their client base via an integration with INTEGRA's new LOS, EPIC.
Joel Ewan of BCAL

Bank of Southern California, NA Names Joel Ewan Senior Vice President, Credit Administration

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Joel Ewan as Senior Vice President, Credit Administration. In this newly created role, he will be responsible for managing, implementing, and evaluating credit policy initiatives as well as analyzing and structuring commercial credit for clients across multiple industry sectors.
KROST CPA - Inside Public Accounting

KROST CPAs & Consultants Named to Inside Public Accounting 2019 ‘Best of the Best’ and ‘Top 200 Firms’

PASADENA, Calif. /California Newswire/ -- Inside Public Accounting (IPA) named KROST CPAs & Consultants and its affiliated tax consulting practice Best of the Best and Top 200 Firms for the fourth year in a row. The firm placed 109th on the prestigious top 200 list, a substantial leap from 157th in 2016 when it first made the rankings.
EPIC Insurance Brokers and Consultants

EPIC Insurance Brokers & Consultants Acquires Trumark Insurance & Financial Services

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the acquisition of Trumark Insurance & Financial Services, a Pleasanton, CA-based Brokerage/General Agency specializing in the institutional financial advisory market.
Stephen Sherman COO, MQMR

MQMR Bolsters Exec Team with Addition of Mortgage Industry Veteran Stephen Sherman as COO

LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that seasoned mortgage and real estate professional Stephen Sherman has joined the firm as Chief Operating Officer. Sherman brings more than 30 years of experience in mortgage servicing, secondary marketing, warehouse lending, commercial real estate sales, corporate consulting and REO management services to his new role at MQMR, where he will be responsible for overseeing MQMR's day-to-day operations and managing the firm's long-term growth strategy.
Justin Roscoe AVP, Training Officer, BCAL

Justin Roscoe named AVP, Training Officer at Bank of Southern California, N.A.

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has named Justin Roscoe as Assistant Vice President, Training Officer. In this newly created role, he will lead all learning and development, and career pathing programs for the Bank. In addition, he will be responsible for developing a structured recruiting process and company-wide internship program.
NotaryCam

NotaryCam Applauds Texas for Eliminating Roadblock to Remote Notarized Real Estate Transactions

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam(R) Founder and CEO Rick Triola today praised the Texas legislature for passing SB 2128, which will go into effect on September 1. The bill provides recording jurisdictions with additional clarity when conducting paper recordings of electronically executed documents.
A and J Capital - Calif Marketplace

Successful Repayment of $27M to EB-5 Investors in New Commercial Enterprise Managed by A&J Capital, Inc.

LOS ANGELES, Calif. /California Newswire/ -- A&J Capital, Inc. (A&J), a financial services & advisory firm specializing in EB-5, private equity, and investment management, today announced its latest milestone of repaying $27 million of capital to EB-5 investors for one of its managed new commercial enterprises (NCE). A&J serves as a manager of the NCE and oversees its day-to-day activities, including the administration of the EB-5 loan.
Bank of Southern California NA

Bank of Southern California, N.A. Announces 2019 Q2 Results

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the second quarter ended June 30, 2019. Total assets were $767 million for the second quarter of 2019, a 47% increase compared to the second quarter of 2018. Quarterly net income increased 20% to $1.57 million compared to $1.31 million in Q2 of 2018.
Former IRS Exec, Mark Bodenstab

Former IRS Exec, Mark Bodenstab, Joins KBKG as Director of Research and Development Tax Credits

PASADENA, Calif. /California Newswire/ -- Nationwide tax specialty firm KBKG adds another former IRS manager to their team of experts. Mark Bodenstab joins as the firm's Director of Research & Development Tax Credits with over 30 years combined at the IRS and in the private sector.
Sunny Mahdii of ReverseVision

ReverseVision Names Sunny Mahdii Vice President of Operations

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it has appointed Sunny Mahdii to the position of vice president of operations. In this role, Mahdii will work with ReverseVision's professional services, training, implementation, document management and customer success teams to execute a holistic operations strategy.
Bank of Southern California NA

Bank of Southern California, N.A. Names Ian McKay Managing Director

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the hiring of Ian McKay as Managing Director of Business Banking. He will focus on developing and managing a portfolio of small to medium sized businesses located throughout Orange County.
ReverseVision and Total Expert

Total Expert and ReverseVision Join Forces to Transform Reverse Mortgage Customer Journey

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of technology and training for the reverse mortgage industry, today announced a partnership with Total Expert, creator of the first marketing operation system (MOS) specifically for banks and mortgage lenders. The two companies have deployed an API integration that links the Total Expert MOS with ReverseVision's RV Exchange (RVX).
Benefits Consultant Dennis Park

EPIC Insurance Brokers adds Benefits Consultant Dennis Park in Irvine Calif.

IRVINE, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Dennis Park has joined the firm as Vice President, Employee Benefits.
Bank of Southern California NA

Bank of Southern California, N.A. Names Robby Piper Senior Managing Director, Business Banking

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Robby Piper has joined the company as Senior Managing Director, Business Banking. He will be responsible for expanding Bank of Southern California's client base.
NotaryCam

NotaryCam Having Banner Year in 2019, Citing Growing Adoption of Remote Online Closing

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam(R), creator of remote online notarization (RON), acknowledged leader in online notarization and original provider of patented mortgage eClosing solutions, today announced it is extending its 2018 record growth to another unprecedented performance in 2019. Following a nearly 140 percent 2018 increase in new users, NotaryCam surpassed 200,000 users in the first half of 2019, and is on pace to add 10,000 users monthly.
DocMagic and LendingPad LOS Integrate

DocMagic and LendingPad LOS Integrate for Compliant Document Preparation and eSigning

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has completed an integration with cloud-based loan origination system (LOS) provider LendingPad from WEI Technology LLC, offering its document preparation services directly from within the LendingPad environment.
NotaryCam

Fidelity National Financial Inc. (NYSE:FNF) Adds NotaryCam Remote Notarization Service to Online Closing Options

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam(R), the pioneering leader in online notarization and the original provider of mortgage eClosing solutions, today announced that Fidelity National Financial (FNF), will allow the use of NotaryCam to deliver remote online notarization (RON) and remote online closing (ROC) capabilities to FNF's network of direct title and settlement operations, as well as its network of independent title agents.
EPIC at CFMA 2019

Mary Grandy of EPIC Insurance Brokers Receives 2019 Joe Quigley Memorial Award

SACRAMENTO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Sacramento-based Vice President of Property & Casualty, Mary Grandy, was the 2019 recipient of the Joe Quigley Memorial Award, conferred annually by the Construction Financial Management Association (CFMA).
Kevin Ach of EPIC

EPIC’s Kevin Ach to Moderate Executive Session on Loss Prevention and Asset Protection at NRF Protect

ANAHEIM, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kevin Ach, Vice President of Risk Assurance for EPIC's Integrated Risk Solutions Practice will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation's "NRF Protect" Conference, June 11 in Anaheim, Calif.
Exactuals' Hurst, Hiller, and Mauritzen

Showbiz Tech from EXACTUALS Shows a Better Way to Pay: Insurance Industry Alert issued by EraNova Institute

LOS ANGELES, Calif. /California Newswire/ -- Today the EraNova Institute issued a business alert: "Showbiz shows a better way to pay." EraNova's Director, Dick Samson, says, "For non-employees in entertainment and insurance, getting the money due you has often been a chore." For decades complexity has been a sore spot in both industries, according to the alert. Then in 2011, Mike Hurst and Jason Hiller established Exactuals, LLC.
MCT TAM - Trade Auction Manager

Mortgage Capital Trading (MCT) Launches Trade Auction Manager to Enable Electronic TBA MBS Trading

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially launched Trade Auction Manager(TM) (TAM) to enable more efficient bidding of TBA mortgage-backed securities used by lenders to hedge their open mortgage pipelines. The browser-based software module is accessible via MCTlive!, the company's award-winning comprehensive capital markets platform.
ReverseVision

ReverseVision Launches New Tool to Help Originators and Consumers Compare HECM Loans with HELOCs, First- and Second-Lien Mortgages

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) and senior lending industry, today announced the release of the Comparison Calculator within RV Sales Accelerator (RVSA).
Paragon Insurance - Erik Kriens

Paragon Insurance Strengthens Wine Industry Operations with Promotion of Erik Kriens to Regional President in the West

SAN FRANCISCO, Calif. /California Newswire/ -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the promotion of Erik Kriens to Regional President. Kriens is based in Paragon's San Francisco office and reports directly to Paragon CEO and Co-founder Ron Ganiats.
Sean Dlal of BCAL

Bank of Southern California NA Names Mr. Sean Dlal Managing Director of Business Banking

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce that Sean Dlal has joined the company as Managing Director of Business Banking in Del Mar. He will be responsible for expanding Bank of Southern California's client base by actively seeking new business opportunities in the San Diego region.

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