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Edgewood Partners Insurance Center adds Veteran Broker Tim Woodhull to North East U.S. Team
SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Timothy C. (Tim) Woodhull has joined the firm as a principal. Woodhull brings 35 years of diverse insurance industry experience and leadership in corporate insurance brokerage, insurance carrier operations, risk management and insurance program design and management.
Christopher R. Mitchell joins Edgewood Partners Insurance Center as Senior VP Sales
SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced that Christopher R. Mitchell has joined the firm as senior vice president of sales in the firm's Northern California Bay Area Property and Casualty Insurance Division.
Rich Swerbinsky, Nancee Mueller join The Mortgage Collaborative management team
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, an independent lending cooperative serving small and mid-sized mortgage lenders and community-based lending institutions, has deepened its senior executive team with the addition of two new hires, announced the Collaborative's Chairman, John Robbins, CMB.
MCT Trading Adds Industry Veteran Joel Dulmage to Growing Sales Team for Mortgage Risk Management
SAN DIEGO, Calif. /California Newswire/ -- MCT Trading, Inc., a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that Joel Dulmage has joined the company in the capacity of regional sales director. Mr. Dulmage will be responsible for new business development and client service management in the Midwest territory.
Real Estate Market Showing Increasing Signs of Strengthening, Says Veros' Latest 12-Month VeroFORECAST Forecast Update
SANTA ANA, Calif. /California Newswire/ -- Veros Real Estate Solutions, an award-winning industry leader in enterprise risk management, collateral valuation services and predictive analytics, reports that the residential market is gaining momentum with a greater percentage of markets expected to increase in value over the next 12 months, moving upwards to 86% from last quarter's 82 percent.
Oasis South Insurance Services acquired by Protector Holdings, expands footprint in San Diego County adding 8 new locations
SAN FRANCISCO, Calif. /California Newswire/ -- Protector Holdings, a joint venture of Edgewood Partners Insurance Center (EPIC) and Dowling Capital Partners, today announced the acquisition of Oasis South Insurance Services. With 8 locations across California's San Diego County, Oasis South specializes in providing insurance services to Hispanic consumers.
Acquisition of EB-5 Regional Center announced by PDC Capital's CEO, Emilio N. Francisco
COSTA MESA, Calif. /California Newswire/ -- Emilio N. Francisco, Chairman and CEO of private equity firm PDC Capital Group, today announced the acquisition of ZGlobal Southern California EB-5 Investment Regional Center.
ReverseVision Inc. Named to HousingWire's HW TECH100 2015 for Top Mortgage Technology
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, Inc., the leading software and technology provider for the reverse mortgage industry, announced it has been included in the 2015 edition of HousingWire's HW TECH100 list.
Tammy Mission of EPIC Insurance Brokers and Consultants Honored as 2015 Insurance Industry 'Power Broker'
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Tammy Mission has been recognized as a Power Broker and an Under-40 designee in the non-profit sector by Risk and Insurance Magazine. This is the second time Mission has received this honor -- her first recognition (also in the non-profit sector) came in 2013.
Anthem Inc. Data Breach Lawsuit Helps Kids, Too, says Weitz & Luxenberg P.C.
LOS ANGELES, Calif. /California Newswire/ -- The Anthem Inc. (NYSE:ANTM) data breach class action lawsuit brought this month by Weitz and Luxenberg, P.C. seeks to protect tens of millions of children - and not just adults - affected by the health insurance giant's massive loss of sensitive confidential records, the New York-based law firm today announced.
ReverseVision Inc. on Track for Financial Assessment Changes in Mortgage Industry Despite HUD Delay
SAN DIEGO, Calif. /California Newswire/ -- John Button, CEO of leading reverse mortgage software and technology provider ReverseVision, says the Department of Housing and Urban Development's (HUD) decision to delay implementation of its Financial Assessment (FA) rules provides a better opportunity for lenders to get the required technology changes including: ReverseVision's, HUD's and other systems implemented into their processes.
PDC Capital Group raising $45M in EB-5 immigrant investor funds to assist biodegradable organic chemical firm Clear Currents Inc.
COSTA MESA, Calif. /California Newswire/ -- Emilio N. Francisco, Chairman and Chief Executive Officer of private equity firm PDC Capital Group, today announced that PDC is raising $45 million in EB-5 immigrant investor funds to assist biodegradable organic chemical products firm Clear Currents, Inc.
Quandis unveils its Quandis Loan Servicing offering, a comprehensive Default Management Platform
FOOTHILL RANCH, Calif. /California Newswire/ -- Quandis, Inc., a leading provider of default servicing software, announced that it launched Quandis Loan Servicing (QLS), an end-to-end default management platform that automates and compliantly manages the default process from start to finish. QLS is offered as an all-in-one system and also as modules so various components can be leveraged by servicers based on individual needs.
Veros Real Estate Solutions' Pathway Supports Lender Appraisal Submissions to EAD
SANTA ANA, Calif. /California Newswire/ -- Veros Real Estate Solutions, an award-winning industry leader in enterprise risk management, collateral valuation services and predictive analytics, today announced that lenders interested in utilizing FHA's recently announced Electronic Appraisal Delivery (EAD) portal can achieve a direct connection for electronic appraisal submission through Veros' PATHWAY.
ReverseVision, Inc. Welcomes Wendy Peel as VP of Sales and Marketing
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, Inc., the leading technology provider for the reverse mortgage industry, today announced that seasoned marketing executive Wendy Peel has joined the company as its vice president of sales and marketing. In this position, Wendy will be responsible for managing the ReverseVision brand, working with product development and broadening brand awareness among forward lenders and financial planners.
DocMagic Inc. Implements MISMO Version 3.3 for the CFPB's Integrated Disclosure deadline
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the mortgage industry's leader in compliant loan document preparation and driver of complete eMortgage adoption, announced that its entire solution set now adheres to version 3.3 of the Mortgage Industry Standards Maintenance Organization (MISMO) Reference Model.
Veros Real Estate Solutions CEO Darius Bozorgi Speaking at 2015 ABS Vegas Conference
SANTA ANA, Calif. /California Newswire/ -- Veros Real Estate Solutions, an award-winning industry leader in enterprise risk management, collateral valuation services and predictive analytics, announces that CEO Darius Bozorgi will be a panelist at the 2015 ABS Vegas conference, the largest capital markets conference in the world.
Bank of Southern California, N.A. Raises $7.2 Million in Capital to Fuel Organic and Acquisition Related Growth
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTCMKTS:FBBN) (the 'Bank') announced today that it completed a private placement of approximately $7.2 million of its common stock, positioning the Company to grow its Southern California Franchise.
Protector Holdings, a joint venture of EPIC and Dowling Capital Partners, acquires Peartree Insurance Services
SAN FRANCISCO, Calif. /California Newswire/ -- Protector Holdings, a joint venture of EPIC (Edgewood Partners Insurance Center) and Dowling Capital Partners, announced today the acquisition of Peartree Insurance Services. Headquartered in Brea, California, Peartree specializes in providing insurance services to Hispanic consumers.
MCT Trading's Phil Rasori recognized for development of MCTlive!, the company's new secondary marketing platform
SAN DIEGO, Calif. /California Newswire/ -- MCT Trading, Inc., a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that its COO, Phil Rasori, was named one of the Top 40 Most Influential Mortgage Professionals Under 40 by National Mortgage Professional magazine.
EPIC Insurance Brokers adds Shelley Dawson, Jon Greenstein and John Gaffney to Employer Services Platform
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that Shelley Dawson, Jon Greenstein and John Gaffney have joined the firm in San Francisco. All will assume leadership roles in EPIC's rapidly growing Employer Services Platform (ESP).
Launch of Quandis Servicemember Outreach (QSO) website checks the Department of Defense's database for SCRA active duty status
FOOTHILL RANCH, Calif. /California Newswire/ -- Quandis, Inc., a leading provider of mortgage servicing software, today announced that it rolled out a website to help address President Obama's New Executive Actions to assist service members, veterans and their families.
EPIC Insurance Brokers and Consultants Ranked #20 among Top Large Group Employee Benefits Broker-Consultants
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #20 among the nation's 'top large group employee benefits consultants' by Employee Benefit Advisor.
EPIC Insurance Brokers and Consultants acquires Greyling Insurance Brokerage
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants today announced it has acquired Greyling Insurance Brokerage and Risk Consulting, Inc., a specialty insurance broker and risk management consultant based in Atlanta, with locations in St. Louis, and Tampa. The firm will now operate as 'Greyling Insurance Brokerage - a Division of EPIC.'
EPIC Insurance Brokers and Consultants adds Crawford McInnis, Brian Tanner and Wilson Long in Alabama
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that Crawford McInnis, Brian Tanner and Wilson Long have joined the firm as principals in Birmingham, Ala.
EPIC Insurance Brokers and Consultants adds Karman Chan as new CFO
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Karman Chan has joined the firm as Chief Financial Officer (CFO) in San Francisco. EPIC's current CFO, Michael Gonthier, will transition to a new EPIC position as Chief Administrative Officer.
EPIC Insurance Brokers and Consultants welcomes Sharon Rusconi as VP and Regional Surety Executive
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that surety executive Sharon Rusconi and her team have joined the firm in Sacramento, Calif. Rusconi's book of business and other assets were purchased by EPIC from Lesron Insurance Agency.
EPIC Insurance Brokers Ranked 46 Among World's Top Insurance Brokers in Finaccord's Global Insurance Broking
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked 46 among the world's top insurance brokers in Finaccord's Global Insurance Broking: A Strategic Review of the World's Top 150 Commercial Non-Life Insurance Brokers.
Michael Nischan of EPIC Insurance Brokers and Consultants to Advise Trucking Industry on Minimizing Risk, Enhancing Safety
SAN FRANCISCO, Calif. /California Newswire/ -- As the head of the transportation safety and security consulting business for EPIC Insurance Brokers and Consultants, Michael Nischan will present his views on risk management in the trucking industry on a panel during a three-day industry seminar hosted by the Trucking Industry Defense Association (TIDA).
Edgewood Partners Insurance Center adds John Walsh as Executive Liability and Financial Lines Principal
SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that John Walsh has joined the firm as their Principal of Executive Liability and Financial Lines insurance. Walsh brings more than 10 years of Financial Lines Broking, Placement, Underwriting, Business Development, Client Service, Operations and Claims Management experience to EPIC.
Jeremy Burcham named Chief Strategy Officer at The Compliance Group, Inc.
CARLSBAD, Calif. /California Newswire/ -- Leading mortgage compliance services provider The Compliance Group, Inc. (TCG) today announced it has hired Jeremy Burcham as Chief Strategy Officer. Bringing nearly 14 years of quality control and operations experience, Burcham will be responsible for formulating, facilitating and communicating TCG's plans for the future.
Seasoned Community Banker Mark Gustafson Named Market Exec at Bank of Southern California
PALM DESERT, Calif. /California Newswire/ -- Bank of Southern California today announced that seasoned community banker, Mark Gustafson has been appointed to lead the bank's Coachella Valley region. Mr. Gustafson most recently served as Market President for First California Bank which was sold and merged into Pacific Western Bank. He also served as President and CEO of Canyon National Bank, Ogden BancShares, Inc
Christopher Walker, Esq. joins Edgewood Partners Insurance Center as Director of Healthcare Compliance
SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Christopher Walker, Esq. has joined the firm as Director of Healthcare Compliance and Associate General Counsel, Employee Benefits. Walker will be based in EPIC's San Francisco headquarters and will report to Executive Vice President and General Counsel, Dan Crawford.
Edgewood Partners Insurance Center announces Co-founder Dan Francis to Leave Company
SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a national retail property, casualty insurance brokerage and employee benefits consultant, today announced that Co-founder and Executive Chairman Dan Francis has elected to leave the firm effective Nov. 1, 2014.
Edgewood Partners Insurance Center welcomes Bill Cosgrove as Financial Institutions Practice Leader
SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that William P. Cosgrove has joined the firm as managing principal and Financial Institutions Practice leader. Cosgrove brings 28 years of insurance industry underwriting, production, marketing, client service, management and executive leadership experience to the firm.
Edgewood Partners Insurance Center Names Insurance Veteran Peter Garvey as Chief Operating Officer
SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the appointment of insurance industry veteran Peter Garvey as Chief Operating Officer, a newly created position reporting to CEO John Hahn. Bringing EPIC nearly 35 years of insurance brokerage strategic operations, mergers and acquisitions, and executive leadership experience, Garvey will be chartered with further accelerating EPIC's growth momentum.
Edgewood Partners Insurance Center welcomes David Wiesner as Regional Director for Employee Benefits Consulting
SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced that David Wiesner has joined the firm as managing principle and regional director in EPIC's Employee Benefits Consulting Division.
EPIC Insurance Brokers and Consultants named a 'Best Place to Work in Insurance' for 5th Year
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty and employee benefits insurance brokerage, has been recognized for a fifth year as a 'Best Place to Work in Insurance' by Business Insurance Magazine and survey co-sponsor Best Companies Group.
Launch of new secondary marketing technology platform MCTlive earns recognition
SAN DIEGO, Calif. /California Newswire/ -- MCT Trading, Inc., a recognized leader in mortgage pipeline hedging, loan sale execution and risk management services, today announced that it has been chosen by Mortgage Technology magazine as a finalist for the 2014 'Release of the Year' Award.
Wholesale Trading Co-Op Insurance Services welcomes Sean Shannon to San Francisco team
SAN FRANCISCO, Calif. /California Newswire/ -- Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that Sean Shannon has joined the firm's property team as Vice President/Property Broker. WTCI is an independently operated and managed wholesale brokerage firm that collaborates directly with its retail insurance broker members to develop comprehensive placement strategies to better serve clients.
ReverseVision Names Jeff Birdsell VP to lead new RV Professional Services division
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, Inc. today announced the launch of their Professional Services division aimed at helping reverse mortgage lenders and brokers to be more successful. Mortgage industry veteran and the company's former head of product management, Jeff Birdsell, CMB, will lead the RV Professional Services as Vice President of this new division.
ArteQuesta announces a new art investment program in its support for veterans and military families
MILL VALLEY, Calif. /California Newswire/ -- ArteQuesta today announced a new art investment program in its support for veterans and military families. The fine arts investment company believes that every opportunity for the enjoyment of art, including the opportunity for art investment, should be given to those who serve the United States.
SavePro Insurance Solutions addition to Premier Insurance Services brand adds commercial insurance products
SAN FRANCISCO, Calif. /California Newswire/ -- Protector Holdings, LLC, a joint venture of EPIC (Edgewood Partners Insurance Center) and Dowling Capital Partners, today announced the acquisition of Northern California's SavePro Insurance Solutions. Addition to Premier Insurance Services brand adds auto, homeowners and commercial insurance products and Latino service markets.
Reverse Mortgage Expert Jeffrey Taylor says HECM Reverse Mortgages Have Less Risk for Lenders
SAN DIEGO, Calif. /California Newswire/ -- According to reverse mortgage expert Jeffrey Taylor, a ReverseVision board member and president of Wendover Consulting, mortgage lenders offering the HUD-insured Home Equity Conversion Mortgage (HECM) will find that originating reverse loans carries fewer risks than traditional mortgages.
Edgewood Partners Insurance Center adds the retail risk management and property-casualty team of JLT Towers Re
SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a nationwide retail property, casualty and employee benefits insurance broker/consultant, today announced the addition of the retail risk management and property/casualty team of JLT Towers Re. This strategic build-out of a team serving large, complex risk management accounts is a product of EPIC's broadening alliance partnership and collaboration with JLT Towers Re.
Reverse Mortgage Volumes Trend Upward in Closed Loan Data says Rob Katz of ReverseVision Inc.
SAN DIEGO, Calif. /California Newswire/ -- Contrary to what has been reported for the past six months, reverse mortgage originations have been trending up according to ReverseVision, Inc., a leading provider of reverse mortgage lending solutions. ReverseVision's RV Exchange (RVX) is the leading reverse loan origination system (RLOS) and lending system of record for the majority of reverse lenders.
Wholesale Trading Co-Op Insurance adds casualty brokerage veteran Jennifer Terra as VP Casualty Broker
SAN FRANCISCO, Calif. /California Newswire/ -- Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that casualty brokerage veteran Jennifer Terra has joined the firm as Vice President/Casualty Broker. Terra will be based in WTCI's New York office, reporting to casualty team leader and Director, Joe Hayes.
Quandis Technology Enables Scott Law Firm to Automate Name Permutation Searches to Comply with SCRA
FOOTHILL RANCH, Calif. /California Newswire/ -- Quandis, Inc., a leading provider of mortgage servicing software, today announced that Scott Law Firm, which serves the default servicing industry, is actively utilizing its new military search name permutation functionality. Scott Law Firm can now more easily and efficiently identify active duty military borrowers in the DoD database to comply with the Servicemembers Civil Relief Act.
Free Online Course on HUD Mortgagee Letter Changes offered through RV University (RVU)
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, Inc., a leading provider of business solutions for the reverse mortgage industry is offering a free online class 'Understanding the New Rules Regarding Non-Borrowing Spouses,' focused on changes announced by HUD in recent Mortgagee Letters 2014-07 and 2014-12 through its ReverseVision University (RVU).
Edgewood Partners Insurance Center acquires Jenkins Insurance Services
SAN FRANCISCO, Calif. /California Newswire/ -- The shareholders of Jenkins Insurance Services, a Leavitt Group agency, have sold 100 percent of their shares in Jenkins to Edgewood Partners Insurance Center (EPIC). The transaction, which closed on July 17, was retroactively effective July 1, 2014. Jenkins, with California offices in Concord, Sacramento, San Jose, Orange County, and in Reno, Nevada, employs 160 and has approximately $34 million of annual revenue.
