CA Finance

CA Finance

CA Finance

CA Finance

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.
Bill Cosgrove of EPIC

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.
Jeff Birdsell

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.

Edgewood Partners Insurance Center welcomes Andrea Levin as a VP in the North Bay

PETALUMA, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance broker/consultant, today announced the addition of Andrea Levin as a vice president in their Petaluma office. Levin brings 24 years of experience in the development and management of property and casualty insurance and risk management programs, working with a wide range of business and industry and specializing in financial institutions.

Greg Dobson joins Edgewood Partners Insurance Center in San Ramon as a principal in its employee benefits division

SAN RAMON, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage, has added Greg Dobson as a principal in its employee benefits division. Dobson brings 30 years of employee benefits expertise to EPIC. He will be based in the company's San Ramon office.
California Gov. Brown

Calif. Governor Brown, Treasurer Lockyer Kick-Start California PACE Program

SACRAMENTO, Calif. /California Newswire/ -- On Tuesday, Calif. Governor Edmund G. Brown Jr. and State Treasurer Bill Lockyer announced key actions approved late yesterday...

Digital Dailies company DAX LLC to be acquired by Prime Focus Technologies

LOS ANGELES, Calif. /California Newswire/ -- Prime Focus Technologies (PFT), the technology subsidiary of Prime Focus (BSE:532748) today announced that it has signed a definitive agreement to acquire DAX LLC, a leading provider of cloud-based production workflow and media asset management applications to the entertainment industry.

Edgewood Partners Insurance Center welcomes Senior Consultant Cheryl Doege in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, has added Cheryl Doege as a senior consultant to their national employee benefits consulting practice. Doege brings 23 years of experience in human resources and benefits consulting to EPIC with specialties in benefit program design and funding strategies.

EPIC welcomes Financial 'Power Broker' Jim Loughlin as Managing Principal, Risk Solutions in N.Y.

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a nationally expanding retail property, casualty and employee benefits insurance brokerage, today announced that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions.

Phil Rasori, COO of MCT Trading to Speak at the 11th Annual Eastern Secondary Market Conference

SAN DIEGO, Calif. /California Newswire/ -- MCT Trading, Inc., a recognized leader in mortgage pipeline hedging and risk management services, today announced that its COO, Phil Rasori, is scheduled to present at the 11th Annual Eastern Secondary Market Conference in Orlando on February 6.

Home Improvement Industry Scores Below Average in the first 2014 Planese Inc. U.S. Customer Satisfaction Survey

SUNNYVALE, Calif. /California Newswire/ -- Planese Inc. today released a summary of its latest Consumer Satisfaction Survey, the first for 2014. Local Retailers are the best at meeting the needs of their customers - and grocery stores offer the most predictable consumer experience. The report was compiled from a survey of U.S. homeowners to determine their level of satisfaction with purchases of goods and services in 11 key industries.

Edgewood Partners Insurance Center expands to Southeast with acquisition of The McCart Group of Atlanta

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired The McCart Group of Atlanta, Ga. Founded in 1971 as Joe McCart Insurance Agency, Inc., The McCart Group is now one of the largest insurance and risk management firms in Georgia.

San Diego Attorney Stanley D. Prowse featured on Andrea Kaye Radio Show 'Legal Eagle' Programs

CARLSBAD, Calif. /California Newswire/ -- Carlsbad attorney Stan Prowse was approached in early 2013 by the Andrea Kaye Financial News and Talk radio show to participate in a Legal Eagle series of segments focused on Family Law. Since that time seven segments have been produced and aired live on AM1450 San Diego and AM1510 Las Angeles.

Employee Benefits Professional Sama Hershey Davis joins Edgewood Partners Insurance Center in North Bay

PETALUMA, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, has added Sama Hershey Davis in their North Bay employee benefits consulting practice. Hershey Davis brings 15 years of experience in healthcare, benefits consulting, human resources, compliance, wellness and client relationship management to EPIC.

Interpreters Unlimited Inc. Doubles Revenue with Acquisition of Albors and Alnet, a Translation and Medical Transportation Company

SAN DIEGO, Calif. /California Newswire/ -- Interpreters Unlimited, Inc. today announced that it has recently acquired Albors and Alnet, a language and medical transportation company. And, the Bank of Southern California was instrumental in providing the financing for the acquisition. As a result of this acquisition, Interpreters Unlimited has doubled its number of employees; can now offer medical transportation services; and has a presence on the east coast.

The Carlyle Group to acquire a controlling equity stake in Edgewood Partners Insurance Center

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a leading retail insurance broker headquartered in California, announced today that funds managed by global alternative asset manager The Carlyle Group ( NASDAQ:CG ) have agreed to acquire a controlling equity stake in the company. Carlyle's investment will enable EPIC to continue to execute its organic growth strategy and support strategic acquisitions of complementary insurance distribution platforms throughout the U.S.

Postdoc Union Launches Campaign Urging UC to Reimburse Employees for Contractual Health Benefits UC Unfairly Refused to Provide

BERKELEY, Calif. /California Newswire/ -- UAW 5810, the union representing more than 6,000 postdoctoral scholars at the University of California, has launched a new online push for action urging UC to stop dragging its feet and reimburse many newly-immigrated postdocs for health care benefits it is contractually obligated to provide. The ads, which are linked to a change.org petition, can be seen here.

EPIC Insurance recognized as a 'Best Place to Work in Insurance' for 2013 – fourth year honored

SAN MATEO, Calif. /California Newswire/ -- EPIC Insurance, a retail property, casualty and employee benefits insurance brokerage, has been recognized for a fourth year as a Best Place to Work in Insurance by Business Insurance Magazine and survey co-sponsor Best Companies Group.

Quandis Inc introduces new Web Interfaces to Reach Additional Entities and Process More Mortgage Valuation Transactions

FOOTHILL RANCH, Calif. /California Newswire/ -- Quandis, Inc., a leading provider of default management technology and Web-based solutions, today announced that it has developed a number of different new integrations between its clients and the technology platforms that are used to place and securely transmit data on completed valuation orders.

The Compliance Group Inc offers third-party services management for mortgage bankers

CARLSBAD, Calif. /California Newswire/ -- Mortgage compliance services provider The Compliance Group, Inc. announces third party services management, including management of appraisal management companies (AMCs) for mortgage bankers, and the mortgage lending operations of community banks and credit unions.

Bank of Southern California welcomes Kevin McGuire, appointed to lead the bank's Coachella Valley region

PALM DESERT, Calif. /California Newswire/ -- The Bank of Southern California, N.A. announces that former Palm Desert National Bank CEO and Chairman, Kevin McGuire has been appointed to lead the bank's Coachella Valley region. Mr. McGuire currently serves as Special Assistant to the Chancellor at UC Riverside, Palm Desert Campus.

Planese Releases 2013 Remodeling Sentiment Report for Northern California: Homeowners Again Excited About Remodeling

SUNNYVALE, Calif. /California Newswire/ -- Planese, Inc. has announced its Northern California findings from its Fall 2013 'U.S. Remodeling Sentiment Report.' This release will coincide with the 3-day Home and Garden Show at the Santa Clara Convention Center that starts on Sept. 13. This forward-looking report, based on data from Planese's survey of 2,000 homeowners nationwide, has documented trends in the home improvement industry since 2005.

Quandis Inc Expands California Staff to support growth in its Default Servicing Technology SaaS

FOOTHILL RANCH, Calif. /California Newswire/ -- Quandis, Inc., a leading provider of default management technology solutions, today announced that it has hired technical staff members across the board to prepare for a growing demand for its lending industry SaaS applications.

LendingQB's Loan Origination System helps Venta Financial Group Completely Automate Lending

COSTA MESA, Calif., /California Newswire/ -- LendingQB, a provider of end-to-end loan origination software, today announced that Venta Financial Group, Inc., a wholesale and retail mortgage banker, has experienced stellar results since implementing its browser-based end-to-end loan origination system (LOS).

MCT Trading Inc. named to San Diego Business Journal 2013 Top 100 Fastest-Growing Private Companies List

SAN DIEGO, Calif. /California Newswire/ -- MCT Trading, Inc., a leader in mortgage pipeline hedging and risk management services, announced that it has been named to the San Diego Business Journal's 2013 'Top 100' annual fastest-growing private companies list, with a specific ranking of 24. Organizations that earned a spot on the list were honored at a recent awards ceremony held at the Paradise Point Resort and in San Diego.

Edgewood Partners Insurance Center acquires SafeHarbor Risk Management, expands to the East Coast

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a rapidly growing retail property and casualty insurance brokerage and employee benefits consultant, today announced it has acquired SafeHarbor Risk Management. The firm has locations in New York and Boston, Mass.

The Compliance Group, Inc. expands into larger offices to meet increased demand for Mortgage Compliance Services

CARLSBAD, Calif. /California Newswire/ -- California-based mortgage compliance services provider The Compliance Group, Inc., has relocated from its original San Marcos, Calif.-location into a larger office space, located at 1901 Camino Vida Roble, Ste. 115 in Carlsbad. According to Annemaria Allen, president of The Compliance Group, increased activity in the regulatory sector was a driving factor in the decision to move.

Jim Gillette of Edgewood Partners Insurance Center named a 40 Under 40 Regional Broker Leader

LOS ANGELES, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage, announced today that Jim Gillette has been selected by Business Insurance magazine as a '40 Under 40 Regional Broker Leader' award winner. Gillette is one of only eight to receive this honor in the Western Region.

Edgewood Partners Insurance Center, Dowling Capital Partners and Premier Insurance Team to Change Hispanic Insurance Market

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage and consultancy, announced today a partnership with Dowling Capital Partners (DCP) and Premier Insurance Services, focusing on the personal insurance needs of the Hispanic market in the West and Southwest regions of the United States.

Dr. Barry Eichengreen to guest on 'Market Wrap with Moe Ansari' to discuss the looming threat of Europe on Wall Street

NEWPORT BEACH, Calif. /California Newswire/ -- On April 10, Dr. Barry Eichengreen will be the Guest Expert on 'Market Wrap with Moe Ansari,' a nationally syndicated radio show that analyzes Wall Street news and provides insight into the complexities of the stock market.

Karl Kim of Retirement Planning Advisors Inc is quickly gaining a reputation as California's 'go-to-guy' in retirement crisis planning

LOS ANGELES, Calif. /California Newswire/ -- Retirement Planning Advisors, Inc.'s Karl Kim CFP, CLTC, is a Medi-Cal specialist who is quickly gaining a reputation for being California's 'go-to-guy' in the retirement crisis planning arena. In fact, RPA is California's first firm completely dedicated to retirement crisis planning and pre-planning.

Retirement crisis expert and author Karl Kim Offers Medi-Cal and Long-term Care Solutions in his New Book

LOS ANGELES, Calif. /California Newswire/ -- According to retirement crisis expert. and author of 'Don't Go Broke Paying the Nursing Home' (ISBN: 978-0988902619), Karl Kim, CFP, CLTC; each year thousands of people are thrust into a 'care crisis' when a family member or loved one needs long-term care.

San Diego's Bank of Southern California announced that they have acquired branch building from the FDIC

SAN DIEGO, Calif. /California Newswire/ -- Today, after more than two years of leasing their La Quinta office, Bank of Southern California announced that they have acquired the space permanently from the FDIC. At the end of 2010, Bank of Southern California began leasing the space, as well as another location in Palm Springs, when it acquired the two branch offices from Palm Desert National Bank.

Interthinx White Paper 'A Proven Approach to Stress Testing' on Retail Loan Portfolios Offers Best Practices for Lenders

AGOURA HILLS, Calif. /California Newswire/ -- The Predictive Analytics Group at Interthinx, a Verisk Analytics (NASDAQ:VRSK) subsidiary, announced today the availability of a white paper outlining its recommendations for conducting stress testing on retail lending portfolios: 'A Proven Approach to Stress Testing Consumer Loan Portfolios.'

On 'Market Wrap with Moe Ansari,' Financial Consultant and Author Ed Carlson Discusses How to Time Stock Market Cycles

NEWPORT BEACH, Calif. /California Newswire/ -- On Feb. 20, 'Market Wrap with Moe Ansari' will host Ed Carlson, author of 'George Lindsay's An Aid to Timing' (ISBN: 978-0615720371). There are many methodologies for deciding when to buy and sell in the stock market, and the right advice can be invaluable.

Southern Secondary Market Conference 2013: LendingQB to talk about 'You Configure vs. We Configure' tech

COSTA MESA, Calif. /California Newswire/ -- LendingQB, a provider of end-to-end loan origination software, announced that it will be exhibiting at the Texas Mortgage Bankers Association annual Southern Secondary Market Conference for the first time. The event will be held at the Marriott Woodlands Waterway Hotel and Convention Center in Houston.

Quandis Inc. and Adeptive Software Partnership to Streamline Borrower Bankruptcy Searches using the Government's PACER Locator Service

FOOTHILL RANCH, Calif. /California Newswire/ -- Quandis, Inc., a leading provider of default management technology solutions, and Adeptive Software, the developer of ResWare(TM), announced that they have with integrated Quandis' interface to the government's Public Access to Court Electronic Records (PACER) database for bankruptcy searches.

LendingQB president Binh Dang named a Top 40 Under 40 Most Influential Mortgage Professional

COSTA MESA, Calif. /California Newswire/ -- LendingQB, a provider of end-to-end loan origination software, announced that its president, Mr. Binh Dang, has been named to National Mortgage Professional magazine's Top 40 Most Influential Mortgage Professionals Under 40 list.

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