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CA Finance

JLA Trust: Lifting People with Disabilities Out of Poverty, JLA Pooled Trust Hits $5M in Beneficiary Assets

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Bank of Southern California, NA (OTC:BCAL) Completes Capital Offering and Plans to Form Holding Company

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Juniper Labs Announces Open Data Set for Commercial Insurance Launch at Plug and Play Winter Summit

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Raylene Chiarizzio has joined EPIC as Senior VP of the firm’s Southwest Risk Management Practice

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EPIC adds David Thoke to its Risk Management operations in Los Angeles

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BobbiJo DeNofa joins the EPIC Risk Management team in Los Angeles

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Black Knight Inc. Joins The Mortgage Collaborative (TMC) Preferred Partner Network

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EPIC Adds Scott Weiss as Principal – Strengthens its Risk Management Operations in California

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Kelly Geary of EPIC Insurance Brokers Named National Executive Risk and Cyber Practice Leader

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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NotaryCam’s Rick Triola Named a 2019 HousingWire Tech Trendsetter

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

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

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

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

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

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Paragon Insurance Holdings Launches Nationwide Workers’ Compensation Insurance Program

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

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

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

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

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

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

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EPIC Insurance Brokers & Consultants Acquires Trumark Insurance & Financial Services

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

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

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

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

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

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

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ReverseVision Names Sunny Mahdii Vice President of Operations

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

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

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

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

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

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