Tag: finance

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Blake Chauvin has joined the firm as a Producer in their Concord, California office.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 3, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today they are continuing to expand their employee benefits resources with the addition of a new Pharmacy Practice Leader, Bob Eisendrath.

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the fourth quarter ended December 31, 2019. Total assets ended the year at $830 million at December 31, 2019, an increase of 8.1% compared to December 2018. Total loans increased 6.6% to $677 million and total deposits increased 7.0% to $672 million compared to the prior year as well.

PASADENA, Calif. /California Newswire/ -- KROST CPAs and Consultants, a firm based out of Los Angeles, has merged in BPE&H out of Woodland Hills effective January 1, 2020. Seven principals will join the leadership team at KROST, including Scott Eisner, Martin Belak-Berger, Bob Price, Phil D'Amico, Scott Gilmore; and founding BPE&H principals Jerry Block and Jane Plant.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kevin Melvin has joined the firm as Director of the firm's Southeast Charter School Practice.

DANVILLE, Calif. /California Newswire/ -- Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape.

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, is pleased to announce it has signed an agreement with Mortgage Guaranty Insurance Company (MGIC) to be the newest addition to join its Preferred Partner Network.

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam Founder and CEO Rick Triola today applauded the Florida legislature for passing HB 409, which went into effect on January 1, 2020. The bill authorizes online notarizations and specifies requirements and standards for performance of such online notarizations.

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has been approved by the Michigan Department of State to provide both eNotary and remote online notarization (RON) services to the more than 113,000 notaries public registered in the state.

DENVER, Colo., Dec. 19, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers second quarter (Q2) 2019 and provides loan quality findings for mortgages reviewed by ACES Audit Technology.

LOS ANGELES, Calif. /California Newswire/ -- In recognition of the highly impactful, life-changing work provided to people with disabilities in the region, the Jewish Community Foundation of Los Angeles (The Foundation) has awarded Jewish Los Angeles Special Needs Trust & Services (JLA Trust) with a three-year, $250,000 Next Stage Grant.

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS: BCAL), a community business bank headquartered in San Diego, announced today the successful completion of a capital raise of approximately $12 million through the issuance of common stock in a private placement to institutional and accredited individual investors at a price of $12.00 per share.

SUNNYVALE, Calif. /California Newswire/ -- Automated underwriting insurtech Juniper Labs today announced that it is launching the first ever open-sourced data set purpose built for commercial insurance. Juniper Labs plans to release over 40 million business records it acquired to train its underwriting models for anyone to use.

LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants ("EPIC"), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Raylene Chiarizzio has joined the firm as Senior Vice President of the firm's Southwest Risk Management Practice.

LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that David Thoke has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.

LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that BobbiJo DeNofa has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.

SAN FRANCISCO, Calif. /California Newswire/ -- AmericaSCORES Bay Area, the award-winning nonprofit that has been studied for its proven benefits to student learning, health, and social-emotional skills of over 2,000 low-income youth, has partnered with blockchain technology and design firm Totem Block and BitPay, the largest global blockchain payment provider, to become an early adopter in accepting cryptocurrency donations.

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, today announced that Black Knight, Inc. (NYSE:BKI), a leading provider of mortgage software, data and analytics solutions, has been added to its Preferred Partner network.

ATLANTA, Ga., Dec. 4, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Todd Randolph has joined the firm as a Principal of its Southeast Employee Benefits Practice.

NAPA, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sheryl Marshall has joined the firm as Principal within the firm's Moving & Storage Practice.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Scott Weiss has joined the firm as a Principal in their Risk Management Practice.

PASADENA, Calif. /California Newswire/ -- Jean Hagan, Principal of KROST CPAs & Consultants and leader of the firm's restaurant consulting practice, has recently taken on an additional title as Adjunct Professor of Restaurant Operations and Management Strategies at the Culinary Institute of America (CIA). Her first course, Operations and Management Strategies for the Restauranteur, began this fall.

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.

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.

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam(R) today announced that in honor of Veterans Day, it would once again offer free remote online notarization (RON) sessions to United States veterans and current service members as part of its semi-annual "Help a Hero" initiative.

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.

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.

ATLANTA, Ga., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has been named to the Atlanta Business Chronicle's list of the top 20 employee benefits and compensation companies in Atlanta.

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.

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.

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.

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.

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.

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that the study results from STRATMOR Group's 2019 Technology Insight Study show MCT as the industry leader in lender share, overall satisfaction, and Lender Loyalty Score(r) in the Production Pipeline Hedging category.

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced the launch of its new LoanMagic mobile application. LoanMagic, which is provided free to all DocMagic customers, leverages a powerful backend platform that provides full interoperability with DocMagic solutions, as well as other third-party mortgage software.

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.

NEW YORK, N.Y. and SAN FRANCISCO, Calif., Oct. 14, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Kamran Khaliq, Vice President, Private Equity and M&A, has been named a 2019 Insurance Industry "Young Gun" by Insurance Business America (IBA).

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.

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.

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.

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.

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.

EAST LANSING, Mich., Sept. 26, 2019 (SEND2PRESS NEWSWIRE) -- Mode Health, the employee benefits agency for modern small businesses, today announced a strategic partnership with On Target Living, a health and performance company located in East Lansing, Michigan.

MACON, Ga., Sept. 23, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and performance management software and solutions for the mortgage industry, will debut LimeGear, a turnkey business intelligence (BI) platform at Source Media's Digital Mortgage Conference on Tuesday, September 24, live from the event's main stage during demo session #4, which begins at 8:55 a.m.

DENVER, Colo., Sept. 19, 2019 (SEND2PRESS NEWSWIRE) -- Digital mortgage platform provider Maxwell announced their strategic partnership with Integra to offer seamless, bi-directional integration with Integra's EPIC Loan Origination System.

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.

LOVELAND, Colo., Sept. 18, 2019 (SEND2PRESS NEWSWIRE) -- Gary W. Hansen, President, Retirement Planning Center of the Rockies, LLC, has earned the Retirement Income Certified Professional(R) (RICP(R)) designation from The American College of Financial Services.

CHICAGO, Ill., Sept. 17, 2019 (SEND2PRESS NEWSWIRE) -- Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain's Chicago Business's 2019 Notable Entrepreneurs. Crain's list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve success

CHICAGO, Ill., Sept. 10, 2019 (SEND2PRESS NEWSWIRE) -- Aclaro Inc., the game-changing Artificial Intelligence software company that provides disruptive technologies to the automotive, financial, and government sectors, announces a new Board Member and the release of Aclaro EcoSystem 3.0 (ES 3.0). With these announcements, Aclaro continues rapid advancement toward its overarching mission of helping lenders, dealers and consumers develop and nurture longer mutually beneficial relationships.

CHICAGO, Ill., Aug. 29, 2019 (SEND2PRESS NEWSWIRE) -- Associated Colleges of Illinois' (ACI) 26 member colleges and universities contributed an economic value of more than $3.5 billion to the Illinois economy, according to updated, publicly available information compiled by ACI. In addition, the member schools employed more than 34,000 people, enrolled nearly 70,000 students and provided $900 million in financial aid.