Tags Management and Career Moves

Tag: Management and Career Moves News

Strategic Benefits Advisors Taps Leslie Olds as Senior Benefits Consultant

ATLANTA, Ga., May 23, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has hired veteran retirement plans leader Leslie Olds for the role of senior benefits consultant. A retirement benefits consultant of 28 years, Olds will advise SBA's plan sponsor clients on managing all aspects of their broad-based and executive retirement programs, including financing, design, implementation, administration and compliance.

World Renowned C Diff Foundation Announces First Ever Appointment of Paul Feuerstadt, M.D. as Director of Medical Education

NEW PORT RICHEY, Fla., May 22, 2019 (SEND2PRESS NEWSWIRE) -- C Diff Foundation, a one hundred percent volunteer, world renowned 501(c)(3) not-for-profit organization, has appointed nationally renowned Gastroenterologist, Dr. Paul Feuerstadt as its first Director of Medical Education.

Marten den Haring Joins Lirio as Chief Product Officer

KNOXVILLE, Tenn., May 20, 2019 (SEND2PRESS NEWSWIRE) -- This week, Marten J. den Haring, Ph.D., MSc, joins the Lirio team as Chief Product Officer with over 20 years of experience growing major software companies in the U.S. and Canada. Den Haring recently held executive positions at Element AI and Digital Reasoning, two highly respected AI companies.

Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor

NEW YORK, N.Y., May 20, 2019 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.

ACEC Business Insurance Trust and Greyling/EPIC Announce New Trustee Appointment

WASHINGTON, D.C. and SAN FRANCISCO, Calif., May 15, 2019 (SEND2PRESS NEWSWIRE) -- The American Council of Engineering Companies (ACEC) Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today that Paul Boyce, P.E., PG, has been appointed a Trustee for the ACEC Business Insurance Trust.
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.

Adam Glick Appointed Principal of Frenkel and Company – an EPIC Company in New York

NEW YORK, N.Y., May 9, 2019 (SEND2PRESS NEWSWIRE) -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Adam Glick has been appointed Principal of the firm's operations in New York. Glick is based in EPIC's New York, NY office and reports to Phil Remig, New York City President & COO.
Mortgage Quality Management

MQMR Hires Mortgage Compliance Exec Jeff Christensen as Vice President of Sales

LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has hired Jeff Christensen as Vice President of Sales. In this role, Christensen will be responsible for leading sales, driving new business opportunities and expanding awareness of the MQMR brand in the market.

ARMCO Bolsters C-Suite by Hiring Kyle Kehoe as Chief Revenue Officer

POMPANO BEACH, Fla., May 1, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has hired Kyle Kehoe as chief revenue officer.
Leslie Winick

Mortgage Capital Trading (MCT) Bolsters Executive Management Team with Addition of Leslie Winick as Chief Strategy Officer

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Leslie Winick has joined the company as Chief Strategy Officer (CSO). In this newly created position, Ms. Winick will play an integral role in helping MCT hone its strategic direction, further increase market share, manage rapid growth, and delight clients.

OpenClose Bolsters Sales Team with Addition of Mortgage Software Veteran Tom Buenz

WEST PALM BEACH, Fla., April 30, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Tom Buenz has joined the company in the position of vice president, enterprise sales. In this role, Mr. Buenz will help satisfy an increasing demand for OpenClose's LOS, digital mortgage point-of-sale (POS) solution and ancillary software products.

Mid America Mortgage Hires Kerry Webb as Director of Business Development

ADDISON, Texas, April 11, 2019 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. announced today that it has hired Kerry Webb as Executive Managing Director of Business Development. In this role, Webb will be responsible for recruiting, managing and motivating teams of mortgage professionals to meet and exceed productions goals that align with the overall company's strategic volume growth and profitability goals.

Simplifile Promotes Mark Moats to VP of National Accounts

PROVO, Utah, April 11, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced it has promoted Mark Moats to Vice President of National Accounts. Moats previously served as a Regional Sales Director for Simplifile and has been with the company for nearly 13 years.
Gaylin Anderson of BCAL

Bank of Southern California NA Names Gaylin Anderson to Chief Banking Officer

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has appointed Gaylin Anderson Executive Vice President, Chief Banking Officer. Mr. Anderson previously served as Executive Vice President, Market Executive, and was responsible for the bank's growth within the newly added Los Angeles and Orange County markets.

MorVest Capital Hires Larry Charbonneau as Managing Director, Mergers and Acquisitions

SUGAR LAND, Texas, April 3, 2019 (SEND2PRESS NEWSWIRE) -- David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, announces the addition of Managing Director Larry Charbonneau.

Dr. Lisset Arenas Joins the Spodak Dental Group Team

DELRAY BEACH, Fla., March 29, 2019 (SEND2PRESS NEWSWIRE) -- Dr. Lisset Arenas, a dedicated and highly-skilled general dentist, has joined the Spodak Dental Group team in Delray Beach, Fla. A 2017 graduate of the University of Florida College of Dentistry, Dr. Arenas looks forward to providing her patients with unparalleled dental care.
EPIC Insurance

EPIC Adds Vanessa Smiley in Atlanta, Georgia

ATLANTA, Ga. and SAN FRANCISCO, Calif., March 28, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Vanessa Smiley who will assume a key role in EPIC's growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Operations.

EPIC Adds Chris Knight in Atlanta, Georgia

SAN FRANCISCO, Calif. and ATLANTA, Ga., March 28, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Chris Knight who will assume a key role in EPIC's growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Analytics and Innovation.
EPIC Insurance

EPIC Insurance Brokers Adds Kevin Grady and Christian Florence in Atlanta

ATLANTA, Ga. and SAN FRANCISCO, Calif., March 25, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Kevin Grady and Christian Florence, both recognized experts in utilizing rigorous data analyses, benchmarking, and key performance metrics to reduce the total cost of risk.

EPIC Insurance Brokers adds JoBeth Wells in Dallas Texas

DALLAS, Texas and SAN FRANCISCO, Calif., March 20, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ('EPIC') announced today that JoBeth Wells has joined the firm's Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC Insurance Brokers adds Stephanie Pitzer in Dallas Texas

DALLAS, Texas and SAN FRANCISCO, Calif., March 20, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Stephanie Pitzer, CRM, CIC has joined the firm's Property and Casualty operations, as a Client Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

Lirio Expands Behavioral Expertise with Key Hire, Chandra Osborn

KNOXVILLE, Tenn., March 5, 2019 (SEND2PRESS NEWSWIRE) -- Lirio, The Behavior Change Company, welcomes Chandra Osborn as new Chief Behavioral Officer, paving the way for advanced developments in behavioral analysis and communication. Chandra is highly skilled and respected in behavioral science, having worked tirelessly to expand behavioral research and analysis in both the public and private sectors.
EPIC Insurance

EPIC Insurance Brokers Adds John Sames in the Northeast US

SAN FRANCISCO, Calif. and PEARL RIVER, N.Y., March 5, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced that John Sames has joined the firm's Northeast Region leadership team in the new position of Director of Operations and Sales.

TRK Connection Hires Chris Bruner as Senior Vice President of National Sales

SALT LAKE CITY, Utah, March 4, 2019 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced today it has hired Chris Bruner, CMB, AMP, as Senior Vice President of National Sales.

Papa Announces Appointment of Industry Veteran Chuck Hector to Executive Team

MIAMI, Fla., March 4, 2019 (SEND2PRESS NEWSWIRE) -- Papa, Inc., the nation's first human companionship platform for seniors, today announced the appointment of healthcare benefit industry veteran Chuck Hector as Chief Growth Officer. Mr. Hector will play an instrumental role in leading the company's expansion of its "Grandkids On-Demand" service to address the epidemic of social isolation and loneliness in our nation's senior segment.

Byte Back to Bring Free Tech Career Training to Baltimore

WASHINGTON, D.C., March 1, 2019 (SEND2PRESS NEWSWIRE) -- Byte Back, a growing tech education nonprofit, today announced that Chrissie Powell was named as the organization's Baltimore Site Director, leading the launch of its first expansion outside the Washington, D.C. metro region. This past October, Byte Back won a $1 million CAD ($775,000 USD) TD Ready Challenge grant to expand to Baltimore.
EPIC Insurance

EPIC Insurance Brokers adds Jose Palmer in Houston, Texas

SAN FRANCISCO, Calif. and HOUSTON, Texas, Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that Jose Palmer has joined the firm's Energy and Marine Practice, within its Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
EPIC Insurance

EPIC Insurance Brokers adds Nikki Howes in Houston TX

HOUSTON, Texas and SAN FRANCISCO, Calif., Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Nikki Howes has joined the firm's Energy and Marine Practice, within its Property and Casualty operations, as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

New York Marketing Association Appoints Director of Communications

NEW YORK, N.Y., Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- The New York Marketing Association (NYMA) has appointed Caroline Cooke, Founder & Creative Director of Bright Humor, as its Director of Communications. In her new role as a Board-Elect member of the NYMA, Cooke aims to support the association in amplifying and growing its presence within the marketing community.

Specialty Tax Firm KBKG Names John W. Hanning Principal

COLUMBUS, Ohio, Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- Nationwide tax specialty firm KBKG recently promoted John W. Hanning to Principal. John leads a team of engineers and specialists based out of the firm's Atlanta office that services both the Midwest and Southeast region that stretches from Ohio to Florida.

IT Partners Names Industry Veteran Josh Hauser Chairman of its Board of Directors

TAMPA, Fla., Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- IT Partners, a trusted adviser in the data and security space, today announced it has named industry veteran Josh Hauser as the Chairman of the Board of Directors, joining a team that possesses a long list of business and military success.

Mary Shah Named Principal at Strategic Benefits Advisors, Inc.

ATLANTA, Ga., Feb. 12, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of retirement plan consultant Mary Shah as its newest principal. Shah's promotion recognizes a track record of outstanding client service delivery and business development contributions since joining SBA.

EPIC Adds Scott Davis as President of National Specialty Practice Group in Nashville

SAN FRANCISCO, Calif. and NASHVILLE, Tenn., Feb. 4, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ('EPIC'), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran Scott Davis as President of EPIC's National Specialty Practice Group. Davis joins EPIC effective February 5, 2019 and will be based in the firm's Nashville office.
John E Chung of BCAL

Bank of Southern California, N.A. Names John E. Chung as Group Managing Director

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of John Chung as Group Managing Director of Business Banking. He will be responsible for leading the team's impact of meeting the banking needs of small to medium sized businesses throughout Southern California.

Mark Maher and David Nielsen Assume Leadership Roles at JenCap Holdings LLC

NEW YORK, N.Y., Jan. 22, 2019 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC (JCH), a specialty insurance business, announced that Mark P. Maher has been promoted to Chief Operating Officer and that David Nielsen had recently joined the firm as Corporate Chief Financial Officer.

Transformational Mortgage Solutions Appoints Michael Barrett as Mortgage Executive Consultant

AUSTIN, Texas, Jan. 22, 2019 (SEND2PRESS NEWSWIRE) -- Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS), today announced that it has brought on Michael Barrett as mortgage executive consultant. In this role, Barrett will apply his more than 17-years of mortgage business and product development expertise to helping TMS clients improve process efficiencies, execute digital mortgage transformation strategies and expand profit margins.

Continuing Its Growth, VLP Law Group Welcomes Partner Jim O’Hare to the Firm’s Corporate Practice Group

BOSTON, Mass. and PALO ALTO, Calif., Jan. 21, 2019 (SEND2PRESS NEWSWIRE) -- VLP Law Group LLP is pleased to announce that Jim O'Hare has joined the firm's Corporate Practice Group as a partner based in the Boston area. Mr. O'Hare brings over 30 years of experience as a trusted adviser to companies, investors, management teams and boards of directors.

EPIC Insurance Brokers adds Brandon Rich in Houston Texas

HOUSTON, Texas and SAN FRANCISCO, Calif., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Brandon Rich has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

Strategic Benefits Advisors Promotes Three Consultants to Director Level

ATLANTA, Ga., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the advancement of retirement plan consultants Kim Shumate, David Runsick and Harry Souder to the role of director. Shumate, Runsick and Souder were promoted in recognition of their sustained contributions to SBA, including their proven success leading complex projects to high-value outcomes and fostering strong client relationships.
Bank of Southern California NA

Bank of Southern California, N.A. Names Bill Lamison VP, Underwriter

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 Bill Lamison as Vice President, Underwriter. He will join the company's established business banking team and will be responsible for structuring, analyzing and underwriting commercial credit for new clients as well as managing an existing portfolio of customers.

EPIC Insurance Brokers adds Judith Paredes in Dallas, Texas

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Judith Paredes has joined the firm's Property & Casualty practice as an Account Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC Insurance Brokers adds Krista Aburrow in Dallas TX

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Krista Aburrow has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

Guardian Angels Medical Service Dogs, Inc. Welcomes Mike Hudson, PNC Bank V.P. to Advisory Council

WILLISTON, Fla., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- Guardian Angels Medical Service Dogs, Inc. based in Williston, Florida is proud to welcome Mr. Mike Hudson, Senior Vice President of PNC Bank's Enterprise Transformation Efforts to our Advisory Council.
Randy Pizer

Randy Pizer Joins EPIC Insurance Brokers in Orange County, Calif.

IRVINE, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants ('EPIC') announced today that risk management and insurance professional Randy Pizer has joined the firm's operations in California as Vice President/Account Executive.

Deal-closing tool, heymate, adds new board member and two strategic advisors

ZUG, Switzerland, Jan. 3, 2019 (SEND2PRESS NEWSWIRE) -- heymate, the portable deal-closing tool, which allows workers in the gig economy to create, negotiate and settle offer-for-work contracts in under 20 seconds on any non-transactional marketplace, proudly announced the appointment of a new board member and two strategic advisors.

Experienced Attorney Michael Rieman Joins Dungan and LeFevre

TROY, Ohio, Dec. 19, 2018 (SEND2PRESS NEWSWIRE) -- Dungan & LeFevre is pleased to announce that Michael Rieman has joined the firm's Troy office as a Director/Partner and member of the Board of Directors. A seasoned civil litigator, Mr. Rieman has significant experience across a wide array of legal fields. Throughout his career, Rieman has handled cases involving business law, real estate, criminal defense, personal injury, wrongful death, medical malpractice defense, and legal malpractice defense.

Brian Barrilleaux Joins JenCap Holdings’ M.J. Kelly Company

SPRINGFIELD, Mo., Dec. 17, 2018 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC (JCH), a specialty insurance business, announced today that Brian Barrilleaux has joined its M.J. Kelly (MJK) division as President. MJK is a managing general agency and wholesale insurance brokerage based in Springfield, Missouri with offices in nine states throughout the Midwest and Southeast.

TeamSnap Appoints New Leader to Expand its Fast-Growing Payments Platform

BOULDER, Colo., Dec. 12, 2018 (SEND2PRESS NEWSWIRE) -- TeamSnap confirmed today the company will be expanding its popular payments solutions platform to better serve the growing demand from sports and recreation clubs, leagues and teams. Effective immediately, TeamSnap Payments will be a core pillar on the leading sports management platform.

Dr. Alfredo Arauz Joins the Spodak Dental Group Team

DELRAY BEACH, Fla., Dec. 12, 2018 (SEND2PRESS NEWSWIRE) -- Dr. Alfredo Arauz, a highly proficient general and cosmetic dentist, has joined the Spodak Dental Group in Delray Beach, Fla. He brings more 10 years of dental experience to the established practice. Dr. Arauz is also an advanced Invisalign certified provider, with knowledge in simple and complex cases.

FEATURED STORIES