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Tag: Management and Career Moves

Friday Harbor adds Chris Simms, Gregory Buehler to leadership team to accelerate AI-powered mortgage origination | National News

SEATTLE, Wash. /California Newswire - National News/ -- Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, announced two strategic hires today: Chris Simms has joined as head of strategic partnerships, and Gregory Buehler has joined as founding product manager. They bring over 35 years of combined experience in mortgage lending, product strategy and technology innovation.

ACES Quality Management strengthens executive team with key promotions in compliance leadership | National News

DENVER, Colo. /California Newswire - National News/ -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the promotion of two internal compliance leaders: Amanda Phillips to general counsel and executive vice president of compliance, and Savannah Prout to associate vice president of compliance.

Strategic Benefits Advisors welcomes Andy Clonts as director and senior benefits consultant | National News

ATLANTA, Ga. /California Newswire - National News/ -- Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of Andy Clonts as director and senior benefits consultant. In this role, Clonts will be responsible for driving business growth while leveraging his extensive experience in employee benefits strategy, healthcare navigation and client engagement to deliver tailored solutions to SBA's expanding roster of clients.

Click n’ Close Appoints Mortgage Wholesale Veteran Tony Catanese as Regional Sales Manager to Lead East Coast Expansion | National News

ADDISON, Texas /California Newswire - National News/ -- Click n' Close, a multi-state mortgage lender and innovator in third-party origination (TPO), announced Thursday that Tony Catanese has joined the company as regional sales manager. In this role, Catanese will lead the company's wholesale and non-delegated expansion across the East Coast, focusing on building and developing a high-performing sales team.

US Farm Data Names Chris Sidles Director of Innovative Data Solutions | National News

OMAHA, Neb. /California Newswire - National News/ -- US Farm Data is pleased to announce the hiring of Chris Sidles as Director of Innovative Data Solutions, a newly created role designed to expand the company's strategic partnerships with enterprise-level agribusinesses and related sectors. In this role, Sidles will work directly with executive leadership teams - CEOs, CMOs, VPs of Marketing and Strategy.
NY Mental Health Center

NY Mental Health Center Expands Clinical Team with Top Psychologists and Psychiatrists | National News

NEW YORK, N.Y. /California Newswire - National News/ -- NY Mental Health Center (NYMHC), in partnership with Genovese Psychiatry Services, PC, is proud to announce a significant expansion of its clinical team with the addition of eight highly regarded mental health professionals, including licensed psychologists and psychiatric providers. This marks a pivotal moment in the center's growth, further solidifying NYMHC as one of New York's leading providers of integrated, telehealth-based mental health services.

Renowned Technology Leader, Mark Tonnesen, Joins TAG CXO | National News

PHOENIX, Ariz. /California Newswire - National News/ -- TAG CXO is bringing the best of the best to its fractional advisory team. We're proud to announce the addition of Mark Tonnesen. Tonnesen is a highly sought-after, high-powered business and technology leader with more than 25 years of experience in high-tech, security, financial services, gaming and transportation.

Click n’ Close Expands Correspondent Lending Sales Team with Mortgage Industry Veteran Kim Schenck | National News

ADDISON, Texas /California Newswire - National News/ -- Click n' Close (CNC), a multi-state mortgage lender, announced today that Kim Schenck has joined its Correspondent Lending Sales team as Correspondent Manager. In her new role, Schenck will lead the expansion of the company's proprietary down payment assistance (DPA) program, which plays a key role in helping more borrowers achieve homeownership.

Alliance Group Announces Key Promotions and New Hires | National News

LAWRENCEVILLE, Ga. /California Newswire - National News/ -- Alliance Group is proud to announce four significant promotions within its leadership team, reinforcing the company's commitment to excellence and growth. Additionally, two talented new team members have joined the organization, bringing valuable expertise to support Alliance Group's expanding initiatives.

Floify taps Sol Klein as head of client experience and business operations | National News

BOULDER, Colo. /California Newswire - National News/ -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced the appointment of Sol Klein as head of client experience and business operations. Klein, a seasoned mortgage technology executive with extensive experience in customer success and implementation, will lead initiatives to help clients maximize the value of their investment in Floify's platform.

MMI Names Kortney Lane-Schafers as Its New Vice President of Growth & Client Advocacy | National News

SALT LAKE CITY, Utah /California Newswire - National News/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, is pleased to announce the promotion of Kortney Lane-Schafers to Vice President of Growth & Client Advocacy.

Ken Starr, Global Revenue Acceleration Leader, Joins TAG CXO | National News

PHOENIX, Ariz. /California Newswire - National News/ -- TAG CXO is excited to announce Ken Starr as the newest addition to our comprehensive fractional advisory team. Starr is a global revenue acceleration leader who consistently exceeds multi-million-dollar quotas and customer retention metrics. Having held titles such as Chief Revenue Officer (CRO), Chief Sales Officer (CSO) and Chief Growth Officer (CGO), Ken is dedicated to building business.

Conterra Ag Names Jake Espenmiller as President and CEO, Marking a New Era In Agricultural Finance | National News

DES MOINES, Iowa /California Newswire - National News/ -- Conterra Ag Capital has announced the January 2025 appointment of Jake Espenmiller as President and Chief Executive Officer, succeeding company founder Paul Erickson. Following a carefully planned and seamless 2-year succession strategy, this leadership transition marks a significant milestone for Conterra, reinforcing its commitment to providing innovative financial solutions to farmers, ranchers, and agribusinesses across the United States.
The Mortgage Collaborative Appoints Jodi Hall as New CEO

The Mortgage Collaborative Has Appointed Jodi Hall as its New CEO

SAN DIEGO, Calif. /California Newswire / -- The Mortgage Collaborative (TMC), the nation's leading network of independent mortgage lenders, banks, credit unions, and service providers, is proud to announce the appointment of Jodi Hall as its new Chief Executive Officer and President.

Lisa Schaffner, PhD, Accomplished Expert in Healthcare Strategy, Data and Analytics, Joins TAG CXO | National News

PHOENIX, Ariz. /California Newswire - National News/ -- TAG CXO is excited to announce Lisa Schaffner, PhD, as the newest member of our fractional advisory team. Dr. Schaffner is an execution-oriented visionary in her field and accelerates rapid and sustained returns by transforming data and analytics assets into actionable insights.

Optimal Blue Promotes Industry Experts to New Executive Roles to Accelerate Innovation and Prioritize Partnerships | National News

PLANO, Texas /California Newswire/ -- Optimal Blue today announced two key executive promotions that will position the company to deliver innovation faster across the company's entire capital markets platform, and to further expand the company's network of partners. Erin Wester has been promoted to chief product officer and Mike Vough has been promoted to head of corporate strategy.

Todd Henne, Expert in Helping Businesses Meet Financial Goals, Joins TAG CXO | National News

PHOENIX, Ariz., Aug. 1, 2024 (SEND2PRESS NEWSWIRE) -- TAG CXO is thrilled to announce Todd Henne as a new addition to our fractional advisory team. Henne is a highly accomplished, results-driven senior accounting and financial management executive with more than 40 years of progressive experience in accounting, finance, and operations management within start-ups and global multi-million-dollar organizations.

Mortgage industry veteran Brad Cardwell joins Down Payment Resource as vice president of sales and business development | National News

ATLANTA, Ga., July 31, 2024 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, today announced 20-year mortgage industry veteran Brad Cardwell has joined DPR as its vice president of sales and business development.

Charles Symington is the New President of Primum Familiae Vini | National News

PARIS, France, July 2, 2024 (SEND2PRESS NEWSWIRE) -- Each year, Primum Familiae Vini (PFV), an association of twelve prestigious families from the world of wine, appoints one of its members as President to oversee the association for the year and act as its representative at various events around the world. This year, Charles Symington of the Symington Family Estates in Portugal succeeds Véronique Drouhin of Maison Joseph Drouhin in France as PFV President for the period of July 2024 to June 2025.

Down Payment Resource expands team to keep pace with a rising number of DPA programs and increasing demand | National News

ATLANTA, Ga., July 1, 2024 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the housing industry's leading technology for connecting homebuyers with homebuyer assistance programs, today announced the addition of three new team members to support growing demand for down payment assistance (DPA) programs.

Klingenstein Fields Advisors Adds Senior Planner to its Team | National News

NEW YORK, N.Y., June 14, 2024 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director. Andrew will join the Wealth Planning team, helping individuals and multi-generational families grow and protect their wealth and accomplish their estate planning and charitable goals. With a practical approach to personalized wealth planning, Andrew will guide clients through the many critical decisions surrounding their complex balance sheets, cash flow needs, legacy and philanthropic goals, and other planning considerations.

Optimal Blue Names Joe Tyrrell Chief Executive Officer | National News

PLANO, Texas, June 10, 2024 (SEND2PRESS NEWSWIRE) -- Optimal Blue today announced the appointment of Joe Tyrrell as CEO. Tyrrell succeeds interim CEO Scott Smith of Optimal Blue's parent company, Constellation Software Inc. Tyrrell brings over 25 years of experience in the mortgage, finance, and technology industries to Optimal Blue.

Dovenmuehle announces strategic business development promotions to support demand for its mortgage subservicing offerings | National News

LAKE ZURICH, Ill., June 3, 2024 (SEND2PRESS NEWSWIRE) -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading residential mortgage subservicer, announced two promotions within its business development team - Anna Krogh to Senior Vice President and Director of Business Development and Chris Torres to Vice President of Business Development and Manager of the Western Region.

Avenu Insights & Analytics Enhances Strategic Focus on Payment Solutions with New Board Member O.B. Rawls IV | National News

CENTREVILLE, Va., May 30, 2024 (SEND2PRESS NEWSWIRE) -- Avenu Insights & Analytics, a leader in software and technology solutions for public sector agencies, is pleased to announce the appointment of O.B. Rawls IV to its Board of Directors. This strategic addition enables the company to continue executing its strategy of providing advanced payment processing solutions while strengthening its leadership in the fintech and public sector landscapes.

23-year industry veteran Jason Mapes joins Floify as head of sales | National News

BOULDER, Colo., May 13, 2024 (SEND2PRESS NEWSWIRE) -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced the appointment of Jason Mapes as head of sales. Mapes, who previously served as director of sales for nCino's Mortgage Suite, brings a wealth of experience to spearhead Floify's national sales initiatives.

MMI adds Ron Ross as CFO to fuel the growth of its mortgage data intelligence platform | National News

SALT LAKE CITY, Utah, May 2, 2024 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that Ron Ross, an established senior executive, will fill the role of chief financial officer.

Carlos Vazquez Enters New Role as Marketing Coordinator at Alliance Group | National News

ATLANTA, Ga., April 17, 2024 (SEND2PRESS NEWSWIRE) -- Alliance Group, a leading IMO in the life insurance and annuity sectors, is pleased to announce Carlos Vazquez's transition to a full-time role as Marketing Coordinator within the company's esteemed marketing team. After an impactful 15 months serving as a Special Assistant to the CEO, Vazquez will now lend his talents to the coordination, prioritization, and execution of daily tasks for the marketing team, further enhancing the support and resources available to Alliance Group's independent agents, agencies, and partners.

Chrissy Disco Promoted to Alliance Group VP of Agent Experience | National News

ATLANTA, Ga., April 17, 2024 (SEND2PRESS NEWSWIRE) -- Alliance Group, a leading national IMO in the life insurance industry, recently announced the promotion of Chrissy Disco to Vice President of Agent Experience. Having dedicated nine years to the company, Disco has been a cornerstone in establishing a cohesive style and brand identity for Alliance Group in her previous role as Creative Director. Her significant contributions have been pivotal in crafting the exceptional agent experience that has become synonymous with the Alliance Group name.

Mortgage Subservicer Dovenmuehle Hires Aaron Belovsky as Chief Data Officer | National News

LAKE ZURICH, Ill., April 16, 2024 (SEND2PRESS NEWSWIRE) -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading residential mortgage subservicer, announced today that it has hired Aaron Belovsky as Chief Data Officer (CDO). In this role, Belovsky will lead data governance, data engineering and machine learning strategies.

Optimal Blue Announces Promotion of Rick Allen to Chief Operating Officer | National News

PLANO, Texas, April 9, 2024 (SEND2PRESS NEWSWIRE) -- Optimal Blue today announced that it has elevated Rick Allen to chief operating officer (COO). Most recently serving as Optimal Blue's chief administrative officer, Allen brings more than 35 years of experience in the housing industry to his senior leadership role. Throughout his tenure at Optimal Blue, Allen has played an integral role in the enhancement and delivery of products to add exceptional value to the company's clients.

MMI Welcomes Ryan Minard as Senior Sales Engineer | National News

SALT LAKE CITY, Utah, April 2, 2024 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that Ryan Minard is its newest senior sales engineer. With more than 17 years of collective experience in mortgage and creative marketing, Minard's expertise lies in applying an empathetic approach to address mortgage lenders' marketing and business challenges.

Floify’s Sofia Rossato named as advisor to the Broker Action Coalition board of directors | National News

BOULDER, Colo., April 1, 2024 (SEND2PRESS NEWSWIRE) -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that President and General Manager Sofia Rossato has been named as a board advisor to the newly formed board of Broker Action Coalition (BAC), a nonprofit organization created in 2022 to advocate for legislative reform and educational advancement within the independent mortgage broker community.

Argyle welcomes former FHFA Chief Fintech Officer Jason Cave to board of advisors | National News

NEW YORK CITY, N.Y., March 20, 2024 (SEND2PRESS NEWSWIRE) -- Argyle, a platform providing automated income and employment verifications for some of the largest lenders in the United States, today announced the addition of Jason Cave, former chief fintech officer and deputy director of the Federal Housing Finance Agency's Division of Conservatorship Oversight and Readiness, to its board of advisors.

Click n’ Close Welcomes Polly Cracchiolo as Wholesale Loan Division Expands | National News

ADDISON, Texas, Feb. 26, 2024 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, today announced Polly Cracchiolo has joined the organization's third-party originator (TPO) sales team as an account executive. In this new role, Cracchiolo will be under Ken Weislak's leadership, the National TPO Business Development Manager at Click n' Close.

BioAustinCTX Adds Cindy WalkerPeach and Ryan Hawkins to the Board of Directors | National News

AUSTIN, Texas, Feb. 1, 2024 (SEND2PRESS NEWSWIRE) -- BioAustinCTX, Central Texas' Life Science industry organization, announced today the appointment of Cindy WalkerPeach, PhD and Ryan Hawkins to its Board of Directors. BioAustinCTX is a nonprofit organization based in Austin, Texas focused on advancing the life science industry in the Central Texas Region.

Click n’ Close Welcomes Sean Drake as it Expands Wholesale Loan Division | National News

ADDISON, Texas, Jan. 25, 2024 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, today announced Sean Drake has joined the organization's third-party originator (TPO) sales team as an account executive.

FormFree appoints Solvent CEO DIVINE as head of culture | National News

ATHENS, Ga., Dec. 6, 2023 (SEND2PRESS NEWSWIRE) -- FormFree® today announced the appointment of former hip-hop/rap recording artist-turned-techpreneur Victor D. Lombard, professionally known as DIVINE, as head of culture. DIVINE is the CEO and founder of Solvent, a fintech focused on financial empowerment for marginalized groups.
The Mortgage Collaborative

The Mortgage Collaborative Adds Four Mortgage Industry Luminaries to 2024 Board of Directors

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, today announced four additions to its 2024 Management Board of Directors.

Floify taps Courtney Dodd as head of marketing to reinvigorate brand presence | National News

BOULDER, Colo., Nov. 27, 2023 (SEND2PRESS NEWSWIRE) -- Floify, the mortgage industry's leading point-of-sale solution, today announced that Courtney Dodd has joined its team as head of marketing. With 12 years of experience in the mortgage sector, Dodd is set to spearhead Floify's marketing initiatives and reinforce its position as an innovator in the field.

MMI names Brian McKray as its new Vice President of Product | National News

SALT LAKE CITY, Utah, Nov. 14, 2023 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced Brian McKray has been promoted to Vice President of Product.

Mortgage Machine Appoints Crystal Stanton to manage Customer Success and Onboarding | National News

ADDISON, Texas, Nov. 9, 2023 (SEND2PRESS NEWSWIRE) -- Mortgage Machine Services, an industry leader in digital origination technology to residential mortgage lenders, today announced its appointment of Crystal Stanton to manage customer success and onboarding. Crystal brings more than 20 years of customer success experience to her role, with over a decade dedicated to the mortgage industry.
Homebuilding Veteran Mitchell Bradford

Homebuilding Veteran Mitchell Bradford Joins Diversified Pacific in California

RANCHO CUCAMONGA, Calif. /California Newswire/ -- Real estate veteran Mitchell Bradford has joined the talented team at Diversified Pacific. His 35 years of experience and leadership in the industry as a homebuilder and multi-family investor/owner will play a key role in the company as it seeks to grow and expand its reach and focus.

Dark Matter Technologies adds mortgage technology veteran Stephanie Durflinger as chief product officer | National News

JACKSONVILLE, Fla., Oct. 16, 2023 (SEND2PRESS NEWSWIRE) -- Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced the appointment of Stephanie Durflinger as chief product officer. Durflinger, a 15-year mortgage technology veteran, comes to Dark Matter from ICE Mortgage Technology, where she most recently served as senior vice president of product development.

Modern Foot & Ankle Welcomes New Podiatrist in Lake Mary, Casselberry | National News

LAKE MARY, Fla., Oct. 12, 2023 (SEND2PRESS NEWSWIRE) -- Modern Foot & Ankle, Florida's leading provider of podiatric care, proudly welcomes foot and ankle surgeon Kristina Sikar, DPM, to the team. Dr. Sikar received extensive training during her surgical residency at Harvard Medical School and while in private practice in Palm Beach.

Dark Matter Technologies adds mortgage technology veteran Michael Housch as chief risk and information security officer | National News

JACKSONVILLE, Fla., Oct. 10, 2023 (SEND2PRESS NEWSWIRE) -- Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced the appointment of Michael Housch as chief risk and information security officer. Housch, a C-suite and information security veteran of two and a half decades, joins Dark Matter following an eight-year stint with Black Knight, Inc (acquired by Intercontinental Exchange).

Dovenmuehle appoints Robert Howerton as CIO to oversee the company’s IT infrastructure | National News

LAKE ZURICH, Ill., Sept. 26, 2023 (SEND2PRESS NEWSWIRE) -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced today that Robert Howerton has joined the organization as Chief Information Officer. In this role, his responsibilities include maintaining and expanding Dovenmuehle's current information technology (IT) infrastructure.

Mortgage Machine Services taps Digital Mortgage Expert Dan McGrew to Lead Company’s Go-to-Market Strategy | National News

ADDISON, Texas, Sept. 26, 2023 (SEND2PRESS NEWSWIRE) -- Mortgage Machine™ Services, an industry leader in digital origination technology to residential mortgage lenders, announced Dan McGrew has joined the company as Director of Sales. In this role, McGrew will be responsible for bringing the company's digital mortgage innovations to market, including the company's flagship loan origination system (LOS) Mortgage Machine.
Neo-Bionica Appoints Uli Gommel As CTO

Neo-Bionica Appoints Uli Gommel As CTO in U.S.

LOS ANGELES, Calif. /California Newswire/ -- Neo-Bionica, a leading innovator in the field of medical device development and manufacturing, is thrilled to announce the appointment of Uli Gommel as its new Chief Technology Officer (CTO). Uli will lead Neo-Bionica's technology division spearheading its mission to revolutionize the way that companies bring novel neurotechnologies and smart MedTech devices to market.

Click n’ Close Adds Ken Weislak and Travis Sharpe to Support Continued Growth of Company’s DPA Offerings for TPOs and Correspondents...

ADDISON, Texas, Sept. 20, 2023 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, announced it has hired Ken Weislak as Business Development Manager for the wholesale division and Travis Sharpe as the Operations Manager for the company's correspondent division.

Heidi Iverson named Vice President of Strategic Partnerships at MMI | National News

SALT LAKE CITY, Utah, Aug. 21, 2023 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced that Heidi Iverson has been promoted to Vice President of Strategic Partnerships. In this role, Iverson will lead sales and customer success efforts focused on strategic relationships in the mortgage and real estate sectors.