Tag: Management and Career Moves

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.

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.

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.

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.

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the appointment of Steve Pawlowski as Managing Director, Head of Technology Solutions. Mr. Pawlowski will be responsible for expanding upon MCT's proven record of driving efficiency and liquidity in the secondary market. He will report directly to MCT's COO, Phil Rasori.

VENTURA, Calif. /California Newswire/ -- For more than 35 years, PSS Garage Doors & Gates has brought top-quality overhead doors and automatic gates to customers throughout Los Angeles, Ventura, and Santa Barbara Counties. The company's dedication to reliable, beautiful products and excellent service hasn't changed, but its management structure has. PSS Garage Doors & Gates welcomes David Baker as the company's new Branch Manager!

SAN FRANCISCO, Calif. /California Newswire/ -- The Glancy Wine Education Foundation is pleased to announce the appointment of Sonoma vintner Ana Keller as its new board President and the addition of importer Peter Andrews as a new board member. Founding President Cheryl Halloran will remain on the board in her role as Fundraising Chair.

SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced that client success veteran Amy Chase has been tapped as Senior Vice President of Services. Chase will be responsible for leading implementations of Nomis Solutions and delivering ongoing services to existing clients.

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that it has named active board member Melissa Langdale president. A member of TMC's board since 2021, Langdale's two-decade career spans the mortgage, real estate and construction industries, including executive roles in sales, marketing, operations, compliance, risk, secondary/lock desk and quality control.

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced that Suzanne Singer has been appointed director of sales and marketing.

SAN CLEMENTE, Calif. /California Newswire/ -- SocialCoach (socialcoach.io), a leading mortgage and real estate social media technology platform today announced the appointment of Andria Lightfoot as company President and Chief Operating Officer (COO) amidst their first-even AI Driven Social Media product launch.

SAN FRANCISCO, Calif. /California Newswire/ -- Statewide growth and local expertise - while that may sound like a bit of an oxymoron - it's actually what Sequoia Real Estate has in mind for its future. And Jim Enes, a Bay Area native, is the right person to propel its growth. He's been hired as the company's Regional Sales Manager and brings more than 32 years of experience to the table.

LOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based CPA firm, KROST CPAs & Consultants, welcomes Grant K. Miller, CPA, EA, as Principal of Tax. To begin his new role as Tax Principal, Grant will be based in our Woodland Hills office and he will provide direction and leadership to further the success of our tax department. He will also work closely with clients to manage their expectations for deliverables, services, and budgets.

IRVINE, Calif. /California Newswire/ -- Labor, employment and business immigration law firm CDF Labor Law LLP (CDF) is proud to announce the elevation of three outstanding attorneys to partner. These individuals are among the close to 50 CDF attorneys who aggressively defend and guide employers through the challenging legal landscape in California.

IRVINE, Calif. /California Newswire/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Shelli Holland to the role of Chief People Officer.

LOS ANGELES, Calif. /California Newswire/ -- Olea Kiosks®, Inc., the premier provider of innovative self-service kiosk solutions, is proud to welcome industry veteran Michael Tulloch to its team as Director of Solution Sales. In this role, Tulloch will be responsible for growing the business in Access Control and Transportation.

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales, and centralized lock desk services, announced today that Jennifer Kennelly has been appointed as the new Senior Director of MCT's quickly expanding Investor Services team.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.

SAN FRANCISCO, Calif. /California Newswire/ -- The Glancy Wine Education Foundation is pleased to announce the appointment of a new board member, Maggie Heile, joining this month as co-chair of fundraising. Heile joins just before the foundation's annual gala celebration, which plays a crucial role in raising the funds required to provide wine education scholarships to wine and hospitality professionals in need of assistance.

Matthew Weber and Jonathan Louie Appointed to KROST's Principal in Development ProgramLOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based CPA firm, KROST CPAs & Consultants, appoints Matthew Weber, CPA, MAcc, and Jonathan Louie, CPA, MST, to join KROST's Principal in Development (PID) program.

NAPA, Calif. /California Newswire/ -- As harvest kicks off in Napa this week, Domaine Carneros Winery is pleased to announce the appointment of Tim Rowe, seasoned viticultural expert with over a decade of impressive positions within the California wine industry, to the position of Vineyard Manager. Succeeding Alberto Zamora, who is retiring after a 40-year career in the wine industry, ten of which were spent transforming the vineyards at Domaine Carneros, Rowe states that his new position is a viticulturist's dream.

LOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.

IRVINE, Calif. /California Newswire/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was promoted from director of account management to VP, customer engagement.

IRVINE, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice.

FRESNO, Calif. /California Newswire/ -- Avenu Insights & Analytics (Avenu) recently announced the addition of Rachelle Arizmendi as one of the company's Government Industry Advisors. Rachelle joins Avenu as a native Californian with a life-long career in serving the public sector and numerous leadership positions.

SANTA BARBARA, Calif. /California Newswire/ -- Hidden Compass, a women-founded media company uniting audiences with the humans, causes, and possibilities behind award-winning stories of exploration, has added another seasoned editor to its staff. The California-based startup recently announced Jeremy Berlin as its editorial director.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence.

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced today that Ben Itkin has been appointed the new National Sales Director.

NAPA VALLEY, Calif. /California Newswire/ -- The partners of Parallel Napa Valley are pleased to announce the promotion of their General Manager Adrienne D.A. Smith to General Manager and Partner. After four years with the company, Adrienne has overseen strong growth for the brand in her role overseeing marketing, hospitality, sales and operations with an innovative and high energy approach.

LOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.

LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision's marketing department and is responsible for the design and implementation of its new marketing strategy.

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added long-time mortgage professional Steve Butler to the company's sales team, who brings more than 35 years of experience to the company. ReverseVision has been adding resources in key functional areas as part of its strategic expansion plan.

SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently announced the appointment of George Neal as chief product officer. In this role, Neal will oversee strategy and development for new and existing products across all Nomis industry verticals.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.

LOS ANGELES, Calif. /California Newswire/ -- Olea Kiosks®, Inc., a visionary provider of innovative self-service kiosk solutions, today announced the expanded role of Daniel Olea to Director of Sales. Olea Kiosks, is a self-service kiosk solution provider for the attractions and entertainment, healthcare and hospitality industries.

IRVINE, Calif. /California Newswire/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing.

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal functions and prepping the company to scale.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.

SARATOGA, Calif. /California Newswire/ -- Certa, the leading third-party risk management platform, today announced the hiring of Marc Goldberg as Chief Customer Experience Officer. Formerly Chief Procurement Office and VP of Financial Shared Services at Dun & Bradstreet, Goldberg brings a decade of experience in Supply Chain and Vendor management to his new role.

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Azad Rafat has joined the company as the new Senior Director of MSR Services.

LOS ANGELES, Calif. /California Newswire/ -- Olea Kiosks®, Inc., a visionary provider of innovative self-service kiosk solutions, today announced the expansion of its sales team by adding Jared Epstein to handle the ticketing vertical.

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it has promoted Chris Lewis to Director of Enterprise Solutions. The new title reflects the elevated role he has proactively taken at the company in increasing revenue, forging strategic partnerships, and making inroads with large entities and marquee accounts.

SANTA CLARA, Calif. /California Newswire/ -- Propel, developer of the only unified quality management (QMS) and product lifecycle management (PLM) solution built on Salesforce, today announced the appointment of Charles Lawson as its Chief Revenue Officer (CRO). The newly created role will manage sales, professional services, and customer success through the company's next phase of growth.

LOS ANGELES, Calif. /California Newswire/ -- Stillwater Sciences, a leading California-based watershed science and ecosystem restoration consulting firm established in 1996, today announced Watershed Outreach Facilitator Shelly Backlar has joined Stillwater Sciences to help promote education and awareness of the Los Angeles River watershed and its resources to communities throughout the Southland.

LOS ANGELES, Calif. /California Newswire/ -- Olea Kiosks®, Inc., a visionary provider of innovative self-service kiosk solutions, today announced the growth of its sales team by adding veteran healthcare sales executive James Walker.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm.

LOS ANGELES, Calif. /California Newswire/ -- Olea Kiosks®, Inc., a visionary provider of innovative self-service kiosk solutions, announced the addition of Jim Masters to its sales team. The company has made a number of recent changes to its sales team as it strategically expands.