Tags Management and Career Moves

Tag: Management and Career Moves News

New Energy Risk Publishes Sustainability Report, Adds Two Key Hires

AVON, Conn., Nov. 10, 2022 (SEND2PRESS NEWSWIRE) -- New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announces the release of its annual Sustainability Report and two key hires to support its goal of "Underwriting a Greener Future." The report details the climate, sustainability, and environmental impacts of NER's client portfolio.
Jennifer Kennelly

MCT Expands Investor Services Team, Appoints Jennifer Kennelly as Senior Director

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.

Tom Pires Appointed as Vice President at Aligned

ALEXANDRIA, Va., Nov. 4, 2022 (SEND2PRESS NEWSWIRE) -- Aligned Technology Solutions, an IT and security service partner that provides highly customized solutions for small to medium-sized businesses, expanded their leadership talent by bringing on the innovative Tom Pires to be the company vice president on October 3, 2022.

MMI appoints Jordan Woodard as Director of Product Analytics

SALT LAKE CITY, Utah, Oct. 21, 2022 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced it has hired Jordan Woodard as director of product analytics. In this role, Woodard is responsible for maintaining and expanding MMI's business intelligence platform, which provides clients with data intelligence in a user-friendly format.

Native Tennessean Eric Sollenberger, M.D., expands Knoxville Ophthalmology practice as Cornea Specialist

KNOXVILLE, Tenn., Sept. 20, 2022 (SEND2PRESS NEWSWIRE) -- Drs. Campbell, Cunningham, Taylor & Haun, a leading eye care provider in East Tennessee, recently expanded with the addition of Ophthalmologist and Cornea Specialist Eric Sollenberger, M.D. Joining the practice, for Sollenberger, essentially means the continuation of an almost 70-year family legacy of eye care in East Tennessee.
Anita Huang Joins EPIC

Anita Huang Joins EPIC’s Life and Executive Benefits Practice as a Senior Vice President

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.
Maggie Heile - credit Glancy Wine Education Foundation

Glancy Wine Education Foundation Welcomes New Board Member Maggie Heile as co-chair of fundraising

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.

World Renowned Patient Safety Champion Joins CAREier Advisory Board

POTOMAC, Md., Sept. 30, 2022 (SEND2PRESS NEWSWIRE) -- CAREier, Inc., the revolutionary medical device communication company, is building an advisory board of patient safety and healthcare industry powerhouses. Its latest addition is world renowned, Peter J. Pronovost, M.D., Ph.D., F.C.C.M., a critical care physician and prolific researcher who has published more than 800 peer review publications; his scientific work has saved thousands of lives.

MMI welcomes Justin Bird as Creative Director

SALT LAKE CITY, Utah, Sept. 26, 2022 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced Justin Bird has joined the firm as its new creative director. Bird joins MMI from Black Knight, where he was the creative director for nearly nine years.

Mold Inspection Sciences Texas Announces Brandon Apple as COO

AUSTIN, Texas, Sept. 23, 2022 (SEND2PRESS NEWSWIRE) -- Mold Inspection Sciences Texas, the state's leading mold inspection and testing company, is proud to announce Brandon Apple has been appointed as COO. In this role, Brandon will oversee the company's operational aspects, coordinate with managers and departments to achieve objectives and goals, promote employee growth, and assist in establishing policies that continue to cultivate company culture and vision.

Concordia announces its new Leadership Council Co-Chair

NEW YORK, N.Y., Sept. 20, 2022 (SEND2PRESS NEWSWIRE) -- Concordia today announced that former President of Costa Rica Laura Chinchilla is appointed Co-Chair of the Concordia Leadership Council, alongside current Chair George Logothetis. The announcement was formally made at today's 2022 Concordia Annual Summit.

Veteran Marketing and Sales Leader, Blaine Clapper, Joins Pittsburgh Internet Consulting, Inc. as a Partner and Director of Marketing

PITTSBURGH, Pa., Sept. 15, 2022 (SEND2PRESS NEWSWIRE) -- Pittsburgh Internet Consulting (PIC) announced today the addition of Blaine Clapper to its experienced marketing consulting leadership team. Clapper joins PIC following his previous roles as Chief Marketing Officer at EnergyCAP, LLC and Sr. Director of B2B Marketing at AccuWeather, Inc. He will be based in State College, PA and will report to Robb Luther, V.P. of Business Development.

Rich LaBarca joins Sales Boomerang and Mortgage Coach as Chief Product and Technology Officer

OWINGS MILLS, Md., and IRVINE, Calif., Sept. 8, 2022 (SEND2PRESS 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 Rich LaBarca to the role of Chief Product and Technology Officer.

NER Announces Hire of George Schulz as Managing Director, Program Development

AVON, Conn., Sept. 7, 2022 (SEND2PRESS NEWSWIRE) -- New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announced the hire of George Schulz as Managing Director, Program Development, in the latest confirmation of Paragon's commitment to continuing investment in the green technology space.

EnergyCAP Expands Executive Leadership Team in Denver, Colorado

DENVER, Colo. and BOALSBURG, Pa., Sept. 7, 2022 (SEND2PRESS NEWSWIRE) -- EnergyCAP, a pioneer in energy and sustainability enterprise resource planning ("ERP") software, today announced the appointment of two additional executive leaders based in Denver, Colorado. These new leaders have extensive backgrounds in leading high tech - growth organizations.

MMI announces its newest Regional Director of Growth, Heidi Iverson

SALT LAKE CITY, Utah, Sept. 7, 2022 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced that Heidi Iverson has joined the organization as a regional director of growth. In this position, Iverson will consult and strategize with MMI's clientele which now includes more than 40 of the top 50 lenders in the nation, to identify growth opportunities to drive adoption and increase return on investment (ROI).

EPIC Welcomes Parker Rains – Adds to Middle Market Property & Casualty Practice

NASHVILLE, Tenn. and SAN FRANCISCO, Calif., Sept. 6, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Parker Rains has joined the firm as Managing Principal within its Property & Casualty Practice.

McWhirter Names Pamela J. McCabe as Vice President of Property Management Promotes Austin Purvis to Senior Property Manager

BIRMINGHAM, Ala., and ATLANTA, Ga., Sept. 6, 2022 (SEND2PRESS NEWSWIRE) -- Today, McWhirter, a leading commercial real estate services firm in the southeast, announces Pamela J. McCabe joins the Birmingham office as Vice President of Property Management. Additionally, Austin Purvis is promoted to Senior Property Manager.
KROST CPAs

Matthew Weber and Jonathan Louie Appointed to LA-based KROST Principal in Development Program

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.

E3 Association Announces Changes in Staff with Newer Versions of the E3 Brands

BOCA RATON, Fla., Aug. 30, 2022 (SEND2PRESS NEWSWIRE) -- E3 Association, a purveyor of online and offline hybrid membership programs, announced additions and changes in staff and new innovative versions of their divisional brands today. E3 Association is a purveyor of online and offline hybrid membership programs, bringing unique experiences to the different outdoor lifestyles and sports vertices.

Roger Guilian, Former Counsel and Risk Management Expert for ENR Top 100 Engineering Firm, Bolsters Greyling Division of EPIC

ALPHARETTA, Ga. and FAIRHOPE, Ala., Aug. 24, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm's Greyling division as Senior Vice President, Risk Management.

Promontory MortgagePath adds John Gust as Director of Product Management

DANBURY, Conn., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced industry veteran John Gust has joined the organization as the director of product management. In this role, Gust leads the product management and user experience teams and is responsible for product strategy, planning, execution, and rollout of Promontory MortgagePath's mortgage fulfillment services and end-to-end technology solution.

Modern Foot & Ankle Expands Foothold in Orlando with Two New Clinics, One New Podiatrist

LAKE MARY, OVIEDO, and CASSELBERRY, Fla., Aug. 11, 2022 (SEND2PRESS NEWSWIRE) -- Modern Foot & Ankle adds two new offices to its growing network of high tech, patient-centric healthcare facilities. These mark the eighth and ninth locations for the multi-regional podiatric group. The Oviedo clinic, which opened in May, is located at 1000 Executive Dr. The address for the Lake Mary office is 2500 W. Lake Mary Blvd.

Klingenstein Fields Advisors Adds Senior Advisor to Its South Florida Team

NEW YORK, N.Y., Aug. 10, 2022 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors) welcomes Michael S. Schiff, J.D., AEP, TEP, as a Managing Director based in the Boca Raton area. He will be joining John A. Pavela, CFA, Managing Director, who heads KF Advisors' south Florida team from its new offices located at 777 South Flagler Drive in West Palm Beach.

EPIC Welcomes Kerry Connor – Joins as National Voluntary Benefits Practice Leader

PHILADELPHIA, Pa. and SAN FRANCISCO, Calif., Aug. 10, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.
Tim Rowe, Domaine Carneros. Photo Credit Jason Tinacci

Viticultural expert Tim Rowe named Vineyard Manager at Domaine Carneros Winery in Sonoma County

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.

Housing Finance Strategies Names Industry Leader Jeff Jaffee as Senior Advisor

WASHINGTON, D.C., Aug. 2, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance.

EPIC Welcomes Jay Yarid – Adds to EPIC’s Employee Benefits Practice

DALLAS, Texas and SAN FRANCISCO, Calif., Aug. 1, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.
KROST CPAs

KROST CPAs in Los Angeles Announce Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of...

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.

EPIC Welcomes Natalia Greene, Esq.

ARLINGTON HEIGHTS, Ill. and SAN FRANCISCO, Calif., July 27, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm's Lemme division as Senior Vice President, Risk Management.

Bill Gorab Takes Over Local Edward Jones Branch Office in Colorado Springs

COLORADO SPRINGS, Colo., July 11, 2022 (SEND2PRESS NEWSWIRE) -- Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.

Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer

FRANKLIN, Tenn., July 7, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

Click n’ Close Promotes Daniel Forshey and Sady Mauldin to C-Suite

ADDISON, Texas, July 6, 2022 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, is pleased to announce the company has promoted Daniel Forshey to Chief Operating Officer and Sady Mauldin to Chief Compliance Officer.

ACI Board of Trustees Appoints April Arnold as ACI Executive Director

CHICAGO, Ill., June 30, 2022 (SEND2PRESS NEWSWIRE) -- The Board of Trustees of Associated Colleges of Illinois (ACI) appointed April Arnold, CFRE, as ACI executive director, succeeding Mick Weltman, who will retire after leading the organization for nearly eight years. Arnold brings substantial experience as a leader and fundraiser in higher education institutions and nonprofit organizations. She begins her leadership role with ACI July 5.

iEmergent appoints Megan Horn as Chief Marketing Officer

DES MOINES, Iowa, June 30, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Megan Horn as chief marketing officer (CMO). In this role, Horn will oversee marketing, public relations, brand management and customer experience for the growing company.

Sales Boomerang and Mortgage Coach Merge, Appoint Richard Harris as CEO

OWINGS MILLS, Md., and IRVINE, Calif., June 28, 2022 (SEND2PRESS 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 their merger and the appointment of SaaS executive Richard Harris as CEO.
EPIC INSURANCE

EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania

SAN FRANCISCO, Calif. and HARRISBURG, Pa., June 23, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.
John J. Patterson Joins Vanbridge

John J. Patterson Joins Vanbridge an EPIC Company’s Financial Services Division

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.

Housing Finance Strategies Hires Stuart Quinn as Managing Director

WASHINGTON, D.C., June 7, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited mortgage consulting and product manager Stuart Quinn to join her firm as Managing Director.

Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division

NEW YORK, N.Y. and CHICAGO, Ill., June 2, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.

iEmergent appoints Chris Richey as Chief Analytics Officer

DES MOINES, Iowa, June 2, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Chris Richey as chief analytics officer. In this role, Richey will oversee and expand upon iEmergent's data analytics capabilities, which help mortgage lenders identify gaps in sales coverage and effectively expand into new markets.

Cheryl Messner joins Sales Boomerang to oversee customer experience department

WASHINGTON, D.C., June 1, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has tapped Cheryl Messner to manage its customer experience departments. In her new role, Messner will define strategies to enhance Sales Boomerang's customer experience, engagement, success and operations as well as help the company build upon its growth from a fintech startup to the industry's leading borrower intelligence solution.

Southwestern Investment Group Names Brandon Kew as Vice President

FRANKLIN, Tenn., May 23, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.
Yvonne Robinson Chief Operations Officer

XG Communites names Yvonne Robinson Chief Operations Officer

NEWPORT BEACH, Calif. /California Newswire/ -- California-based XG announced today the appointment of Yvonne Robinson as Chief Operating Officer. In this role, she will guide the company's operations and growth, while overseeing the day-to-day management.

Gary D. McKiddy Assumes Chief Financial Officer Role at Mid America Mortgage

ADDISON, Texas, May 11, 2022 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has been promoted from Chief Risk Officer to Chief Financial Officer. In this new role, McKiddy will manage financial operations and strategy as Mid America Mortgage continues to refine its operations and drive business growth through recent product line additions, such as its correspondent down payment assistance (DPA) program.
Suzanne Duniphin and David Bowser

Mortgage Coach names Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement

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.

MMI appoints Kortney Lane-Schafers as Regional Director of Growth

SALT LAKE CITY, Utah, May 9, 2022 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired Kortney Lane-Schafers as a regional director of growth. Lane-Schafers' responsibilities will include consulting and strategizing with MMI's growing roster of mortgage enterprise clients.

Housing Finance Strategies Names Allen Jones Chief Administrative Officer

WASHINGTON, D.C., May 6, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz today announced that she has named industry veteran and former Big 4 consulting executive Allen Jones as Chief Administrative Officer and Managing Director of the Consulting Practice.
EPIC Welcomes Paul Lopez

EPIC Welcomes Paul Lopez to its Entertainment & Sports Practice in California

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.

Paragon Welcomes Andy Borst who Joins as President, E&S Lines and International Programs

AVON, Conn., April 29, 2022 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Andrew "Andy" Borst as President-Excess & Surplus (E&S) Lines and International Programs.

FEATURED STORIES