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EPIC Insurance

EPIC Integrated Risk Solutions in Houston adds Maurice Edwards, Walter Palmer to Risk Solutions Team

HOUSTON, Texas, Feb. 26, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants (EPIC), a leading retail property and casualty insurance brokerage and employee benefits consultant, announced today the addition of Enterprise Risk Management veteran Maurice (Moe) Edwards, retail Loss Prevention expert Walter Palmer, and their team of Risk Assurance and Asset Protection professionals.
OPENCLOSE

OpenClose Bolsters Software Integration and Support Teams from Fintech Industry

WEST PALM BEACH, Fla., Feb. 16, 2018 (SEND2PRESS NEWSWIRE) -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it has added staff to its integration and customer support departments. The new hires will help enhance OpenClose's existing software products, facilitate digital mortgage processes, produce fintech-level innovation and provide excellence in customer support. The company also recently added three senior software engineers to its development team.
Mitchell Nomura

Mitchell Nomura named an Internal Audit Manager at Mortgage Quality Management and Research LLC

LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR), a leader in mortgage risk management and compliance services, announced it has hired Mitchell Nomura as internal audit manager. In this role, Nomura will apply his more than 30 years of experience overseeing compliance and risk management departments at bank and non-bank lenders to leading MQMR's team of expert internal auditors as they identify compliance and operational risks for mortgage lender clients.
EPIC Insurance Brokers

Lorrie Osterhage Joins Greyling/EPIC in St. Louis as VP

ST. LOUIS, Mo., Feb. 1, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Lorrie Osterhage has joined the firm's Architects and Engineers Practice (Greyling - a Division of EPIC) in St. Louis, Mo. as a Vice President.

Paragon Insurance Holdings Names Andrew Petersen as Regional President, Reinsurance Operations

AVON, Conn., Jan. 23, 2018 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings, LLC ("Paragon"), a national multi-line specialty MGA, today announced the addition of Andrew Petersen to the Paragon executive management team as Regional President and EVP of Reinsurance Operations. Petersen will report to Ron Ganiats, Paragon's CEO.

David Lykken, founder of Transformational Mortgage Solutions, Names Beth Ozenghar President and COO

AUSTIN, Texas, Jan. 15, 2018 (SEND2PRESS NEWSWIRE) -- Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS) today announced that it has named Beth Ozenghar its new president and COO. Ozenghar, whose mortgage career spans three decades, had been in the role of senior executive advisor with TMS since 2016. TMS Founder David Lykken will retain the title of founder and chief transformation officer, focusing on spearheading the firm's management consulting engagements.

TeamSnap Appoints Sarah Berg New Director of Marketing Communications

BOULDER, Colo., Dec. 19, 2017 (SEND2PRESS NEWSWIRE) -- TeamSnap, the household name in integrated sports management, announced today that Sarah Berg has been appointed the company's new Director of Marketing Communications. Berg brings to TeamSnap a wealth of digital and technology marketing experience.

EPIC Insurance Brokers Adds Eric Hays in Pittsburgh, PA as Regional Director, Employee Benefits

PITTSBURGH, Pa., Nov. 30, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the addition of Eric Hays as Regional Director, Employee Benefits. Hays will be based in EPIC's newest location in Pittsburgh, Pa.

Mr. Sam Elliott Joins EPIC Brokers as Executive VP Business Development & National Sales and Marketing Leader

AUSTIN, Texas, Nov. 30, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today that insurance brokerage industry veteran Sam Elliott has joined the firm to lead EPIC's new business development efforts nationally.

FormFree Appoints Housing Finance Expert Faith Schwartz to its Board of Directors

ATHENS, Ga., Nov. 28, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced that housing finance expert Faith Schwartz has been elected to its board of directors. Among the most influential leaders in the mortgage industry, Schwartz has played a firsthand role in shaping current housing finance best practices and public policy.

TRK Connection Welcomes David Pack to Mortgage QC Team as Product Manager

SALT LAKE CITY, Utah, Nov. 28, 2017 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that it has hired David Pack as product manager. In this role, Pack will be responsible for the delivery and support of TRK's market-leading solutions, including the Insight Risk & Defect Management (RDM) mortgage quality control (QC) auditing platform.

Fintech News: OpenClose Adds New Hires to its Software Development Team

WEST PALM BEACH, Fla., Nov. 17, 2017 (SEND2PRESS NEWSWIRE) -- OpenClose(R), a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that it hired four senior developers to arm the company with additional resources to architect new products and enhance existing solutions.

NAMB – The Association of Mortgage Professionals Appoints John Stevens as New President

WASHINGTON, D.C., Oct. 16, 2017 (SEND2PRESS NEWSWIRE) -- NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that former president elect John Stevens has been appointed to the role of president.

Pendo, a National Appraisal Management Company (AMC), Strengthens Market Position

LEE'S SUMMIT, Mo., Oct. 10, 2017 (SEND2PRESS NEWSWIRE) -- Pendo, a nationwide appraisal management company (AMC), announced that Paul Wholley has been hired as VP of Sales, responsible for leading the company's national sales team.
AV Industry Hall of Famer Bob Sharp

Utelogy Corp. Recruits AV Industry Hall of Famer Bob Sharp to Serve as its Global Business Development VP

LOS ANGELES, Calif. /California Newswire/ -- Today, Utelogy Corporation announces the hiring of Bob Sharp as Vice President, Global Business Development. Utelogy makes software for control, enterprise management, and analytics of audiovisual systems for business and education.

MORTGAGE NEWS: NAMB Appoints Valerie Saunders as Its New Executive Director

WASHINGTON, D.C., Oct. 5, 2017 (SEND2PRESS NEWSWIRE) -- NAMB, the organization that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that it has appointed Valerie Saunders as the organization's new executive director.
Broker-Producer Tim House

EPIC Insurance adds Broker/Producer Tim House in Fresno, California Office

FRESNO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tim House has joined the firm as a Property & Casualty Insurance Broker/Producer in EPIC's Fresno, California office.

Capacity LLC appoints Darren Lavelle new VP of Client Services, serving Order Fulfillment Industry

NORTH BRUNSWICK, N.J., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) -- Capacity LLC, trusted leaders in order fulfillment, e-commerce, and electronic data interchange (EDI), is proud to announce the appointment of Darren Lavelle to the position of Vice President of Client Services.
Kevin Costner of Lender Price

Mortgage Tech Company, Lender Price Names new CEO and Opens New $10M Investment Round

PASADENA, Calif. /California Newswire/ -- Lender Price, the emerging leader in digital mortgage lending technology, announced today that it has named veteran mortgage industry executive Jerry Halbrook as its CEO and has opened a fresh round of equity funding to fuel its growth trajectory.
Mortgage Collabortive

The Mortgage Collaborative Names Rich Swerbinsky as its COO

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, today announced it has promoted Rich Swerbinsky to the role of Chief Operating Officer. Having served as its executive vice president of national sales and strategic alliances since 2015, Rich Swerbinsky will now serve TMC as its COO.

A Shift in Philly Suburbs Real Estate: Independent Brokerages on the Rise Over Franchises, says Springer Realty Group

EXTON, Pa., Sept. 8, 2017 (SEND2PRESS NEWSWIRE) -- Springer Realty Group is an up-and-coming independent brokerage that serves clients throughout Pennsylvania. This year alone, they have grown by nearly 50-percent, and they recently opened their fourth office in Blue Bell. Top Chester County PA Realtor Don Dowd is one of the agents that has joined SRG during the past year.

TRK Connection Promotes Colton Hansen to Role of VP of Business Development

SALT LAKE CITY, Utah, Sept. 7, 2017 (SEND2PRESS NEWSWIRE) -- TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted Colton Hansen to vice president of business development. In this new role, Hansen will be responsible for leading and executing company objectives for sales and marketing campaigns, implementing new technologies, and analyzing new opportunities.
next future transportation

NEXT Future Transportation Inc. Appoints Former Siemens Mobility Pres. Oliver Hauck to Board of Advisors

SAN JOSE, Calif. /California Newswire/ -- NEXT Future Transportation today announced the appointment of Oliver Hauck to its Board of Advisors. NEXT is commercializing the world's first patented autonomous mass-transportation and goods-movement solution based on swarms of modular self-driving vehicles.

SE Oklahoma’s Brewer Realty Group Welcomes Brian Allen, Ashley McCain and Olivia Booth to Its Growing Team of Real Estate Agents

DURANT, Okla., Aug. 23, 2017 (SEND2PRESS NEWSWIRE) -- Brewer Realty Group, a fast-growing, local real estate group started in 2013, announces the addition of Brian Allen, Ashley McCain and Olivia Booth to its Durant, Oklahoma team of REALTORS. Brewer Realty Group has continued to attract the attention of the local community it serves by luring the "best in the business" to their group.

Trudi Barton Joins The Capacity Group – an EPIC Company’s Mahwah, New Jersey Team

MAHWAH, N.J. and SAN FRANCISCO, Calif., Aug. 23, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Trudi Barton has joined the firm in Mahwah, New Jersey as part of The Capacity Group - an EPIC Company.

FormFree Names Patricia ‘Patty’ Pinckney Senior Director of Marketing

ATHENS, Ga., Aug. 10, 2017 (SEND2PRESS NEWSWIRE) -- FormFree has hired brand strategist and marketing expert Patricia "Patty" Ramirez Pinckney as senior director of marketing. In this role, Pinckney will drive planning and implementation of FormFree's marketing campaigns, govern its strategic positioning within the mortgage industry and manage the firm's brand.
next future transportation

NEXT Future Transportation Announces Addition to its Board of Advisors

SAN JOSE, Calif., Aug. 10, 2017 (SEND2PRESS NEWSWIRE) -- NEXT Future Transportation, a company that is commercializing a patented autonomous mass-transportation and goods-movement solution, announces the appointment of Thomas Wendt as a new member of NEXT's Board of Advisers.

Mortgage Doc Prep Firm, IDS Inc., Promotes Beckie Santos to Manager of New Product Development

SALT LAKE CITY, Utah, Aug. 4, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has promoted its former Manager of Development Beckie Santos to the newly created position of Manager of New Product Development. In her new role, Santos will leverage her development experience to work closely with the IDS development team as well as operations, quality assurance and compliance to help shape and guide future IDS solutions.

In Texas, Mid America Mortgage Promotes Kara Lamphere to Chief Operating Officer

ADDISON, Texas, Aug. 3, 2017 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today it has promoted former Chief Compliance Officer and Director of Correspondent Lending Kara Lamphere to Chief Operating Officer (COO).

EPIC Insurance adds Denise Walsh as Assistant General Counsel in New York

NEW YORK and SAN FRANCISCO, Calif., Aug. 2, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Denise Walsh has joined the firm as Vice President and Assistant General Counsel.

TRK Connection Promotes Mr. Randy Abbey to CTO in Utah

SALT LAKE CITY, Utah, July 21, 2017 (SEND2PRESS NEWSWIRE) -- TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted former Senior Systems Architect Randy Abbey to Chief Technology Officer (CTO). In this new role, Abbey will bring to bear his two decades of SaaS, cloud security and diverse solution development expertise.

ARMCO – ACES Risk Management Promotes COO Phil McCall to President

POMPANO BEACH, Fla., July 13, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced that chief operating officer Phil McCall has been promoted to company president. In his new role, McCall will oversee all operations for the company, including the expansion of the company's award-winning ACES Audit Technology platform.

Technologies Management, Inc. Adds Consulting Strength to its Telecom Planning and Cost Management

MAITLAND, Fla., June 13, 2017 (SEND2PRESS NEWSWIRE) -- Technologies Management, Inc. ("TMI") announced today the addition of Don Gale to its team of consultants. TMI, a leading provider of consulting services, project management, compliance reporting and information tools to over 200 communications companies, said that Mr. Gale's addition to their consulting team significantly enhances the firm's expertise in the areas of communications network design, implementation and cost optimization, allowing it to better serve its clients' needs in those critical areas of their operations.

FormFree Promotes Douglas Brewer to Director, Enterprise Architecture

ATLANTA, Ga., June 1, 2017 (SEND2PRESS NEWSWIRE) -- FormFree today announced the appointment of senior software developer Douglas Brewer to the role of director of enterprise architecture. Brewer, who first joined FormFree in 2014, will be responsible for managing the retention and growth of FormFree's software development team, overseeing enterprise software design and ensuring the quality and timely delivery of software updates.

Finance Industry Veteran Finn Klemann Joins Mortgage Tech Vendor, LBA Ware

MACON, Ga., June 1, 2017 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced it has hired Finn Klemann as director of business development. In this role, Klemann will bring his more than 20 years of business development and sales experience in forging new relationships for LBA Ware in the financial services industry, with a specific focus on targeting growth in the mortgage industry.

Ann Fulmer Joins FormFree in Atlanta as Chief Strategy Officer

ATLANTA, Ga., May 23, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced that it has hired mortgage loan quality subject matter expert and analyst Ann Fulmer as its chief strategy and industry relations officer. FormFree's flagship product, AccountChek(R), is an asset verification app that streamlines the loan underwriting process for both borrowers and lenders, resulting in higher borrower satisfaction and shaving more than a week off the time it takes to close a loan.

Florida’s Technologies Management, Inc. Selects Director for Its Telecom Regulatory Compliance Reporting Practice

MAITLAND, Fla., May 17, 2017 (SEND2PRESS NEWSWIRE) -- Technologies Management, Inc. ("TMI"), a leading provider of regulatory consulting services, network optimization, and project management to communications providers, has named Patrick MacNeil as Director of Compliance Reporting.

Simplifile Adds Toni Carroll as National Settlement Account Manager

PROVO, Utah, April 26, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has hired title and settlement industry veteran Toni Carroll as national settlement account manager. In this position, Carroll will maintain and improve Simplifile's settlement software vendor relationships while supporting the sales effort to deliver Settlement Collaboration to the real estate industry.
Jeanne Braun

Jeanne Braun joins The Capacity Group an EPIC Company as President, Health Care Strategy Group

LAKE SUCCESS, N.Y., April 17, 2017 (SEND2PRESS NEWSWIRE) -- Capacity Group of NY LLC (CGNY), a division of The Capacity Group - an EPIC Company and a retail property & casualty insurance brokerage and employee benefit consultant, announced today that Jeanne Braun has joined the firm as president of CGNY's newly established Health Care Strategy Group.

Fintech Innovators, LBA Ware Adds Matthew Marshall as Solutions Consultant

MACON, Ga., March 22, 2017 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced it has hired Matthew Marshall as a solutions consultant to support the firm's sales efforts. In this role, Marshall will be responsible for articulating the value proposition of LBA Ware's solutions.
Lueddemann and Khoury

Hoge Fenton Expands Its Intellectual Property and Privacy Data Security Practice

SAN JOSE, Calif. /California Newswire/ -- We are pleased to announce that Counsel Lee Lueddemann, formerly of the Law Office of Leopold Lueddemann in San Ramon, Calif., and Associate Marianna Khoury, formerly of Twitter, Inc., have joined Hoge Fenton. Both are members of the firm's Intellectual Property and Privacy & Data Security Groups.

Global DMS Welcomes Industry Veteran Julie Bussey as a Director of National Accounts

LANSDALE, Pa., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based compliant valuation management software, announced that Julie Bussey has joined the company as national accounts director. In this businesses development position, she will play an instrumental role in introducing Global DMS' suite of automated valuation management technology solutions to the mortgage lending industry.

Philip Stevens joins Connecticut-based Optima Group Inc. as Director

FAIRFIELD, Conn., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) -- Philip C. Stevens has joined Optima Group, Inc. as Director, with responsibility for helping the firm's clients achieve their goals through the development of business and marketing strategies as well as the deployment of communications initiatives. A seasoned executive from the financial services and insurance industries, Philip was most recently with Pappas MacDonnell, Inc., where he worked with a variety of clients in banking, investment management, insurance and business services.

EPIC Insurance Adds Adam Frugoli as VP Health Care Strategy Group in Idaho

IDAHO FALLS, Idaho, Feb. 13, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Adam Frugoli has joined the firm as a vice president of EPIC's Health Care Strategy Group.

Atlanta-based McWhirter Realty Partners Announces 15-percent Growth in 2016

ATLANTA, Ga., Jan. 19, 2016 (SEND2PRESS NEWSWIRE) -- McWhirter Realty Partners, a comprehensive real estate services firm offering brokerage, property management and development services, today announced a significant increase in business during 2016, realizing 15 percent growth over 2015.

Nationwide Appraisal Network Hires Monica Bankus as VP of Operations

OLDSMAR, Fla., Dec. 1, 2016 (SEND2PRESS NEWSWIRE) -- Nationwide Appraisal Network (NAN), an innovative, women-owned, industry-leading appraisal management company with true national coverage, announced today that Monica Bankus has joined the company and will serve as VP of Operations. In that role, she will lead a team that will employ proprietary, groundbreaking technology, enhanced workflow and processes, improved communication with appraisers and lenders - and establish a new Platinum Standard for customer experience at NAN, a standard that with time the mortgage industry might attempt to adopt as its own.

MetaSource Promotes John Nixon to Chief Revenue Officer (CRO)

SALT LAKE CITY, Utah, Nov. 29, 2016 (SEND2PRESS NEWSWIRE) -- MetaSource, the leading provider of mortgage quality control (QC) compliance advisory and workflow automation solutions, announced it has promoted John Nixon to Chief Revenue Officer (CRO). In this new role, Nixon will be responsible for the alignment of all resources dedicated to demand creation for business development, strategic account management and marketing to foster growth to continue MetaSource's success.

EPIC Insurance Brokers adds Michael Klaschka to Financial Risk Solutions Practice in NYC

NEW YORK, N.Y., Aug. 25, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Klaschka, a specialist in the placement of professional liability insurance for the financial services and technology industries, has joined the firm's Financial Risk Solutions Practice.

Tatt2Away Adds Medical Director Jeffery L. Deal to its Tattoo Removal Team

SALT LAKE CITY, Utah, Aug. 24, 2016 (SEND2PRESS NEWSWIRE) -- Rejuvatek Medical Inc, officially announces that Dr. Jeffery L. Deal has agreed to serve as Medical Director for the company's revolutionary Tatt2Away non-laser tattoo removal system. In this important role, Dr. Deal will review new technologies and advise the Rejuvatek Medical team on product development and implementation, providing expertise on matters benefiting from his clinical knowledge.

Kimberly Joyce joins Denver’s Altavera Mortgage Services as SVP of Sales

DENVER, Colo. -- Altavera Mortgage Services (Altavera), a leading provider of outsourced residential mortgage origination services and home of the industry's most experienced staff of U.S.-based mortgage fulfillment experts, announced today it has hired Kimberly Joyce as senior vice president of sales. Kimberly brings 22 years of sales and business development experience to the role, in which she will oversee national sales for Altavera.

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