Tag: Management and Career Moves

ATLANTA, Ga., Jan. 26, 2023 (SEND2PRESS NEWSWIRE) -- Alliance Group announced that Stephen Walther, Vice President of Sales & Distribution, has been elected to the FACC Board of Directors. Walther will bring with him decades of experience in the Life Insurance and Financial Services Industry, and a long track record of leading innovative and diverse teams of independent insurance agents and agencies across the country. /CORRECTION/

ATLANTA, Ga., Jan. 26, 2023 (SEND2PRESS NEWSWIRE) -- Alliance Group announced that Stephen Walther, Vice President of Sales & Distribution, has been elected to the FACC Board of Directors. Walther will bring with him decades of experience in the Life Insurance and Financial Services Industry, and a long track record of leading innovative and diverse teams of independent insurance agents and agencies across the country.

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.

ATLANTA, Ga., Dec. 15, 2022 (SEND2PRESS NEWSWIRE) -- Atlanta-based Alliance Group, a national IMO, announces the hire of 25-year industry veteran Eric Ojeda as their new Director of Sales Enablement. Ojeda (MAM, LUTCF, ACS, SSRI, ALMI), who previously spent 22 years at Ameritas in their life insurance division, brings a wealth of experience to a fast-growing organization.

ATLANTA, Ga., Dec. 8, 2022 (SEND2PRESS NEWSWIRE) --- Alliance Group, an Atlanta-based insurance marketing organization, announced the hire of Josh Thompson as Assistant Director / Assistant Editor. The move comes as part of a recent series of personnel moves to reflect the company's growing needs as they continue to expand.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

NOVI, Mich., April 21, 2022 (SEND2PRESS NEWSWIRE) -- Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it has promoted Shawn Ansley to chief information officer (CIO). As CIO, Ansley will be tasked with the continued development of information technologies and deepening integrations with the agencies and major loan origination systems.

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.

AUSTIN, Texas, April 1, 2022 (SEND2PRESS NEWSWIRE) -- Life Science industry organization, BioAustinCTX, announced today changes to its Board of Directors with the departure of Elisa Maldonado-Holmertz and the appointment of Tami Annable. Over the past several years, Austin and the Central Texas region have developed into one of the fastest-growing life science hubs in the U.S.

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.

ATHENS, Ga., March 29, 2022 (SEND2PRESS NEWSWIRE) -- FormFree today announced that it has appointed Eric Lapin to the role of chief strategy officer (CSO). In this position, Lapin will leverage his more than 25 years' experience in leadership roles at marquee mortgage technology firms and financial institutions to steer the strategic vision and partnerships driving FormFree's growth.

ATHENS, Ga., March 23, 2022 (SEND2PRESS NEWSWIRE) -- FormFree today announced that it has welcomed 17-year finance industry veteran Mary Costello to its team as director of vendor management, risk and compliance. In this role, Costello will support FormFree's audit, risk and compliance efforts across the management of internal and external vendor, lender and integration partnerships.

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.

SYOSSET, N.Y., Dec. 22, 2021 (SEND2PRESS NEWSWIRE) -- Fluid Metering Inc., a pioneer in the design and manufacture of high precision microfluidic solutions, is pleased to announce the promotion of Sean Madden to Vice President, Commercial and Product Development.

PHOENIX, Ariz., Dec. 20, 2021 (SEND2PRESS NEWSWIRE) -- COR Consultants is pleased to announce that Mike Holt has joined the team as a real estate agent. Mike Holt is an Ahwatukee Realtor who has a degree in Computer Science and past experience managing teams at Amazon.

AUSTIN, Texas, Dec. 1, 2021 (SEND2PRESS NEWSWIRE) -- Seedling Foundation, a non-profit organization providing school-based mentoring for children who have an incarcerated parent, has selected Julie Barschow as Development Director. Ms. Barschow joins Seedling with over 20 years of nonprofit management, development and marketing experience.

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.

PHOENIX, Ariz., Aug. 31, 2021 (SEND2PRESS NEWSWIRE) -- Paul Elliott still values the promise behind a handshake. He grew up listening to talk of the family business discussed around the dinner table. His Midwest family, led by his grandfather, modeled those downhome values where only a handshake was required. Elliott has used those impressionable lessons throughout his life and in his own career. Now he aims to serve others with the same kind of integrity as the newest chief information officer at TAG CXO.

VANCOUVER, Wash., Aug. 20, 2021 (SEND2PRESS NEWSWIRE) -- Knowledge Coop, the industry's top online compliance training and virtual work platform, today announced it has hired Brian Paine as Director of Technology. His responsibilities at Knowledge Coop include maintaining a stable working environment for all of Knowledge Coop's technical operations.

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.