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Tag: Management and Career Moves

Olea Kiosks

Olea Kiosks Announces Promotion of Daniel Olea to Director of Sales, Accelerating its Strategic Focus

LOS ANGELES, Calif. /California Newswire/ -- Olea KiosksĀ®, 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.
Shannon Baldwin and Jacob Gibbs

Mortgage Coach promotes Jacob Gibbs to VP of Technology and Shannon Baldwin to VP of Marketing

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.

Fluid Metering Announces Promotion of Sean Madden to Vice President, Commercial & Product Development

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.

Ahwatukee Realtor, Mike Holt, Joins COR Consultants

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.

Seedling Welcomes New Development Director

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.
Eric Samuelson and Andres Ochoa of ReverseVision

ReverseVision Adds New Team Members to Support Expansion of Functional Areas and Corporate Infrastructure

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.
Crawford McInnis of EPIC

Crawford McInnis Named Chief Sales Officer at EPIC to Lead Next Level of Sales Excellence

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.
XG Communities

Yvonne Robinson joins the team at XG as new VP of Operations

NEWPORT BEACH, Calif. /California Newswire/ -- California-based XG recently announced that Yvonne Robinson had joined XG as their new Vice President of Operations. Before joining XG, Yvonne served as Manager for Development and Engineering for T-Mobile, and previously as Market Manager of Regional Site Development for Sprint.

Certa Welcomes New Hire, Marc Goldberg, Departing Dun & Bradstreet to Head Customer Experience

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.
Azad Rafat of MCT

Mortgage Capital Trading, Inc. Deepens Mortgage Servicing Rights Expertise with Hire of Azad Rafat

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.

TAG CXO Announces Industry Veteran Executive Paul Elliott Joins Team

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.

Knowledge Coop Appoints Brian Paine as Director of Technology

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.
Jared Epstein

Olea Kiosks Adds Ticketing Industry Specialist Jared Epstein to Sales Team

LOS ANGELES, Calif. /California Newswire/ -- Olea KiosksĀ®, 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.

International Branded Product Solutions Agency LR Paris Appoints Lee Rolnick as Head of Sales for North America

NEW YORK, N.Y., Aug. 19, 2021 (SEND2PRESS NEWSWIRE) -- LR Paris announced the appointment of Lee Rolnick as Head of Sales for the North American Market. Founded in 1959, LR Paris is the leading agency providing fully integrated, Branded Products Solutions.
DocMagic - Chris Lewis

DocMagic Names Mr. Chris Lewis Director of Enterprise Solutions

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.

Zach Poth Joins TAG CXO as COO to Support Growing Demand for Fractional Executive Services

PHOENIX, Ariz., July 20, 2021 (SEND2PRESS NEWSWIRE) -- TAG CXO, an organization of successful fractional executives available for hire, is pleased to announce that Zach Poth has joined the team. Poth is an accomplished information technology pro who will take on the role of chief operating officer.

Singing Dog Vanilla Hires New Marketing Professional from The University of Oregon

EUGENE, Ore., June 24, 2021 (SEND2PRESS NEWSWIRE) -- Singing Dog Vanilla is proud to welcome Andrew Gillen to the team as our new marketing specialist. Andrew will be responsible for engaging with our fans via social media, communicating with the blogging / influencer community, and connecting with food industry groups.
Charles Lawson

Propel Names Charles Lawson as New Chief Revenue Officer (CRO)

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.

BioAustin Appoints New Leadership and Unveils An Expanded Strategic Focus In Central Texas As BioAustinCTX

AUSTIN, Texas, June 3, 2021 (SEND2PRESS NEWSWIRE) -- Life Science industry organization BioAustin today announced changes to its leadership team, brand positioning, and long-term strategy focused on facilitating the continued growth of the life science industry in Central Texas. 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.

FormFree announces Former JPMorgan Chase Division CEO Kevin Watters joins its Board of Directors

ATHENS, Ga., May 25, 2021 (SEND2PRESS NEWSWIRE) -- FormFreeĀ® today welcomed Kevin Watters to its board of directors. Watters is a payments, mortgage lending and business banking leader known for his ability to successfully and rapidly scale financial services businesses through operational and technology transformation.

Agri-Investment Services Hires Willamette Valley Representative

SALEM, Ore., May 17, 2021 (SEND2PRESS NEWSWIRE) -- Agri-Investment Services recently employed Kendall Vasek-Jones as their Willamette Valley Representative in Oregon. Ms. Vasek-Jones has degrees in Viticulture-Enology and Wine Business Management from Washington State University and was previously employed by Chateau Ste. Michelle in Washington.
Shelly Backlar, Stillwater Sciences

Shelly Backlar Joins Stillwater Sciences in Los Angeles

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.
James Walker of Olea Kiosks

Olea Kiosks Adds Healthcare Industry Veteran James Walker to Sales Team

LOS ANGELES, Calif. /California Newswire/ -- Olea KiosksĀ®, 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.

Melissa D. Avery, PhD, CNM, FACNM, FAAN Named New Editor-in-Chief of the Journal of Midwifery & Women’s Health

SILVER SPRING, Md., May 12, 2021 (SEND2PRESS NEWSWIRE) -- The American College of Nurse-Midwives (ACNM) is pleased to announce that Melissa D. Avery, PhD, CNM, FACNM, FAAN will be the Editor-in-Chief (EIC) of the "Journal of Midwifery & Women's Health" (JMWH) starting January 1, 2022, succeeding Frances E. Likis, CNM, NP, DrPH, who has served as EIC since 2008.
Sam Wagener

EPIC Welcomes Mr. Sam Wagener as Principal to Further Strengthen P&C and Captive Capabilities in West Region

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.

Agri-Investment Services Hires Central Oregon Representative

SALEM, Ore., May 5, 2021 (SEND2PRESS NEWSWIRE) -- Agri-Investment Services recently employed George Riggins as their Central Oregon Representative. Mr. Riggins has a degree in Business Marketing from Carolina University and was previously employed as a market analyst for Fiat Chrysler and as a marketing executive for the Zane Firm.

Strategic Benefits Advisors welcomes Kah-Lee Wong as senior benefits consultant

ATLANTA, Ga., April 30, 2021 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced that Kah-Lee Wong, FSA, EA, MAAA, has joined the firm as a senior benefits consultant. In this role, Wong will work closely with organizations to provide actuarial consulting services and solve challenges related to their employee benefits plans.

Olea Kiosks Adds Jim Masters in Sales Team Expansion for its IT Hardware and Software

LOS ANGELES, Calif. /California Newswire/ -- Olea KiosksĀ®, 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.
Mike Robertson and Justin Putz

Mortgage Capital Trading, Inc Dives into 2021/Q2 with Two New Industry Leaders to Support Growth

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCTĀ®), a leading mortgage hedge advisory and secondary marketing software firm, announced Mike Robertson and Justin Putz have joined the company in the roles of Senior Regional Sales Director and Midwest Regional Sales Director respectively.
FinTech Veteran Joe Zeibert

Nomis Solutions Names Fintech Expert Joe Zeibert as VP, Head of Mortgage Product and Strategy

SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced today the promotion of FinTech expert Joe Zeibert to vice president, head of mortgage product and strategy.

Portland, Oregon-based Western Machine Works Expands its Hydro Power Capabilities with the Hiring of Industry Pro, Rob Adams

PORTLAND, Ore., April 6, 2021 (SEND2PRESS NEWSWIRE) -- Western Machine Works, an engineering-focused equipment service and maintenance provider based in Portland, Oregon is pleased to announce the hiring of Rob Adams as a dedicated Hydro specialist, sales engineer to provide in-depth knowledge and expertise to its hydro clients.

FormFree Welcomes Paul Finch, Former Early Warning CEO, to Its Board of Directors

ATHENS, Ga., March 17, 2021 (SEND2PRESS NEWSWIRE) -- FormFreeĀ® today announced the appointment of payments and banking fintech pioneer Paul Finch to its board of directors. Finch is best known for his 16-year tenure as CEO of Early Warning Services (Early Warning).
EPIC Insurance

Jeremy Lawson Joins EPIC’s Contingency Risk Practice as Managing Principal in Texas

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants announced today that Jeremy "Jez" Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group.

FormFree Elects Mortgage Banking Authority James Deitch, CPA, CMB to Board of Directors

ATHENS, Ga., March 10, 2021 (SEND2PRESS NEWSWIRE) -- FormFree today announced the election of serial entrepreneur, mortgage banking executive and author James Deitch, CPA, CMB, to its board of directors. Deitch, a mortgage industry veteran of three decades, has counseled over 200 financial services businesses, served as president and CEO of five federally chartered banks and served on advisory panels for Fannie Mae (OTCMKTS: FNMA), Freddie Mac (OTCMKTS: FMCC), Truist (NYSE: TFC) and Wells Fargo (NYSE: WFC).

Personal Injury Attorney Rachel Anthony Has Joined LeMaster & Ahmed PLLC Law Firm

THE WOODLANDS, Texas, Feb. 25, 2021 (SEND2PRESS NEWSWIRE) -- LeMaster & Ahmed PLLC has announced that Rachel Anthony, a personal injury attorney, has recently joined their Houston area office of LeMaster & Ahmed PLLC. The law firm focuses on personal injury cases and has offices in The Woodlands, Texas and Plano, Texas.

KBKG Welcomes Two New Directors to Atlanta-Based Operation

ATLANTA, Ga., Feb. 24, 2021 (SEND2PRESS NEWSWIRE) -- Nationwide tax specialty firm KBKG hired two new Directors, Amar Patel and Ian Williams, as part of their Southeast practice. Both Directors join KBKG with over 25 years of combined experience in Cost Segregation and Research & Development Tax Credits, two key services offered by the firm to CPAs and businesses.
EPIC Insurance

EPIC Announces Nationwide Leadership Structure Realignment

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.

Pangje Foundation Announces Their Newest Board Member James Turner

BOULDER, Colo., Feb. 11, 2021 (SEND2PRESS NEWSWIRE) -- Pangje Foundation, a leader in innovative endangered species conservation and community support and education initiatives, announced today their newest Board Member: James Turner. James brings over 30 years of experience from the technology industry.
Eddie Price, CCSP; Paul McVoy; Jonathan Tucker

KBKG Adds 3 New Principals to Cost Segregation and Research & Development Tax Credit Services

PASADENA, Calif. /California Newswire/ -- Nationwide tax specialty firm KBKG promoted Eddie Price to Principal of Cost Segregation Services, as well as Paul McVoy and Jonathan Tucker to Principals of Research & Development Tax Credit Services.

Nanotech Pioneer Julia Greer Joins the Azul 3D All-Star Advisory Board

SKOKIE, Ill., Feb. 9, 2021 (SEND2PRESS NEWSWIRE) -- Nanotechnology and 3D-printing pioneer Julia Greer has joined the advisory board of Azul 3D. Greer is the Ruben F. and Donna Mettler Professor Materials Science, Mechanics and Medical Engineering at the California Institute of Technology, where she also directs the Kavli Nanoscience Institute.
Stacey R Korman CPA - KROST CPAS

Los Angeles Based KROST CPAs Announces New Principal, Stacey R. Korman, CPA, MST

PASADENA, Calif. /California Newswire/ -- KROST CPAs and Consultants, the Los Angeles based firm, has announced a new Principal, Stacey R. Korman, CPA, MST. Stacey has extensive experience in assurance & advisory and accounting services and since joining the firm she has led the accounting and audit departments.
EPIC Insurance

EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.
Daniel Olea and Rusty Gaynes

Olea Kiosks Expands Leadership Team to Include Sales and Strategic Focus Members

LOS ANGELES, Calif. /California Newswire/ -- Olea KiosksĀ®, Inc., a visionary provider of innovative self-service kiosk solutions, today announced the growth of its leadership team to include sales management and strategic business development. The company has expanded the role of Rusty Gaynes to Director of Sales, Alliances and Strategic Partnerships and promoted Daniel Olea to Director of Strategy and Business Development.
Certa, the leading no-code platform for cross-enterprise solutions

CERTA, the No-Code Platform, Hires Senior Talent From D&B and GLG

PALO ALTO, Calif. /California Newswire/ -- Certa, the leading no-code platform for cross-enterprise solutions including supplier risk management, KYC/AML and credit and insurance applications, has significantly boosted its leadership strength with key hires of senior talent, as well as other leadership moves.

ACES Quality Management Recruits Mortgage Compliance Expert Amanda Phillips as Latest Executive Vice President

DENVER, Colo., Jan. 28, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Managementā„¢ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has selected Amanda Phillips as executive vice president of compliance.

TAG CXO Has Named Darin Howard to Lead its BI/Reporting and Analytics Practice Area

PHOENIX, Ariz., Jan. 26, 2021 (SEND2PRESS NEWSWIRE) -- TAG CXO, a provider of fractional IT executives, appointed Darin Howard to lead its new BI and Analytics practice area located in Phoenix, Arizona. In this role, Howard will be responsible for helping TAG CXO clients to better understand their business performance and gain key insights that boost growth and profitability.
David Burruss of MCT

MCT Hires David Burruss to Address Demand for its MSR Services

SAN DIEGO, Calif. /California Newswire/ -- MCTĀ® announced that David Burress has joined the company in the position of MSR Sales Director, directly addressing the increase in market demand for MCT's MSR products. The hiring of Mr. Burruss ensures MCT can continue serving the needs of their MSR clients.

TAG CXO Names Shane Jones to Lead its Fractional Project Management Office (PMO) Services

PHOENIX, Ariz., Jan. 19, 2021 (SEND2PRESS NEWSWIRE) -- TAG CXO, a provider of fractional IT executives, appointed Shane Jones to lead its new Project Management Office practice area located in Phoenix, Arizona. In this role, Jones will expand TAG CXOs PMO services, develop new clients, and lead fractional PMO services across TAG CXOs expanding national network of fractional executives.

Samuel Howe Tapped as New Alliance Group CMO

ATLANTA, Ga., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) -- Alliance Group, a national insurance marketing organization (IMO), announced Monday that Samuel Howe has been tapped to succeed Lee Duncan as its Chief Marketing Officer, effective immediately. Duncan had previously occupied the CMO role before his own promotion to President and CEO back in November.

Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors

NEW YORK, N.Y., Jan. 12, 2021 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFPĀ®, Director, Wealth Planning, has been made a partner of the firm.