Tags Management and Career Moves

Tag: Management and Career Moves News - Page 3

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.

Weldon, Williams & Lick, Inc. Names Evan Gitomer as Firm’s First Chief Revenue Officer

FORT SMITH, Ark., April 27, 2022 (SEND2PRESS NEWSWIRE) -- Weldon, Williams & Lick, Inc. (WW&L), a visionary provider of ticketing and custom security printed solutions, announced today that it has appointed Evan Gitomer as its first Chief Revenue Officer, effective immediately. In this newly created role, Evan will oversee and develop the go-to-market team and strategy to support growth at the company.

MMI adds mortgage industry vets Jake Belter and Gerald Dorman to enterprise sales team as regional directors

SALT LAKE CITY, Utah, April 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 it has hired mortgage industry veterans Jake Belter, CMB(r), and Gerald Dorman to its enterprise sales team. As regional directors, Belter and Dorman will be tasked with expanding MMI's growing roster of mortgage enterprise clients.

Attorney Daniel Murphy Now a Full Partner at Goldman Babboni Fernandez Murphy & Walsh

BRADENTON, Fla., April 22, 2022 (SEND2PRESS NEWSWIRE) -- Attorney Daniel Murphy, of Goldman Babboni Fernandez & Walsh, has been elevated to full partner. Citing his exemplary record of working tirelessly for clients in Bradenton Florida and across all of Manatee County.

Mortgage Hedge Advisory Firm Vice Capital Markets promotes Shawn Ansley to CIO

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.
EPIC Welcomes Shelley Yim

EPIC Welcomes Shelley Yim to grow risk management and California Winery Practice

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.
Rachelle Arizmendi Joins Avenu

Rachelle Arizmendi Joins Avenu Insights & Analytics, Adds Public Sector Talent in California

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.

XLR8 Companies Announce the appointment of Mitchner Ferdinands as Chief Operating Officer

NEW YORK, N.Y., April 18, 2022 (SEND2PRESS NEWSWIRE) -- On April 18, 2022, Xelerate Logistics LLC ("XLR8") announced the appointment of Mitchner Ferdinands as the Chief Operating Officer. Mitchner Ferdinands, who has 20 years of experience in the Supply Chain industry, has extensively travelled in many countries to troubleshoot and find innovative and pragmatic solutions to ever evolving supply chain industry.
Jeremy Berlin, Editorial Director

Jeremy Berlin Named Editorial Director at Hidden Compass, a publication of award-winning stories of exploration

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.
EPIC INSURANCE

Edgewood Healthcare Advisors Continues Growth with Strategic Hires

SAN FRANCISCO, Calif. and NEW YORK, N.Y., April 11, 2022 (SEND2PRESS NEWSWIRE) -- Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.
EPIC Insurance Brokers

EPIC Welcomes Jim McSherry as National Practice Leader for New Employer Stop Loss Center

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.

James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up

NEW YORK, N.Y. and BIRMINGHAM, Ala., April 6, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services division. In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.

BioAustinCTX Announces Board of Director Leadership Changes

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.
Ben Itkin of MCT

Mortgage risk management leader, MCT, names Ben Itkin National Sales 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 Ben Itkin has been appointed the new National Sales Director.

FormFree grows executive team, appoints Eric Lapin chief strategy officer

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.

Mid America Mortgage adds Kyle Hilton as Quality Control Manager

ADDISON, Texas, March 23, 2022 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) welcomes mortgage industry veteran, Kyle Hilton as its newest quality control manager. Hilton brings a knowledge spanning more than 20 years in mortgage underwriting and quality assurance review. In this role, Hilton will be responsible for overseeing and monitoring quality control vendors and policies.

Mary Costello joins FormFree team as director of vendor management, risk and compliance

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.
Adrienne D.A. Smith

Parallel Napa Valley Winery Promotes Adrienne D.A. Smith to Partner

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.

New Tampa Bay Podiatrist Offers Early Morning and Evening Availability

WESTCHASE, Fla., March 18, 2022 (SEND2PRESS NEWSWIRE) -- Early birds and night owls rejoice: a new Tampa Bay podiatrist is setting the bar on convenience with extended clinic hours. Sagar Shah, DPM, recently helped launch the opening of a new location for Modern Foot & Ankle at 10954 Sheldon Rd. in Westchase. This marked the Central Florida group's seventh clinic opening in five years.

FormFree names former ICE finance executive Patrick Rutherford as CFO to fuel its next stage in company growth

ATHENS, Ga., March 1, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® today announced that it has appointed Patrick Rutherford, former finance executive at Intercontinental Exchange (NYSE: ICE), as chief financial officer (CFO). In his new role at FormFree, Rutherford will lead the organization's finance, accounting and compliance functions.
Steve Nelson, Chief Growth Officer

EPIC Insurance Brokers’ Private Client Practice Appoints Steve Nelson as Chief Growth Officer

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.
KROST CPAs

KROST CPAs Announce Greg Kniss as Chairman of the Board, Jason Melillo as CEO and Keith Hamasaki as Principal of Assurance...

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.

FEATURED STORIES