Tag: Management and Career Moves

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.

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.

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

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.

DENVER, Colo., Jan. 28, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Management™ (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.

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.

SAN DIEGO, Calif. /California Newswire/ -- MCT® 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.

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.

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, CFP®, Director, Wealth Planning, has been made a partner of the firm.

SYOSSET, N.Y., Jan. 12, 2021 (SEND2PRESS NEWSWIRE) -- Fluid Metering Inc. welcomes Dickson Ong as Business Development Manager - North America. Dickson will be the lead account manager of all North American key OEM accounts and will be responsible for growing business in North America by building relationships with FMI channel partners and strategic OEMs in the Life Science markets.

NEW YORK, N.Y., Jan. 8, 2021 (SEND2PRESS NEWSWIRE) -- DDK & Company, LLP, an accounting, tax, and consulting firm, announced on January 1 that Sze Man Tam has been promoted to Partner. In her new role, Sze will be leading DDK's Audit department, helping clients grow and improve their businesses, and developing DDK's next generation.

SAN FRANCISCO, Calif. /California Newswire/ -- Awair, the San Francisco-based startup that makes Indoor Air Quality monitoring and software solutions for home and commercial spaces, has received a major strategic investment from Emerson (NYSE: EMR). Emerson is a leader in the heating, ventilation and air conditioning (HVAC) controls industry, as well as the creator of the highly-rated smart thermostat, Emerson Sensi.

ALEXANDRIA, Va., Dec. 11, 2020 (SEND2PRESS NEWSWIRE) -- Aligned Technology Solutions announced the recent addition of three accomplished veterans of the Managed Service provider (MSP) industry to its leadership team. The new members include a VP of Service Delivery, VP Cybersecurity & Compliance and Director of Helpdesk Operations. These are entirely new positions that were added in support of the companies continued growth and expanded service offerings.

LAWRENCEVILLE, Ga., Nov. 6, 2020 (SEND2PRESS NEWSWIRE) -- Alliance Group, a national insurance marketing organization (IMO), announced Monday that it has appointed Lee Duncan as the new President and Chief Executive Officer of the company. Duncan previously occupied the role of Chief Marketing Officer.

MCLEAN, Va., Oct. 27, 2020 (SEND2PRESS NEWSWIRE) -- By Light Professional IT Services LLC is investing in its people with a series of promotions to further its strategic growth and solidify its brand as a leader in IT solutions for government and commercial clients. By Light's promoted several employees who are trailblazers in their fields to positions within the Chief Strategy Office.

ATHENS, Ga., Sept. 10, 2020 (SEND2PRESS NEWSWIRE) -- FormFree has hired SaaS sales executive Tyler Brantley as director of implementation. In this role, Brantley will serve as the internal liaison between FormFree's sales and operations teams and support revenue growth by working to ensure an ideal onboarding experience for every FormFree customer.

VIRGINIA BEACH, Va., Sept. 2, 2020 (SEND2PRESS NEWSWIRE) -- Brooks Transfer & Storage is pleased to announce the appointment of Jim Fitzhugh as the organization's next president and chief executive officer. Fitzhugh brings to the position 25 years of experience, a wealth of knowledge and an array of experiences in the Moving & Storage industry.

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it appointed two mortgage industry veterans in early 2020 which strengthen its support to the capital markets community during the worldwide pandemic and associated financial turbulence.

LOS ANGELES, Calif. /California Newswire/ -- 2020 Mom has been awarded a significant multi-year capacity investment by the Perigee Fund, a philanthropic organization focused in supporting early parenting, so families can thrive.

ROSEVILLE, Calif. /California Newswire/ -- Valligent Technologies (Valligent), the mortgage industry's residential valuation technology trendsetter, announced today that it has hired Walter Allen as executive vice president of digital transformation.

LOS ANGELES, Calif. /California Newswire/ -- Olea Kiosks, Inc., a leading provider of innovative self-service kiosk solutions, announces the hiring of channel sales and partnerships industry expert, Rusty Gaynes, as Director of Strategic Alliances and Partnerships.

SHERMAN OAKS, Calif. /California Newswire/ -- Bessolo Haworth, a leading West Coast tax, accounting and business advisory firm, announces the promotion of Sasha Baluka to partner. Baluka will continue to manage some of the firm's largest clients and will now also work with the firm's partners to manage and lead the organization.

BOULDER, Colo., June 25, 2020 (SEND2PRESS NEWSWIRE) -- IDmission, LLC, a global leader in biometric and AI technology that reduces risk associated with false identities, has announced the appointment of Miles Busby as chief revenue officer.

AUSTIN, Texas, June 22, 2020 (SEND2PRESS NEWSWIRE) -- STRATAC Marketing's Virginia Case was elected Co-VP of Communications by the voting members of the American Marketing Association's Austin Chapter - a premier marketing collaborative in Austin, Texas.

WESTLAKE VILLAGE, Calif. /California Newswire/ -- The National Structured Settlements Trade Association (NSSTA) has named Louis Masry as 2020-2021 President. Masry is a co-owner at Quest Settlements, where he serves as Principal and as a Senior Settlement Consultant. He has assumed the role of President from Michelle Caine, who completed her year in the role.

CHESAPEAKE, Va., June 5, 2020 (SEND2PRESS NEWSWIRE) -- In a pandemic-ravaged economy that's left few industries untouched - with many having had to completely rethink and reorient operations within a short window of time - one might question why someone would leave an established career to set off on a new venture. However, that's exactly what Seth A. White chose to do, noted real estate auction firm Tranzon Fox has announced today.

SANTA BARBARA, Calif. /California Newswire/ -- In an era where most publications are shrinking, Hidden Compass, an award-winning quarterly magazine on exploration, is expanding. This week, the California-based startup is announcing Katie Knorovsky as its new managing editor.

ARLINGTON, Va., May 28, 2020 (SEND2PRESS NEWSWIRE) -- pExchange LLC, a leading provider of innovative government PPBE budgetary software, database management and advanced analytics solutions, just announced that James F.X. Payne has joined the company as Vice President of Special Projects.

DENVER, Colo., May 12, 2020 (SEND2PRESS NEWSWIRE) -- Digital mortgage leader Maxwell has announced Altavera Mortgage Services founder and former CEO Brian Simons has joined the company as president. Simons comes to Maxwell with 23 years of experience in the mortgage industry, including capital markets, loan origination and default management.

NEW YORK, N.Y., May 6, 2020 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.

LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has promoted Mabel Lee to Warehouse Due Diligence Manager and hired Scott Weintraub as Internal Audit Manager.

NEW YORK, N.Y. and SAN FRANCISCO, Calif., March 17, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Matthew Marmorek has joined the firm as National Practice Leader, Global (Non-U.S.) Employee Benefits.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Nelson has joined the firm as Senior Vice President in their property and casualty practice based in Rancho Cordova, California office. Nelson will report to Kevin E. Harnetiaux, COO, Pacific North Region.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., March 3, 2020 (SEND2PRESS NEWSWIRE) -- EPIC announced today that Tim Brenneman has been named President and National Private Client Practice Leader for its newly reorganized National Private Client Practice team reporting to Executive Chairman and Co-Founder John Hahn.

ATLANTA, Ga., March 2, 2020 (SEND2PRESS NEWSWIRE) -- Association management executive Elisa Pratt, Founder and President of Washington, DC-based Brewer Pratt Solutions LLC, has joined The Nour Cohort Community, an exclusive community for influential advisors, focused on strategic impact and experiential excellence for global clients.

AUSTIN, Texas, Feb. 28, 2020 (SEND2PRESS NEWSWIRE) -- Vista Park, LLC developers, Ron Smith, President at Smith Wealth Advisors, and Myles Richards, announced today that they have signed agreements with all of the key development team members, moving the Vista Park, LLC residential development project closer to an anticipated ground-breaking in June or July of 2020, pending City of Lamesa approval.

SAN FRANCISCO, Calif. /California Newswire/ -- Chad Anfinson is Zanthion's newest recruit who has accepted the role of Chief Strategy and Business Development Officer. Chad comes to Zanthion by way of the Senior Living Industry. He began his career in the late 90's as the sales leader for newly constructed Assisted Living Communities in Florida.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Wesley Carson has joined the firm as a Senior Vice President, Employee Benefits in their Sacramento, California office.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Blake Chauvin has joined the firm as a Producer in their Concord, California office.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 3, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today they are continuing to expand their employee benefits resources with the addition of a new Pharmacy Practice Leader, Bob Eisendrath.

RED BANK, N.J., Jan. 23, 2020 (SEND2PRESS NEWSWIRE) -- Move For Hunger, a national non-profit organization that has created a sustainable way to reduce food waste and fight hunger, announced today that Jeff Pederson, Chairman and CEO of CORT Business Services, has joined its Board of Directors.

LOS ANGELES, Calif. /California Newswire/ -- KINONA, a collection of flattering, modern women's golf apparel designed to bring feminine sensibility to women's golf, announced today that LPGA legend Patty Sheehan has joined its Board of Advisors.

ELK GROVE, Calif. /California Newswire/ -- The California Farmland Trust (CFT) is pleased to announce Katie Otto as their new Development and Operations Director. She joins the CFT team after 12 years with the California FFA Foundation (Foundation) and brings her deep roots and experience with agriculture, fundraising and finance management to the organization.

AUSTIN, Texas, Dec. 11, 2019 (SEND2PRESS NEWSWIRE) -- Mold Inspection Sciences Texas, one of the state's largest mold inspection and testing companies, is proud to welcome new hire Chris Gardner to its staff. Chris will play a vital role in securing new business development leads and nurturing commercial customer relationships.

LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants ("EPIC"), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Raylene Chiarizzio has joined the firm as Senior Vice President of the firm's Southwest Risk Management Practice.

LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that David Thoke has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.

LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that BobbiJo DeNofa has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.

ATLANTA, Ga., Dec. 4, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Todd Randolph has joined the firm as a Principal of its Southeast Employee Benefits Practice.

NAPA, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sheryl Marshall has joined the firm as Principal within the firm's Moving & Storage Practice.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Scott Weiss has joined the firm as a Principal in their Risk Management Practice.