Tag: Management and Career Moves News - Page 4
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 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.
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.
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 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 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 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 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.
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 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.
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.
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.
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 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.
The New York Milk Bank Announces Appointment of New Executive Director, Linda Harelick, MBA, DrPH
VALHALLA, N.Y., Feb. 16, 2022 (SEND2PRESS NEWSWIRE) -- The New York Milk Bank (NYMB), founded six years ago, today announced the appointment of its new Executive Director, Linda Harelick, MBA, DrPH. The New York Milk Bank (NYMB) is a non-profit organization that collects extra breast milk from healthy lactating women. The milk is then pasteurized and distributed to babies in need throughout the Tri-State area.
Down Payment Resource welcomes Marcy Ash, AMP, as Director of Strategic Projects
ATLANTA, Ga., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced it has appointed Marcy Ash, AMP, as director of strategic projects. In her role at DPR, Ash will manage relationships with state Housing Finance Agencies (HFAs) and spearhead industry partnerships and strategies that help DPR deliver greater value to its customers.
Jennifer Oliverio Takes Over Local Edward Jones Branch Office
PUEBLO, Colo., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) -- Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.
EPIC Adds Joseph Freeman to Lead West Region Loss Control Team in Los Angeles
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.
ReverseVision adds Marketing Expert Scott Shepherd to Help Elevate Brand
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.
Luxury brand leader, Lisa Baldwin, joins TAG CXO
PHOENIX, Ariz., Feb. 2, 2022 (SEND2PRESS NEWSWIRE) -- Lisa Baldwin, an industry veteran with a track record of successes with paramount brands like Tiffany and Co., Coach and Macy's, is bringing her earned expertise to TAG CXO as a fractional CIO. Baldwin's remarkable insights come from 30 years of IT experience, managing modernization and transformation across all aspects of business.
Paragon Hires Industry Vet for East Coast Expansion
AVON, Conn., Jan. 31, 2022 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Patrick Carroll as senior vice president - Eastern Region, effective January 31, 2022. Carroll brings more than 38 years of property and casualty and workers' compensation experience to his role at Paragon.
Alliance Group, a leading national insurance marketing organization, announces a series of promotions for 2022
ATLANTA, Ga., Jan. 27, 2022 (SEND2PRESS NEWSWIRE) -- Alliance Group, a leading national insurance marketing organization (IMO), announced a series of promotions within their ranks, effective immediately. With more than 4,500 independent agents nationally, Alliance Group is currently protecting over 130,000 American families with more than $28 billion of Living Benefits coverage.
ReverseVision Announces Hiring of Mortgage Industry Veteran Steve Butler as Director of Business Development
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.
Nomis Solutions Names Fintech Veteran George Neal as Chief Product Officer, Promotes Prashant Balepur to SVP, Corporate Strategy
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.
EnergyCAP Names Lalit Agarwal Vice President, Energy Management and Sustainability
STATE COLLEGE, Pa., Jan. 19, 2022 (SEND2PRESS NEWSWIRE) -- EnergyCAP, LLC, the leading provider of energy management and utility bill processing software, today announced that Lalit Agarwal has been named Vice President, Energy Management & Sustainability.
Florida Podiatric Group Brings High-Tech, High-Quality Healthcare to Largo
LARGO, Fla., Jan. 18, 2022 (SEND2PRESS NEWSWIRE) -- Modern Foot & Ankle opens its sixth clinic - and first in Pinellas County - on Friday. The Central Florida podiatric group has selected Kyle Haverstrom, DPM, as the provider for the new Largo, Florida, location.
Mid America Mortgage Welcomes Jarred Talmadge to its team of reverse mortgage experts
ADDISON, Texas, Jan. 12, 2022 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced industry veteran Jarred Talmadge has joined Mid America as Western Reverse Mortgage Sales Manager. In this role, Talmadge is responsible for expanding Mid America's reverse mortgage presence in the Western U.S.
KJ Stephens Joins EPIC to Further Expand Employee Benefits Practice in California
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.
Olea Kiosks Announces Promotion of Daniel Olea to Director of Sales, Accelerating its Strategic Focus
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.
