Tag: Management and Career Moves

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

DANBURY, Conn., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Kevin Wheeler to managing director of product and engineering. Wheeler previously held the position of director of backend engineering at Promontory MortgagePath.

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.

POMPANO BEACH, Fla., Nov. 18, 2021 (SEND2PRESS NEWSWIRE) -- Current Builders has announced Brett Schreiber's promotion to Vice President of Construction. Schreiber attained partner status in 2020, and this new promotion follows his successful management of the firm's largest construction project to-date, Uptown Boca. The mixed-use development was completed on-time, during the pandemic thanks to Schreiber's excellent management.

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.

PHOENIX, Ariz., Nov. 16, 2021 (SEND2PRESS NEWSWIRE) -- Steve Phillips, a change-oriented global technology executive, has joined TAG CXO to offer interim and fractional executive CIO services available for on-demand engagement to mid-market operators.

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.

BOALSBURG, Pa., Nov. 5, 2021 (SEND2PRESS NEWSWIRE) -- EnergyCAP, LLC (ENC), the leading provider of data and analytics software for energy and utility bill management, today announced that Thomas R. Patterson, Jr. (Tom) has been named as Chief Executive Officer (CEO) of the company. Steve Heinz, who founded the company in 1982, will retire from his role as CEO but will continue in an advisory capacity as a member of the Board of Directors.

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.

PHOENIX, Ariz., Nov. 2, 2021 (SEND2PRESS NEWSWIRE) -- Ed Escobedo has watched technology evolve and grow over the past 40 years. He has now joined TAG CXO as a seasoned executive who brings skills and experience as fractional CIO.

RESTON, Va., Nov. 2, 2021 (SEND2PRESS NEWSWIRE) -- AMI Expeditionary Healthcare (AMI) appoints new President, (retired) Rear Admiral Scott Giberson, a uniquely experienced public health leader, former Assistant U.S. Surgeon General, acting Deputy Surgeon General (2013-2014) and two-star Admiral with the Commissioned Corps of the U.S. Public Health Service.

POMPANO BEACH, Fla., Oct. 29, 2021 (SEND2PRESS NEWSWIRE) -- Current Builders is pleased to announce the appointment of Tara Philipp as the firm's new Director of Human Resources. Philipp is a seasoned veteran with over a decade of relevant experience in the construction industry, specializing in human resource management and direction.

POMPANO BEACH, Fla., Oct. 28, 2021 (SEND2PRESS NEWSWIRE) -- Current Builders is pleased to announce the promotion of Amanda Bilyeu from estimator to senior estimator in the firm's preconstruction and estimating department. The award-winning general contractor has multiple projects on both coasts of Florida, with offices in Pompano Beach and Sarasota.

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.

NORWALK, Conn., Oct. 25, 2021 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader in Warranty Services since 2005, just announced that Dawn Taylor will be joining the company as Chief Revenue Officer. Dawn brings more than 27 years of warranty and service contract experience, serving as President of Centricity for the last 9 years. Her background and experience will be instrumental in leading the expansion of After, Inc.'s Warranty Services business, and its newly launched QuickSuite Platform.

ATLANTA, Ga., Oct. 14, 2021 (SEND2PRESS NEWSWIRE) -- Depth Public Relations, Inc. (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech), today announced its promotion of two key staff members in time to celebrate at the Mortgage Bankers Association's Annual Convention & Expo 2021 in San Diego.

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.

MACON, Ga., Sept. 30, 2021 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that mortgage industry expert Lyndal McLaughlin has joined its team as a software implementation consultant.

DANBURY, Conn., Sept. 23, 2021 (SEND2PRESS NEWSWIRE) -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced two key staffing changes expanding the strength of its executive team. Bryan DeShasier has been promoted to Chief Administrative Officer (CAO), and Helen Placente has been hired as Managing Director of National Credit Operations.

NEW YORK, N.Y., Sept. 21, 2021 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.

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.

MONTGOMERY, Ala., Aug. 26, 2021 (SEND2PRESS NEWSWIRE) -- ICS Tax, LLC is excited to announce its Southeast regional expansion with a new office in Montgomery, Alabama. ICS welcomes Adam Finesilver, CPA as its Regional Director. Adam brings over 13 years of experience providing tax advisory services to clients in real estate, financial and professional services industries.

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.

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.

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.

BIRMINGHAM, Ala., Aug. 2, 2021 (SEND2PRESS NEWSWIRE) -- Today, McWhirter, a leading commercial services firm in the southeast, announced the promotion of Tanya Shubert to Vice President of Management and Operations, Mid-South. Shubert joined McWhirter in 2018 and has been instrumental in growing the medical office property management portfolio to 11 buildings across Alabama and Mississippi.

PLANO, Texas, July 28, 2021 (SEND2PRESS NEWSWIRE) -- KIS Technologies, a suite of smart, secure, simple solutions for the ticketing industry, today announced the addition of Chase Petersen as Sr. Business Development Manager. Petersen will be located in the Plano, Texas office.