Tag: Finance

PASADENA, Calif., Sept, 30, 2019 (SEND2PRESS NEWSWIRE) -- Los Angeles-based tax and accounting firm, KROST, recently brought on restaurant industry titan Chef Phil Kastel (co-creator of nationally recognized Public School gastropubs) who will serve as the firm's Restaurant and Culinary Consultant. Established in 1939, KROST has a long history in the restaurant space.

EAST LANSING, Mich., Sept. 26, 2019 (SEND2PRESS NEWSWIRE) -- Mode Health, the employee benefits agency for modern small businesses, today announced a strategic partnership with On Target Living, a health and performance company located in East Lansing, Michigan.

STATE COLLEGE, Pa., Sept. 26, 2019 (SEND2PRESS NEWSWIRE) -- EnergyCAP, Inc. (ECI) is pleased to announce that it has begun construction of its new corporate headquarters to support the company's sustained growth. Founded as a technology start-up in 2002, ECI has grown to 65 employees. The new 20,000-square-foot single tenant facility will support another 50% growth over the next ten years.

HOUSTON, Texas, Sept. 24, 2019 (SEND2PRESS NEWSWIRE) -- EnHelix an award-winning oil and gas commodity trading and logistics management software with artificial intelligence and blockchain, today announced the launch of its new Marketplace Blockchain software for commodity trading companies. (VIDEO)

PROVO, Utah, Sept. 23, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that its Vice President of Regulatory and Legal Affairs Mark Ladd was named the 2019 Carl R. Ernst Founders Award winner by Property Records Industry Association (PRIA).

LEHI, Utah, Sept. 23, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, debuted its integrated auto-fulfillment service for mortgage disclosures at Source Media's Digital Mortgage conference in Las Vegas.

MACON, Ga., Sept. 23, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and performance management software and solutions for the mortgage industry, will debut LimeGear, a turnkey business intelligence (BI) platform at Source Media's Digital Mortgage Conference on Tuesday, September 24, live from the event's main stage during demo session #4, which begins at 8:55 a.m.

WEST PALM BEACH, Fla., Sept. 20, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced its chief revenue officer (CRO), Vince Furey, has been awarded National Mortgage Professional (NMP) magazine's Most Connected Mortgage Professionals' distinction for 2019.

DENVER, Colo., Sept. 19, 2019 (SEND2PRESS NEWSWIRE) -- Digital mortgage platform provider Maxwell announced their strategic partnership with Integra to offer seamless, bi-directional integration with Integra's EPIC Loan Origination System.

EDMOND, Okla., Sept. 20, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, creator of NEXT women's executive mortgage summit and Housing Finance Strategies, a Washington, D.C.-based advisory firm, have announced that executives from Roostify, Chase Home Lending and TD Bank, America's Most Convenient Bank, will be featured speakers at #NEXTDC19, the women's executive summit focused on housing policy and fintech.

COLUMBUS, Ohio, Sept. 19, 2019 (SEND2PRESS NEWSWIRE) -- World Class Title, a tech forward real estate title agency licensed in Ohio, Florida, Kentucky, Pennsylvania, Michigan and New Jersey, announces its successful launch of the WCTALWAYS SECURE PLAN(TM) (WCTAPP). WCTAPP is a multi-level approach to prevent real estate wire fraud within title transactions.

SAN DIEGO, Calif., Sept. 18, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted a new MCTlive! mobile application at its MCT Exchange client conference last Friday. The app enables secondary marketing managers to review reporting, manage loan pipelines, and conduct whole loan trading from the convenience of their mobile phone.

SUNRISE, Fla., Sept. 18, 2019 (SEND2PRESS NEWSWIRE) -- Fin-tech company, Get Credit Healthy, Inc., (a subsidiary of Beta Music Group Inc. OTC PINK: BEMG) announces CEO Elizabeth Karwowski, has been selected as a winner of the Women With Vision Award, to be presented live, during the Vision Summit on September 25 in Tampa, Florida.

LOVELAND, Colo., Sept. 18, 2019 (SEND2PRESS NEWSWIRE) -- Gary W. Hansen, President, Retirement Planning Center of the Rockies, LLC, has earned the Retirement Income Certified Professional(R) (RICP(R)) designation from The American College of Financial Services.

HOUSTON, Texas, Sept. 17, 2019 (SEND2PRESS NEWSWIRE) -- Smarter Business Funds, a thought leader in alternative finance & marketing consultancy, is proud to announce the FREE small business marketing program. Headquartered in Houston, Smarter Business Funds was established with the primary goal of helping small businesses acquire business capital, quickly and easily, in support of their long-term success.

CHICAGO, Ill., Sept. 17, 2019 (SEND2PRESS NEWSWIRE) -- Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain's Chicago Business's 2019 Notable Entrepreneurs. Crain's list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve success

SAN FRANCISCO, Calif. and ALPHARETTA, Ga., Sept. 17, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Lionel Bejean has joined the firm's Greyling Division, based in Alpharetta, Georgia, as Senior Vice President.

SAN FRANCISCO, Calif. and ATLANTA, Ga., Sept. 16, 2019 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center dba EPIC Insurance Brokers & Consultants) today announced the addition of insurance investment banking veteran Bill Nay as Chief Acquisition Officer of its parent company EPIC Holdings, Inc. Nay will be based in Atlanta, Ga. and report to EPIC Holdings CEO, John Hahn.

ONTARIO, Calif., Sept. 16, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim Triana has joined the firm as Vice President, Property & Casualty.

POMPANO BEACH, Fla., Sept. 16, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers first quarter (Q1) 2019 and provides loan quality findings for mortgages reviewed by ACES Audit Technology(TM).

SAN FRANCISCO, Calif., Sept. 12, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it is attending the 61st Worldwide Broker Network (WBN) Conference on September 18-21, 2019 in Madrid, Spain.

POMPANO BEACH, Fla., Sept. 11, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has achieved significant growth during the first two quarters of 2019, the result of acquiring new clients, including KWIK Mortgage, The KLR Group and several top 25 mortgage lenders.

CHICAGO, Ill., Sept. 10, 2019 (SEND2PRESS NEWSWIRE) -- Aclaro Inc., the game-changing Artificial Intelligence software company that provides disruptive technologies to the automotive, financial, and government sectors, announces a new Board Member and the release of Aclaro EcoSystem 3.0 (ES 3.0). With these announcements, Aclaro continues rapid advancement toward its overarching mission of helping lenders, dealers and consumers develop and nurture longer mutually beneficial relationships.

SAN FRANCISCO, Calif. and DULUTH, Ga., Sept. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kimberly Cicero has joined the firm as SVP, Labor Practice Leader.

PROVO, Utah, Sept. 9, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that 31 additional recording jurisdictions located in 13 states throughout the Midwest, Southwest and Western U.S. have joined Simplifile's e-recording network.

NEW YORK, N.Y., and SAN FRANCISCO, Calif., Sept. 3, 2019 (SEND2PRESS NEWSWIRE) -- Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Integro USA, Inc. (Integro USA), acquired by EPIC in January 2019, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.

ATLANTA, Ga., Aug. 30, 2019 (SEND2PRESS NEWSWIRE) -- Nationwide tax specialty firm KBKG adds Research & Development Tax Credits Director Jonathan Tucker to their Atlanta team of experts. Jonathan brings over 15 years of experience providing federal business tax advisory services to clients in various industries including technology, manufacturing, transportation, and healthcare.

CHICAGO, Ill., Aug. 29, 2019 (SEND2PRESS NEWSWIRE) -- Associated Colleges of Illinois' (ACI) 26 member colleges and universities contributed an economic value of more than $3.5 billion to the Illinois economy, according to updated, publicly available information compiled by ACI. In addition, the member schools employed more than 34,000 people, enrolled nearly 70,000 students and provided $900 million in financial aid.

CHICAGO, Ill., Aug. 29, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, creator of NEXT women's executive mortgage summit, has announced that it raised over $3,200 in personal donations for Girls Inc. of Chicago at the #NEXTSUMMER19 charity cocktail party raffle, held Aug. 26 from 5 p.m. to 6 p.m. at The Gwen Hotel in Chicago.

CLEVELAND, Ohio, Aug. 29, 2019 (SEND2PRESS NEWSWIRE) -- Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.

COLUMBUS, Ohio, Aug. 27, 2019 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention technology and blockchain applications for land title, announced today its SafeWire application has been fully integrated into RamQuest's Closing Market application - making SafeWire available as a seamless experience to title offices nationwide.

AVON, Conn. and SAN DIEGO, Calif., Aug. 26, 2019 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the addition of a new nationwide Workers' Compensation Insurance Program.

SAN FRANCISCO, Calif. and LOS ANGELES, Calif., Aug. 26, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Cecille Feliciano has joined the firm as Senior Vice President, Employee Benefits.

NEW ORLEANS, La., Aug. 23, 2019 (SEND2PRESS NEWSWIRE) -- In June, Louisiana Appleseed released its report, "A Vicious Cycle: How Predatory Lending and Court Fines & Fees Continue to Trap Communities of Color in Debt," which discusses its findings on financial stability in low-income and communities of color. As a part of a statewide tour to inform communities of these issues, Louisiana Appleseed has spread this information in Lafayette and Shreveport and is now taking these findings to Lake Charles.

RED DEER, Alberta, Aug. 22, 2019 (SEND2PRESS NEWSWIRE) -- Anow, developer of appraisal firm management software that simplifies the way real estate appraisers manage their businesses, will hold its inaugural user conference September 30 on day one of Valuation Expo, the nation's largest appraiser conference. Held at the historic Flamingo Las Vegas Hotel & Casino, Anow's inaugural user conference will offer attendees three hours of programming, demonstrations of ground-breaking appraisal office management technology, expert thought leadership and peer networking opportunities.

NOVI, Mich., Aug. 22, 2019 (SEND2PRESS NEWSWIRE) -- Vice Capital Markets President Troy Baars today urged lenders to explore custom Ginnie Mae pools as part of their overall execution strategy in light of recent increases in Ginnie Mae security volume, along with renewed investor interest in custom pools.

SALT LAKE CITY, Utah, Aug. 22, 2019 (SEND2PRESS NEWSWIRE) -- Making healthcare more affordable for the people it serves is a top priority for Intermountain Healthcare. That's what Intermountain CEO Marc Harrison, MD, said at meetings held this summer with managers from across the Salt Lake City-based health system.

LEHI, Utah, Aug. 22, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan originators and borrowers, today announced the availability of a suite of tools designed to help originators build stronger relationships with their borrowers' real estate agents and convert more prospects into mutual customers.

PROVO, Utah, Aug. 22, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that the Town of Westerly has joined Simplifile's e-recording network following the July 1 passage of a law authorizing e-recording statewide in Rhode Island.

MIAMI, Fla. and SAN FRANCISCO, Calif., Aug. 22, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the additions of Alex Soria, Tony Rodriguez, Randy Baker and Ken Knopp, a well-known and highly regarded team of Healthcare Reinsurance specialists, who spent nearly 20 years together as RBS Re and more recently as Cardinal Point, LLC (a South Miami based firm).

SAN DIEGO, Calif., Aug. 21, 2019 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, today announced the addition of Kate deKay and Allison Johnston to their prestigious board of directors. Johnston and deKay were voted in Sunday, August 18, 2019, during the Lender Co-op board meeting, which took place in Nashville, Tennessee during TMC's summer conference.

SAN FRANCISCO, Calif. and ARLINGTON HEIGHTS, Ill., Aug. 21, 2019 (SEND2PRESS NEWSWIRE) -- Lemme, a division of EPIC Insurance Brokers & Consultants, announce today the addition of Owen Bailitz as a Principal within the firm's Professional Services Firms Practice. He will be based in Lemme's Arlington Heights, Illinois offices.

NEW YORK, N.Y., Aug. 20, 2019 (SEND2PRESS NEWSWIRE) -- JenCap Holdings (JenCap), a specialty insurance business, announced today that it has agreed to acquire privately-held Aran Insurance Services Group (Aran), a specialty program administrator with offices in Arizona, Colorado, Massachusetts and New York. Founded in 2009, Aran has been led by Tim Kenny and John LaCava who have built one of the leading program administration insurance platforms in the country.

MACON, Ga., Aug. 15, 2019 (SEND2PRESS NEWSWIRE) -- Inc. magazine yesterday revealed that LBA Ware(TM), provider of the leading automated compensation and sales performance management platform for mortgage lenders, is ranked 3,466 on the magazine's annual Inc. 5000 list. The Inc. 5000 list is the most prestigious ranking of the nation's fastest-growing private companies.

DALLAS, Texas and SAN FRANCISCO, Calif., Aug. 15, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members in Dallas as one of the 2019 Best Places to Work in North Texas in a survey conducted annually by the Dallas Business Journal.

SUNRISE, Fla., Aug. 15, 2019 (SEND2PRESS NEWSWIRE) -- Fintech company, Get Credit Healthy (a subsidiary of Beta Music Group Inc. OTC PINK: BEMG) has been added to the Preferred Partner network of The Mortgage Collaborative ("TMC"). Get Credit Healthy will offer TMC members access to resources designed to reduce loan fallout and leverage data.

NEW ORLEANS, La., Aug. 15, 2019 (SEND2PRESS NEWSWIRE) -- Louisiana Appleseed recently released its report, "A Vicious Cycle: How Predatory Lending and Court Fines & Fees Continue to Trap Communities of Color in Debt," which discusses its findings on financial stability in low-income and communities of color. As a part of a statewide tour to inform communities of these issues, Louisiana Appleseed is now taking these findings to Shreveport.

TORRANCE, Calif., Aug. 15, 2019 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that INTEGRA Software Systems (INTEGRA) will offer the company's document preparation solution to their client base via an integration with INTEGRA's new LOS, EPIC.

TAIPEI CITY, Taiwan, Aug. 15, 2019 (SEND2PRESS NEWSWIRE) -- After the poorest quarterly performance in almost three decades during the period from April to June this year, Gentry Wilson Partners analysts say China is clearly facing serious economic challenges. The world's second largest economy was once the most rapidly expanding, benefitting from inexpensive labor and sizeable government spending on infrastructure.

DENVER, Colo., Aug. 14, 2019 (SEND2PRESS NEWSWIRE) -- Take Three Technologies (Take3), a Denver-based FinTech startup focused on empowering mortgage lenders and loan originators with best-in-class technology solutions today announced its hiring of Ruth Lee as the organization's Executive Vice President.

LEHI, Utah, Aug. 14, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has been ranked in the top 500 on the Inc. 5000 list of America's fastest-growing private companies for the second year running.

PASADENA, Calif., Aug. 12, 2019 (SEND2PRESS NEWSWIRE) -- Inside Public Accounting (IPA) named KROST CPAs & Consultants and its affiliated tax consulting practice Best of the Best and Top 200 Firms for the fourth year in a row. The firm placed 109th on the prestigious top 200 list, a substantial leap from 157th in 2016 when it first made the rankings.

SAN DIEGO, Calif., Aug. 12, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Joel Ewan as Senior Vice President, Credit Administration. In this newly created role, he will be responsible for managing, implementing, and evaluating credit policy initiatives as well as analyzing and structuring commercial credit for clients across multiple industry sectors.

HOUSTON, Texas, Aug. 9, 2019 (SEND2PRESS NEWSWIRE) -- Crown Financial, a Houston-based business funding provider, has increased client insight into AP factoring with the addition of their powerful tool, the invoice factoring calculator. Companies seeking working capital can easily calculate costs associated with factoring, making the process more transparent and the decision to factor their accounts receivable much easier.

SALT LAKE CITY, Utah, Aug. 8, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has agreed to serve as a Gold Sponsor for the American Credit Union Mortgage Association (ACUMA) 2019 Annual Conference, to be held September 22-25, 2019 at the Gaylord National Resort and Convention Center in National Harbor, Maryland.

MACON, Ga., Aug. 8, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, closed the second quarter of 2019 having completed $3,622,659,995 in lifetime calculations of origination commissions, management overrides and operational bonuses through its CompenSafe(TM) sales incentive platform.

SAN FRANCISCO and PLEASANTON, Calif., Aug. 8, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the acquisition of Trumark Insurance & Financial Services, a Pleasanton, CA-based Brokerage/General Agency specializing in the institutional financial advisory market.

RALEIGH, N.C., Aug. 7, 2019 (SEND2PRESS NEWSWIRE) -- EHOP Health, a chronic disease reversal company headquartered in the Triangle region, is proud to announce the hire of Baker Freiberg as Vice President of Sales. A veteran of the insurance industry, Freiberg brings extensive experience working with large employers that are looking for help reducing their healthcare costs.

LEHI, Utah, Aug. 6, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today released data indicating that, given the choice, a majority of borrowers now prefer a mobile-driven mortgage loan application process. Mobile applications accounted for more than 50% of the 37,157 mortgage applications submitted through the SimpleNexus platform in the month of May.

LOS ANGELES, Calif., Aug. 6, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR) announced today that seasoned mortgage and real estate professional Stephen Sherman has joined the firm as Chief Operating Officer. Sherman brings more than 30 years of experience in mortgage servicing, secondary marketing, warehouse lending, commercial real estate sales, corporate consulting and REO management services to his new role at MQMR, where he will be responsible for overseeing MQMR's day-to-day operations and managing the firm's long-term growth strategy.

MEMPHIS, Tenn., Aug. 6, 2019 (SEND2PRESS NEWSWIRE) -- Innova Memphis, a Memphis-based early stage venture capital firm, is pleased to announce the acquisition of its portfolio company Arkis Biosciences. Knoxville-based Arkis, a neuro-surgical medical device company, has been acquired by Integra LifeSciences Holding Corporation, a leading medical technology company.

SAN DIEGO, Calif., Aug. 5, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has named Justin Roscoe as Assistant Vice President, Training Officer. In this newly created role, he will lead all learning and development, and career pathing programs for the Bank. In addition, he will be responsible for developing a structured recruiting process and company-wide internship program.

NEWPORT BEACH, Calif., Aug. 2, 2019 (SEND2PRESS NEWSWIRE) -- NotaryCam Founder and CEO Rick Triola today praised the Texas legislature for passing SB 2128, which will go into effect on September 1. The bill provides recording jurisdictions with additional clarity when conducting paper recordings of electronically executed documents.

LOS ANGELES, Calif., Aug. 1, 2019 (SEND2PRESS NEWSWIRE) -- A&J Capital, Inc. (A&J), a financial services & advisory firm specializing in EB-5, private equity, and investment management, today announced its latest milestone of repaying $27 million of capital to EB-5 investors for one of its managed new commercial enterprises (NCE). A&J serves as a manager of the NCE and oversees its day-to-day activities, including the administration of the EB-5 loan.

WEST PALM BEACH, Fla., July 31, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Allen Pollack, a seasoned industry veteran that has been instrumental in the digital shift and transformation of the industry, has joined the company in the newly created position of vice president of product innovation.