Tag: Management and Career Moves

SAN DIEGO, Calif., Feb. 6, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the appointment of Scott Yates as Group Managing Director of Branch Sales and Deposit Origination.

NASHVILLE, Tenn., Feb. 4, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ('EPIC'), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran Scott Davis as President of EPIC's National Specialty Practice Group. Davis joins EPIC effective February 5, 2019 and will be based in the firm's Nashville office.

LOS ANGELES, Calif., Feb. 4, 2019 (SEND2PRESS NEWSWIRE) -- Utelogy Corporation, the leading software company in Enterprise Management & Control, announced today that it has appointed industry veteran Kevin Morrison as Chief Executive Officer to lead the company through its next phase of innovation and growth.

SAN DIEGO, Calif., Jan. 30, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of John Chung as Group Managing Director of Business Banking. He will be responsible for leading the team's impact of meeting the banking needs of small to medium sized businesses throughout Southern California.

NEW YORK, N.Y., Jan. 22, 2019 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC (JCH), a specialty insurance business, announced that Mark P. Maher has been promoted to Chief Operating Officer and that David Nielsen had recently joined the firm as Corporate Chief Financial Officer.

AUSTIN, Texas, Jan. 22, 2019 (SEND2PRESS NEWSWIRE) -- Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS), today announced that it has brought on Michael Barrett as mortgage executive consultant. In this role, Barrett will apply his more than 17-years of mortgage business and product development expertise to helping TMS clients improve process efficiencies, execute digital mortgage transformation strategies and expand profit margins.

BOSTON, Mass. /Massachusetts Newswire/ -- VLP Law Group LLP is pleased to announce that Jim O'Hare has joined the firm's Corporate Practice Group as a partner based in the Boston area. Mr. O'Hare brings over 30 years of experience as a trusted adviser to companies, investors, management teams and boards of directors.

ATLANTA, Ga., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the advancement of retirement plan consultants Kim Shumate, David Runsick and Harry Souder to the role of director. Shumate, Runsick and Souder were promoted in recognition of their sustained contributions to SBA, including their proven success leading complex projects to high-value outcomes and fostering strong client relationships.

HOUSTON, Texas and SAN FRANCISCO, Calif., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Brandon Rich has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

SAN DIEGO, Calif., Jan. 14, 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 Bill Lamison as Vice President, Underwriter. He will join the company's established business banking team and will be responsible for structuring, analyzing and underwriting commercial credit for new clients as well as managing an existing portfolio of customers.

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Judith Paredes has joined the firm's Property & Casualty practice as an Account Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

WILLISTON, Fla., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- Guardian Angels Medical Service Dogs, Inc. based in Williston, Florida is proud to welcome Mr. Mike Hudson, Senior Vice President of PNC Bank's Enterprise Transformation Efforts to our Advisory Council.

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Krista Aburrow has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

IRVINE, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) - Cloudvirga(TM), a leading provider of digital mortgage software, today announced the appointments of Dan Sogorka as chief revenue officer and Kelly Kucera as senior vice president of marketing. Sogorka, a seasoned mortgage technology executive, will drive Cloudvirga's continued revenue growth and oversee the firm's sales and marketing strategy with the help of veteran cloud technology marketer Kucera.

SAN FRANCISCO, Calif., Jan. 8, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Blake Kirk has joined the firm's operations in Northern California as a Senior Vice President and Principal.

SAN FRANCISCO and IRVINE, Calif., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Randy Pizer has joined the firm's operations in California as Vice President/Account Executive.

IRVINE, Calif., Jan. 3, 2019 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Ashley Lundquist as vice president of talent. Lundquist will oversee the firm's initiatives to attract, develop and retain top technology talent as Cloudvirga rapidly expands its team.

SAN DIEGO, Calif., Jan. 3, 2019 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, today announced it added 44 new lender member companies in 2018, its strongest year ever for new member growth. To help support the significant growth of their network, TMC has also added Sarah Oldani and Jennifer Haning to their staff.

ZUG, Switzerland, Jan. 3, 2019 (SEND2PRESS NEWSWIRE) -- heymate, the portable deal-closing tool, which allows workers in the gig economy to create, negotiate and settle offer-for-work contracts in under 20 seconds on any non-transactional marketplace, proudly announced the appointment of a new board member and two strategic advisors.

SAN DIEGO, Calif., Jan. 2, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Lori Boucher Vice President, Branch Manager. She will be responsible for sales and service of both consumer and business relationships at Bank of Southern California's La Quinta branch in Coachella Valley.

SAN DIEGO, Calif., Dec. 19, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Joshua Mello as Managing Director. He will be responsible for developing and managing a portfolio of commercial clients in the greater San Diego region.

TROY, Ohio, Dec. 19, 2018 (SEND2PRESS NEWSWIRE) -- Dungan & LeFevre is pleased to announce that Michael Rieman has joined the firm's Troy office as a Director/Partner and member of the Board of Directors. A seasoned civil litigator, Mr. Rieman has significant experience across a wide array of legal fields. Throughout his career, Rieman has handled cases involving business law, real estate, criminal defense, personal injury, wrongful death, medical malpractice defense, and legal malpractice defense.

SPRINGFIELD, Mo., Dec. 17, 2018 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC (JCH), a specialty insurance business, announced today that Brian Barrilleaux has joined its M.J. Kelly (MJK) division as President. MJK is a managing general agency and wholesale insurance brokerage based in Springfield, Missouri with offices in nine states throughout the Midwest and Southeast.

DELRAY BEACH, Fla., Dec. 12, 2018 (SEND2PRESS NEWSWIRE) -- Dr. Alfredo Arauz, a highly proficient general and cosmetic dentist, has joined the Spodak Dental Group in Delray Beach, Fla. He brings more 10 years of dental experience to the established practice. Dr. Arauz is also an advanced Invisalign certified provider, with knowledge in simple and complex cases.

BOULDER, Colo., Dec. 12, 2018 (SEND2PRESS NEWSWIRE) -- TeamSnap confirmed today the company will be expanding its popular payments solutions platform to better serve the growing demand from sports and recreation clubs, leagues and teams. Effective immediately, TeamSnap Payments will be a core pillar on the leading sports management platform.

IRVINE, Calif., Dec. 11, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, announced it has appointed Tim Von Kaenel to the role of chief product officer. In this role, Von Kaenel will oversee product strategy, design and go-to-market planning for Cloudvirga's growing suite of digital mortgage point-of-sale products. Von Kaenel will report to Cloudvirga CEO Michael Schreck.

SAN DIEGO, Calif., Dec. 10, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Pamela Marble as Managing Director in Orange County. In this role, she will be responsible for business development and client relationship management.

SAN DIEGO, Calif., Nov. 28, 2018 (SEND2PRESS NEWSWIRE) -- Consumer Advocates for RCFE Reform (CARR) is pleased to welcome Ms. Susan Valoff as its newest member of the Board of Directors. Ms. Valoff was installed in this role at the organization's last board meeting on 14 November 2018.

DELRAY BEACH, Fla., Nov. 28, 2018 (SEND2PRESS NEWSWIRE) -- Dr. Michael Paisner, an accomplished and talented general dentist, has joined the Spodak Dental Group in Delray Beach, Fla. A 2017 graduate of the University of Southern California Ostrow School of Dentistry, Dr. Paisner is well educated and experienced in the most current dental procedures and techniques.

IRVINE, Calif., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced that mortgage industry veteran James Vinci has been selected to fill the firm's newly created executive vice president of technology position. In this role, Vinci will execute Cloudvirga's technical vision, oversee initiatives to strengthen developer talent and collaborate across departments to scale technical initiatives to the company's explosive growth.

MACON, Ga., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, the leading provider of automated incentive compensation and sales performance management software for mortgage lenders, today announced the appointment of Mari Denton as director of client success. An experienced finance professional, Denton has spent the last decade of her career in senior roles at some of the nation's largest banks and independent mortgage lenders.

NEW YORK, N.Y., Nov. 26, 2018 (SEND2PRESS NEWSWIRE) -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Michael Power has joined the firm's operations in New York as a Principal.

SAN DIEGO, Calif., Nov. 26, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Juliana Rowland as Managing Director in Orange County. She will be responsible for cultivating new client relationships for the Bank with a focus on Orange County's business community.

NEW YORK, N.Y., Nov. 19, 2018 (SEND2PRESS NEWSWIRE) -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Tandis Nili has joined the firm's operations in New York as Senior Vice President and leader of the Global Services Division. Nili is based in Frenkel's New York, NY office at 350 Hudson Street and reports to John F. Kelly, President and CEO of Frenkel & Company.

SAN DIEGO, Calif., Nov. 16, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Rhiannon Bolen has joined the company's sales team as one of its Regional Sales Managers and will be responsible for overseeing the Southern territory.

IRVINE, Calif., Nov. 14, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Jesse Decker to the role of chief customer success officer. Decker will lead the company's customer success division and work collaboratively with its product development and marketing teams to help leading mortgage lenders leverage the full potential of Cloudvirga's revolutionary point-of-sale (POS) products.

SALT LAKE CITY, Utah, Nov. 9, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has promoted two employees to provide additional support in mission-critical areas of the organization. Former Manager of Implementation Clint Salisbury has moved to the Sales and Marketing team, and Travis Carroll, who previously worked on IDS's Integrations team, has moved into Salisbury's role as head of the Implementation department.

SAN FRANCISCO, Calif. and HOUSTON, Texas, Nov, 6, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that veteran communications professional Bob Simpson has joined the firm as Director, Communications and Engagement (C&E) to lead EPIC's C&E practice nationally.

CHALFONT, Pa., Oct. 29, 2018 (SEND2PRESS NEWSWIRE) -- A Pennsylvania-based mortgage company, New Britain Mortgage, LLC, a subsidiary of Merck Sharp & Dohme Federal Credit Union (MSDFCU), is excited to announce that Brian Giardino has joined the firm as CEO.

NEWPORT BEACH, Calif., Oct. 22, 2018 (SEND2PRESS NEWSWIRE) -- NotaryCam, leader in online notarization and the original provider of mortgage eClosing solutions, today announced that the company has hired digital mortgage specialist Kelly Purcell as Executive Vice President of Marketing and Business Development.

ATLANTA, Ga., Oct. 22, 2018 (SEND2PRESS NEWSWIRE) -- McWhirter Realty Partners, a comprehensive real estate services firm offering brokerage, asset management, property management, development and advisory services, today announced it has hired Susan C. Dorr as Chief Operating Officer.

SAN FRANCISCO and SACRAMENTO, Calif., Oct. 16, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that insurance industry veteran Kevin Harnetiaux has joined the firm as Senior Vice president and Chief Operating Officer of EPIC's Sacramento Region, including Sacramento, Calif., Gold River, Calif., and Reno, Nev.

DALLAS, Texas, Oct. 12, 2018 (SEND2PRESS NEWSWIRE) -- Ainsworth Advisors, LLC, a group of veteran mortgage industry leaders offering strategic and tactical advice, helping improve efficiencies and developing strong leadership teams for world-class mortgage lending businesses, today announced it has deepened its bench strength with unparalleled expertise in key operations and planning areas.

ADDISON, Texas, Oct. 10, 2018 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm has retained Pam Misner as Underwriting Manager. With nearly 30 years of mortgage expertise, Misner will direct Mid America's mortgage loan underwriting and collaborating on the expansion of origination and production teams for Mid America's West Coast branches.

NEWBURY, Ohio, Oct. 2, 2018 (SEND2PRESS NEWSWIRE) -- The Camp Ho Mita Koda Foundation is pleased to announce that Ian Roberts has been named as Executive Director of the organization. Roberts is returning home to Ohio from Colorado, where he served most recently as Director of Overnight Camps for Avid4 Adventure in Boulder, Colorado.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Sept. 27, 2018 (SEND2PRESS NEWSWIRE) -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Joseph Ferber has joined the firm's operations in New York as a Principal.

WEST PALM BEACH, Fla., Sept. 27, 2018 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it hired Mark Michel, an industry veteran in enterprise-level mortgage technology systems.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Sept. 27, 2018 (SEND2PRESS NEWSWIRE) -- Frenkel Benefits - an EPIC Company announced today that employee benefits, risk management and insurance professional Nicholas Tunno has joined the firm in New York as a Principal.

GREENVILLE, S.C., Sept. 26, 2018 (SEND2PRESS NEWSWIRE) -- It's an oft-proven fact of business and industry that expansion, in and of itself, does not always and automatically lead to bigger and better things. For example, about eight years ago, Hartness, An ITW Company, recognized that it had outgrown its main facility.

PALO ALTO, Calif. and SEATTLE, Wash., Sept. 25, 2018 (SEND2PRESS NEWSWIRE) -- VLP Law Group LLP is pleased to announce that patent attorney Jim White has joined the firm's Intellectual Property Practice Group as a partner based in Seattle, Washington. Prior to becoming a software patent attorney, Mr. White worked as a software engineer in Silicon Valley for over six years.

HOUSTON, Texas, Sept. 20, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Matt Lumelleau has joined the firm's Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

SAN DIEGO, Calif., Sept. 18, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce that Helen Johnson has joined the company as Senior Vice President, Loan Administration Manager.

POMPANO BEACH, Fla., Sept. 14, 2018 (SEND2PRESS NEWSWIRE) -- Current Builders, based in Pompano Beach, recently hired Chip Angenendt as the Principal in Charge of key senior living projects including Allegro Senior Living in Parkland and Sunrise Senior Living in Boynton Beach. Angenendt has also been selected to coordinate the firm's expansion to the west coast of Florida, which will commence in late 2018.

POMPANO BEACH, Fla., Sept. 13, 2018 (SEND2PRESS NEWSWIRE) -- Current Builders, based in Pompano Beach, recently announced the hiring of Teresa Angenendt as Pre-Construction Manager for the general contracting firm. With over 27 years' experience in the commercial architecture and construction industry, Teresa brings a diverse skill set to the firm.

SAN DIEGO, Calif., Sept. 10, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Ann Torrico as Managing Director in Los Angeles. She will be responsible for expanding Bank of Southern California's market presence by actively seeking new business opportunities in the Greater Los Angeles region with a focus in West Los Angeles and South Bay.

ATLANTA, Ga., Sept. 7, 2018 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the appointment of Lesley Posey to the position of benefits consultant. In this role, Posey will provide pension and retiree medical plan sponsors with a full array of actuarial and strategic advisory services, including administration services for defined benefit plans.

ATLANTA, Ga., Sept. 6, 2018 (SEND2PRESS NEWSWIRE) -- Paladin Advisory Services, LLC, is pleased to announce that mortgage loan quality subject matter expert John Gray, CFE, CAMS, has joined its team. Gray will drive Paladin's forensic loan file review programs and enhance its offerings in strategic guidance and training for mortgage lenders.

SAN DIEGO, Calif., Sept. 4, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Soly Cangarlu Vice President, Branch Manager. She will be responsible for developing client relationships and expanding the bank's presence in West Los Angeles.

SAN DIEGO, Calif., Aug. 30, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce that Laura H. Araluce has joined the company as Vice President, Branch Manager. She will be responsible for growing Bank of Southern California's presence in Orange County.

AUSTIN, Texas, Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Craig Morelos has joined the firm's Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

SAN DIEGO, Calif., Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, Calif., announced the addition of three tenured Branch Managers to support the company's recent expansion into Los Angeles County.

WASHINGTON, D.C. and SAN FRANCISCO, Calif., Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- The American Council of Engineering Companies Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today leadership changes within the Trust as well as new Trustee appointments. Current Trustees Robin S. Greenleaf, P.E., LEED AP, Robert A. Overfield, P.E., and Michael D. Klingner, P.E. have assumed new leadership roles for the ACEC BIT.

AUSTIN, Texas, Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Sam Siddons has joined the firm's Property & Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

BIRMINGHAM, Ala., Aug. 13, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that attorney Jeremiah Glassford has joined the firm's Birmingham-based National Energy Construction practice as a Senior Client Executive, reporting to EPIC Managing Principal Crawford McInnis. (UPDATED)

GLASTONBURY, Conn. and IRVINE, Calif., Aug. 3, 2018 (SEND2PRESS NEWSWIRE) -- PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States - announced today the addition of warranty and service agreement specialist Dan Cantafi as the firm's Senior Vice President of Sales and Marketing. He will be based in Glastonbury, Conn. and report to PowerGuard's Co-Founder, Mike McMullen and COO Scott Gunnison.