Tag: Management and Career Moves

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.

SAN DIEGO, Calif., July 18, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Catherine Puckett has joined the company as Vice President, Business Development Manager. She will be responsible for expanding Bank of Southern California's business banking client base by actively seeking new business opportunities in the San Diego region.

SAN DIEGO, Calif., July 17, 2018 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced its expansion in San Diego, Calif. with the opening of new offices at 401 B Street in downtown San Diego and the hiring of top local insurance professional Robert Etzler, under the leadership of Paragon regional president, Andrew Petersen.

BIRMINGHAM, Ala., July 17, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that Josh Close has joined the firm's Birmingham-based national energy construction practice as a client services coordinator, reporting to EPIC Principal Brian Tanner.

SUGAR LAND, Texas, July 16, 2018 (SEND2PRESS NEWSWIRE) -- David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, today announced its addition of Executive Vice President Ruth Lee.

SACRAMENTO, Calif., July 12, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that new business sales and relationship management professional Julia Moore has joined the firm's operations in Sacramento as Vice President, New Business Development.

MACON, Ga., July 11, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has hired Jessica Henke as a solutions consultant to support the company's implementation consulting and client success efforts. Henke will leverage her two decades of accounting and business process improvement expertise in mortgage lending to bring LBA Ware clients streamlined business workflow solutions and enhanced operational insights.

SAN FRANCISCO, Calif., July 9, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Sarmad Naqvi has joined the firm's Private Client Insurance operations in Northern California, specializing in providing comprehensive, cost effective risk management and insurance protection to high net worth individuals and their families.

LOS ANGELES, Calif., July 3, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Eric Kitei has joined the firm's operations in Southern California as a Principal, focusing on the unique needs of auto dealers and others in the automotive industry.

SAN JOSE, Calif., July 2, 2018 (SEND2PRESS NEWSWIRE) -- Hoge Fenton is pleased to announce that, effective July 1, 2018, attorney Lloyd A. Schmidt was elevated to the status of shareholder. Hoge Fenton is a multi-service law firm headquartered in Silicon Valley, with highly focused practitioners.

PITTSBURGH, Pa. and SAN FRANCISCO, Calif., July 2, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced the addition of benefits consulting professional John Check as a Senior Consultant in the firm's Employee Benefits Consulting Division.

AVON, Conn. and NAPA, Calif., June 21, 2018 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced that Tonya Fuller has joined the firm as Vice President, Winery and Brewery. Additionally, Ashley Forslund has become a member of the Paragon team in the role of Senior Underwriter, Winery and Brewery, working in close collaboration with Fuller.

POMPANO BEACH, Fla., June 20, 2018 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise transaction and loan risk mitigation software solutions, has announced that former director of client services Sharon Reichhardt has been promoted to vice president of client success.

LOS ANGELES, Calif., June 18, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Brian Chu has joined the firm's operations in Southern California as a Vice President.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., June 13, 2018 (SEND2PRESS NEWSWIRE) -- Wholesale Trading Insurance Services, LLC (WTIS) announced today that Ryan Sims has joined the firm as Vice President/Casualty Broker in San Francisco, while Alex Megenis has joined as Vice President/Property-Casualty Broker in New York.

IRVINE, Calif., June 13, 2018 (SEND2PRESS NEWSWIRE) -- United Fidelity Funding West (UFFWest), a rapidly growing national mortgage banker, announced that it added Victoria Dunn to its wholesale lending team of account executives. "We are pleased to have been able to recruit someone with Victoria's proven background of successful execution and solution-oriented sales skill sets," stated John Bell, principal at UFFWest.

SAN FRANCISCO, Calif., June 12, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance brokerage veteran Michael McNulty has rejoined the firm as Managing Principal and Wine & Beverage Practice Leader. McNulty will be based in San Francisco and report to Curt Perata, EPIC's Pacific North Region President.

WEST PALM BEACH, Fla., June 12, 2018 (SEND2PRESS NEWSWIRE) -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it has added senior software LOS and mortgage software development expert Joseph Wade to its growing development team. Joseph was previously at Finastra (formerly D+H) and will play an integral role in software innovation and enhancements at OpenClose.

POMPANO BEACH, Fla., June 7, 2018 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, has announced that it has hired Nick Volpe as chief strategy officer.

SAN JOSE, Calif., June 5, 2018 (SEND2PRESS NEWSWIRE) -- Please join us in welcoming Carl Gibson III to WMH Corporation. Carl will be serving as one of the key transportation leaders in expanding WMH throughout California. His responsibilities will include managing the new Sacramento office, broadening our client base, and mentoring junior staff in their professional development.

SAN FRANCISCO, Calif. and STAMFORD, Conn., June 4, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Holdings, Inc. (parent company of EPIC Insurance Brokers & Consultants) today announced the addition of industry leading human capital professional Janine Walter, SPHR, SHRM-SCP who will join as the firm's Chief Talent Officer and become a member of the EPIC Executive Committee. For the past 11 years Walter has held senior executive positions at major insurance intermediaries.

LOS ANGELES, Calif., May 31, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professionals Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes have joined the firm's operations in Southern California.

SAN DIEGO, Calif., May 22, 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 Gaylin Anderson has joined the company as Executive Vice President, Market Executive in Southern California. He will be responsible for leading Bank of Southern California's regional presence by actively seeking new business opportunities while expanding upon current relationships.

SALT LAKE CITY, Utah, May 17, 2018 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that it has hired Jeremy Burcham as Executive Vice President of Sales. Burcham will leverage his 10+ years of experience in mortgage quality control (QC), compliance, credit policy, due diligence and technology to refine TRK's sales and marketing strategy for its suite of solutions, including its flagship mortgage QC audit platform Insight Risk & Defect Management (RDM).

NAPLES, Fla., May 15, 2018 (SEND2PRESS NEWSWIRE) -- Third Eye Management & Associates, Inc. is pleased to announce that Phillip Swearingen has joined the Third Eye Team. Swearingen is an ambidextrous operational systems counselor. He is one of the rare few that can design and develop technical and organizational solutions by applying right brain and left-brain methods simultaneously.

SAN FRANCISCO, Calif. and NEW YORK, May 15, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that financial and professional risk management and insurance veteran Diane Montelione has joined the firm's Financial Risk Practice as a senior vice president. She will be based in New York and report to managing principal and Financial Risk Practice Leader, Michael Klaschka.

BOULDER, Colo., May 14, 2018 (SEND2PRESS NEWSWIRE) -- TeamSnap, the household name in integrated sports management, announced today that Todd Stockard has been appointed the company's new Chief Financial Officer. Stockard will oversee TeamSnap's financial strategy as the company continues its rapid expansion with the introduction of new products, platforms and partnerships.

IRVINE, Calif., May 8, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Sean Conrad has joined the firm's operations in Southern California as a principal. e will partner collaboratively with Jim Gillette, president of the company's Pacific South Region, and Irvine Managing Principal and Branch Leader Tony D'Asaro.

MACON, Ga., May 3, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced it has hired Diana Sheffer as a solutions consultant to support the company's sales and product implementation efforts. In this role, Sheffer will apply her 18 years' experience in mortgage lending and technology consulting to connect LBA Ware's clients with best-fit systems integration and process automation solutions to enhance performance-driven organizational growth.

BOLINGBROOK, Ill., April 26, 2018 (SEND2PRESS NEWSWIRE) -- The Seidel Diesel Group is pleased to announce that Jaime Rogan has been named Marketing Manager for the company. Her responsibilities in this new role include directing marketing strategies and programs and developing branding for all SDG affiliates.

DALLAS, Texas and SAN FRANCISCO, Calif., April 26, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a leading national retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran KJ Wagner as Principal and Director of Property & Casualty Insurance Operations for the firm's Southwest Region.

BOLINGBROOK, Ill., April 20, 2018 (SEND2PRESS NEWSWIRE) -- The Seidel Diesel Group is pleased to announce that Sharon Young has been named Turbocharger Manager for the company. Her responsibilities in this new role will be managing all of SDG's turbocharger business, including the sales team for this product line.