Tag: Management and Career Moves

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.

IRVINE, Calif., April 19, 2018 (SEND2PRESS NEWSWIRE) -- Lion's Heart announced today that its Board of Directors has named Becca Tankersley as the organization's next Executive Director effective June 11, 2018. She will work in partnership with the Lion's Heart Board of Directors, staff, volunteers, and community partners to lead the organization forward in creating innovative paths for teens to connect with local volunteer opportunities.

STIRLING, N.J., April 18, 2018 (SEND2PRESS NEWSWIRE) -- Stirling Communications announces the recent hiring of Alan Sylvia as Conen US Business Development Manager. Stirling Communications is a specialty importer and boutique distributor of carefully chosen Best-in-Class Audio Visual products, including Conen Mounts, that solely utilize distributors to get their products to the resellers.

SHERMAN OAKS, Calif., April 18, 2018 (SEND2PRESS NEWSWIRE) -- Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, today announced it has tapped Shahrzad "Shaz" Kojouri as vice president of legal and compliance.

LOS ANGELES, Calif., April 12, 2018 (SEND2PRESS NEWSWIRE) -- KINONA, a collection of flattering, modern women's golf apparel designed to bring feminine sensibility to women's golf, announced today that Nathan Boroff, former TravisMathew Apparel CFO, has joined its Board of Advisors.

SAN DIEGO, Calif., April 11, 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 the hiring of two seasoned banking and lending professionals to further support the Bank's expansion in Southern California.

SAN FRANCISCO, Calif. and ATLANTA, Ga., April 11, 2018 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center dba EPIC Insurance Brokers and Consultants) today announced the addition of insurance industry veteran Steve Denton as President of its parent company EPIC Holdings, Inc. reporting to EPIC Holdings CEO John Hahn. Denton will join EPIC as of May 1, 2018.

HOLLYWOOD, Calif., April 6, 2018 (SEND2PRESS NEWSWIRE) -- Exiting his role as Prime Focus Technologies President after completing his earn out and roll-out of the company's award-winning DAX Platform, Patrick Macdonald-King has agreed to join the Advisory Board of film and tech finance firm Hyperion Media Group to help create a fund focused on content, and the intersection of content and technology.

WEST PALM BEACH, Fla., March 22, 2018 (SEND2PRESS NEWSWIRE) -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that long-time industry veteran Tom Rice has joined its growing sales team. Mr. Rice has experience with multiple LOS platforms as well as other enterprise-class mortgage technology solutions. He will be responsible for covering the West Coast territory.

SAN DIEGO, Calif., March 19, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. ( OTC Pink: BCAL / OTCMKTS:BCAL ), a community business bank headquartered in San Diego, Calif., announces the addition of two tenured Business Development Officers to support the company's continued expansion into the Southern California region.

NAPLES, Fla., March 8, 2018 (SEND2PRESS NEWSWIRE) -- Third Eye Management and Associates, Inc. is pleased to announce that Loren Weisman has joined the Third Eye Team. A branding strategist and keynote speaker, Weisman brings a wealth of information regarding brand development, brand strategy, brand evaluation and brand activation.

SAN DIEGO, Calif., March 6, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. ( OTC Pink: BCAL / OTCMKTS:BCAL ), a community business bank headquartered in San Diego, Calif., has named Amanda Conover as Vice President, Director of Marketing. She will be responsible for developing and executing a strategic marketing plan that strengthens brand awareness and drives growth, further supporting the Bank's efforts to increase its presence as it continues its expansion in the Southern California region.

SAN JOSE, Calif., March 1, 2018 (SEND2PRESS NEWSWIRE) -- Hoge Fenton is pleased to announce that Eugene "Geno" Ashley has joined the firm's Business Litigation group. A senior litigator and trial attorney, Geno, a former Hopkins & Carley shareholder, brings a wealth of litigation and trial experience to Hoge Fenton.

HOUSTON, Texas and SAN FRANCISCO, Calif., Feb. 26, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a leading retail property and casualty insurance brokerage and employee benefits consultant, announced today the addition of Enterprise Risk Management veteran Maurice (Moe) Edwards, retail Loss Prevention expert Walter Palmer, and their team of Risk Assurance and Asset Protection professionals.

CINCINNATI, Ohio, Feb. 19, 2018 (SEND2PRESS NEWSWIRE) -- Union Institute & University's Board of Trustees today announced the appointment of Dr. Karen Schuster Webb as the university's sixth president, effective July 1, 2018. Dr. Webb succeeds Dr. Roger H. Sublett, who is retiring after serving Union as president since April 2003. A Board-appointed transition committee will assist Dr. Sublett and President Elect Webb in the coming months.

WEST PALM BEACH, Fla., Feb. 16, 2018 (SEND2PRESS NEWSWIRE) -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it has added staff to its integration and customer support departments. The new hires will help enhance OpenClose's existing software products, facilitate digital mortgage processes, produce fintech-level innovation and provide excellence in customer support. The company also recently added three senior software engineers to its development team.

LOS ANGELES, Calif., Feb. 12, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR), a leader in mortgage risk management and compliance services, announced it has hired Mitchell Nomura as internal audit manager. In this role, Nomura will apply his more than 30 years of experience overseeing compliance and risk management departments at bank and non-bank lenders to leading MQMR's team of expert internal auditors as they identify compliance and operational risks for mortgage lender clients.

ST. LOUIS, Mo., Feb. 1, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Lorrie Osterhage has joined the firm's Architects and Engineers Practice (Greyling - a Division of EPIC) in St. Louis, Mo. as a Vice President.

SAN DIEGO, Calif., Jan. 24, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), announced that Steve Pollett has joined the company as SVP, SBA and Commercial Real Estate Lending Group Manager. With more than 30 years' experience in SBA and Commercial Real Estate lending, Pollett will be responsible for leading a team to provide financing to small and medium-sized businesses throughout the Southern California region. Prior to joining Bank of Southern California, Pollett was Senior Vice President and Group Manager of Commercial Lending with Plaza Bank.

AVON, Conn., Jan. 23, 2018 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings, LLC ("Paragon"), a national multi-line specialty MGA, today announced the addition of Andrew Petersen to the Paragon executive management team as Regional President and EVP of Reinsurance Operations. Petersen will report to Ron Ganiats, Paragon's CEO.

SACRAMENTO, Calif., Jan. 22, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Philip Westphal has joined the firm's commercial property/casualty team in Sacramento, Calif. as a Risk Advisor/Broker in EPIC's Healthcare Practice. Westphal will report to Managing Principal and Healthcare Practice Co-leader, Tom McCready.

SAN DIEGO, Calif., Jan. 19, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has appointed Kathy Gonzales as Senior Vice President, Director of Branch Banking. She will be responsible for supporting the Bank's commitment to the customer experience by deepening customer relationships, and identifying opportunities to increase the bank's market share.

PALO ALTO, Calif., Jan. 17, 2018 (SEND2PRESS NEWSWIRE) -- VLP Law Group LLP is pleased to announce that Debra B. Vernon has joined the firm's Corporate Practice Group as a partner based in the San Francisco Bay area. She specializes in startup formation and capitalization, financings, corporate venture, mergers and acquisitions, public offerings and corporate governance.

AUSTIN, Texas, Jan. 15, 2018 (SEND2PRESS NEWSWIRE) -- Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS) today announced that it has named Beth Ozenghar its new president and COO. Ozenghar, whose mortgage career spans three decades, had been in the role of senior executive advisor with TMS since 2016. TMS Founder David Lykken will retain the title of founder and chief transformation officer, focusing on spearheading the firm's management consulting engagements.

SAN DIEGO, Calif., Jan. 10, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Ian Miller has joined the company as Chief Marketing Officer (CMO). In this newly created position, he is responsible for ensuring that MCT's marketing strategy effectively supports the company's business plan and helps drive growth.

IRVINE, Calif., Jan. 9, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga(TM), developer of intelligent mortgage point-of-sale (POS) platforms, has appointed Sean McEvoy as its chief customer officer. As a member of the senior leadership team, McEvoy will be responsible for the firm's customer leadership, implementation and support functions. He has an extensive background in building world-class customer success organizations at FileNET, IBM, Quest and Dell. He will report to Cloudvirga CEO Michael Schreck.

PALO ALTO, Calif., Jan. 5, 2018 (SEND2PRESS NEWSWIRE) -- VLP Law Group LLP is pleased to announce that Debra Schiff has joined the firm's Real Estate Practice Group as a partner based in Los Angeles, California. Ms. Schiff is the second Los Angeles based attorney to join the firm's growing Real Estate Practice Group in recent weeks. Los Angeles attorney Craig P. Wood joined the firm as a Partner in December.

SAN DIEGO, Calif., Dec. 19, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it has added new Chief Technology Officer (CTO) Jim Magner and Vice President of Operations Stacey Lund to its senior management team.

BOULDER, Colo., Dec. 19, 2017 (SEND2PRESS NEWSWIRE) -- TeamSnap, the household name in integrated sports management, announced today that Sarah Berg has been appointed the company's new Director of Marketing Communications. Berg brings to TeamSnap a wealth of digital and technology marketing experience.

PALO ALTO, Calif., Dec. 15, 2017 (SEND2PRESS NEWSWIRE) -- VLP Law Group LLP is pleased to announce that Craig P. Wood has joined the firm's Real Estate Practice Group as a partner based in Los Angeles, California. Mr. Wood's practice encompasses the representation of institutional investors, private equity sponsors, high net-worth individuals, pension funds, pension fund advisors and private companies in a broad range of real estate projects throughout the U.S.

IRVINE, Calif., Dec. 14, 2017 (SEND2PRESS NEWSWIRE) -- Cloudvirga(TM), developer of intelligent mortgage point-of-sale (POS) platforms, has hired Jim Portner as chief product officer. Portner will report to Cloudvirga CEO Michael Schreck and will oversee product strategy, development and marketing for the company's digital mortgage automation platforms.

AUSTIN, Texas, Nov. 30, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today that insurance brokerage industry veteran Sam Elliott has joined the firm to lead EPIC's new business development efforts nationally.

PITTSBURGH, Pa., Nov. 30, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the addition of Eric Hays as Regional Director, Employee Benefits. Hays will be based in EPIC's newest location in Pittsburgh, Pa.

ATHENS, Ga., Nov. 28, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced that housing finance expert Faith Schwartz has been elected to its board of directors. Among the most influential leaders in the mortgage industry, Schwartz has played a firsthand role in shaping current housing finance best practices and public policy.

SALT LAKE CITY, Utah, Nov. 28, 2017 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that it has hired David Pack as product manager. In this role, Pack will be responsible for the delivery and support of TRK's market-leading solutions, including the Insight Risk & Defect Management (RDM) mortgage quality control (QC) auditing platform.