Management and Career Moves News - Page 24

PALM DESERT, Calif., Oct. 16, 2014 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTCMKTS:FBBN) today announced that seasoned community banker, Mark Gustafson has been appointed to lead the bank’s Coachella Valley region. Mr. Gustafson most recently served as Market President for First California Bank which was sold and merged into Pacific Western Bank. He also served as President and CEO of Canyon National Bank, Ogden BancShares, Inc.

SAN FRANCISCO, Calif., Oct. 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Co-founder and Executive Chairman Dan Francis has elected to leave the firm effective November 1, 2014.

SAN FRANCISCO, Calif., Oct. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that William P. (Bill) Cosgrove has joined the firm as managing principal and Financial Institutions Practice leader. Cosgrove brings 28 years of insurance industry underwriting, production, marketing, client service, management and executive leadership experience to the firm.

SAN FRANCISCO, Calif., Oct. 9, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the appointment of insurance industry veteran Peter Garvey as Chief Operating Officer (COO), a newly created position reporting to CEO John Hahn. Bringing EPIC nearly 35 years of insurance brokerage strategic operations, mergers and acquisitions, and executive leadership experience, Garvey will be chartered with further accelerating EPIC’s growth momentum.

PALO ALTO, Calif., Oct. 7, 2014 (SEND2PRESS NEWSWIRE) — VLP Law Group LLP is pleased to announce the addition of Jeremy A. Cubert and Richard N. Kimball. Jeremy will join the Intellectual Property Practice Group as a partner based in the Washington D.C. area. Richard, based in Boston, focuses on corporate and transactional matters.

SAN FRANCISCO, Calif., Oct. 6, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that David Wiesner has joined the firm as managing principle and regional director in EPIC’s Employee Benefits Consulting Division. Wiesner brings 25 years of experience in strategic market planning, sales organizational leadership, new product/service development and health and welfare plan consulting to the firm.

SAN FRANCISCO, Calif., Sept. 22, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that Sean Shannon has joined the firm’s property team as Vice President/Property Broker.

DULUTH, Ga., Sept. 22, 2014 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty insurance brokerage and employee benefits broker, announced today that it has added Annette Shepherd as a Multinational Placement Specialist and Account Executive on their risk management team in the Southeast. Shepherd brings over 30 years of insurance and risk management experience, including 10 years as a Multinational Placement Broker.

SAN DIEGO, Calif., Sept. 18, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced the launch of their Professional Services division aimed at helping reverse mortgage lenders and brokers to be more successful.

SAN FRANCISCO, Calif., Sept. 18, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that professional liability brokerage veteran Karen Kutger has joined the firm as Senior Vice President. Kutger joins WTCI from Howden Insurance Services, Inc. where she specialized in professional liability, management liability, cyber liability and related financial lines coverages. Her portfolio of retail sourced business will be accompanying her as part of the move.

IRVINE, Calif., Sept 10, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tiffany McClellan has joined the firm as Regional Director Employee Benefits. McClellan brings 16 years of experience in strategic market planning, sales organizational leadership, new product/service development and health and welfare plan consulting to the firm.

CHICAGO, Ill., Aug. 21, 2014 (SEND2PRESS NEWSWIRE) — In order to continue to deliver on the promise of customer-centric marketing, Cogensia welcomes 8 new hires to its staff. Cogensia is a customer marketing solutions firm empowering clients with data and insights.

SAN FRANCISCO, Calif., Aug. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationwide retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of the retail risk management and property/casualty team of JLT Towers Re. This strategic build-out of a team serving large, complex risk management accounts is a product of EPIC’s broadening alliance partnership and collaboration with JLT Towers Re. The agreement is effective August 11.

CHICAGO, Ill., Aug. 12, 2014 (SEND2PRESS NEWSWIRE) — Cogensia continues to grow its management team through addition of several new employees at Cogensia; including Barbara Olson as Senior Vice President, Loyalty Solutions, Mary Kay Simpson as Vice President, Product Management and Marketing, Albert Pardilla as Manager, Client Solutions, and Andie Kulach as Account Manager.

SAN FRANCISCO, Calif., Aug. 4, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that casualty brokerage veteran Jennifer Terra has joined the firm as Vice President/Casualty Broker.

PETALUMA, Calif., July 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of Andrea Levin as a vice president in their Petaluma office. Levin brings 24 years of experience in the development and management of property and casualty insurance and risk management programs, working with a wide range of business and industry and specializing in financial institutions.

PALO ALTO, Calif., June 24, 2014 (SEND2PRESS NEWSWIRE) — VLP Law Group LLP is pleased to announce the addition of Jane Imperatore and Michael Kass as partners with an emphasis on Construction Law and Affordable Housing.

SALT LAKE CITY, Utah, June 3, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announces it has expanded its compliance team with the addition of Paul Morton as compliance officer and assistant in-house counsel.

SAN RAMON, Calif., June 3, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, has added Greg Dobson as a principal in its employee benefits division. Dobson brings 30 years of employee benefits expertise to EPIC. He will be based in the company’s San Ramon office.

SAN FRANCISCO, Calif., May 12, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Chris Duncan has joined the firm’s executive team as Chief Growth Officer (CGO). Duncan brings 26 years of experience in finance, risk management, security, mergers and acquisitions and executive leadership to the firm.

SAN FRANCISCO, Calif., April 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Gonthier has joined the firm as Chief Financial Officer. EPIC’s current CFO, Elaine Andrian, will now focus on merger and acquisition strategy and diligence as the firm continues to expand nationally.

PALO ALTO, Calif., April 11, 2014 (SEND2PRESS NEWSWIRE) — VLP Law Group LLP is pleased to announce the addition of David C. Lee to our Corporate, Securities and Mergers and Acquisitions practice group. Mr. Lee joins as a partner based in Silicon Valley.

BOULDER, Colo., April 10, 2014 (SEND2PRESS NEWSWIRE) — TeamSnap, the service that helps you manage your sports teams and activities, today appointed Daryl Overholt as Chief Financial Officer. Daryl will lead TeamSnap’s financial, accounting and administrative operations, and help the leadership team accelerate the company’s growth.

SAN DIEGO, Calif., March 25, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that it added four newly created positions in order to provide unsurpassed service levels of sales support and guidance to lenders.

SAN DIEGO, Calif., March 20, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision the leading software and technology provider for the reverse mortgage industry, is pleased to announce that Gregg Holsapple has joined as Product Strategist. In this role, Holsapple will have responsibility for product and program analysis, developing requirements and building out our product design process.

SAN DIEGO, Calif., March 6, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading software and technology provider for the reverse mortgage industry, is pleased to announce that industry expert Mark Johnson has joined our team in the role of Customer Service Manager. Johnson, who brings more than twenty years of reverse mortgage expertise, replaces Joseph Rinner who has moved into the role of Product Manager.

SAN FRANCISCO, Calif., March 3, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Cheryl Doege as a senior consultant to their national employee benefits consulting practice. Doege brings 23 years of experience in human resources and benefits consulting to EPIC with specialties in benefit program design and funding strategies.

DULUTH, Ga., Feb. 27, 2014 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Sean Leonard to the employee benefits consulting practice in their Southeast division, The McCart Group. Leonard brings more than 19 years of managerial experience in human resource and benefits, including 12 years spent in benefits consulting, insurance sales and client relationship management.

SAN DIEGO, Calif., Feb. 26, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading software and technology provider for the reverse mortgage industry, has added Jason Meches as Chief Technology Officer (CTO). In this role, Meches will have responsibility for the development and operations of ReverseVision technology products.

SAN FRANCISCO, Calif., Feb. 11, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions. Loughlin joins EPIC as Managing Principal, Risk Solutions in New York.

DULUTH, Ga., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Don Atkinson to the risk management consulting practice in their Southeast Region, The McCart Group. Atkinson brings 29 years of experience in risk management and insurance sales and client relationship management to The McCart Group.

SALT LAKE CITY, Utah, Jan. 17, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) has hired Daniel Miller as vice president of business development. With nearly 20 years’ experience in sales, Miller will be responsible for overseeing IDS’s various partner integrations and new customer implementations, in addition to managing and growing IDS’s Western sales region.

FLAT ROCK, N.C., Jan. 15, 2014 (SEND2PRESS NEWSWIRE) — Four Seasons Compassion for Life announces the addition of Callie Walston, philanthropy coordinator, to its development department. A lifetime resident of Asheville, Buncombe County, Walston holds a 2006 bachelor’s degree in communications from Appalachian State University, and is a 2002 graduate of North Buncombe High School.

PETALUMA, Calif., Jan. 6, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Sama Hershey Davis in their North Bay employee benefits consulting practice. Hershey Davis brings 15 years of experience in healthcare, benefits consulting, human resources, compliance, wellness and client relationship management to EPIC.

KIRKLAND, Wash., Dec. 12, 2013 (SEND2PRESS NEWSWIRE) — Matt McCann’s mom was 59 when she cut herself, a seemingly minor accident. The wound developed a staph infection that led to a long hospital stay with complications; and then, suddenly, she found herself needing ‘long-term care’ or help with the tasks of daily living, services not covered by regular health insurance. Today, 15 years later, he embarks on a new phase of his career by accepting the post of Senior Vice President with LTC Financial Partners, LLC.

PALM DESERT, Calif., Dec. 3, 2013 (SEND2PRESS NEWSWIRE) — Bank of Southern California (FBBN) today announced that Irwin Golds, long time Coachella Valley banking and business executive has been appointed to the company’s board of directors.

CHICAGO, Ill., Dec. 2, 2013 (SEND2PRESS NEWSWIRE) — Cogensia announced today that Craig Bettmann has joined Cogensia as Vice President, Client Solutions and Joel Schiltz has been promoted to Chief Operating Officer and Senior Vice President, Client Solutions.

BOSTON, Mass., Oct. 1, 2013 (SEND2PRESS NEWSWIRE) — VLP Law Group LLP is pleased to announce the continued expansion of its East Coast corporate practice with the addition of Timothy R. Bowers, who joins as partner based in Boston.

PALM DESERT, Calif., Sept. 16, 2013 (SEND2PRESS NEWSWIRE) — Bank of Southern California today announced that former Palm Desert National Bank CEO and Chairman, Kevin McGuire has been appointed to lead the bank’s Coachella Valley region. After spending twenty years at Palm Desert National Bank, Mr. McGuire currently serves as Special Assistant to the Chancellor at UC Riverside, Palm Desert Campus.

PALO ALTO, Calif., Aug. 19, 2013 (SEND2PRESS NEWSWIRE) — VLP Law Group LLP announced today that Dianne Reed has joined the firm’s Intellectual Property Group. Ms. Reed has nearly 30 years of experience in private practice and has worked extensively in virtually all aspects of patent practice for many different types of clients, including start-ups, established companies, investors, nonprofit organizations, and universities.