Page 5 of Management and Career Moves News issued by the Send2Press® Newswire service.
| From: TrustEngine
OWINGS MILLS, Md., and IRVINE, Calif., June 28, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced their merger and the appointment of SaaS executive Richard Harris as CEO.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif. and HARRISBURG, Pa., June 23, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif. and NEW YORK, N.Y., June 15, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.
| From: Housing Finance Strategies
WASHINGTON, D.C., June 7, 2022 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited mortgage consulting and product manager Stuart Quinn to join her firm as Managing Director.
| From: EPIC Insurance Brokers and Consultants
NEW YORK, N.Y. and CHICAGO, Ill., June 2, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.
| From: IEmergent
DES MOINES, Iowa, June 2, 2022 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Chris Richey as chief analytics officer. In this role, Richey will oversee and expand upon iEmergent’s data analytics capabilities, which help mortgage lenders identify gaps in sales coverage and effectively expand into new markets.
| From: TrustEngine
WASHINGTON, D.C., June 1, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has tapped Cheryl Messner to manage its customer experience departments. In her new role, Messner will define strategies to enhance Sales Boomerang’s customer experience, engagement, success and operations. (UPDATED)
| From: Southwestern Investment Group
FRANKLIN, Tenn., May 23, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.
| From: XG Communities LLC
NEWPORT BEACH, Calif., May 19, 2022 (SEND2PRESS NEWSWIRE) — California-based XG announced today the appointment of Yvonne Robinson as Chief Operating Officer. In this role, she will guide the company’s operations and growth, while overseeing the day-to-day management.
| From: Click n' Close Inc.
ADDISON, Texas, May 11, 2022 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has been promoted from Chief Risk Officer to Chief Financial Officer. In this new role, McKiddy will manage financial operations and strategy as Mid America Mortgage continues to refine its operations and drive business growth through recent product line additions, such as its correspondent down payment assistance (DPA) program.
| From: TrustEngine
IRVINE, Calif., May 10, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was promoted from director of account management to VP, customer engagement.
| From: Mobility Market Intelligence
SALT LAKE CITY, Utah, May 9, 2022 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired Kortney Lane-Schafers as a regional director of growth. Lane-Schafers’ responsibilities will include consulting and strategizing with MMI’s growing roster of mortgage enterprise clients.
| From: Housing Finance Strategies
WASHINGTON, D.C., May 6, 2022 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies President Faith Schwartz today announced that she has named industry veteran and former Big 4 consulting executive Allen Jones as Chief Administrative Officer and Managing Director of the Consulting Practice.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif., May 4, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.
| From: Paragon Insurance Holdings LLC
AVON, Conn., April 29, 2022 (SEND2PRESS NEWSWIRE) — Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Andrew “Andy” Borst as President-Excess & Surplus (E&S) Lines and International Programs.
| From: Weldon, Williams and Lick, Inc.
FORT SMITH, Ark., April 27, 2022 (SEND2PRESS NEWSWIRE) — Weldon, Williams & Lick, Inc. (WW&L), a visionary provider of ticketing and custom security printed solutions, announced today that it has appointed Evan Gitomer as its first Chief Revenue Officer, effective immediately. In this newly created role, Evan will oversee and develop the go-to-market team and strategy to support growth at the company.
| From: Mobility Market Intelligence
SALT LAKE CITY, Utah, April 26, 2022 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired mortgage industry veterans Jake Belter, CMB(r), and Gerald Dorman to its enterprise sales team. As regional directors, Belter and Dorman will be tasked with expanding MMI’s growing roster of mortgage enterprise clients.
| From: Goldman Babboni Fernandez Murphy and Walsh
BRADENTON, Fla., April 22, 2022 (SEND2PRESS NEWSWIRE) — Attorney Daniel Murphy, of Goldman Babboni Fernandez & Walsh, has been elevated to full partner. Citing his exemplary record of working tirelessly for clients in Bradenton Florida and across all of Manatee County.
| From: Vice Capital Markets
NOVI, Mich., April 21, 2022 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it has promoted Shawn Ansley to chief information officer (CIO). As CIO, Ansley will be tasked with the continued development of information technologies and deepening integrations with the agencies and major loan origination systems.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif., April 20, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC’s leadership to focus on continuing to grow the firm’s footprint with large complex Risk Management clients along with helping lead EPIC’s burgeoning Winery Practice.
| From: Avenu Insights and Analytics
FRESNO, Calif., April 19, 2022 (SEND2PRESS NEWSWIRE) — Avenu Insights & Analytics (Avenu) recently announced the addition of Rachelle Arizmendi as one of the company’s Government Industry Advisors. Rachelle joins Avenu as a native Californian with a life-long career in serving the public sector and numerous leadership positions.
| From: Xelerate Logistics LLC
NEW YORK, N.Y., April 18, 2022 (SEND2PRESS NEWSWIRE) — On April 18, 2022, Xelerate Logistics LLC (“XLR8”) announced the appointment of Mitchner Ferdinands as the Chief Operating Officer. Mitchner Ferdinands, who has 20 years of experience in the Supply Chain industry, has extensively travelled in many countries to troubleshoot and find innovative and pragmatic solutions to ever evolving supply chain industry.
| From: Hidden Compass
SANTA BARBARA, Calif., April 13, 2022 (SEND2PRESS NEWSWIRE) — Hidden Compass, a women-founded media company uniting audiences with the humans, causes, and possibilities behind award-winning stories of exploration, has added another seasoned editor to its staff. The California-based startup recently announced Jeremy Berlin as its editorial director.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif. and NEW YORK, N.Y., April 11, 2022 (SEND2PRESS NEWSWIRE) — Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.
| From: EPIC Insurance Brokers and Consultants
NEW YORK, N.Y. and BIRMINGHAM, Ala., April 6, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services division. In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif., April 6, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence. Prior to joining EPIC, McSherry was with Berkshire Hathaway Specialty Insurance where he was instrumental in facilitating the launch of medical stop-loss in the Northeast.
| From: BioAustinCTX
AUSTIN, Texas, April 1, 2022 (SEND2PRESS NEWSWIRE) — Life Science industry organization, BioAustinCTX, announced today changes to its Board of Directors with the departure of Elisa Maldonado-Holmertz and the appointment of Tami Annable. Over the past several years, Austin and the Central Texas region have developed into one of the fastest-growing life science hubs in the U.S.
| From: Mortgage Capital Trading Inc.
SAN DIEGO, Calif., March 30, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced today that Ben Itkin has been appointed the new National Sales Director.
| From: FormFree
ATHENS, Ga., March 29, 2022 (SEND2PRESS NEWSWIRE) — FormFree today announced that it has appointed Eric Lapin to the role of chief strategy officer (CSO). In this position, Lapin will leverage his more than 25 years’ experience in leadership roles at marquee mortgage technology firms and financial institutions to steer the strategic vision and partnerships driving FormFree’s growth.
| From: Click n' Close Inc.
ADDISON, Texas, March 23, 2022 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) welcomes mortgage industry veteran, Kyle Hilton as its newest quality control manager. Hilton brings a knowledge spanning more than 20 years in mortgage underwriting and quality assurance review. In this role, Hilton will be responsible for overseeing and monitoring quality control vendors and policies.
| From: FormFree
ATHENS, Ga., March 23, 2022 (SEND2PRESS NEWSWIRE) — FormFree today announced that it has welcomed 17-year finance industry veteran Mary Costello to its team as director of vendor management, risk and compliance. In this role, Costello will support FormFree’s audit, risk and compliance efforts across the management of internal and external vendor, lender and integration partnerships.
| From: Parallel Napa Valley
NAPA VALLEY, Calif., March 22, 2022 (SEND2PRESS NEWSWIRE) — The partners of Parallel Napa Valley are pleased to announce the promotion of their General Manager Adrienne D.A. Smith to General Manager and Partner. After four years with the company, Adrienne has overseen strong growth for the brand in her role overseeing marketing, hospitality, sales and operations with an innovative and high energy approach.
| From: Modern Foot and Ankle
WESTCHASE, Fla., March 18, 2022 (SEND2PRESS NEWSWIRE) — Early birds and night owls rejoice: a new Tampa Bay podiatrist is setting the bar on convenience with extended clinic hours. Sagar Shah, DPM, recently helped launch the opening of a new location for Modern Foot & Ankle at 10954 Sheldon Rd. in Westchase. This marked the Central Florida group’s seventh clinic opening in five years.
| From: FormFree
ATHENS, Ga., March 1, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced that it has appointed Patrick Rutherford, former finance executive at Intercontinental Exchange (NYSE: ICE), as chief financial officer (CFO). In his new role at FormFree, Rutherford will lead the organization’s finance, accounting and compliance functions.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (“EPIC”), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.
| From: KROST CPAs and Consultants
LOS ANGELES, Calif., Feb. 17, 2022 (SEND2PRESS NEWSWIRE) — Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.
| From: The New York Milk Bank
VALHALLA, N.Y., Feb. 16, 2022 (SEND2PRESS NEWSWIRE) — The New York Milk Bank (NYMB), founded six years ago, today announced the appointment of its new Executive Director, Linda Harelick, MBA, DrPH. The New York Milk Bank (NYMB) is a non-profit organization that collects extra breast milk from healthy lactating women. The milk is then pasteurized and distributed to babies in need throughout the Tri-State area.
| From: Down Payment Resource
ATLANTA, Ga., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced it has appointed Marcy Ash, AMP, as director of strategic projects. In her role at DPR, Ash will manage relationships with state Housing Finance Agencies (HFAs) and spearhead industry partnerships and strategies that help DPR deliver greater value to its customers.
| From: Edward Jones
PUEBLO, Colo., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) — Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif., Feb. 7, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.
