Suzee Quanta
Suzee Quanta is the lead content editor for Mortgage & Finance News magazine, responsible for quality control and uptime. Suzee has worked in the finance industry for over 20 years in various support service positions, and joined the Neotrope News Network team in 2017.
News: Enrolled Agent Jeffrey Schneider, EA, CTRS, NTPIF of SFS Tax and Accounting Services Earns ACT-E Designation
Mortgage and Finance News: (STUART, Fla.) Jeffrey Schneider, EA, CTRS, NTPIF, ACT-E of SFS Tax & Accounting Services and SFS Tax Problem Solutions in Stuart, Florida, a tax preparation and tax resolution firm, has received the Advanced Crypto Tax Expert designation (ACT-E).
News: Bindable announces an investment round led by EPIC, Motive Partners and Wafra
Mortgage and Finance News: (BOSTON, Mass.) Bindable, an insurance technology company whose goal is to transform the affinity distribution of insurance, today announced an investment from EPIC Holdings, the corporate parent overseeing investments across the entire EPIC platform, including EPIC Insurance Brokers & Consultants, and a Wafra advised fund, in conjunction with Motive Partners, a global private equity firm focused on investing in financial technology companies.
News: EPIC Buys Direct Retail Wine Industry Business From Paragon Insurance Holdings
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the purchase of a retail wine industry book of business from Managing General Agency (MGA) Paragon Insurance Holdings LLC. The accounts in question came to Paragon in the fall of 2017 when they acquired wine industry specialist John Sutak Insurance Brokers, along with two winery programs from the Argo Group.
News: Paragon Insurance Holdings to Sell its Direct Retail Wine Industry Business
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Paragon Insurance Holdings LLC today announced the sale of the firm's direct retail wine industry business to retail insurance broker EPIC Insurance Brokers & Consultants. The accounts in question came to Paragon in the fall of 2017 when they purchased wine industry specialist John Sutak Insurance Brokers, along with two winery programs from the Argo Group.
News: Bank of Southern California NA Hires Juliana Rowland as Managing Director in Orange County
Mortgage and Finance News: (SAN DIEGO, Calif.) 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.
News: Michael Power Joins Frenkel and Company – an EPIC Company in New York
Mortgage and Finance News: (NEW YORK, N.Y.) 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. Power will be responsible for new business development; management of property/casualty insurance programs; and providing risk management strategies and solutions.
News: Tandis Nili Joins Frenkel and Company – an EPIC Company as Global Services Division Leader
Mortgage and Finance News: (NEW YORK, N.Y.) 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.
News: MCT Hires Industry Veteran Rhiannon Bolen as Regional Sales Manager to Satisfy Increasing Demand for its Product and Service Offerings
Mortgage and Finance News: (SAN DIEGO, Calif.) 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.
News: Jim McCann Announces Opportunity to Own Exquisite Home with Unique 50-foot Pool in Palm Beach
Mortgage and Finance News: (PALM BEACH, Fla.) Jim McCann & Associates has announced an exceptional Palm Beach masterpiece estate offered for $7,595,000. This exquisite home and property offer an unparalleled combination of superior designer finishes exhibited within a striking architecturally designed flow and impeccable indoor/outdoor layout composition accompanied with gorgeous full-property landscaping.
News: How Much Does It Cost to Open a Restaurant? 350 Independent Restaurant Owners Share Their 2018 Startup Costs and Financial...
Mortgage and Finance News: (PHOENIX, Ariz.) RestaurantOwner.com has released the report of their 2018 Cost to Open a Restaurant Survey. The report summarizes input gathered from over 350 independent restaurant owners and operators regarding their startup costs as well as their financial performance.
News: SafeChain Adds Blockchain to SafeWire to Further Safeguard Real Estate Wire Transactions
Mortgage and Finance News: (COLUMBUS, Ohio) SafeChain, the industry leader in wire fraud prevention software for land title, announced today it has added blockchain to its wire fraud prevention platform SafeWire(TM), making the company the first in the industry to do so. The addition of blockchain to SafeWire provides increased security for real estate wire transactions by ensuring fraudsters cannot tamper with wiring instructions undetected.
News: Former Roostify exec joins Cloudvirga as chief customer success officer
Mortgage and Finance News: (IRVINE, Calif.) Cloudvirga(TM), 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.
News: More than 500 Expected to Attend 17th Annual Sacramento Event: Women in Law Enforcement Community Awards
Mortgage and Finance News: (SACRAMENTO, Calif.) More than 500 people are expected to attend the 17th annual award luncheon Saturday, November 17th, to recognize winners of the "Women in Law Enforcement" Business and Community Awards presented by the Sacramento Chapter of the National Coalition of 100 Black Women.
News: New Survey Finds More Than 75-percent of Travelers Experience Travel Mishaps, Yet Few Protect Themselves with Travel Insurance
Mortgage and Finance News: (NEW YORK, N.Y.) A new survey conducted by travel insurance comparison site TravelInsurance.com found that even though travelers are concerned with travel disruptions and many have experienced mishaps while on vacation, fewer than half of those surveyed have purchased travel insurance. Of those who didn't purchase travel insurance, only a third even considered it.
News: Simplifile’s Nancy Alley Lauded as One of Mortgage Banking’s Most Powerful Women by National Mortgage Professional
Mortgage and Finance News: (PROVO, Utah) Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that Vice President of Strategic Planning Nancy Alley was recognized by National Mortgage Professional Magazine on its 2018 list of Mortgage Banking's Most Powerful Women.
News: Bank of Southern California, NA Announces Third Quarter 2018 Financial Results (OTC:BCAL)
Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL) announced quarterly net income of $874,988 for the third quarter of 2018, compared to $1,088,043 for the third quarter of 2017. For the nine months ended September 30, 2018, net income was $3,253,441, compared to $2,830,295 for the nine months ended September 30, 2017. Results for the quarter and nine months ended Sept. 30, 2018, include approximately $1.2 million and $1.6 million, respectively, in expenses related to the acquisition of Americas United Bank (OTC Pink: AUNB), which was completed on July 31, 2018.
News: Digital insurance agency Matic named a Central Ohio ‘Best Place to Work’ by Columbus Business First
Mortgage and Finance News: (COLUMBUS, Ohio) Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, has been named one of Central Ohio's top employers by Columbus Business First.
News: NotaryCam to Offer Complimentary Notarizations for Active Duty, Retired U.S. Military Members in Honor of Veterans Day
Mortgage and Finance News: (NEWPORT BEACH, Calif.) NotaryCam(R) today announced it would offer free remote online notarization (RON) sessions to United States veterans and current service members in honor of Veterans Day as part of its semi-annual "Help a Hero" initiative. From Friday, November 9 through Monday, November 12, active duty and retired service members can connect to a live notary public via NotaryCam's secure virtual signing room to legally notarize, sign and execute documents and agreements online from anywhere in the world.
News: IDS Promotes Clint Salisbury to Sales and Marketing Team, Travis Carroll to Head of Implementation
Mortgage and Finance News: (SALT LAKE CITY, Utah) 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.
News: Simplifile Adds 30 Northeastern, Mid-Atlantic Jurisdictions To E-recording Network
Mortgage and Finance News: (PROVO, Utah) Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 30 additional recording jurisdictions located in nine states throughout the Northeastern and Mid-Atlantic U.S. have joined Simplifile's e-recording network.
News: Enrolled Award Jeffrey Schneider, EA, CTRS, NTPIF Named ‘2018 Top Practitioner’ by the ASTPS
Mortgage and Finance News: (STUART, Fla.) Stuart, Fla.-based Enrolled Agent (EA) and Certified Tax Resolution Specialist, Jeffrey Schneider of SFS Tax Problem Solutions was chosen by the American Society of Tax Problem Solvers (ASTPS) as the 2018 Top Practitioner.
News: Danielle Reed of EPIC Appointed to the Board of Directors of the Texas Payroll Conference
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that HR Solutions Associate Consultant Danielle Reed has been appointed to the Board of Directors of the Texas Payroll Conference (TPC).
News: Cloudvirga’s Michael Schreck and Kyle Kamrooz lauded among Orange County’s most influential business leaders
Mortgage and Finance News: (IRVINE, Calif.) Cloudvirga(TM), a leading provider of digital mortgage software, today announced that company CEO Michael Schreck and Co-founder Kyle Kamrooz have been named to Orange County Business Journal's "OC 500" list of the most influential business leaders in Orange County, California.
News: Leslie Kavanaugh Announces Opportunity to Own Best Home in Malibu’s Most Coveted Area of Point Dume
Mortgage and Finance News: (BEVERLY HILLS, Calif.) Luxury Estate REALTOR, Leslie Kavanaugh, has announced an exceptional property located in Malibu's most coveted neighborhood offered for $8,888,888. This exquisite property and estate offer an unparalleled combination of superior finishes, high tech services, and gorgeous coastlines views.
News: MCT Moves to Secure Sensitive Borrower Data Exposed in 90 Percent of Secondary Market Transactions
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it is incorporating the company's patent-pending geocoding technology into its Bid Auction Manager(TM) (BAM) whole loan trading platform in order to shield borrower addresses from being shared with non-buying entities throughout the whole loan bidding process.
News: Ndex Systems launches a significant breakthrough in consolidating data for reporting to clients on investment, fixed indexed annuity and insurance...
Mortgage and Finance News: (BOSTON, Mass.) Ndex Systems U.S. today announced the launch of a major enhancement in its ability to generate consolidated reports for portfolios that include indexed annuities and insurance accounts. Now financial advisors can generate consolidated reports to include both market-based investment accounts as well as detailed information on annuity and insurance contracts.
News: Suzannah Gill of EPIC Achieves Elite Health Benefits Certification
Mortgage and Finance News: (ATLANTA, Ga.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Benefits Strategy Consultant Suzannah Gill has been accepted to join the rigorous Health Rosetta Certified Benefit Advisor program.
News: Bob Simpson Joins EPIC Insurance Brokers in Houston TX
Mortgage and Finance News: (HOUSTON, Texas) 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.
News: Trish Drew of EPIC Presents on Construction Risk Management at 2018 IRMI Construction Risk Conference
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Construction Industry risk management specialist Trish Drew is among the presenters at this year's annual Construction Risk Management Conference, presented by the International Risk Management Institute (IRMI), currently taking place in Houston.
News: Kara Lamphere of Mid America Mortgage Named to Mortgage Banking’s Most Powerful Women
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today that Chief Operating Officer Kara Lamphere was named to National Mortgage Professional (NMP) magazine's 2018 list of Mortgage Banking's Most Powerful Women.