Management and Career Moves

Management and Career Moves

Management and Career Moves News from Mortgage & Finance News magazine

Management and Career Moves

Management and Career Moves
Management and Career Moves News from Mortgage & Finance News magazine

News: Depth Public Relations promotes Johnna Szegda and Jenny Moss to client services director

Mortgage and Finance News: (ATLANTA, Ga.) Depth Public Relations, Inc. (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech), today announced its promotion of two key staff members in time to celebrate at the Mortgage Bankers Association's Annual Convention & Expo 2021 in San Diego.

News: MCT Deepens MSR Expertise with Hire of Azad Rafat

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Azad Rafat has joined the company as the new Senior Director of MSR Services.

News: LBA Ware welcomes mortgage compliance expert Lyndal McLaughlin to CompenSafe implementation team

Mortgage and Finance News: (MACON, Ga.) LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that mortgage industry expert Lyndal McLaughlin has joined its team as a software implementation consultant.

News: Promontory MortgagePath Promotes Bryan DeShasier to Chief Administrative Officer, Adds Helen Placente as Managing Director of National Credit Operations

Mortgage and Finance News: (DANBURY, Conn.) Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced two key staffing changes expanding the strength of its executive team. Bryan DeShasier has been promoted to Chief Administrative Officer (CAO), and Helen Placente has been hired as Managing Director of National Credit Operations.

News: Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York

Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.

News: Mid America Mortgage Adds Pete Jackson as Divisional Director for Wholesale/Non-Delegated Correspondent Channel, Tim Frohock as Regional Director

Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today that Pete Jackson has joined the company as a divisional director and Tim Frohock as a regional director. With more than 30 years of wholesale and correspondent lending experience, Jackson and Frohock will play a critical role in the continued growth and success of Mid America's wholesale/non-delegated correspondent lending channel.

News: ICS Welcomes Adam Finesilver CPA to the New Alabama Office

Mortgage and Finance News: (MONTGOMERY, Ala.) ICS Tax, LLC is excited to announce its Southeast regional expansion with a new office in Montgomery, Alabama. ICS welcomes Adam Finesilver, CPA as its Regional Director. Adam brings over 13 years of experience providing tax advisory services to clients in real estate, financial and professional services industries.

News: EPIC Welcomes Peter Marshall – Further Strengthens Entertainment and Sports Practice

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

News: Knowledge Coop Appoints Brian Paine as Director of Technology

Mortgage and Finance News: (VANCOUVER, Wash.) Knowledge Coop, the industry's top online compliance training and virtual work platform, today announced it has hired Brian Paine as Director of Technology. His responsibilities at Knowledge Coop include maintaining a stable working environment for all of Knowledge Coop's technical operations.

News: DocMagic Promotes Chris Lewis to Director of Enterprise Solutions

Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it has promoted Chris Lewis to Director of Enterprise Solutions. The new title reflects the elevated role he has proactively taken at the company in increasing revenue, forging strategic partnerships, and making inroads with large entities and marquee accounts.

News: McWhirter Promotes Tanya Shubert to Vice President of Management and Operations, Mid-South

Mortgage and Finance News: (BIRMINGHAM, Ala.) Today, McWhirter, a leading commercial services firm in the southeast, announced the promotion of Tanya Shubert to Vice President of Management and Operations, Mid-South. Shubert joined McWhirter in 2018 and has been instrumental in growing the medical office property management portfolio to 11 buildings across Alabama and Mississippi.

News: SimpleNexus expands C-suite under leadership of Cathleen Schreiner Gates

Mortgage and Finance News: (LEHI, Utah) SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced new executive appointments in operations, revenue generation and customer success.

News: Travis Mlodzik Elected President of the American Society of Cost Segregation Professionals

Mortgage and Finance News: (SAVAGE, Minn.) Travis Mlodzik, Central Practice Leader for ICS Tax, LLC has been elected President of the American Society of Cost Segregation Professionals (ASCSP). Cost Segregation is a tremendously valuable tax planning strategy for real estate investors. The ASCSP provides education, credentialing, and a code of ethics for its members while representing the very best professionals in the cost segregation industry.

News: MobilityRE welcomes mortgage technology leader Jonas Kruckeberg as director of growth and client success

Mortgage and Finance News: (SALT LAKE CITY, Utah) MobilityRE, a leader in real estate intelligence technologies for mortgage lenders and real estate agents, today announced it has appointed mortgage technology leader Jonas Kruckeberg as director of growth and client success.

News: EPIC Adds William Schoenbach as Managing Principal

Mortgage and Finance News: (HARTFORD, Conn.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.

News: SimpleNexus Founder Matt Hansen to lead new skunkworks unit, names Cathleen Schreiner Gates CEO

Mortgage and Finance News: (LEHI, Utah) SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Founder Matt Hansen will pass the CEO baton to President Cathleen Schreiner Gates. Hansen remains heavily involved with the firm, where he will double down on customer focus leading a task force of software developers and sales staff that specializes in tackling high-priority projects.

News: LBA Ware welcomes former State Bank vice president Georgia Capalbo to client success team

Mortgage and Finance News: (MACON, Ga.) LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has tapped former State Bank vice president Georgia Capalbo as client success product liaison.

News: Heath Spivey Named New President of DELTA |v| Forensic Engineering, Inc.

Mortgage and Finance News: (CHARLOTTE, N.C.) DELTA |v| Forensic Engineering, Inc.™ announced today that they have appointed Heath Spivey, Manager of the Nashville Regional Office, as the new President of DELTA |v| Forensic Engineering, Inc.™, effective January 1, 2022.

News: FormFree announces Former JPMorgan Chase Division CEO Kevin Watters joins its Board of Directors

Mortgage and Finance News: (ATHENS, Ga.) FormFree® today welcomed Kevin Watters to its board of directors. Watters is a payments, mortgage lending and business banking leader known for his ability to successfully and rapidly scale financial services businesses through operational and technology transformation.

News: Springer Realty Group Names Stu Schulman as President

Mortgage and Finance News: (EXTON, Pa.) Springer Realty Group is pleased to announce the hiring of Stu Schulman as its new president. Stu joins the company after serving as Vice President, Client Relationships & Sales at MOBE, a healthcare service that partners with employers and insurers to help people achieve their health and wellness goals.

News: Luma Wealth Has Formed an Advisory Council

Mortgage and Finance News: (CLEVELAND, Ohio) Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

News: Agri-Investment Services Hires Willamette Valley Representative

Mortgage and Finance News: (SALEM, Ore.) Agri-Investment Services recently employed Kendall Vasek-Jones as their Willamette Valley Representative in Oregon. Ms. Vasek-Jones has degrees in Viticulture-Enology and Wine Business Management from Washington State University and was previously employed by Chateau Ste. Michelle in Washington.

News: EPIC Adds Sam Wagener as Principal – Further Strengthens P&C and Captive Capabilities in West Region

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm.

News: Agri-Investment Services Hires Central Oregon Representative

Mortgage and Finance News: (SALEM, Ore.) Agri-Investment Services recently employed George Riggins as their Central Oregon Representative. Mr. Riggins has a degree in Business Marketing from Carolina University and was previously employed as a market analyst for Fiat Chrysler and as a marketing executive for the Zane Firm.

News: Strategic Benefits Advisors welcomes Kah-Lee Wong as senior benefits consultant

Mortgage and Finance News: (ATLANTA, Ga.) Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced that Kah-Lee Wong, FSA, EA, MAAA, has joined the firm as a senior benefits consultant. In this role, Wong will work closely with organizations to provide actuarial consulting services and solve challenges related to their employee benefits plans.

News: LBA Ware taps STRATMOR Group alum Angie Middlebrook for mortgage software implementation role

Mortgage and Finance News: (MACON, Ga.) LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has added mortgage industry expert Angie Middlebrook as a software implementation consultant.

News: Nomis Solutions Builds First-String Team to Spearhead Mortgage Initiatives

Mortgage and Finance News: (SAN FRANCISCO, Calif.) Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has added several new sales and marketing hires to support its mortgage pricing and profitability management initiatives and competitive intelligence technology.

News: Paragon Insurance Names Christian Phillips as President of Contingency Practice

Mortgage and Finance News: (AVON, Conn.) Paragon Insurance Holdings LLC, a national multiline specialty managing general agent (MGA), has named Christian Phillips as President of its newly created Paragon Contingency Practices.

News: MCT Dives into Q2 with Two New Industry Leaders to Support Growth

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced Mike Robertson and Justin Putz have joined the company in the roles of Senior Regional Sales Director and Midwest Regional Sales Director respectively.

News: Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client Strategy

Mortgage and Finance News: (ATLANTA, Ga.) Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced it has added mortgage and marketing expert Rick Webster as VP of client strategy.