Management and Career Moves
Home Management and Career Moves
Management and Career Moves News from Mortgage & Finance News magazine
News: EPIC Adds Dave Tate in Dallas, Texas
Mortgage and Finance News: (DALLAS, Texas) EPIC Insurance Brokers and Consultants announced today that Dave Tate has joined the firm's Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
News: KBKG Tax Specialty Firm Hires Alex Martin to Lead New Transfer Pricing Practice for Cross-border Businesses
Mortgage and Finance News: (PASADENA, Calif.) Nationwide tax specialty firm KBKG announced the hiring of Alex Martin as Principal and leader of the firm's new Transfer Pricing practice. Alex comes with over 22 years of full-time, international transfer pricing experience working in Washington, D.C.; Melbourne, Australia; and Detroit, Michigan where he resides currently.
News: EPIC’s National Marine Operations Bolstered with Addition of Ivon Friedman in San Francisco
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants (EPIC) announced today that Ivon Friedman has joined the firm's Marine Practice in San Francisco. Friedman will report to EPIC's Risk Management - National Property and Marine Practice Leader, Michael Korn.
News: EPIC Adds Pam Stoutenburgh in Dallas TX
Mortgage and Finance News: (DALLAS, Texas) EPIC Insurance Brokers and Consultants announced today that Pam Stoutenburgh has joined the firm's Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
News: EPIC Insurance Brokers & Consultants Appoints Lou D’Agostino National Hedge Fund Practice Leader
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Principal and industry veteran, Lou D'Agostino, has been appointed to the newly-created position of National Hedge Fund Practice Leader as part of its Financial Services division.
News: ARMCO Names Trevor Gauthier Chief Executive Officer
Mortgage and Finance News: (POMPANO BEACH, Fla.) ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, today announced that Trevor Gauthier has been appointed as CEO and board member of ARMCO. Avi Naider, who led ARMCO for the past 10 years as CEO, will transition to the board of directors.
News: Greyling – a Division of EPIC adds Lionel Bejean in Georgia
Mortgage and Finance News: (ALPHARETTA, Ga.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Lionel Bejean has joined the firm's Greyling Division, based in Alpharetta, Georgia, as Senior Vice President.
News: EPIC Holdings Inc. adds Bill Nay as Chief Acquisition Officer in Atlanta
Mortgage and Finance News: (ATLANTA, Ga.) EPIC (Edgewood Partners Insurance Center dba EPIC Insurance Brokers & Consultants) today announced the addition of insurance investment banking veteran Bill Nay as Chief Acquisition Officer of its parent company EPIC Holdings, Inc. Nay will be based in Atlanta, Ga. and report to EPIC Holdings CEO, John Hahn.
News: EPIC adds Jim Triana in Ontario, California
Mortgage and Finance News: (ONTARIO, Calif.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim Triana has joined the firm as Vice President, Property & Casualty.
News: Aclaro Announces New Board Member and the Release of Aclaro EcoSystem 3.0
Mortgage and Finance News: (CHICAGO, Ill.) Aclaro Inc., the game-changing Artificial Intelligence software company that provides disruptive technologies to the automotive, financial, and government sectors, announces a new Board Member and the release of Aclaro EcoSystem 3.0 (ES 3.0). With these announcements, Aclaro continues rapid advancement toward its overarching mission of helping lenders, dealers and consumers develop and nurture longer mutually beneficial relationships.
News: EPIC Launches New Employee Benefits Consulting Labor Practice Led by Kimberly Cicero in DC
Mortgage and Finance News: (DULUTH, Ga.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kimberly Cicero has joined the firm as SVP, Labor Practice Leader.
News: VLP Law Group Announces the Addition of Mike Morrissey as a Partner in its Technology Transactions Practice Group
Mortgage and Finance News: (PALO ALTO, Calif.) VLP Law Group LLP is pleased to announce that Mike Morrissey has joined the firm as a partner in its Technology Transactions Practice Group. Mr. Morrissey comes to VLP from MobileIron (NASDAQ: MOBL), #1 on Deloitte's Technology Fast 500 in 2014 (for revenue growth from 2009-2013) and a VLP client.
News: Paul B. Stetz Joins Fairport Wealth
Mortgage and Finance News: (CLEVELAND, Ohio) Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.
News: EPIC adds Cecille Feliciano in Los Angeles CA
Mortgage and Finance News: (LOS ANGELES, Calif.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Cecille Feliciano has joined the firm as Senior Vice President, Employee Benefits.
News: Mid America Mortgage Promotes Michael Cooksey to Executive Managing Director of Production
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today that it has promoted Michael Cooksey, founder of Mid America's most successful branch The Cooksey Team, to Executive Managing Director of Production. In this new role, Cooksey will be responsible for overseeing and ensuring the success of Mid America's current network of retail branches nationwide, as well as recruiting and on-boarding new branches.
News: Founders of RBS Re Join EPIC Insurance Brokers and Consultants as Part of Growing EPIC Reinsurance Unit
Mortgage and Finance News: (MIAMI, Fla.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the additions of Alex Soria, Tony Rodriguez, Randy Baker and Ken Knopp, a well-known and highly regarded team of Healthcare Reinsurance specialists, who spent nearly 20 years together as RBS Re and more recently as Cardinal Point, LLC (a South Miami based firm).
News: The Mortgage Collaborative Adds Two New Board Members, Enjoys Record Attendance at Summer Conference
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, today announced the addition of Kate deKay and Allison Johnston to their prestigious board of directors. Johnston and deKay were voted in Sunday, August 18, 2019, during the Lender Co-op board meeting, which took place in Nashville, Tennessee during TMC's summer conference.
News: Lemme, a division of EPIC, Welcomes Owen Bailitz to Professional Services Firms Practice
Mortgage and Finance News: (ARLINGTON HEIGHTS, Ill.) Lemme, a division of EPIC Insurance Brokers & Consultants, announce today the addition of Owen Bailitz as a Principal within the firm's Professional Services Firms Practice. He will be based in Lemme's Arlington Heights, Illinois offices.
News: Take Three Technologies Selects Ruth Lee, CMB, as Executive Vice President
Mortgage and Finance News: (DENVER, Colo.) Take Three Technologies (Take3(TM)), a Denver-based FinTech startup focused on empowering mortgage lenders and loan originators with best-in-class technology solutions today announced its hiring of Ruth Lee as the organization's Executive Vice President.
News: Bank of Southern California N.A. Names Joel Ewan Senior Vice President, Credit Administration
Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Joel Ewan as Senior Vice President, Credit Administration. In this newly created role, he will be responsible for managing, implementing, and evaluating credit policy initiatives as well as analyzing and structuring commercial credit for clients across multiple industry sectors.
News: EHOP Health Hires Baker Freiberg as Vice President of Sales
Mortgage and Finance News: (RALEIGH, N.C.) EHOP Health(R), a chronic disease reversal company headquartered in the Triangle region, is proud to announce the hire of Baker Freiberg as Vice President of Sales. A veteran of the insurance industry, Freiberg brings extensive experience working with large employers that are looking for help reducing their healthcare costs.
News: MQMR Bolsters Executive Team with Addition of Mortgage Industry Veteran Stephen Sherman as COO
Mortgage and Finance News: (LOS ANGELES, Calif.) Mortgage Quality Management and Research, LLC (MQMR) announced today that seasoned mortgage and real estate professional Stephen Sherman has joined the firm as Chief Operating Officer. Sherman brings more than 30 years of experience in mortgage servicing, secondary marketing, warehouse lending, commercial real estate sales, corporate consulting and REO management services to his new role at MQMR, where he will be responsible for overseeing MQMR's day-to-day operations and managing the firm's long-term growth strategy.
News: Bank of Southern California NA Announces Justin Roscoe as AVP, Training Officer
Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has named Justin Roscoe as Assistant Vice President, Training Officer. In this newly created role, he will lead all learning and development, and career pathing programs for the Bank. In addition, he will be responsible for developing a structured recruiting process and company-wide internship program.
News: OpenClose Bolsters Commitment to Software Innovation and Enhancement of Digital Mortgage Technology, Adds Experienced Technologist as VP of Innovation
Mortgage and Finance News: () OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Allen Pollack, a seasoned industry veteran that has been instrumental in the digital shift and transformation of the industry, has joined the company in the newly created position of vice president of product innovation.
News: Attorney Daniel Murphy Joins Florida Justice Association’s Board Of Directors Young Lawyers Section
Mortgage and Finance News: (BRADENTON, Fla.) Attorney Daniel Murphy of the injury law firm Goldman Babboni Fernandez & Walsh has become a member of the Florida Justice Association's Young Lawyers Section Board of Directors. The Florida Justice Association is comprised of the most experienced and influential civil trial lawyers across the state.
News: EPIC adds Surety Specialists Eric Feighl and John Hohlt in Houston Texas
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Eric Feighl has joined the firm as a Principal and Southwest Region Surety Practice Leader.
News: ReverseVision Taps Sunny Mahdii as Vice President of Operations
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it has appointed Sunny Mahdii to the position of vice president of operations. In this role, Mahdii will work with ReverseVision's professional services, training, implementation, document management and customer success teams to execute a holistic operations strategy.
News: Former IRS Executive, Mark Bodenstab, Joins KBKG as Director of Research and Development Tax Credits
Mortgage and Finance News: (PASADENA, Calif.) Nationwide tax specialty firm KBKG adds another former IRS manager to their team of experts. Mark Bodenstab joins as the firm's Director of Research & Development Tax Credits with over 30 years combined at the IRS and in the private sector.
News: Bank of Southern California NA Names Ian McKay Managing Director
Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the hiring of Ian McKay as Managing Director of Business Banking. He will focus on developing and managing a portfolio of small to medium sized businesses located throughout Orange County.
News: EPIC Insurance Brokers Further Expands Southwest Operations into Arizona
Mortgage and Finance News: (PHOENIX, Ariz.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion of their operations in the Southwest with the hiring of Client Manager Luke Aschermann, Property & Casualty Claims Manager Norma Brehm, and Principal/Senior Client Advocate Belinda Lopes. All join EPIC from Willis Towers Watson.