Management and Career Moves
Home Management and Career Moves
Management and Career Moves News from Mortgage & Finance News magazine
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.
News: Mace Innovations Hires Chris Giles as Director of Business Development
Mortgage and Finance News: (SALT LAKE CITY, Utah) Mace Innovations announced today that it has brought in Chris Giles as Director of Business Development. Mace Innovations' suite of automation products allows companies to streamline time consuming tasks like data input and document delivery, freeing up employees to get more done.
News: ARMCO Expands Business Development Team – Industry veteran Mike Ehring to expand client base across several verticals
Mortgage and Finance News: (POMPANO BEACH, Fla.) ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has hired industry veteran Mike Ehring as senior director of business development.
News: EPIC adds Benefits Consultant Dennis Park in Irvine CA
Mortgage and Finance News: (IRVINE, Calif.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Dennis Park has joined the firm as Vice President, Employee Benefits.
News: Kathleen Floryan Joins eXp Realty – focusing on Ponte Vedra Beach, Florida and Surrounding Communities
Mortgage and Finance News: (PONTE VEDRA BEACH, Fla.) Kathleen Floryan announced today that she has joined eXp Realty, the largest residential real estate brokerage by geography in North America, and the first and only real estate brokerage in all 50 U.S. states.
News: VLP Law Group Announces the Addition of Rob Buccieri and the Launch of a Litigation and Dispute Resolution Practice Group
Mortgage and Finance News: (PALO ALTO, Calif.) VLP Law Group LLP is pleased to announce that Rob Buccieri has joined as a partner in the firm's newly formed Litigation and Dispute Resolution Practice Group. Mr. Buccieri brings over twenty years of experience and is based in the San Francisco Bay Area.
News: Bank of Southern California, N.A. Names Robby Piper Senior 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, is pleased to announce that Robby Piper has joined the company as Senior Managing Director, Business Banking. He will be responsible for expanding Bank of Southern California's client base.
News: EPIC adds Awareness and Communications Professionals Jon Williams, TJ Rosenberg and Dale Smith
Mortgage and Finance News: (ATLANTA, Ga.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the hiring of Jon Williams, TJ Rosenberg, and Dale Smith to lead the Awareness & Communications Practice as Managing Directors within EPIC Risk Consulting.
News: SimpleNexus Bolsters Senior Leadership Team to Support Expanding Roster of Mortgage Lender Clients
Mortgage and Finance News: (LEHI, Utah) SimpleNexus (simplenexus.com), developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that it has bolstered its senior leadership team with the appointments of three vice presidents to support the company's rapidly expanding roster of mortgage lender clients.
News: EPIC adds New Benefits Consulting Team in Houston TX
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the hiring of Principal Ed Oravetz, Principal Keith McNeely, Principal David Potts, Client Executive Elisha Johnson and Client Manager Marilu Alejandre.
News: Bank of Southern California NA Names Kamran Khosrovani Branch 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, announced today that it has hired Kamran Khosrovani as Branch Managing Director of Business Banking in Los Angeles. He will focus on client acquisition and retention as Bank of Southern California looks to further expand its presence throughout the greater Los Angeles region.
News: Paragon Strengthens Winery and Brewery Programs with the Promotion of Brendan Wright and addition of Nick Faragasso
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the addition of insurance professional Nick Faragasso and the promotion of Brendan Wright.
News: Strategic Benefits Advisors Taps Leslie Olds as Senior Benefits Consultant
Mortgage and Finance News: (ATLANTA, Ga.) Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has hired veteran retirement plans leader Leslie Olds for the role of senior benefits consultant. A retirement benefits consultant of 28 years, Olds will advise SBA's plan sponsor clients on managing all aspects of their broad-based and executive retirement programs, including financing, design, implementation, administration and compliance.
News: Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor
Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.
News: ACEC Business Insurance Trust and Greyling/EPIC Announce New Trustee Appointment
Mortgage and Finance News: (WASHINGTON, D.C.) The American Council of Engineering Companies (ACEC) Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today that Paul Boyce, P.E., PG, has been appointed a Trustee for the ACEC Business Insurance Trust.
News: Paragon Further Strengthens Operations with its Promotion of Erik Kriens to Regional President in the West
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the promotion of Erik Kriens to Regional President. Kriens is based in Paragon's San Francisco office and reports directly to Paragon CEO and Co-founder Ron Ganiats.
News: Bank of Southern California NA Names Sean Dlal Managing Director of Business Banking
Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Sean Dlal has joined the company as Managing Director of Business Banking in Del Mar. He will be responsible for expanding Bank of Southern California's client base by actively seeking new business opportunities in the San Diego region.
News: Adam Glick Appointed Principal of 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 Adam Glick has been appointed Principal of the firm's operations in New York. Glick is based in EPIC's New York, NY office and reports to Phil Remig, New York City President & COO.
News: MQMR Hires Mortgage Compliance Executive Jeff Christensen as Vice President of Sales
Mortgage and Finance News: (LOS ANGELES, Calif.) Mortgage Quality Management and Research, LLC (MQMR) announced today that it has hired Jeff Christensen as Vice President of Sales. In this role, Christensen will be responsible for leading sales, driving new business opportunities and expanding awareness of the MQMR brand in the market.
News: ARMCO Bolsters C-Suite by Hiring Kyle Kehoe as Chief Revenue Officer
Mortgage and Finance News: (POMPANO BEACH, Fla.) ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has hired Kyle Kehoe as chief revenue officer. Kyle's focus will be accelerating ARMCO's organic revenue growth.
News: Mortgage Capital Trading Bolsters Executive Management Team with Addition of Leslie Winick as Chief Strategy Officer
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Leslie Winick has joined the company as Chief Strategy Officer (CSO). In this newly created position, Ms. Winick will play an integral role in helping MCT hone its strategic direction, further increase market share, manage rapid growth, and delight clients.
News: OpenClose Bolsters Sales Team with Addition of Mortgage Software Veteran Tom Buenz
Mortgage and Finance News: (WEST PALM BEACH, Fla.) OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Tom Buenz has joined the company in the position of vice president, enterprise sales. In this role, Mr. Buenz will help satisfy an increasing demand for OpenClose's LOS, digital mortgage point-of-sale (POS) solution and ancillary software products.
News: Bank of Southern California NA Appoints Rick Beatty Vice President, Underwriter
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 named Rick Beatty Vice President, Underwriter. He will be responsible for structuring, analyzing and underwriting commercial credit for small to middle market companies as well as managing an existing portfolio of clients.