Management and Career Moves

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.

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.

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.

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.

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.

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.

Mortgage and Finance News: (CHALFONT, Pa.) A Pennsylvania-based mortgage company, New Britain Mortgage, LLC, a subsidiary of Merck Sharp & Dohme Federal Credit Union (MSDFCU), is excited to announce that Brian Giardino has joined the firm as CEO. Giardino has nearly 25 years of financial services and mortgage lending experience.

Mortgage and Finance News: (ATLANTA, Ga.) McWhirter Realty Partners, a comprehensive real estate services firm offering brokerage, asset management, property management, development and advisory services, today announced it has hired Susan C. Dorr as Chief Operating Officer.

Mortgage and Finance News: (NEWPORT BEACH, Calif.) NotaryCam, leader in online notarization and the original provider of mortgage eClosing solutions, today announced that the company has hired digital mortgage specialist Kelly Purcell as Executive Vice President of Marketing and Business Development.

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, Calif., announced the promotions of Margaret Rheinwald to Senior Vice President, Controller and Sharokin Badal to Senior Vice President, Treasury Services. The promotions reflect their years of service with the bank and their meaningful contributions to support the company's ongoing growth and expansion.

Mortgage and Finance News: (SACRAMENTO, Calif) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that insurance industry veteran Kevin Harnetiaux has joined the firm as Senior Vice president and Chief Operating Officer of EPIC's Sacramento Region, including Sacramento, Calif., Gold River, Calif., and Reno, Nev.

Mortgage and Finance News: (DALLAS, Texas) Ainsworth Advisors, LLC, a group of veteran mortgage industry leaders offering strategic and tactical advice, helping improve efficiencies and developing strong leadership teams for world-class mortgage lending businesses, today announced it has deepened its bench strength with unparalleled expertise in key operations and planning areas.

Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. Owner and Chief Executive Officer Jeff Bode announced the firm has retained Pam Misner as Underwriting Manager. With nearly 30 years of mortgage expertise, Misner will direct Mid America's mortgage loan underwriting and collaborating on the expansion of origination and production teams for Mid America's West Coast branches.

Mortgage and Finance News: (WEST PALM BEACH, Fla.) OpenClose, an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it hired Mark Michel, an industry veteran in enterprise-level mortgage technology systems.

Mortgage and Finance News: (NEW YORK, N.Y.) Frenkel Benefits - an EPIC Company announced today that employee benefits, risk management and insurance professional Nicholas Tunno has joined the firm in New York as a Principal.

Mortgage and Finance News: (NEW YORK, N.Y.) Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Joseph Ferber has joined the firm's operations in New York as a Principal.

Mortgage and Finance News: (PALO ALTO, Calif.) VLP Law Group LLP ('VLP') is pleased to announce that patent attorney Jim White has joined the firm's Intellectual Property Practice Group as a partner based in Seattle, Washington. Prior to becoming a software patent attorney, Mr. White worked as a software engineer in Silicon Valley for over six years.

Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants announced today that Matt Lumelleau has joined the firm's Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

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, is pleased to announce that Helen Johnson has joined the company as Senior Vice President, Loan Administration Manager.

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 Ann Torrico as Managing Director in Los Angeles. She will be responsible for expanding Bank of Southern California's market presence by actively seeking new business opportunities in the Greater Los Angeles region with a focus in West Los Angeles and South Bay.

Mortgage and Finance News: (ATLANTA, Ga.) Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the appointment of Lesley Posey to the position of benefits consultant. In this role, Posey will provide pension and retiree medical plan sponsors with a full array of actuarial and strategic advisory services, including administration services for defined benefit plans.

Mortgage and Finance News: (ATLANTA, Ga.) Paladin Advisory Services, LLC, is pleased to announce that mortgage loan quality subject matter expert John Gray, CFE, CAMS, has joined its team. Gray will drive Paladin's forensic loan file review programs and enhance its offerings in strategic guidance and training for mortgage lenders.

Mortgage and Finance News: (17-1117-bank-of-so-calif-696x522.jpg) Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Soly Cangarlu Vice President, Branch Manager. She will be responsible for developing client relationships and expanding the bank's presence in West Los Angeles.

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, is pleased to announce that Laura H. Araluce has joined the company as Vice President, Branch Manager. She will be responsible for growing Bank of Southern California's presence 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, Calif., announced the addition of three tenured Branch Managers to support the company's recent expansion into Los Angeles County.

Mortgage and Finance News: (WASHINGTON, D.C.) The American Council of Engineering Companies Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today leadership changes within the Trust as well as new Trustee appointments. Current Trustees Robin S. Greenleaf, P.E., LEED AP, Robert A. Overfield, P.E., and Michael D. Klingner, P.E. have assumed new leadership roles for the ACEC BIT.

Mortgage and Finance News: (AUSTIN, Texas) EPIC Insurance Brokers and Consultants announced today that Craig Morelos has joined the firm's Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

Mortgage and Finance News: (AUSTIN, Texas) EPIC Insurance Brokers and Consultants ('EPIC') announced today that Sam Siddons has joined the firm's Property & Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

Mortgage and Finance News: (BIRMINGHAM, Ala.) EPIC Insurance Brokers and Consultants (EPIC) today announced that attorney Jeremiah Glassford has joined the firm's Birmingham-based National Energy Construction practice as a Senior Client Executive, reporting to EPIC Managing Principal Crawford McInnis.

Mortgage and Finance News: (GLASTONBURY, Conn.) PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States - announced today the addition of warranty and service agreement specialist Dan Cantafi as the firm's Senior Vice President of Sales and Marketing. He will be based in Glastonbury, Conn. and report to PowerGuard's Co-Founder, Mike McMullen and COO Scott Gunnison.