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: Bank of Southern California N.A. Names Laura H. Araluce Vice President, Branch 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, 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.

News: Bank of Southern California, N.A. Expands Los Angeles Banking Team with the Addition of Three Branch Managers

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.

News: The ACEC Business Insurance Trust Announces Leadership Changes and New Trustee Appointments

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.

News: EPIC Insurance Brokers adds Anthony Craig Morelos in Austin TX

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.

News: EPIC Insurance Brokers adds Sam Siddons in Austin Texas

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.

News: EPIC Insurance Brokers adds Jeremiah Glassford, JD in Birmingham, Alabama

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.

News: PowerGuard Adds Top Warranty and Service Agreement Specialist Dan Cantafi in Connecticut

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.

News: Bank of Southern California NA Names Catherine Puckett VP, Business Development Manager

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 Catherine Puckett has joined the company as Vice President, Business Development Manager. She will be responsible for expanding Bank of Southern California's business banking client base by actively seeking new business opportunities in the San Diego region.

News: EPIC Insurance Brokers add Josh Close in Birmingham, Alabama

Mortgage and Finance News: (BIRMINGHAM, Ala.) EPIC Insurance Brokers and Consultants ("EPIC") announced today that Josh Close has joined the firm's Birmingham-based national energy construction practice as a client services coordinator, reporting to EPIC Principal Brian Tanner.

News: Paragon Insurance Holdings Expands Operations in San Diego with addition of Robert Etzler and opening of new offices

Mortgage and Finance News: (SAN DIEGO, Calif.) Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced its expansion in San Diego, Calif. with the opening of new offices at 401 B Street in downtown San Diego and the hiring of top local insurance professional Robert Etzler, under the leadership of Paragon regional president, Andrew Petersen.

News: MorVest Capital Hires Ruth Lee as Executive Vice President for Expansion of Mortgage Liquidity and MSR Advisory Services

Mortgage and Finance News: (SUGAR LAND, Texas) David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, today announced its addition of Executive Vice President Ruth Lee.

News: Business Development and Relationship Management Specialist Julia Moore Joins EPIC in Sacramento CA

Mortgage and Finance News: (SACRAMENTO, Calif.) EPIC Insurance Brokers & Consultants ('EPIC') announced today that new business sales and relationship management professional Julia Moore has joined the firm's operations in Sacramento as Vice President, New Business Development.

News: LBA Ware Recruits Mortgage Process Improvement Specialist Jessica Henke as Solutions Consultant

Mortgage and Finance News: (MACON, Ga.) LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has hired Jessica Henke as a solutions consultant to support the company's implementation consulting and client success efforts. Henke will leverage her two decades of accounting and business process improvement expertise in mortgage lending to bring LBA Ware clients streamlined business workflow solutions and enhanced operational insights.

News: EPIC adds Sarmad Naqvi to its Private Client Practice in Northern California

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants ('EPIC') today announced that risk management and insurance professional Sarmad Naqvi has joined the firm's Private Client Insurance operations in Northern California, specializing in providing comprehensive, cost effective risk management and insurance protection to high net worth individuals and their families.

News: EPIC Insurance adds Eric Kitei as a Principal in Southern California

Mortgage and Finance News: (LOS ANGELES, Calif.) EPIC Insurance Brokers and Consultants ('EPIC') announced today that risk management and insurance professional Eric Kitei has joined the firm's operations in Southern California as a Principal, focusing on the unique needs of auto dealers and others in the automotive industry.

News: EPIC Adds John Check in Pittsburgh, Pa.

Mortgage and Finance News: (PITTSBURGH, Pa.) EPIC Insurance Brokers and Consultants ('EPIC'), a retail property and casualty insurance brokerage and employee benefits consultant, today announced the addition of benefits consulting professional John Check as a Senior Consultant in the firm's Employee Benefits Consulting Division.

News: Paragon Insurance Holdings LLC Adds Tonya Fuller and Ashley Forslund to Winery and Brewery Team

Mortgage and Finance News: (NAPA, Calif.) Paragon Insurance Holdings LLC, a national multi-line specialty Managing General Agency (MGA) based in Avon, Conn., today announced that Tonya Fuller has joined the firm as Vice President, Winery and Brewery. Additionally, Ashley Forslund has become a member of the Paragon team in the role of Senior Underwriter, Winery and Brewery, working in close collaboration with Fuller.

News: ARMCO Promotes Sharon Reichhardt to Vice President of Client Success

Mortgage and Finance News: (POMPANO BEACH, Fla.) ACES Risk Management (ARMCO), the leading provider of enterprise transaction and loan risk mitigation software solutions, has announced that former director of client services Sharon Reichhardt has been promoted to vice president of client success.

News: Brian Chu, CIC, CLCS Joins EPIC Insurance in Southern California

Mortgage and Finance News: (LOS ANGELES, Calif.) EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Brian Chu has joined the firm's operations in Southern California as a Vice President. Chu will join the EPIC practice group led by Principal Rose Nordbrock and will be based in EPIC's Downtown Los Angeles office, reporting to Jim Gillette, President of EPIC's Pacific South Region.

News: United Fidelity Funding West Hires Victoria Dunn as National Wholesale Account Executive

Mortgage and Finance News: (IRVINE, Calif.) United Fidelity Funding West (UFFWest), a rapidly growing national mortgage banker, announced that it added Victoria Dunn to its wholesale lending team of account executives. Ms. Dunn possesses a demonstrated history in negotiation, business development, account management, direct sales, product marketing, technology, and essentially all facets of mortgage lending.

News: Ryan Sims and Alex Megenis Join Wholesale Trading Insurance Services, LLC (WTIS)

Mortgage and Finance News: (NEW YORK, N.Y.) Wholesale Trading Insurance Services, LLC (WTIS) today announced that Ryan Sims has joined the firm as Vice President / Casualty Broker in San Francisco, while Alex Megenis has joined as Vice President / Property-Casualty Broker in New York.

News: OpenClose Recruits LOS Development Expert Joseph Wade to Further Innovate and Enhance Existing Software Solutions

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 has added senior software LOS and mortgage software development expert Joseph Wade to its growing development team. Joseph was previously at Finastra (formerly D+H) and will play an integral role in software innovation and enhancements at OpenClose.

News: EPIC Adds Michael McNulty as Wine and Beverage Practice Leader in San Francisco

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants announced today that risk management and insurance brokerage veteran Michael McNulty has rejoined the firm as Managing Principal and Wine & Beverage Practice Leader. McNulty will be based in San Francisco and report to Curt Perata, EPIC's Pacific North Region President.

News: ARMCO Hires Industry Veteran Nick Volpe as Chief Strategy Officer

Mortgage and Finance News: (POMPANO BEACH, Fla.) ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, has announced that it has hired Nick Volpe as chief strategy officer. Volpe's expertise stems from over 23 years of mortgage operational and QC experience.

News: EPIC Holdings Adds Janine Walter, SPHR, SHRM-SCP as Chief Talent Officer

Mortgage and Finance News: (STAMFORD, Conn.) EPIC Holdings, Inc. (parent company of EPIC Insurance Brokers and Consultants) has announced the addition of industry leading human capital professional Janine Walter, SPHR, SHRM-SCP who will join as the firm's Chief Talent Officer and become a member of the EPIC Executive Committee. For the past 11 years Walter has held senior executive positions at major insurance intermediaries.

News: Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes Join EPIC Insurance in Southern California

Mortgage and Finance News: (LOS ANGELES, Calif.) EPIC Insurance Brokers and Consultants (EPIC) announced today that risk management and insurance professionals Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes have joined the firm's operations in Southern California.

News: Bank of Southern California NA Hires Market Executive to Grow the Bank’s Presence in 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 Gaylin Anderson has joined the company as Executive Vice President, Market Executive in Southern California. He will be responsible for leading Bank of Southern California's regional presence by actively seeking new business opportunities while expanding upon current relationships.

News: Mortgage QC Executive Jeremy Burcham to Lead Sales Efforts for TRK Connection’s Insight RDM Platform

Mortgage and Finance News: (SALT LAKE CITY, Utah) TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that it has hired Jeremy Burcham as Executive Vice President of Sales. Burcham will leverage his 10+ years of experience in mortgage quality control (QC), compliance, credit policy, due diligence and technology to refine TRK's sales and marketing strategy for its suite of solutions, including its flagship mortgage QC audit platform Insight Risk & Defect Management (RDM).

News: EPIC Insurance Adds Diane Montelione to Financial Risk Practice in New York

Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants announced today that financial and professional risk management and insurance veteran Diane Montelione has joined the firm's Financial Risk Practice as a senior vice president. She will be based in New York and report to managing principal and Financial Risk Practice Leader, Michael Klaschka.

News: TeamSnap Appoints New Chief Financial Officer

Mortgage and Finance News: (BOULDER, Colo.) TeamSnap, the household name in integrated sports management, announced today that Todd Stockard has been appointed the company's new Chief Financial Officer. Stockard will oversee TeamSnap's financial strategy as the company continues its rapid expansion with the introduction of new products, platforms and partnerships.