Management and Career Moves
Home Management and Career Moves
Management and Career Moves News from Mortgage & Finance News magazine
News: KROST CPAs & Consultants Announces Greg Kniss as Chairman of the Board, Jason Melillo as CEO and Keith Hamasaki as...
Mortgage and Finance News: (LOS ANGELES, Calif.) Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.
News: Down Payment Resource welcomes Marcy Ash, AMP, as Director of Strategic Projects
Mortgage and Finance News: (ATLANTA, Ga.) Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced it has appointed Marcy Ash, AMP, as director of strategic projects. In her role at DPR, Ash will manage relationships with state Housing Finance Agencies (HFAs) and spearhead industry partnerships and strategies that help DPR deliver greater value to its customers.
News: Jennifer Oliverio Takes Over Local Edward Jones Branch Office
Mortgage and Finance News: (PUEBLO, Colo.) Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.
News: EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team
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 Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.
News: ReverseVision Recruits Marketing Maven Scott Shepherd to Elevate Brand and Support Growth
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision's marketing department and is responsible for the design and implementation of its new marketing strategy.
News: Paragon Hires Industry Vet for East Coast Expansion
Mortgage and Finance News: (AVON, Conn.) Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Patrick Carroll as senior vice president - Eastern Region, effective January 31, 2022. Carroll brings more than 38 years of property and casualty and workers' compensation experience to his role at Paragon.
News: Alliance Group, a leading national insurance marketing organization, announces a series of promotions for 2022
Mortgage and Finance News: (ATLANTA, Ga.) Alliance Group, a leading national insurance marketing organization (IMO), announced a series of promotions within their ranks, effective immediately. Mark Powell was promoted from Systems Engineer to Chief Strategy Officer,
News: Nomis Solutions Appoints Fintech Veteran George Neal as Chief Product Officer, Promotes Prashant Balepur to SVP, Corporate Strategy and Partnerships
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently announced the appointment of George Neal as chief product officer. In this role, Neal will oversee strategy and development for new and existing products across all Nomis industry verticals.
News: ReverseVision Hires Industry Veteran Steve Butler as Director of Business Development
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added long-time mortgage professional Steve Butler to the company's sales team, who brings more than 35 years of experience to the company. ReverseVision has been adding resources in key functional areas as part of its strategic expansion plan.
News: EnergyCAP Names Lalit Agarwal Vice President, Energy Management and Sustainability
Mortgage and Finance News: (STATE COLLEGE, Pa.) EnergyCAP, LLC, the leading provider of energy management and utility bill processing software, today announced that Lalit Agarwal has been named Vice President, Energy Management & Sustainability.
News: Mid America Mortgage Welcomes Jarred Talmadge to its team of reverse mortgage experts
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced industry veteran Jarred Talmadge has joined Mid America as Western Reverse Mortgage Sales Manager. In this role, Talmadge is responsible for expanding Mid America's reverse mortgage presence in the Western U.S.
News: KJ Stephens Joins EPIC – Further Expands EPIC’s Employee Benefits Practice
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.
News: Promontory MortgagePath promotes Kevin Wheeler to managing director
Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Kevin Wheeler to managing director of product and engineering. Wheeler previously held the position of director of backend engineering at Promontory MortgagePath.
News: Mortgage Coach promotes Jacob Gibbs to VP, Technology and Shannon Baldwin to VP, Marketing
Mortgage and Finance News: (IRVINE, Calif.) Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing.
News: Ahwatukee Realtor, Mike Holt, Joins COR Consultants
Mortgage and Finance News: (PHOENIX, Ariz.) COR Consultants is pleased to announce that Mike Holt has joined the team as a real estate agent. Mike Holt is an Ahwatukee Realtor who has a degree in Computer Science and past experience managing teams at Amazon.
News: Choyce Peterson Hires Scott J. Lipow as Senior Associate
Mortgage and Finance News: (NORWALK, Conn.) Choyce Peterson, Inc., a full service commercial real estate brokerage firm, announced that Scott J. Lipow has joined the brokerage team as Senior Associate. Lipow will join Choyce Peterson's Capital Markets team, focusing on investment opportunities throughout Fairfield and Westchester Counties.
News: ReverseVision Adds Two New Hires to Support Expansion of Functional Areas and Corporate Infrastructure
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal functions and prepping the company to scale.
News: Mid America Mortgage welcomes Dennis Loxton as national sales manager in its reverse mortgage division
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced it has hired Dennis Loxton as national sales manager in the company's reverse mortgage division. A veteran of the reverse mortgage industry, Loxton joins Mid America from Liberty Reverse Mortgage, where he ran the Eastern wholesale division as regional vice president.
News: Promontory MortgagePath Promotes Dean McCall into its C-Suite as Chief Information Officer
Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Dean McCall from managing director of development operations and data to chief information officer (CIO).
News: Mid America Mortgage Hires Gary D. McKiddy as Chief Risk Officer
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has rejoined the organization in the role of Chief Risk Officer (CRO). McKiddy will leverage his nearly 40 years of experience in corporate financial management across multiple verticals, including mortgage banking, to help Mid America Mortgage manage risk and improve operations amidst the ongoing expansion of its product line.
News: Crawford McInnis Named Chief Sales Officer – Appointment will Lead EPIC to Next Level of Sales Excellence
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.
News: ReverseVision Appoints Industry Veteran Bill Mitchell Chief Revenue Officer
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it has hired Bill Mitchell as chief revenue officer (CRO).
News: EnergyCAP Appoints Thomas R. Patterson, Jr. as Chief Executive Officer
Mortgage and Finance News: (BOALSBURG, Pa.) EnergyCAP, LLC (ENC), the leading provider of data and analytics software for energy and utility bill management, today announced that Thomas R. Patterson, Jr. (Tom) has been named as Chief Executive Officer (CEO) of the company. Steve Heinz, who founded the company in 1982, will retire from his role as CEO but will continue in an advisory capacity as a member of the Board of Directors.
News: Dawn Taylor, former President of Centricity, has joined After, Inc. as Chief Revenue Officer
Mortgage and Finance News: (NORWALK, Conn.) After, Inc., the global leader in Warranty Services since 2005, just announced that Dawn Taylor will be joining the company as Chief Revenue Officer. Dawn brings more than 27 years of warranty and service contract experience, serving as President of Centricity for the last 9 years. Her background and experience will be instrumental in leading the expansion of After, Inc.'s Warranty Services business, and its newly launched QuickSuite Platform.
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.