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: FormFree announces Former JPMorgan Chase Division CEO Kevin Watters joins its Board of Directors

Mortgage and Finance News: (ATHENS, Ga.) FormFree® today welcomed Kevin Watters to its board of directors. Watters is a payments, mortgage lending and business banking leader known for his ability to successfully and rapidly scale financial services businesses through operational and technology transformation.

News: Springer Realty Group Names Stu Schulman as President

Mortgage and Finance News: (EXTON, Pa.) Springer Realty Group is pleased to announce the hiring of Stu Schulman as its new president. Stu joins the company after serving as Vice President, Client Relationships & Sales at MOBE, a healthcare service that partners with employers and insurers to help people achieve their health and wellness goals.

News: Luma Wealth Has Formed an Advisory Council

Mortgage and Finance News: (CLEVELAND, Ohio) Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

News: Agri-Investment Services Hires Willamette Valley Representative

Mortgage and Finance News: (SALEM, Ore.) Agri-Investment Services recently employed Kendall Vasek-Jones as their Willamette Valley Representative in Oregon. Ms. Vasek-Jones has degrees in Viticulture-Enology and Wine Business Management from Washington State University and was previously employed by Chateau Ste. Michelle in Washington.

News: EPIC Adds Sam Wagener as Principal – Further Strengthens P&C and Captive Capabilities in West Region

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 Sam Wagener has joined the firm.

News: Agri-Investment Services Hires Central Oregon Representative

Mortgage and Finance News: (SALEM, Ore.) Agri-Investment Services recently employed George Riggins as their Central Oregon Representative. Mr. Riggins has a degree in Business Marketing from Carolina University and was previously employed as a market analyst for Fiat Chrysler and as a marketing executive for the Zane Firm.

News: Strategic Benefits Advisors welcomes Kah-Lee Wong as senior benefits consultant

Mortgage and Finance News: (ATLANTA, Ga.) Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced that Kah-Lee Wong, FSA, EA, MAAA, has joined the firm as a senior benefits consultant. In this role, Wong will work closely with organizations to provide actuarial consulting services and solve challenges related to their employee benefits plans.

News: LBA Ware taps STRATMOR Group alum Angie Middlebrook for mortgage software implementation role

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, announced it has added mortgage industry expert Angie Middlebrook as a software implementation consultant.

News: Nomis Solutions Builds First-String Team to Spearhead Mortgage Initiatives

Mortgage and Finance News: (SAN FRANCISCO, Calif.) Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has added several new sales and marketing hires to support its mortgage pricing and profitability management initiatives and competitive intelligence technology.

News: Paragon Insurance Names Christian Phillips as President of Contingency Practice

Mortgage and Finance News: (AVON, Conn.) Paragon Insurance Holdings LLC, a national multiline specialty managing general agent (MGA), has named Christian Phillips as President of its newly created Paragon Contingency Practices.

News: MCT Dives into Q2 with Two New Industry Leaders to Support Growth

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced Mike Robertson and Justin Putz have joined the company in the roles of Senior Regional Sales Director and Midwest Regional Sales Director respectively.

News: Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client Strategy

Mortgage and Finance News: (ATLANTA, Ga.) Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced it has added mortgage and marketing expert Rick Webster as VP of client strategy.

News: Nomis Solutions Appoints FinTech Veteran Joe Zeibert as Vice President, Head of Mortgage Product and Strategy

Mortgage and Finance News: (SAN FRANCISCO, Calif.) Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced today the promotion of FinTech expert Joe Zeibert to vice president, head of mortgage product and strategy.

News: SimpleNexus Welcomes Andria Lightfoot as Vice President of Professional Services

Mortgage and Finance News: (LEHI, Utah) SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the hire of mortgage industry veteran, Andria Lightfoot, PMP, CSM, as vice president of professional services.

News: MondoBrain Announces Settlement – Company severs all ties to Augustin Huret

Mortgage and Finance News: (NEW YORK, N.Y.) The shareholders of MondoBrain have brought to a successful close a derivative lawsuit against its former CEO. As a result of a mutual settlement agreement, Augustin Huret is no longer affiliated with the company and has no ownership stake.

News: FormFree Welcomes Paul Finch, Former Early Warning CEO, to Its Board of Directors

Mortgage and Finance News: (ATHENS, Ga.) FormFree today announced the appointment of payments and banking fintech pioneer Paul Finch to its board of directors. Finch is best known for his 16-year tenure as CEO of Early Warning Services (Early Warning).

News: Keith Eckhardt Takes Over Colorado Springs Edward Jones Branch Office

Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

News: Jeremy Lawson Joins EPIC Contingency Risk Practice as Managing Practice

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants announced today that Jeremy "Jez" Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group.

News: FormFree Elects Mortgage Banking Authority James Deitch, CPA, CMB to Board of Directors

Mortgage and Finance News: (ATHENS, Ga.) FormFree today announced the election of serial entrepreneur, mortgage banking executive and author James Deitch, CPA, CMB, to its board of directors. Deitch, a mortgage industry veteran of three decades, has counseled over 200 financial services businesses, served as president and CEO of five federally chartered banks and served on advisory panels for Fannie Mae (OTCMKTS: FNMA), Freddie Mac (OTCMKTS: FMCC), Truist (NYSE: TFC) and Wells Fargo (NYSE: WFC).

News: Personal Injury Attorney Rachel Anthony Has Joined LeMaster & Ahmed PLLC Law Firm

Mortgage and Finance News: (THE WOODLANDS, Texas) LeMaster & Ahmed PLLC has announced that Rachel Anthony, a personal injury attorney, has recently joined their Houston area office of LeMaster & Ahmed PLLC. The law firm focuses on personal injury cases and has offices in The Woodlands, Texas and Plano, Texas.

News: KBKG Welcomes Two New Directors to Atlanta-Based Operation

Mortgage and Finance News: (ATLANTA, Ga.) Nationwide tax specialty firm KBKG hired two new Directors, Amar Patel and Ian Williams, as part of their Southeast practice. Both Directors join KBKG with over 25 years of combined experience in Cost Segregation and Research & Development Tax Credits, two key services offered by the firm to CPAs and businesses.

News: EPIC Announces Leadership Structure Realignment

Mortgage and Finance News: (ATLANTA, Ga.) EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.

News: EPIC Adds Allen Baker as Senior Risk Consultant

Mortgage and Finance News: (BIRMINGHAM, Ala.) EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.

News: Top of Mind Elevates Nick Belenky to Chief Revenue Officer

Mortgage and Finance News: (ATLANTA, Ga.) Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind's marketing, sales and customer experience teams.

News: Promontory MortgagePath Appoints Savita Ilango as Chief Financial Officer

Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has hired Savita Ilango as chief financial officer. A financial industry veteran, Ilango brings unique perspectives for helping Promontory MortgagePath continue both on its growth trajectory and toward achieving its mission of changing the way lenders approach their mortgage business.

News: KBKG Welcomes Three New Principals to Their Cost Segregation and Research & Development Tax Credit Services

Mortgage and Finance News: (PASADENA, Calif.) Nationwide tax specialty firm KBKG promoted Eddie Price to Principal of Cost Segregation Services, as well as Paul McVoy and Jonathan Tucker to Principals of Research & Development Tax Credit Services.

News: Los Angeles Based CPA Firm Announces New Principal, Stacey R. Korman, CPA, MST

Mortgage and Finance News: (PASADENA, Calif.) KROST CPAs and Consultants, the Los Angeles based firm, has announced a new Principal, Stacey R. Korman, CPA, MST. Stacey has extensive experience in assurance & advisory and accounting services and since joining the firm she has led the accounting and audit departments.

News: EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.

News: ACES Quality Management Recruits Mortgage Compliance Expert Amanda Phillips as Latest Executive Vice President

Mortgage and Finance News: (DENVER, Colo.) ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has selected Amanda Phillips as executive vice president of compliance.

News: Mid America Mortgage Hires Katherine Carlsen as Underwriting Manager

Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. announced today that mortgage industry veteran Katherine Carlsen has joined the company as underwriting manager. In her new role, Carlsen will utilize her more than 30 years of mortgage industry experience to lead underwriting for Mid America, enabling the company to sustain its track record of compliant loan origination while maintaining its industry-leading turn times.