Management and Career Moves
Home Management and Career Moves
Management and Career Moves News from Mortgage & Finance News magazine
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.
News: SimpleNexus Names Richard Jackman VP of Marketing
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 it has hired Richard Jackman to its executive team as vice president of marketing.
News: MCT Bolsters MSR Division with Hire of David Burruss to Address Demand for MSR Services
Mortgage and Finance News: (SAN DIEGO, Calif.) MCT® announced that David Burress has joined the company in the position of MSR Sales Director, directly addressing the increase in market demand for MCT's MSR products. The hiring of Mr. Burruss ensures MCT can continue serving the needs of their MSR clients.
News: Samuel Howe Tapped as New Alliance Group CMO
Mortgage and Finance News: (ATLANTA, Ga.) Alliance Group, a national insurance marketing organization (IMO), announced Monday that Samuel Howe has been tapped to succeed Lee Duncan as its Chief Marketing Officer, effective immediately. Duncan had previously occupied the CMO role before his own promotion to President and CEO back in November.
News: Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors
Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.
News: DDK and Company Welcomes Sze Man Tam as Partner: First Asian-American to Take on this Role
Mortgage and Finance News: (NEW YORK, N.Y.) DDK & Company, LLP, an accounting, tax, and consulting firm, announced on January 1 that Sze Man Tam has been promoted to Partner. In her new role, Sze will be leading DDK's Audit department, helping clients grow and improve their businesses, and developing DDK's next generation.
News: Mid America Mortgage Promotes Jemma Pachiano to Chief Operating Officer
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today it has promoted former National Support and Training Director Jemma Pachiano to Chief Operating Officer (COO).
News: ReverseVision Announces New CEO Joe Langner
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 the promotion of its president Joe Langner to president and chief executive officer. In this expanded role, Langner will lead ReverseVision's mission to empower America's seniors to use home equity as part of retirement finance.
News: Promontory MortgagePath Recruits Elisha Werner as Chief Compliance 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 recruited Elisha Werner as chief compliance officer, mortgage operations.
News: The Alliven Group Names Ari Rosenblum as Vice President of Asset Management
Mortgage and Finance News: (LAKEWOOD, N.J.) The Alliven Group, a leading New Jersey-based real estate firm, has named Ari Rosenblum Vice President of Asset Management. Mr. Rosenblum will play a crucial role in strategy execution for joint venture partners and The Alliven Group's investment portfolio of multifamily properties across the United States.
News: Dana Dillard to Join Housing Finance Strategies
Mortgage and Finance News: (WASHINGTON, D.C.) Housing Finance Strategies President Faith Schwartz today announced that industry leader and award-winning mortgage executive Dana Dillard will join her firm as leader of its diversity and inclusion practice and a principal in its expanding advisory services practice.
News: Chris Lorino Returns to Strategic Benefits Advisors as Defined Benefit Administration Team Leader
Mortgage and Finance News: (ATLANTA, Ga.) Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today welcomed retirement plan consultant Chris Lorino as leader of the firm's defined benefit (DB) administration team. Lorino possesses 30 years' experience providing benefits consulting, trust administration and relationship management services to DB and defined contribution (DC) plan providers.
News: Promontory MortgagePath Expands Team, Hires Regional Vice Presidents of Sales Diane Capers and Greg Bruns
Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced it has hired Diane Capers and Greg Bruns as regional vice presidents in the company's sales division.
News: Lee Duncan Succeeds John Craft, Becomes Second CEO of Alliance Group
Mortgage and Finance News: (LAWRENCEVILLE, Ga.) Alliance Group, a national insurance marketing organization (IMO), announced Monday that it has appointed Lee Duncan as the new President and Chief Executive Officer of the company. Duncan previously occupied the role of Chief Marketing Officer.
News: Edward Jones Adds Financial Advisor Keith Eckhardt
Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.
News: LBA Ware Recruits Kim Schnieders to Propel Sales Strategy, Accelerate Rapid Business Growth Among Mortgage Bankers
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 today it has hired sales executive Kim Schnieders as senior sales consultant. Schnieders will support the expansion of LBA Ware's business development strategy during its rapid growth, driving revenue and supporting the influx of mortgage lenders implementing its award-winning technology.
News: SimpleNexus Selects Mortgage Technology Expert Tracy Farber as Director of Solution Engineering
Mortgage and Finance News: (LEHI, Utah) SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has recruited Tracy Farber as its director of solution engineering.
News: Promontory MortgagePath Hires Theresa Sloan as Managing Director, National Mortgage Operations
Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has hired industry veteran Theresa Sloan as Managing Director, National Mortgage Operations.
News: FormFree Adds SaaS Executive Tyler Brantley as Director of Implementation
Mortgage and Finance News: (ATHENS, Ga.) FormFree has hired SaaS sales executive Tyler Brantley as director of implementation. In this role, Brantley will serve as the internal liaison between FormFree's sales and operations teams and support revenue growth by working to ensure an ideal onboarding experience for every FormFree customer.
News: SimpleNexus Taps Board Member Cathleen Schreiner Gates as Company President
Mortgage and Finance News: (LEHI, Utah) SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the appointment of Board Member Cathleen Schreiner Gates as company president.
News: FormFree Promotes Cindy Snow to Chief Operating Officer (COO)
Mortgage and Finance News: (ATHENS, Ga.) FormFree has promoted Cindy Snow to the position of Chief Operating Officer (COO). In her role as COO, Snow will craft efficient systems that elevate FormFree's performance while directly overseeing business operations, product management, business intelligence, integrations and customer support.
News: Mid America Mortgage Hires Julas Hollie as Correspondent Division Sales Director
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today that Julas Hollie has joined the company as sales director for Mid America's Correspondent Lending division. In this role, Hollie is responsible for increasing loan acquisitions through strategic marketing and customer outreach.