News Topic: San Francisco Business
News: Empowering Women in Finance: Financial Women of San Francisco Announces Scholarship Winners
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Financial Women of San Francisco (FWSF), an organization dedicated for more than 60 years to advancing the careers of women, names ten students from Bay Area colleges and universities as its 2024 scholarship recipients. FWSF has awarded over $3 million in scholarships over the past 35 years to more than 325 Bay Area women.
News: A PAGA Victory to Bring in the New Year: Trial Court Holds LWDA Responsible for Prevailing Employer’s Costs
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Last week a trial court in Alameda County entered an order permitting Hobby Lobby Stores, Inc. to recover nearly $125,000 in costs from the California Labor and Workforce Development Agency (LWDA). Hobby Lobby incurred these costs during six years of hard-fought litigation involving claims brought under California's Private Attorneys General Act (PAGA), CDF Labor Law LLP announced today.
News: Nandita Bakhshi to Join Teresa Bryce Bazemore in Conversation at Financial Women of San Francisco’s Annual Event
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Financial Women of San Francisco (FWSF) today announced that Nandita Bakhshi, Special Advisor and Board Member at BMO Financial Group and Former CEO of Bank of the West, will be the guest moderator as FWSF honors Teresa Bryce Bazemore, President and CEO of the Federal Home Loan Bank of San Francisco, at the 2023 Financial Woman of the Year luncheon in San Francisco, CA on Tuesday, November 7, 2023.
News: Nomis Solutions hires Amy Chase as Senior Vice President of Services
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced that client success veteran Amy Chase has been tapped as Senior Vice President of Services. Chase will be responsible for leading implementations of Nomis Solutions and delivering ongoing services to existing clients.
News: Sequoia Real Estate Launches Partnership Program to Support Agent Growth
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Sequoia Real Estate just launched a new partnership program and KeyOpp Real Estate is its first affiliate partner. The program happened somewhat organically as it was in response to one of their agents looking to leverage her experience to grow a company.
News: Eleven Bay Area Women Win 2023 Financial Women of San Francisco Scholarships
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Financial Women of San Francisco (FWSF), an organization dedicated for more than 60 years to advancing the careers of women, names eleven students from Bay Area colleges and universities as its 2023 scholarship recipients. FWSF has awarded more than $3 million in scholarships over the past 35 years to more than 325 Bay Area women.
News: Nomis Solutions Joins FIS Emerald 2023 as Silver Sponsor
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announces its sponsorship of the FIS Emerald 2023 Conference, which will be held May 15-18 at Walt Disney World resorts in Orlando, Fla., hosted by FIS Global, a global leader in financial services technology.
News: Teresa Bryce Bazemore, Inspiring Leader of FHLBank San Francisco, Named FWSF Financial Woman of the Year 2023
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Financial Women of San Francisco (FWSF) today named Teresa Bryce Bazemore as the FWSF 2023 Financial Woman of the Year. Ms. Bazemore is the President and CEO of the Federal Home Loan Bank of San Francisco, whose mission is to provide its members with reliable access to low-cost liquidity, essential financial services and expertise, and resources for affordable housing and economic development.
News: Nomis Solutions Featured in Tech Demo Super Session at Consumer Bankers Association Live Conference in Las Vegas March 27-29
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announces its sponsorship of the Consumer Bankers Association (CBA) annual conference, 'LIVE.' In addition to the sponsorship, Nomis will be one of 10 companies featured in CBA Live's Tech Demo Super Session. The session explores innovations from top financial service providers including Salesforce, Blend and Glia.
News: Mytc.ai Launches Innovative Subscription-Based AI-Powered Transaction Coordination Service for Real Estate Agents
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Mytc.ai™ has officially launched its revolutionary subscription-based transaction coordination service for real estate agents in California. By blending expert licensed transaction coordinators with cutting-edge artificial intelligence (AI) technology, Mytc.ai offers a cost-effective solution that saves agents up to 60% on transaction coordination costs.
News: Sequoia Real Estate Hires Regional Sales Manager to Grow Business and Maintain Unique Culture
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Statewide growth and local expertise - while that may sound like a bit of an oxymoron - it's actually what Sequoia Real Estate has in mind for its future. And Jim Enes, a Bay Area native, is the right person to propel its growth. He's been hired as the company's Regional Sales Manager and brings more than 32 years of experience to the table.
News: EPIC Expands Northern California Presence with Acquisition of SLCO LLC
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC's growing presence in Northern California and adds to its client offerings both regionally and nationally.
News: Absolute Trust Counsel to Hold Free Virtual Trust Administration Event for California CFPs and CPAs
Mortgage and Finance News: (WALNUT CREEK, Calif.) Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors' client services and relationships.
News: Anita Huang Joins EPIC’s Life and Executive Benefits Practice
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 Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.
News: John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division
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 John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.
News: EPIC Adds to Life and Executive Benefits Platform with Acquisition of Dixon Wells, Inc.
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC's geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
News: EPIC Marketing & Design Team Wins Communicator Awards
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 its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing and communications.
News: EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice
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 Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.
News: EPIC Welcomes Shelley Yim
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice.
News: EPIC Expands into New Territory with Acquisition of Treloar & Heisel
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.
News: EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center
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 Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence.
News: Nancy Pfund, Pioneering Leader in Impact Investing, Named FWSF Financial Woman of the Year 2022
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Financial Women of San Francisco (FWSF) today named Nancy Pfund, the Founder and Managing Partner of DBL Partners, as the FWSF 2022 Financial Woman of the Year. DBL Partners is one of the first venture capital firms to bring impact investing into the mainstream. Nancy and her colleagues launched DBL out of JP Morgan in 2008 after seeing increased momentum in the move to social and environmental impact.
News: EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.
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: 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: 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: EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.
News: EPIC and DIATOMS, Inc. Create Exclusive Partnership
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS).
News: Galway Holdings Acquires Simatree
Mortgage and Finance News: (WASHINGTON, D.C.) Galway Holdings ("Galway") today announced its acquisition of Virginia-based Simatree, a strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. Fast-growing, Simatree has won multiple awards for its innovative and transformational digital and analytics solutions, founded by Patrick McCreesh, Wes Flores and Jay Williams, former NBA player and current television analyst.
News: Certa Partners with Comply Exchange, Digitizes Third Party Tax Journey
Mortgage and Finance News: (SARATOGA, Calif.) Certa, the leading no-code third party risk management platform today announced its integration with Comply Exchange, a global leader in tax compliance. Certa is the only platform that digitizes, orchestrates, and automates the entire third-party journey across procurement, compliance, IT, legal, finance, and other groups.