News Topic: San Francisco Business
News: David McNeil Receives Broker of the Year Award
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).
News: Nomis Solutions Announces Strategic Collaboration with J.D. Power to Deliver Enhanced Automotive Finance Pricing Strategies to Financial Institutions
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has formed a strategic collaboration with J.D. Power, a global leader in data analytics and consumer intelligence, to deliver enhanced automotive financing price optimization to financial institutions throughout the United States and Canada.
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: Galway Holdings Announces Formal Close of MAI Capital Management Deal
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies.
News: Nomis Solutions Introduces Margin Setter Dashboard, Adjusts Mortgage Rate Data Refresh Frequency in Latest Product Update
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently introduced several product enhancements to its mortgage technology solution, further enhancing the market intelligence and actionable pricing capabilities available to its mortgage lending clients.
News: EPIC Welcomes Peter Marshall – Further Strengthens Entertainment and 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 Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.
News: Galway Holdings Announces Strategic Acquisition of MAI Capital Management
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Galway Holdings ("Galway") today announced its investment in MAI Capital Management LLC ("MAI"). The move adds a new business vertical in financial and wealth management services to complement existing business relationships within EPIC Insurance Brokers & Consultants as well other areas of specialization across all Galway platforms.
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: 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: 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: 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: 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 Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation's largest independent pharmacy benefit consulting firm into EPIC's Employee Benefits Consulting practice.
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: Galway Insurance Holdings Secures Majority Interest from Harvest Partners with New Equity Investments from Oak Hill Capital and The Carlyle...
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Galway Insurance Holdings ("Galway"), the holding company for EPIC Brokers & Consultants ("EPIC") and JenCap Holdings ("JenCap"), which together represent one of the nation's largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates ("Harvest") for a majority interest of Galway.
News: Defamation Attorney Defeats anti-SLAPP Motion for Bay Area Client
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Defamation Attorney Rohit Chhabra has successfully defeated an anti-SLAPP motion that sought to punish his client for seeking justice. The case is Li v. Yu, 20CV367955 (Santa Clara Superior Court 2020).
News: Defamation Attorney Secures Win for Client
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Defamation Attorney Rohit Chhabra has successfully prevented a lawsuit from proceeding that punished his client for exercising his free speech rights. The case is Tully v. Chouinard, CIV-MSC20-01019 (Contra Costa Sup. Ct. 2020).
News: PayneWest Insurance, a Top 100 National Insurance Brokerage, selects TrustLayer Compliance and Certificate Management Software to leverage next generation technology...
Mortgage and Finance News: (SAN FRANCISCO, Calif.) PayneWest Insurance, a leading insurance brokerage in the Pacific Northwest, today announced partnering with TrustLayer, Inc., the next generation solution for compliance tracking. PayneWest will leverage TrustLayer to expand value added services within their many Specialty Practices.
News: Certain Lending Launches Major Survey of Real Estate Investors
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Certain Lending released a national survey of real estate investors. A majority of real estate investors expect COVID-19 will cause home prices to decline up to 20%. The survey of 569 real estate investors across the U.S., conducted between April 20 and 24, is the first of its kind.
News: EPIC Adds Nick Nelson as Senior Vice President, Property and Casualty
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Nelson has joined the firm as Senior Vice President in their property and casualty practice based in Rancho Cordova, California office. Nelson will report to Kevin E. Harnetiaux, COO, Pacific North Region.
News: EPIC Adds Wesley Carson as Senior Vice President, Expanding Employee Benefits 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 Wesley Carson has joined the firm as a Senior Vice President, Employee Benefits in their Sacramento, California office.
News: EPIC Adds Blake Chauvin as Vice President – Will Further Expand EPIC’s Risk Management Capabilities
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 Blake Chauvin has joined the firm as a Producer in their Concord, California office.
News: EPIC Adds Kevin Melvin as Director of the firm’s Southeast Charter School 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 Kevin Melvin has joined the firm as Director of the firm's Southeast Charter School Practice.
News: EPIC Launches New National Specialty Practice: Asset Lifecycle Management
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers & Consultants announced today the launch of a national specialty practice, Asset Lifecycle Management, providing risk consulting and risk transfer solutions focused on clinical and electronic equipment. Large healthcare systems, major universities, and financial institutions rely on electronic equipment to conduct daily operations.
News: Frenkel and Company Completes Transition to EPIC Brand
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Frenkel & Company, acquired by EPIC in November 2017, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.
News: Lisa Huscher joins EPIC as a Sales Executive, as Part of its LEAP Program
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 Lisa Huscher has joined the firm as a sales executive through their LEAP sales development program.
News: Award-Winning Bay Area Nonprofit Now Accepts Bitcoin, Bitcoin Cash, and Ethereum Donations through BitPay
Mortgage and Finance News: (SAN FRANCISCO, Calif.) AmericaSCORES Bay Area, the award-winning nonprofit that has been studied for its proven benefits to student learning, health, and social-emotional skills of over 2,000 low-income youth, has partnered with blockchain technology and design firm Totem Block and BitPay, the largest global blockchain payment provider, to become an early adopter in accepting cryptocurrency donations.
News: EPIC Adds Scott Weiss as Principal – Addition Further Strengthens EPIC’s Risk Management Operations in California
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 Scott Weiss has joined the firm as a Principal in their Risk Management Practice.
News: Kelly Geary of EPIC Named National Executive Risk and Cyber Practice Leader
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kelly Geary has been named National Executive Risk & Cyber Practice Leader. Geary and her team bring deep knowledge and expertise in Cyber and Executive Risk to EPIC and their clients with an average of over 25 years of experience.
News: Betsey Brewer of EPIC honored with Ramsden/Sullivan Memorial Award from the Independent Insurance Brokers and Agents of California
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Betsey L. Brewer, CPCU was honored recently with the distinguished Ramsden/Sullivan Memorial Award.