News Topic: San Francisco Business
News: EPIC adds Sarmad Naqvi to its Private Client Practice in Northern California
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants ('EPIC') today announced that risk management and insurance professional Sarmad Naqvi has joined the firm's Private Client Insurance operations in Northern California, specializing in providing comprehensive, cost effective risk management and insurance protection to high net worth individuals and their families.
News: Paragon Insurance Holdings LLC Adds Tonya Fuller and Ashley Forslund to Winery and Brewery Team
Mortgage and Finance News: (NAPA, Calif.) Paragon Insurance Holdings LLC, a national multi-line specialty Managing General Agency (MGA) based in Avon, Conn., today announced that Tonya Fuller has joined the firm as Vice President, Winery and Brewery. Additionally, Ashley Forslund has become a member of the Paragon team in the role of Senior Underwriter, Winery and Brewery, working in close collaboration with Fuller.
News: EPIC Adds Michael McNulty as Wine and Beverage Practice Leader in San Francisco
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants announced today that risk management and insurance brokerage veteran Michael McNulty has rejoined the firm as Managing Principal and Wine & Beverage Practice Leader. McNulty will be based in San Francisco and report to Curt Perata, EPIC's Pacific North Region President.
News: EPIC Insurance’s Marketing, Communications and Design Team Wins Three 2018 Communicator Awards
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that the firm's Marketing, Communications and Design team was honored by the 24th Annual Communicator Awards with an "Award of Excellence" and two "Awards of Distinction." The Communicator Awards are an international awards program recognizing big ideas in marketing and communications.
News: ACEC Business Insurance Trust looks to the future, appointing Greyling / EPIC as New Broker and Program Administrator
Mortgage and Finance News: (SAN FRANCISCO, Calif.) The Trustees of the American Council of Engineering Companies (ACEC) Business Insurance Trust (BIT) and EPIC Insurance Brokers & Consultants announced today that Greyling Insurance Brokerage & Risk Consulting - a division of EPIC was selected as the broker and program administrator for the ACEC BIT Program effective January 1, 2018.
News: East Bay Law Office, Absolute Trust Counsel, Launches Podcast, Absolute Trust Talk
Mortgage and Finance News: (WALNUT CREEK, Calif.) Greater Bay Area estate planning firm Absolute Trust Counsel announces the launch of the Absolute Trust Talk podcast. 'Absolute Trust Talk' is a new avenue to educate clients and prospects on a wide variety of trending business and financial wellness topics and how they can make better-informed decisions when planning for the future.
News: EPIC Adds Steve Denton as President of Parent EPIC Holdings Inc.
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC (Edgewood Partners Insurance Center dba EPIC Insurance Brokers & Consultants) today announced the addition of insurance industry veteran Steve Denton as President of its parent company EPIC Holdings, Inc. reporting to EPIC Holdings CEO John Hahn. Denton will join EPIC as of May 1, 2018.
News: Gallo LLP Files first 10 Consumer Claims Against Google Following Injunction and Revision of Gmail Architecture
Mortgage and Finance News: (SAN RAFAEL, Calif.) San Francisco Bay Area law firm Gallo LLP has filed the first of what it predicts could be thousands of individual damages cases against Google based on the same misconduct alleged in Matera v. Google, Case No. 15-CV-04062-LHK. Acting for a class of consumers who never signed up for Gmail (but nevertheless had their email scanned by Google), the Matera plaintiffs sought injunctive relief under the federal Electronic Communications Privacy Act (the "Wiretap Act") and California Invasion of Privacy Act ("CIPA").
News: Renee Crow of EPIC to Present on Litigation Impact Awareness at CLM Annual Conference in Houston
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 Vice President, Hospitality Practice Leader Renee Crow will present at the CLM Annual Conference on Thurs., March 15 at 10:10 a.m. at the Marriott Marquis in Houston, Texas.
News: Suzanne McGarey, Matias Ormaza and Louis Hefter of EPIC Honored as Risk & Insurance Magazine 2018 Power Brokers
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants ('EPIC'), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Managing Principal Suzanne McGarey and Senior Vice President Matias Ormaza have been recognized as 2018 Power Brokers by Risk & Insurance Magazine. Principal Louis Hefter was named a finalist.
News: Continuing Its Growth, VLP Law Group Welcomes Partner Debra B. Vernon to the Firm’s Corporate Practice Group
Mortgage and Finance News: (PALO ALTO, Calif.) VLP Law Group LLP is pleased to announce that Debra B. Vernon has joined the firm's Corporate Practice Group as a partner based in the San Francisco Bay area. Ms. Vernon is a mentor at the Nasdaq Entrepreneurial Center and for the Branson Centre for Entrepreneurship - Caribbean.
News: EPIC and Qualified Plan Advisors Announce Collaboration Agreement for the Benefit of Ascende Wealth Advisor Retirement Plan Consulting Clients
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants (EPIC), the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today a collaboration agreement between EPIC's Houston-based Ascende Wealth Advisors, Inc. (AWAI) and Qualified Plan Advisors (QPA), a division of Prime Capital Investment Advisors. QPA is a federally regulated investment advisor with more than 30 years of specialized expertise in 401k planning advisory services and private wealth management advisory services.
News: EPIC Named to Best Places to Work in Insurance Nationally for Eighth Consecutive Year
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 it has again been recognized by its team members nationally as one of the Best Places to Work in Insurance in a survey conducted annually by Business Insurance Magazine and Best Companies Group.
News: EPIC’s David McNeil to Present on Emerging Cyber Threats at American Association of Water Distribution and Management Thought Leadership Lab
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 David McNeil will present at the American Association of Water Distribution and Management (AAWD&M) Ronald W. Seymour Memorial Thought Leadership Lab which will be hosted and live streamed from the Las Vegas Valley Water District on Oct. 26 at 10 a.m. PT.
EPIC Insurance Brokers adds Broker Producer Tim House in Fresno, California
Mortgage and Finance News: (FRESNO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tim House has joined the firm as a Property and Casualty Insurance Broker/Producer in EPIC's Fresno, California office.
Sparkle Coin, Inc. Announces ICO – Initial Coin Offering at 2017 TechCrunch Disrupt SF
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Sparkle Coin, Inc., designed to be the most transactable cryptocurrency available, is launching its initial coin offering (ICO) at 1 p.m. PDT September 20 and running through October 20, 2017 with coins beginning at $5. A LIVE STREAMING event will start at 12 p.m. PDT at TechCrunch SF.
EPIC’s Duane Dennis and Jamie Chambers to Present HR Technology Strategies at Cement Employers Association Annual Meeting
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 Senior Consultant Duane Dennis and Director of HR Technology Solutions Jamie Chambers will present at the Cement Employers Association Annual Meeting on Tuesday, Sept. 19 at 8:15 a.m. at South Point Hotel Casino Spa in Las Vegas.
At TechCrunch Disrupt SF 2017: CEO of Sparkle Coin, Inc. Shows New eCommerce-optimized Cryptocurrency
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Sparkle Coin, Inc., founders of Sparkle Coin, a new cryptocurrency that allows users to make purchases from popular online retailers - like Amazon and Walmart - and features a currency exchange for liquidity, will be hosting a "lunch and launch" event during TechCrunch Disrupt SF 2017.
Oak Hill Capital Partners has agreed to acquire all of The Carlyle Group’s stake in EPIC
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 private equity firm Oak Hill Capital Partners (Oak Hill) has agreed to acquire all of The Carlyle Group's stake, giving Oak Hill a controlling equity position in EPIC. Oak Hill's investment will enable EPIC to continue its aggressive organic growth strategy
Jeffrey Unalp, CPA Earns Designation for Completing AICPA NFP Certificate Program
Mortgage and Finance News: (WALNUT CREEK, Calif.) Unalp CPA Group, Inc. announced today that founder Jeffrey Unalp, CPA, has earned the AICPA badge for completing the Not-For-Profit (NFP) Certificate Program. Unalp CPA outsourced accounting services provide nonprofit clients with compliance, timely reporting and execution of accounting duties.
EPIC Joins in Authoring an Updated ANSI/ASSE 2017 Hydrogen Sulfide Safety Training Standard
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, and a member of the American National Standards Institute / American Society of Safety Engineers (ANSI/ASSE) Z390 Hydrogen Sulfide Training Committee, announced today the approval and upcoming publication of a revised Hydrogen Sulfide Safety Training Standard (ANSI/ASSE Z390.1-2017).
Bulk Acquisition Manager Secondary Marketing Tape Transfer Technology announced by MCT Trading
Mortgage and Finance News: (SAN FRANSISCO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced at the California Mortgage Bankers Association's (CMBA) annual Western Secondary Market Conference held in San Francisco, that it has released new secondary marketing technology to improve the industry's existing loan sale practices. Dubbed Bulk Acquisition Manager(TM) (BAM), the solution automates the process of packaging and transferring bulk loan bids, which benefits investors, lenders and MCT's team of mortgage loan traders.
Real Estate Industry Veteran Jake Seid Joins Qualia Labs Advisory Board
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Qualia today announced that Jake Seid will join the company's board of advisors. In addition to his time as president of Ten-X (formerly known as Auction.com) and Managing Director at Lightspeed Venture Partners, Seid is an investor and advisor to a myriad of companies touching the real estate sector.
EPIC Insurance Joins the ANSI/ASSE Z390 Hydrogen Sulfide Training Committee
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 as part of the firm's commitment to the Energy Industry and ongoing efforts to improve worker safety, EPIC has joined the American National Standards Institute/ American Society of Safety Engineers (ANSI/ASSE) Z390 "Hydrogen Sulfide Training" Committee.
EPIC Insurance Brokers adds Broker-Producer and Transportation Specialist Nick Pedisich
Mortgage and Finance News: (CONCORD, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Pedisich has joined the firm as a Transportation Industry-focused insurance broker/producer.
William Reyes Joins Wholesale Trading Insurance Services (WTIS), a JenCap Holdings Company
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran William Reyes has joined the firm as Director/Casualty Broker in Laguna Niguel, Calif.; he will work in conjunction with the firm's principal office in San Francisco.
Qualia Achieves SOC 2 Information Security Certification
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Qualia, the fastest growing provider of title settlement software, announced that it has earned the American Institute of Certified Public Accountants' (AICPA's) Service Organization Control 2 (SOC 2) certification after completing an independent audit process with a third-party certified public accounting (CPA) firm.
Alternative-Risk Financing Roundtable: ‘Creative Uses for Captives’ Moderated by EPIC’s Daniel Houston
Mortgage and Finance News: (SAN FRANCISCO, Calif. and ATLANTA, Ga.) In the world of risk management, captive insurers are taking on a major role for companies of all sizes. As the number and types of captive insurers are expanding, so too have the types of risks that captive owners are funding through these alternative-risk financing structures, says EPIC Insurance Brokers and Consultants.
New Energy Start-Up Wattcoin Technologies Launched in San Francisco
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Wattcoin Technologies Inc., a platform-as-a-service (PAAS) solution for energy companies to manage their customer's billing processes, energy savings and renewable energy investments, opens office in San Francisco, Calif.
EPIC Insurance Brokers adds Joshua Allen, CSP, CFPS as Loss Control Consultant
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 risk control professional Joshua Allen has joined the firm as West Region Risk Management Loss Control Specialist. In this role, Allen will be responsible for providing comprehensive safety management and loss control services to EPIC's larger, more complex 'risk management' clients.