Tag: Management and Career Moves
FirstClose appoints Alex Sirpis as vice president of sales
AUSTIN, Texas, Dec. 4, 2025 (SEND2PRESS NEWSWIRE) -- FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, today announced the appointment of Alex Sirpis as vice president of sales. In this role, Sirpis will lead the company's sales organization, refine the go-to-market strategy and drive revenue growth as FirstClose continues expanding its presence with mortgage and home equity lenders across the country.
New Cadence Healthcare Welcomes Dr. Jasia Hu, Expanding Its Growing Movement Toward Membership-Based Primary Care
LONG BEACH, Calif., Dec. 2, 2025 (SEND2PRESS NEWSWIRE) -- New Cadence Healthcare is excited to welcome Dr. Jasia Hu, M.D., who officially joined our team on December 1, 2025. A board-certified family medicine physician who has cared for the Long Beach community since 2010, Dr. Hu brings deep experience in preventive care, chronic disease management, and patient education.
FirstClose Appoints Adam Nicholson as Director of Professional Services
AUSTIN, Texas, Nov. 25, 2025 (SEND2PRESS NEWSWIRE) -- FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, today announced the appointment of Adam Nicholson as director of professional services. Nicholson will lead the company's implementation operations, including project delivery, process optimization and cross-functional coordination to enhance the customer experience.
Benchmark Mortgage adds Clay McMurray as Chief Marketing Officer
DALLAS, Texas, Nov. 3, 2025 (SEND2PRESS NEWSWIRE) -- Benchmark Mortgage, a full-service mortgage lender and broker based in Dallas, has added mortgage marketing professional Clay McMurray as chief marketing officer. McMurray will help Benchmark Mortgage grow its national brand to new heights, bringing the company's story to life with the goal of helping as many homeowners as possible while attracting top mortgage originators. He brings extensive mortgage industry experience, having led and expanded other national brands.
Click n’ Close appoints Jon Wilson as Vice President of Accounting
ADDISON, Texas, Oct. 30, 2025 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender, today announced the addition of Jon Wilson as Vice President of Accounting. In this role, Wilson will oversee corporate accounting, financial reporting and process optimization, supporting the company's continued growth and operational excellence.
Click n’ Close names mortgage industry veteran Ian Kimball as president
ADDISON, Texas, Oct. 8, 2025 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender, today announced the appointment of Ian Kimball as president. In this role, Kimball will oversee strategic growth initiatives, operational execution and market expansion, reporting to founder and CEO Jeff Bode.
Ryan Abramson Expands Career in Higher Education with New Strategic Communications Role
LANGHORNE, Pa., Sept. 30, 2025 (SEND2PRESS NEWSWIRE) -- Communications strategist Ryan Abramson, founder Oakridge Leaders, has joined the field of higher education in a new role as Director of Strategic Communications at Penn State Lehigh Valley. Abramson brings more than 25 years of experience in marketing, communications, and leadership development to support the University's mission of student success and community engagement.
Depth expands leadership team, adding mortgage marketing veteran Elizabeth Schroeder as vice president
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ATLANTA, Ga., Sept. 30, 2025 (SEND2PRESS NEWSWIRE) -- Depth, a leading provider of consultative B2B marketing, public relations and reputation management services for technology companies serving the residential mortgage finance, fintech and regtech industries, today announced its addition of mortgage industry veterans Elizabeth Schroeder, vice president of client services, and Amy Jerina, client services manager, along with former business journalist Amber Perry, who also joins as a client services manager.
FirstClose Strengthens Sales Team with Industry Veterans to Support Growth in Home Equity Lending
AUSTIN, Texas, Sept. 18, 2025 (SEND2PRESS NEWSWIRE) -- FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced the expansion of its sales organization with the addition of four accomplished industry sales professionals. These new team members bring deep industry experience and proven track records that will support the company's continued growth in home equity lending.
Home equity fintech FirstClose promotes Andria Lightfoot to vice president of client success
AUSTIN, Texas, Sept. 8, 2025 (SEND2PRESS NEWSWIRE) -- FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced today the promotion of Andria Lightfoot to vice president of client success. In her new role, Lightfoot will join the sales and revenue organization and be responsible for implementation and customer success strategy.
Mobilfy Worldwide, LLC Welcomes David ‘Dave’ Terlizzi as Director of SMB and Mid-Market Sales
BROOKLYN, N.Y., Sept. 3, 2025 (SEND2PRESS NEWSWIRE) -- Mobilfy is proud to announce that David "Dave" Terlizzi joins the company on Tuesday, September 2, 2025 as Director of SMB & Mid-Market Sales. In this new role, Dave will lead Mobilfy's expansion in the SMB and mid-market segment, driving growth strategies and partner engagement to strengthen the company's position as the premier master agent for T-Mobile for Business.
Friday Harbor adds Chris Simms, Gregory Buehler to leadership team to accelerate AI-powered mortgage origination
SEATTLE, Wash., July 24, 2025 (SEND2PRESS NEWSWIRE) -- Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, announced two strategic hires today: Chris Simms has joined as head of strategic partnerships, and Gregory Buehler has joined as founding product manager. They bring over 35 years of combined experience in mortgage lending, product strategy and technology innovation.
Glancy Wine Education Foundation Welcomes New Board Members
SAN FRANCISCO, Calif., July 23, 2025 (SEND2PRESS NEWSWIRE) -- The Glancy Wine Education Foundation (GWEF) today announced the appointment of two new board members, Brandon Ford and Annie Shi, as the organization marks a leadership transition with the stepping down of Vice President Alder Yarrow after five years of dedicated service.
ACES Quality Management strengthens executive team with key promotions in compliance leadership
DENVER, Colo., July 8, 2025 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the promotion of two internal compliance leaders: Amanda Phillips to general counsel and executive vice president of compliance, and Savannah Prout to associate vice president of compliance.
Strategic Benefits Advisors welcomes Andy Clonts as director and senior benefits consultant
ATLANTA, Ga., June 17, 2025 (SEND2PRESS NEWSWIRE) -- Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of Andy Clonts as director and senior benefits consultant. In this role, Clonts will be responsible for driving business growth while leveraging his extensive experience in employee benefits strategy, healthcare navigation and client engagement to deliver tailored solutions to SBA's expanding roster of clients.
Click n’ Close Appoints Mortgage Wholesale Veteran Tony Catanese as Regional Sales Manager to Lead East Coast Expansion
ADDISON, Texas, May 30, 2025 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender and innovator in third-party origination (TPO), announced Thursday that Tony Catanese has joined the company as regional sales manager. In this role, Catanese will lead the company's wholesale and non-delegated expansion across the East Coast, focusing on building and developing a high-performing sales team.
US Farm Data Names Chris Sidles Director of Innovative Data Solutions
OMAHA, Neb., May 8, 2025 (SEND2PRESS NEWSWIRE) -- US Farm Data is pleased to announce the hiring of Chris Sidles as Director of Innovative Data Solutions, a newly created role designed to expand the company's strategic partnerships with enterprise-level agribusinesses and related sectors. In this role, Sidles will work directly with executive leadership teams - CEOs, CMOs, VPs of Marketing and Strategy.
Klingenstein Fields Advisors Expands Its South Florida Team
WEST PALM BEACH, Fla., April 29, 2025 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors is pleased to announce the addition of Christopher E. Havlicek, Client Development, Managing Director, to its South Florida team. He joins John A. Pavela, CFA, Senior Advisor, Partner, and Michael S. Schiff, J.D., AEP, TEP, Client Development, Managing Director, in its offices located at 515 North Flagler Drive in West Palm Beach.
Class Valuation expands sales leadership with industry veterans Jim Bannister and Scott Shaw
TROY, Mich., April 22, 2025 (SEND2PRESS NEWSWIRE) -- Class Valuation, a leading real estate appraisal management company (AMC), announced today the expansion of its national sales team with the appointments of Jim Bannister and Scott Shaw as senior sales executives. Together, they bring over 45 years of combined experience in mortgage lending, financial services and technology to the company's expanding leadership.
NY Mental Health Center Expands Clinical Team with Top Psychologists and Psychiatrists
NEW YORK, N.Y., April 22, 2025 (SEND2PRESS NEWSWIRE) -- NY Mental Health Center (NYMHC), in partnership with Genovese Psychiatry Services, PC, is proud to announce a significant expansion of its clinical team with the addition of eight highly regarded mental health professionals, including licensed psychologists and psychiatric providers. This marks a pivotal moment in the center's growth, further solidifying NYMHC as one of New York's leading providers of integrated, telehealth-based mental health services.
Class Valuation appoints Chris Flynn as chief data officer to accelerate innovation and data strategy
TROY, Mich., April 15, 2025 (SEND2PRESS NEWSWIRE) -- Class Valuation, a leading real estate appraisal management company (AMC), announced today that Chris Flynn has joined its leadership team as chief data officer effective April 1. In his new role, Flynn will lead Class Valuation's enterprise data strategy, overseeing the development of scalable analytics, AI capabilities and automation to improve valuation accuracy, speed and transparency.
Renowned Technology Leader, Mark Tonnesen, Joins TAG CXO
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PHOENIX, Ariz., April 9, 2025 (SEND2PRESS NEWSWIRE) -- TAG CXO is bringing the best of the best to its fractional advisory team. We're proud to announce the addition of Mark Tonnesen. Tonnesen is a highly sought-after, high-powered business and technology leader with more than 25 years of experience in high-tech, security, financial services, gaming and transportation.
Click n’ Close Expands Correspondent Lending Sales Team with Mortgage Industry Veteran Kim Schenck
ADDISON, Texas, April 9, 2025 (SEND2PRESS NEWSWIRE) -- Click n' Close (CNC), a multi-state mortgage lender, announced today that Kim Schenck has joined its Correspondent Lending Sales team as Correspondent Manager. In her new role, Schenck will lead the expansion of the company's proprietary down payment assistance (DPA) program, which plays a key role in helping more borrowers achieve homeownership.
Alliance Group Announces Key Promotions and New Hires
LAWRENCEVILLE, Ga., March 12, 2025 (SEND2PRESS NEWSWIRE) -- Alliance Group is proud to announce four significant promotions within its leadership team, reinforcing the company's commitment to excellence and growth. Additionally, two talented new team members have joined the organization, bringing valuable expertise to support Alliance Group's expanding initiatives.
Floify taps Sol Klein as head of client experience and business operations
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BOULDER, Colo., March 6, 2025 (SEND2PRESS NEWSWIRE) -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced the appointment of Sol Klein as head of client experience and business operations. Klein, a seasoned mortgage technology executive with extensive experience in customer success and implementation, will lead initiatives to help clients maximize the value of their investment in Floify's platform.
MMI Names Kortney Lane-Schafers as Its New Vice President of Growth & Client Advocacy
SALT LAKE CITY, Utah, March 5, 2025 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, is pleased to announce the promotion of Kortney Lane-Schafers to Vice President of Growth & Client Advocacy.
Ken Starr, Global Revenue Acceleration Leader, Joins TAG CXO
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PHOENIX, Ariz., Feb. 26, 2025 (SEND2PRESS NEWSWIRE) -- TAG CXO is excited to announce Ken Starr as the newest addition to our comprehensive fractional advisory team. Starr is a global revenue acceleration leader who consistently exceeds multi-million-dollar quotas and customer retention metrics. Having held titles such as Chief Revenue Officer (CRO), Chief Sales Officer (CSO) and Chief Growth Officer (CGO), Ken is dedicated to building business.
Conterra Ag Names Jake Espenmiller as President and CEO, Marking a New Era In Agricultural Finance
DES MOINES, Iowa, Feb. 24, 2025 (SEND2PRESS NEWSWIRE) -- Conterra Ag Capital has announced the January 2025 appointment of Jake Espenmiller as President and Chief Executive Officer, succeeding company founder Paul Erickson. Following a carefully planned and seamless 2-year succession strategy, this leadership transition marks a significant milestone for Conterra, reinforcing its commitment to providing innovative financial solutions to farmers, ranchers, and agribusinesses across the United States.
The Mortgage Collaborative Appoints Jodi Hall as New CEO and President
SAN DIEGO, Calif., Jan. 24, 2025 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the nation's leading network of independent mortgage lenders, banks, credit unions, and service providers, is proud to announce the appointment of Jodi Hall as its new Chief Executive Officer and President.
Lutheran Life Ministries adds two new board members
ARLINGTON HEIGHTS, Ill., Jan. 15, 2025 (SEND2PRESS NEWSWIRE) -- Lutheran Life Ministries ("Lutheran Life"), an Illinois-based senior living organization, has added two new members to its Board of Directors. The announcement was made by Michael Renetzky, Chair of the Board, and Sloan Bentley, President, and CEO of Lutheran Life.
Dark Matter Technologies Taps Brad Vasto as Chief Revenue Officer
JACKSONVILLE, Fla., Jan. 6, 2025 (SEND2PRESS NEWSWIRE) -- Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology backed by time-tested loan origination software and leadership, today announced the appointment of Brad Vasto as Chief Revenue Officer (CRO). Vasto steps into the role as Sean Dugan, the outgoing CRO, prepares to assume the position of CEO in April 2025, succeeding current CEO Rich Gagliano.
Click n’ Close welcomes Jeff Raich to its National Sales bench
ADDISON, Texas, Dec. 17, 2024 (SEND2PRESS NEWSWIRE) -- Click n' Close (CNC), a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, today announced Jeff Raich has joined the organization as a national sales director in correspondent lending.
Lisa Schaffner, PhD, Accomplished Expert in Healthcare Strategy, Data and Analytics, Joins TAG CXO
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PHOENIX, Ariz., Dec. 3, 2024 (SEND2PRESS NEWSWIRE) -- TAG CXO is excited to announce Lisa Schaffner, PhD, as the newest member of our fractional advisory team. Dr. Schaffner is an execution-oriented visionary in her field and accelerates rapid and sustained returns by transforming data and analytics assets into actionable insights.
Optimal Blue Promotes Industry Experts to New Executive Roles to Accelerate Innovation and Prioritize Partnerships
PLANO, Texas, Nov. 11, 2024 (SEND2PRESS NEWSWIRE) -- Optimal Blue today announced two key executive promotions that will position the company to deliver innovation faster across the company's entire capital markets platform, and to further expand the company's network of partners. Erin Wester has been promoted to chief product officer and Mike Vough has been promoted to head of corporate strategy.
Dark Matter Technologies announces planned CEO transition effective April 2025
JACKSONVILLE, Fla., Nov. 5, 2024 (SEND2PRESS NEWSWIRE) -- Dark Matter Technologies (Dark Matter), an innovative leader in mortgage technology, today announced that Sean Dugan, the company's chief revenue officer, will succeed Rich Gagliano as CEO effective April 2025. Gagliano, who launched Dark Matter in 2023 following over a decade of leadership at its predecessor, Black Knight Origination Technologies, will step into the role of executive chairman.