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Tag: Management and Career Moves

Southwestern Investment Group Names Brandon Kew as Vice President

FRANKLIN, Tenn. /ScoopCloud/ -- Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.

XG names Yvonne Robinson Chief Operations Officer

NEWPORT BEACH, Calif. /ScoopCloud/ -- California-based XG announced today the appointment of Yvonne Robinson as Chief Operating Officer. In this role, she will guide the company's operations and growth, while overseeing the day-to-day management.

Gary D. McKiddy Assumes Chief Financial Officer Role at Mid America Mortgage

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has been promoted from Chief Risk Officer to Chief Financial Officer. In this new role, McKiddy will manage financial operations and strategy as Mid America Mortgage continues to refine its operations and drive business growth through recent product line additions, such as its correspondent down payment assistance (DPA) program.

Mortgage Coach promotes Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was promoted from director of account management to VP, customer engagement.

MMI appoints Kortney Lane-Schafers as Regional Director of Growth

SALT LAKE CITY, Utah /ScoopCloud/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired Kortney Lane-Schafers as a regional director of growth. Lane-Schafers' responsibilities will include consulting and strategizing with MMI's growing roster of mortgage enterprise clients.

Housing Finance Strategies Names Allen Jones Chief Administrative Officer

WASHINGTON, D.C. /ScoopCloud/ -- Housing Finance Strategies President Faith Schwartz today announced that she has named industry veteran and former Big 4 consulting executive Allen Jones as Chief Administrative Officer and Managing Director of the Consulting Practice.

EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice

SAN FRANCISCO, Calif. /ScoopCloud/ -- 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.

Paragon Welcomes Andy Borst who Joins as President, E&S Lines and International Programs

AVON, Conn. /ScoopCloud/ -- Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Andrew "Andy" Borst as President-Excess & Surplus (E&S) Lines and International Programs.

Weldon, Williams & Lick, Inc. Names Evan Gitomer as Firm’s First Chief Revenue Officer

FORT SMITH, Ark. /ScoopCloud/ -- Weldon, Williams & Lick, Inc. (WW&L), a visionary provider of ticketing and custom security printed solutions, announced today that it has appointed Evan Gitomer as its first Chief Revenue Officer, effective immediately. In this newly created role, Evan will oversee and develop the go-to-market team and strategy to support growth at the company.

MMI adds mortgage industry vets Jake Belter and Gerald Dorman to enterprise sales team as regional directors

SALT LAKE CITY, Utah /ScoopCloud/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired mortgage industry veterans Jake Belter, CMB(r), and Gerald Dorman to its enterprise sales team. As regional directors, Belter and Dorman will be tasked with expanding MMI's growing roster of mortgage enterprise clients.

Attorney Daniel Murphy Now a Full Partner at Goldman Babboni Fernandez Murphy & Walsh

BRADENTON, Fla. /ScoopCloud/ -- Attorney Daniel Murphy, of Goldman Babboni Fernandez & Walsh, has been elevated to full partner. Citing his exemplary record of working tirelessly for clients in Bradenton Florida and across all of Manatee County.

Mortgage Hedge Advisory Firm Vice Capital Markets promotes Shawn Ansley to CIO

NOVI, Mich. /ScoopCloud/ -- Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it has promoted Shawn Ansley to chief information officer (CIO). As CIO, Ansley will be tasked with the continued development of information technologies and deepening integrations with the agencies and major loan origination systems.

EPIC Welcomes Shelley Yim

SAN FRANCISCO, Calif. /ScoopCloud/ -- 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.

Avenu Insights & Analytics Adds Public Sector Talent in California

FRESNO, Calif. /ScoopCloud/ -- Avenu Insights & Analytics (Avenu) recently announced the addition of Rachelle Arizmendi as one of the company's Government Industry Advisors. Rachelle joins Avenu as a native Californian with a life-long career in serving the public sector and numerous leadership positions.

XLR8 Companies Announce the appointment of Mitchner Ferdinands as Chief Operating Officer

NEW YORK, N.Y. /ScoopCloud/ -- On April 18, 2022, Xelerate Logistics LLC ("XLR8") announced the appointment of Mitchner Ferdinands as the Chief Operating Officer. Mitchner Ferdinands, who has 20 years of experience in the Supply Chain industry, has extensively travelled in many countries to troubleshoot and find innovative and pragmatic solutions to ever evolving supply chain industry.

Jeremy Berlin Named Editorial Director at Hidden Compass

SANTA BARBARA, Calif. /ScoopCloud/ -- Hidden Compass, a women-founded media company uniting audiences with the humans, causes, and possibilities behind award-winning stories of exploration, has added another seasoned editor to its staff. The California-based startup recently announced Jeremy Berlin as its editorial director.

Edgewood Healthcare Advisors Continues Growth with Strategic Hires

NEW YORK, N.Y. /ScoopCloud/ -- Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.

James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.division.

EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center

SAN FRANCISCO, Calif. /ScoopCloud/ -- 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.

BioAustinCTX Announces Board of Director Leadership Changes

AUSTIN, Texas /ScoopCloud/ -- Life Science industry organization, BioAustinCTX, announced today changes to its Board of Directors with the departure of Elisa Maldonado-Holmertz and the appointment of Tami Annable. Over the past several years, Austin and the Central Texas region have developed into one of the fastest-growing life science hubs in the U.S.

Ben Itkin Assumes Sales Leadership Position at MCT

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced today that Ben Itkin has been appointed the new National Sales Director.

FormFree grows executive team, appoints Eric Lapin chief strategy officer

ATHENS, Ga. /ScoopCloud/ -- FormFree® today announced that it has appointed Eric Lapin to the role of chief strategy officer (CSO). In this position, Lapin will leverage his more than 25 years' experience in leadership roles at marquee mortgage technology firms and financial institutions to steer the strategic vision and partnerships driving FormFree's growth.

Mid America Mortgage adds Kyle Hilton as Quality Control Manager

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) welcomes mortgage industry veteran, Kyle Hilton as its newest quality control manager. Hilton brings a knowledge spanning more than 20 years in mortgage underwriting and quality assurance review. In this role, Hilton will be responsible for overseeing and monitoring quality control vendors and policies.

Mary Costello joins FormFree team as director of vendor management, risk and compliance

ATHENS, Ga. /ScoopCloud/ -- FormFree today announced that it has welcomed 17-year finance industry veteran Mary Costello to its team as director of vendor management, risk and compliance. In this role, Costello will support FormFree's audit, risk and compliance efforts across the management of internal and external vendor, lender and integration partnerships.

Parallel Napa Valley Promotes Adrienne D.A. Smith to General Manager / Partner

NAPA VALLEY, Calif. /ScoopCloud/ -- The partners of Parallel Napa Valley are pleased to announce the promotion of their General Manager Adrienne D.A. Smith to General Manager and Partner. After four years with the company, Adrienne has overseen strong growth for the brand in her role overseeing marketing, hospitality, sales and operations with an innovative and high energy approach.

New Tampa Bay Podiatrist Offers Early Morning and Evening Availability

WESTCHASE, Fla. /ScoopCloud/ -- Early birds and night owls rejoice: a new Tampa Bay podiatrist is setting the bar on convenience with extended clinic hours. Sagar Shah, DPM, recently helped launch the opening of a new location for Modern Foot & Ankle at 10954 Sheldon Rd. in Westchase. This marked the Central Florida group's seventh clinic opening in five years.

The Flowery Hires Executive Team That Oversaw One Plant’s Exit

MIAMI, Fla. /ScoopCloud/ -- The Flowery, a Florida-based medical marijuana company and cannabis producer, announced today four new additions to its executive leadership team: Mike Smuts as Chief Operating Officer (COO), Brian Roberts as Director of Cultivation, Harry Rosenfeld as Chief Financial Officer (CFO), and Kevin Szymanski as Director of Supply Chain and Logistics.

FormFree names former ICE finance executive Patrick Rutherford as CFO to fuel its next stage in company growth

ATHENS, Ga. /ScoopCloud/ -- FormFree today announced that it has appointed Patrick Rutherford, former finance executive at Intercontinental Exchange (NYSE: ICE), as chief financial officer (CFO). In his new role at FormFree, Rutherford will lead the organization's finance, accounting and compliance functions.

EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer

SAN FRANCISCO, Calif. /ScoopCloud/ -- 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.

KROST CPAs & Consultants Announces Greg Kniss as Chairman of the Board, Jason Melillo as CEO and Keith Hamasaki as Principal of Assurance and Advisory

LOS ANGELES, Calif. /ScoopCloud/ -- Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.

The New York Milk Bank Announces Appointment of New Executive Director, Linda Harelick, MBA, DrPH

VALHALLA, N.Y. /ScoopCloud/ -- The New York Milk Bank (NYMB), founded six years ago, today announced the appointment of its new Executive Director, Linda Harelick, MBA, DrPH. The New York Milk Bank (NYMB) is a non-profit organization that collects extra breast milk from healthy lactating women. The milk is then pasteurized and distributed to babies in need throughout the Tri-State area.

Down Payment Resource welcomes Marcy Ash, AMP, as Director of Strategic Projects

ATLANTA, Ga. /ScoopCloud/ -- Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced it has appointed Marcy Ash, AMP, as director of strategic projects. In her role at DPR, Ash will manage relationships with state Housing Finance Agencies (HFAs) and spearhead industry partnerships and strategies that help DPR deliver greater value to its customers.

Jennifer Oliverio Takes Over Local Edward Jones Branch Office

PUEBLO, Colo. /ScoopCloud/ -- Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team

SAN FRANCISCO, Calif. /ScoopCloud/ -- 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.

ReverseVision Recruits Marketing Maven Scott Shepherd to Elevate Brand and Support Growth

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision's marketing department and is responsible for the design and implementation of its new marketing strategy.