Tag: Management and Career Moves
MorVest Capital Hires Larry Charbonneau as Managing Director, Mergers and Acquisitions
SUGAR LAND, Texas /ScoopCloud/ -- David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, announces the addition of Managing Director Larry Charbonneau.
Dr. Lisset Arenas Joins the Spodak Dental Group Team
DELRAY BEACH, Fla. /ScoopCloud/ -- Dr. Lisset Arenas, a dedicated and highly-skilled general dentist, has joined the Spodak Dental Group team in Delray Beach, Fla. A 2017 graduate of the University of Florida College of Dentistry, Dr. Arenas looks forward to providing her patients with unparalleled dental care.
EPIC Adds Vanessa Smiley in Atlanta, Georgia
ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Vanessa Smiley who will assume a key role in EPIC's growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Operations.
EPIC Adds Chris Knight in Atlanta Georgia
ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Chris Knight who will assume a key role in EPIC's growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Analytics and Innovation.
Bank of Southern California NA Appoints Ashley Lopez as Branch Managing Director
SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Ashley Lopez as Branch Managing Director for the company's Carlsbad office. She will be responsible for expanding Bank of Southern California's market presence by actively seeking new business banking relationships with a focus on San Diego's North County communities.
EPIC Insurance Brokers Adds Kevin Grady and Christian Florence in Atlanta
ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Kevin Grady and Christian Florence, both recognized experts in utilizing rigorous data analyses, benchmarking, and key performance metrics to reduce the total cost of risk.
EPIC Insurance Brokers adds JoBeth Wells in Dallas Texas
DALLAS, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that JoBeth Wells has joined the firm's Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
EPIC Insurance Brokers adds Stephanie Pitzer in Dallas Texas
DALLAS, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that Stephanie Pitzer, CRM, CIC has joined the firm's Property and Casualty operations, as a Client Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
The Mortgage Collaborative Adds Three New Board Members, 45 Lender Members and Grows Attendance at 2019 Winter Conference
SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative, a fast-growing independent mortgage cooperative of banks, credit unions and mortgage bankers, continues growth initiatives by adding three new mortgage executives to its Board of Directors. The new board members were voted in at their bi-annual member conference held in Austin, Texas.
Temecula United Adds Former FIFA World Cup Player Greg Ion to Staff
TEMECULA, Calif. /ScoopCloud/ -- Temecula United Soccer Club announces the hiring of former Canadian Men's National Soccer Team player, Greg Ion, as their new Program Director. He will also coach the club's premier G2005 and G2006 teams for this upcoming season as he guides the club's strategic vision.
Bank of Southern California NA Continues to Expand Its Business Development Team in Greater Los Angeles Area
SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce the expansion of its business development team in the Los Angeles market with the hiring of two seasoned banking professionals to support the company's continued growth and expansion in the Southern California region.
Lirio Expands Behavioral Expertise with Key Hire, Chandra Osborn
KNOXVILLE, Tenn. /ScoopCloud/ -- Lirio, LLC, The Behavior Change Company, welcomes Chandra Osborn as new Chief Behavioral Officer, paving the way for advanced developments in behavioral analysis and communication. Chandra is highly skilled and respected in behavioral science, having worked tirelessly to expand behavioral research and analysis in both the public and private sectors.
EPIC Insurance Brokers Adds John Sames in the Northeast US
PEARL RIVER, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced that John Sames has joined the firm's Northeast Region leadership team in the new position of Director of Operations and Sales.
TRK Connection Hires Chris Bruner as Senior Vice President of National Sales
SALT LAKE CITY, Utah /ScoopCloud/ -- TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced today it has hired Chris Bruner, CMB, AMP, as Senior Vice President of National Sales.
Papa Announces Appointment of Industry Veteran Chuck Hector to Executive Team
MIAMI, Fla. /ScoopCloud/ -- Papa, Inc., the nation's first human companionship platform for seniors, today announced the appointment of healthcare benefit industry veteran Chuck Hector as Chief Growth Officer. Mr. Hector will play an instrumental role in leading the company's expansion of its "Grandkids On-Demand" service to address the epidemic of social isolation and loneliness in our nation's senior segment.
Byte Back to Bring Free Tech Career Training to Baltimore
WASHINGTON, D.C. /ScoopCloud/ -- Byte Back, a growing tech education nonprofit, today announced that Chrissie Powell was named as the organization's Baltimore Site Director, leading the launch of its first expansion outside the Washington, D.C. metro region. This past October, Byte Back won a $1 million CAD ($775,000 USD) TD Ready Challenge grant to expand to Baltimore.
Utelogy Expands Sales Team with Addition of Michelle Loret
LOS ANGELES, Calif. /ScoopCloud/ -- Utelogy Corporation, maker of enterprise software platform for control and intelligent connected work spaces, announced today that it has expanded its sales team with the addition of Michelle Loret as Senior Account Executive. Earlier this month, Utelogy brought home 3 awards from ISE 2019.
EPIC Insurance Brokers adds Jose Palmer in Houston, Texas
HOUSTON, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that Jose Palmer has joined the firm's Energy and Marine Practice, within its Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
EPIC Insurance Brokers adds Nikki Howes in Houston TX
HOUSTON, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that Nikki Howes has joined the firm's Energy and Marine Practice, within its Property and Casualty operations, as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
New York Marketing Association Appoints Director of Communications
NEW YORK, N.Y. /ScoopCloud/ -- The New York Marketing Association (NYMA) has appointed Caroline Cooke, Founder & Creative Director of Bright Humor, as its Director of Communications. Founded in 2016, the New York Marketing Association seeks to connect like-minded innovators and thought leaders within the marketing community.
Specialty Tax Firm KBKG Names John W. Hanning Principal
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COLUMBUS, Ohio /ScoopCloud/ -- Nationwide tax specialty firm KBKG recently promoted John W. Hanning to Principal. John leads a team of engineers and specialists based out of the firm's Atlanta office that services both the Midwest and Southeast region that stretches from Ohio to Florida.
IT Partners Names Industry Veteran Josh Hauser Chairman of its Board of Directors
TAMPA, Fla. /ScoopCloud/ -- IT Partners LLC, a trusted adviser in the data and security space, today announced it has named industry veteran Josh Hauser as the Chairman of the Board of Directors, joining a team that possesses a long list of business and military success.
Mary Shah Named Principal at Strategic Benefits Advisors, Inc.
ATLANTA, Ga. /ScoopCloud/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of retirement plan consultant Mary Shah as its newest principal. Shah's promotion recognizes a track record of outstanding client service delivery and business development contributions since joining SBA.
Caminar Announces Mark Cloutier as New CEO
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SAN MATEO, Calif. /ScoopCloud/ -- The Board of Directors of Caminar has announced the appointment of Mark Cloutier, MPP, MPH, as Chief Executive Officer of the $39M nonprofit behavioral health organization. Dedicated to empowering and supporting individuals and families with complex needs to move toward resilience, wellness and independence, Caminar serves more than 20,000 people each year in the San Francisco Bay Area and Northern California.
Bank of Southern California N.A. Names Scott Yates Regional Managing Director
SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the appointment of Scott Yates as Group Managing Director of Branch Sales and Deposit Origination. He will be responsible for leading the branch banking group in their efforts to grow the bank's core deposits, deepening existing client relationships and originating new client relationships.
EPIC Adds Scott Davis as President of National Specialty Practice Group in Nashville
NASHVILLE, Tenn. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran Scott Davis as President of EPIC's National Specialty Practice Group. Davis joins EPIC effective February 5, 2019 and will be based in the firm's Nashville office.
Utelogy Continues Transformation with Appointment of Kevin Morrison as CEO
LOS ANGELES, Calif. /ScoopCloud/ -- Utelogy Corporation, the leading software company in Enterprise Management & Control, announced today that it has appointed industry veteran Kevin Morrison as Chief Executive Officer to lead the company through its next phase of innovation and growth.
Bank of Southern California NA Appoints John E. Chung as Group Managing Director
SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of John Chung as Group Managing Director of Business Banking. He will be responsible for leading the team's impact of meeting the banking needs of small to medium sized businesses throughout Southern California.
Mark Maher and David Nielsen Assume Leadership Roles at JenCap Holdings LLC
NEW YORK, N.Y. /ScoopCloud/ -- JenCap Holdings LLC (JCH), a specialty insurance business, announced that Mark P. Maher has been promoted to Chief Operating Officer and that David Nielsen had recently joined the firm as Corporate Chief Financial Officer.
Transformational Mortgage Solutions Appoints Michael Barrett as Mortgage Executive Consultant
AUSTIN, Texas /ScoopCloud/ -- Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS), today announced that it has brought on Michael Barrett as mortgage executive consultant. In this role, Barrett will apply his more than 17-years of mortgage business and product development expertise to helping TMS clients improve process efficiencies, execute digital mortgage transformation strategies and expand profit margins.
Continuing Its Growth, VLP Law Group Welcomes Partner Jim O’Hare to the Firm’s Corporate Practice Group
BOSTON, Mass. /ScoopCloud/ -- VLP Law Group LLP ('VLP') is pleased to announce that Jim O'Hare has joined the firm's Corporate Practice Group as a partner based in the Boston area. Mr. O'Hare brings over 30 years of experience as a trusted adviser to companies, investors, management teams and boards of directors.
EPIC Insurance Brokers adds Brandon Rich in Houston Texas
HOUSTON, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants ('EPIC')announced today that Brandon Rich has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
Strategic Benefits Advisors Promotes Three Consultants to Director Level
ATLANTA, Ga. /ScoopCloud/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the advancement of retirement plan consultants Kim Shumate, David Runsick and Harry Souder to the role of director. Shumate, Runsick and Souder were promoted in recognition of their sustained contributions to SBA, including their proven success leading complex projects to high-value outcomes and fostering strong client relationships.
Bank of Southern California, N.A. Names Bill Lamison Vice President, Underwriter
SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Bill Lamison as Vice President, Underwriter. He will join the company's established business banking team and will be responsible for structuring, analyzing and underwriting commercial credit for new clients as well as managing an existing portfolio of customers.
EPIC Insurance Brokers adds Judith Paredes in Dallas, Texas
DALLAS, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that Judith Paredes has joined the firm's Property & Casualty practice as an Account Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.