Tag: Management and Career Moves
EPIC Insurance Brokers adds Jeremiah Glassford, JD in Birmingham, Alabama
BIRMINGHAM, Ala. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants (EPIC) today announced that attorney Jeremiah Glassford has joined the firm's Birmingham-based National Energy Construction practice as a Senior Client Executive, reporting to EPIC Managing Principal Crawford McInnis.
PowerGuard Adds Top Warranty and Service Agreement Specialist Dan Cantafi in Connecticut
GLASTONBURY, Conn. /ScoopCloud/ -- PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States - announced today the addition of warranty and service agreement specialist Dan Cantafi as the firm's Senior Vice President of Sales and Marketing. He will be based in Glastonbury, Conn. and report to PowerGuard's Co-Founder, Mike McMullen and COO Scott Gunnison.
Bank of Southern California NA Names Catherine Puckett VP, Business Development Manager
SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Catherine Puckett has joined the company as Vice President, Business Development Manager. She will be responsible for expanding Bank of Southern California's business banking client base by actively seeking new business opportunities in the San Diego region.
EPIC Insurance Brokers add Josh Close in Birmingham, Alabama
BIRMINGHAM, Ala. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that Josh Close has joined the firm's Birmingham-based national energy construction practice as a client services coordinator, reporting to EPIC Principal Brian Tanner.
Paragon Insurance Holdings Expands Operations in San Diego with addition of Robert Etzler and opening of new offices
SAN DIEGO, Calif. /ScoopCloud/ -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced its expansion in San Diego, Calif. with the opening of new offices at 401 B Street in downtown San Diego and the hiring of top local insurance professional Robert Etzler, under the leadership of Paragon regional president, Andrew Petersen.
MorVest Capital Hires Ruth Lee as Executive Vice President for Expansion of Mortgage Liquidity and MSR Advisory Services
SUGAR LAND, Texas /ScoopCloud/ -- David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, today announced its addition of Executive Vice President Ruth Lee.
Business Development and Relationship Management Specialist Julia Moore Joins EPIC in Sacramento CA
SACRAMENTO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants ('EPIC') announced today that new business sales and relationship management professional Julia Moore has joined the firm's operations in Sacramento as Vice President, New Business Development.
LBA Ware Recruits Mortgage Process Improvement Specialist Jessica Henke as Solutions Consultant
LBA Ware -
MACON, Ga. /ScoopCloud/ -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has hired Jessica Henke as a solutions consultant to support the company's implementation consulting and client success efforts. Henke will leverage her two decades of accounting and business process improvement expertise in mortgage lending to bring LBA Ware clients streamlined business workflow solutions and enhanced operational insights.
EPIC adds Sarmad Naqvi to its Private Client Practice in Northern California
SAN FRANCISCO, Calif. /ScoopCloud/ -- 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.
EPIC Insurance adds Eric Kitei as a Principal in Southern California
LOS ANGELES, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants ('EPIC') announced today that risk management and insurance professional Eric Kitei has joined the firm's operations in Southern California as a Principal, focusing on the unique needs of auto dealers and others in the automotive industry.
EPIC Adds John Check in Pittsburgh, Pa.
PITTSBURGH, Pa. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants ('EPIC'), a retail property and casualty insurance brokerage and employee benefits consultant, today announced the addition of benefits consulting professional John Check as a Senior Consultant in the firm's Employee Benefits Consulting Division.
Lloyd A. Schmidt Elevated to Shareholder at Hoge Fenton
SAN JOSE, Calif. /ScoopCloud/ -- Hoge Fenton is pleased to announce that, effective July 1, 2018, attorney Lloyd A. Schmidt was elevated to the status of shareholder. Hoge Fenton is a multi-service law firm headquartered in Silicon Valley, with highly focused practitioners.
Paragon Insurance Holdings LLC Adds Tonya Fuller and Ashley Forslund to Winery and Brewery Team
NAPA, Calif. /ScoopCloud/ -- 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.
ARMCO Promotes Sharon Reichhardt to Vice President of Client Success
POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of enterprise transaction and loan risk mitigation software solutions, has announced that former director of client services Sharon Reichhardt has been promoted to vice president of client success.
Brian Chu, CIC, CLCS Joins EPIC Insurance in Southern California
LOS ANGELES, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Brian Chu has joined the firm's operations in Southern California as a Vice President. Chu will join the EPIC practice group led by Principal Rose Nordbrock and will be based in EPIC's Downtown Los Angeles office, reporting to Jim Gillette, President of EPIC's Pacific South Region.
United Fidelity Funding West Hires Victoria Dunn as National Wholesale Account Executive
IRVINE, Calif. /ScoopCloud/ -- United Fidelity Funding West (UFFWest), a rapidly growing national mortgage banker, announced that it added Victoria Dunn to its wholesale lending team of account executives. Ms. Dunn possesses a demonstrated history in negotiation, business development, account management, direct sales, product marketing, technology, and essentially all facets of mortgage lending.
Ryan Sims and Alex Megenis Join Wholesale Trading Insurance Services, LLC (WTIS)
NEW YORK, N.Y. /ScoopCloud/ -- Wholesale Trading Insurance Services, LLC (WTIS) today announced that Ryan Sims has joined the firm as Vice President / Casualty Broker in San Francisco, while Alex Megenis has joined as Vice President / Property-Casualty Broker in New York.
OpenClose Recruits LOS Development Expert Joseph Wade to Further Innovate and Enhance Existing Software Solutions
WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it has added senior software LOS and mortgage software development expert Joseph Wade to its growing development team. Joseph was previously at Finastra (formerly D+H) and will play an integral role in software innovation and enhancements at OpenClose.
EPIC Adds Michael McNulty as Wine and Beverage Practice Leader in San Francisco
SAN FRANCISCO, Calif. /ScoopCloud/ -- 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.
ARMCO Hires Industry Veteran Nick Volpe as Chief Strategy Officer
POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, has announced that it has hired Nick Volpe as chief strategy officer. Volpe's expertise stems from over 23 years of mortgage operational and QC experience.
Carl Gibson to head WMH’s new Sacramento Office
SAN JOSE, Calif. /ScoopCloud/ -- Please join us in welcoming Carl Gibson III to WMH Corporation. Carl will be serving as one of the key transportation leaders in expanding WMH throughout California. His responsibilities will include managing the new Sacramento office, broadening our client base, and mentoring junior staff in their professional development.
EPIC Holdings Adds Janine Walter, SPHR, SHRM-SCP as Chief Talent Officer
STAMFORD, Conn. /ScoopCloud/ -- EPIC Holdings, Inc. (parent company of EPIC Insurance Brokers and Consultants) has announced the addition of industry leading human capital professional Janine Walter, SPHR, SHRM-SCP who will join as the firm's Chief Talent Officer and become a member of the EPIC Executive Committee. For the past 11 years Walter has held senior executive positions at major insurance intermediaries.
Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes Join EPIC Insurance in Southern California
LOS ANGELES, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants (EPIC) announced today that risk management and insurance professionals Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes have joined the firm's operations in Southern California.
Bank of Southern California NA Hires Market Executive to Grow the Bank’s Presence in Los Angeles
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 Gaylin Anderson has joined the company as Executive Vice President, Market Executive in Southern California. He will be responsible for leading Bank of Southern California's regional presence by actively seeking new business opportunities while expanding upon current relationships.
Mortgage QC Executive Jeremy Burcham to Lead Sales Efforts for TRK Connection’s Insight RDM Platform
SALT LAKE CITY, Utah /ScoopCloud/ -- TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that it has hired Jeremy Burcham as Executive Vice President of Sales. Burcham will leverage his 10+ years of experience in mortgage quality control (QC), compliance, credit policy, due diligence and technology to refine TRK's sales and marketing strategy for its suite of solutions, including its flagship mortgage QC audit platform Insight Risk & Defect Management (RDM).
Third Eye Management Enhances Strategic and Operational Services with addition of Phillip Swearingen
NAPLES, Fla. /ScoopCloud/ -- Third Eye Management and Associates, Inc. is pleased to announce that Phillip Swearingen has joined the Third Eye Team. Swearingen is an ambidextrous operational systems counselor. He is one of the rare few that can design and develop technical and organizational solutions by applying right brain and left-brain methods simultaneously.
EPIC Insurance Adds Diane Montelione to Financial Risk Practice in New York
NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that financial and professional risk management and insurance veteran Diane Montelione has joined the firm's Financial Risk Practice as a senior vice president. She will be based in New York and report to managing principal and Financial Risk Practice Leader, Michael Klaschka.
TeamSnap Appoints New Chief Financial Officer
TeamSnap -
BOULDER, Colo. /ScoopCloud/ -- TeamSnap, the household name in integrated sports management, announced today that Todd Stockard has been appointed the company's new Chief Financial Officer. Stockard will oversee TeamSnap's financial strategy as the company continues its rapid expansion with the introduction of new products, platforms and partnerships.
EPIC Insurance Adds Sean Conrad as Southern California Principal
IRVINE, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Sean Conrad has joined the firm's operations in Southern California as a principal.
LBA Ware Appoints Mortgage Technology Specialist Diana Sheffer as Solutions Consultant
LBA Ware -
MACON, Ga. /ScoopCloud/ -- LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced it has hired Diana Sheffer as a solutions consultant to support the company's sales and product implementation efforts. In this role, Sheffer will apply her 18 years' experience in mortgage lending and technology consulting to connect LBA Ware's clients with best-fit systems integration and process automation solutions to enhance performance-driven organizational growth.
The Seidel Diesel Group Welcomes Jaime Rogan as Marketing Manager
BOLINGBROOK, Ill. /ScoopCloud/ -- The Seidel Diesel Group is pleased to announce that Jaime Rogan has been named Marketing Manager for the company. Her responsibilities in this new role include directing marketing strategies and programs and developing branding for all SDG affiliates.
EPIC Adds KJ Wagner as Principal and Director of Southwest Region Property and Casualty Operations
DALLAS, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a leading national retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran KJ Wagner as Principal and Director of Property & Casualty Insurance Operations for the firm's Southwest Region.
The Seidel Diesel Group Welcomes Sharon Young as Turbocharger Product Manager
BOLINGBROOK, Ill. /ScoopCloud/ -- The Seidel Diesel Group is pleased to announce that Sharon Young has been named Turbocharger Manager for the company. Her responsibilities in this new role will be managing all of SDG's turbocharger business, including the sales team for this product line.
Lion’s Heart Appoints New Executive Director
IRVINE, Calif. /ScoopCloud/ -- Lion's Heart, a 501(c)(3) non-profit, announced today that its Board of Directors has named Becca Tankersley as the organization's next Executive Director effective June 11, 2018. She will work in partnership with the Lion's Heart Board of Directors, staff, volunteers, and community partners to lead the organization forward in creating innovative paths for teens to connect with local volunteer opportunities.
Matic Marks Commitment to Compliance with Appointment of Shaz Kojouri to Senior Management Team
SHERMAN OAKS, Calif. /ScoopCloud/ -- Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, today announced it has tapped Shahrzad "Shaz" Kojouri as VP of legal and compliance. Prior to joining Matic, Kojouri was assistant general counsel for nonprofit student loan provider AccessLex Institute.