Tag Archives: Management and Career Moves

Frenkel Benefits, an EPIC Company Adds Nicholas Tunno in New York

NEW YORK, N.Y. /ScoopCloud/ -- Frenkel Benefits - an EPIC Company announced today that employee benefits, risk management and insurance professional Nicholas Tunno has joined the firm in New York as a Principal.

Tunno will report to Phil Remig, Northeast Region Senior Vice President, Operations and Sales, and he will be based in Frenkel's New York, N.Y. office at 350 Hudson Street.

Tunno joins from the New York office of Marsh & McLennan Agency, where he was a Risk Management Consultant, focusing on the Financial Service, Technology and Transportation sectors, offering employee benefits solutions and risk management strategies to protect and strengthen the clients he served.

Tunno will be responsible for new business development; the management of employee benefits programs; and providing risk management strategies and solutions to mid-market and large clients across a range of industries, including financial institutions.

Said Phil Remig, "Nick's addition further expands and enhances our operations in the greater New York City area and across the Northeast. He has a well-deserved reputation for his professional expertise; for building strong, positive relationships; and for delivering outstanding service to his clients. We're confident that Nick will be an exceptional performer as we continue to deepen and strengthen our team both regionally and across the country."

Tunno attended Florida State University in Tallahassee, Florida, where he earned a Bachelor of Science Degree in Economics and was a member of both the Delta Phi Chapter of Delta Tau Delta Fraternity as well as a member of the Florida State Entrepreneur Incubator program for a business he founded.

Nicholas Tunno can be reached at ntunno@frenkel.com 212.488.0200 (office).

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

News from EPIC Insurance Brokers and Consultants

Frenkel Benefits - an EPIC Company announced today that employee benefits, risk management and insurance professional Nicholas Tunno has joined the firm in New York as a Principal.

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This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Joseph Ferber Joins Frenkel and Company – an EPIC Company in New York

NEW YORK, N.Y. /ScoopCloud/ -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Joseph Ferber has joined the firm's operations in New York as a Principal

Ferber will be based in Frenkel's New York, NY office at 350 Hudson Street and report to Phil Remig, Northeast Region Senior Vice President, Operations and Sales.

Ferber will be responsible for new business development; management of property/casualty insurance programs; and providing risk management strategies and solutions to mid-market and large clients across a range of industries, including financial institutions, manufacturing & distribution, and commercial & habitational real estate.

Ferber joins from the New York office of Marsh & McLennan Agency, where he was an Executive Risk Strategist.

"We are excited to further expand and enhance our operations in the greater New York City area and across the Northeast with Joe's addition," said Phil Remig. "He is highly regarded for his professional knowledge; for building strong, positive relationships; and for providing exceptional service to his clients. Joe will be a terrific addition as we continue to deepen and strengthen our exceptional team both regionally and across the country."

Ferber attended Rider University in Lawrence Township, New Jersey, where he earned a Bachelor of Science Degree in Finance & Economics. While at Rider Ferber was also a member of the University's Division 1 Men's Wrestling Team and was recognized as part of Omicron Delta Epsilon (the International Honor Society of Economics)

Joseph Ferber can be reached at jferber@frenkel.com or 212.488.1886 (office).

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

News from EPIC Insurance Brokers and Consultants

Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Joseph Ferber has joined the firm's operations in New York as a Principal.

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This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

With New Facility, and Aligning Behind New VP/GM Tim Hudson, Hartness Targets ‘Better-than-Ever Products and Customer Service’

GREENVILLE, S.C. /ScoopCloud/ -- It's an oft-proven fact of business and industry that expansion, in and of itself, does not always and automatically lead to bigger and better things. For example, about eight years ago, Hartness, An ITW Company, recognized that it had outgrown its main facility. Accordingly, the company undertook an overall expansion achieved by moving some of its manufacturing to a second facility several miles from Headquarters.

As an unintended consequence of operating in two buildings, customers calling on Hartness would often end up in the wrong location or have to travel from one building to another for engineering meetings or FATS - Factory Acceptance Tests - of their equipment.

To dramatically address such inconveniences and inefficiencies, in February 2019, Hartness will consolidate and move all of its manufacturing under one roof, into a large facility in Greenville, S.C.

This waiting-and-ready building, while not entirely new from the ground up, has been totally renovated and is state-of-the-art, incorporating LEED & Sustainable Design. The building encompasses 234,000 square feet, exceeding by 14,000 square feet the 220,019 square feet contained by the two buildings it will replace.

Having more functions gathered under one, larger roof will benefit customers who visit, and it will also allow Hartness to centralize Sales, Engineering, and Manufacturing Operations, improving both internal and external communication.

This new wide-open design gives Hartness the floor space to streamline its production, in-line its key equipment production areas and improve its parts flow.

Leveraging Improved Facilities with Strong, Savvy New Leadership:

ITW Hartness' current-and-newest VP & General Manager, Managing Director for Europe Tim Hudson, who started this year in July, brings a distinguished, and accomplished background to Hartness. Prior to joining ITW, Tim was General Manager of the Mechanical Systems Product Division of GE Aviation Unison. Tim has also held various positions as General Manager for the Industrial Products segment, as well as the Digital Leader for GE Aviation Unison. He was also a Director of Commercial Operations for GE Aviation Systems and held various positions in Sales Leadership and Engineering at Rockwell Automation.

Tim graduated from the Georgia Institute of Technology with a B.S. degree in Industrial Engineering and earned an Executive MBA from Villanova University.

According to Hudson, "I looked at Hartness and how they've executed and proven the ITW Tool Box business model. I am an avid learner and I saw this as an opportunity to align with a company that has demonstrated global transformation in the Secondary Packaging Industry. It's an opportunity to take a really good company and do something great.

"I want to focus on three things, customer innovation, employee alignment and relentless execution.

"For customer innovation and technology, we will display new greater value-add products at Pack Expo. We'll continue to look at technology investments to improve our positioning for the next 15-20 years. The Industrial Internet of Things is a focus of our innovation.

"The people foundation is here for employee alignment. We have a great history here with a lot of seasoned employees. Our employees are a wealth of untapped potential. Every employee is focused on the customer; however, I want to ensure it's a guiding principle by driving a culture of transparent and respectful candor. I also focus on developing a strong pipeline of talent that positions us for the future. We are currently hiring and looking for top talent that is a cultural fit. Bringing in the right talent is of paramount importance.

"We solve the toughest problems, the ones that other companies cannot. We execute in a way that helps our customers. Leveraging the new facility, we are streamlining operations and we will continue to provide the highest value for each customer's investment we are entrusted with.

"Leveraging my past experiences and learnings will be instrumental in leading this company, as it exists today. While some may view my approach as disruptive, my goal is to make sure we are not only prepared but to excel in the (IIOT) Industrial Internet of Things revolution that is on the cusp of beginning.

"I come from very humble beginnings. I have faced many challenges in life, worked my way through school, and had kids in grad school. I'm just a down-to-earth, grounded, hard-working guy that wants to make a difference like many of my employees. I respect all people and I expect my senior leadership team to reflect that as well. I'm a huge proponent of developing talent, and a firm believer that there's more knowledge from a group than from one individual.

"Recently, I put out a challenge to our employees to come up with a slogan, something that reflects our business in today's climate. A talented employee came back with 'Magna Novi,' which is Latin for a 'Great New Era.' We're adopting this and going to run with it."

Learn more at: http://www.hartness.com/

Facebook: https://www.facebook.com/Hartness/

VIDEO (YouTube): https://youtu.be/JeFiiVEleD8

Address: Hartness, 500 Hartness Drive, Greenville, SC 29615 USA.

News from Hartness an ITW Company

It's an oft-proven fact of business and industry that expansion, in and of itself, does not always and automatically lead to bigger and better things. For example, about eight years ago, Hartness, An ITW Company, recognized that it had outgrown its main facility.

Related link:

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

VLP Law Group Continues Its Growth with the Addition of Patent Attorney Jim White

PALO ALTO, Calif. /ScoopCloud/ -- VLP Law Group LLP is pleased to announce that patent attorney Jim White has joined the firm's Intellectual Property Practice Group as a partner based in Seattle, Washington.

Mr. White is a seasoned patent attorney with over 20 years of experience in patent procurement in computer-related areas, including computer software and Internet-related patents. He focuses his practice on the domestic and foreign prosecution of computer-related patents, and also provides services in strategic planning and analysis of patent portfolios, patent validity and infringement opinions, and patent licensing.

Prior to becoming a software patent attorney, Mr. White worked as a software engineer in Silicon Valley for over six years.

"We are thrilled that Jim will be joining the VLP patent team," said David Roise, Co-Chair of VLP's Intellectual Property Practice Group. "Jim's technology background in software and Internet-related technology will further strengthen our expertise in these areas. His experience working as a software engineer in Silicon Valley prior to becoming a patent attorney, and his subsequent legal practice in patent prosecution, strategic IP planning and analysis and patent diligence speak to the expertise and value he provides his clients. We look forward to having him as part of our IP group."

Mr. White said, "VLP's sophisticated cloud-based infrastructure, as well as its existing team of skilled patent procurement professionals, will enable me to provide outstanding service to clients. I am very excited to be joining this fine team of lawyers in such a dynamic environment."

About VLP:

Founded in 2008, VLP is a business and transactional law firm that delivers top quality legal services from experienced attorneys through an efficient platform. The firm has a broad practice, reaching across many industry sectors, including high tech, life sciences, clean tech, retail, consumer products, edtech, and real estate. VLP has continued its strong growth, and is made up of noted attorneys with significant experience who believe VLP's unique, client-oriented model is the best platform for their practice. Our partners are regularly recognized by their peers as outstanding attorneys, and the firm has been recognized as a top company for its promotion of quality of life in the workplace.

VLP partners represent clients that vary in size from individual executives and early-stage startups to Fortune 500 companies. Our clients include public and private corporations, venture capital investors, private equity funds, educational institutions and companies, nonprofits and individuals.

We provide general corporate, licensing, contract, intellectual property protection and counseling, securities regulation, financing, merger and acquisition, real estate, commercial lending, tax, employment and other legal services.

More information: https://www.vlplawgroup.com/

News from VLP Law Group LLP

VLP Law Group LLP ('VLP') is pleased to announce that patent attorney Jim White has joined the firm's Intellectual Property Practice Group as a partner based in Seattle, Washington. Prior to becoming a software patent attorney, Mr. White worked as a software engineer in Silicon Valley for over six years.

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This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

EPIC Insurance Brokers adds Matt Lumelleau in Houston

HOUSTON, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that Matt Lumelleau has joined the firm's Property & Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

Lumelleau, based in Houston, will be responsible for new business development, the design, placement and management of property/casualty insurance programs; and providing risk management strategies and solutions for mid-market and large clients across a range of industries.

Lumelleau joins EPIC from Lockton, where he supported the Houston office as a producer, unit manager and team leader. Previously, he held positions with Tri-City Brokerage as an associate vice president and AIG Environmental as a senior underwriter.

"We are thrilled to continue the growth of our Property Casualty Practice in the Southwest region with Matt's addition," said KJ Wagner. "He brings a strong risk management background that adds tremendous value to our clients and our organization as a whole. Matt will be a terrific addition to the EPIC Property Casualty team."

Lumelleau graduated from Regis University and The National Outdoor Leadership School.

He can be reached at matt.lumelleau@epicbrokers.com or 303-482-7981.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

News from EPIC Insurance Brokers and Consultants

EPIC Insurance Brokers and Consultants announced today that Matt Lumelleau has joined the firm's Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

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This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Bank of Southern California, N.A. Names Helen Johnson Senior VP, Loan Administration Manager

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 that Helen Johnson has joined the company as Senior Vice President, Loan Administration Manager.

She will be responsible for all functions related to loan processing, documentation, compliance and loan servicing.

Mrs. Johnson is an accomplished banking professional with a wealth of experience covering SBA lending, loan processing, business development, and portfolio management in the San Diego market. Prior to joining Bank of Southern California, she served as Vice President, Business Development Officer for CapitalSource, a division of Pacific Western Bank. With a commitment to the community, she served as the emeritus President and Board Member of the Escondido East Rotary Club.

"Helen's thirty-eight-year banking career, including twenty-five years in SBA lending, will be an asset as we look to further develop and expand our loan administration group," said Robert Marshall, Executive Vice President, Chief Credit Officer. "Her in-depth knowledge of commercial lending will be invaluable to our continued growth in the Southern California region," concluded Marshall.

About Bank of Southern California

A growing community bank, established in 2001, Bank of Southern California, N.A., with headquarters in San Diego, Calif., is locally owned and managed, and offers a range of financial products to individuals, professionals and small-to-medium sized businesses.

The Bank's solution-driven, relationship-based approach to banking provides accessibility to decision makers and enhances value through strong partnerships with its clients. The Bank currently operates eleven branches in San Diego County, Los Angeles County, the Coachella Valley in Riverside County, as well as a production office in Orange County.

For more information, please visit https://www.banksocal.com/ or call (858) 847-4780.

Tickers: OTC Pink:BCAL / OTC:BCAL / OTCMKTS: BCAL / OP: BCAL

News from Bank of Southern California NA

Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce that Helen Johnson has joined the company as Senior Vice President, Loan Administration Manager.

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This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Current Builders Appoints Chip Angenendt as Principal in Charge of Senior Living Projects

POMPANO BEACH, Fla. /ScoopCloud/ -- Current Builders (www.currentbuilders.com), based in Pompano Beach, recently hired Chip Angenendt as the Principal in Charge of key senior living projects including Allegro Senior Living in Parkland and Sunrise Senior Living in Boynton Beach. Angenendt has also been selected to coordinate the firm's expansion to the west coast of Florida, which will commence in late 2018.

"This is a homecoming for Chip, and we are honored that he is back at our firm," said Michael Taylor, President of Current Builders. "With 43 years in the industry, he brings unparalleled experience and will be a stellar representative as we expand our presence to the west coast of Florida later in the year."

Angenendt was a VP/District Manager for Current Builders from 2004-2011 before moving to Jacksonville, where he held the position of Director of Construction Management for Sauer Incorporated. With Sauer, Angenendt was involved in multiple military projects across the eastern seaboard.

"Returning to Current Builders is a tremendous opportunity," said Angenendt. "The senior living industry is one of the fastest growing in the country. We are looking at the doubling of the 65-plus demographic by 2050 according to Census Bureau projections, and our firm is ready to partner with developers to assure that demand is met with on-time and on-budget projects."

Current Builders projects such as Allegro and Sunrise reflect the changing wants and desires of seniors. "We are building for the future with enhanced amenities and social spaces along with options for advanced safety and aging protocols," he continued.

Securing new senior living projects along with other multi-family housing and office projects is at the core of firm's strategic expansion to the west coast of Florida. Angenendt, along with his wife Teresa, Current Builder's Preconstruction Manager, will be heading up a new office in the fall. Having a team onsite, will allow Current Builders to provide services to their trusted developer partners while also creating new relationships.

Angenendt is also enthused about his role in mentoring the next generation of construction professionals at Current Builders, providing them with a wealth of advanced on-site training and long-term career advice.

Current Builders is an award-winning general contractor, established in 1972 with average annual revenues of $150 Million. Current Builders specializes in multi-family residential projects, healthcare facilities, office/warehouse buildings, commercial distribution facilities, parking garages, interior build-outs, interior and exterior renovations, all included as turnkey projects inclusive of the construction of the buildings and related site work.

More information: http://www.currentbuilders.com/

News from Current Builders

Current Builders, based in Pompano Beach, recently hired Chip Angenendt as the Principal in Charge of key senior living projects including Allegro Senior Living in Parkland and Sunrise Senior Living in Boynton Beach. Angenendt has also been selected to coordinate the firm's expansion to the west coast of Florida, which will commence in late 2018.

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This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Current Builders Hires Teresa Angenendt as Pre-Construction Manager

POMPANO BEACH, Fla. /ScoopCloud/ -- Current Builders, based in Pompano Beach, recently announced the hiring of Teresa Angenendt as Pre-Construction Manager for the general contracting firm. With over 27 years' experience in the commercial architecture and construction industry, Teresa brings a diverse skill set to the firm.

A strong advocate for vocational and on-the-job training, she began her career under the apprenticeship of the legendary George Palermo, ascending from the blueprint runner to Vice President of George Palermo Architects. At Current Builders, she will be the liaison between the design and construction teams, in addition, she will be spearheading the firm's expansion to the west coast of Florida.

With almost three decades in the industry, Teresa, is a true leader," said Michael Taylor, President of Current Builders. "Her career has forged a path for others and is a prime example of the critical importance of on-the-job training. She is one of the most respected professionals in the industry today, and we are honored to have her join our team. During her career, she has excelled in every phase of this industry. With her immense skill set, she is the perfect choice to enhance the communication flow between our divisions and to represent our firm as we explore growth potential throughout the state."

Teresa, who learned the business from the ground up, has demonstrated expertise in all areas of the field including client relations, programming, design, project management and construction management. During her lengthy career, she has designed diverse spaces and managed multiple complex projects from conception through construction administration.

During her tenure with Sauer Incorporated (Federal Division), she was instrumental in refining their Quality Control Program instituting standardized recording processes and management thereof. She also spent time on site as Construction Quality Control Manager on multiple Naval and Air Force projects, earning the government's prestigious Exceptional Evaluation award for Hangar 1552, Naval Station Mayport, Fla.

"I am looking forward to my new role at Current Builders," said Angenendt. "Ensuring a smooth handoff from the design team to the construction team is a critical component. In my role as Pre-Construction Manager, I will be enhancing the synergy between the teams and positioning the firm for growth on the west coast of Florida."

With many South Florida developers expanding their footprint on the west coast, Current Builders is now looking to expand their presence in that region. Angenendt and her husband Chip, who also works for Current Builders, will be heading up a new office in the fall. Having a team onsite, will allow Current Builders to provide services to their trusted developer partners while also creating new relationships.

Current Builders is an award-winning general contractor, established in 1972 with average annual revenues of $150 Million. Current Builders specializes in multi-family residential projects, healthcare facilities, office/warehouse buildings, commercial distribution facilities, parking garages, interior build-outs, interior and exterior renovations, all included as turnkey projects inclusive of the construction of the buildings and related site work.

More information: http://www.currentbuilders.com/

News from Current Builders

Current Builders, based in Pompano Beach, recently announced the hiring of Teresa Angenendt as Pre-Construction Manager for the general contracting firm. With over 27 years' experience in the commercial architecture and construction industry, Teresa brings a diverse skill set to the firm.

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This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Bank of Southern California, N.A. Appoints Ann Torrico as 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 Ann Torrico as Managing Director in Los Angeles. She will be responsible for expanding Bank of Southern California's market presence by actively seeking new business opportunities in the Greater Los Angeles region with a focus in West Los Angeles and South Bay.

Bank of Southern California first entered the Los Angeles market on August 1, 2018 through its successful acquisition of Americas United Bank.

Mrs. Torrico brings nearly 17 years of industry experience with a focus on private client and commercial banking relationships, providing guidance and superior service to help her clients achieve their financial objectives. Most recently, she served as Private Banking Director, Senior Relationship Manager for a well-known regional bank in Manhattan Beach. She holds a bachelor's degree from the University of Maryland and a Master of Arts from National University in Los Angeles.

"Ann is an accomplished banking professional with strong market knowledge, deep roots, and a long history of delivering custom financial solutions to entrepreneurs, professionals, and small to mid-sized businesses throughout Los Angeles County," said Tony DiVita, Executive Vice President and Chief Banking Officer. "Ann will be a strong addition to our newly expanded Los Angeles banking team," concluded DiVita.

About Bank of Southern California

A growing community bank, established in 2001, Bank of Southern California, N.A., with headquarters in San Diego, Calif., is locally owned and managed, and offers a range of financial products to individuals, professionals and small-to-medium sized businesses. The Bank's solution-driven, relationship-based approach to banking provides accessibility to decision makers and enhances value through strong partnerships with its clients. The Bank currently operates eleven branches in San Diego County, Los Angeles County, the Coachella Valley in Riverside County, as well as a production office in Orange County.

For more information, please visit https://www.banksocal.com/ or call (858) 847-4780.

Tickers: OTC Pink:BCAL / OTC:BCAL / OTCMKTS: BCAL / OP: BCAL

News from Bank of Southern California NA

Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Ann Torrico as Managing Director in Los Angeles. She will be responsible for expanding Bank of Southern California's market presence by actively seeking new business opportunities in the Greater Los Angeles region with a focus in West Los Angeles and South Bay.

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This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Strategic Benefits Advisors Adds Lesley Posey to Its Benefits Consulting Team

ATLANTA, Ga. /ScoopCloud/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the appointment of Lesley Posey to the position of benefits consultant. In this role, Posey will provide pension and retiree medical plan sponsors with a full array of actuarial and strategic advisory services, including administration services for defined benefit plans.

Posey joins SBA from Willis Towers Watson, where she was a consultant serving the firm's US Retirement line of business. Her career as a retirement actuary spans 30 years and several of the industry's largest firms; Posey worked nearly half of her career for Willis Towers Watson and two predecessors (Towers Perrin and Watson Wyatt Worldwide). She also spent time with Buck Consultants and Ernst & Young and served as an in-house contractor for The Coca-Cola Company through outsourcing provider Pension Resource Group.

Posey's pension and retiree medical consulting expertise includes plan design, administration and forecasting; governmental filings and nondiscrimination testing; and plan operational reviews and troubleshooting (such as data and calculation remediation and lost participant resolution). She has served dozens of pension plan sponsors and administrators across a wide range of industries.

"Strategic Benefits Advisors, where experience runs deep and service is delivered with a personal touch, is a refreshing culture to be a part of," said Posey. "Having responsibility for not just plan valuation work but also plan administration is especially rewarding; I love helping plan sponsors solve their particularly challenging benefits issues and make sure their plans are operating as they should."

"Strategic Benefits Advisors is proud to have built one of the industry's most seasoned consulting teams. When it comes to recruiting new advisors, we look for the right mix of experience and passion - which we found in spades in Lesley," said SBA Co-Founder and Principal Mindy Zatto. "We are delighted to welcome her to SBA and know that our clients will benefit from her years of serving pension plan sponsors with excellence."

Posey is an Enrolled Actuary (EA) and an Associate of the Society of Actuaries (ASA). She officially joined SBA in April 2018 and is based in the company's Atlanta metro office. Posey holds a bachelor's degree in math and economics from St. Olaf College in Northfield, Minnesota.

About Strategic Benefits Advisors:

Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for clients ranging from 500 to over 250,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition.

With an average of over 20 years in the field, SBA's team of actuaries, consultants and systems specialists is among the most experienced in the industry.

For more information, visit http://www.sba-inc.com/.

News from Strategic Benefits Advisors Inc.

Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the appointment of Lesley Posey to the position of benefits consultant. In this role, Posey will provide pension and retiree medical plan sponsors with a full array of actuarial and strategic advisory services, including administration services for defined benefit plans.

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This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Paladin Advisory Services Adds Mortgage Loan Quality Expert John Gray to Lead Forensic Loan File Reviews, Enhance Strategic Guidance and Training Services

ATLANTA, Ga. /ScoopCloud/ -- Paladin Advisory Services, LLC, is pleased to announce that mortgage loan quality subject matter expert John Gray, CFE, CAMS, has joined its team. Gray will drive Paladin's forensic loan file review programs and enhance its offerings in strategic guidance and training for mortgage lenders.

Gray's prior experience includes working as senior vice president of repurchases at CITI, senior vice president of investigations at JP Morgan/Chase, and senior vice president of fraud prevention at Bear Sterns/EMC Mortgage. He has conducted highly confidential internal white-collar criminal investigations, including misappropriation of funds, and presented educational training programs for the MBA, the FBI, and more.

"John is a legend in the industry, having been at the forefront of the fight to maintain data integrity for lenders since his days as a charter member of Freddie Mac's first investigative unit to his days resolving repurchase issues to the tune of $1.5 billion in recoveries for CITI Mortgage," said Ann Fulmer, J.D., principal, Paladin Advisory Services. "John's experience assessing and mitigating risks posed by correspondents and vendors, coupled with his deep understanding of all aspects of the mortgage origination process, makes him an invaluable resource for mortgage lenders and for Paladin.

"With fraud reports on the rise, the timing couldn't be better," she added.

"Today's market is very similar to the market just before the 'mortgage meltdown' occurred. Although loan quality is up significantly since then and loan performance is very good, there are warning signs on the horizon," Gray said. "Volumes are down, underwriting standards are being loosened, and the average American lives paycheck to paycheck.

"It's no wonder that old frauds like flipping and the use of straw buyers are on the rise, or that new frauds - like the wire fraud committed via comprised business email channels - are becoming more common," he said.

"Lenders should take advantage of today's relatively benign conditions to prepare for what will be challenging times when the economy eventually turns down again," Fulmer cautioned. "If we learned only one lesson from the economic crisis, it should be that preventing bad loans is a whole lot cheaper than trying to clean up afterwards."

About Paladin Advisory Services:

Headquartered in Atlanta, Georgia, Paladin Advisory Services provides forensic file reviews, strategic guidance on improving operational proficiencies in the quest for better data integrity and provides custom training materials and presentations for lenders and affiliated industries.

Media Contact:
For more information, contact Ann Fulmer at 404.626.9916 or AFulmer@PaladinAdvisoryServices.com.

News from Paladin Advisory Services LLC

Paladin Advisory Services, LLC, is pleased to announce that mortgage loan quality subject matter expert John Gray, CFE, CAMS, has joined its team. Gray will drive Paladin's forensic loan file review programs and enhance its offerings in strategic guidance and training for mortgage lenders.

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Bank of Southern California, N.A. Names Soly Cangarlu Vice President, Branch Manager in West L.A.

17-1117-bank-of-so-calif-696x522.jpg /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Soly Cangarlu Vice President, Branch Manager. She will be responsible for developing client relationships and expanding the bank's presence in West Los Angeles.

Currently, the bank is in the process of identifying a de-novo branch location which will become the bank's West Los Angeles branch. This will be Bank of Southern California's fifth location in Los Angeles County, further demonstrating the company's commitment to serving this vibrant and important Southern California market.

Mrs. Cangarlu is an accomplished and seasoned banking professional with more than 30 years' experience in the banking industry and deep roots in the Los Angeles market. Prior to joining Bank of Southern California, she served as the Vice President, Branch Manager for a regional bank in Santa Monica where she was responsible for opening a de-novo office and transforming it into a top-producing branch. She holds a bachelor's degree from California State University, Los Angeles.

"Soly brings extensive experience in developing and leading banking teams throughout Los Angeles County and will play a key role in supporting our continued growth as we further our expansion in the Los Angeles region," said Nathan Rogge, President and Chief Executive Officer.

"Soly's expertise and proven leadership is a great addition to Bank of Southern California's newly expanded branch banking team," concluded Rogge.

About Bank of Southern California:

A growing community bank, established in 2001, Bank of Southern California, N.A., with headquarters in San Diego, Calif., is locally owned and managed, and offers a range of financial products to individuals, professionals and small-to-medium sized businesses. The Bank's solution-driven, relationship-based approach to banking provides accessibility to decision makers and enhances value through strong partnerships with its clients. The Bank currently operates eleven branches in San Diego County, Los Angeles County, the Coachella Valley in Riverside County, as well as a production office in Orange County.

For more information, please visit https://www.banksocal.com/ or call (858) 847-4780.

*LOGO Link for Media: Send2Press.com/300dpi/18-0118s2p-bank-so-cal-300dpi.jpg

Tickers: OTC Pink:BCAL / OTC:BCAL / OTCMKTS: BCAL / OP: BCAL

News from Bank of Southern California NA

Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Soly Cangarlu Vice President, Branch Manager. She will be responsible for developing client relationships and expanding the bank's presence in West Los Angeles.

Related link:

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Bank of Southern California N.A. Names Laura H. Araluce Vice President, Branch Manager

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 that Laura H. Araluce has joined the company as Vice President, Branch Manager. She will be responsible for growing Bank of Southern California's presence in Orange County.

The company first announced plans to enter the market in January 2018, through the opening of a loan production office in the city of Orange. The bank is currently in the process of identifying a permanent branch location which will also serve as its regional banking center in the market.

Mrs. Araluce has a demonstrated track record of helping local businesses grow and succeed. She brings more than 30 years of banking and branch management experience to her role. Most recently, she served in a similar role for a well-known regional bank managing two Orange County offices.

"Laura is a highly-regarded Branch Manager offering extensive in-market expertise, a proven record of success, a strong commitment to the community and a dedication to providing best in class customer service," said Nathan Rogge, President and Chief Executive Officer.

"The addition of Laura to our branch banking team is an important step in growing Bank of Southern California's footprint and expanding our Orange County presence," concluded Rogge.

About Bank of Southern California

A growing community bank, established in 2001, Bank of Southern California, N.A., with headquarters in San Diego, Calif., is locally owned and managed, and offers a range of financial products to individuals, professionals and small-to-medium sized businesses. The Bank's solution-driven, relationship-based approach to banking provides accessibility to decision makers and enhances value through strong partnerships with its clients. The Bank currently operates eleven branches in San Diego County, Los Angeles County, the Coachella Valley in Riverside County, as well as a production office in Orange County.

For more information, please visit https://www.banksocal.com/ or call (858) 847-4780.

Tickers: OTC Pink:BCAL / OTC:BCAL / OTCMKTS: BCAL / OP: BCAL

News from Bank of Southern California NA

Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce that Laura H. Araluce has joined the company as Vice President, Branch Manager. She will be responsible for growing Bank of Southern California's presence in Orange County.

Related link:

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Bank of Southern California, N.A. Expands Los Angeles Banking Team with the Addition of Three Branch Managers

SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, Calif., announced the addition of three tenured Branch Managers to support the company's recent expansion into Los Angeles County.

Sergio Gomez - Vice President, Branch Manager, Santa Fe Springs and Commerce:
Mr. Gomez has joined Bank of Southern California as Vice President, Branch Manager and will focus on deposit acquisition, sales and relationship development for the Santa Fe Springs and Commerce offices. He brings 23 years of local banking experience, specializing in business banking, internal branch operations and branch management. Mr. Gomez was formerly Vice President, Branch Manager for a regional bank's Montebello and Downey offices.

Carlos Huiza - Vice President, Branch Manager, Lancaster:
Mr. Huiza has joined the company as Vice President, Branch Manager and will oversee deposit growth, sales and profitability for the Lancaster branch. He has more than 18 years of experience working for business banks in the Los Angeles market. Mr. Huiza was previously Vice President, Branch Manager for a California-based bank in Woodland Hills and Calabasas. He holds a bachelor's degree from University of Phoenix.

Stuart Cano - Vice President, Branch Manager, Glendale:
Mr. Cano has joined the Bank as Vice President, Branch Manager and will be responsible for the customer service, performance and profitability of the Glendale branch, as well as staff development. With 25 years of banking experience, he is a well-known and respected banking professional with a commitment to delivering superior service. Prior to joining the Bank, he held a similar role at a California-based business bank. Active in the community, Mr. Cano is involved in numerous philanthropic organizations and serves as Board Chair for New Horizons Charter Academy. He holds a bachelor's degree from Instituto Latino Americano in Honduras.

"The Bank's recent expansion into Los Angeles through our acquisition of Americas United Bank, makes this is a natural time to grow and strengthen our branch banking team," said Nathan Rogge, President and Chief Executive Officer. "The addition of these three experienced and proven leaders will allow us to further develop the Los Angeles market and reinforce our commitment to the Southern California community," noted Rogge.

About Bank of Southern California:
A growing community bank, established in 2001, Bank of Southern California, N.A., with headquarters in San Diego, Calif., is locally owned and managed, and offers a range of financial products to individuals, professionals and small-to-medium sized businesses. The Bank's solution-driven, relationship-based approach to banking provides accessibility to decision makers and enhances value through strong partnerships with its clients. The Bank currently operates eleven branches in San Diego, Los Angeles, the Coachella Valley in Riverside County, as well as a production office in Orange County.

For more information, please visit https://www.banksocal.com/ or call (858) 847-4780.

Tickers: OTC Pink:BCAL / OTC:BCAL / OTCMKTS: BCAL / OP: BCAL

News from Bank of Southern California NA

Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, Calif., announced the addition of three tenured Branch Managers to support the company's recent expansion into Los Angeles County.

Related link:

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

The ACEC Business Insurance Trust Announces Leadership Changes and New Trustee Appointments

WASHINGTON, D.C. /ScoopCloud/ -- The American Council of Engineering Companies Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today leadership changes within the Trust as well as new Trustee appointments. Current Trustees Robin S. Greenleaf, P.E., LEED AP, Robert A. Overfield, P.E., and Michael D. Klingner, P.E. have assumed new leadership roles for the ACEC BIT. Robin will serve as Chair of the BIT Trustees, Robert as Vice Chair, and Michael as Treasurer. Former Chair Gary Loesch, P.E., DEE, will remain involved with the Trust as Trustee Emeritus.

Additionally, Armando Ramos, P.E., LEED AP and Richard Humann, P.E., have been appointed Trustees for the ACEC BIT. "We are very pleased to welcome new Trustees Armando and Rich. With their extensive experience in managing engineering firms in California and the northeastern US, they bring a balanced perspective to the Trust and a thorough understanding of the risks and challenges facing engineering firms today," said Robin.

Armando Ramos is President of Ramos CS, a multi-service infrastructure consulting firm specializing in engineering, program, and construction management. Mr. Ramos has over 22 years of experience working on large-scale transit and transportation systems, international airport expansions, and federal and municipal facilities.

Mr. Ramos started his career as a Structural Engineer, where he was responsible for the design of several federal facilities and structures, including the Metro Gold Line underground tunnels and bridges in the Los Angeles area. Armando has held many ACEC leadership roles, with his most recent being ACEC Los Angeles President (2018-2019).

Mr. Richard Humann is Chairman, President, and CEO of H2M architects + engineers; H2M Associates, Inc.; and H2M Architects & Engineers, Inc., where he first started as an engineering intern in 1987. Rich became the CEO in 2013, and since been responsible for the overall performance of the firm, driving the corporate mission, vision, and values of the firm to create a working environment that promotes growth, engagement, and positive culture. "Building sustainable communities since 1933" is H2M's mission, marshalled by Rich in how he motivates and encourages all employees to make sustainable design the foundation of the firm. Rich sits on several charitable, business, and academic boards, including the Engineering Advisory Boards at Stony Brook University and the New York Institute of Technology, and the Corporate Advisory Board of Cold Spring Harbor Laboratory.

The ACEC BIT is responsible for providing quality business insurance responsive to engineering firms' unique needs, delivering exceptional service to ACEC members, and offering valuable and relevant member benefits. The Trustees strive to meet and exceed member firms' expectations and are committed to helping the Program keep pace with changes in the profession.

For additional information regarding the ACEC BIT Program, please contact Jeff Connelly at Greyling/EPIC (833-223-2248 or jeff.connelly@greyling.com) or any of the following BIT Trustees:

Robin S. Greenleaf, P.E., LEED AP, F.ACEC
Phone: 617.542.0810
Email: rgreenleaf@arcengrs.com

Robert A. Overfield, P.E.
Phone: 307.587.4911
Email: robertov@eaengineers.com

Michael D. Klingner, P.E.
Phone: 217.223.3670
Email: mdk@klingner.com

Doris I. Willmer, P.E., LEED AP, F.ACEC
Phone: 770.939.9904
Email: dwillmer@willmerengineering.com

Rachel Hayden, P.E.
Phone: 214.753.8100
Email: Rachel@haydenconsultants.com

Armando Ramos, P.E., LEED AP
Phone: 626.993.6786
Email: aramos@ramoscs.com

Richard Humann, P.E.
Phone: 631.756.8000
Email: rhumann@h2m.com

Marc Alper, P.E., S.E., F.ACEC
Phone: 314.432.8600
Email: marc.alper@alperaudi.com

Gary E. Loesch, P.E. DEE
Phone: 631.756.8000, ext. 1140
Email: gloesch@h2m.com

About EPIC:
EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty, and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

News from EPIC Insurance Brokers and Consultants

The American Council of Engineering Companies Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today leadership changes within the Trust as well as new Trustee appointments. Current Trustees Robin S. Greenleaf, P.E., LEED AP, Robert A. Overfield, P.E., and Michael D. Klingner, P.E. have assumed new leadership roles for the ACEC BIT.

Related link:

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

EPIC Insurance Brokers adds Anthony Craig Morelos in Austin TX

AUSTIN, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that Craig Morelos has joined the firm's Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

Morelos will be responsible for new business development, the design, placement and management of property/casualty and workers' compensation insurance programs; and providing risk management strategies and solutions for mid-market and large clients across a range of industries.

Morelos joins EPIC from USI Insurance Services in Austin, Texas, where he was Vice President, Property & Casualty. Previously, Morelos also held positions with Dean & Draper Insurance Agency.

"We are excited to further expand EPIC's property casualty operations in the Southwest region with Craig's addition," said KJ Wagner. "He brings a strong risk management background that will support our clients and our organization as a whole. Craig will be a terrific addition as we continue to build and strengthen our exceptional EPIC team in the Southwest and across the country."

Morelos attended Southwest Texas State University where he studied Business Administration and Management. He is a member of the Associated General Contractors of America Association.

Craig Morelos can be reached at craig.morelos@epicbrokers.com or 281-224-8900.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

News from EPIC Insurance Brokers and Consultants

EPIC Insurance Brokers and Consultants announced today that Craig Morelos has joined the firm's Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

Related link:

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

EPIC Insurance Brokers adds Sam Siddons in Austin Texas

AUSTIN, Texas /ScoopCloud/ -- PIC Insurance Brokers and Consultants announced today that Sam Siddons has joined the firm's Property & Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

Siddons will be responsible for new business development, the design, placement and management of property/casualty insurance programs; and providing risk management strategies and solutions for mid-market and large clients across a range of industries. His primary area of focus is in construction and commercial real estate.

Siddons joins EPIC from USI Insurance Services in Austin, Texas, where he was a Sales Executive. Previously, Siddons held positions with Frank Siddons Insurance Agency in Austin, Texas.

"We are thrilled to continue the growth of our Property Casualty Practice in the Southwest region with Sam's addition," said KJ Wagner. "He brings a strong risk management background in commercial real estate and construction that will support our clients and our organization as a whole. Sam will be a terrific addition to the EPIC Property Casualty team."

Siddons attended New Mexico Military Institute and Texas Tech University.

Sam Siddons can be reached at sam.siddons@epicbrokers.com or 512-751-1721.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

News from EPIC Insurance Brokers and Consultants

EPIC Insurance Brokers and Consultants ('EPIC') announced today that Sam Siddons has joined the firm's Property & Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

Related link:

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

EPIC Insurance Brokers adds Jeremiah Glassford, JD in Birmingham, Alabama

BIRMINGHAM, Ala. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today 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.

Glassford will be involved in all aspects of new business development, risk management and client retention, including needs assessment and exposure identification; risk management and insurance program audits; program design and placement; ongoing client management; program stewardship; and resource and vendor management.

Glassford joins EPIC from Birmingham-based law firm Balch & Bingham where he was a commercial litigator. In that capacity, Glassford represented clients throughout the country, ranging from private equity investors and public utilities to product manufacturers and insurance companies, in commercial litigation involving contract disputes, insurance coverage issues, business torts and unfair competition, financial services, products liability, intellectual property and trade secrets, class actions, and health care issues.

Glassford has also served in the U.S. Army since 1999, including three tours of duty in Afghanistan and Iraq and with extensive leadership and risk management/safety training. He currently serves on the U.S. Army Reserve's Regional Emergency Preparedness Liaison Officer Team for Federal Emergency Management Agency Region IV, where he coordinates Department of Defense military assistance to other federal agencies, state governments, and civilian authorities during large-scale disaster response operations.

"We are excited to further enhance EPIC's operations in Birmingham and the Southeast Region with the addition of Jeremiah," said Crawford McInnis. "His litigation-focused legal background and experience as a senior troop leader in high-risk combat zones and disaster responses give him a unique perspective to identify and successfully manage risks, particularly those that are contractual in nature, as well as problem solve for our clients.

"Jeremiah will be a terrific addition as we continue to build and strengthen our EPIC team here in Birmingham and across the country."

Glassford earned a Bachelor of Science Degree in Business Administration from the University of Alabama at Birmingham, before obtaining his Juris Doctor degree from the University of Alabama School of Law, with magna cum laude honors.

Jeremiah Glassford can be reached at jeremiah.glassford@epicbrokers.com or 205-581-3352.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

News from EPIC Insurance Brokers and Consultants

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.

Related link:

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

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.

Cantafi joins PowerGuard from The Warranty Group where he spent the past nine years as their Vice President of Sales, North America, and established key partnerships with eBay, Barnes & Noble, Haier, Motorola, Micro Center, Peloton, and Vizio.

Cantafi previously spent six years as Director, National Sales at Service Net Warranty, delivering a full range of service solutions including warranty management administration, extended service programs, customer service support, service network management, claims processing services, and service contract underwriting.

Said EPIC Holdings CEO John Hahn (a co-founder of PowerGuard), "Dan is a high energy professional and a top business development and relationship management specialist in the warranty space and we couldn't be happier that he has joined to represent and promote both PowerGuard and EPIC's recent acquisition, After Inc. This is a very exciting development for our clients and for our other business partners around the world."

PowerGuard is the largest provider of an innovative 25-year, non-cancellable quality and performance guarantee solution to back up a solar module manufacturer's own warranty terms. Guaranteeing warranty terms through the use of insurance provides the certainty manufacturers and their customers seek, as well as long-term stability for the industry.

The PowerGuard solution - available through EPIC Insurance Brokers & Consultants and other top retail insurance brokers globally - provides certainty and security to the solar manufacturer's end customers, with warranty terms that are non-cancellable - surviving even insolvency and bankruptcy. Third-party rights to the policy in case the original solar manufacturer goes out of business are also offered, backed by the capital strength of top rated insurers.

Dan Cantafi can be reached at:
Phone: 949-224-1320.
Email: dan.cantafi[at]powerguardins.com

About PowerGuard Specialty Insurance Services:

PowerGuard is a specialty renewable energy program manager specializing in the design and underwriting of unique insurance and risk management solutions for wind, solar and other alternative energy companies.

PowerGuard's PowerClip warranty product is the most comprehensive contractual liability coverage available to renewable energy manufactures, project developers, power generation operators and the financial institutions who invest in them.

More information: http://www.powerguardins.com/.

About After Inc.:

Founded in 2005 as a subsidiary of Fulcrum Analytics, After Inc. was formally created in 2015 to offer the industry's most advanced warranty products and services. Clients include a number of the world's top brands, including Canon, Electrolux, Ford, Generac, Jaguar Land Rover, Polaris, and Seagate Technologies,
Led by Chief Executive Officer Nathan Baldwin and Chief Technology Officer David King, After Inc. has four core product offerings: warranty marketing, warranty analytics, warranty administration and the After Protection Plan which includes data recovery services.

Additional information: http://afterinc.com/.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

News from PowerGuard Specialty Insurance Services

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.

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

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.

Mrs. Puckett, a highly-regarded banker with a proven history of results-driven success, has more than fourteen years of experience in business development in the San Diego market. Prior to joining Bank of Southern California, she held a similar role at First Foundation Bank. Active in the community, she is a member of University Club and Rady Children's Hospital Auxiliary. Mrs. Puckett holds a bachelor's degree in International Business from San Diego State University, and an International Business degree from ESSEC Business School in France.

"I am pleased to welcome Catherine to Bank of Southern California's business banking team. Her well-established network in the San Diego market paired with her outstanding reputation for providing superior service, make her a great asset," said Tony DiVita, Executive Vice President and Chief Banking Officer.

"The addition to Catherine to our team is important in expanding our local presence as well as supporting the Bank's overall growth in the Southern California market. Her strong commitment to small to mid-sized businesses as well as the community, make her a great fit," concluded DiVita.

About Bank of Southern California:

A growing community bank, established in 2001, Bank of Southern California, N.A., with headquarters in San Diego, Calif., is locally owned and managed, and offers a range of financial products to individuals, professionals, and small-to-medium sized businesses. The Bank's solution-driven, relationship-based approach to banking provides accessibility to decision makers and enhances value through strong partnerships with its clients. The Bank currently operates seven branches in San Diego and the Coachella Valley in Riverside County, and a production office in Orange County.

For more information, please visit https://www.banksocal.com/ or call 858.847.4780.

Ticker: OTC Pink:BCAL / OTC:BCAL / OTCMKTS:BCAL / OP: BCAL

News from Bank of Southern California NA

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.

Related link:

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

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.

Close will be involved in all aspects of client support, account rounding and relationship management; including needs assessment, risk management and insurance program design and placement, ongoing account management, program stewardship, and resource and vendor management.

Close joins EPIC from Bankers Life in Birmingham, where he was an agent, responsible for new business development and the oversight and management of client relationships.

"We are excited to further enhance EPIC's operations in Birmingham and the Southeast Region with Josh's addition," said Brian Tanner. "He is well regarded for his business development and needs assessment ability, and for building strong, positive relationships with clients, insurance companies and other business partners. Josh will be a terrific addition as we continue to build and strengthen our exceptional EPIC team here in Birmingham and across the country."

Close attended Liberty University in Lynchburg, Virginia where he earned a degree in Interdisciplinary Studies, Business and Sports Management, and played varsity baseball as a member of the Liberty Flames.

Josh Close can be reached at josh.close@epicbrokers.com or 205-581-3357.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

News from EPIC Insurance Brokers and Consultants

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.

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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.

Etzler joins Paragon as senior vice president and director of workers' compensation.

Prior to joining Paragon, Etzler held leadership roles at Cypress Point - Arrowhead General Insurance Agency (now Arrowhead General Insurance Agency), Atlas General Insurance Services, and most recently, Midwestern Insurance Alliance (a K2 company) in San Diego.

Said Paragon's Andrew Petersen, "I have known Robert for a number of years and we are excited to have him join the Paragon team in San Diego. He has a tremendous skill set that will be of significant value to our clients, insurance and reinsurance company partners, and other stakeholders.

"We are in negotiations with other top local professionals, planning to further expand and enhance our operations and profile in the San Diego area."

Ron Ganiats, managing partner at Paragon, added, "Like Hartford in the east, San Diego has long been recognized as a unique insurance center and as a hub for insurance and general agency talent. We are excited to expand our operations in the region through the addition of Robert and the opening of our new offices in downtown San Diego. We will be aggressively looking to add more unique local talent in the months ahead."

About Paragon:

A broadly diversified MGA, Paragon provides unique opportunities and solutions to retail agents, insurance carriers, reinsurers and vendor partners.

Please visit https://www.paragoninsgroup.com/ for additional information.

News from Paragon Insurance Holdings LLC

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.

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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.

"Ruth is an amazing talent with deep mortgage industry knowledge, and we are truly excited to add her to our executive team," said MorVest CEO David Fleig.

"Many mortgage bankers have retained servicing as a hedge against the inevitable downturn in origination volume. As origination flags, making seasoned, prudent decisions to optimize those assets is critical. I wanted to work with a team of seasoned, creative thinkers, who understand both MSRs and mortgage banking," said Ruth Lee.

MorVest Capital is expanding its liquidity and MSR advisory services to fill the gap as mortgage bankers consider their next move in this new landscape. Finding liquidity is more nuanced than just selling off MSRs. With decades of balance sheet experience, MorVest offers multiple avenues to bolster liquidity and capital, from MSR financing to mezzanine capital placement.

About MorVest Capital

MorVest Capital is a financial services advisory firm specializing in liquidity and capital solutions for mortgage bankers, including MSR accumulation, valuation, finance and brokerage. Collaborating to open the first MSR financing facility since the meltdown, MorVest executives demonstrate keen awareness of unique market shifts and opportunities to turn good decisions into very profitable ones.

MorVest Analytics, a division of MorVest Capital, is a premier MSR analytics and valuation service provider with dozens of bank and IMB clients ranging from small players new to the space to the some of the largest companies in the industry.

For more information go to https://www.morvestcap.com - or email team@morvestcap.com.

News from MorVest Capital

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.

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Business Development and Relationship Management Specialist Julia Moore Joins EPIC in Sacramento CA

SACRAMENTO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants 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.

Moore will be based in EPIC's Sacramento office and report to Tom McCready, Managing Principal, Sacramento Region for EPIC.

Moore will be responsible for all aspects of new business development and relationship management, including prospect identification and outreach, opportunity management, developing centers of influence, networking and event attendance, and planning and managing educational seminars and webinars.

Moore joins EPIC from The Dentists Insurance Company (a subsidiary of the California Dental Association) in Sacramento, where she was Director of Sales. Earlier in her career Moore held a range of business development, sales and relationship management positions at Wells Fargo Insurance Services, Chase, and Washington Mutual.

"We are excited to further expand and enhance EPIC's operations in the greater Sacramento Region and Northern California with Julia's addition," said Tom McCready. "She is well regarded for her business development acumen and needs assessment ability, and for building strong, positive relationships. Julia will be a terrific addition as we continue to strengthen our exceptional EPIC team here in California and across the country."

Moore is a graduate of the University of California, Santa Barbara, where she earned a Bachelor of Science Degree in Art History.

Julia Moore can be reached at julia.moore[at]epicbrokers.com or 916-576-1549.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

News from EPIC Insurance Brokers and Consultants

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.

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LBA Ware Recruits Mortgage Process Improvement Specialist Jessica Henke as Solutions Consultant

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.

"We're excited to welcome Jessica on board at LBA Ware. She brings with her a wealth of knowledge on mortgage operational processes, financial reporting and software implementation," said LBA Ware Founder and CEO Lori Brewer. "A major point of pride for us is the team of industry experts under our roof that really understand the challenges and opportunities facing our clients. This allows us to serve as key consultants for our clients to find and maximize the ROI of LBA Ware's solutions."

Before joining LBA Ware, Henke was a senior corporate accounting analyst at the national power generation company Dynegy, Inc. Henke oversaw accounting workflow during her tenure at Dynegy, where she helped achieve a 60 percent reduction in monthly account preparation time by making enhancements to the company's reconciliation software system and utilizing the accrual and amortization templates function.

Having begun her career in mortgage, Henke held a series of successful positions before exiting mortgage in 2015. Her most recent roles include project accountant at Reverse Mortgage Solutions, where she led the newly purchased mortgage entity's conversion from QuickBooks to an enterprise resource planning (ERP) database; and controller at InterLinc Mortgage Services, where she reduced the number of significant audit adjustments from 41 to one in her first year. In addition, Henke has held financial-related roles at Envoy Mortgage, The Bank of New York Mellon, Aegis Mortgage and Royal Bank of Canada (RBC) Mortgage.

"It is a personal passion of mine to help companies realize their full potential by examining and improving their financial processes and the way they use technology," said Henke. "I'm excited to help LBA Ware clients tackle their financial operational challenges."

About LBA Ware(TM):

Founded in 2008, LBA Ware's mission is to inspire opportunity by delivering solutions that are essential to the way mortgage companies operate. We are a trusted partner and play a key role in our clients' success by enabling them to motivate, incentivize and better leverage the human potential within their organization. Our applications automate traditionally manual business processes for which an existing software solution does not exist, empowering lenders to create an integrated software environment that maximizes their productivity and operational efficiency. For more information about LBA Ware and their software solutions, visit https://lbaware.com.

News from LBA Ware

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.

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EPIC adds Sarmad Naqvi to its Private Client Practice in Northern California

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today 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.

Naqvi will be based in EPIC's Concord, CA office and report to Curt Perata, President of EPIC's Pacific North Region. The products and services he provides will focus on high-value home insurance, condominium insurance in luxury high rise building, yacht and personal aircraft insurance, cyber-crime protection, personal liability insurance, and insurance for personal collections, including fine art, jewelry, classic cars, vintage musical instruments, and other exotic, high value collections.

Naqvi joins EPIC from McDermottCosta Insurance Brokers in San Leandro, where he served as a private client advisor for the past 10 years. Previously, he held similar positions with Marsh, Inc., State Farm Insurance, and Les Sawyer Insurance Brokers.

Said EPIC's Curt Perata, "Sarmad is a terrific addition to EPIC and to our Private Client team here in Northern California. We are committed to attracting and retaining the best specialty talent in the industry and we have certainly found that with Sarmad. I know he will be a big part of our continued growth and success, both locally and across the country."

Sarmad Naqvi can be reached at sarmad.naqvi@epicbrokers.com or 925-822-9164.

About EPIC:
EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

News from EPIC Insurance Brokers and Consultants

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.

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EPIC Insurance adds Eric Kitei as a Principal in Southern California

LOS ANGELES, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants 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.

Kitei will be based in EPIC's Irvine, Calif. office, reporting to Jim Gillette, President of EPIC's Pacific South Region.

He will work in close collaboration with EPIC's National Automotive Industry Practice, led by Eric Shaw who is also responsible for EPIC's highly successful property & casualty insurance program for the California New Car Dealers Association (CNCDA).

"Eric is well known in the auto dealership space and we have competed against each other over the years. I now look forward to having him as a partner in executing EPIC's strategy of growth and expansion in the automotive industry, both in California and nationally," said EPIC's Eric Shaw.

Kitei will be responsible for new business development; the design, placement and management of property/casualty and workers' compensation insurance programs; and providing risk management strategies and solutions to clients in the auto dealership industry in California and across the country.

Kitei joins EPIC from the Irvine office of Sullivan Curtis Monroe Insurance Services, LLC, where he was senior vice president and Automotive Practice Group Leader. He began his insurance career as a Marketing Representative with Federated Insurance Company in Los Angeles, a specialist in auto dealers.

Said EPIC's Jim Gillette, "Eric is a terrific addition to EPIC and to our team here in Southern California. We are committed to attracting the best specialty talent in the industry and have found that with Eric. I know he will be a big part of our continued expansion in the dealership space locally and nationwide."

Kitei attended Arizona State University, where he earned a Bachelor's Degree in Liberal Arts and Sciences/Liberal Studies and was a member of Phi Kappa Psi Fraternity. Professionally he holds the Life Underwriter Training Council Fellow (LUTCF) Designation.

Eric Kitei can be reached at eric.kitei@epicbrokers.com or (949) 417-9145

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

Persons interested in pursuing employment opportunities at EPIC in Southern California should contact EPIC's Western Region Director of Human Resources Monte Hill at 415-356-3996 or monte.hill@epicbrokers.com.

News from EPIC Insurance Brokers and Consultants

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.

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EPIC Adds John Check in Pittsburgh, Pa.

PITTSBURGH, Pa. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, 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.

Check will be based in EPIC's Pittsburgh, Pa. office and report to Eric Hays, Regional Director, Employee Benefits, who is responsible for building and leading EPIC's Employee Benefits Consulting Practice based in Pittsburgh.

Prior to joining EPIC, Check spent 25 years with Pittsburgh's Seubert Associates, where he most recently served as Vice President and Executive Director, Benefits.

At EPIC, Check will be responsible for new business development and client consulting, acquiring and providing creative, cost-effective Employee Benefits Consulting solutions to clients across a wide range of industries.

Said EPIC's Eric Hays, "EPIC is trying to bring a fresh, reliable approach to employee benefits consulting in the Western PA market. John Check's arrival at EPIC reinforces our strong commitment to that mission in the region. Well-known in the benefits market place over a 35-year career, John is universally respected for his commitment to his clients and his open and amicable relationships with carriers. As a colleague and friend of John's for 25 years, I am very grateful that John has brought his considerable talents and spotless reputation to EPIC Insurance Brokers and Consultants."

EPIC Pittsburgh provides Employee Benefit Consulting, Property & Casualty Insurance, Surety, and Risk Management solutions to clients located across Western Pennsylvania and the country.

Specific areas of expertise include all aspects of Employee Benefits Consulting including Compliance, Wellness, HR and Benefits Technology, Retirement, Executive and Voluntary Benefits, Pharmacy Management, Global Benefits and Employee Communications and Engagement, as well as property & casualty insurance products and risk management services, including Group Captives, Professional and Management Liability, Risk Control, Claims Advocacy, and Workers' Compensation Cost Control.

John Check can be reached at:
Email: john.check@epicbrokers.com
Phone: 412-274-1716 (direct)

EPIC Pittsburgh Office:
Main phone 412-274-1750
301 Grant Street, Suite 4300
Pittsburgh, PA 15219

About EPIC:
EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

News from EPIC Insurance Brokers and Consultants

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.

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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. With more than 30 years of experience counseling clients in corporate and business transactions, Lloyd has extensive knowledge in mergers and acquisitions, corporate governance, and entity selection, formation and dissolution, in addition to providing general corporate advice and counsel.

He is also well-versed in issues relating to vendors, suppliers, and other service providers, employee relations and agreements, stock plans, and contract negotiation. Lloyd has been an integral member of Hoge Fenton's Corporate Group since joining the firm in July 2017.

Prior to joining Hoge Fenton, Lloyd was a shareholder at Hopkins & Carley in San Jose, and served as a chair of its Corporate, Tax, and Business Transactions Department.

"I am fortunate to join such an experienced group of shareholders at Hoge Fenton. They show sincere commitment to professionalism and the community, uphold the value of excellence, and are trusted by our clients," said Lloyd A. Schmidt.

"Lloyd's longstanding relationships with a number of loyal clients have developed over many years of his providing outstanding legal and business representation," said Daniel W. Ballesteros, managing shareholder at Hoge Fenton. "Lloyd exemplifies the high standards of client care we expect from our attorneys. Now, Hoge Fenton business clients have the benefit of Lloyd's excellent advice, counsel, and advocacy. We are honored to call Lloyd a shareholder."

ABOUT HOGE FENTON:

Hoge Fenton is a multi-service law firm headquartered in Silicon Valley, with highly focused practitioners who can meet most of its clients' ongoing needs. As a member of Mackrell International, a premier network of independent law firms in 60 countries, the firm's reach extends around the world. Mackrell International has been named a Top Ranked Chambers Global Leading Law Firm Network.

More information: https://www.hogefenton.com/ and http://www.mackrell.net/.

News from Hoge Fenton

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.

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Paragon Insurance Holdings LLC Adds Tonya Fuller and Ashley Forslund to Winery and Brewery Team

NAPA, Calif. /ScoopCloud/ -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) 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.

In their new roles, Fuller and Forslund will focus on underwriting Paragon's successful "Winery Plus Program" as well as bringing extensive knowledge of the wine and brewing business to Paragon's robust Winery Group and expanding Brewery Program.

Fuller, whose career in the insurance industry spans more than 25 years, has extensive experience with national insurance program development, implementation, and oversite. She has focused on designing and managing specialty risk management and insurance programs for the wine industry since 2005.

Forslund began her insurance career 17 years ago, moving into MGA underwriting in 2004. She began working with Fuller in 2008, developing particular expertise in crafting strong insurance programs for the winery and brewery business while maintaining long standing broker relationships.

Prior to joining Paragon, Fuller was the Managing Director of Prime Vintage Insurance Services, LLC, a General Agency located in Napa, CA focused on developing and managing specialized Insurance Programs for wineries and cideries. Forslund served as Senior Underwriter at Prime Vintage, also focusing on the wine industry, and brings a strong background in the brewing business as well.

Said Ron Ganiats, "The Paragon team has known and respected Tonya and Ashley for quite some time, and we are excited to have them join our firm in Napa and Colorado respectively to expand and deepen our commitment to serving the unique needs of wineries, cideries and breweries, both in the West and across the country."

About Paragon:

A broadly diversified MGA, Paragon provides unique opportunities and solutions to retail agents, insurance carriers, reinsurers and vendor partners.

Please visit http://www.paragoninsgroup.com/ for additional information.

News from Paragon Insurance Holdings LLC

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.

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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.

In this capacity, Ms. Reichhardt will manage ongoing adoption by customers of the full feature-set of the ACES Audit Technology(TM) platform, ARMCO's flagship product. She will oversee ARMCO's professional services division, which focuses on expanding usage and understanding of ARMCO's technology and data products by working closely with clients to configure the ACES platform for maximum efficiency and ROI.

Ms. Reichhardt brings over 25 years of mortgage industry experience to her post. Prior to joining ARMCO, she spent 20 years at EverBank, where she held various management level positions, primarily in quality control. During her tenure at EverBank, Ms. Reichhardt was the primary administrator of the ACES platform across several divisions at the bank.

"As a former client, Sharon knows firsthand the operational challenges that the industry faces and how ACES can be leveraged to save costs, introduce efficiency and transparency and reduce risk to financial institutions," said Avi Naider, ARMCO's chief executive officer. "With her vast experience implementing ACES across multiple divisions at a large bank and across multiple clients as a director at ARMCO, Sharon is the perfect fit for this important position at the company."

"I know firsthand how much time and effort it takes for companies to get the most out of a technology as powerful as ACES," said Reichhardt. "I'm excited to lead the company's customer success initiative and ensure that more and more ARMCO clients have access to experts who truly understand the intricacies of both their business and the technology. Driving efficiency throughout the full loan origination and review cycle - from prefunding, to post funding to post closing and to servicing is what we aim to achieve for all of our clients."

Led by Ms. Reichhardt, the ARMCO professional services team comprises a staff of industry experts with over 100 years of industry experience and an average of over five years of specific experience with ACES. Several team members previously served as administrators of the ACES platform as employees at ARMCO clients.

About ARMCO:

ARMCO - ACES Risk Management delivers web-based enterprise transaction and loan risk mitigation software solutions, as well as powerful data and analytics, to the nation's top mortgage lenders, servicers, investors and outsourcing professionals. A trusted partner devoted to client relationships, ARMCO offers best-in-class quality control and compliance software that provides U.S. banks, mortgage companies and service providers the technology and data needed to support loan integrity, meet regulatory requirements, reduce risk and drive positive business decisions.

ARMCO's flagship product, ACES Audit Technology(TM), is available at any point in the mortgage loan lifecycle, to any size lender, and is user-definable. ACES standardizes audit requirements, ties pre-funding reviews to post-closing quality control audits, enables seamless trend analysis, identifies credit, compliance and process deficiencies and helps create manageable action plans. For more information, visit http://www.armco.us/ or call 1-800-858-1598.

News from ARMCO ACES Risk Management

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.

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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.

Chu will be responsible for new business development; the design, placement and management of property/casualty and workers' compensation insurance programs; and providing risk management strategies and solutions for mid-market and large clients across a range of industries.

Chu joins EPIC from the Los Angeles office of Crystal & Company (recently acquired by Alliant Insurance Services).

"We are excited to further expand and enhance EPIC's operations in the greater Los Angeles area with Brian's addition," said Jim Gillette. "Brian and I have known each other for a number of years and he is well regarded for building strong, positive relationships and providing exceptional service to his clients. Brian will be a terrific addition to the team Rose Nordbrock is leading, as well as Southern California as we continue to strengthen our exceptional EPIC team."

Chu attended the University of Southern California, Marshall School of Business where he earned a Bachelor of Science Degree in Entrepreneurship. Professionally he holds the Certified Insurance Counselor (CIC) and Commercial Lines Coverage Specialist (CLCS) designations.

Brian Chu can be reached at brian.chu@epicbrokers.com or 213-629-8938.

About EPIC:
EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients. Persons interested in pursuing employment opportunities at EPIC in Southern California should contact EPIC's Western Region Director of Human Resources Monte Hill at 415 356-3996 or monte.hill@epicbrokers.com.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

News from EPIC Insurance Brokers and Consultants

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.

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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 comes to UFF West from AAG Reverse Mortgage, a respected and trusted leader in the reverse mortgage segment. While at AAG, she ensured superior levels of customer satisfaction assisting seniors in attaining the best solution for their specific financial goals. She developed a very successful track record of building strong relationships and consistently securing referral business via happy customers, effectively demonstrating the value and benefits in partnering with AAG.

"We are pleased to have been able to recruit someone with Victoria's proven background of successful execution and solution-oriented sales skill sets," stated John Bell, principal at UFFWest. "UFFWest is expanding operations and adding talent to capitalize on emerging opportunities in the purchase market business. There is no doubt that Victoria will quickly add value and work well with our tight-knit team of mortgage professionals."

Ms. Dunn possesses a demonstrated history in negotiation, business development, account management, direct sales, product marketing, technology, and essentially all facets of mortgage lending.

"I am excited to join the team at UFFWest and look forward to forging new relationships and expanding the business," said Dunn. "One of the things that attracted me to come on board was UFFWest's commitment to providing excellence in customer service to it originator partners, extensive product line, and great pricing. In addition, UFFWest's ethics, integrity and utilization of technology in order to make doing business with originators easy, quick and efficient are highly regarded within the industry."

About United Fidelity Funding West:

Based in Irvine, Calif., United Fidelity Funding West (UFFWest) is comprised of a highly experienced team of mortgage banking professionals who are focused on the wholesale lending channel. UFFWest utilizes the very best in wholesale mortgage technology and is laser-focused on providing brokers and their borrowers with the highest level of service on every single loan, every single time. UFFWest prides itself on creating personalized relationships with its partners.

The company offers partners individualized, hands-on service from the point of submission all the way through funding by having a dedicated team of employees ready to assists at every milestone of the lending process, ensuring a very smooth and easy transaction. The core team at UFFWest has been working closely together for more than 10 years, and has a companywide mantra of "Lending at a Higher Level."

For more information, visit https://uffwest.com/.

News from United Fidelity Funding West

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.

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Ryan Sims and Alex Megenis Join Wholesale Trading Insurance Services, LLC (WTIS)

NEW YORK, N.Y. /ScoopCloud/ -- Wholesale Trading Insurance Services, LLC (WTIS) announced today 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.

"Ryan and Alex bring WTIS and its retail broker-clients significant experience and knowledge of complex casualty brokerage. In addition, their expertise in construction, real estate, manufacturing/distribution and hospitality are recognized by the key carriers that participate in those sectors," said Kristopher Bauer, President of WTIS.

Sims joins WTIS from Burns & Wilcox, where he was a Senior Broker and worked for over ten years. Megenis most recently was a Broker at Risk Placement Services where he worked for just under eight years.

WTIS is a wholesale insurance broker created and managed by industry veterans whose goal is to better align the business interests of the retail broker, the wholesaler and insurance carriers for the benefit of the buyer. WTIS has substantial expertise in Property, Casualty and Professional/Management Liability. WTIS is a JenCap Holdings Company.

For more information about WTIS, visit: http://wtisllc.com/.

About JenCap Holdings, LLC:

JenCap Holdings is a consolidator of specialty insurance distribution and program management businesses, including managing general agencies, specialty program underwriters, transactional wholesale brokers and captive managers. JenCap Holdings will drive organic growth and strategic acquisitions leveraging technology and advanced data analytics. JenCap Holdings is headquartered in New York.

News from Wholesale Trading Insurance Services, LLC

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.

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OpenClose Recruits LOS Development Expert Joseph Wade to Further Innovate and Enhance Existing Software Solutions

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), 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.

"OpenClose is constantly advancing and adding new functionality to our suite of mortgage software solutions and Joseph's extensive experience in the LOS space coupled with his rich development background will quickly add value," stated Jason Regalbuto, CEO and CTO at OpenClose. "We are excited about what Joseph brings to the table and how he can assist with our long-term software development strategy."

Joseph comes to OpenClose from Finastra, where he was key in the development efforts for its New Products Lending Team, rolling out a number of innovative solutions. He was also the manager of the MortgagebotLOS(TM) Development Team. In that role, he was responsible for rapidly expanding the MortgagebotLOS platform, maintaining quality assurance, and he spearheaded the launch of multiple major releases of the system. After the D+H acquisition, he was vital in helping with the knowledge transfer and overall technology transition.

Joseph has been responsible for the successful rewrite of a point-of-sale system, migration to a multi-tenant architecture, transition to a single database structure, implementation of complex business rule logic and overall platform performance optimization. He has proven track record in successfully development new solutions, focusing on modern cloud-based architecture, leveraging robust APIs and utilizing highly scalable coding practices.

Joseph holds a B.S. in Computer Science and an M.S. in Software Engineering from West Virginia University. His development prowess helped win a Best Innovation award for his team in 2017, which was selected for management evaluation out of over 200 projects worldwide.

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS) and fintech provider that cost effectively delivers its platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators.

OpenClose's core solution, LenderAssist(TM), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up, thus avoiding the problems that often accompany assembling best-of-breed applications or acquiring disparate technologies in an effort to create an end-to-end platform. The company provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence.

For more information, visit https://www.openclose.com/ or call (561) 655-6418.

News from OpenClose

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.

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This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.