Tag Archives: Management and Career Moves

Global DMS Hires Industry Veteran Julie Bussey as Director of National Accounts

LANSDALE, Pa. /ScoopCloud/ -- Global DMS, a leading provider of cloud-based compliant valuation management software, announced that Julie Bussey has joined the company as national accounts director. In this businesses development position, she will play an instrumental role in introducing Global DMS' suite of automated valuation management technology solutions to the mortgage lending industry.

Ms. Bussey has a long-standing track record of successful sales execution in the mortgage banking and financial services industries selling enterprise-level software solutions and services. She has more than 20 years of experience working for a variety of different software organizations and a history of forging strategic business relationships with clients.

"We are fortunate to have been able to recruit someone with the deep industry and adept sales experience that Julie possesses," said Mac Chiles, executive vice president of sales at Global DMS. "Global DMS is currently in a growth mode and Julie will be a key aspect of our sales and business development strategy to continue expanding."

Ms. Bussey has worked at a variety of different technology companies and has a vast background in mortgage and financial services technology. She has held senior positions at Segin Systems; FISERV; Urban Lending Solutions; Intellireal; and others. She brings a wealth of multi-faceted experience to Global DMS.

About Global DMS:
Founded in 1999 and headquartered in Lansdale, Pennsylvania, Global DMS is a leading provider of commercial and residential real estate valuation solutions catering to lenders, servicers, AMCs, appraisers and other real estate entities. The company's solution set is cost effectively delivered on a software-as-a-service (SaaS) transactional basis that ensures compliance adherence, reduces costs, increases efficiencies and expedites the entire real estate appraisal process.

The company's solutions include its eTrac valuation management platform, eTrac WebForms, Global Kinex, AVMs, the MISMO Appraisal Review System (MARS), AMC State Regulations, ATOM (Appraisal Tracking on Mobile), and AMCmatch.com. For more information, visit the company's web site at www.globaldms.com or call (877) 866-2747.

MEDIA CONTACT:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Global DMS, a leading provider of cloud-based compliant valuation management software, announced that Julie Bussey has joined the company as national accounts director. In this businesses development position, she will play an instrumental role in introducing Global DMS' suite of automated valuation management technology solutions to the mortgage lending industry.

EPIC’s Thomas E. O’Neil Returns to New York as President of EPIC’s Northeast Region

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Thomas E. O'Neil has been appointed Northeast Region President, relocating to New York City from EPIC's headquarters in San Francisco, where he has served as President of EPIC's West Region since January 2014.

O'Neil spent most of his nearly 30 year insurance industry career based in the northeast and his relocation and reassignment reflect EPIC's priority to grow aggressively in the region - both by expanding existing northeast operations organically and through strategic mergers and acquisitions.

Earlier in his career, O'Neil held the positions of CEO of USI New York, CEO of USI's Northeast Region and ultimately Senior Vice President and Chief Operating Officer for USI Holdings, Inc. He was a key member of the management and leadership teams that took USI's revenues from $50 million in 1996 to almost $500 million in 2005.

Immediately prior to joining EPIC, O'Neil was the President and CEO of privately-held SafeHarbor Risk Management - a Property & Casualty Insurance Brokerage and Employee Benefit Consulting firm with locations in New York and Boston, Mass. - which he founded in 2009.

"We are excited that Tom has accepted the responsibility and the challenge of leading our growth initiatives in the northeast," said EPIC President Peter Garvey. "His strong background and past success in agency operations and M&A, along with his extensive network and strong, positive relationships in the region will be huge assets in helping EPIC to grow and succeed across the northeast."

As one of the nation's fastest growing private insurance brokerage firms, EPIC has been on an aggressive national growth trajectory, successfully competing against the large institutional brokers with an entrepreneurial, client-focused business model. Since The Carlyle Group became the firm's major investment partner in December 2013, EPIC has added multiple locations and new team members across the country, growing revenues from roughly $80 million to estimated run rate revenues of almost $250 million - a 212% increase.

Said O'Neil, "While I have enjoyed my time in California, successfully building out EPIC's footprint across the west region, I am truly excited to return to my 'roots' in the northeast. We are off to a strong start in the east region, driven by existing operations in Connecticut, Massachusetts, New Jersey and New York, but there is so much opportunity for a firm like EPIC and I see many exciting developments ahead."

Tom O'Neil can be reached at:
EPIC Insurance Brokers & Consultants
295 Madison Avenue - 38th Floor, New York, NY 10017
tom.oneil [at] epicbrokers.com
914-740-1620.

About EPIC:
EPIC is a unique and innovative retail property and 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 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Supported by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

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

*PHOTO for media: Send2Press.com/mediaboom/17-0216s2p-TEoneil-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Thomas E. O'Neil has been appointed Northeast Region President, relocating to New York City from EPIC's headquarters in San Francisco.

Chris Kiley Joins Wholesale Trading in San Francisco

SAN FRANCISCO, Calif. /ScoopCloud/ -- Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran Chris Kiley has joined the firm as Managing Director/Property Broker.

"With over 20 years of property broking and underwriting in N.Y., Chicago and San Francisco, Chris brings WTIS and its retail broker-clients significant experience and knowledge of all facets of complex property brokerage. In addition, his expertise in real estate and specialty property are recognized nationally by the key carriers that participate in those sectors," said Kristopher Bauer, President of WTIS.

Kiley joins WTIS from AmWins Group, Inc. where he was an Executive Vice President and served in various other capacities, including National Property Practice Leader for several years.

"The addition of someone with Chris Kiley's depth of talent, professionalism and customer focus underscores the ongoing commitment to excellence and service to our clients not only at WTIS, but throughout the JenCap distribution network," commented John Jennings, President and CEO of WTIS parent organization JenCap Holdings, LLC.

WTIS is a privately-held 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.

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 has assembled a management team with the sector insight and experience to drive organic growth and strategic acquisitions leveraging technology and advanced data analytics. JenCap Holdings is headquartered in New York.

MEDIA CONTACTS:
Les Ross, of WTIS
415-442-8502
lross@wtisllc.com
Nicole Conley
650-422-3156
nicole.conley@taniscomm.com

*LOGO for media: Send2Press.com/mediaboom/17-0215s2p-wtis-300dpi.jpg

Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran Chris Kiley has joined the firm as Managing Director/Property Broker. WTIS is a privately-held 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.

EPIC Insurance Adds Adam Frugoli as Vice President in Health Care Strategy Group

IDAHO FALLS, Idaho /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Adam Frugoli has joined the firm as a vice president of EPIC's Health Care Strategy Group.

Frugoli will be responsible for new business development, program design and management, marketing and coverage placement, and will oversee EPIC's delivery of products, services and solutions to clients in the healthcare, consumer finance and banking industries. He will divide his time between EPIC's new presence in Idaho Falls, Idaho and EPIC's offices in Sacramento, Calif. Frugoli will report to Tom McCready, Managing Principal, Sacramento Property & Casualty Operations.

Frugoli brings over 16 years of experience serving health care and financial services clients to EPIC. He started his career in 2001 at US Bank N.A. where he was a Vice President of Branch Investment Advisory Services, providing investment counseling, business planning and advisory services to physicians and other medical industry professionals. Frugoli has received many business and community awards, including a "Distinguished Under 40 Award" from the Greater Idaho Falls Chamber of Commerce Young Professionals Network and now serves on their Board of Directors.

Prior to joining EPIC, Frugoli spent 8 years as vice president and insurance broker with the Leavitt Group (aka Archibald Insurance Center, Rexburg, Idaho), where he focused on creating unique risk transfer strategies for accountable care organizations, hospitals, physician groups, individual doctors and long-term care centers. He has extensive experience working with complex health care clients and understands their unique needs and exposure to risk.

"EPIC has quickly earned a solid reputation nationally of being the brightest in the industry based on their people, client capabilities and their unique culture of innovation," said Frugoli. "I am excited for my clients to see what risk management and insurance the EPIC way can do for their business."

"We are excited to have a professional of Adam's caliber join our team," said EPIC's Tom McCready. "His background and experience, healthcare industry risk management expertise and strong consulting skills will materially contribute to our growth plans and the service excellence we deliver to EPIC clients, here in California, across the west and nationally."

Frugoli attended Idaho State University where he studied Business as well as The American College of Financial Services, where he focused on Personal Financial Services as well as certified HIPAA consultant.

Adam Frugoli can be reached at:
EPIC Insurance Brokers & Consultants
adam.frugoli [at] epicbrokers.com
208-604-2228.

About EPIC:
EPIC is a unique and innovative retail property and 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 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $250 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Supported by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

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

EPIC Insurance Brokers & Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Adam Frugoli has joined the firm as a vice president of EPIC's Health Care Strategy Group. Frugoli will be responsible for new business development, program design and management, marketing and coverage placement.

EPIC adds Doug Bull to Construction and Design Solutions Practice in San Francisco

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management and insurance professional Doug Bull has joined the firm's Construction and Design Solutions team in San Francisco as a vice president.

Bull will be responsible for new business development, program design and management, marketing and coverage placement, and will oversee EPIC's delivery of products, services and solutions to clients in the construction, design and real estate industries.

An industry veteran whose career spans nearly 30 years, Bull joins EPIC from Aon Risk Insurance Services West, Inc. in San Francisco, where he was an Account Executive/Broker in Aon's Construction Services Group. There Bull was responsible for production, marketing, placement, client relationships, and contract review for mid to large size construction and real estate accounts.

Prior to this Bull was with commercial insurance broker ABD Insurance and Financial Services in Redwood City, Calif. where he was an Account Executive responsible for producing, serving and retaining a large book of commercial and residential construction accounts. Bull spent the first 10 years of his career on the insurance company side of the business, in a range of underwriting and underwriting management positions.

"We are very excited to have a broker of Doug's caliber join our Construction and Design Solutions team," said Curt Perata, EPIC Regional Director of Property & Casualty Operations. "His background and experience, construction industry risk management expertise and strong consulting skills will materially contribute to our growth plans and the service excellence we deliver daily to EPIC clients, here in California and across the country."

As one of the nation's fastest growing private insurance brokerage firms, EPIC has been on an aggressive national growth trajectory, successfully competing against the large, institutional brokers with an entrepreneurial, client-focused business model. Since The Carlyle Group became the firm's major investment partner in December 2013, EPIC has added multiple locations and new team members across the country, growing revenues from roughly $80 million to estimated run rate revenues of almost $250 million - a 212 percent increase.

Bull is a graduate of the University of California at Berkeley where he earned a Bachelor of Arts (B.A.) Degree in Political Science.

Doug Bull can be reached at:
EPIC Insurance Brokers & Consultants
135 Main Street - 21st Floor, San Francisco, CA 94105
doug.bull [at] epicbrokers.com
415-356-3919 - office.

About EPIC:
EPIC is a unique and innovative retail property and 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 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Supported by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit http://www.epicbrokers.com/.

*PHOTO for media: Send2Press.com/mediaboom/17-0207s2p-EPIC-Doug-Bull-300dpi.jpg

EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management and insurance professional Doug Bull has joined the firm's Construction and Design Solutions team in San Francisco as a vice president.

Bank of Southern California NA Announces Promotion of Tony DiVita to Chief Banking Officer

SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Tony DiVita has been promoted to the role of Executive Vice President, Chief Banking Officer. In his expanded role, he will continue to oversee new business origination and customer retention efforts, the Small Business Administration (SBA) Group, and bank marketing.

In addition, he is now responsible for the coordination and management of the entire loan process from sourcing to funding.

"Tony's leadership style and goal-oriented approach have had a tremendous impact on the success of our bank. This promotion acknowledges his many contributions," said President and CEO, Nathan Rogge. "He has consistently delivered results in a way that balances the needs of our customers, employees, and the bank," concluded Rogge.

DiVita joined Bank of Southern California in 2011 as Senior Vice President and Director of Sales and Marketing, and was promoted to Executive Vice President in 2015. He is a seasoned native San Diego banker with over 30 years of local banking experience.

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-mid 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.

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

*PHOTO for Media: Send2Press.com/mediaboom/17-0203s2p-Tony-DiVita-300dpi.jpg

OTC:BCAL / BCAL.PK

Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Tony DiVita has been promoted to the role of Executive Vice President, Chief Banking Officer. In his expanded role, he will continue to oversee new business origination and customer retention efforts, the Small Business Administration (SBA) Group, and bank marketing.

EPIC Adds Bill Bergstrom as Vice President and Program Leader of Golf Insurance Services

SACRAMENTO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Bill Bergstrom has joined the firm to lead the operations and growth initiatives of its Golf Insurance Services Program, which has provided insurance and risk management solutions to golf courses and country clubs since 1985.

Bergstrom joins EPIC following nearly 20 years with Pennbrook Insurance Services, Inc. in San Francisco, where he was most recently the firm's COO and Managing Principal. He will be based in EPIC's Sacramento office and report to Paul Lindsay, Senior Vice President and Director of EPIC Program Solutions.

Said Paul Lindsay, "As a life-long, avid golfer, Bill was drawn to the EPIC opportunity created by Gary Sigel's decision to retire last year. We are very pleased and excited to add a top professional like Bill to continue Gary's great work, and lead the further expansion of Golf Insurance Services here in the West and across the country."

Bergstrom attended the University of California at Davis where he earned a Bachelor of Arts (B.A.) Degree in Sociology and Organizational Studies.

EPIC Golf Insurance Services (GIS) places and manages roughly $20 million in premium for its clients and is a sector of EPIC's Sports & Entertainment Group. GIS provides golf courses and country clubs with risk management consulting, strong industry expertise and comprehensive insurance solutions, including exclusive Property & Casualty and Workers Compensation Insurance programs. GIS has twice been recognized as an "Excellence in Achievement" award winner by The Boardroom Magazine as their "Insurance Provider of the Year."
Bill Bergstrom can be reached at:
EPIC Insurance Brokers & Consultants
1765 Challenge Way, Suite 200, Sacramento, CA 95815
bill.bergstrom [at] epicbrokers.com
916-576-1553 - direct.

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 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $250 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Supported by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

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

*PHOTO: Send2Press.com/mediaboom/17-0201s2p-Bergstrom-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Bill Bergstrom has joined the firm to lead the operations and growth initiatives of its Golf Insurance Services Program, which has provided insurance and risk management solutions to golf courses and country clubs since 1985.

EPIC Insurance Adds Christopher J. Giuditta as Vice President in the Northeast

STAMFORD, Conn. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Christopher J. Giuditta has joined the firm as a vice president.

Giuditta will focus on the cultivation and development of new revenue opportunities throughout EPIC's Northeast Region. He will be based in the Stamford, Conn. and report to Craig de Gruchy, Managing Principal.

"CJ is a dedicated, resulted orientated individual, with a passion for service excellence and the delivery of value-added solutions," said de Gruchy. "He is well regarded in our industry and his commitment to customers is strongly aligned with EPIC's core values regarding client advocacy and putting 'people first.' We are excited to have CJ join our growing operation in the Northeast Region."

Giuditta joins EPIC from H.D. Segur Insurance. During his 17 year career there, he provided individuals and business owners with customized risk management and insurance solutions while overseeing the service team regarding client satisfaction and retention.

Additionally, Giuditta worked with third party referral partners to enhance their offerings, including ensuring their clients' awareness of and protection from a wide range of risk exposures. Giuditta was also a top producer for new affinity groups along with maintaining and growing the firm's Travelers Benefits Plus programs.

For the past five years, Giuditta has concentrated on the private client segment, providing personal risk management guidance and custom insurance protection to high net worth individuals.

Giuditta is a graduate of Post College, where he earned a Bachelor of Arts degree in Business Management. Professionally, he is a licensed property and casualty and life and health producer in both Conn. and N.Y. and is currently working toward his Certified Personal Risk Manager (CPRM) professional designation.

Christopher J. Giuditta can be reached at:
EPIC Insurance Brokers and Consultants
3 Landmark Square, 4th floor, Stamford, CT 06901
christopher.giuditta[at]epicbrokers.com
203-658-0529.

About EPIC:

EPIC is a unique and innovative retail property and 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 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $250 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Supported by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

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

*PHOTO: Send2Press.com/mediaboom/17-0130s2p-Giuditta-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Christopher J. Giuditta has joined the firm as a vice president. Giuditta will focus on the cultivation and development of new revenue opportunities throughout EPIC's Northeast Region.

Utelogy Corporation Appoints Joey D’Angelo as V.P. of Engineering

LOS ANGELES, Calif. /ScoopCloud/ -- Utelogy Corporation, creator of audio/visual control, management, and analytics software, announces Joey D'Angelo joins the company as Vice President of Engineering. D'Angelo will help drive Utelogy's growth velocity and product feature sets as the company continues on its mission to deliver true, non-proprietary Software-Defined AV solutions that can be virtualized or leveraged on any common data center and network infrastructure.

Utelogy is experiencing wide-spread growth throughout the U.S., and now globally, in higher education, government and enterprise. D'Angelo will lead design and engineering services including pre-sales through to project completion. He will also represent the company as a thought leader in the industry.

D'Angelo comes to Utelogy with vast experience in the audio visual industry starting with world class car audio demonstration vehicles and then almost 18 years as an AV consultant with Charles M. Salter Associates, Inc. Most recently, D'Angelo was at QSC assisting end-users with system solutions.

"Joey is an incredibly well-respected global influencer in the audio visual industry and we're extremely excited to have him on board. Not only is his design expertise a true asset for our team, he'll also be a valuable addition in providing guidance to the development team," said Frank Pellkofer, Utelogy's co-founder and CEO.

"After almost two decades as a consultant and a year and a half at a leading AV manufacturer, I'm intrigued with the opportunity to be able to combine design and innovation in the AV space with Utelogy's forward-thinking customers. Utelogy's unique approach to AV affords me an opportunity to continue to design, innovate, and implement large, complex systems while maintaining a level of hardware and brand autonomy," explained D'Angelo. "Most importantly, I get to continue to do what I've found I'm best at...helping people solve their AV problems," he added.

About Utelogy Corporation:

Utelogy Corporation publishes an enterprise technology control and management platform for higher education, corporations and emergency response centers. Utelogy is a flexible, scalable software solution for control, management, and analytics of AV systems that puts the power in the hands of the user.

For more information, visit http://www.utelogy.com/.

*PHOTO for Media: 17-0124s2p-Joey-DAngelo-300dpi.jpg
*Photo Caption: Joey D'Angelo, Vice President Engineering.

Utelogy Corporation, creator of audio/visual control, management, and analytics software, announces Joey D'Angelo joins the company as Vice President of Engineering. D'Angelo will help drive Utelogy's growth velocity and product feature sets as the company continues on its mission to deliver true, non-proprietary Software-Defined AV solutions that can be virtualized or leveraged on any common data center and network infrastructure.

5 BARS names Monnie McGaffigan President

IRVINE, Calif. /ScoopCloud/ -- 5 BARS(R) announced today the appointment of Monnie McGaffigan as president of the wireless solutions firm. 5 Bars is a premier provider of master wireless plans and marketing agreements for cities and municipalities across the United States.

"We are fortunate to have such great breadth and talent within the 5 Bars team. As we begin 2017, I would like to recognize the contributions made in our organization," said John Clarey, CEO of 5 Bars. "Monnie is a talented leader who has developed our organization into a first-class service provider, advocating for our clients to create the best wireless experience for their citizens, residents, businesses, fans and visitors."

Monnie joined 5 Bars in 2015 as Senior Vice President, leading business development, carrier relations and program management in our Sports and Large Public Venues group. During her time at 5 Bars, she gained additional responsibilities leading the 5 Bars Communities division.

Monnie is an experienced customer champion, and leading the advocacy for cities in their advancement of wireless technologies was a natural fit. As a 25-year technology veteran, McGaffigan has an extensive wireless background that includes experience with carriers, cable operators, service and infrastructure providers alongside emerging technologies such as the Internet of Things. Her extensive background will accelerate the 5 Bars Communities vision.

About 5 Bars:

5 Bars is a privately held company in Irvine, Calif. that provides wireless master planning for communities, stadiums and large-scale venues through master planning network development, ownership and management. 5 Bars works with venue owners to design, build, operate, monetize and maintain state-of-the-art seamless wireless networks with world-class infrastructure while enhancing wireless connectivity. 5 Bars is a leading provider of commercial indoor and outdoor neutral host DAS, small cells and high density carrier-grade Wi-Fi networks. For more information, visit http://5Bars.com/.

About 5 Bars Communities:

5 Bars Communities(TM) provides wireless master planning, marketing and management of network infrastructure including cell tower, outdoor small cells and distributed antenna systems. 5 Bars provides cities and communities new capabilities, additional revenue streams, operational efficiencies and strong benefits to the economy to create a modern framework for livable sustainable smart cities.

For more information, visit http://5bars.com/communities/.

5 BARS(R) announced today the appointment of Monnie McGaffigan as president of the wireless solutions firm. 5 Bars is a premier provider of master wireless plans and marketing agreements for cities and municipalities across the United States.

Senior Business Leader and Consultant Duane Dennis Joins EPIC in Southern California

LOS ANGELES, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Duane Dennis has joined the firm as a senior consultant and principal in the firm's Southern California Employee Benefits Consulting Practice.

Dennis will be responsible for business development, strategy, program design, implementation and management of employee benefits programs for EPIC clients. In addition to his regional responsibilities, Dennis will also work with EPIC's National Benefits Consulting Practice leadership on several key growth and client support initiatives.

Dennis will be based in EPIC's Los Angeles office and report to Southern California managing principal Jim Gillette.

A highly experienced consultant whose career spans more than 20 years, Dennis joins EPIC from benefit consulting technology company HIXME, where he was executive vice president, sales and marketing.

Dennis previously spent 11 years at Mercer Human Resource Consulting, where he held the positions of Partner - Chair of U.S. and Global Sales Leadership Teams and Member of U.S. and Pacific Southwest Market Leadership Teams; and Client Manager/Business Development Executive.

As one of the nation's fastest growing private insurance brokerage firms, EPIC has been on an aggressive national growth trajectory, successfully competing against the large, institutional brokers with an entrepreneurial, client-focused business model and "people first" culture.

"Duane is a tremendous addition to our team," said EPIC's Jim Gillette. "His ability to grow revenue and build long term business partnerships will add significant value to the firm. We are thrilled to have him join our Benefits Consulting Practice in Southern California and across the country."

"I am very excited to join EPIC," said Dennis. "They are an innovative, fast-growing firm with a great national team and strong, experienced leadership. With so much change taking place in our country and around the world, I can most effectively serve my own clients as part of a leading-edge, flexible, responsive organization that puts the needs and best interests of clients ahead of all else. This is what I have found in EPIC."

Duane Dennis can be reached at:
EPIC Insurance Brokers and Consultants
601 South Figueroa Street, Suite 3950, Los Angeles, CA 90017
duane.dennis[at]epicbrokers.com
Office: 213-629-8921

About EPIC:

EPIC is a unique and innovative retail property and 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 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $250 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Supported by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

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

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Duane Dennis has joined the firm as a senior consultant and principal in the firm's Southern California Employee Benefits Consulting Practice.

ReverseVision Names Kelly Kelleher Director of Corporate Marketing and Events

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced the promotion of Kelly Kelleher to the role of director of corporate marketing and events.

Since joining ReverseVision as marketing manager in 2013, Kelleher has worn many hats and helped guide projects ranging from a full-scale corporate rebranding to targeted marketing campaigns to drive user participation in ReverseVision's flagship reverse mortgage loan origination system (LOS), ReverseVision Exchange (RVX). Kelleher has also heightened the firm's visbility in traditional mortgage trade media and events and designed and championed corporate thought leadership initiatives in partnership with the Mortgage Bankers Association (MBA), American Bankers Association (ABA) and various financial planning and financial advisor networks.

"Kelly's accomplishments in driving strategic direction with detail-oriented execution will only continue to enhance and strengthen ReverseVision's position as the industry leader," said ReverseVision Vice President of Sales and Marketing Wendy Peel.

In her new role, Kelleher will refine ReverseVision's brand identity to ensure it resonates with an evolving reverse mortgage marketplace that is experiencing the entry of more traditional, or "forward," lenders than ever before. She will also spearhead the ongoing cultivation and contribution of ReverseVision thought leadership to support industry growth.

Peel noted that Kelleher's combination of technical experience and expertise in all media outlets make her uniquely qualified to grow ReverseVision's annual user conference, RV UserCon, and "Fact Track" events, which educate prospective brokers and lenders on how and why to enter the reverse mortgage market. Through these activities, Kelleher will continue to bring reverse lending ideas, education and awareness to financial planners and other retirement advisors.

"I am continually impressed with Kelly's drive and commitment. She brings unique energy and ideas to every project - even the exhausting task of working a tradeshow floor. ReverseVision substantically benefits from the results she brings to the team," said ReverseVision President and CEO John Button.

"At ReverseVision, I am fortunate to be in a position where I can put my skills and experience to work for both a company and a product, the HECM, in which I sincerely believe," said Kelleher. A home-equity conversion mortgage, or HECM for short, is the most common type of reverse mortgage. "Exploring new ways of promoting the reverse mortgage industry and projecting the ReverseVision message on a national level is a compelling professional challenge that I welcome and embrace vigorously."

About ReverseVision:

Recognized as a Deloitte's 2015 Technology Fast 500(TM) company, ReverseVision is the leading software and technology provider for the reverse mortgage industry and offers products and services focused exclusively on reverse mortgages. More reverse mortgages are originated monthly using ReverseVision technology than all other reverse mortgage loan origination systems combined. ReverseVision has partnered with some of the finest and fastest-growing lending organizations in the United States to provide its leading reverse mortgage technology to brokers, correspondents, lenders and investors.

ReverseVision is a driving innovator in the reverse mortgage industry. ReverseVision continues to improve its software with frequent new innovations and by building on pioneering capabilities in reverse mortgage interactive graphs, scenario analysis, multi-environment performance analysis and workflow in the origination process.

For more information, visit http://www.reversevision.com/.

ReverseVision, Inc., the leading provider of software and technology for the reverse mortgage industry, today announced the promotion of Kelly Kelleher to the role of director of corporate marketing and events. In her new role, Kelleher will refine ReverseVision's brand identity to ensure it resonates with an evolving reverse mortgage marketplace.

McWhirter Realty Partners Announces 15-percent Growth in 2016

ATLANTA, Ga. /ScoopCloud/ -- McWhirter Realty Partners, a comprehensive real estate services firm offering brokerage, property management and development services, today announced a significant increase in business during 2016, realizing 15 percent growth over 2015.

"We were able to take advantage of the continued growth in real estate markets such as land, investment sales and property management," said Barry E. McWhirter, President and CEO.

McWhirter Realty Partners also announces that Wes Allen has joined the company as a broker who brings immeasurable experience in retail brokerage and management - an area where McWhirter Realty Partners already has a significant history of success. McWhirter acquired the property management agreements of six retail centers across Atlanta with the addition of Allen.

"We have worked with Wes for years in the industry and always respected his track record of achievement with retail and commercial brokerage, management and acquisition," said McWhirter. "He compliments our strategic plan to grow the company and we are glad he's joined our team."

The company serves the 20-county area of metro Atlanta and neighboring southeastern states.

McWhirter Realty Partners:

Founded in 1981, McWhirter Realty Partners has established itself as a leading real estate services firm averaging more than 200 sale and lease transactions representing in excess of $150 million in real estate volume. McWhirter Realty Partners focuses on brokerage, property management and development services with expertise in industrial, office, retail, medical and land sales throughout the United States.

The company consistently ranks as a Top Ten Producer as recognized by the Atlanta Commercial Board of Realtors. McWhirter Realty Partners is located at 300 Galleria Parkway, Suite 300, Atlanta, GA 30339.

Learn more: http://www.mcwrealty.com/.

McWhirter Realty Partners, a comprehensive real estate services firm offering brokerage, property management and development services, today announced a significant increase in business during 2016, realizing 15 percent growth over 2015.

Maria Chambers, IACCP, Promoted to Chief Compliance Officer at Klingenstein Fields Wealth Advisors

Klingenstein Fields Wealth Advisors, NEW YORK, Maria Chambers IACCP, compliance oversight /ScoopCloud/ -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers' responsibilities include administering KFWA's compliance program, overseeing day to day compliance needs, maintaining and developing compliance policies, procedures and processes.

"Maria provides proactive insights regarding the complex issues our clients may face. Her in-depth expertise and dedication to providing compliance oversight helps us deliver the highest level of client service and reporting," said Kenneth D. Pollinger, CEO and Co-Chairman of KFWA.

Ms. Chambers joined KFWA in 2014 as Deputy Chief Compliance Officer with broad-based experience in investment management compliance. Before joining KFWA, she was a Vice President and Senior Compliance Officer at Guggenheim Partners Investment Management, where she and her team were responsible for investment guidelines and trade compliance, compliance risk assessment, overseeing annual review and testing, as well as mutual fund reporting and functioning as a general resource to investment management personnel.

Prior to that, Ms. Chambers was a Compliance Officer at Morgan Stanley Investment Management, overseeing the compliance program for the firm's ultra-high net worth custom separately managed account and wrap account platforms, representing compliance in the strategic acquisitions of advisers and managing a team responsible for the North American compliance risk assessment and testing program and sub-adviser oversight.

Ms. Chambers holds the Investment Adviser Certified Compliance Professional (IACCP) designation. She graduated cum laude from Fordham University with a B.A. in Economics, a minor in Philosophy and a Certificate in Business Administration. She was also inducted into Fordham's Beta Rho Chapter of the National Honor Society.

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

Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers' responsibilities include administering KFWA's compliance program, overseeing day to day compliance needs, maintaining and developing compliance policies, procedures and processes.

EPIC adds Timothy B. Ward to Risk Solutions Practice

STAMFORD, Conn. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm's Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.

Ward will be based in EPIC's Stamford, Conn. office and report to EPIC Risk Solutions principal, Mark Millard.

Over a career spanning 23 years, Ward has focused on assisting clients in a wide range of industries with their casualty risk management needs, specializing in the design, management, assessment and implementation of risk management and insurance programs; including risk identification and analysis, risk transfer utilizing insurance products and alternative risk financing strategies across a broad spectrum of exposures and risks.

Prior to joining EPIC, Ward was with Marsh & McLennan in a variety of casualty risk management and insurance placement roles. Most recently Ward was senior vice president and leader of the "national desk" within the casualty placement practice, based in New York. Working with a team of 13 insurance professionals, Ward led in excess of 350 complex transactions annually, focused on clients within the public and private Fortune 1,000 space.

In addition, Ward spent considerable time leveraging analytics to hone program design achieving optimized economic performance, collaborating with clients and prospects to structure enhanced casualty process flow, delivery of service, and evaluating insurers and TPA's who maintain the attributes and capabilities to help drive business forward.

"Our Northeast leadership team is very excited to have someone of Tim's caliber join our group," said EPIC's Mark Millard. "His background and experience, casualty risk management expertise and strong leadership skills will materially contribute to the future growth of EPIC Risk Solution and the service excellence we deliver nationally to EPIC clients with complex risk management needs."

As one of the nation's fastest growing private insurance brokerage firms, EPIC has been on an aggressive national growth trajectory, successfully competing against the large, institutional brokers with an entrepreneurial, client-focused business model. Since The Carlyle Group became the firm's major investment partner in December 2013, EPIC has added multiple locations and new team members across the country, growing revenues from roughly $80 million to estimated run rate revenues of almost $250 million - a 212 percent increase.

Ward is a graduate of Ohio Wesleyan University in Delaware, OH where he earned a Bachelor of Arts Degree in Economic Management.

Timothy Ward can be reached at:
EPIC Insurance Brokers and Consultants
3 Landmark Square, Stamford, CT 06901
203-658-0514 direct
timothy.ward [at] epicbrokers.com

About EPIC:
EPIC is a unique and innovative retail property and 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 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit http://www.epicbrokers.com/.

*PHOTO for media: Send2Press.com/mediaboom/17-0112s2p-tim-ward-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm's Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.

5 Bars welcomes Greg Steininger as National Vice President of Communities

IRVINE, Calif. /ScoopCloud/ -- 5 Bars(TM) a leader in wireless technology solutions, announced the appointment of Greg Steininger as National Vice President, Communities. 5 Bars is a premier provider of wireless master plans and asset marketing for cities, counties and large-scale venues.

As a 20 year leader in technology and telecommunications, Steininger brings extensive background building highly successful sales organizations and State & Local programs. Steininger will lead the 5 Bars Communities team focusing on the acceleration of small cell and 5G deployments for cities and municipalities throughout the country.

"I could not be more excited to be part of a team that is dedicated to partnering with and advocating for Communities as they proactively develop a Wireless Master Plan that enhances communication capabilities for its businesses and residents, while protecting the city's assets and aesthetics," said Steininger.

Steininger spent his formative years with IBM, GE, and Nextel, where he was part of the team that built Nextel's national public sector program. He led the West Region Public Sector sales organization up until and beyond the merger with Sprint.

"Steininger's background extends beyond providing technology solutions. His diverse experience in both business and the military provides us with a unique perspective in continuing to build a culture of results, discipline and excellence," said 5 Bars CEO, John Clarey.

Greg is a graduate of the University of Southern California and a veteran of the United States Army.

About 5 Bars:

5 Bars is a privately held company in Irvine Calif. that provides wireless master planning for communities, stadiums and large-scale venues through master planning network development, ownership and management. 5 Bars works with venue owners to design, build, operate, monetize and maintain state-of-the-art seamless wireless networks with world-class infrastructure while enhancing wireless connectivity. 5 Bars is a leading provider of commercial indoor and outdoor neutral host DAS, small cells and high density carrier-grade Wi-Fi networks. For more information, visit http://5Bars.com/.

About 5 Bars Communities:

5 Bars Communities(TM) provides Wireless Master Planning, Marketing and Management of network infrastructure including cell tower, outdoor small cells and distributed antenna systems. 5 Bars provides cities and communities new capabilities, additional revenue streams, operational efficiencies and strong benefits to the economy to create a modern framework for livable sustainable smart cities.

For more information, visit http://5bars.com/communities.

Media Contact:
5 Bars
(949) 933-8137
info@5bars.com

* LOGO for media: Send2Press.com/mediaboom/15-0831-5bars-300dpi.jpg

5 Bars(TM) a leader in wireless technology solutions, announced the appointment of Greg Steininger as National Vice President, Communities. 5 Bars is a premier provider of wireless master plans and asset marketing for cities, counties and large-scale venues.

Hoge Fenton announces that attorney Crystal N. Riggins has been elevated to shareholder, effective Jan. 1, 2017

SAN JOSE, Calif. /ScoopCloud/ -- Crystal Riggins, based in Hoge Fenton's Silicon Valley office, is a member of the Litigation, Intellectual Property, and Ethics & Professional Liability practice groups. Hoge Fenton is a multi-service law firm.

Crystal joined the firm in September 2009 as a first-year associate. Since that time, she has assisted clients in all aspects of civil litigation, including case evaluation, pre-trial dispute resolution, discovery, trial, post-trial, and appellate matters. Crystal spends much of her time focused on matters on appeal and recently taught appellate advocacy at Santa Clara University, School of Law.

Crystal also has unique and significant experience with Title IX. She has represented student-parties, particularly complainants, in Title IX proceedings at colleges and universities. Her recent cases involving Title IX have been instrumental in shaping the interactions of students and faculty and the way in which these matters are being handled. Crystal currently serves as counsel for Stanford University's Student Title IX Investigation and Hearing Process representing student-parties through the Title IX proceedings.

An active member of the community, Crystal serves on the Board of Directors of the Happy Hollow Foundation supporting Happy Hollow Park and Zoo in San Jose. She is also involved in the Ladies' Guild Board at St. Christopher Church in San Jose and has been a member since 2006. She has also been involved with the Future Vision program at Lincoln High School in San Jose and the Mountain View High School Mock Trial Team.

"Hoge Fenton's ability to both provide excellence in service to our clients and grow to meet client demands is impressive," said Crystal. "I am fortunate to be joining such a group of highly-knowledgeable colleagues and collaborators as a shareholder."

"Crystal's commitment to the profession and passionate advocacy for her clients are just a few examples of the many traits that make Crystal such a talented and caring advocate," said Daniel W. Ballesteros, managing shareholder at Hoge Fenton. "The addition of Crystal as a shareholder further demonstrates our dedication to providing our clients with top-notch legal services. Hoge Fenton's vision includes excellence in our profession and commitment to the community - Crystal Riggins exemplifies that vision."

About Hoge Fenton:
Hoge Fenton is a multi-service law firm, with focused practitioners who can meet nearly all of our clients' needs - under one roof. We've got it handled.

And, as a member of Mackrell International, a premier network of independent law firms in 60 countries, our reach extends around the world. This network provides our clients with access to vetted and trusted local counsel throughout the U.S. and across the globe, allowing us to seamlessly assist our clients. Mackrell International has been named a Top Ranked Chambers Global Leading Law Firm Network.

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

*PHOTO for Media: Send2Press.com/mediaboom/17-0109s2p-riggins-300dpi.jpg

Crystal Riggins, based in Hoge Fenton's Silicon Valley office, is a member of the Litigation, Intellectual Property, and Ethics & Professional Liability practice groups. Hoge Fenton is a multi-service law firm.

EPIC Adds Melissa Delaney as Senior Vice President – Private Client Solutions

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group.

Delaney will be responsible for client relations, management and production for EPIC's Northeast Region Private Client Solutions team. She will be based in the firm's New York City office and report to Craig de Gruchy, Managing Principal of EPIC.

"We are very excited to have a professional of Melissa's caliber join our group," said Craig de Gruchy. "Her background and experience, personal risk management expertise and leadership skills will materially contribute to EPIC's Northeast Region Private Client Solutions team."

Delaney joins EPIC from HUB International, where she served as team leader in their Private Client Services division and was responsible for developing and maintaining risk management and personal insurance solutions for high-net-worth individuals and families.

Prior to this, Delaney was an assistant vice president responsible for business development and sales at Gallagher Bollinger Insurance. Delaney began her insurance career as a Customer Service Representative for Chubb & Son.

Delaney is a graduate of Seton Hall University in South Orange, New Jersey, where she earned a Bachelor of Arts degree in Business Administration and Communications. She is a licensed property and casualty producer in both New York and New Jersey.

Melissa Delaney can be reached at:
EPIC Insurance Brokers and Consultants
295 Madison Avenue - 38th Floor, New York, NY 10017
melissa.delaney@epicbrokers.com
646-455-9561

About EPIC:

EPIC is a unique and innovative retail property and 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 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $250 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Supported by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

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

*LOGO for media: Send2Press.com/mediaboom/16-0308-epic-insurance-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management and production for EPIC's Northeast Region Private Client Solutions team.

Rod Gummerman Joins Utelogy Corporation as Senior Developer

LOS ANGELES, Calif. /ScoopCloud/ -- Utelogy Corporation, creator of software for control and management of audiovisual systems for business and education, brings Rod Gummerman on board as Senior Developer in the company's most recent hire.

Utelogy provides Software-Defined audiovisual (SDAV) technology for control management, analytics and services for smart classrooms, conference rooms and video-conference rooms.

"It's great to have Rod join the Utelogy team as he brings more than three decades of technical and leadership experience," said Frank Pelkofer, CEO of Utelogy. "I was happy to hear that Rod saw Utelogy as a company he'd like to be a part of due to our agility and industry-leading, industry-changing software development."

Gummerman is a graduate of California State University - Long Beach with degrees in Computer Science and Finance. As Senior Developer he will work in the Utelogy Costa Mesa office. Gummerman specializes in system architecture and design with 33 years experience in software development in Windows and .Net.

About Utelogy Corporation:

Started in 2009, Utelogy Corporation publishes an enterprise technology control and management platform without limits. Utelogy is a flexible, scalable software solution for control and management of AV systems that puts the power in the hands of the user. Learn more: http://www.utelogy.com/.

* Photo Caption: Rod Gummerman, Senior Developer.

Utelogy Corporation, creator of software for control and management of audiovisual systems for business and education, brings Rod Gummerman on board as Senior Developer in the company's most recent hire.

NRMLA Adds ReverseVision President and CEO John Button to Board of Directors

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that its president and CEO, John Button, has joined the board of directors for the National Reverse Mortgage Lenders Association (NRMLA). An influential reverse mortgage industry advocate and recognized leader in reverse mortgage technology, Button has more than 30 years of experience in mortgage and financial services technology and business development.

Button was elected to NRMLA's board of directors during the organization's 2016 Annual Meeting and Expo in Chicago on November 16.

"John's strong background in mortgage technology and deep experience in compliance make him an ideal candidate to serve on the NRMLA board," said Joseph P. DeMarkey, strategic business leader of Reverse Mortgage Funding LLC, one of the nation's leading reverse mortgage lenders, and co-chair of the NRMLA board of directors. "I look forward to working with him and the rest of our board to make further progress in our mission to educate regulators, policy makers and consumers on the many benefits of reverse mortgage loans and how they can help older Americans live comfortably in retirement."

"I deeply appreciate this opportunity to learn from the industry titans who make up this year's board of directors," said Button. "ReverseVision plays a unique role by providing an infrastructure that serves all industry participants, from lenders to brokers to investors. I hope to bring a different and useful perspective to the board and assist NRMLA with its efforts to influence industry change and growth."

Button joined ReverseVision as president and CEO in 2012. A Deloitte's Technology Fast 500(TM) company, ReverseVision is the technology provider behind industry-preferred RV Exchange (RVX) loan origination system (LOS). More reverse mortgage lenders use RVX than all other systems combined.

Prior to joining ReverseVision, Button served as chief operating officer for Del Mar DataTrac, a leading innovator in mortgage lending automation. He has also held senior executive positions with IPS Sendero, RF/Spectrum Decision Science Corporation and IBM.

Button was named a 2016 Vanguard Award winner by HousingWire in recognition of his leadership and long-term contributions to the mortgage banking industry, including his key role in changing the tide of public perception when it comes to reverse mortgages. Button's articles and commentary have appeared in publications ranging from Reverse Mortgage Daily to Forbes. Button's chapter on reverse mortgages was published in The Mortgage Professional's Handbook in March 2016.

About ReverseVision

Recognized as a Deloitte's 2015 Technology Fast 500(TM) Company, ReverseVision, Inc. is the leading software and technology provider for the reverse mortgage industry, offering products and services focused exclusively on reverse mortgages. More reverse mortgages are originated monthly using ReverseVision technology than all other reverse mortgage LOS combined. ReverseVision has partnered with some of the finest and fastest-growing lending organizations in the U.S. to provide the leading reverse mortgage technology to brokers, correspondents, lenders and investors.

ReverseVision is recognized as a driving innovator in the reverse mortgage industry. ReverseVision continues to improve its software with frequent new innovations and by building on pioneering capabilities in reverse mortgage interactive graphs, scenario analysis, multi-environment performance analysis and workflow in the origination process.

For more information, visit http://www.reversevision.com.

About NRMLA

The National Reverse Mortgage Lenders Association (NRMLA) is the national voice of the reverse mortgage industry, serving as an educational resource, policy advocate and public affairs center for lenders and related professionals. NRMLA was established in 1997 to enhance the professionalism of the reverse mortgage business.

Our mission is to educate consumers about the pros and cons of reverse mortgages, to train lenders to be sensitive to clients' needs, to enforce our Code of Ethics and Professional Responsibility, and to advise policy makers on reverse mortgage issues.

For more information, visit https://www.nrmlaonline.org.

ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that its president and CEO, John Button, has joined the board of directors for the National Reverse Mortgage Lenders Association (NRMLA).

Brian Boike Joins Simplifile as Director of Product Strategy

PROVO, Utah /ScoopCloud/ -- Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents, and counties, today announced it has hired Brian Boike as director of product strategy. In his new role, Boike will work with executive leadership and business partners to identify new technological solutions for collaboration and information sharing that enable Simplifile's clients to work more efficiently and profitably.

"Brian has over 16 years' experience in bringing mortgage banking technologies to market. More importantly, he believes in what we're doing at Simplifile and shares our fanatical devotion to the user experience," said Paul Clifford, president of Simplifile. "We welcome Brian to the team and feel confident this is the right move not just for the company, but also for our customers."

Before joining Simplifile, Boike served in leadership roles in operations and continuous improvement at Michigan-based United Shore Financial Services, whose portfolio of brands includes United Wholesale Mortgage, and Shore Mortgage. Prior to that, Boike was the product manager of a loan origination system at FIS, the world's largest global provider dedicated to financial technology solutions. He has also held management roles in application development and process improvement for Flagstar Bank.

"Simplifile has long been recognized as the leader in e-recording technology. Now the company is making a name for itself in post-closing and collaboration solutions for mortgage lenders and settlement agents," said Boike. "It's an exciting time to join the team. I look forward to driving changes that will help mortgage lenders compete and grow in this complex industry."

Boike is a former chair of the Mortgage Bankers Association (MBA) Residential Mortgage Technology (ResTech) Forum. He has also served on the Mortgage Industry Standards Maintenance Organization (MISMO) Residential Mortgage Governance Committee and continues to participate in several MISMO work groups. Boike holds a bachelor's degree from Bowling Green State University and a Master of Business Administration from Wayne State University.

About Simplifile

Simplifile is an electronic document and data workflow platform that connects lenders, settlement agents and counties. Since 2000, Simplifile has grown the nation's largest e-recording network and transformed the title and real estate industries. From e-recording to document sharing, collaboration and post-closing, Simplifile offers an array of services in one place to help users securely record, share and track documents, data and fees with ease.

To learn more, visit https://simplifile.com/ or call (800) 460-5657.

Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents, and counties, today announced it has hired Brian Boike as director of product strategy. In his new role, Boike will work with executive leadership and business partners to identify new technological solutions for collaboration and information sharing that enable Simplifile's clients to work more efficiently and profitably.

Nationwide Appraisal Network Hires Monica Bankus as VP of Operations, and Establishes a New Platinum Standard for Customer Experience

OLDSMAR, Fla. /ScoopCloud/ -- Nationwide Appraisal Network (NAN), an innovative, women-owned, industry-leading appraisal management company with true national coverage, announced today that Monica Bankus has joined the company and will serve as VP of Operations. In that role, she will lead a team that will employ proprietary, groundbreaking technology, enhanced workflow and processes, improved communication with appraisers and lenders - and establish a new Platinum Standard for customer experience at NAN, a standard that with time the mortgage industry might attempt to adopt as its own.

"Nationwide Appraisal Network has earned a reputation for perpetually looking for ways to raise the customer experience for clients and appraisers. We will achieve that through a program that features unparalleled lender and appraiser support, cutting-edge technology, and frequent communication all of which develops loyalty-and ensures that timelines are met and expectations are exceeded every day, without exception," said Monica Bankus, VP of Operations for Nationwide Appraisal Network.

"We are taking proactive steps as part of a well-honed strategy that keeps the lenders we work with ahead of their competitors. Monica has very quickly come to understand and embrace our firm's focus on developing or enhancing solutions that enable our clients to gain transparency into their appraisal orders, reduce turn times, improve quality, and close more loans," said Joni Pilgrim, chief business development officer at Nationwide Appraisal Network.

Prior to joining Nationwide Appraisal Network, Bankus worked for almost eight years at Streetlinks Lender Solutions (now Assurant Valuations), serving for the past three years as one of their eight account manager/client advocates. In that role, she was responsible for more than 90 banking and mortgage accounts in the U.S. In addition, she was responsible for two of the firm's 10 largest accounts, based on the volume of business they transacted and revenue they produced. In addition, Bankus was the liaison for implementation of any new client processes and protocols for her accounts and assisted with resolving system issues. Streetlinks recognized her outstanding performance with a prestigious 20l5 Excellence Award.

In 2012, she was one of the firm's quality control assistant managers and led a team of 25 people, while co-managing a department of more than 60 associates. She also monitored performance reporting, training and ensured compliance with USPAP, Fannie Mae, Freddie Mac and FHA appraisal underwriting guidelines.

Prior to working with StreetLinks, Bankus was a residential real estate appraiser and salesperson and held positions with other companies within the real estate and financial industry over the course of 10 years.

About Nationwide Appraisal Network:

Nationwide Appraisal Network (NAN), a women-owned, award-winning national appraisal management company, is an industry leader because it provides superior customer service, sophisticated, innovative technology, and a talented, experienced professional staff.

For more information, visit: https://nationwide-appraisal.com/.

Nationwide Appraisal Network (NAN), an innovative, women-owned, industry-leading appraisal management company with true national coverage, announced today that Monica Bankus has joined the company and will serve as VP of Operations. In that role, she will lead a team that will employ proprietary, groundbreaking technology, enhanced workflow and processes, improved communication with appraisers and lenders - and establish a new Platinum Standard for customer experience at NAN, a standard that with time the mortgage industry might attempt to adopt as its own.

MetaSource Promotes John Nixon to Chief Revenue Officer

SALT LAKE CITY, Utah /ScoopCloud/ -- MetaSource, the leading provider of mortgage quality control (QC) compliance advisory and workflow automation solutions, announced it has promoted John Nixon to Chief Revenue Officer (CRO). In this new role, Nixon will be responsible for the alignment of all resources dedicated to demand creation for business development, strategic account management and marketing to foster growth to continue MetaSource's success. Nixon previously served as Vice President of Business Development and Marketing for MetaSource.

"When MetaSource began looking for the appropriate candidate to steward our next phase of evolution, John Nixon was the obvious choice," said Adam Osthed, CEO of MetaSource. "In the two years John has been with MetaSource, he has had a demonstrable impact on the company's success, and in this new position, he will be poised to push the firm even further."

Nixon possesses more than 25 years of experience in business process outsourcing, document management and consulting services. Prior to joining MetaSource, Nixon served as Vice President of Business Development and held senior management positions with several global business process management companies. He holds a Bachelor of Science degree in Business Administration with a specialization in International Business and Economics from Old Dominion University in Norfolk, Va.

About MetaSource:

MetaSource is a technology driven provider of Business Process Outsourcing (BPO) / Business Process Management (BPM) services integrated with Enterprise Content Management (ECM) and workflow solutions and customer experience processes to meet clients' goals and objectives. They service a variety of industries for a national clientele through our global network of PCI Level 1, Version 3 compliant, SOC / AT101 Type II / AT 101 (formerly known as SAS70) and HIPAA compliant processing centers. MetaSource employs over 800 worldwide and supports more than 4,000 installations as EMC's largest distributor of the ApplicationXtender Content Management product suite through a network of over 130 Channel Partners.

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

MetaSource, the leading provider of mortgage quality control (QC) compliance advisory and workflow automation solutions, announced it has promoted John Nixon to Chief Revenue Officer (CRO). In this new role, Nixon will be responsible for the alignment of all resources dedicated to demand creation for business development, strategic account management and marketing to foster growth to continue MetaSource's success.

VLP Law Group LLP Continues Growth with Addition of Corporate Partner Geoffrey Perusse

PALO ALTO, Calif. /ScoopCloud/ -- VLP Law Group LLP is pleased to announce that Geoffrey Perusse has joined the firm's Corporate Practice Group as a partner based in the San Francisco Bay Area. Mr. Perusse will chair the firm's Private Funds and Investment Management Group.

Mr. Perusse brings extensive experience in representing sponsors and managers of private investment funds in a variety of asset classes, including real estate, private equity entertainment, venture capital and hedge funds. He also provides transactional and counseling work for these funds. Geoff also advises registered investment advisers on compliance and regulatory matters.

Additionally, Mr. Perusse works with entrepreneurs, banks, and technology companies based in San Francisco and Silicon Valley on financings, mergers and acquisitions, securities law issues, licensing, and other general corporate matters.

Prior to joining VLP, Mr. Perusse was Senior Counsel at Allen Matkins Leck Gamble Mallory & Natsis LLP. He has been a guest lecturer at the Presidio Graduate School in San Francisco, CA, and presents on securities law matters and legal issues affecting private fund managers.

"Geoff is a tremendously talented corporate and securities attorney. In addition to his deep experience representing emerging growth companies and the investors that finance and support them, Geoff has also developed a thriving fund formation and investment management practice that will significantly and immediately expand VLP's service capabilities in that critical practice area," said Christopher La Chance, Chair of the firm's Corporate, Emerging Growth Companies & Venture Capital, Mergers & Acquisitions and Securities & Capital Raising Practice Groups. "Geoff's expertise is a key strategic fit within VLP's corporate group and will help drive continued growth and enhance our already stellar reputation within the business and legal community. We are delighted to have Geoff join the firm."

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: http://www.vlplawgroup.com/.

* PHOTO for media: Send2Press.com/mediaboom/16-1122s2p-perusse-300dpi.jpg

VLP Law Group LLP is pleased to announce that Geoffrey Perusse has joined the firm's Corporate Practice Group as a partner based in the San Francisco Bay Area. Mr. Perusse will chair the firm's Private Funds and Investment Management Group.

Utelogy Continues Building Technology Team with New Hire to Augment Support and Integration

LOS ANGELES, Calif. /ScoopCloud/ -- Utelogy Corporation, creator of software for control and management of audiovisual systems for business and education, continues to hire as a result of growth and a desire to build a strong team of developers and technical experts.

Utelogy provides Software-Defined audiovisual (SDAV) technology for control management, analytics and services for smart classrooms, conference rooms and video-conference rooms.

Chatura Ahangama joins Utelogy Corporation where his duties will include responsibility for driver development and equipment integration. Ahangama will also work closely with Utelogy's Support Team to meet customer demand for drivers.

"Chatura brings to Utelogy both practical work experience and an impressive educational background," said Frank Pelkofer, CEO of Utelogy. "We are also delighted that Chatura was recruited by an employee as it reflects well on the company culture our team has created."

Ahangama holds degrees in Computer Engineering, Computer Systems Networking in Cyber Security, and most recently began work on a Bachelor's Degree in Computer Science in Software Engineering from California State University of Monterey Bay.

About Utelogy Corporation:

Started in 2009, Utelogy Corporation publishes an enterprise technology control and management platform without limits. Utelogy is a flexible, scalable software solution for control and management of AV systems that puts the power in the hands of the user.

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

Utelogy Corporation, creator of software for control and management of audiovisual systems for business and education, continues to hire as a result of growth and a desire to build a strong team of developers and technical experts.

The Mortgage Collaborative Appoints David G. Kittle, CMB, President

SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the appointment of David G. Kittle, CMB as its President said John M. Robbins, CMB, the corporation's Chairman.

"The exceptional growth of TMC dictates we have an experienced mortgage professional at the helm," said Robbins. "Engaged for more than 40 years in every aspect of our industry's leadership, David is uniquely qualified to take the Collaborative to the next level and beyond as TMC expands its Lender Member services into the Secondary Market and Technology Innovation."

"I'm honored to be asked by the Board, my friends and my partners to step into this role," said Kittle. "The Mortgage Collaborative has an outstanding team that I look forward to working with and expanding in the coming months as TMC moves into new areas that will continue to add profitability to our Lender Members."

About The Mortgage Collaborative:

Based in San Diego, California, The Mortgage Collaborative was founded in 2013 to empower mortgage lenders across the country with better financial execution, reduced costs, enhanced expertise and improved compliance and to help its members access the dynamic and changing consumer base in America.

The association is managed by its founding members: John Robbins, CMB; David Kittle, CMB; Gary Acosta, CEO of the National Association of Hispanic Real Estate Professionals (NAHREP); and Jim Park, former chair of the Asian Real Estate Association of America (AREAA). Robbins and Kittle are former chairmen of the Mortgage Bankers Association of America (MBA).

For more information, visit http://www.mortgagecollaborative.com/.

Twitter: @MtgCoop

The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the appointment of David G. Kittle, CMB as its President said John M. Robbins, CMB, the corporation's Chairman.

Local Banker Luz Gonzalez Joins Bank of Southern California, N.A.

RANCHO MIRAGE, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced today that Luz Gonzalez has joined the Company as Branch Sales Manager of its Rancho Mirage branch. Most recently, Ms. Gonzalez served the Coachella Valley community as a Deputy Sheriff for the Riverside County Sheriff's Department, following a successful eleven-year career at El Paseo Bank.

"We are extremely excited to welcome Luz back home to the Rancho Mirage branch and reconnecting her with her former customers," commented Pamela Isaacson, Executive Vice President and Chief Administrative Officer.

"Luz had always had a fascination with law enforcement, but found that her passion for banking and the relationships she had with her customers was much stronger," concluded Isaacson.

Bank of Southern California has made a substantial commitment in the Coachella Valley market over the last several years, and has become known as The Desert's Community Bank. In December 2010, the bank acquired the La Quinta and Palm Springs branches of Palm Desert National Bank as its entry into the Coachella Valley, then in January 2014, the bank acquired the Palm Desert branch of AmericanWest Bank, and in December 2014 the bank acquired Frontier Bank dba El Paseo Bank.

In September 2015, the Bank created a local Advisory Board of prominent members of the Coachella Valley business community, and in August 2016, the bank completed the acquisition of deposits from Opus Bank's La Quinta office.

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-mid 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.

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

*PHOTO for media: Send2Press.com/mediaboom/16-1116s2p-Luz-Gonzalez-300dpi.jpg

Bank of Southern California, N.A. (OTC Pink:BCAL / OTCMKTS:BCAL) announced today that Luz Gonzalez has joined the Company as Branch Sales Manager of its Rancho Mirage branch. Most recently, Ms. Gonzalez served the Coachella Valley community as a Deputy Sheriff for the Riverside County Sheriff's Department, following a successful 11-year career at El Paseo Bank.