Tag: Management and Career Moves
NER Announces Hire of George Schulz as Managing Director, Program Development
AVON, Conn. /ScoopCloud/ -- New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announced the hire of George Schulz as Managing Director, Program Development, in the latest confirmation of Paragon's commitment to continuing investment in the green technology space.
EnergyCAP Expands Executive Leadership Team in Denver, Colorado
DENVER, Colo. /ScoopCloud/ -- EnergyCAP, a pioneer in energy and sustainability enterprise resource planning ("ERP") software, today announced the appointment of two additional executive leaders based in Denver, Colorado. These new leaders have extensive backgrounds in leading high tech - growth organizations.
MMI announces its newest Regional Director of Growth, Heidi Iverson
SALT LAKE CITY, Utah /ScoopCloud/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced that Heidi Iverson has joined the organization as a regional director of growth. In this position, Iverson will consult and strategize with MMI's clientele which now includes more than 40 of the top 50 lenders in the nation, to identify growth opportunities to drive adoption and increase return on investment (ROI).
EPIC Welcomes Parker Rains – Adds to Middle Market Property & Casualty Practice
NASHVILLE, Tenn. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Parker Rains has joined the firm as Managing Principal within its Property & Casualty Practice.
McWhirter Names Pamela J. McCabe as Vice President of Property Management Promotes Austin Purvis to Senior Property Manager
BIRMINGHAM, Ala. /ScoopCloud/ -- Today, McWhirter, a leading commercial real estate services firm in the southeast, announces Pamela J. McCabe joins the Birmingham office as Vice President of Property Management. Additionally, Austin Purvis is promoted to Senior Property Manager.
Matthew Weber and Jonathan Louie Appointed to KROST’s Principal in Development Program
Matthew Weber and Jonathan Louie Appointed to KROST's Principal in Development ProgramLOS ANGELES, Calif. /ScoopCloud/ -- Los Angeles-based CPA firm, KROST CPAs & Consultants, appoints Matthew Weber, CPA, MAcc, and Jonathan Louie, CPA, MST, to join KROST's Principal in Development (PID) program.
E3 Association Announces Changes in Staff with Newer Versions of the E3 Brands
BOCA RATON, Fla. /ScoopCloud/ -- E3 Association, a purveyor of online and offline hybrid membership programs, announced additions and changes in staff and new innovative versions of their divisional brands today. E3 Association is a purveyor of online and offline hybrid membership programs, bringing unique experiences to the different outdoor lifestyles and sports vertices.
Roger Guilian, Former Counsel and Risk Management Expert for ENR Top 100 Engineering Firm, Bolsters Greyling Division of EPIC
ALPHARETTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm's Greyling division as Senior Vice President, Risk Management.
Promontory MortgagePath adds John Gust as Director of Product Management
DANBURY, Conn. /ScoopCloud/ -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced industry veteran John Gust has joined the organization as the director of product management. In this role, Gust leads the product management and user experience teams and is responsible for product strategy, planning, execution, and rollout of Promontory MortgagePath's mortgage fulfillment services and end-to-end technology solution.
Modern Foot & Ankle Expands Foothold in Orlando with Two New Clinics, One New Podiatrist
ORLANDO, Fla. /ScoopCloud/ -- Modern Foot & Ankle adds two new offices to its growing network of high tech, patient-centric healthcare facilities. These mark the eighth and ninth locations for the multi-regional podiatric group. The Oviedo clinic, which opened in May, is located at 1000 Executive Dr. The address for the Lake Mary office is 2500 W. Lake Mary Blvd.
Klingenstein Fields Advisors Adds Senior Advisor to Its South Florida Team
NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors) welcomes Michael S. Schiff, J.D., AEP, TEP, as a Managing Director based in the Boca Raton area. He will be joining John A. Pavela, CFA, Managing Director, who heads KF Advisors' south Florida team from its new offices located at 777 South Flagler Drive in West Palm Beach.
EPIC Welcomes Kerry Connor – Joins as National Voluntary Benefits Practice Leader
PHILADELPHIA, Pa. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.
Tim Rowe named Vineyard Manager at Domaine Carneros
NAPA, Calif. /ScoopCloud/ -- As harvest kicks off in Napa this week, Domaine Carneros Winery is pleased to announce the appointment of Tim Rowe, seasoned viticultural expert with over a decade of impressive positions within the California wine industry, to the position of Vineyard Manager. Succeeding Alberto Zamora, who is retiring after a 40-year career in the wine industry, ten of which were spent transforming the vineyards at Domaine Carneros, Rowe states that his new position is a viticulturist's dream.
Housing Finance Strategies Names Industry Leader Jeff Jaffee as Senior Advisor
WASHINGTON, D.C. /ScoopCloud/ -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance.
EPIC Welcomes Jay Yarid – Adds to EPIC’s Employee Benefits Practice
DALLAS, Texas /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.
KROST Announces Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax
LOS ANGELES, Calif. /ScoopCloud/ -- Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.
EPIC Welcomes Natalia Greene, Esq.
ARLINGTON HEIGHTS, Ill. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm's Lemme division as Senior Vice President, Risk Management.
Bill Gorab Takes Over Local Edward Jones Branch Office in Colorado Springs
COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.
Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer
FRANKLIN, Tenn. /ScoopCloud/ -- Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.
Click n’ Close Promotes Daniel Forshey and Sady Mauldin to C-Suite
ADDISON, Texas /ScoopCloud/ -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, is pleased to announce the company has promoted Daniel Forshey to Chief Operating Officer and Sady Mauldin to Chief Compliance Officer.
ACI Board of Trustees Appoints April Arnold as ACI Executive Director
CHICAGO, Ill. /ScoopCloud/ -- The Board of Trustees of Associated Colleges of Illinois (ACI) appointed April Arnold, CFRE, as ACI executive director, succeeding Mick Weltman, who will retire after leading the organization for nearly eight years. Arnold brings substantial experience as a leader and fundraiser in higher education institutions and nonprofit organizations. She begins her leadership role with ACI July 5.
iEmergent appoints Megan Horn as Chief Marketing Officer
DES MOINES, Iowa /ScoopCloud/ -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Megan Horn as chief marketing officer (CMO). In this role, Horn will oversee marketing, public relations, brand management and customer experience for the growing company.
Sales Boomerang and Mortgage Coach Merge, Appoint Richard Harris as CEO
OWINGS MILLS, Md. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced their merger and the appointment of SaaS executive Richard Harris as CEO.
EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania
HARRISBURG, Pa. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.
John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division
SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.
Housing Finance Strategies Hires Stuart Quinn as Managing Director
WASHINGTON, D.C. /ScoopCloud/ -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited mortgage consulting and product manager Stuart Quinn to join her firm as Managing Director.
Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division
CHICAGO, Ill. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.
iEmergent appoints Chris Richey as Chief Analytics Officer
DES MOINES, Iowa /ScoopCloud/ -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Chris Richey as chief analytics officer. In this role, Richey will oversee and expand upon iEmergent's data analytics capabilities, which help mortgage lenders identify gaps in sales coverage and effectively expand into new markets.
Cheryl Messner joins Sales Boomerang to oversee customer experience department
WASHINGTON, D.C. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has tapped Cheryl Messner to manage its customer experience departments. In her new role, Messner will define strategies to enhance Sales Boomerang's customer experience, engagement, success and operations as well as help the company build upon its growth from a fintech startup to the industry's leading borrower intelligence solution.
Southwestern Investment Group Names Brandon Kew as Vice President
FRANKLIN, Tenn. /ScoopCloud/ -- Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.
XG names Yvonne Robinson Chief Operations Officer
NEWPORT BEACH, Calif. /ScoopCloud/ -- California-based XG announced today the appointment of Yvonne Robinson as Chief Operating Officer. In this role, she will guide the company's operations and growth, while overseeing the day-to-day management.
Gary D. McKiddy Assumes Chief Financial Officer Role at Mid America Mortgage
ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has been promoted from Chief Risk Officer to Chief Financial Officer. In this new role, McKiddy will manage financial operations and strategy as Mid America Mortgage continues to refine its operations and drive business growth through recent product line additions, such as its correspondent down payment assistance (DPA) program.
Mortgage Coach promotes Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement
IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was promoted from director of account management to VP, customer engagement.
MMI appoints Kortney Lane-Schafers as Regional Director of Growth
SALT LAKE CITY, Utah /ScoopCloud/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired Kortney Lane-Schafers as a regional director of growth. Lane-Schafers' responsibilities will include consulting and strategizing with MMI's growing roster of mortgage enterprise clients.
Housing Finance Strategies Names Allen Jones Chief Administrative Officer
WASHINGTON, D.C. /ScoopCloud/ -- Housing Finance Strategies President Faith Schwartz today announced that she has named industry veteran and former Big 4 consulting executive Allen Jones as Chief Administrative Officer and Managing Director of the Consulting Practice.