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.
EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.
Paragon Welcomes Andy Borst who Joins as President, E&S Lines and International Programs
AVON, Conn. /ScoopCloud/ — Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Andrew “Andy” Borst as President-Excess & Surplus (E&S) Lines and International Programs.
Weldon, Williams & Lick, Inc. Names Evan Gitomer as Firm’s First Chief Revenue Officer
FORT SMITH, Ark. /ScoopCloud/ — Weldon, Williams & Lick, Inc. (WW&L), a visionary provider of ticketing and custom security printed solutions, announced today that it has appointed Evan Gitomer as its first Chief Revenue Officer, effective immediately. In this newly created role, Evan will oversee and develop the go-to-market team and strategy to support growth at the company.
MMI adds mortgage industry vets Jake Belter and Gerald Dorman to enterprise sales team as regional directors
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 mortgage industry veterans Jake Belter, CMB(r), and Gerald Dorman to its enterprise sales team. As regional directors, Belter and Dorman will be tasked with expanding MMI’s growing roster of mortgage enterprise clients.
Attorney Daniel Murphy Now a Full Partner at Goldman Babboni Fernandez Murphy & Walsh
BRADENTON, Fla. /ScoopCloud/ — Attorney Daniel Murphy, of Goldman Babboni Fernandez & Walsh, has been elevated to full partner. Citing his exemplary record of working tirelessly for clients in Bradenton Florida and across all of Manatee County.
Mortgage Hedge Advisory Firm Vice Capital Markets promotes Shawn Ansley to CIO
NOVI, Mich. /ScoopCloud/ — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it has promoted Shawn Ansley to chief information officer (CIO). As CIO, Ansley will be tasked with the continued development of information technologies and deepening integrations with the agencies and major loan origination systems.
EPIC Welcomes Shelley Yim
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC’s leadership to focus on continuing to grow the firm’s footprint with large complex Risk Management clients along with helping lead EPIC’s burgeoning Winery Practice.
Avenu Insights & Analytics Adds Public Sector Talent in California
FRESNO, Calif. /ScoopCloud/ — Avenu Insights & Analytics (Avenu) recently announced the addition of Rachelle Arizmendi as one of the company’s Government Industry Advisors. Rachelle joins Avenu as a native Californian with a life-long career in serving the public sector and numerous leadership positions.
XLR8 Companies Announce the appointment of Mitchner Ferdinands as Chief Operating Officer
NEW YORK, N.Y. /ScoopCloud/ — On April 18, 2022, Xelerate Logistics LLC (“XLR8”) announced the appointment of Mitchner Ferdinands as the Chief Operating Officer. Mitchner Ferdinands, who has 20 years of experience in the Supply Chain industry, has extensively travelled in many countries to troubleshoot and find innovative and pragmatic solutions to ever evolving supply chain industry.
Jeremy Berlin Named Editorial Director at Hidden Compass
SANTA BARBARA, Calif. /ScoopCloud/ — Hidden Compass, a women-founded media company uniting audiences with the humans, causes, and possibilities behind award-winning stories of exploration, has added another seasoned editor to its staff. The California-based startup recently announced Jeremy Berlin as its editorial director.
Edgewood Healthcare Advisors Continues Growth with Strategic Hires
NEW YORK, N.Y. /ScoopCloud/ — Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.
James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up
NEW YORK, N.Y. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.division.
EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence.
BioAustinCTX Announces Board of Director Leadership Changes
AUSTIN, Texas /ScoopCloud/ — Life Science industry organization, BioAustinCTX, announced today changes to its Board of Directors with the departure of Elisa Maldonado-Holmertz and the appointment of Tami Annable. Over the past several years, Austin and the Central Texas region have developed into one of the fastest-growing life science hubs in the U.S.
Ben Itkin Assumes Sales Leadership Position at MCT
SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced today that Ben Itkin has been appointed the new National Sales Director.