Tag Archives: Management and Career Moves

Mortgage Coach promotes Jacob Gibbs to VP, Technology and Shannon Baldwin to VP, Marketing

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 promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing. These advancements are a direct result of Gibbs' and Baldwin's exceptional leadership in their respective departments.

Gibbs joined Mortgage Coach 15 years ago and is now responsible for leading the development team, managing partner integrations, administering both local and network technology infrastructure, and overseeing Mortgage Coach's support team that serves 15,000 subscribers. With valuable experience in both mortgage underwriting and lending technologies, Gibbs is perfectly equipped to help lenders better serve their borrowers by empowering them with the digital tools to help them choose the best mortgage loan for their needs.

Prior to joining Mortgage Coach, Baldwin led marketing and events for Optimal Blue for 13 years. Baldwin was tapped by Mortgage Coach as director of marketing one year ago, and in that time she has proven her expertise in all mortgage marketing functions including brand strategy, digital marketing, web content and design, internal and external communications and event planning. As VP of marketing, Baldwin will oversee the development of Mortgage Coach's communication strategies and identify effective brand-building opportunities.

"Jacob's tech-forward mindset and Shannon's creative approach to mortgage marketing have been central to the Mortgage Coach mission of helping lenders enable people of all financial backgrounds to attain homeownership through smart mortgage strategies," said Mortgage Coach President Joe Puthur. "They have both brought immense value to our business and partners, and I am very proud to have them as a part of our team."

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty.

To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

Twitter: @MortgageCoach #mortgage

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing.

Related link: https://mortgagecoach.com/

Fluid Metering Announces Promotion of Sean Madden to Vice President, Commercial & Product Development

SYOSSET, N.Y. /ScoopCloud/ -- Fluid Metering Inc., a pioneer in the design and manufacture of high precision microfluidic solutions, is pleased to announce the promotion of Sean Madden to Vice President, Commercial and Product Development. Sean's new responsibilities are aligned with the company's business interests that encompass accelerating growth through expanding Fluid Metering's presence in new geographies, account management leadership, and innovating to unique customer requirements in a highly responsive manner.

Sean brings over 9 years of engineering, sales, and marketing to his new role, with two of those years as Director, Product Development at Fluid Metering. Prior to joining Fluid Metering, Sean gained expertise in developing advanced motion control fluid technology and managing key accounts at IMI Norgren. He is a graduate of University of Massachusetts Dartmouth and holds an MBA and M.S. in Engineering Management from Western New England University.

"Sean brings a unique blend of design and commercial experience to his new role," stated Meath Dunne, President of Fluid Metering. "These skills will be advantageous to Fluid Metering, as we continue to prioritize growth in the Medical Life Sciences Industry."

About Fluid Metering Inc.

Fluid Metering, Inc. pioneered the first patented valve-less rotating and reciprocating piston metering pump concept delivering pumping excellence and precise fluid control for Laboratory, Industrial, Process and OEM applications. Fluid Metering's Engineering Team incorporates 60 years of OEM design experience to meet specific customer and application requirements with Accuracy, Precision & Reliability!

Website: https://www.fluidmetering.com/

Follow Us on Social Media:

https://twitter.com/fluidmetering

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Fluid Metering Inc., a pioneer in the design and manufacture of high precision microfluidic solutions, is pleased to announce the promotion of Sean Madden to Vice President, Commercial and Product Development.

Related link: https://www.fluidmetering.com/

Ahwatukee Realtor, Mike Holt, Joins COR Consultants

PHOENIX, Ariz. /ScoopCloud/ -- COR Consultants is pleased to announce that Mike Holt has joined the team as a real estate agent. Mike Holt is an Ahwatukee Realtor who has a degree in Computer Science and past experience managing teams at Amazon.

"We are excited to have Mike Holt join the team. He exudes positivity, hard work, and tenacity. I am confident Mike has a very bright future in this industry and at COR Consultants," says Jeffrey Buettner, Team Leader.

At Amazon, Mike spent nine years in the logistics and supply side. That experience prepared him to be detail-oriented with a focus on customer fulfillment. In addition, his analytical mind helps him in the real estate field. Breaking down complex issues and teaching people how to understand the situation and what to do next is key.

Anyone interested in connecting with Mike about buying or selling real estate can reach out to him via his website: https://mikeholtsellshomes.com/.

About COR Consultants:

COR Consultants is a Phoenix-based real estate team dedicated to helping real estate agents flourish by providing top-of-the-line technology and training. Learn more: https://yourcorconsultants.com/.

COR Consultants is pleased to announce that Mike Holt has joined the team as a real estate agent. Mike Holt is an Ahwatukee Realtor who has a degree in Computer Science and past experience managing teams at Amazon.

Related link: https://yourcorconsultants.com/

Ron Wilson Named President of KIS Technologies, LLC

PLANO, Texas /ScoopCloud/ -- KIS Technologies, LLC, a leading provider of kiosks, ticketing and parking technology, announced today that it has appointed Ron Wilson as its new President, effective immediately.

Wilson brings a proven record of success at innovative technology companies, having most recently served as Chief Technology Officer for Tessitura Network for 13 years where he was instrumental in building the company into a market dominant provider of fully integrated CRM, ticketing, and fundraising software. Wilson will succeed Toby Fender, who joined KIS Technologies as President in 2018 and announced his resignation in September for personal reasons.

"Ron is a phenomenal leader who has been instrumental in creating success and driving innovation in the ticketing market. His leadership, character and knowledge set him apart, and I couldn't be happier to welcome him as the new President," said Tracey Geren, CEO of Weldon, Williams & Lick, Inc. the parent company of KIS Technologies. "We're in a new world and KIS Technologies is perfectly positioned for strategic success. Ron brings deep experience in scaling fast-growing technology companies, and we expect his leadership will be an invaluable asset to KIS Technologies as we continue to grow at a rapid pace."

"I'm grateful that Tracey and the Board at Weldon, Williams & Lick have put their faith in me to lead KIS Technologies into a new age of ticketing commerce," said Wilson. "KIS Technologies has a great line of ticketing and parking hardware and software products to support its clients with new ways to serve their fans, patrons, donors and guests in a changing world."

About KIS Technologies, LLC

KIS Technologies, LLC, a wholly owned subsidiary of Weldon, Williams and Lick, Inc., is a live event technology company offering hardware and software solutions to the ticketing and parking markets. The company's product lines include easy-to-use KIS Ticket for simple ticketing applications, KIS Kiosk for self-serve ticketing integrated with major ticketing systems, KIS Park parking management software, and KIS Wallet stored value digital wallet.

For more information, visit: https://www.kisticket.com/kis_technologies.

About Weldon, Williams & Lick, Inc.

An industry leader in ticket design and printing for more than 100 years, Weldon, Williams and Lick, Inc. was founded in 1898 and offers a complete array of admission tickets, parking permits, event ticket printing services, hang tags, credentials, kiosks, and RFID products. The company is the world's leading provider of high-quality printed ticket products for international events, leading professional and collegiate sports, and marquee productions.

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

MULTIMEDIA:

VIDEO (YouTube): https://youtu.be/TNKk3jvwlm0

KIS Technologies, LLC, a leading provider of kiosks, ticketing and parking technology, announced today that it has appointed Ron Wilson as its new President, effective immediately. Wilson brings a proven record of success at innovative technology companies.

Seedling Welcomes New Development Director

AUSTIN, Texas /ScoopCloud/ -- Seedling Foundation, a non-profit organization providing school-based mentoring for children who have an incarcerated parent, has selected Julie Barschow as Development Director. Ms. Barschow joins Seedling with over 20 years of nonprofit management, development and marketing experience.

Spending the first six years of her career with the YMCA of Austin, Ms. Barschow helped retain and grow membership at the Y's flagship branch in downtown Austin, while also helping to grow the Partner of Youth campaign, expanding efforts to bring the Y's services to all, despite their financial circumstances. Julie then transitioned to Boys & Girls Clubs of Austin, where she spent the next decade in development and marketing, helping raise more than $1 Million per year through a variety of initiatives and events.

During her tenure, the Boys & Girls Clubs grew from serving less than 1,000 kids to more than 10,000, and from annual revenue of less than $800,000 to $7 Million. Julie assisted the organization through its largest growth period, helping build and improve systems, resulting in more contributions and community awareness across all resource development avenues. She has also run her own business, offering development and marketing consulting and services for nonprofits and small businesses.

"I was blessed to discover my love for philanthropy and civil service at the beginning of my professional career. I have done my best to be a servant leader, helping the world get a little better every day in whatever small way I can. I am grateful and honored to join the Seedling team and help advance the mission to help children overcome difficult circumstances and reach their full potential," Ms. Barschow said.

Julie holds a B.S. in Communications Studies from The University of Texas at Austin, and has completed advanced leadership training under The Professional Association of Boys & Girls Clubs' award-winning leadership program. Julie is a member of and has previously served on the board for Women Communicators of Austin, and has served as both President and VP of Fundraising for the Parent Teacher Associations at her children's schools in Austin ISD and Hays Consolidated ISD.

Ms. Barschow succeeds Linda Thompson, who is retiring after 4 years as Seedling's Development Director. Ms. Thompson helped Seedling to increase mentoring services to children by growing its annual budget by over 20% during her time with Seedling.

"We feel very fortunate to have had Linda's experience and passion for the past four years and look forward to having Julie continue the excellence in development and raise needed awareness so that more children impacted by parental incarceration can have mentors and support," said Dan Leal, Seedling Executive Director.

About Seedling:

Seedling has provided school-based mentoring for over 2300 Central Texas children impacted by parental incarceration since 2005. Seedling is seeking mentors to serve children during the 2021-22 school year as schools allows mentors to return campuses. Seedling is a 501(C)(3) non-profit organization, Tax ID #74-2841791. Donations are tax deductible.

To learn more about Seedling or to become a mentor visit Seedling's website at https://seedlingmentors.org/ or call (512) 323-6371.

Seedling Foundation, a non-profit organization providing school-based mentoring for children who have an incarcerated parent, has selected Julie Barschow as Development Director. Ms. Barschow joins Seedling with over 20 years of nonprofit management, development and marketing experience.

Related link: https://seedlingmentors.org/

Choyce Peterson Hires Scott J. Lipow as Senior Associate

NORWALK, Conn. /ScoopCloud/ -- Choyce Peterson, Inc. (www.choycepeterson.com), a full service commercial real estate brokerage firm, announced that Scott J. Lipow has joined the brokerage team as Senior Associate. Lipow will join Choyce Peterson's Capital Markets team, focusing on investment opportunities throughout Fairfield and Westchester Counties. Lipow delivers expertise to the firm's clients in asset acquisitions and dispositions, property valuation and market analysis. Lipow also represents both landlords and tenants in connection with leasing transactions.

Lipow brings 10 years of experience as the founder and operator of Six7 Marketing. After earning his MBA from Emory University, Lipow worked with a range of different businesses across the area, while establishing a deep network of relationships and an unmatched understanding of the local market. Lipow is a lifelong resident of Fairfield and is the proud founder of the Fairfield Fierce Basketball Club, a youth basketball organization that serves hundreds of families from around the area each year.

"We are pleased to have Scott join our growing team," said Scott C. Peterson, Vice President at Choyce Peterson. "He brings a wealth of entrepreneurial business experience to our firm, and we are excited for him to harness these talents within our Capital Markets initiative."

Alan R. Peterson, principal and co-founder of Choyce Peterson added, "Scott's business background and community outreach skills make him an excellent addition to Choyce Peterson. We look forward to growing the investment sales side of our firm with him on the team."

For further information, please visit our website: https://www.choycepeterson.com/

About Choyce Peterson, Inc.

Choyce Peterson, Inc., a full service commercial real estate brokerage with offices in Norwalk, CT and Rye Brook, NY, was founded in 1997 and has negotiated millions of square feet of transactions in 42 states and Canada. The Choyce Peterson process delivers comprehensive and creative real estate solutions to ensure clients derive maximum value from their real estate decisions.

Learn more at: https://www.choycepeterson.com/

Choyce Peterson, Inc., a full service commercial real estate brokerage firm, announced that Scott J. Lipow has joined the brokerage team as Senior Associate. Lipow will join Choyce Peterson's Capital Markets team, focusing on investment opportunities throughout Fairfield and Westchester Counties.

Related link: https://www.choycepeterson.com/

Current Builders Promotes Brett Schreiber to Vice President of Construction

POMPANO BEACH, Fla. /ScoopCloud/ -- Current Builders (www.currentbuilders.com) has announced Brett Schreiber's promotion to Vice President of Construction. Schreiber attained partner status in 2020, and this new promotion follows his successful management of the firm's largest construction project to-date, Uptown Boca. The mixed-use development was completed on-time, during the pandemic thanks to Schreiber's excellent management. The project was both the firm's and Schreiber's third commission with developer Rosemurgy Properties.

"Brett continues to distinguish himself as a leader and consummate construction professional," said Michael C. Taylor, CEO of Current Builders. "His dedication to the firm, along with his excellent communication strategies, tech savvy and smart contingency planning, has made him a rising star in our firm. We are very proud to offer him this promotion."

Schreiber joined Current Builders in 2012 and ascended to Senior Project Superintendent in 2016. He has continued to elevate his profile in the firm with his superior project leadership. In his new role, he will be responsible for the simultaneous oversight of numerous projects, including the Manor at Miramar, a $78 million assignment with Related Group.

"I am honored that Current Builders has provided me with this career trajectory," said Schreiber. "I am looking forward to my new role within the firm and the continued opportunity to work on high profile projects such as Uptown Boca and Manor at Miramar."

About Current Builders:

Current Builders is an award-winning general contractor, established in 1972 with average annual revenues in excess of $250 million. Current Builders specializes in multi-family residential projects, healthcare facilities, office/warehouse buildings, commercial distribution facilities, parking garages, interior build-outs, interior and exterior renovations, all included as turnkey projects inclusive of the construction of the buildings and related site work.

Current Builders has announced Brett Schreiber's promotion to Vice President of Construction. Schreiber attained partner status in 2020, and this new promotion follows his successful management of the firm's largest construction project to-date, Uptown Boca. The mixed-use development was completed on-time, during the pandemic thanks to Schreiber's excellent management.

Related link: http://www.currentbuilders.com/

Seasoned Digital Leader Steve Phillips joins TAG CXO

PHOENIX, Ariz. /ScoopCloud/ -- Steve Phillips, a change-oriented global technology executive, has joined TAG CXO to offer interim and fractional executive CIO services available for on-demand engagement to mid-market operators.

Phillips has built a reputation as a people-first leader, building sustainable teams that deliver outstanding results. Hardware and software are relatively easy to come by, but people, Phillips says, are the real assets.

"It's the people that make all the difference," he says.

He has taken this approach to leading technology-focused companies and transformed their IT programs by developing and delivering digital capabilities that support new go-to-market models in ecommerce, services delivery, and reverse logistics, resulting in $100M's in new digital revenues.

Phillips' career includes leading companies through complex mergers and acquisitions, a process that requires knowledge and expertise from a tech perspective.

"Experience absolutely matters when it comes to successful M&A, to ensure mergers deliver on their stated benefits," Phillips says.

As executive vice president and CIO at a 100,000 employee BPO business, Phillips optimized margins by reducing IT expenses by $20 million, while simultaneously improving system service levels by 50% and introducing new technologies that drove material revenue growth.

"Steve is the quintessential experienced large company executive, with a warm countenance in conversation that conveys his sense of insight, confidence and personal humility. Naturally inquisitive, deeply learned, and well recognized within his profession, Steve is ready to bring his 'quick study' approach, and years of hindsight, to new advisory clients. And, we are thrilled to offer his tenure to TAG CXO clients!" said Paul Theisen, CEO and Founder.

Phillips, who is originally from the UK, received his undergrad degree and postgraduate diploma from the University of Essex and the University of West London, respectively. He was named a fellow at the UK Institute of Engineering and Technology and was the recipient of a fellowship focused on manufacturing management at Cranfield University.

To learn more visit: Steve Phillips -https://tagcxo.com/about/steve-phillips/

About TAG CXO:

Based in Phoenix, Arizona, TAG CXO is a privately held company, providing Interim and Fractional IT leadership executives, founded in 2019. The company maintains a distinguished reserve of industry-trained, enterprise-level executives, available on demand to mid-market CEOs. TAG CXO executives help to round out a firm's leadership team and close the IT talent gap with fully qualified expertise, offering a more affordable, lower-risk option than hiring full-time staff.

Learn more at: https://tagcxo.com/.

TAG CXO, 7000 N 16th Street, Suite 120-167, Phoenix, AZ 85020.

Steve Phillips, a change-oriented global technology executive, has joined TAG CXO to offer interim and fractional executive CIO services available for on-demand engagement to mid-market operators.

Related link: https://tagcxo.com/

ReverseVision Adds Two New Hires to Support Expansion of Functional Areas and Corporate Infrastructure

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal functions and prepping the company to scale.

"The need for reverse products is poised to surge over the next five years, and as such we're putting the necessary building blocks in place now in order to grow at a healthy rate and continue servicing our clients well," said Joe Langner, president and CEO at ReverseVision. "The addition of Eric and Andres will establish financial controls and an operational infrastructure that helps us efficiently acclimate new employees and effectively onboard clients as ReverseVision manages expansion efforts."

Eric Samuelson comes to ReverseVision with a background as a vice president and corporate controller working for multiple fast-moving and dynamic organizations spanning 25 years. He is known for his innovative, out of-the-box thinking that implements sound financial and accounting processes and procedures, which help run businesses efficiently, especially during growth modes.

Andres Ochoa joins ReverseVision's IT team in the capacity of systems administrator where he will manage development of the company's internal operational technology stack. Previously, he was an IT support specialist at San Diego Country Credit Union where he assisted the organization in navigating its technology needs through the height of the pandemic during social distancing and safety concerns. Before that, he worked on Endpoint Management systems, deploying and supporting a largescale enterprise network consisting of 18,000 corporate and point-of-sale endpoints for Jack in the Box and Qdoba. Andres is adept in all areas of internal systems and IT infrastructure management, which will be important in optimizing ReverseVision's expansion.

In addition to their extensive experience and skill sets, both Eric and Andres are natural leaders who add valuable insight and guidance to their functional teams. ReverseVision will continue adding staff, resources and infrastructure as it grows, which will be announced throughout 2022.

About ReverseVision:

Since 2007, ReverseVision (RV) has been the leading reverse mortgage technology provider, serving 50 of the top reverse mortgage lenders, 100 percent of reverse investors, and more than 10,000 daily users. RV's award-winning technology now offers new APIs (Reverse-as-a-Service) that opens the total addressable market, creating new technology synergies that allows forward and reverse mortgages to coexist in the lender's core systems, helping break down adoption barriers so that mortgage bankers can serve their borrowers for life.

ReverseVision's core platform, ReverseVision Exchange (RVX), is comprehensive and proven to automate the entire reverse lending process from origination through secondary marketing. The company's technology is being successfully leveraged as a springboard that helps lenders get into the reverse space easily and efficiently.

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

RELATED LINKS:

https://www.reversevision.com/apis-and-integrations/

https://www.reversevision.com/rvx/

ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal functions and prepping the company to scale.

Related link: https://www.reversevision.com/

Mid America Mortgage welcomes Dennis Loxton as national sales manager in its reverse mortgage division

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced it has hired Dennis Loxton as national sales manager in the company's reverse mortgage division. A veteran of the reverse mortgage industry, Loxton joins Mid America from Liberty Reverse Mortgage, where he ran the Eastern wholesale division as regional vice president. At Mid America, Loxton will be responsible for recruiting top-tier loan officers to join the company's reverse mortgage division.

"Mid America strives to provide loan products that serve all types of borrowers. Senior homeowners comprise a large majority of the market but are often overlooked when it comes to mortgage products that meet their unique needs," said Mid America Owner and CEO Jeff Bode. "Adding Dennis Loxton only deepens the bench strength and level of experience in reverse mortgages Mid America has cultivated in the reverse mortgage arena, and on behalf of the entire company, I'd like to welcome him to the Mid America family."

Loxton also served as regional sales director at American Advisors Group, where he provided personalized solutions and service to provide borrowers with the best financial outcomes in retirement. Prior to America Advisors Group, Loxton developed significant reverse mortgage experience through various positions at Liberty Home Equity Solutions, Success Mortgage Partners, First Century Bank, Sun West Mortgage Company and VirtualBank, where he built the industry's first suite of proprietary reverse mortgage products.

In addition to founding a continuing education school for attorneys, financial advisors and real estate agents in 2005, Loxton also launched and continues to distribute an email newsletter about the reverse mortgage industry for the financial services and mortgage industries. He has also held a Certified Financial Planner(r) (CFP) designation since 1999.

"Reverse mortgages are a great option for senior homeowners looking to leverage their home's equity in retirement, but not every lender is prepared to offer these highly complex and often misunderstood loan products," Loxton said. "Mid America understands how reverse mortgages can be used to meet the unique financial needs of senior homeowners and has equipped its loan officers with the necessary tools to meet their clients' needs across all stages of the homeownership lifecycle. I am thrilled to be joining such an innovative, forward-thinking company and look forward to expanding its footprint in reverse mortgages nationwide."

To learn more about joining Mid America's reverse mortgage team or to subscribe to Loxton's reverse mortgage newsletter, contact Loxton at Dennis.Loxton@midamericamortgage.com.

About Mid America Mortgage, Inc.

Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners and are also the nation's leading provider of Section 184 home loans for Native Americans. Learn more at https://www.midamericamortgage.com/.

In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, including its adoption of eClosings eNotes. Click n' Close is Mid America's ultra-secure, digital mortgage approval and closing process that gets home buyers from application to closing within two weeks. With just a few clicks at closing, Click n' Close puts keys in the home buyer's hand in 15 minutes or less. Apply online at https://www.midamericamortgage.com/click-n-close/#cnc.

Frequently named a top mortgage employer/workplace by industry trade magazines such as Mortgage Professional America, MReport, National Mortgage News and National Mortgage Professional, Mid America is looking for tech-savvy, service-oriented mortgage professionals to join our growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit https://www.midamericamortgage.com/careers/.

Mid America Mortgage, Inc. (Mid America) announced it has hired Dennis Loxton as national sales manager in the company's reverse mortgage division. A veteran of the reverse mortgage industry, Loxton joins Mid America from Liberty Reverse Mortgage, where he ran the Eastern wholesale division as regional vice president.

Related link: https://www.midamericamortgage.com/

Promontory MortgagePath Promotes Dean McCall into its C-Suite as Chief Information Officer

DANBURY, Conn. /ScoopCloud/ -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Dean McCall from managing director of development operations and data to chief information officer (CIO).

"Dean's industry experience in data management and information coupled with his five-year tenure at Promontory MortgagePath make him the perfect candidate for our CIO role," said Gene Ludwig, founder and CEO at Promontory MortgagePath. "He brings an executive-level engineering and information technology focus to the important CIO position. He will help us continue to grow and constantly improve upon our technology so we can exceed our clients' expectations."

As CIO, McCall will affect broad decision-making beyond technology and into strategic positioning, Promontory MortgagePath's client service model and other company initiatives. McCall's expertise in cloud infrastructure blueprints, data architecture and the mortgage industry has been instrumental to Promontory MortgagePath's growth and success. Prior to joining the organization in 2015, McCall worked in engineering, technology consultation and warehouse architecture with Oracle, Aurora Loan Services and Redwood Trust. McCall was also recognized by industry trade publication HousingWire in its 2021 Insiders awards program.

"Over the last year, Promontory MortgagePath has strategically aligned its internal structure to address and prepare for anticipated growth, from sales and fulfillment teams to management structures," said Debora Aydelotte, chief operating officer at Promontory MortgagePath. "As managing director of development operations and data, Dean played a critical role in the success of that realignment. We're all delighted to observe Dean's growth within the company and welcome him into this new position."

About Promontory MortgagePath LLC | NMLS ID 1532373

Promontory MortgagePath is a fast-growing team of passionate problem solvers on a mission to fundamentally change the way lenders approach their mortgage business. The company combines an intuitive, collaborative digital mortgage platform with modern, comprehensive fulfillment services, giving lenders the progressive technology and scalability required to profitably compete in today's rapidly changing residential mortgage market. Promontory MortgagePath's founder, former U.S. Comptroller of the Currency Gene Ludwig, is widely recognized as a visionary thinker on the critical issues confronting financial services, and his companies are renowned for helping community lenders resolve their most pressing challenges.

To learn more, visit https://www.mortgagepath.com.

Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Dean McCall from managing director of development operations and data to chief information officer (CIO).

Related link: https://www.mortgagepath.com/

Mid America Mortgage Hires Gary D. McKiddy as Chief Risk Officer

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has rejoined the organization in the role of Chief Risk Officer (CRO). McKiddy will leverage his nearly 40 years of experience in corporate financial management across multiple verticals, including mortgage banking, to help Mid America Mortgage manage risk and improve operations amidst the ongoing expansion of its product line.

"Our proprietary Rosebud Down Payment Assistance program and Power Buyer program, which enables homebuyers to purchase their new home before selling their existing home, have been tremendous drivers of growth for Mid America over the last year to 18 months. As such, we plan to continue adding these kinds of complex and creative products to address the challenges of today's home buying market," said Mid America Owner and CEO Jeff Bode. "Given his experience with our organization and wealth of industry knowledge, Gary McKiddy is the perfect addition to our executive team to help us mitigate risk as we expand our product lines. On behalf of the entire Mid America Mortgage team, I'd like to welcome him back into the fold and look forward to his contributions to our strategic plan for 2022 and beyond."

For the last 19 years, McKiddy has served as CFO at NTFN, Inc., where he was responsible for managing finance, accounting, compliance, servicing, quality control, human resources and IT departments. There, he negotiated and maintained $200 million warehouse line commitments with multiple financial institutions, reduced financial closing timelines by 50% and converted $10 million non-performing assets into cash.

Prior to McKiddy's tenure at NTFN, Inc., he held various financial roles at Ascent Energy, Inc., the pre-2003 iteration of Mid America Mortgage, Atlantic Richfield Co. and Arco Corporate. He is a certified public accountant (CPA) and has a Master of Business Administration from Oklahoma City University.

"While my title has been in the financial arena for many years and my responsibilities have not necessarily been traditional in nature, I have been charged with overseeing compliance, quality control and other mortgage operational areas throughout my career, which has well-positioned me for this wonderful opportunity to serve as Mid America's first Chief Risk Officer," McKiddy said. "I look forward to adding value to this already stellar organization from a risk and business management perspective and further enabling the company to continue serving homebuyers nationwide with innovative and competitive products and service."

About Mid America Mortgage, Inc.

Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners and are also the nation's leading provider of Section 184 home loans for Native Americans. Learn more at https://www.midamericamortgage.com/.

In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, including its adoption of eClosings eNotes. Click n' Close is Mid America's ultra-secure, digital mortgage approval and closing process that gets home buyers from application to closing within two weeks. With just a few clicks at closing, Click n' Close puts keys in the home buyer's hand in 15 minutes or less. Apply online at https://www.midamericamortgage.com/click-n-close/#cnc.

Frequently named a top mortgage employer/workplace by industry trade magazines such as Mortgage Professional America, MReport, National Mortgage News and National Mortgage Professional, Mid America is looking for tech-savvy, service-oriented mortgage professionals to join our growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit https://www.midamericamortgage.com/careers/.

Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has rejoined the organization in the role of Chief Risk Officer (CRO). McKiddy will leverage his nearly 40 years of experience in corporate financial management across multiple verticals, including mortgage banking, to help Mid America Mortgage manage risk and improve operations amidst the ongoing expansion of its product line.

Related link: https://www.midamericamortgage.com/

Crawford McInnis Named Chief Sales Officer – Appointment will Lead EPIC to Next Level of Sales Excellence

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.

In his new role as Chief Sales Officer, McInnis will be responsible for leading the national sales efforts of the organization and bringing new and innovative ideas to the forefront as the company continues to grow. He will work across the organization with the regional sales leaders, developing cross collaborative efforts, increasing visibility around EPIC's overall client experience and delivery of the services and resources that EPIC and the Galway enterprise companies, have to offer.

McInnis joined the firm in 2014 as a managing principal for EPIC as the company expanded into the Alabama market. He was joined by his two business partners, Brian Tanner and Wilson Long. Tanner will lead the Specialty Construction practice, as managing principal, going forward as McInnis moves into his expanded role. In past roles, McInnis was recognized as a top consultant making him a natural fit for the sales leadership role.

"We are excited about what the future holds as we take the next steps in our sales evolution with Crawford leading sales and focusing on organic growth," said Philip Moyles.

Crawford brings nearly 30 years of risk management and insurance knowledge to his role as Chief Sales Officer. After attending Louisiana State University, he earned a Bachelor of Business Administration degree in Risk Management and Insurance from University of Georgia. In addition, he has the designation of Associate in Risk Management (ARM).

"I am honored to be asked to take on this role to help EPIC achieve further organizational and sales excellence. I look forward to continuing our evolution as a sales culture," commented Crawford McInnis.

The EPIC organization, and its partner companies, continue to focus on building and growing talented people within the organization who are focused on the overall success of the company, while supporting the people who have a growth mindset working to create something great together, to build upon their overall EPICness.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://epicbrokers.com/

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.

Related link: https://www.epicbrokers.com/

ReverseVision Appoints Industry Veteran Bill Mitchell Chief Revenue Officer

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it has hired Bill Mitchell as chief revenue officer (CRO).

In this newly created position, Mr. Mitchell will oversee ReverseVision's sales, business development and marketing efforts as the company expands its footprint in the mortgage industry. ReverseVision has been the leading reverse mortgage technology provider since its founding in 2007, now servicing 50 of the top reverse mortgage lenders in its stable of clients, 100 percent of reverse investors, and more than 10,000 daily users.

"Bill is an experienced technology focused sales and marketing professional who holds a deep understanding of the mortgage industry and what it takes to grow fintechs," said Joe Langner, president and CEO at ReverseVision. "There is an enormous amount of opportunity on the horizon for lenders to leverage our technology to augment their revenue streams as the mortgage market tightens. The entire team at ReverseVision looks forward to Bill's leadership as we expand."

Mr. Mitchell is a revenue generating and company building mortgage technology executive who has held senior and executive management positions at established software firms, emerging fintech companies and also start-ups. He has a robust background in loan origination systems (LOS), digital mortgage technologies and industry-leading software platforms. Mr. Mitchell was instrumental in building the client bases for each company he was involved with, making significant contributions to expand their businesses.

"I am excited about the opportunity to help take ReverseVision to the next level," stated Mitchell. "The mortgage market is already shifting and ReverseVision is in an ideal position to help lenders sustain their business models by adding reverse products or growing existing lines. What's more, the ongoing development of ReverseVision's new APIs significantly expands the total addressable market for its solution, creating new technology synergies that allow forward and reverse mortgages to coexist within the lender's core LOS and POS, which helps alleviate adoption barriers."

About ReverseVision

Founded in 2007, ReverseVision, Inc. is the leading national Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology platform, supporting more reverse mortgage transactions than all other systems combined. The company's comprehensive product suite aligns to lenders' unique business and operational models, connecting all lending participants across the entire reverse mortgage lifecycle. A five-time HousingWire TECH100(tm) company, ReverseVision is a privately held company based in San Diego, California.

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

ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it has hired Bill Mitchell as chief revenue officer (CRO).

Related link: https://www.reversevision.com/

EnergyCAP Appoints Thomas R. Patterson, Jr. as Chief Executive Officer

BOALSBURG, Pa. /ScoopCloud/ -- EnergyCAP, LLC (ENC), the leading provider of data and analytics software for energy and utility bill management, today announced that Thomas R. Patterson, Jr. (Tom) has been named as Chief Executive Officer (CEO) of the company. Steve Heinz, who founded the company in 1982, will retire from his role as CEO but will continue in an advisory capacity as a member of the Board of Directors.

With over twenty-five years of leadership experience in the technology industry, Tom has a proven track record of delivering value within public and privately held technology companies. His contribution to value creation has been delivered by developing strategic direction, accelerating growth, and driving operational excellence in execution across all areas of the business, while complementing organic growth through strategic partnerships and acquisitions.

Mr. Heinz commented, "After partnering with Resurgens Technology Partners in March, we began our search for my successor who would transform EnergyCAP into a company with much greater global impact on energy management and carbon reduction. After months of searching, I couldn't be more thrilled to welcome Tom. His experience makes him the ideal leader to guide our company into this new era. Most importantly, his character makes him a great match for the team. We have a tremendous company with great team members and a market-leading platform and solutions. I've never been more excited about the future of EnergyCAP."

Prior to joining EnergyCAP, Tom served as COO & CFO at several SaaS and hybrid SaaS-based companies, culminating in multiple successful exits to both strategic and financial sponsors. His previous experiences include leadership roles at: SambaSafety, Digital Map Products, Kareo, Teletrac, Quest Software, and Citrix.

"I'm honored to be joining a great company like EnergyCAP at such an exciting time and inflection point in the industry and the company's journey," said Tom. "From corporate America to the public sector, energy efficiency and sustainability is a key imperative and will have a lasting impact on society. EnergyCAP is well-positioned to capitalize on these market dynamics and positively contribute to the future of energy efficiency. I'm thrilled to partner with Resurgens and lead EnergyCAP's next phase of evolution and growth."

About EnergyCAP:

EnergyCAP, LLC (ENC) has helped more than 10,000 energy managers in government, education, and commercial organizations derive value from their utility bills and energy data. Clients use our comprehensive EnergyCAP software-based solution to streamline utility bill processing and auditing, track energy and greenhouse gas data, process campus chargebacks, target reduction goals, benchmark facilities, submit to ENERGY STAR, measure and verify energy & cost savings, create budgets and forecasts, and much more.

Learn more: https://www.energycap.com/

EnergyCAP, LLC (ENC), the leading provider of data and analytics software for energy and utility bill management, today announced that Thomas R. Patterson, Jr. (Tom) has been named as Chief Executive Officer (CEO) of the company. Steve Heinz, who founded the company in 1982, will retire from his role as CEO but will continue in an advisory capacity as a member of the Board of Directors.

Related link: https://www.energycap.com/

Yvonne Robinson joins XG as their new VP of Operations

NEWPORT BEACH, Calif. /ScoopCloud/ -- California-based XG recently announced that Yvonne Robinson had joined XG as their new Vice President of Operations. Yvonne comes with 20+ years of Telecommunications experience. Her wide real estate and site development background bring to XG the subject-matter expertise in end-to-end site acquisition, leasing, zoning and construction processes.

"Her wealth of knowledge ensures all market conditions are achieved to lead the strategic implementation and deployment of the next generation of small cells and backup generators; leveraging the available spectrum assets and providing support for the 5G mmWave," said John Clarey, CEO of XG.

Before joining XG, Yvonne served as Manager for Development and Engineering for T-Mobile, and previously as Market Manager of Regional Site Development for Sprint. She has also held the Network Real Estate Project Manager role for Verizon.

Yvonne has a B.S. in Political Science, B.S. Legal Studies and a Masters in Business Administration. Her certifications include Masters in Management, California Real Estate license, and Six Sigma Green Belt.

About XG

XG is a premier provider of engineering, construction, and comprehensive wireless service strategies. We utilize skilled in-house site development and construction resources, while providing real-time updates. Our turnkey services ensure efficient and effective deployments tailored to meet local requirements, safety guidelines, and industry standards.

For more information, please visit https://www.xgcommunities.com/.

California-based XG recently announced that Yvonne Robinson had joined XG as their new Vice President of Operations. Before joining XG, Yvonne served as Manager for Development and Engineering for T-Mobile, and previously as Market Manager of Regional Site Development for Sprint.

Related link: https://www.xgcommunities.com/

Top Technology and Risk Management executive Ed Escobedo joins TAG CXO

PHOENIX, Ariz. /ScoopCloud/ -- Ed Escobedo has watched technology evolve and grow over the past 40 years. He has now joined TAG CXO as a seasoned executive who brings skills and experience as fractional CIO.

He's seen the growth of processing power, once stored in rows and rows of computers, now condensed into nanocomputing components, small enough to fit in a wristwatch.

Today, Escobedo brings his earned experience and knowledge to TAG CXO as a fractional executive, focusing on IT operational excellence, compliance and cybersecurity for mid-market companies.

Being on the ground floor of major technology companies has offered Escobedo a unique perspective. He's had the ability to grow right alongside technological advances and witness what works and what doesn't.

"It has been amazing to be a part of the evolution and innovation of technology and cybersecurity over the course of my career. I have been blessed with opportunities to work at some of the best companies in the world and have had a front row seat within an industry that is constantly re-inventing itself," Escobedo says.

Escobedo, who grew up in California, was introduced to technology field in the military, when he joined the United States Air Force in 1979. After spending some time in Washington, D.C., Escobedo made his way to Arizona in the early 90s and was a technology and cybersecurity executive of several global corporations, such as PayPal, DHL and the Apollo Group.

Escobedo's numerous successes come from his ability to analyze operations and processes and introduce strategic and pragmatic solutions. His keen eye for improving critical business systems and enhancing security has resulted in the success and growth of many large-scale operations.

At TAG CXO, Escobedo is looking forward to supporting mid-market companies with that same tenacity.

"Ed's executive presence and affable demeanor are second only to his professional accomplishments as a technology executive. He is a former large company top-level exec who has the business acumen to comprehend the situational context, the knowledge to diagnose the need, and the leadership acumen to build structures that deliver to the bottom-line; exactly what mid-market operators are looking for," said Paul Theisen, founder of TAG CXO. "And, he brings combined CIO/CISO skills, delivering more value to clients more efficiently in today's hyper-secure environment."

To learn more visit: https://tagcxo.com/services

About TAG CXO:

Based in Phoenix, Arizona, TAG CXO is a privately held company, providing Interim and Fractional IT leadership executives, founded in 2019. The company maintains a distinguished reserve of industry-trained, enterprise-level executives, available on demand to mid-market CEOs. TAG CXO executives help to round out a firm's leadership team and close the IT talent gap with fully qualified expertise, offering a more affordable, lower-risk option than hiring full-time staff. Learn more at: https://tagcxo.com/.

TAG CXO, 7000 N 16th Street, Suite 120-167, Phoenix, AZ 85020.

Ed Escobedo has watched technology evolve and grow over the past 40 years. He has now joined TAG CXO as a seasoned executive who brings skills and experience as fractional CIO.

Related link: https://tagcxo.com/

AMI Expeditionary Healthcare appoints new President, (retired) Admiral Scott Giberson

RESTON, Va. /ScoopCloud/ -- AMI Expeditionary Healthcare (AMI) appoints new President, (retired) Rear Admiral Scott Giberson, a uniquely experienced public health leader, former Assistant U.S. Surgeon General, acting Deputy Surgeon General (2013-2014) and two-star Admiral with the Commissioned Corps of the U.S. Public Health Service.

"ADM Giberson joined AMI earlier this year as an Executive, and we are thrilled to have him in his new role as President," shares Dr. Andrew Walker, Chairman, CEO and Founder.

During his 27 years of active duty, Admiral Giberson served in leadership positions across multiple U.S. Departments. Giberson has led global health implementation programs across the Asia-Pacific and Africa. He is a pharmacist and clinician by training and worked with the Indian Health Service for over a decade early in his career. He has a Masters Degree in Public Health, multiple honorary Doctoral degrees and is a Wharton School Executive Leadership Fellow.

Giberson is a leading expert in his varied fields of study. He has been published, a keynote speaker in dozens of domestic and international venues, as well as on TV and radio affiliates such as ABC, MSNBC and CNN.

In 2014, he was awarded the Presidential Unit Citation in the Oval Office from (then) President Obama for the Corps' leadership in Ebola Response. In 2018, the Military Officers Association of America selected him as one of the "Top 100 Veterans in the Last 100 Years You Need to Know."

About AMI:

Physician-owned and physician-led, AMI Expeditionary Healthcare provides medical services to the private sector, government agencies, international aid organizations and humanitarian concerns in a wide range of remote and challenging environments. AMI has delivered countless healthcare solutions to over 140 clinical and hospital settings on four continents. 

Contact

If you would like to learn more about AMI and its services, please visit http://ami.health/. Email info@ami.health Phone 571-375-8366

AMI Expeditionary Healthcare (AMI) appoints new President, (retired) Rear Admiral Scott Giberson, a uniquely experienced public health leader, former Assistant U.S. Surgeon General, acting Deputy Surgeon General (2013-2014) and two-star Admiral with the Commissioned Corps of the U.S. Public Health Service.

Related link: https://ami.health/

Current Builders Appoints Tara Philipp as Director of Human Resources

POMPANO BEACH, Fla. /ScoopCloud/ -- Current Builders ( https://www.currentbuilders.com/ ) is pleased to announce the appointment of Tara Philipp as the firm's new Director of Human Resources. Philipp is a seasoned veteran with over a decade of relevant experience in the construction industry, specializing in human resource management and direction. The award-winning general contractor has multiple projects on both coasts of Florida, with offices in Pompano Beach and Sarasota.

"We are delighted to add Tara to our team," said Michael C. Taylor, CEO. "With the demand for multifamily housing and mixed-used projects rapidly increasing throughout Florida, it is more important than ever to retain and attract the best employees. Having a strong human resources department is critical to achieving that goal."

A graduate of Florida Atlantic University, Philipp has a Bachelor of Science in Health Administration. Her responsibilities at Current Builders include talent planning, employee engagement and HR related compliance and employee benefits. In December 2021, she will sit for the Senior Professional in Human Resources (SPHR) exam.

"Current Builders is one of the most prominent construction firms in the state, and I look forward to expanding our team with additional dedicated construction professionals," said Philipp, who will be attending career fairs and professional development associations to meet prospective new employees.

Current Builders is an award-winning general contractor, established in 1972 with average annual revenues of $250 million. Current Builders specializes in multi-family residential projects, retail facilities, office/warehouse buildings, commercial distribution facilities, parking garages, interior build-outs, interior and exterior renovations, all included as turnkey projects inclusive of the construction of the buildings and related site work.

Current Builders is pleased to announce the appointment of Tara Philipp as the firm's new Director of Human Resources. Philipp is a seasoned veteran with over a decade of relevant experience in the construction industry, specializing in human resource management and direction.

Related link: http://www.currentbuilders.com/

Current Builders Promotes Amanda Bilyeu to Senior Estimator

POMPANO BEACH, Fla. /ScoopCloud/ -- Current Builders ( https://www.currentbuilders.com/ ) is pleased to announce the promotion of Amanda Bilyeu from estimator to senior estimator in the firm's preconstruction and estimating department. The award-winning general contractor has multiple projects on both coasts of Florida, with offices in Pompano Beach and Sarasota.

"Amanda has been an integral part of our team since joining Current Builders in 2017," said Eric Herlihy, Executive Vice President Preconstruction. "During her years with the firm, she has displayed excellent analysis and cost management skills, along with a very professional demeanor when working with her colleagues and all of our subcontractors. We are delighted to promote her to the next level."

A graduate of the University of North Texas, Amanda received a Bachelor of Science in Construction Engineering Technology in 2017.

"Current Builders was my first job out of college, I am honored to be able to advance my career with this team," said Bilyeu. "I look forward to my next responsibilities and to playing an essential role in the success of the company."

Current Builders is an award-winning general contractor, established in 1972 with average annual revenues of $250 million. Current Builders specializes in multi-family residential projects, retail facilities, office/warehouse buildings, commercial distribution facilities, parking garages, interior build-outs, interior and exterior renovations, all included as turnkey projects inclusive of the construction of the buildings and related site work.

Current Builders is pleased to announce the promotion of Amanda Bilyeu from estimator to senior estimator in the firm's preconstruction and estimating department. The award-winning general contractor has multiple projects on both coasts of Florida, with offices in Pompano Beach and Sarasota.

Related link: http://www.currentbuilders.com/

Certa Attracts More Top Talent, Marc Goldberg Departs Dun & Bradstreet to Head Customer Experience

SARATOGA, Calif. /ScoopCloud/ -- Certa, the leading third-party risk management platform, today announced the hiring of Marc Goldberg as Chief Customer Experience Officer. Formerly Chief Procurement Office and VP of Financial Shared Services at Dun & Bradstreet, Goldberg brings a decade of experience in Supply Chain and Vendor management to his new role.

"As a former Certa client, I've seen first-hand the potential of this product and its ability to fill a crucial gap in the market," stated Goldberg. "I'm looking forward to using my industry-specific learnings to further improve the customer experience. I believe passionately in our ability to disrupt the ESG space and how important that will be for the future of the supply chain."

As part of his new role, Goldberg will work to evaluate and improve on the entire customer experience at Certa, from acquisition to retention, helping to educate current customers on expanded use cases and provide new customers the tools they need to utilize the platform to its full potential. Customer experience has been a longstanding area of focus for Certa, who has a 100% retention rate across all accounts. The hiring of Goldberg marks an even larger investment into this critical business component.

Jagmeet Lamba, Certa founder, said: "Marc brings valuable experience in the ESG and TPRM space but most importantly, he's evaluated our customer experience from an external perspective and will have great insight into how we can make it even better. Our customers are the number one priority for our company and we're excited to have a seasoned executive manning such a crucial role."

In addition to family and work, Marc is passionate about raising funds and awareness for Pediatric Cancer. The first Wish he granted for Make-A-Wish was for Kate Rhoades, a young girl suffering with leukemia. After Kate passed, Marc vowed to carry on her mission and continues to serve on the board of Kate's Cause.

About Certa:

Certa is the fastest growing supplier management platform. Founded in 2015, Certa makes third-party risk management fast, easy, and modern. Using 80+ no-code integrations with trusted data sources, Certa helps companies onboard third-parties 3x faster while mitigating risk and improving compliance controls. Certa's clients include several Fortune 50 retailers and a Top 3 consulting firm. Certa is headquartered in the San Francisco Bay Area.

For more information or to schedule a demo visit https://www.getcerta.com/.

Certa, the leading third-party risk management platform, today announced the hiring of Marc Goldberg as Chief Customer Experience Officer. Formerly Chief Procurement Office and VP of Financial Shared Services at Dun & Bradstreet, Goldberg brings a decade of experience in Supply Chain and Vendor management to his new role.

Related link: https://www.getcerta.com/

CB Structures Promotes Mucahit ‘Mujo’ Aksu to Director of Preconstruction

POMPANO BEACH, Fla. /ScoopCloud/ -- CB Structures has announced the promotion of Mucahit "Mujo" Aksu as the new Director of Preconstruction. The firm has a diverse portfolio of clients on both coasts of Florida, and specializes in tunnel form, conventional and wood frame projects.

"We are delighted to recognize Mujo's talent and dedication to the company," said Mike Gillette, Vice President of CB Structures. "He began with us in 2014 as a Tunnel Formwork Consultant and continues to impress us with his technical expertise, excellent management skills, and all aspects of directing the estimation process."

In his new position, Aksu will perform final estimates and preconstruction for all CB Structures' projects and will also continue in his role as a Tunnel Form Designer.

Since graduating from North Lake College in Dallas, Texas, Aksu has garnered two decades of relevant experience with leading construction and concrete firms in both the United States and Turkey.

"I am looking forward to my new role within the firm," said Aksu. "CB Structures is an outstanding company that is playing a significant role in Florida's construction boom. This is an exciting time to be in this field, and I am grateful for the opportunity."

About CB Structures:

CB Structures is a recognized leader in the shell construction industry with an extensive portfolio of tunnel form, conventional and wood frame projects. Established in 2003, the firm averages more than $60 million in annual revenue and specializes in multi-family residential, mixed-use developments and parking structure projects throughout Florida.

MEDIA CONTACT:
Kay Renz
Kay@KRPRmediagroup.com

CB Structures has announced the promotion of Mucahit "Mujo" Aksu as the new Director of Preconstruction. The firm has a diverse portfolio of clients on both coasts of Florida, and specializes in tunnel form, conventional and wood frame projects.

Related link: http://www.currentbuilders.com/

Dawn Taylor, former President of Centricity, has joined After, Inc. as Chief Revenue Officer

NORWALK, Conn. /ScoopCloud/ -- After, Inc., the global leader in Warranty Services since 2005, just announced that Dawn Taylor will be joining the company as Chief Revenue Officer. Dawn brings more than 27 years of warranty and service contract experience, serving as President of Centricity for the last 9 years. Her background and experience will be instrumental in leading the expansion of After, Inc.'s Warranty Services business, and its newly launched QuickSuite Platform.

"I have had the pleasure of working with the After, Inc. team for many years and have been an admirer of their innovative products," said Dawn. "I am looking forward to joining a great team and continuing to grow and expand our offerings in the market."

In 2016, Dawn was named a Finalist for the Tampa Bay Business Journal's "Businesswoman of the Year" Award. She's also won a Bronze Stevie Award for "Female Executive of the Year in Consumer Services" and in 2019 was recognized as one of Dealerscope's most Powerful Women in Consumer Technology.

"I couldn't be more thrilled that Dawn agreed to join After, Inc. at this stage of our development," said Nate Baldwin, CEO of After, Inc. "Not only does Dawn know the warranty and service contract market inside and out, but her business acumen will help us drive new subscribers for our new QuickSuite(r) portfolio of products."

About After, Inc.

After, Inc. (afterinc.com) is a pioneer in the Warranty Services industry. Since 2005, After, Inc. has been partnering with some of the world's top brands to help transform their warranty businesses, driving customer satisfaction post-purchase, higher product reliability, deeper brand equity and additional revenue and profit opportunities. After just recently launched its SaaS platform, QuickSuite, with a portfolio of products to help manufacturers, retailers, and ecommerce sellers build deeper relationships with their customers and drive customer satisfaction, loyalty, and lifetime revenue after the point of sale.

Headquartered in Norwalk, Conn. and with offices in New York City, After, Inc. is part of Galway Holdings Group, a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

Learn more at: https://www.afterinc.com/

After, Inc., the global leader in Warranty Services since 2005, just announced that Dawn Taylor will be joining the company as Chief Revenue Officer. Dawn brings more than 27 years of warranty and service contract experience, serving as President of Centricity for the last 9 years. Her background and experience will be instrumental in leading the expansion of After, Inc.'s Warranty Services business, and its newly launched QuickSuite Platform.

Related link: http://afterinc.com/

E-commerce AI Leader Fanplayr Announces Strategic Appointments to Support Growth in US and APAC

PALO ALTO, Calif. /ScoopCloud/ -- Fanplayr, a leader in SaaS and online behavioral personalization, announced the hiring of Jack Hallahan as Vice President of Sales for the U.S.; David Ticconi as Managing Director for Australia and New Zealand; and promoted Mariano Tripiciano to Managing Director of the Americas.

Jack Hallahan is an expert in data driven marketing having brokered global strategic agreements in Ad Tech, SaaS Software, and Digital Media for several decades. He has held previous leadership positions at Thunder (acquired by Walmart) as Head of Partnerships and Revenue and at Celtra as Senior V.P. of Partnerships.

David Ticconi joins Fanplayr as Managing Director for Australia and New Zealand with significant experience in mobile marketing platforms as previous Managing Director at Airship and V.P. of Sales - Australia at AdColony.

Mariano Tripiciano has been promoted to Managing Director of the Americas to include the U.S. He has been with Fanplayr since 2013, where he previously held roles as V.P. of the European region, helping to establish and expand the company in Europe, and Managing Director of Latin America.

"As Fanplayr continues to grow in global representation and product breadth, it's critical to invest in highly talented and experienced individuals who can enhance and develop the vision through sales leadership and operations best practices," says Simon Yencken, Co-founder and CEO of Fanplayr. "Jack, David and Mariano all bring a wealth of knowledge about personalization, AI and Segmentation as a Service. In addition, their experience with global partnerships will be pivotal in Fanplayr's development of global sales and in exceeding current customers' expectations."

In September, Fanplayr launched PrivacyID, its solution to the demise of cookies, and it currently holds a U.S. patent for Segmentation as a Service.

About Fanplayr

Fanplayr is a global leader in e-commerce behavioral data, using machine learning and AI to enable businesses to increase conversion rates and revenue, collect more leads, and retarget visitors with personalized recommendations during and after the shopping experience. Fanplayr is headquartered in Palo Alto, California with offices in New York, Buenos Aires, Brazil, Mexico, Milan, London, Manchester, Paris, Stockholm, Hamburg, Melbourne and Tokyo.

Learn more at: https://fanplayr.com/

Fanplayr, a leader in SaaS and online behavioral personalization, announced the hiring of Jack Hallahan as Vice President of Sales for the U.S.; David Ticconi as Managing Director for Australia and New Zealand; and promoted Mariano Tripiciano to Managing Director of the Americas.

Related link: https://www.fanplayr.com/

Depth Public Relations promotes Johnna Szegda and Jenny Moss to client services director

ATLANTA, Ga. /ScoopCloud/ -- Depth Public Relations, Inc. (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech), today announced its promotion of two key staff members in time to celebrate at the Mortgage Bankers Association's Annual Convention & Expo 2021 in San Diego.

Promoted to client services director are Johnna Szegda and Jenny Moss, who both joined the firm in 2018 as client service managers and immediately assumed integral roles in the delivery of client-facing services including writing and content creation, industry media and grassroot relations and frontline client relationship management. In their elevated roles, Szegda and Moss are responsible for delivering deep strategic guidance and broader industry relations for their client relationships as well as supporting broader agency growth initiatives.

"Just to be clear, promoting both Johnna and Jenny is not the result of DepthPR's growth," said firm Founder and President Kerri S. Milam. "Rather, our firm is growing because Johnna and Jenny have put their shoulders and minds to the wheel in serving our clients, putting into practice our fundamental principles of strategic planning, project management, superior writing and content development and end-of-the-day accountability. That is why we have promoted them."

Szegda joined DepthPR in Q1 2018 following an initial six-month contract engagement with the firm. Previously, she served as program and operations coordinator for a not-for-profit focused on building women's political power and civic engagement. She served as a supplemental instructor for introductory philosophy courses as she earned her bachelor's degree in English at Georgia State University.

Moss joined DepthPR in Q4 2018 after serving as a marketing and communications specialist with a metro-Atlanta mortgage banking firm and as assistant director of media relations at Mercer University in Macon, Georgia. Moss holds a master's degree in sports management and policy and a bachelor's degree in public relations, both from The University of Georgia in Athens, Georgia.

"It has been a great pleasure working alongside Johnna and Jenny for the last three-plus years," said DepthPR Vice President of Client Services Leslie Colley. "These are women who put their shrewd minds and sharp pencils to work every day to create the best possible outcomes for our clients. They are also fabulously unique individuals who have contributed significantly to the culture of our growing agency. Their promotion is well deserved."

"I have had the privilege of watching Jenny and Johnna mature into zealous client advocates and astute PR practitioners," said DepthPR Vice President of Client Services Lindsey Neal.

"Their tenacity, creativity and attention to detail have played no small role in ensuring the success of our clients' initiatives and cementing DepthPR's reputation for excellence in the mortgage fintech industry. Quite simply, we would not be the agency we are today without them."

About DepthPR:

Depth Public Relations (DepthPR) is a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending and residential finance industries. Since 2006, the firm has represented a clientele of established and emerging brands serving mortgage lenders, real estate professionals and appraisers. DepthPR is committed to serving the cause of digital innovation and to practicing the pay-it-forward principle alongside The Golden Rule. DepthPR is a member and supporter of the Mortgage Bankers Association, Housing Finance Strategies and The Mortgage Collaborative. For more information, visit https://www.depthpr.com/.

Depth Public Relations, Inc. (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech), today announced its promotion of two key staff members in time to celebrate at the Mortgage Bankers Association's Annual Convention & Expo 2021 in San Diego.

Related link: https://www.DepthPR.com/

MCT Deepens MSR Expertise with Hire of Azad Rafat

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Azad Rafat has joined the company as the new Senior Director of MSR Services. Mr. Rafat will leverage his hands-on experience designing, building and managing mortgage servicing products to help MCT clients achieve their mortgage servicing goals. The hiring of Mr. Rafat ensures MCT continues to meet the increased demand of their MSR products and services.

"Azad is a powerful addition to the fantastic team we've built in MSR. His knowledge base and experience plug right in to our industry leading valuation platform," said Tom Farmer, Managing Director of Sales and Business Development. "He shares the MCT DNA with a passion for innovation and customer service."

This expertise comes at a perfect time for MCT clients. As MSR pricing continues to improve and the need for bulk MSR sales increases, Mr. Rafat's industry expertise can help ensure clients receive the best price for their bulk MSR sales. He will also be able to help clients make important MSR decisions regarding their MSR portfolios.

Mr. Rafat brings to MCT over 30 years of experience in the mortgage industry. He has over 20 years extensive experience in all aspects of mortgage servicing rights valuations, analytics, and risk management of small to some of the largest servicing portfolios. He also spent about 10 years in mortgage servicing acquisitions and sales operations, managing mortgage servicing platforms, and mortgage servicing operations and finance.

"I am honored and excited to work side by side with such talented and innovative group of people," said Azad Rafat. "I look forward to contribute to MCT's continuous growth and success."

About MCT:

Founded in 2001, Mortgage Capital Trading, Inc. (MCT) has grown from a boutique mortgage pipeline hedging firm into the industry's leading provider of fully integrated capital markets services and technology. MCT offers an array of best-in-class services and software covering mortgage pipeline hedging, best execution loan sales, outsourced lock desk solutions, MSR portfolio valuations, business intelligence analytics, mark to market services, and an award-winning comprehensive capital markets software platform called MCTlive! MCT supports independent mortgage bankers, depositories, credit unions, warehouse lenders, and correspondent investors of all sizes.

Headquartered in San Diego, California, MCT also has offices in Philadelphia, Herldsburg, and San Antonio. MCT is well known for its team of capital markets experts and senior traders who continue to provide the boutique-style hands-on engagement clients love.

For more information, visit https://mct-trading.com/ or call (619) 543-5111.

RELATED LINKS:

https://mct-trading.com/about/team/azad-rafat/

Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Azad Rafat has joined the company as the new Senior Director of MSR Services.

Related link: https://mct-trading.com/

LBA Ware welcomes mortgage compliance expert Lyndal McLaughlin to CompenSafe implementation team

MACON, Ga. /ScoopCloud/ -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that mortgage industry expert Lyndal McLaughlin has joined its team as a software implementation consultant. In this role, McLaughlin will train and assist lenders as they implement LBA Ware's incentive compensation management (ICM) platform CompenSafe™ to its full capabilities, giving them unrivaled control over their variable compensation plans and processes.

McLaughlin has over 30 years experience in the mortgage industry, first launching her career as a receptionist at a mortgage lender. McLaughlin went on to gain experience in loan origination, processing, underwriting, closing and operations, making her an exceptionally well-rounded player in her field. Most recently McLaughlin served as a compliance product implementation manager for lending compliance risk software company QuestSoft.

"Lyndal possesses an impressive breadth of practical knowledge of the mortgage industry and enthusiasm for supporting clients as they roll out new software," said LBA Ware Founder and CEO Lori Brewer. "Her expertise makes Lyndal a valuable addition to the LBA Ware team. I know she will be an asset to our clients as they seek to maximize the benefits they receive from CompenSafe."

As a software implementation consultant McLaughlin will train LBA Ware clients to use CompenSafe to create more efficient compensation plan management processes, monitor those plans, centralize plan data and effectively communicate the calculation of commissions and bonuses to incentive-eligible employees, giving them full transparency into their pay.

"Given the extremely wide variety of compensation plans that mortgage companies oversee, managing payroll can be a real hassle," said McLaughlin. "That's why I'm thrilled to be working with LBA Ware, a company that offers clients a flexible, automated solution for managing incentive compensation."

About LBA Ware™:

LBA Ware is a leading provider of cloud-based software for mortgage lenders. Since 2008, LBA Ware has been on a mission to help mortgage companies reach new heights with software that integrates data, incentivizes performance and inspires results. Today, more than 100 lenders of all sizes, including some of the nation's top producing mortgage companies, use LBA Ware's award-winning technology to enhance lender experiences and maximize the human potential within their organizations. A 2021 Inc. 5000 fastest-growing private company, LBA Ware is headquartered in Macon, Georgia. For more information, visit https://www.lbaware.com/.

Twitter: @LBAWare #mortgagelending #mortgagetrends #mortgageindustry

LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that mortgage industry expert Lyndal McLaughlin has joined its team as a software implementation consultant.

Related link: https://go.lbaware.com/

Promontory MortgagePath Promotes Bryan DeShasier to Chief Administrative Officer, Adds Helen Placente as Managing Director of National Credit Operations

DANBURY, Conn. /ScoopCloud/ -- Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced two key staffing changes expanding the strength of its executive team. Bryan DeShasier has been promoted to Chief Administrative Officer (CAO), and Helen Placente has been hired as Managing Director of National Credit Operations.

"Bryan's promotion and the addition of Helen signify our need to expand our top talent to fuel our growth," said Promontory MortgagePath Founder and CEO Gene Ludwig. "Bryan has been an exceptional team member, and Helen's deep expertise and success in mortgage banking are just the right combination to help our clients continue to grow and expand market share. On behalf of our entire team, I want to congratulate Bryan on this well-deserved promotion and welcome Helen to Promontory MortgagePath."

Prior to his promotion, DeShasier was Managing Director of Product and Process. In addition to his work on the company's point-of-sale (POS) technology, Borrower Wallet(r), he was instrumental to the development and launch of Transform, Promontory MortgagePath's latest service delivery model combining licensed loan coordinators, POS technology and fulfillment services to offer a complete mortgage operations platform from application to close. DeShasier played a key role in launching Promontory MortgagePath's initiative to support community development financial institutions' (CDFIs) and minority depository institutions' (MDIs) efforts to expand access to credit and homeownership in underserved communities. Since then, he has helped onboard the program's first two participants.

Placente has more than 25 years of experience in the mortgage banking industry. Most recently, she served as Senior Vice President of Servicing Management at Freedom Mortgage Corporation, where she was called upon to launch the company's servicing outreach program to assist borrowers affected by the COVID-19 pandemic, as well as those experiencing non-pandemic-related financial hardships. Placente also served as Vice President of Wholesale at Mr. Cooper, where she monitored underwriting processes and was the business lead for pre- and post-funding in the quality control department. She has also held executive-level positions in mortgage servicing and originations, non-retail lending, quality assurance and risk management for Caliber Home Loans, TIAA Bank (formerly EverBank) and Aurora Bank.

"Having worked closely with both Bryan and Helen in the past, I am thrilled to have them on our executive team," said Debora Aydelotte, Chief Operating Officer at Promontory MortgagePath. "Their talent, drive and resourcefulness are tremendous assets to Promontory MortgagePath as we deliver the digital mortgage tools and operational support community lenders need to profitably compete in the current mortgage market."

To learn more or find opportunities at Promontory MortgagePath, visit https://www.mortgagepath.com/careers.

About Promontory MortgagePath LLC | NMLS ID 1532373

Promontory MortgagePath is a fast-growing team of passionate problem solvers on a mission to fundamentally change the way lenders approach their mortgage business. The company combines an intuitive, collaborative digital mortgage platform with modern, comprehensive fulfillment services, giving lenders the progressive technology and scalability required to profitably compete in today's rapidly changing residential mortgage market. Promontory MortgagePath's founder, former U.S. Comptroller of the Currency Gene Ludwig, is widely recognized as a visionary thinker on the critical issues confronting financial services, and his companies are renowned for helping community lenders resolve their most pressing challenges. To learn more, visit https://www.mortgagepath.com.

Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced two key staffing changes expanding the strength of its executive team. Bryan DeShasier has been promoted to Chief Administrative Officer (CAO), and Helen Placente has been hired as Managing Director of National Credit Operations.

Related link: https://www.mortgagepath.com/

Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor. Ms. Gelper will be responsible for managing client relationships and advising high-net-worth and institutional clients on a range of wealth, planning, and investment management issues.

Most recently, Ms. Gelper was with HSBC in the Private Bank as Head of US Collaboration, where she spearheaded cross-divisional business development efforts in the US. While there, Ms. Gelper also built an initiative dedicated to serving women's unique wealth management needs. In a prior position at Bank of America Merrill Lynch, Ms. Gelper was responsible for delivering private wealth management services to corporate and investment banking clients.

Ms. Gelper held other positions at Citigroup Private Bank and Goldman Sachs Private Wealth Management, where she provided comprehensive estate and philanthropic services to meet the complex needs of high-net-worth individuals and families. Ms. Gelper began her career as an attorney in the Trust and Estates group at Fried, Frank. Ms. Gelper earned a B.S. in Economics Cum Laude, from The Wharton School of University of Pennsylvania and a J.D., Cum Laude, from the Benjamin N. Cardozo School of Law at Yeshiva University, where she was an Editor of the Cardozo Law Review.

"Alyssa's dedication to meet and exceed client objectives, combined with her extensive experience in wealth and investment management will enhance our ability to serve our clients' needs," said Susan H. Curry, Chief Operating Officer and Senior Vice President at KF Advisors. "We are excited to incorporate Alyssa's expertise into our customized offering for clients."

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

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Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.

Related link: http://www.klingenstein.com

Leading Colorado Lead, Mold, and Asbestos Removal Company, Asbestos Abatement, Inc., welcomes new Co-Owner, Jesse Mount

LAKEWOOD, Colo. /ScoopCloud/ -- In a time of pandemics, hurricanes, and other bad news, Asbestos Abatement, Inc. is happy to announce the new co-ownership of the company, by Jesse Mount. The company has been rapidly expanding its services throughout Colorado, and has been very active during the recent years, helping both residential and commercial clients alike with Lead, Mold, and Asbestos Removal.

Project Manager Jesse Mount joins Joel and Jen Egelman, owners and founders, in operating Asbestos Abatement, Inc. and has helped to grow the company to become one of the top 5 asbestos removal contractors in Colorado. With AHERA certification and over 50 years combined experience, the company offers full services of lead remediation, mold removal, and asbestos abasement to Colorado resident and businesses alike.

Jesse Mount has been working in the abatement industry since 2004, and got his start renovating and removing asbestos and lead paint from the barracks of Fort Lewis military base, outside of Tacoma, Washington. He and his new wife relocated to Colorado to work in the growing field of remediation. He started as a worker, worked his way up to Supervisor, then to Project Manager, and now has become a co-owner in the rapidly growing business. He and his wife are happy to reside in Colorado, and have 2 children.

About Asbestos Abatement, Inc.

Asbestos Abatement, Inc. is one of the top 5 asbestos removal contractors in Colorado, and has a long list of satisfied clients, including Wal-Mart, military and federal facilities, restaurants, shopping strips, apartment complexes, and numerous residential clients. Founded by Joel Egelman, the company's technicians are AHERA certified, and have over 50 years combined experience with asbestos removal. Asbestos Abatement, Inc. offers both residential and commercial asbestos abatement services, and is a very active member of the Denver Community.

To Learn More about Asbestos Abatement, Inc., visit the company website - http://www.asbestosfree.com/, email them at bids@asbestosfree.com, or call 303-794-4450.

In a time of pandemics, hurricanes, and other bad news, Asbestos Abatement, Inc. is happy to announce the new co-ownership of the company, by Jesse Mount. The company has been rapidly expanding its services throughout Colorado, and has been very active during the recent years, helping both residential and commercial clients alike with Lead, Mold, and Asbestos Removal.

Related link: https://abateproco.com/

Mid America Mortgage Adds Pete Jackson as Divisional Director for Wholesale/Non-Delegated Correspondent Channel, Tim Frohock as Regional Director

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today that Pete Jackson has joined the company as a divisional director and Tim Frohock as a regional director. With more than 30 years of wholesale and correspondent lending experience, Jackson and Frohock will play a critical role in the continued growth and success of Mid America's wholesale/non-delegated correspondent lending channel.

"Pete and Tim's unique backgrounds and expertise in agency and government lending have been an ideal cultural fit for Mid America, as we continue to cater uniquely to the home financing needs of everyday Americans including veterans, FHA borrowers and those in rural America," said Mid America's Executive Director of TPO Lending Adam Rieke. "By combining these specialized government lending products with our One Time Close product, MAM is ideally positioned to attack the national housing shortage and continue to provide affordable financing options even in the new construction space."

Rieke, Jackson and Frohock have a long history of working together. All three started their mortgage banking careers together at Carl I. Brown and Company/First Tennessee Bank and remained there for 10 years, becoming regional vice presidents managing Operations and Sales. Later, when Jackson was managing a divisional office for Bank of America, Frohock recruited him to join SunTrust Bank as a regional wholesale vice president and help build a fulfillment center in Overland Park, Kansas. After successfully managing Production and Operations centers for SunTrust Bank for many years, Jackson and Frohock continued to work in the Wholesale/Non-Delegated space, as did Rieke, but all three worked for competing organizations. Most recently, Jackson recruited Frohock to join him and Rieke at Mid America Mortgage and build a Western Regional office in Phoenix.

"As a pioneer and innovator in the digital mortgage space, Mid America continues to provide secure and convenient remote digital closing options, which have become critical over the past year for closing continuity amid the COVID lockdown," said Mid America Owner and CEO Jeff Bode. "Our continued commitment to technology coupled with our industry-leading turn times make Mid America an ideal landing spot for tech-savvy, growth-minded account executives, a fact bolstered by the top workplace honors we've received from numerous industry trade magazines."

Mid America is actively seeking account executives in every market across the United States. To learn more about opportunities in Mid America's wholesale division, contact Pete Jackson at: pete.jackson@midamericamortgage.com

About Mid America Mortgage, Inc.

Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners and are also the nation's leading provider of Section 184 home loans for Native Americans. Learn more at https://www.midamericamortgage.com/.

In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, including its adoption of eClosings eNotes. Click n' Close is Mid America's ultra-secure, digital mortgage approval and closing process that gets home buyers from application to closing within two weeks. With just a few clicks at closing, Click n' Close puts keys in the home buyer's hand in 15 minutes or less. Apply online at https://www.midamericamortgage.com/click-n-close/#cnc.

Frequently named a top mortgage employer/workplace by industry trade magazines such as Mortgage Professional America, MReport, National Mortgage News and National Mortgage Professional, Mid America is looking for tech-savvy, service-oriented mortgage professionals to join our growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit https://www.midamericamortgage.com/careers/.

Twitter: @midamericamtge

Mid America Mortgage, Inc. (Mid America) announced today that Pete Jackson has joined the company as a divisional director and Tim Frohock as a regional director. With more than 30 years of wholesale and correspondent lending experience, Jackson and Frohock will play a critical role in the continued growth and success of Mid America's wholesale/non-delegated correspondent lending channel.

Related link: https://www.midamericamortgage.com/

TAG CXO Announces Industry Veteran Executive Paul Elliott Joins Team

PHOENIX, Ariz. /ScoopCloud/ -- Paul Elliott still values the promise behind a handshake. He grew up listening to talk of the family business discussed around the dinner table. His Midwest family, led by his grandfather, modeled those downhome values where only a handshake was required. Elliott has used those impressionable lessons throughout his life and in his own career. Now he aims to serve others with the same kind of integrity as the newest chief information officer at TAG CXO, an organization of successful fractional executives available for hire.

Elliott comes from a long career - more than 30 years - in executive leadership roles across industry sectors including healthcare, information technology, retail, consumer goods manufacturing and supply chain. His visionary yet practical approach helps companies realize business purpose, discover means of scaling operations with technology, find revenue streams and value creation opportunities.

He's spent time with large corporations, such as Insight and Johnson & Johnson, and small, entrepreneurial start-ups, helping to achieve goals and improve metrics and outcomes. While Elliott's resume boasts many successes, such as a recent build and go-to market launch of a customized technology suite, his servant-centered leadership style focuses on people.

"At the end of the day for me, my greatest professional accomplishment is the people that I've impacted or that have impacted me," Elliott says.

With TAG CXO, Elliott has the opportunity to reach more people in need. The contract-based, executive-as-a-service business model is growing, he says. Companies get affordability and access to the skilled, knowledgeable, and experienced leaders they need to achieve a goal.

"TAG is so fortunate to have Paul Elliot join our growing bench of tried and true, large company, CIO executives," said P. Theisen, founder and CEO of TAG CXO. "Paul truly has the hindsight and expertise our mid-market clients are asking for and they'll be delighted to receive from him."

Elliott's supportive leadership approach spills over into his personal life as well. He values his family and finds joy in spending time with his wife and daughter.

To learn more visit: https://tagcxo.com/services

About TAG CXO:

Based in Phoenix, Arizona, TAG CXO is a privately held company, providing Interim and Fractional IT leadership executives, founded in 2019. The company maintains a bench of industry-trained, enterprise-level executives, available on demand to mid-market CEOs. TAG CXO executives help to round out a firm's leadership team and close the IT talent gap with fully qualified expertise, offering a more affordable, lower-risk option than hiring full-time staff. Learn more at: https://tagcxo.com/.

TAG CXO, 7000 N 16th Street, Suite 120-167, Phoenix, AZ 85020.

Tags: #TAGCXO #fractionalCIO #interimexecutive

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Paul Elliott still values the promise behind a handshake. He grew up listening to talk of the family business discussed around the dinner table. His Midwest family, led by his grandfather, modeled those downhome values where only a handshake was required. Elliott has used those impressionable lessons throughout his life and in his own career. Now he aims to serve others with the same kind of integrity as the newest chief information officer at TAG CXO.

Related link: https://tagcxo.com/

ICS Welcomes Adam Finesilver CPA to the New Alabama Office

MONTGOMERY, Ala. /ScoopCloud/ -- ICS Tax, LLC is excited to announce its Southeast regional expansion with a new office in Montgomery, Alabama. ICS welcomes Adam Finesilver, CPA as its Regional Director. Adam brings over 13 years of experience providing tax advisory services to clients in real estate, financial and professional services industries. He graduated Summa Cum Laude, earned a Master of Accountancy, and has devoted his time to public accounting since 2007.

Adam said he "is thrilled to join ICS Tax to better serve his clients with tax saving opportunities such as cost segregation, 45L credits and R&D tax credits." In his role, he will be collaborating with taxpayers and tax professionals to identify credits, deductions, and incentives that can significantly reduce tax liabilities and increase profitability.

Montgomery, Alabama has been home to Adam for the past twenty years, where he resides with his wife and three young children. He has given back to his community by serving on the Montgomery Chamber of Commerce and as ambassador for the Alabama Society of Certified Public Accountants (ASCPA).

The new ICS Tax, Montgomery Alabama office is fully supported by a team of nationwide engineers and tax consultants. Adam is poised and ready to lower your tax liabilities!

ABOUT ICS TAX, LLC:

ICS Tax, LLC (ICS) is a consulting firm providing innovative tax planning strategies and specializes in both the 45L and 179D tax incentives. ICS collaborates with taxpayers and their tax professionals to identify credits and incentives that reduce tax liabilities and increase profitability. ICS provides nationwide service through its offices located throughout the country.

Learn more at https://ics-tax.com/.

ICS Tax, LLC is excited to announce its Southeast regional expansion with a new office in Montgomery, Alabama. ICS welcomes Adam Finesilver, CPA as its Regional Director. Adam brings over 13 years of experience providing tax advisory services to clients in real estate, financial and professional services industries.

Related link: https://ics-tax.com/

Vyriad, Inc. Appoints Harry Hoffman to its Board of Directors

ROCHESTER, Minn. /ScoopCloud/ -- Vyriad, Inc., a clinical-stage biotechnology company developing oncolytic virus therapies to treat a wide range of cancers, today announced the appointment of leading life sciences investor Harry Hoffman to the Company's board of directors.

During Harry's 25 years of service as Mayo's Chief Investment Officer and Treasurer which ended December 2020, Mayo Clinic achieved top decile investment performance among a universe of major tax-exempt institutions and grew its investment assets by over ten-fold. Outside of Mayo, Harry has served on the boards of several large family offices and is a former trustee of the Endowment Board of the American Red Cross, The Investment Fund for Foundations (TIFF) and The Ronald McDonald House of Rochester. He is also a founding member and vice chair of the Southeast Minnesota Capital Fund.

"I am delighted to welcome Harry onto the Vyriad Board. He has a deep understanding of Vyriad and its history, and I am very much looking forward to working with him as we take this exciting Company to its next level," said Ed Kania, Vyriad's Chairman of the Board.

About Vyriad, Inc.

Vyriad is a clinical-stage company developing virus-based therapeutics, focusing initially on proprietary oncolytic virus therapies for the treatment of cancers with significant unmet needs. Founded by scientists at Mayo Clinic and the University of Miami, Vyriad programs viruses to selectively attack cancer cells, thereby igniting antitumor immune responses that can complete the process of tumor destruction and prevent disease recurrence. Our lead platforms, derived from either vesicular stomatitis virus (VSV) or measles virus, are being evaluated in ongoing Phase 1-2 clinical trials addressing multiple cancer types.

Vyriad and Regeneron (NASDAQ: REGN) are engaged in a broad strategic agreement for the discovery and development of new oncolytic virus treatments for cancer leveraging Vyriad's VSV platform and Regeneron's PD-1 inhibitor Libtayo(r) (cemiplimab) as well as its unmatched antibody discovery capabilities. Vyriad is a privately held company based in Rochester, Minnesota.

For more information, visit hhttps://vyriad.com/.

CONTACTS:

Investor Relations:

Barb Duckett

bduckett@vyriad.com

(507) 289-0944

Media Relations:

mediarelations@vyriad.com

yriad, Inc., a clinical-stage biotechnology company developing oncolytic virus therapies to treat a wide range of cancers, today announced the appointment of leading life sciences investor Harry Hoffman to the Company's board of directors.

Related link: https://vyriad.com/

EPIC Welcomes Peter Marshall – Further Strengthens Entertainment and 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 Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

Marshall will play a pivotal role in the continued development of the firm's Entertainment side of the business. He brings nearly two decades of experience in the insurance industry, with a specific focus on Film, Television and New Media.

Marshall has developed risk management protocols for some of the world's leading film, television, and new media production companies, including many Oscar, Emmy, and Golden Globe Award nominated and winning shows. He has developed pandemic coverage, Cyber, Management Liability, Political Risk, Hurricane, and Kidnap, Ransom & Extortion programs for these companies as well. Marshall has also created production and Intellectual Property insurance programs.

Marshall produced feature films and long-form television prior to becoming an insurance and risk advisor. During his years of experience in the film industry, while based in Los Angeles, he was Senior Vice President of Film Production at Lionsgate, and head of television production at Trimark Pictures. He also served as an executive at several prominent independents where he developed screenplays and oversaw the production through delivery of many lauded and successful feature, cable, and network television films.

"Peter brings an incredible depth of wide-ranging expertise to this role, allowing EPIC to further expand our offerings and immediately benefit our entertainment clients," said Scott Davis, President, National Specialty Practices at EPIC. "We are thrilled to have him join our team and help us continue our growth in this specialized area," Davis continued. Marshall will report to Davis.

Marshall graduated Cum Laude with a B.A. from Yale College, and an M.F.A. from the Yale School of Drama. He is a licensed Property and Casualty broker in New York, California, Georgia, Virginia, Louisiana, and Florida. Marshall is an active community member, supporting many organizations including Ronald McDonald House.

Peter Marshall

peter.marshall@epicbrokers.com

Phone: (310) 721-4323

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

Related link: https://www.epicbrokers.com/