Tag: Finance

SAN FRANCISCO, Calif., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that senior consultant and principal Rosemary Manning Hughes will present at the 2017 Health & Welfare Compliance Update put on by the New York Metro Area Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS) on Wednesday, Jan. 25 at 8:45 a.m. at BDO, 100 Park Ave., 11th Floor in New York, N.Y.

SAN DIEGO, Calif., Jan. 17, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision Inc., the leading provider of software and technology for the reverse mortgage industry, has teamed up with the San Diego Food Bank to help local residents in need. The Jacobs & Cushman San Diego Food Bank is the largest hunger-relief organization in San Diego County.

DENVER, Colo., Jan. 17, 2017 (SEND2PRESS NEWSWIRE) -- Altavera Mortgage Services (Altavera), a leading provider of outsourced residential mortgage origination services, today announced its plans for expansion in 2017 along with highlights from the company's last 12 months of growth. The firm was acquired by Australian financial services company Computershare Limited (ASX:CPU) in May.

SAN FRANCISCO, Calif., Jan. 13, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader - Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19 at the Hyatt Regency in San Francisco, Calif. in the Main Hall - Pacific Level.

SAN FRANCISCO, Calif. and STAMFORD, Conn., Jan. 12, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm's Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.

PROVO, Utah, Jan. 10, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Freedom Mortgage has begun using the Simplifile Collaboration service in its wholesale division to quickly and easily exchange data with its settlement partners.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 9, 2017 (SEND2PRESS NEWSWIRE)-- EPIC Insurance Brokers & Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management and production for EPIC's Northeast Region Private Client Solutions team.

SAN DIEGO, Calif., Jan. 5, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that mortgage industry expert Rob Chrisman will address attendees of RV UserCon 2017 as a special session speaker on February 9 in San Diego.

PROVO, Utah, Jan. 5, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that four new Wyoming counties have joined Simplifile's e-recording network following the January 1 passage of a law authorizing e-recording statewide.

SAN DIEGO, Calif., Jan. 4, 2017 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has completed a capital raise of $7 million through a stock purchase agreement of the Bank's common stock with Castle Creek Capital, based in Rancho Santa Fe, California.

INDIANAPOLIS, Ind., Dec. 20, 2016 (SEND2PRESS NEWSWIRE) -- Financial Technologies & Management (FTM) has released the dates and agenda for 2017 Nonprofit Forum monthly online event for nonprofit organizations. Jim Simpson, CPA will host each forum. Mr. Simpson is a nonprofit financial leader and trainer, CFO, Controller, and software advisor for over 25 years.

SAN FRANCISCO, Calif., Dec 19, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members nationally as one of the "Best Places to Work in Insurance" in a survey conducted annually by Business Insurance Magazine and co-sponsor Best Companies Group. This is the 7th time that EPIC has received this significant and meaningful award.

DENVER, Colo., Dec. 14, 2016 (SEND2PRESS NEWSWIRE) -- Maxwell Financial Labs, Inc. announced today it had secured $1.95M in funding, with anchor investors MATH Venture Partners, Techstars Ventures, Zelkova Ventures and Sovereign's Capital. The funding follows on the heels of Maxwell's commercial launch on August 16.

SEATTLE, Wash., Dec. 13, 2016 (SEND2PRESS NEWSWIRE) -- Appraiser Dashboard, a provider appraisal technology, has announced the launch of its namesake appraisal workflow and networking technology. Appraiser Dashboard is the industry's first appraiser-facing technology that automatically informs AMCs (appraisal management companies) and lenders each time the appraiser user takes action in the appraisal process.

SAN DIEGO, Calif., Dec. 13, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that its president and CEO, John Button, has joined the board of directors for the National Reverse Mortgage Lenders Association (NRMLA).

NEW YORK, N.Y., Dec. 7, 2016 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC announced today that it has agreed to acquire privately held NIF Group, Inc. (NIF), a managing general agency, program administrator and wholesale insurance broker based in Manhasset, New York, with six offices located on the east and west coasts of the United Sates.

RIVERSIDE, Calif., Dec. 7, 2016 (SEND2PRESS NEWSWIRE) -- Marvin Lee Robey announces the release of his latest book, "Axe the Taxes." Mr. Robey says "Axe the Taxes" is based on Supreme Court cases dealing with taxes and quotes those Supreme Court rulings.

DENVER, Colo., Dec. 7, 2016 (SEND2PRESS NEWSWIRE) -- Altavera Mortgage Services (Altavera), a leading provider of SAFE Act-compliant outsourced residential mortgage origination services, reported a 30 percent increase in credit union demand for its outsourced mortgage origination services in the third quarter of 2016 compared with the previous quarter.

LOS ANGELES, Calif., Dec. 5, 2016 (SEND2PRESS NEWSWIRE) -- Finance of America Mortgage, a national, full service mortgage banker, is pleased to announce that Jeana Ziroli Kobielsky has opened rateOne Home Loans, a division of Finance of America Mortgage in San Clemente, Calif. Orange County native, Jeana Ziroli Kobielsky, will serve as Branch Manager and will focus on developing new retail branches by assembling a team of talented mortgage advisors and processors.

SAN FRANCISCO, Calif., Dec. 5, 2016 (SEND2PRESS NEWSWIRE) -- Protector Holdings, a joint venture of EPIC Insurance Brokers & Consultants and Dowling Capital Partners, announced today the acquisition of Big Savings Insurance Services, the firm's largest acquisition to date. Headquartered in Sacramento, California, Big Savings specializes in providing insurance services to Hispanic consumers; writing auto insurance from 14 California locations including Sacramento, Yuba City, Lodi, Stockton, Rancho Cordova, Roseville, Modesto, Turlock, Fresno, San Leandro, San Jose and Salinas.