Tag: Finance

WESTLAKE VILLAGE, Calif., Aug. 17, 2022 (SEND2PRESS NEWSWIRE) -- DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.

CORAL SPRINGS, Fla. /FLORIDA NEWSWIRE/ -- PitBullTax Software, the Nation's Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2022 Inc. 5000 list of the fastest growing private companies in America.

OWINGS MILLS, Md. and IRVINE, Calif., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that the Sales Boomerang borrower intelligence solution made its second consecutive appearance on Inc.'s annual Inc. 5000 list.

DANBURY, Conn., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced industry veteran John Gust has joined the organization as the director of product management. In this role, Gust leads the product management and user experience teams and is responsible for product strategy, planning, execution, and rollout of Promontory MortgagePath's mortgage fulfillment services and end-to-end technology solution.

INDIANAPOLIS, Ind., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) -- In the heart of Indianapolis, Indiana is a marketing agency focused on helping mortgage lenders and technology overcome obstacles, develop marketing strategies, and grow their business. That agency is Art Vs. Math. In 2019, Steven Cooley started Art Vs. Math to help improve marketing in the mortgage industry.

SALT LAKE CITY, Utah, Aug. 16, 2022 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it ranks No. 1499 on the 2022 Inc. 5000 list of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy's most dynamic segment-its independent businesses.

SAN DIEGO, Calif., Aug. 12, 2022 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that National Mortgage Professional's Mortgage Women Magazine selected Natalie Arshakian, Senior Director and Head of Lock Desk Operations at MCT, to its annual 2022 Mortgage Star Awards.

DENVER, Colo., Aug. 11, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Executive Vice President of Compliance Amanda Phillips and Executive Vice President of Operations Sharon Reichhardt have been selected to speak at the upcoming Mortgage Bankers Association's (MBA) Risk Management, Quality Assurance and Fraud Prevention Forum (RMQA) taking place September 11-13 in Nashville, Tenn.

PHILADELPHIA, Pa. and SAN FRANCISCO, Calif., Aug. 10, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.

NORWALK, Conn., Aug. 9, 2022 (SEND2PRESS NEWSWIRE) -- After, Inc., a global leader in post-sale technology and services, just announced the launch of its QuickInsight® customer data enrichment platform. QuickInsight is one of five post-sale customer experience platforms that After, Inc. calls its QuickSuite®, which just won The SAMMY Award from Business Intelligence Group for "Product of the Year."

FRANKLIN, Tenn., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes' list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead - or are viewed as potential leaders of - their teams.

ATHENS, Ga., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® has partnered with HomeScout, a wholly owned subsidiary of FirstClose®, to launch HomeScout Qualified Borrower, a tool that helps lenders generate leads and concentrate borrower conversion efforts on mortgage-ready home buyers.

SAN DIEGO, Calif., Aug. 5, 2022 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Natalie Arshakian has been selected to Mortgage Professional America (MPA) magazine's list of Elite Women in Mortgage for 2022. The annual awards, now in their sixth year, celebrate 67 successful women who are taking on gender inequality in leadership by continuously challenging societal expectations.

SAN DIEGO, Calif., Aug. 4, 2022 (SEND2PRESS NEWSWIRE) -- MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for July 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.

SALT LAKE CITY, Utah, Aug. 2, 2022 (SEND2PRESS NEWSWIRE) -- COVERGENCE, co-hosted by innovosource and the University of Utah's PIVOT Center, is in its fifth annual year. This year it will be held from Oct. 20-21 at the University of Utah Rice-Eccles Stadium Club. With more than 60 university gap fund/accelerator programs (GAP) and potential commercial and investment partners, this dynamic event will serve as the platform for best practice discussions, GAP program and portfolio reviews, and commercial and investment partnering.

WASHINGTON, D.C., Aug. 2, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance.

DALLAS, Texas and SAN FRANCISCO, Calif., Aug. 1, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.

LOS ANGELES, Calif., July 29, 2022 (SEND2PRESS NESWSWIRE) -- Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.

ARLINGTON HEIGHTS, Ill. and SAN FRANCISCO, Calif., July 27, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm's Lemme division as Senior Vice President, Risk Management.

SAN DIEGO, Calif., July 27, 2022 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Curtis Richins, President of MCT, has been selected to Mortgage Banker Magazine's inaugural "Legends of Lending" list. The magazine's inaugural class was compiled to highlight the most talented, ambitious, and legendary individuals who are achieving excellence and making a difference in the mortgage industry.