Tag: Management and Career Moves

SEATTLE, Wash. /Florida Newswire - National News/ -- Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, announced two strategic hires today: Chris Simms has joined as head of strategic partnerships, and Gregory Buehler has joined as founding product manager. They bring over 35 years of combined experience in mortgage lending, product strategy and technology innovation.

SAN FRANCISCO, Calif. /Florida Newswire - National News/ -- The Glancy Wine Education Foundation (GWEF) today announced the appointment of two new board members, Brandon Ford and Annie Shi, as the organization marks a leadership transition with the stepping down of Vice President Alder Yarrow after five years of dedicated service.

DENVER, Colo. /Florida Newswire - National News/ -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the promotion of two internal compliance leaders: Amanda Phillips to general counsel and executive vice president of compliance, and Savannah Prout to associate vice president of compliance.

ATLANTA, Ga. /Florida Newswire - National News/ -- Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of Andy Clonts as director and senior benefits consultant. In this role, Clonts will be responsible for driving business growth while leveraging his extensive experience in employee benefits strategy, healthcare navigation and client engagement to deliver tailored solutions to SBA's expanding roster of clients.

ADDISON, Texas /Florida Newswire - National News/ -- Click n' Close, a multi-state mortgage lender and innovator in third-party origination (TPO), announced Thursday that Tony Catanese has joined the company as regional sales manager. In this role, Catanese will lead the company's wholesale and non-delegated expansion across the East Coast, focusing on building and developing a high-performing sales team.

OMAHA, Neb. /Florida Newswire - National News/ -- US Farm Data is pleased to announce the hiring of Chris Sidles as Director of Innovative Data Solutions, a newly created role designed to expand the company's strategic partnerships with enterprise-level agribusinesses and related sectors. In this role, Sidles will work directly with executive leadership teams - CEOs, CMOs, VPs of Marketing and Strategy.

TROY, Mich., April 22, 2025 (SEND2PRESS NEWSWIRE) -- Class Valuation, a leading real estate appraisal management company (AMC), announced today the expansion of its national sales team with the appointments of Jim Bannister and Scott Shaw as senior sales executives. Together, they bring over 45 years of combined experience in mortgage lending, financial services and technology to the company's expanding leadership.

NEW YORK, N.Y., April 22, 2025 (SEND2PRESS NEWSWIRE) -- NY Mental Health Center (NYMHC), in partnership with Genovese Psychiatry Services, PC, is proud to announce a significant expansion of its clinical team with the addition of eight highly regarded mental health professionals, including licensed psychologists and psychiatric providers. This marks a pivotal moment in the center's growth, further solidifying NYMHC as one of New York's leading providers of integrated, telehealth-based mental health services.

TROY, Mich., April 15, 2025 (SEND2PRESS NEWSWIRE) -- Class Valuation, a leading real estate appraisal management company (AMC), announced today that Chris Flynn has joined its leadership team as chief data officer effective April 1. In his new role, Flynn will lead Class Valuation's enterprise data strategy, overseeing the development of scalable analytics, AI capabilities and automation to improve valuation accuracy, speed and transparency.

PHOENIX, Ariz., April 9, 2025 (SEND2PRESS NEWSWIRE) -- TAG CXO is bringing the best of the best to its fractional advisory team. We're proud to announce the addition of Mark Tonnesen. Tonnesen is a highly sought-after, high-powered business and technology leader with more than 25 years of experience in high-tech, security, financial services, gaming and transportation.

ADDISON, Texas, April 9, 2025 (SEND2PRESS NEWSWIRE) -- Click n' Close (CNC), a multi-state mortgage lender, announced today that Kim Schenck has joined its Correspondent Lending Sales team as Correspondent Manager. In her new role, Schenck will lead the expansion of the company's proprietary down payment assistance (DPA) program, which plays a key role in helping more borrowers achieve homeownership.

LAWRENCEVILLE, Ga., March 12, 2025 (SEND2PRESS NEWSWIRE) -- Alliance Group is proud to announce four significant promotions within its leadership team, reinforcing the company's commitment to excellence and growth. Additionally, two talented new team members have joined the organization, bringing valuable expertise to support Alliance Group's expanding initiatives.

BOULDER, Colo., March 6, 2025 (SEND2PRESS NEWSWIRE) -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced the appointment of Sol Klein as head of client experience and business operations. Klein, a seasoned mortgage technology executive with extensive experience in customer success and implementation, will lead initiatives to help clients maximize the value of their investment in Floify's platform.

SALT LAKE CITY, Utah, March 5, 2025 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, is pleased to announce the promotion of Kortney Lane-Schafers to Vice President of Growth & Client Advocacy.

PHOENIX, Ariz., Feb. 26, 2025 (SEND2PRESS NEWSWIRE) -- TAG CXO is excited to announce Ken Starr as the newest addition to our comprehensive fractional advisory team. Starr is a global revenue acceleration leader who consistently exceeds multi-million-dollar quotas and customer retention metrics. Having held titles such as Chief Revenue Officer (CRO), Chief Sales Officer (CSO) and Chief Growth Officer (CGO), Ken is dedicated to building business.

DES MOINES, Iowa, Feb. 24, 2025 (SEND2PRESS NEWSWIRE) -- Conterra Ag Capital has announced the January 2025 appointment of Jake Espenmiller as President and Chief Executive Officer, succeeding company founder Paul Erickson. Following a carefully planned and seamless 2-year succession strategy, this leadership transition marks a significant milestone for Conterra, reinforcing its commitment to providing innovative financial solutions to farmers, ranchers, and agribusinesses across the United States.

SAN DIEGO, Calif., Jan. 24, 2025 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the nation's leading network of independent mortgage lenders, banks, credit unions, and service providers, is proud to announce the appointment of Jodi Hall as its new Chief Executive Officer and President.

ARLINGTON HEIGHTS, Ill., Jan. 15, 2025 (SEND2PRESS NEWSWIRE) -- Lutheran Life Ministries ("Lutheran Life"), an Illinois-based senior living organization, has added two new members to its Board of Directors. The announcement was made by Michael Renetzky, Chair of the Board, and Sloan Bentley, President, and CEO of Lutheran Life.

ADDISON, Texas, Dec. 17, 2024 (SEND2PRESS NEWSWIRE) -- Click n' Close (CNC), a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, today announced Jeff Raich has joined the organization as a national sales director in correspondent lending.

PHOENIX, Ariz., Dec. 3, 2024 (SEND2PRESS NEWSWIRE) -- TAG CXO is excited to announce Lisa Schaffner, PhD, as the newest member of our fractional advisory team. Dr. Schaffner is an execution-oriented visionary in her field and accelerates rapid and sustained returns by transforming data and analytics assets into actionable insights.