Tags Management and Career Moves

Tag: Management and Career Moves

Bank of Southern California NA Names Catherine Puckett VP, Business Development Manager

SAN DIEGO, Calif., July 18, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Catherine Puckett has joined the company as Vice President, Business Development Manager. She will be responsible for expanding Bank of Southern California's business banking client base by actively seeking new business opportunities in the San Diego region.

EPIC Insurance Brokers add Josh Close in Birmingham, Alabama

BIRMINGHAM, Ala., July 17, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that Josh Close has joined the firm's Birmingham-based national energy construction practice as a client services coordinator, reporting to EPIC Principal Brian Tanner.

Paragon Insurance Holdings Expands Operations in San Diego with addition of Robert Etzler and opening of new offices

SAN DIEGO, Calif., July 17, 2018 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced its expansion in San Diego, Calif. with the opening of new offices at 401 B Street in downtown San Diego and the hiring of top local insurance professional Robert Etzler, under the leadership of Paragon regional president, Andrew Petersen.

MorVest Capital Hires Ruth Lee as Executive Vice President for Expansion of Mortgage Liquidity and MSR Advisory Services

SUGAR LAND, Texas, July 16, 2018 (SEND2PRESS NEWSWIRE) -- David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, today announced its addition of Executive Vice President Ruth Lee.

Business Development and Relationship Management Specialist Julia Moore Joins EPIC in Sacramento CA

SACRAMENTO, Calif., July 12, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that new business sales and relationship management professional Julia Moore has joined the firm's operations in Sacramento as Vice President, New Business Development.

LBA Ware Recruits Mortgage Process Improvement Specialist Jessica Henke as Solutions Consultant

MACON, Ga., July 11, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has hired Jessica Henke as a solutions consultant to support the company's implementation consulting and client success efforts. Henke will leverage her two decades of accounting and business process improvement expertise in mortgage lending to bring LBA Ware clients streamlined business workflow solutions and enhanced operational insights.

EPIC adds Sarmad Naqvi to its Private Client Practice in Northern California

SAN FRANCISCO, Calif., July 9, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Sarmad Naqvi has joined the firm's Private Client Insurance operations in Northern California, specializing in providing comprehensive, cost effective risk management and insurance protection to high net worth individuals and their families.

EPIC Insurance adds Eric Kitei as a Principal in Southern California

LOS ANGELES, Calif., July 3, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Eric Kitei has joined the firm's operations in Southern California as a Principal, focusing on the unique needs of auto dealers and others in the automotive industry.

EPIC Adds John Check in Pittsburgh, Pa.

PITTSBURGH, Pa. and SAN FRANCISCO, Calif., July 2, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced the addition of benefits consulting professional John Check as a Senior Consultant in the firm's Employee Benefits Consulting Division.

Lloyd A. Schmidt Elevated to Shareholder at Hoge Fenton

SAN JOSE, Calif., July 2, 2018 (SEND2PRESS NEWSWIRE) -- Hoge Fenton is pleased to announce that, effective July 1, 2018, attorney Lloyd A. Schmidt was elevated to the status of shareholder. Hoge Fenton is a multi-service law firm headquartered in Silicon Valley, with highly focused practitioners.

Paragon Insurance Holdings LLC Adds Tonya Fuller and Ashley Forslund to Winery and Brewery Team

AVON, Conn. and NAPA, Calif., June 21, 2018 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced that Tonya Fuller has joined the firm as Vice President, Winery and Brewery. Additionally, Ashley Forslund has become a member of the Paragon team in the role of Senior Underwriter, Winery and Brewery, working in close collaboration with Fuller.

ARMCO Promotes Sharon Reichhardt to Vice President of Client Success

POMPANO BEACH, Fla., June 20, 2018 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise transaction and loan risk mitigation software solutions, has announced that former director of client services Sharon Reichhardt has been promoted to vice president of client success.

Brian Chu, CIC, CLCS Joins EPIC Insurance in Southern California

LOS ANGELES, Calif., June 18, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Brian Chu has joined the firm's operations in Southern California as a Vice President.

United Fidelity Funding West Hires Victoria Dunn as National Wholesale Account Executive

IRVINE, Calif., June 13, 2018 (SEND2PRESS NEWSWIRE) -- United Fidelity Funding West (UFFWest), a rapidly growing national mortgage banker, announced that it added Victoria Dunn to its wholesale lending team of account executives. "We are pleased to have been able to recruit someone with Victoria's proven background of successful execution and solution-oriented sales skill sets," stated John Bell, principal at UFFWest.

Ryan Sims and Alex Megenis Join Wholesale Trading Insurance Services, LLC (WTIS)

SAN FRANCISCO, Calif. and NEW YORK, N.Y., June 13, 2018 (SEND2PRESS NEWSWIRE) -- Wholesale Trading Insurance Services, LLC (WTIS) announced today that Ryan Sims has joined the firm as Vice President/Casualty Broker in San Francisco, while Alex Megenis has joined as Vice President/Property-Casualty Broker in New York.
LOS Development Expert Joseph Wade

OpenClose Recruits LOS Development Expert Joseph Wade to Further Innovate and Enhance Existing Fintech Solutions

WEST PALM BEACH, Fla. /Florida Newswire/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it has added senior software LOS and mortgage software development expert Joseph Wade to its growing development team. Joseph was previously at Finastra (formerly D+H) and will play an integral role in software innovation and enhancements at OpenClose.

EPIC Adds Michael McNulty as Wine and Beverage Practice Leader in San Francisco

SAN FRANCISCO, Calif., June 12, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance brokerage veteran Michael McNulty has rejoined the firm as Managing Principal and Wine & Beverage Practice Leader. McNulty will be based in San Francisco and report to Curt Perata, EPIC's Pacific North Region President.
ARMCO Hires Industry Veteran Nick Volpe

ARMCO Hires Industry Veteran Nick Volpe as Chief Strategy Officer

POMPANO BEACH, Fla. /Florida Newswire/ -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, has announced that it has hired Nick Volpe as chief strategy officer.

Carl Gibson to head WMH’s new Sacramento Office

SAN JOSE, Calif., June 5, 2018 (SEND2PRESS NEWSWIRE) -- Please join us in welcoming Carl Gibson III to WMH Corporation. Carl will be serving as one of the key transportation leaders in expanding WMH throughout California. His responsibilities will include managing the new Sacramento office, broadening our client base, and mentoring junior staff in their professional development.

EPIC Holdings Adds Janine Walter, SPHR, SHRM-SCP as Chief Talent Officer

SAN FRANCISCO, Calif. and STAMFORD, Conn., June 4, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Holdings, Inc. (parent company of EPIC Insurance Brokers & Consultants) today announced the addition of industry leading human capital professional Janine Walter, SPHR, SHRM-SCP who will join as the firm's Chief Talent Officer and become a member of the EPIC Executive Committee. For the past 11 years Walter has held senior executive positions at major insurance intermediaries.

FEATURED NEWS

NATIONAL NEWS