Tag: Management and Career Moves

SAN FRANCISCO and CONCORD, Calif., May 22, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Pedisich has joined the firm as a Transportation Industry-focused insurance broker/producer.

SAN FRANCISCO, Calif., May 15, 2017 (SEND2PRESS NEWSWIRE) -- Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran William Reyes has joined the firm as Director/Casualty Broker in Laguna Niguel, Calif.; he will work in conjunction with the firm's principal office in San Francisco.

SAN DIEGO, Calif., May 9, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, announced the hiring of LaNette Holley as their Director of Strategic Initiatives. Holley comes to The Mortgage Collaborative with over 25 years of experience in the area of mortgage lending.

SAN DIEGO, Calif., April 27, 2017 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Jim Paul has joined the Bank as Vice President, Business Banking at the Del Mar Corporate office. He will primarily focus on building new client relationships for the bank.

PROVO, Utah, April 26, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has hired title and settlement industry veteran Toni Carroll as national settlement account manager. In this position, Carroll will maintain and improve Simplifile's settlement software vendor relationships while supporting the sales effort to deliver Settlement Collaboration to the real estate industry.

SAN DIEGO, Calif., April 26, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that Cara Krause has joined the company as regional sales director. Ms. Krause will handle business development efforts and client management for new lender clients in the Northeast region of the country.

SAN FRANCISCO, Calif., MAHWAH, N.J., LAKE SUCCESS, N.Y., April 17, 2017 (SEND2PRESS NEWSWIRE) -- Capacity Group of NY LLC (CGNY), a division of The Capacity Group - an EPIC Company and a retail property & casualty insurance brokerage and employee benefit consultant, announced today that Jeanne Braun has joined the firm as president of CGNY's newly established Health Care Strategy Group.

LAS VEGAS, Nev., April 12, 2017 (SEND2PRESS NEWSWIRE) -- Twelve 11 Media, the Publisher of "Mortgage Women Magazine" and "Mortgage Compliance Magazine," announced today that Kristin Messerli has been named Managing Editor of Mortgage Women Magazine. Kristin officially started on April 1, 2017 and the May-June 2017 issue of "Mortgage Women Magazine" will be the first issue produced under Kristin's leadership.

SAN DIEGO, Calif., April 4, 2017 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Melyn Acasio has joined the Bank as Vice President, Client Relationship Manager at the Del Mar Corporate office. She will primarily focus on building new client relationships for the bank.

IRVINE, Calif., March 24, 2017 (SEND2PRESS NEWSWIRE) -- 5 BARS(R) announced today that Alessandro Feitosa has joined 5 Bars as Vice President, Solution Engineering. Alessandro brings 15 years of experience and expertise in the sports and technology space. He has led strategic pursuits and deployments across the globe.

MACON, Ga., March 22, 2017 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced it has hired Matthew Marshall as a solutions consultant to support the firm's sales efforts. In this role, Marshall will be responsible for articulating the value proposition of LBA Ware's solutions.

SAN JOSE, Calif., March 13, 2017 (SEND2PRESS NEWSWIRE) -- We are pleased to announce that Counsel Lee Lueddemann, formerly of the Law Office of Leopold Lueddemann in San Ramon, Calif., and Associate Marianna Khoury, formerly of Twitter, Inc., have joined Hoge Fenton. Both are members of the firm's Intellectual Property and Privacy & Data Security Groups.

SAN FRANCISCO, Calif. and HOUSTON, Texas, March 13, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Gary C. McKinney has joined the firm's Southwest Region Employee Benefits Consulting Practice in Houston (Ascende - an EPIC Company) as Business Development Manager.

FAIRFIELD, Conn., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) -- Philip C. Stevens has joined Optima Group, Inc. as Director, with responsibility for helping the firm's clients achieve their goals through the development of business and marketing strategies as well as the deployment of communications initiatives. A seasoned executive from the financial services and insurance industries, Philip was most recently with Pappas MacDonnell, Inc., where he worked with a variety of clients in banking, investment management, insurance and business services.

LANSDALE, Pa., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based compliant valuation management software, announced that Julie Bussey has joined the company as national accounts director. In this businesses development position, she will play an instrumental role in introducing Global DMS' suite of automated valuation management technology solutions to the mortgage lending industry.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 16, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Thomas E. O'Neil has been appointed Northeast Region President, relocating to New York City from EPIC's headquarters in San Francisco.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 15, 2017 (SEND2PRESS NEWSWIRE) -- Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran Chris Kiley has joined the firm as Managing Director/Property Broker. WTIS is a privately-held wholesale insurance broker created and managed by industry veterans whose goal is to better align the business interests of the retail broker, the wholesaler and insurance carriers.

SAN FRANCISCO and SACRAMENTO, Calif., and IDAHO FALLS, Idaho, Feb. 13, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Adam Frugoli has joined the firm as a vice president of EPIC's Health Care Strategy Group.

SAN FRANCISCO, Calif., Feb. 7, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management and insurance professional Doug Bull has joined the firm's Construction and Design Solutions team in San Francisco as a vice president.

SAN DIEGO, Calif., Feb. 3, 2017 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Tony DiVita has been promoted to the role of Executive Vice President, Chief Banking Officer. In his expanded role, he will continue to oversee new business origination and customer retention efforts, the Small Business Administration (SBA) Group, and bank marketing.