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Tag Archives | Management and Career Moves

Ascende – an EPIC Company adds Gary C. McKinney to Southwest Region Business Development Team

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.

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Philip Stevens joins Optima Group as Director

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 […]

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Global DMS Hires Industry Veteran Julie Bussey as Director of National Accounts

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 […]

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EPIC’s Thomas E. O’Neil Returns to New York as President of EPIC’s Northeast Region

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.

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Chris Kiley Joins Wholesale Trading 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 […]

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EPIC adds Doug Bull to Construction and Design Solutions Practice in San Francisco

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.

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Bank of Southern California NA Announces Promotion of Tony DiVita to Chief Banking Officer

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 […]

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EPIC Adds Bill Bergstrom as Vice President and Program Leader of Golf Insurance Services

SAN FRANCISCO, Calif. and SACRAMENTO, Calif., Feb. 1, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Bill Bergstrom has joined the firm to lead the operations and growth initiatives of its Golf Insurance Services Program, which has provided insurance and risk […]

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EPIC Insurance Brokers Adds Christopher J. Giuditta as Vice President in the Northeast

SAN FRANCISCO, Calif. and STAMFORD, Conn., Jan 30, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Christopher J. Giuditta has joined the firm as a vice president. Giuditta will focus on the cultivation and development of new revenue opportunities throughout EPIC’s Northeast […]

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Utelogy Corporation Appoints Joey D’Angelo as V.P. of Engineering

LOS ANGELES, Calif., Jan. 24, 2017 (SEND2PRESS NEWSWIRE) — Utelogy Corporation, creator of audio/visual control, management, and analytics software, announces Joey D’Angelo joins the company as Vice President of Engineering. D’Angelo will help drive Utelogy’s growth velocity and product feature sets as the company continues on its mission to deliver true, non-proprietary Software-Defined AV solutions […]

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5 BARS names Monnie McGaffigan President

IRVINE, Calif., Jan. 23, 2017 (SEND2PRESS NEWSWIRE) — 5 BARS(R) announced today the appointment of Monnie McGaffigan as president of the wireless solutions firm. 5 Bars is a premier provider of master wireless plans and marketing agreements for cities and municipalities across the United States.

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Senior Business Leader and Consultant Duane Dennis Joins EPIC in Southern California

LOS ANGELES, Calif., Jan. 23, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Duane Dennis has joined the firm as a senior consultant and principal in the firm’s Southern California Employee Benefits Consulting Practice.

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ReverseVision Names Kelly Kelleher Director of Corporate Marketing and Events

SAN DIEGO, Calif., Jan. 19, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc., the leading provider of software and technology for the reverse mortgage industry, today announced the promotion of Kelly Kelleher to the role of director of corporate marketing and events. In her new role, Kelleher will refine ReverseVision’s brand identity to ensure it resonates with […]

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Maria Chambers, IACCP, Promoted to Chief Compliance Officer at Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers’ responsibilities include administering KFWA’s compliance program, […]

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EPIC adds Timothy B. Ward to Risk Solutions Practice

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.

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EPIC Adds Melissa Delaney as Senior Vice President – Private Client Solutions

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 […]

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Brian Boike Joins Simplifile as Director of Product Strategy

PROVO, Utah, Dec. 7, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents, and counties, today announced it has hired Brian Boike as director of product strategy. In his new role, Boike will work with executive leadership and business partners to identify new technological solutions for […]

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Nationwide Appraisal Network Hires Monica Bankus as VP of Operations, and Establishes a New Platinum Standard for Customer Experience

OLDSMAR, Fla., Dec. 1, 2016 (SEND2PRESS NEWSWIRE) — Nationwide Appraisal Network (NAN), an innovative, women-owned, industry-leading appraisal management company with true national coverage, announced today that Monica Bankus has joined the company and will serve as VP of Operations. In that role, she will lead a team that will employ proprietary, groundbreaking technology, enhanced workflow […]

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MetaSource Promotes John Nixon to Chief Revenue Officer

SALT LAKE CITY, Utah, Nov. 29, 2016 (SEND2PRESS NEWSWIRE) — MetaSource, the leading provider of mortgage quality control (QC) compliance advisory and workflow automation solutions, announced it has promoted John Nixon to Chief Revenue Officer (CRO). In this new role, Nixon will be responsible for the alignment of all resources dedicated to demand creation for […]

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Local Banker Luz Gonzalez Joins Bank of Southern California, N.A.

RANCHO MIRAGE, Calif., Nov. 16, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced today that Luz Gonzalez has joined the Company as Branch Sales Manager of its Rancho Mirage branch. Most recently, Ms. Gonzalez served the Coachella Valley community as a Deputy Sheriff for the Riverside County Sheriff’s […]

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Ascende – an EPIC Company Expands Southwest Leadership Team and Welcomes New International Benefits Leader

HOUSTON, Texas, Nov. 11, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Ascende – an EPIC Company has promoted Mary Parker and Dina Flavin to managing principals, joining Steve Goulet and Suzanne McGarey as strategic leaders of Ascende’s Health & Welfare […]

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Schmidt Mortgage Hires John Kulka to Oversee New Business Efforts

CLEVELAND, Ohio, Oct. 13, 2016 (SEND2PRESS NEWSWIRE) — Schmidt Mortgage Company (Schmidt) Executive Vice President Jeffrey Steed announced today the addition of John Kulka as manager of new business development. A 25-year mortgage industry veteran, Kulka brings considerable experience in cross-selling mortgage products across related industries, affinity marketing and retail mortgage lending.

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MetaSource Promotes Mary Kladde to SVP of Mortgage Services

SALT LAKE CITY, Utah, Oct. 11, 2016 (SEND2PRESS NEWSWIRE) — MetaSource, the leading provider of mortgage quality control (QC), risk management, and workflow automation solutions, announced it has promoted Mary Kladde to Senior Vice President of Mortgage Services. In this new role, Kladde will be responsible for the oversight and continued enhancement of MetaSource’s mortgage […]

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Bernard F. Walsh of the Bradenton Office of Shapiro Goldman Babboni & Walsh joins the ranks of the Florida Justice Association Board of Governors

BRADENTON, Fla., Sept. 23, 2016 (SEND2PRESS NEWSWIRE) — The Florida Justice Association has inducted Bradenton Personal Injury Attorney Bernard F. Walsh to the Board of Governors. Formed to aid the Florida Justice Associations efforts to protect the rights of citizens and consumers against political lobbying efforts from large corporations.

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EPIC Adds Jim Hughes as Vice President and Managing Consultant of Loss Control

SAN FRANCISCO, Calif., Sept. 13, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Jim Hughes has joined the firm as a vice president and the Managing Consultant of Loss Control Services in their National Construction Specialty Group.

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Renowned Retirement Income Expert Jamie Hopkins Joins ReverseVision Board of Directors

SAN DIEGO, Calif., Sept. 6, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Jamie Hopkins, Esq., MBA, LLM, CLU(R), RICP(R), has joined its board of directors. A noted expert and frequent speaker on matters of financial planning and retirement income, Hopkins is also […]

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Former Los Angeles City College Basketball Coach Mike Miller, Named Head Coach of CBA Expansion Team

LOS ANGELES, Calif., Sept. 6, 2016 (SEND2PRESS NEWSWIRE) — Former Los Angeles City College (LACC) and Junior College coaching legend Mike Miller has been named head coach of the California Basketball Association’s newest expansion team, the Los Angeles Skyline. From 1992 to 2008 coach Mike Miller led LACC’s basketball program into a national prominence.

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IDS Hires Vince Wilson to Support Internal Mortgage Document Preparation Compliance

SALT LAKE CITY, Utah, Aug. 31, 2016 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has hired Vince Wilson as compliance officer and assistant in-house counsel. In this role, Wilson will be responsible for maintaining both federal and state compliance matrices and implementing changes to IDS compliance audits based […]

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EPIC adds Michael Klaschka to Financial Risk Solutions Practice

SAN FRANCISCO, Calif., and NEW YORK, N.Y., Aug. 25, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Klaschka, a specialist in the placement of professional liability insurance for the financial services and technology industries, has joined the firm’s Financial Risk […]

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Tatt2Away Adds Medical Director to Tattoo Removal Team

SALT LAKE CITY, Utah, Aug. 24, 2016 (SEND2PRESS NEWSWIRE) — Rejuvatek Medical Inc, officially announces that Dr. Jeffery L. Deal has agreed to serve as Medical Director for the company’s revolutionary Tatt2Away non-laser tattoo removal system. In this important role, Dr. Deal will review new technologies and advise the Rejuvatek Medical team on product development […]

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EPIC adds Jim Williford to National Energy Construction Practice

SAN FRANCISCO, Calif., and BIRMINGHAM, Ala., Aug. 22, 2016 (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 Jim Williford has joined the firm’s National Energy Construction Practice as a Business Development Manager.

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Altavera Mortgage Services Adds Kimberly Joyce as SVP of Sales

DENVER, Colo., Aug. 17, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a leading provider of outsourced residential mortgage origination services and home of the industry’s most experienced staff of U.S.-based mortgage fulfillment experts, announced today it has hired Kimberly Joyce as senior vice president of sales. Kimberly brings 22 years of sales and business […]

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Redevelopment Experts, RMA, Expand to Central Florida

ORLANDO, Fla., Aug. 10, 2016 (SEND2PRESS NEWSWIRE) — RMA, Redevelopment Management Associates, recently announced the opening of their newest office in Winter Springs. The company’s success in reinventing numerous South Florida cities, with over $1 billion in private sector investment within client areas, captured the attention of several Central Florida city officials, leading to a […]

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Veteran Reverse Mortgage Educator Dan Hultquist Joins ReverseVision as Director of Learning and Development

SAN DIEGO, Calif., July 20, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has hired industry educator Dan Hultquist as director of learning and development. In this role, Hultquist will apply his experience in originating loans and working with retirement advisors to help ReverseVision bring a […]

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Sharon Stone-Walker Promoted to Director of Community Development for The Creatives

POMPANO BEACH, Fla., June 20, 2016 (SEND2PRESS NEWSWIRE) — Sharon Stone-Walker has been promoted to the Director of Community and Business Development for The Cultural Arts Creatives, Inc., aka The Creatives. The Pompano Beach based nonprofit, led by Alyona Ushe, manages and programs The Pompano Beach Amphitheater, Magnetic Pompano and the upcoming cultural center.

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Sunshine Capital, Inc. Appoints James R J Scheltema as New President and CEO to Execute ‘The Duffy Plan’ for the Company

HOLLYWOOD, Fla., June 17, 2016 (SEND2PRESS NEWSWIRE) — Sunshine Capital, Inc. (Pink Sheets: SCNP / OTC:SCNP) today announces that it has appointed James R J Scheltema as the Company’s new President and CEO to execute “Daniel J Duffy’s plan” of turning the Company into a well-structured, revenue, earnings and asset based company.

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EPIC adds Mark Millard to Risk Solutions Practice

SAN FRANCISCO, Calif. and STAMFORD, Conn., June 15, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management professional Mark Millard has joined the firm’s Stamford, Conn.-based EPIC Risk Solutions team as a Principal and Senior Producer.

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EPIC adds Nick Tan as Surety Manager in San Ramon

SAN FRANCISCO and SAN RAMON, Calif., May 26, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Tan has joined the firm as Surety Manager. Tan will be based in EPIC’s San Ramon Construction Services Practice, reporting to Regional Director, Property […]

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Jody Leshinsky, Former Assistant Director of Broward Cultural Division, Joins The Creatives

POMPANO BEACH, Fla., May 19, 2016 (SEND2PRESS NEWSWIRE) — Alyona Ushe, President & CEO of The Creatives, has announced that Jody Leshinsky is joining the nonprofit organization as the Vice President of Administration. Leshinsky, the former Assistant Director of the Broward Cultural Division, will work closely with Ushe in managing venues including The Pompano Beach […]

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