Finance

EPIC adds Loss Control Consultant Joshua Allen, CSP, CFPS

SAN FRANCISCO, Calif., Feb. 10, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that risk control professional Joshua Allen has joined the firm as West Region Risk Management Loss Control Specialist. In this role, Allen will be responsible for providing comprehensive safety management and loss control services to EPIC's larger, more complex 'risk management' clients.

Titan Offers Trade Transaction Management Services to Mortgage Investors

DENVER, Colo., Jan. 19, 2016 (SEND2PRESS NEWSWIRE) -- Mortgage services expert Titan Lenders Corp. (Titan) announced it is now offering Trade Transaction Management Services to investors looking to acquire mortgage assets. Through these services, Titan facilitates the administrative tasks and logistical management of acquiring a loan pool. Using its comprehensive mortgage process and compliance foundation, Titan works in collaboration with investors to provide a deeper understanding of the risks the investor is potentially acquiring.

Debora Aydelotte Joins Altavera Mortgage Services as Chief Operating Officer

DENVER, Colo., Jan. 11, 2016 (SEND2PRESS NEWSWIRE) -- Altavera Mortgage Services, LLC (Altavera), the nation's premier provider of third-party residential mortgage origination services, announced the addition of Debora Aydelotte to Altavera's executive team. Aydelotte brings more than 25 years' experience in business line development, risk management and operational expansion and improvement to Altavera, where she will serve as chief operating officer.

Paragon BioTeck to Attend 34th Annual J.P. Morgan Healthcare Conference

PORTLAND, Ore., Jan. 7, 2016 (SEND2PRESS NEWSWIRE) -- Paragon BioTeck, Inc., a privately held pharmaceutical and medical device company, will sponsor a special reception during the J.P. Morgan 2016 Healthcare Conference, being held in San Francisco, January 11-14. The conference, which is now in its 34th year, is an invitation-only event intended to create an environment of collaboration by bringing together stakeholders in the corporate, investor and financial sectors to learn about and explore market and sector trends.

Bank of Southern California Announces Ticker Symbol Change to BCAL

SAN DIEGO, Calif., Jan. 7, 2016 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), announced today that FINRA has approved a change in the Company's stock symbol. As of Monday, December 21, 2015 the new trading symbol for Bank of Southern California is BCAL. The former symbol, FBBN is no longer valid.

Real Estate Investment Firm Turns Tidy Profit in One Year

LOS ANGELES, Calif., Jan. 6, 2016 (SEND2PRESS NEWSWIRE) -- Carolwood Equities, a privately-held, fully-integrated real estate investment company, just closed a deal for an impressive return and the firm's founders, Andrew Shanfeld and Adam Rubin, partners, say it's just the beginning.

The Mortgage Collaborative Adds Sixteen New Lender Members

SAN DIEGO, Calif., Jan. 5, 2016 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the addition of sixteen new lenders to their national network of originating members, announced the Collaborative's EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

10th Anniversary Edition of Best-Selling Medicaid Planning book published

LAREDO, Texas, Jan. 5, 2016 (SEND2PRESS NEWSWIRE) -- Phylius Press is pleased to announce the 10th Anniversary Edition of the best-selling Medicaid planning book 'How to Protect Your Family's Assets from Devastating Nursing Home Costs: Medicaid Secrets' (ISBN: 978-1-941123-04-1), by attorney K. Gabriel Heiser.

Mid America Mortgage Seeks TRID Scratch and Dent Mortgage Loans for Potential Purchase

ADDISON, Texas, Dec. 22, 2015 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm's interest in purchasing Scratch and Dent loans with TILA-RESPA Integrated Disclosure (TRID) infractions, even if a previous investor has rejected the loan for purchase.

EPIC Golf Insurance Services Named ‘Excellence in Achievement’ Award Winner by The BoardRoom Magazine

SAN FRANCISCO, Calif., Dec. 14, 2015 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named a 2015 'Excellence in Achievement' award winner by The BoardRoom magazine as the 'Insurance Provider of the Year.'

Texas A&M University-Commerce Leverages Multiple Regent Education Products to Serve Entire Population

COMMERCE, Texas, Dec. 8, 2015 (SEND2PRESS NEWSWIRE) -- Texas A and M University-Commerce has expanded the use of Regent Education's financial aid management solution, Regent 8, to support the administration of financial aid for its entire population. In addition, it has added Regent's SNAP product to its solution set to automate the financial aid application process for students who are not eligible for federal financial aid but are eligible for state-funded programs.

The Mortgage Collaborative and NAHREP Consulting Services Form a Strategic Alliance

SAN DIEGO, Calif., Dec. 7, 2015 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), an independent lending cooperative serving small- to mid-sized mortgage lenders and community-based lending institutions, has formed a strategic alliance with NAHREP Consulting Services (NCS), announced TMC Vice Chairman David G. Kittle, CMB.

ReverseVision Announces Credit Report Integration with Certified Credit Reporting

SAN DIEGO, Calif., Dec. 7, 2015 (SEND2PRESS NEWSWIRE) -- ReverseVision, Inc. today announced their newest credit report partnership with Certified Credit Reporting, a nationwide provider of credit reports and mortgage information services. This integration within RV Exchange (RVX), ReverseVision's flagship reverse loan origination system (RLOS) platform, increases RVX users' choice of automated credit report services.

Jamie Hopkins to Deliver Keynote Address for ReverseVision January 2016 Inaugural User Conference

SAN DIEGO, Calif., Dec. 3, 2015 (SEND2PRESS NEWSWIRE) -- ReverseVision, Inc. today announced that noted financial planning expert Jamie Hopkins, Esq., JD, CLU(R), RICP(R), an associate professor of taxation at The American College in Bryn Mawr, Pennsylvania will deliver the keynote address at its inaugural User Conference 2016.

Klingenstein Fields Wealth Advisors releases publication on alternative investments

NEW YORK, N.Y., Nov. 23, 2015 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors has released a white paper discussing the role of alternative investments in a diversified portfolio. Many investors today are looking for new sources of diversification and uncorrelated sources of return. As a result, alternative investments have experienced significant growth, particularly among high-net-worth investors.

ReverseVision Board Member Jeffrey S. Taylor Honored by NRMLA for Reverse Mortgage Leadership

SAN DIEGO, Calif., Nov. 20, 2015 (SEND2PRESS NEWSWIRE) -- ReverseVision, Inc. today announced that board member Jeffrey S. Taylor, Master CMB, has received the National Reverse Mortgage Lenders Association (NRMLA) Career Achievement Award. The award was presented to Taylor at NRMLA's 2015 Annual Meeting and Expo held November 16-18 in San Francisco.

The Mortgage Collaborative Adds Ten Providers to Preferred Partner Network

SAN DIEGO, Calif., Nov. 19, 2015 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the formal approval of 10 new preferred vendor partners to their national network, announced the Collaborative's EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

BNP Paribas Brings SmartStops.net Risk Management Solutions to The Italian Market

SAN FRANCISCO, Calif., Nov. 18, 2015 (SEND2PRESS NEWSWIRE) -- SmartStops, an online service that helps investors of all levels manage investment risk, announced today that it has extended its relationship with BNP Paribas and is now available to investors in the Italian market.

Titan Expands Mortgage Data Reconciliation Tool to Be Data-Agnostic

DENVER, Colo., Nov. 18, 2015 (SEND2PRESS NEWSWIRE) -- Mortgage services expert Titan Lenders Corp. (Titan) announced it has expanded the capabilities of its data reconciliation platform mintrak2(R). Now known as DRMS(TM) (Data Reconciliation Management System), the system has been redesigned beyond its original MERS(R) applications to normalize, compare and reconcile multiple datasets from a variety of sources.

Estate Planning Council of Cleveland Honored as 5 Star Council by the National Association of Estate Planners and Councils

CLEVELAND, Ohio, Nov. 17, 2015 (SEND2PRESS NEWSWIRE) -- The Estate Planning Council of Cleveland will be recognized as a 5 Star Council by the National Association of Estate Planners and Councils as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program.

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