Tag: Finance

NEW YORK, N.Y. /New York Netwire/ -- Klingenstein Fields Wealth Advisors (KFWA) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

AUSTIN, Texas, June 25, 2018 (SEND2PRESS NEWSWIRE) -- Lykken on Lending, the mortgage industry podcast created by mortgage lenders for mortgage lenders, is pleased to announce that its June 25 episode welcomes Shelley Leonard, EVP and Chief Product Officer for Black Knight, Inc. (NYSE:BKI).

IRVINE, Calif., June 21, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, was honored today with Red Herring's Top 100 North America award.

LANSDALE, Pa., June 21, 2018 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based valuation management software, announced that it has rolled out eTrac Pre-Scheduler, a newly released tool that that streamlines appraisal appointments, allowing lenders and AMCs that are leveraging eTrac to easily set predetermined appraisal dates, apply specific parameters, and broadcast appraiser communications.

SAN DIEGO, Calif., June 21, 2018 (SEND2PRESS NEWSWIRE) -- C3 Risk & Insurance Services today announced the launch of its new SaferWorks smartphone technology for businesses to use in documenting inspections. The app is designed to be extremely simple and easy to use by both the company administrator and by the company end users.

MACON, Ga., June 21, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced it has achieved a decade in business this year. The company celebrated the official anniversary of its founding on June 10, the date of the company's incorporation.

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.

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.

SACRAMENTO, Calif., June 20, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Healthcare Practice Risk Advisor/Broker Philip Westphal will be presenting a one-hour lecture on "Safe Patient Handling on a Budget - Optimizing your Safe Patient Handling and Mobility (SPHM) Program Without Breaking the Bank" at the California Rural Health Conference in Folsom.

SAN DIEGO, Calif., June 18, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), understands that selecting a commercial bank that fits your company's needs can be a grueling task. Tony DiVita, Chief Banking Officer at Bank of Southern California, shares the following valuable tips to help guide small businesses in selecting the right bank.

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.

DALLAS, Texas, June 14, 2018 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, creator of the only mortgage technology conference for women executives, has announced that startup tech firms ProxyPics and Zipwhip will debut their technology to the mortgage industry at the second biannual NEXT mortgage technology conference, which takes place on June 21-22, 2018 at Hotel ZaZa in Dallas.

IRVINE, Calif., June 13, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga(TM), a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform(R), today announced that company co-founder Kyle Kamrooz has been accepted into the Forbes Finance Council, an invitation-only community for senior-level finance executives.

PROVO, Utah, June 13, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 31 additional recording jurisdictions located in 16 states throughout the Midwestern, Southwestern, and Western United States have joined Simplifile's e-recording network.

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.

NEW YORK, N.Y. /New York Netwire/ -- 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.

WEST PALM BEACH, Fla., June 12, 2018 (SEND2PRESS 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.

MACON, Ga., June 12, 2018 (SEND2PRESS NEWSWIRE) -- For ten years, Qbix Accounting Solutions has provided outsourced accounting and bookkeeping for organizations wanting expert accounting management, oversight, and execution. Qbix was formed in 2008 in Macon, Ga., just south of Atlanta by Rocky Davidson, CPA.

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.

HOUSTON, Texas, June 11, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC's Kevin Ach, vice president of Risk Assurance and Walter Palmer, practice leader of Integrated Risk Solutions will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation's "NRF Protect" Conference.