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Tag: Management and Career Moves

Jennifer Oliverio Takes Over Local Edward Jones Branch Office

PUEBLO, Colo., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) -- Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team

SAN FRANCISCO, Calif., Feb. 7, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.

ReverseVision Recruits Marketing Maven Scott Shepherd to Elevate Brand and Support Growth

SAN DIEGO, Calif., Feb. 3, 2022 (SEND2PRESS NEWSWIRE) -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision's marketing department and is responsible for the design and implementation of its new marketing strategy.

Luxury brand leader, Lisa Baldwin, joins TAG CXO

PHOENIX, Ariz., Feb. 2, 2022 (SEND2PRESS NEWSWIRE) -- Lisa Baldwin, an industry veteran with a track record of successes with paramount brands like Tiffany and Co., Coach and Macy's, is bringing her earned expertise to TAG CXO as a fractional CIO. Baldwin's remarkable insights come from 30 years of IT experience, managing modernization and transformation across all aspects of business.

Paragon Hires Industry Vet for East Coast Expansion

AVON, Conn., Jan. 31, 2022 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Patrick Carroll as senior vice president - Eastern Region, effective January 31, 2022. Carroll brings more than 38 years of property and casualty and workers' compensation experience to his role at Paragon.

Alliance Group, a leading national insurance marketing organization, announces a series of promotions for 2022

ATLANTA, Ga., Jan. 27, 2022 (SEND2PRESS NEWSWIRE) -- Alliance Group, a leading national insurance marketing organization (IMO), announced a series of promotions within their ranks, effective immediately. With more than 4,500 independent agents nationally, Alliance Group is currently protecting over 130,000 American families with more than $28 billion of Living Benefits coverage.

Nomis Solutions Appoints Fintech Veteran George Neal as Chief Product Officer, Promotes Prashant Balepur to SVP, Corporate Strategy and Partnerships

SAN FRANCISCO, Calif., Jan. 20, 2022 (SEND2PRESS NEWSWIRE) -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently announced the appointment of George Neal as chief product officer. In this role, Neal will oversee strategy and development for new and existing products across all Nomis industry verticals.

ReverseVision Hires Industry Veteran Steve Butler as Director of Business Development

SAN DIEGO, Calif., Jan. 20, 2022 (SEND2PRESS NEWSWIRE) -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added long-time mortgage professional Steve Butler to the company's sales team, who brings more than 35 years of experience to the company. ReverseVision has been adding resources in key functional areas as part of its strategic expansion plan.

EnergyCAP Names Lalit Agarwal Vice President, Energy Management and Sustainability

STATE COLLEGE, Pa., Jan. 19, 2022 (SEND2PRESS NEWSWIRE) -- EnergyCAP, LLC, the leading provider of energy management and utility bill processing software, today announced that Lalit Agarwal has been named Vice President, Energy Management & Sustainability.

Florida Podiatric Group Brings High-Tech, High-Quality Healthcare to Largo

LARGO, Fla., Jan. 18, 2022 (SEND2PRESS NEWSWIRE) -- Modern Foot & Ankle opens its sixth clinic - and first in Pinellas County - on Friday. The Central Florida podiatric group has selected Kyle Haverstrom, DPM, as the provider for the new Largo, Florida, location.

Mid America Mortgage Welcomes Jarred Talmadge to its team of reverse mortgage experts

ADDISON, Texas, Jan. 12, 2022 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced industry veteran Jarred Talmadge has joined Mid America as Western Reverse Mortgage Sales Manager. In this role, Talmadge is responsible for expanding Mid America's reverse mortgage presence in the Western U.S.

KJ Stephens Joins EPIC – Further Expands EPIC’s Employee Benefits Practice

SAN FRANCISCO, Calif., Jan. 11, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.

Olea Kiosks®, Inc. Announces Promotion of Daniel Olea to Director of Sales, Accelerating its Sales and Strategic Focus

LOS ANGELES, Calif., Jan. 7, 2022 (SEND2PRESS NEWSWIRE) -- Olea Kiosks®, Inc., a visionary provider of innovative self-service kiosk solutions, today announced the expanded role of Daniel Olea to Director of Sales. Olea Kiosks, is a self-service kiosk solution provider for the attractions and entertainment, healthcare and hospitality industries.

Promontory MortgagePath promotes Kevin Wheeler to managing director

DANBURY, Conn., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Kevin Wheeler to managing director of product and engineering. Wheeler previously held the position of director of backend engineering at Promontory MortgagePath.

Mortgage Coach promotes Jacob Gibbs to VP, Technology and Shannon Baldwin to VP, Marketing

IRVINE, Calif., Jan. 4, 2022 (SEND2PRESS NEWSWIRE) -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing.

Fluid Metering Announces Promotion of Sean Madden to Vice President, Commercial & Product Development

SYOSSET, N.Y., Dec. 22, 2021 (SEND2PRESS NEWSWIRE) -- Fluid Metering Inc., a pioneer in the design and manufacture of high precision microfluidic solutions, is pleased to announce the promotion of Sean Madden to Vice President, Commercial and Product Development.

Ahwatukee Realtor, Mike Holt, Joins COR Consultants

PHOENIX, Ariz., Dec. 20, 2021 (SEND2PRESS NEWSWIRE) -- COR Consultants is pleased to announce that Mike Holt has joined the team as a real estate agent. Mike Holt is an Ahwatukee Realtor who has a degree in Computer Science and past experience managing teams at Amazon.

Ron Wilson Named President of KIS Technologies, LLC

PLANO, Texas, Dec. 9, 2021 (SEND2PRESS NEWSWIRE) -- KIS Technologies, LLC, a leading provider of kiosks, ticketing and parking technology, announced today that it has appointed Ron Wilson as its new President, effective immediately. Wilson brings a proven record of success at innovative technology companies.

Seedling Welcomes New Development Director

AUSTIN, Texas, Dec. 1, 2021 (SEND2PRESS NEWSWIRE) -- Seedling Foundation, a non-profit organization providing school-based mentoring for children who have an incarcerated parent, has selected Julie Barschow as Development Director. Ms. Barschow joins Seedling with over 20 years of nonprofit management, development and marketing experience.

Choyce Peterson Hires Scott J. Lipow as Senior Associate

NORWALK, Conn., Nov. 29, 2021 (SEND2PRESS NEWSWIRE) -- Choyce Peterson, Inc., a full service commercial real estate brokerage firm, announced that Scott J. Lipow has joined the brokerage team as Senior Associate. Lipow will join Choyce Peterson's Capital Markets team, focusing on investment opportunities throughout Fairfield and Westchester Counties.

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