Tag: Management and Career Moves

FRANKLIN, Tenn., July 7, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

ADDISON, Texas, July 6, 2022 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, is pleased to announce the company has promoted Daniel Forshey to Chief Operating Officer and Sady Mauldin to Chief Compliance Officer.

CHICAGO, Ill., June 30, 2022 (SEND2PRESS NEWSWIRE) -- The Board of Trustees of Associated Colleges of Illinois (ACI) appointed April Arnold, CFRE, as ACI executive director, succeeding Mick Weltman, who will retire after leading the organization for nearly eight years. Arnold brings substantial experience as a leader and fundraiser in higher education institutions and nonprofit organizations. She begins her leadership role with ACI July 5.

DES MOINES, Iowa, June 30, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Megan Horn as chief marketing officer (CMO). In this role, Horn will oversee marketing, public relations, brand management and customer experience for the growing company.

OWINGS MILLS, Md., and IRVINE, Calif., June 28, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced their merger and the appointment of SaaS executive Richard Harris as CEO.

WASHINGTON, D.C., June 7, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited mortgage consulting and product manager Stuart Quinn to join her firm as Managing Director.

DES MOINES, Iowa, June 2, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Chris Richey as chief analytics officer. In this role, Richey will oversee and expand upon iEmergent's data analytics capabilities, which help mortgage lenders identify gaps in sales coverage and effectively expand into new markets.

WASHINGTON, D.C., June 1, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has tapped Cheryl Messner to manage its customer experience departments. In her new role, Messner will define strategies to enhance Sales Boomerang's customer experience, engagement, success and operations as well as help the company build upon its growth from a fintech startup to the industry's leading borrower intelligence solution.

FRANKLIN, Tenn., May 23, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.

NEWPORT BEACH, Calif., May 19, 2022 (SEND2PRESS NEWSWIRE) -- California-based XG announced today the appointment of Yvonne Robinson as Chief Operating Officer. In this role, she will guide the company's operations and growth, while overseeing the day-to-day management.

ADDISON, Texas, May 11, 2022 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has been promoted from Chief Risk Officer to Chief Financial Officer. In this new role, McKiddy will manage financial operations and strategy as Mid America Mortgage continues to refine its operations and drive business growth through recent product line additions, such as its correspondent down payment assistance (DPA) program.

IRVINE, Calif., May 10, 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 advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was promoted from director of account management to VP, customer engagement.

SALT LAKE CITY, Utah, May 9, 2022 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired Kortney Lane-Schafers as a regional director of growth. Lane-Schafers' responsibilities will include consulting and strategizing with MMI's growing roster of mortgage enterprise clients.

WASHINGTON, D.C., May 6, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies President Faith Schwartz today announced that she has named industry veteran and former Big 4 consulting executive Allen Jones as Chief Administrative Officer and Managing Director of the Consulting Practice.

AVON, Conn., April 29, 2022 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Andrew "Andy" Borst as President-Excess & Surplus (E&S) Lines and International Programs.

FORT SMITH, Ark., April 27, 2022 (SEND2PRESS NEWSWIRE) -- Weldon, Williams & Lick, Inc. (WW&L), a visionary provider of ticketing and custom security printed solutions, announced today that it has appointed Evan Gitomer as its first Chief Revenue Officer, effective immediately. In this newly created role, Evan will oversee and develop the go-to-market team and strategy to support growth at the company.

SALT LAKE CITY, Utah, April 26, 2022 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired mortgage industry veterans Jake Belter, CMB(r), and Gerald Dorman to its enterprise sales team. As regional directors, Belter and Dorman will be tasked with expanding MMI's growing roster of mortgage enterprise clients.

BRADENTON, Fla., April 22, 2022 (SEND2PRESS NEWSWIRE) -- Attorney Daniel Murphy, of Goldman Babboni Fernandez & Walsh, has been elevated to full partner. Citing his exemplary record of working tirelessly for clients in Bradenton Florida and across all of Manatee County.

NOVI, Mich., April 21, 2022 (SEND2PRESS NEWSWIRE) -- Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it has promoted Shawn Ansley to chief information officer (CIO). As CIO, Ansley will be tasked with the continued development of information technologies and deepening integrations with the agencies and major loan origination systems.

FRESNO, Calif., April 19, 2022 (SEND2PRESS NEWSWIRE) -- Avenu Insights & Analytics (Avenu) recently announced the addition of Rachelle Arizmendi as one of the company's Government Industry Advisors. Rachelle joins Avenu as a native Californian with a life-long career in serving the public sector and numerous leadership positions.