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Tag: Management and Career Moves

Klingenstein Fields Advisors Adds Senior Planner to its Team

NEW YORK, N.Y., June 14, 2024 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director. Andrew will join the Wealth Planning team, helping individuals and multi-generational families grow and protect their wealth and accomplish their estate planning and charitable goals. With a practical approach to personalized wealth planning, Andrew will guide clients through the many critical decisions surrounding their complex balance sheets, cash flow needs, legacy and philanthropic goals, and other planning considerations.

Optimal Blue Names Joe Tyrrell Chief Executive Officer

PLANO, Texas, June 10, 2024 (SEND2PRESS NEWSWIRE) -- Optimal Blue today announced the appointment of Joe Tyrrell as CEO. Tyrrell succeeds interim CEO Scott Smith of Optimal Blue's parent company, Constellation Software Inc. Tyrrell brings over 25 years of experience in the mortgage, finance, and technology industries to Optimal Blue.

Dovenmuehle announces strategic business development promotions to support demand for its mortgage subservicing offerings

LAKE ZURICH, Ill., June 3, 2024 (SEND2PRESS NEWSWIRE) -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading residential mortgage subservicer, announced two promotions within its business development team - Anna Krogh to Senior Vice President and Director of Business Development and Chris Torres to Vice President of Business Development and Manager of the Western Region.

Depth promotes Johnna Szegda to vice president role

ATLANTA, Ga., May 30, 2024 (SEND2PRESS NEWSWIRE) -- Depth, a leading provider of consultative B2B marketing, public relations and reputation management services for technology companies within the residential mortgage finance, financial technology (fintech) and regulatory technology (regtech) industries, announced the promotion of Johnna Szegda to vice president.

Avenu Insights & Analytics Enhances Strategic Focus on Payment Solutions with New Board Member O.B. Rawls IV

CENTREVILLE, Va., May 30, 2024 (SEND2PRESS NEWSWIRE) -- Avenu Insights & Analytics, a leader in software and technology solutions for public sector agencies, is pleased to announce the appointment of O.B. Rawls IV to its Board of Directors. This strategic addition enables the company to continue executing its strategy of providing advanced payment processing solutions while strengthening its leadership in the fintech and public sector landscapes.

Glancy Wine Education Foundation Adds New Board Members and Achieves Platinum Charity Rating

SAN FRANCISCO, Calif., May 16, 2024 (SEND2PRESS NEWSWIRE) -- The Glancy Wine Education Foundation is pleased to announce the addition of several new members to its all-volunteer board, as well as its achievement of Platinum Transparency, the highest rating possible from Candid's Guidestar charity ratings system. Established in 2020, The Glancy Wine Education Foundation is a registered a 501(c)(3) tax-exempt, not-for-profit organization.

Dark Matter Technologies appoints former Ellie Mae executive as deputy chief product officer

JACKSONVILLE, Fla., May 14, 2024 (SEND2PRESS NEWSWIRE) -- Dark Matter Technologies (Dark Matter) today announced the appointment of Vikas Rao as deputy chief product officer. Reporting directly to Chief Product Officer Stephanie Durflinger, Rao is charged with overseeing enhancements to the Empower® loan origination system (LOS) and establishing Dark Matter's developer community, which will help lenders embed automation deeper in their origination workflows and more tightly integrate their systems using open application programming interfaces (APIs) and widgets.

23-year industry veteran Jason Mapes joins Floify as head of sales

BOULDER, Colo., May 13, 2024 (SEND2PRESS NEWSWIRE) -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced the appointment of Jason Mapes as head of sales. Mapes, who previously served as director of sales for nCino's Mortgage Suite, brings a wealth of experience to spearhead Floify's national sales initiatives.

Resell CNC welcomes metalworking industry veteran Jeff Kopp as new Vice President of Resell CNC Auctions

ORLANDO, Fla., May 2, 2024 (SEND2PRESS NEWSWIRE) -- Resell CNC is thrilled to announce the appointment of Jeff Kopp as our new Vice President of Resell CNC Auctions to our team. Jeff Kopp has over 40 years of experience in the metalworking and auction industries.

MMI adds Ron Ross as CFO to fuel the growth of its mortgage data intelligence platform

SALT LAKE CITY, Utah, May 2, 2024 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that Ron Ross, an established senior executive, will fill the role of chief financial officer.

Joe Moore Appointed Head of Keel Point Family Office

HUNTSVILLE, Ala. and TYSONS, Va., May 1, 2024 (SEND2PRESS NEWSWIRE) -- Keel Point, LLC ("Keel Point") is pleased to announce the appointment of Joe Moore to Chief Wealth Officer of the firm's Family Office business. Joe joined Keel Point in 2011 and was formerly a Senior Family Wealth Director with Keel Point Family Office. He takes over from Douglas Andre who will continue supporting Keel Point Family Office clients as Senior Family Office Counsel.

Informative Research Adds Mortgage Finance Expert Kurt Raymond, CMB as Senior Vice President

GARDEN GROVE, Calif., April 23, 2024 (SEND2PRESS NEWSWIRE) -- Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced it has expanded its team to add mortgage industry veteran Kurt Raymond, CMB as Senior Vice President and Borrower Journey Engineer. The move reflects Informative Research's commitment to helping lenders streamline origination costs and enhance the borrower experience.

Alliance Group Promotes Travis Grenier to Vice President of Marketing

ATLANTA, Ga., April 17, 2024 (SEND2PRESS NEWSWIRE) -- Alliance Group, a leader in the life insurance and annuity sectors, is thrilled to announce the promotion of Travis Grenier to Vice President of Marketing. Grenier, a ten-year veteran at Alliance Group, has been instrumental in developing the company's internal video marketing production studio and program, setting a new standard in the independent marketing space within the life insurance and annuity industries.

Carlos Vazquez Enters New Role as Marketing Coordinator at Alliance Group

ATLANTA, Ga., April 17, 2024 (SEND2PRESS NEWSWIRE) -- Alliance Group, a leading IMO in the life insurance and annuity sectors, is pleased to announce Carlos Vazquez's transition to a full-time role as Marketing Coordinator within the company's esteemed marketing team. After an impactful 15 months serving as a Special Assistant to the CEO, Vazquez will now lend his talents to the coordination, prioritization, and execution of daily tasks for the marketing team, further enhancing the support and resources available to Alliance Group's independent agents, agencies, and partners.

Chrissy Disco Promoted to Alliance Group VP of Agent Experience

ATLANTA, Ga., April 17, 2024 (SEND2PRESS NEWSWIRE) -- Alliance Group, a leading national IMO in the life insurance industry, recently announced the promotion of Chrissy Disco to Vice President of Agent Experience. Having dedicated nine years to the company, Disco has been a cornerstone in establishing a cohesive style and brand identity for Alliance Group in her previous role as Creative Director. Her significant contributions have been pivotal in crafting the exceptional agent experience that has become synonymous with the Alliance Group name.

Mortgage Subservicer Dovenmuehle Hires Aaron Belovsky as Chief Data Officer

LAKE ZURICH, Ill., April 16, 2024 (SEND2PRESS NEWSWIRE) -- Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading residential mortgage subservicer, announced today that it has hired Aaron Belovsky as Chief Data Officer (CDO). In this role, Belovsky will lead data governance, data engineering and machine learning strategies.

Dr. Melissa Prutch Steps Into Excellence with Modern Foot & Ankle

LUTZ and WESTCHASE, Fla., April 12, 2024 (SEND2PRESS NEWSWIRE) -- Modern Foot & Ankle, a leading podiatric group with offices in Florida and Texas, proudly announces the addition of Melissa Prutch, DPM, to its esteemed team of foot and ankle specialists. Dr. Prutch brings a wealth of experience and a deep commitment to patient care to the practice, further enhancing its mission to provide high-quality podiatric healthcare to the communities it serves.

Optimal Blue Announces Promotion of Rick Allen to Chief Operating Officer

PLANO, Texas, April 9, 2024 (SEND2PRESS NEWSWIRE) -- Optimal Blue today announced that it has elevated Rick Allen to chief operating officer (COO). Most recently serving as Optimal Blue's chief administrative officer, Allen brings more than 35 years of experience in the housing industry to his senior leadership role. Throughout his tenure at Optimal Blue, Allen has played an integral role in the enhancement and delivery of products to add exceptional value to the company's clients.

MMI Welcomes Ryan Minard as Senior Sales Engineer

SALT LAKE CITY, Utah, April 2, 2024 (SEND2PRESS NEWSWIRE) -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that Ryan Minard is its newest senior sales engineer. With more than 17 years of collective experience in mortgage and creative marketing, Minard's expertise lies in applying an empathetic approach to address mortgage lenders' marketing and business challenges.

Floify’s Sofia Rossato named as advisor to the Broker Action Coalition board of directors

BOULDER, Colo., April 1, 2024 (SEND2PRESS NEWSWIRE) -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that President and General Manager Sofia Rossato has been named as a board advisor to the newly formed board of Broker Action Coalition (BAC), a nonprofit organization created in 2022 to advocate for legislative reform and educational advancement within the independent mortgage broker community.

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