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Tag: Management and Career Moves

Rich LaBarca joins Sales Boomerang and Mortgage Coach as Chief Product and Technology Officer

OWINGS MILLS, Md., and IRVINE, Calif., Sept. 8, 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 the appointment of Rich LaBarca to the role of Chief Product and Technology Officer.

NER Announces Hire of George Schulz as Managing Director, Program Development

AVON, Conn., Sept. 7, 2022 (SEND2PRESS NEWSWIRE) -- New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announced the hire of George Schulz as Managing Director, Program Development, in the latest confirmation of Paragon's commitment to continuing investment in the green technology space.

EnergyCAP Expands Executive Leadership Team in Denver, Colorado

DENVER, Colo. and BOALSBURG, Pa., Sept. 7, 2022 (SEND2PRESS NEWSWIRE) -- EnergyCAP, a pioneer in energy and sustainability enterprise resource planning ("ERP") software, today announced the appointment of two additional executive leaders based in Denver, Colorado. These new leaders have extensive backgrounds in leading high tech - growth organizations.

MMI announces its newest Regional Director of Growth, Heidi Iverson

SALT LAKE CITY, Utah, Sept. 7, 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 that Heidi Iverson has joined the organization as a regional director of growth. In this position, Iverson will consult and strategize with MMI's clientele which now includes more than 40 of the top 50 lenders in the nation, to identify growth opportunities to drive adoption and increase return on investment (ROI).

EPIC Welcomes Parker Rains – Adds to Middle Market Property & Casualty Practice

NASHVILLE, Tenn. and SAN FRANCISCO, Calif., Sept. 6, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Parker Rains has joined the firm as Managing Principal within its Property & Casualty Practice.

McWhirter Names Pamela J. McCabe as Vice President of Property Management Promotes Austin Purvis to Senior Property Manager

BIRMINGHAM, Ala., and ATLANTA, Ga., Sept. 6, 2022 (SEND2PRESS NEWSWIRE) -- Today, McWhirter, a leading commercial real estate services firm in the southeast, announces Pamela J. McCabe joins the Birmingham office as Vice President of Property Management. Additionally, Austin Purvis is promoted to Senior Property Manager.

Matthew Weber and Jonathan Louie Appointed to KROST’s Principal in Development Program

LOS ANGELES, Calif., Aug. 30, 2022 (SEND2PRESS NEWSWIRE) -- Los Angeles-based CPA firm, KROST CPAs & Consultants, appoints Matthew Weber, CPA, MAcc, and Jonathan Louie, CPA, MST, to join KROST's Principal in Development (PID) program.

E3 Association Announces Changes in Staff with Newer Versions of the E3 Brands

BOCA RATON, Fla., Aug. 30, 2022 (SEND2PRESS NEWSWIRE) -- E3 Association, a purveyor of online and offline hybrid membership programs, announced additions and changes in staff and new innovative versions of their divisional brands today. E3 Association is a purveyor of online and offline hybrid membership programs, bringing unique experiences to the different outdoor lifestyles and sports vertices.

Roger Guilian, Former Counsel and Risk Management Expert for ENR Top 100 Engineering Firm, Bolsters Greyling Division of EPIC

ALPHARETTA, Ga. and FAIRHOPE, Ala., Aug. 24, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm's Greyling division as Senior Vice President, Risk Management.

Promontory MortgagePath adds John Gust as Director of Product Management

DANBURY, Conn., Aug. 16, 2022 (SEND2PRESS NEWSWIRE) -- Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced industry veteran John Gust has joined the organization as the director of product management. In this role, Gust leads the product management and user experience teams and is responsible for product strategy, planning, execution, and rollout of Promontory MortgagePath's mortgage fulfillment services and end-to-end technology solution.

Modern Foot & Ankle Expands Foothold in Orlando with Two New Clinics, One New Podiatrist

LAKE MARY, OVIEDO, and CASSELBERRY, Fla., Aug. 11, 2022 (SEND2PRESS NEWSWIRE) -- Modern Foot & Ankle adds two new offices to its growing network of high tech, patient-centric healthcare facilities. These mark the eighth and ninth locations for the multi-regional podiatric group. The Oviedo clinic, which opened in May, is located at 1000 Executive Dr. The address for the Lake Mary office is 2500 W. Lake Mary Blvd.

Klingenstein Fields Advisors Adds Senior Advisor to Its South Florida Team

NEW YORK, N.Y., Aug. 10, 2022 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors) welcomes Michael S. Schiff, J.D., AEP, TEP, as a Managing Director based in the Boca Raton area. He will be joining John A. Pavela, CFA, Managing Director, who heads KF Advisors' south Florida team from its new offices located at 777 South Flagler Drive in West Palm Beach.

EPIC Welcomes Kerry Connor – Joins as National Voluntary Benefits Practice Leader

PHILADELPHIA, Pa. and SAN FRANCISCO, Calif., Aug. 10, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.

Tim Rowe named Vineyard Manager at Domaine Carneros

NAPA, Calif., Aug. 2, 2022 (SEND2PRESS NEWSWIRE) -- As harvest kicks off in Napa this week, Domaine Carneros Winery is pleased to announce the appointment of Tim Rowe, seasoned viticultural expert with over a decade of impressive positions within the California wine industry, to the position of Vineyard Manager. Succeeding Alberto Zamora, who is retiring after a 40-year career in the wine industry, ten of which were spent transforming the vineyards at Domaine Carneros, Rowe states that his new position is a viticulturist's dream.

Housing Finance Strategies Names Industry Leader Jeff Jaffee as Senior Advisor

WASHINGTON, D.C., Aug. 2, 2022 (SEND2PRESS NEWSWIRE) -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance.

EPIC Welcomes Jay Yarid – Adds to EPIC’s Employee Benefits Practice

DALLAS, Texas and SAN FRANCISCO, Calif., Aug. 1, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.

KROST Announces Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax

LOS ANGELES, Calif., July 29, 2022 (SEND2PRESS NESWSWIRE) -- Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.

EPIC Welcomes Natalia Greene, Esq.

ARLINGTON HEIGHTS, Ill. and SAN FRANCISCO, Calif., July 27, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm's Lemme division as Senior Vice President, Risk Management.

Bill Gorab Takes Over Local Edward Jones Branch Office in Colorado Springs

COLORADO SPRINGS, Colo., July 11, 2022 (SEND2PRESS NEWSWIRE) -- Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.

Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer

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.

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