Tags Finance

Tag: Finance

Mortgage tech veteran James Vinci joins Cloudvirga to expand company’s industry-transforming vision

eNewsChannels NEWS: -- Cloudvirga(TM), a leading provider of digital mortgage software, today announced that mortgage industry veteran James Vinci has been selected to fill the firm's newly created executive vice president of technology position. In this role, Vinci will execute Cloudvirga's technical vision, oversee initiatives to strengthen developer talent and collaborate across departments to scale technical initiatives to the company's explosive growth.

LBA Ware Recruits Mortgage Compensation Leader Mari Denton as Director of Client Success

eNewsChannels NEWS: -- LBA Ware(TM), the leading provider of automated incentive compensation and sales performance management software for mortgage lenders, today announced the appointment of Mari Denton as director of client success. An experienced finance professional, Denton has spent the last decade of her career in senior roles at some of the nation's largest banks and independent mortgage lenders.

Florida Enrolled Agent Jeffrey Schneider, CTRS, NTPIF of SFS Tax Services Earns ACT-E Designation

eNewsChannels NEWS: -- Jeffrey Schneider, EA, CTRS, NTPIF, ACT-E of SFS Tax & Accounting Services and SFS Tax Problem Solutions in Stuart, Florida, a tax preparation and tax resolution firm, has received the Advanced Crypto Tax Expert designation (ACT-E).

Bindable announces investment round led by EPIC Holdings, Motive Partners and Wafra

eNewsChannels NEWS: -- Bindable, an insurance technology company whose goal is to transform the affinity distribution of insurance, today announced an investment from EPIC Holdings, the corporate parent overseeing investments across the entire EPIC platform, including EPIC Insurance Brokers & Consultants, and a Wafra advised fund, in conjunction with Motive Partners, a global private equity firm focused on investing in financial technology companies.

EPIC Insurance Acquires Direct Retail Wine Industry Business from Paragon

eNewsChannels NEWS: -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the purchase of a retail wine industry book of business from Managing General Agency (MGA) Paragon Insurance Holdings LLC. The accounts in question came to Paragon in the fall of 2017 when they acquired wine industry specialist John Sutak Insurance Brokers, along with two winery programs from the Argo Group.

Paragon Insurance Holdings LLC Sells its Direct Retail Wine Industry Business

eNewsChannels NEWS: -- Paragon Insurance Holdings LLC today announced the sale of the firm's direct retail wine industry business to retail insurance broker EPIC Insurance Brokers & Consultants. The accounts in question came to Paragon in the fall of 2017 when they purchased wine industry specialist John Sutak Insurance Brokers, along with two winery programs from the Argo Group.

Juliana Rowland Joins Bank of Southern California, N,A, as Managing Director in Orange County

eNewsChannels NEWS: -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Juliana Rowland as Managing Director in Orange County. She will be responsible for cultivating new client relationships for the Bank with a focus on Orange County's business community.

Insurance professional Michael Power joins Frenkel and Company operations in New York as a Principal

eNewsChannels NEWS: -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Michael Power has joined the firm's operations in New York as a Principal. Power will be responsible for new business development; management of property/casualty insurance programs; and providing risk management strategies and solutions.

Tandis Nili Joins Frenkel and Company in New York to Strengthen International Risk Consulting Operations

eNewsChannels NEWS: -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Tandis Nili has joined the firm's operations in New York as Senior Vice President and leader of the Global Services Division. Nili is based in Frenkel's New York, NY office at 350 Hudson Street and reports to John F. Kelly, President and CEO of Frenkel & Company.

Mortgage Capital Trading Hires Industry Vet Rhiannon Bolen as Regional Sales Manager to Satisfy Increasing Demand for its Fintech Solutions

eNewsChannels NEWS: -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Rhiannon Bolen has joined the company's sales team as one of its Regional Sales Managers and will be responsible for overseeing the Southern territory.

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