Awards and Honors, Business, Free News Articles, VAR and IT Consulting

Aligned Technology Solutions Ranks No. 2698 on the 2022 Inc. 5000 Annual List

ALEXANDRIA, Va. -- Today, Inc. revealed that Aligned Technology Solutions is No. 2698 on its annual Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy's most dynamic segment-its independent businesses. Facebook, Chobani, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

The companies on the 2022 Inc. 5000 have not only been successful, but have also demonstrated resilience amid supply chain woes, labor shortages, and the ongoing impact of Covid-19. Among the top 500, the average median three-year revenue growth rate soared to 2,144 percent. Together, those companies added more than 68,394 jobs over the past three years.

Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000. The top 500 companies are featured in the September issue of Inc. magazine, which will be available on August 23.

"The accomplishment of building one of the fastest-growing companies in the U.S., in light of recent economic roadblocks, cannot be overstated," says Scott Omelianuk, editor-in-chief of Inc. "Inc. is thrilled to honor the companies that have established themselves through innovation, hard work, and rising to the challenges of today."

About Aligned Technology Solutions:

Since 2010 Aligned has been helping organizations leverage and manage technology to grow and secure their businesses. Aligned is an award-winning technology service provider delivering customized and comprehensive IT solutions for IT Outsourcing, Cybersecurity, Compliance, and Cloud Solutions. Aligned is committed to providing world class customer service and best-of-breed technology solutions that provide our clients competitive advantage in their marketplace.

LEARN MORE AT: https://www.myalignedit.com/

More about Inc. and the Inc. 5000

Methodology

Companies on the 2022 Inc. 5000 are ranked according to percentage revenue growth from 2018 to 2021. To qualify, companies must have been founded and generating revenue by March 31, 2018. They must be U.S.-based, privately held, for-profit, and independent-not subsidiaries or divisions of other companies-as of December 31, 2021. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2018 is $100,000; the minimum for 2021 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to four decimal places. The top 500 companies on the Inc. 5000 are featured in Inc. magazine's September issue. The entire Inc. 5000 can be found at http://www.inc.com/inc5000.

About Inc.

The world's most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including websites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Conference & Gala is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.

For more information on the Inc. 5000 Conference & Gala, visit http://conference.inc.com/.

Related link: https://www.myalignedit.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Awards and Honors, Business, Free News Articles, Software, Taxes and Accounting

PitBullTax Software Named to the 2022 Inc. 5000 List of the Fastest Growing Private Companies in America

CORAL SPRINGS, Fla. -- PitBullTax Software, the Nation's Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2022 Inc. 5000 list of the fastest growing private companies in America.

The list represents a one-of-a-kind look at the most successful companies within the economy's most dynamic segment-its independent businesses. Facebook, Chobani, Under Amour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

The companies on the 2022 Inc. 5000 have not only been successful, but also demonstrated resilience amid supply chain woes, labor shortages and the ongoing impact of COVID-19.

"We are extremely proud of this honor and have worked very hard to grow this company into what it is today," stated Jaime S. Buchwald, CPA, Co-Founder and CEO. "The timing of this award couldn't have come at a better time. With the Inflation Reduction Act giving the IRS $80 billion and the agency looking to hire 87,000 new personnel, IRS enforcement over the next decade will be at all-time high, and the amount of new resolution cases are going to increase astronomically."

Buchwald adds, "With this prestigious award, our licensees and potential licensees will now have even greater confidence in PitBullTax to handle this avalanche of new cases, not only as the nation's leader in IRS tax resolution software, but also as a verified national business leader."

"The accomplishment of building one of the fastest-growing companies in the U.S., in light of recent economic roadblocks, cannot be overstated," says Scott Omelianuk, editor-in-chief of Inc. "Inc. is thrilled to honor these companies that have established themselves through innovation, hard work, and rising to the challenges of today."

Jose Alfaro, Co-Founder and CTO of PitBullTax, said "What a year! Just last month we released Version 7.0, a quantum leap in automation that seamlessly integrates with major tech companies such as Zoom meetings, and synchronizes with Dropbox, Google Drive, One Drive, Outlook and Google Calendar and SMS communication. On top of that, we now join the ranks of the fastest growing companies in America thanks to the dedication of our employees and the loyal support of our licensees, the top IRS tax resolution professionals in the country."

ABOUT PITBULLTAX SOFTWARE:

PitBullTax Software has licensees in all 50 states that rely on the company's software to prepare their clients' IRS resolution cases and automate their IRS tax resolution practices. Innovation, efficiency and making its licensees more profitable are the cornerstones of the company's philosophy.

Learn more at: https://www.pitbulltax.com/

Related link: https://www.pitbulltax.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Awards and Honors, Business, Free News Articles

Sales Boomerang named to Inc. 5000 list for second consecutive year

OWINGS MILLS, Md. -- 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 that the Sales Boomerang borrower intelligence solution made its second consecutive appearance on Inc.'s annual Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America.

Sales Boomerang ranked #708 overall, placing the company among the top 15% of all private companies in America based on three-year revenue growth of 906%. Sales Boomerang was also recognized as the nation's No. 54 fastest-growing financial services company and as the No. 18 fastest-growing company based in Maryland.

In June of this year, Sales Boomerang merged with Mortgage Coach to form the mortgage industry's first automated borrower intelligence, retention and conversion platform. The partnership offers lenders a cohesive system for reaching high-intent loan prospects at the best possible time and empowers borrowers to make financial decisions confidently with lender-branded, interactive loan scenario comparisons.

"At Sales Boomerang, we have always attributed our success to our dedicated team, without whom our platform never would have achieved such momentous growth," said Sales Boomerang and Mortgage Coach Chief Innovation Officer Alex Kutsishin. "Making it onto the Inc. 5000 for the second year in a row speaks to the immense value that our actionable borrower intelligence offers today's mortgage lenders. As Sales Boomerang and Mortgage Coach, we look forward to helping even more lenders take their borrower experience to the next level."

The companies on the 2022 Inc. 5000 have not only been successful, but have also demonstrated resilience amid supply chain woes, labor shortages, and the ongoing impact of Covid-19. Among the top 500, the average median three-year revenue growth rate soared to 2,144%. Together, those companies added more than 68,394 jobs over the past three years.

"The accomplishment of building one of the fastest-growing companies in the U.S., in light of recent economic roadblocks, cannot be overstated," says Scott Omelianuk, editor-in-chief of Inc. "Inc. is thrilled to honor the companies that have established themselves through innovation, hard work, and rising to the challenges of today."

Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000. The top 500 companies are featured in the September issue of Inc. magazine, which will be available on August 23.

About Sales Boomerang and Mortgage Coach:

Sales Boomerang and Mortgage Coach are trusted by more than 300 lenders, including brokers, independent mortgage companies, credit unions and banks to connect borrowers with the right loan at the right time.

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang helps lenders build lasting borrower relationships that maximize lifetime customer value. To learn more, visit https://www.salesboomerang.com.

Mortgage Coach is an award-winning platform that empowers mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower pull-through, repeat business and referrals. To learn more, visit https://www.mortgagecoach.com.

More about Inc. and the Inc. 5000

Methodology

Companies on the 2022 Inc. 5000 are ranked according to percentage revenue growth from 2018 to 2021. To qualify, companies must have been founded and generating revenue by March 31, 2018. They must be U.S.-based, privately held, for-profit, and independent-not subsidiaries or divisions of other companies-as of December 31, 2021. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2018 is $100,000; the minimum for 2021 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to four decimal places. The top 500 companies on the Inc. 5000 are featured in Inc. magazine's September issue. The entire Inc. 5000 can be found at http://www.inc.com/inc5000.

About Inc.

The world's most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including websites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Conference & Gala is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.

For more information on the Inc. 5000 Conference & Gala, visit http://conference.inc.com/.

@SalesBoomerang @MortgageCoach @inc5000

Related link: https://www.salesboomerang.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Awards and Honors, Business, Free News Articles

MMI debuts in top 1500 on the 2022 Inc. 5000 Annual List

SALT LAKE CITY, Utah -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it ranks No. 1499 on the 2022 Inc. 5000 list of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy's most dynamic segment-its independent businesses.

MMI debuts on the list among the top 30% of all private companies in America based on three-year revenue growth of 427%. Earlier this year, MMI also ranked No. 29 on the Inc. 5000 Regionals: Rocky Mountains list.

"The Inc. 5000 list represents some of the most influential businesses in the country and it is an honor to be named among them," said MMI founder and CEO Ben Teerlink. "The team at MMI works tirelessly to turn comprehensive real estate and mortgage production data into actionable insights for our clients and it's clear from our growth that those efforts are paying dividends for our customers and for MMI."

The companies on the 2022 Inc. 5000 have not only been successful, but have also demonstrated resilience amid supply chain woes, labor shortages, and the ongoing impact of Covid-19. Among the top 500, the average median three-year revenue growth rate soared to 2,144 percent. Together, those companies added more than 68,394 jobs over the past three years.

Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000. The top 500 companies are featured in the September issue of Inc. magazine, which will be available on August 23.

"The accomplishment of building one of the fastest-growing companies in the U.S., in light of recent economic roadblocks, cannot be overstated," says Scott Omelianuk, editor-in-chief of Inc. "Inc. is thrilled to honor the companies that have established themselves through innovation, hard work, and rising to the challenges of today."

About Inc.

The world's most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including websites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Conference & Gala is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.

About MMI

Mobility Market Intelligence (MMI) is a market leader in data intelligence and market insight tools for the mortgage and real estate industries. Headquartered in Salt Lake City, the company's signature product, MMI, provides actionable intelligence for lenders, real estate agents, real estate brokerages, title companies and others in the real estate industry. MMI is currently used by more than 350 enterprise customers, including 20 of the top 25 lenders in the country. To learn more, visit https://mmi.io or contact sales@mmi.io.

Related link: https://mmi.io

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Awards and Honors, Business, Free News Articles

Mortgage Women Magazine Names Natalie Arshakian as a 2022 Mortgage Star

SAN DIEGO, Calif. -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that National Mortgage Professional's Mortgage Women Magazine selected Natalie Arshakian, Senior Director and Head of Lock Desk Operations at MCT, to its annual 2022 Mortgage Star Awards.

This year's award recognizes 31 women who rise above the rest to do more for their clients, serve as better mentors, and are committed to making the industry more welcoming through both traditional and creative ways. Mortgage Women Magazine selected this year's Mortgage Stars by analyzing each individual's accomplishments, their philosophies, the way they support those around them, and how they inspire others to better themselves.

The class of women listed as 2022's Mortgage Stars shared their personal stories of their successes, experiences, advice, and solutions via the July 2022 Issue of Mortgage Women. Many of them started in entry-level positions and rose to prominent leadership roles, including Natalie Arshakian.

In a conversation with Mortgage Women Magazine, Arshakian shared that she hopes to lead by example, "so that women know that there is a spot for them at the table." Arshakian believes female mentors are critical to success, as they are "living proof that being a successful woman is achievable and that those who are driven should aim high."

Arshakian believes that initiative and self-motivation are the two most significant contributors to her success and encouraged women starting their careers in the mortgage industry to "find someone successful that you admire and ask how they got their start and what they did to become successful." Arshakian further emphasized that the significant change she'd like to see in the mortgage industry is more collaboration among secondary mortgage market leaders, investors, and technology platforms to enhance the user experience and offer more efficient processes industrywide.

Arshakian has over ten years of experience working in financial services and holds a B.A. in Political Science from UCLA. Arshakian's expertise lies in the areas of locking, pricing, data analysis, team leadership, mentoring, pipeline building, internal process creation, risk management, and auditing. Currently, she leads and mentors a team of over 40 analysts who provide services to over 65 clients that lock over $7 billion a month.

About MCT:

Founded in 2001, Mortgage Capital Trading, Inc. (MCT) has grown from a boutique mortgage pipeline hedging firm into the industry's leading provider of fully integrated capital markets services and technology. MCT offers an array of best-in-class services and software covering mortgage pipeline hedging, best execution loan sales, outsourced lock desk solutions, MSR portfolio valuations, business intelligence analytics, mark to market services, and an award-winning comprehensive capital markets software platform called MCTlive!

MCT supports independent mortgage bankers, depositories, credit unions, warehouse lenders, and correspondent investors of all sizes. Headquartered in San Diego, California, MCT also has offices in Philadelphia, Healdsburg, and San Antonio. MCT is well known for its team of capital markets experts and senior traders who continue to provide the boutique-style hands-on engagement clients love. For more information, visit https://mct-trading.com/ or call (619) 543-5111.

About National Mortgage Professional:

National Mortgage Professional focuses exclusively on the mortgage industry. From daily news feeds to specialty newsletters, from magazines to webinars, from in-person events to Facebook Live interactions, National Mortgage Professional dominates the market for mortgage insight. Their publications - NMP, Mortgage Banker and Mortgage Women - have been must-read magazines for decades.

Related link: https://mct-trading.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Awards and Honors, Business, Free News Articles

BC Wood Products in Ashland Receives Virginia SHARP Designation Under the Virginia Department of Labor and Industry’s (DOLI) Safety and Health Achievement Recognition Program

RICHMOND, Va. -- Commissioner Gary G. Pan announced today that the BC Wood Products in Ashland, Virginia, has been certified as a Virginia SHARP Worksite under the Virginia Occupational Safety and Health (VOSH) Safety and Health Achievement Recognition Program (SHARP), the agency's highest level of recognition for excellence in safety and health management systems for small businesses.

"This outstanding achievement in occupational safety and health has come through the dedication and hard work of BC Wood Products employees and management. I commend BC Wood Products for embracing the cooperative spirit of the SHARP program, and congratulate them on their hard-earned certification as a Virginia SHARP Worksite," said Commissioner Pan.

BC Wood Products commitment to providing a safe and healthy workplace for its employees is demonstrated by its low injury and illness rates. The Ashland facility has a total three-year average for the TCIR (Total Case Incident Rate for injuries and illnesses) of 1.5 compared with a Bureau of Labor Statistics (BLS) national rate of 5.1, representing a TCIR rate 71% lower than the national average for the industry. The site's three-year average DART rate (Days Away, Restricted, or Transferred injury and illness cases) is .9, compared with the 3.5 national rate, which is 72% below the national average for the industry.

As part of the recognition for achieving Virginia SHARP status, the worksite is entitled to fly the Virginia "SHARP Worksite" flag. The process for reaching Virginia SHARP status is extensive to ensure that only the very best companies qualify. Currently, there are only 14 Virginia SHARP sites in the state. BC Wood Products site has set a standard of excellence that is second to none.

Virginia businesses that participate in SHARP substantially improve safety and health protection for thousands of Virginia employees through cooperative efforts to reduce injuries, illnesses, and fatal accidents. SHARP worksites regularly report decreased bottom line costs associated with dramatically reduced injury and illness rates (an average of approximately 50% below the respective industry average), and improved productivity and employee morale. Reducing private sector employer costs associated with injuries, illnesses, and fatal accidents enhances a company's economic viability and competitiveness, and increases available capital for reinvestment, expansion, and new hiring.

DOLI operates six recognition programs. These include:

1. Virginia STAR is a cooperative relationship between the VOSH program, the employer, and the employees that include the agreement of company leaders to operate exceptional safety and health management systems that meet a rigorous set of occupational safety and health criteria. Participating employers agree to voluntarily participate in the program and to directly involve employees in all aspects of the company's safety and health management systems. Requirements include an extensive application process, submission of written safety and health policies and procedures, demonstration of successful implementation of those programs through injury and illness rates that are below the national average for the employer's industry, and an intensive weeklong inspection by a team of VPP experts.

2. Virginia BEST (Building Excellence in Safety, Health and Training) is a strategic partnership between the DOLI and the Associated General Contractors of Virginia (AGCVA) that recognizes AGCVA members who voluntarily implement highly effective safety and health management systems to benefit construction workers and reduce or eliminate injuries, illnesses, and fatalities on construction sites in Virginia.

3. Virginia BUILT is a new strategic partnership between the DOLI and the Associated Builders and Contractors of Virginia (ABCVA) and is designed to encourage and recognize ABC-VA members who voluntarily implement highly effective safety and health management systems to benefit construction workers and reduce or eliminate injuries, illnesses, and fatalities on construction sites in Virginia. The Virginia BUILT program incorporates the ABC STEP program (Safety Training Evaluation Process) as the gateway to participation in Virginia BUILT.

4. Virginia CHALLENGE is a formal three stage recognition program that dramatically improves safety and health at the worksite and prepares the company to apply for Virginia STAR recognition.

5. VOSH-VADOC CHALLENGE is a strategic partnership between the DOLI and the Virginia Department of Corrections (VADOC) to recognize safety and health excellence at correctional facilities around the Commonwealth. Three stages of participation in VADOC Challenge prepare a site to apply for Virginia STAR recognition. Virginia has the only two correctional facilities in the nation to have received VPP STAR status, Augusta and Lunenburg Correctional Centers. Additional information can be obtained by contacting the DOLI office closest to you at www.doli.virginia.gov or contact Milford Stern, VPP Manager, at (540) 562-3580, ext. 123, or Milford.Stern@doli.virginia.gov.

6. The Safety and Health Achievement Recognition Program (SHARP) recognizes businesses of 250 employees or fewer and is administered by the DOLI Consultative Services Division. Contact Tracy Michaud, Consultation Program Manager, at (804) 786-8707 or tracy.michaud@doli.virginia.gov.

DOLI also offers free On-Site Consultation Services to help employers better understand and voluntarily comply with VOSH standards. Priority is given to high hazard workplaces with 250 or fewer employees and all services are offered to employers at no cost. On-Site Consultation Services helps employers identify and correct potential safety and health hazards by conducting walk-through surveys (without citations or penalties), abatement advice, on-site training, and program assistance to develop safety and health programs. Additional information about On-Site Consultation Services can be obtained by contacting the DOLI office closest to you at www.doli.virginia.gov or by contacting Tracy Michaud, Consultation Program Manager, at (804) 786-8707, or tracy.michaud@doli.virginia.gov.

The Virginia Occupational Safety and Health (VOSH) program is financed in part by a grant from the U. S. Department of Labor, Occupational Safety and Health Administration (OSHA), under §23(g) of the Occupational Safety and Health Act of 1970. The FFY21 Virginia State Plan is funded by a grant of $4,332,400 federal funds, which constitutes 50% of the State Plan budget excluding any state overmatch funds. Zero percent, or $0.00 of the State Plan budget, is financed through nongovernmental sources.

The Virginia On-Site Consultation Cooperative Agreement program is financed in part by a grant from the U. S. Department of Labor, Occupational Safety and Health Administration (OSHA), under §21(d) of the Occupational Safety and Health Act of 1970. The FFY21 Virginia Consultation program is funded by a grant of $1,189,200 federal funds, which constitutes 90% of the Virginia Consultation program budget excluding any state overmatch funds. Zero percent, or $0.00 of the Virginia Consultation budget, is financed through nongovernmental sources.

Related link: https://www.doli.virginia.gov/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Awards and Honors, Business, Free News Articles

Southwestern Investment Group’s Jesse Scroggins Named to Forbes’ List of Top Next-Gen Wealth Advisors

FRANKLIN, Tenn. -- Southwestern Investment Group, an independent wealth management company, is pleased to announce that Jesse Scroggins, Executive Vice President and head of the Jesse Scroggins Wealth Team, has been named to Forbes' list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead - or are viewed as potential leaders of - their teams.

Jesse specializes in financial planning and holds the Accredited Asset Management Specialist (AAMS(r)) designation, has received his Series 7 and Series 66 licenses, and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC. The Jesse Scroggins Wealth Team, based in Homewood, AL, takes a highly personal approach to serving its clients, offering convenience and simplicity so clients can focus on what is important to them.

"On behalf of the firm, I want to congratulate Jesse for this significant achievement," said Jeff Dobyns, President of Southwestern Investment Group. "He is an invaluable contributor to our team, and we couldn't be more proud of his work and the leadership he continues to demonstrate. Jesse is the true embodiment of our firm's values and our approach to serving clients."

The ranking, developed by Forbes' partner, SHOOK Research, is based on an algorithm of qualitative and quantitative data, weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.

Since its beginning in 2002, Southwestern Investment Group's family of advisors has come together to provide clients with a service level that is both personal and intimate, while offering the products of a large-scale organization, thanks to its relationship with broker/dealer Raymond James Financial Services. To learn more, visit the company's website at https://www.swinvestmentgroup.com/.

About Southwestern Investment Group:

As of 3/31/2022. Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a small organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit swinvestmentgroup.com.

About Raymond James Financial Services:

As of 3/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada, and overseas. Total client assets are $1.26 trillion. Additional information is available at https://www.raymondjames.com/.

Legal Disclaimer:

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group and Jesse Scroggins Wealth Team are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(r), CERTIFIED FINANCIAL PLANNER(tm), CFP(r) (with plaque design) and CFP(r) (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Forbes Next-Gen Wealth Advisors - Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors' location, 1,357 virtual interviews and 3,513 individuals considered and 1,000 individuals won the Next-Gen ranking. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. For more information and complete details on methodology, go to https://www.shookresearch.com/

Related link: https://www.swinvestmentgroup.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Awards and Honors, Business, Free News Articles

Southwestern Investment Group’s Lucas Swatzell Named to Forbes’ List of Top Next-Gen Wealth Advisors

FRANKLIN, Tenn. -- Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes' list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead - or are viewed as potential leaders of - their teams.

Lucas specializes in long-term planning, has received his Series 7 and Series 66 licenses, and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC. The Swatzell Wealth Team, with offices in Franklin and Columbia, TN, focuses on helping its clients meet their unique goals and objectives and in building lasting relationships with them.

"On behalf of Southwestern Investment Group, I want to congratulate Lucas on this outstanding and well-deserved honor," said Jeff Dobyns, President of Southwestern Investment Group. "His expertise has added significant value to our firm. Lucas has also been a tremendous role model to his team, and we are very proud of the impact he continues to make in the lives of his clients and colleagues."

The ranking, developed by Forbes' partner, SHOOK Research, is based on an algorithm of qualitative and quantitative data, weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.

Since its beginning in 2002, Southwestern Investment Group's family of advisors has come together to provide clients with a service level that is both personal and intimate, while offering the products of a large-scale organization, thanks to its relationship with broker/dealer Raymond James Financial Services. To learn more, visit the company's website at swinvestmentgroup.com.

About Southwestern Investment Group:

As of 3/31/2022. Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a small organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit https://www.swinvestmentgroup.com/.

About Raymond James Financial Services:

As of 3/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada, and overseas. Total client assets are $1.26 trillion. Additional information is available at https://www.raymondjames.com/ .

Legal Disclaimer:

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group and Swatzell Wealth Team are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.

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The Forbes Next-Gen Wealth Advisors - Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors' location, 1,357 virtual interviews and 3,513 individuals considered and 1,000 individuals won the Next-Gen ranking. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. For more information and complete details on methodology, go to https://www.shookresearch.com/

Related link: https://www.swinvestmentgroup.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Awards and Honors, Business, Free News Articles

Mortgage Professional America Magazine Names Natalie Arshakian to List of Elite Women For 2022

SAN DIEGO, Calif. -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Natalie Arshakian has been selected to Mortgage Professional America (MPA) magazine's list of Elite Women in Mortgage for 2022. The annual awards, now in their sixth year, celebrate 67 successful women who are taking on gender inequality in leadership by continuously challenging societal expectations. These women don't let unconscious biases prevent them from breaking the mold as they rewrite the rules and work to make the mortgage industry more inclusive for all people, no matter their gender identity.

Natalie Arshakian, Senior Director of LockCentral at MCT, is an exceptional female leader working in a role that beneficially impacts the mortgage industry. Arshakian started as an entry-level analyst at MCT, and within five years, she was promoted six times to her current position. She has over seven years of experience working in financial services and holds a foundational B.A in Political Science from UCLA. Arshakian's expertise lies in the areas of locking, pricing, data analysis, team leadership, mentoring, pipeline building, internal process creation, risk management and auditing.

Arshakian leads and mentors a team of 35 analysts who provide services to over 65 clients that lock over $7 billion a month. Arshakian's Lock Desk employee training program, commonly called Secondary Boot Camp, has provided a foundation of knowledge that has led to numerous growth opportunities within the secondary mortgage market. Her training and mentorship have enabled dozens of analysts to move from the Lock Desk into Trading, MSR, Programming, and Sales divisions at MCT. She has been instrumental in building the largest outsourced lock desk service provider in the nation.

MPA's Elite Women program is now in its sixth year. Nominators were asked to describe the nominee's standout professional achievements over the past 12 months, along with their contributions to diversity and inclusion in the industry and how they've given back through volunteer roles and charity work. After a thorough review of all the nominations, the MPA team narrowed down the list to the final 67 Elite Women who have made their mark on the industry.

About MCT:

Founded in 2001, Mortgage Capital Trading, Inc. (MCT) has grown from a boutique mortgage pipeline hedging firm into the industry's leading provider of fully integrated capital markets services and technology. MCT offers an array of best-in-class services and software covering mortgage pipeline hedging, best execution loan sales, outsourced lock desk solutions, MSR portfolio valuations, business intelligence analytics, mark to market services, and an award-winning comprehensive capital markets software platform called MCTlive! MCT supports independent mortgage bankers, depositories, credit unions, warehouse lenders, and correspondent investors of all sizes.

Headquartered in San Diego, California, MCT also has offices in Philadelphia, Healdsburg, and San Antonio. MCT is well known for its team of capital markets experts and senior traders who continue to provide the boutique-style hands-on engagement clients love.

For more information, visit https://mct-trading.com/ or call (619) 543-5111.

About Mortgage Professional America:

Mortgage Professional America (MPA) is the mortgage & finance industry's trusted source of news, opinion and analysis. MPA provides a real-time web service that keeps time-poor mortgage & finance professionals up to date with the latest breaking news, cutting-edge opinion, and expert analysis affecting both their business, and their industry as a whole.

RELATED LINKS:

https://mct-trading.com/solutions/mortgage-hedging/

https://www.mpamag.com/us/best-in-mortgage/elite-women-2022/411498

Related link: https://mct-trading.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Awards and Honors, Business, Free News Articles

Mortgage Banker Magazine Names Curtis Richins on Legends of Lending List

SAN DIEGO, Calif. -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Curtis Richins, President of MCT, has been selected to Mortgage Banker Magazine's inaugural "Legends of Lending" list. The magazine's inaugural class was compiled to highlight the most talented, ambitious, and legendary individuals who are achieving excellence and making a difference in the mortgage industry.

As part of the selection, Mr. Richins was asked to share what he views as his most "legendary" value, which he described as being a "learn-it-all" rather than a know-it-all. "I am constantly seeking input and advice from the people around me to gather all the facts before coming to a decision," he continued. "I value a team-oriented approach rather than an individual one when it comes to matters both at work and in my personal life," stated Richins. This approach is what inspires him to continually seek out new ideas that will push MCT forward.

Mr. Richins was also asked to offer his thoughts on the main problems facing the mortgage industry today and how he hopes to address them, which he identified as bouts of illiquidity and price dislocation that can have a dramatic and negative impact on market participants.

"In response to this market dislocation, MCT created a digital whole loan marketplace to connect buyer and seller regardless of approval status, creating an important new pool of liquidity for sellers," he explained. "Out of the crisis, BAM Marketplace was born and has now become the largest digital whole loan marketplace with more than $1 billion in whole loans auctioned on the platform."

"The mortgage industry continues to make huge strides in automating and digitizing all aspects of the mortgage value change," explained Richins. When asked for his thoughts on the future of the industry, he hopes the same innovation will translate to the secondary market in the coming years. Those interested in learning more about the features and benefits of MCT's award-winning technology, services, and leadership team are encouraged to contact MCT for more information.

About MCT:

Founded in 2001, Mortgage Capital Trading, Inc. (MCT) has grown from a boutique mortgage pipeline hedging firm into the industry's leading provider of fully integrated capital markets services and technology. MCT offers an array of best-in-class services and software covering mortgage pipeline hedging, best execution loan sales, outsourced lock desk solutions, MSR portfolio valuations, business intelligence analytics, mark to market services, and an award-winning comprehensive capital markets software platform called MCTlive! MCT supports independent mortgage bankers, depositories, credit unions, warehouse lenders, and correspondent investors of all sizes.

Headquartered in San Diego, California, MCT also has offices in Philadelphia, Healdsburg, and San Antonio. MCT is well known for its team of capital markets experts and senior traders who continue to provide the boutique-style hands-on engagement clients love.

For more information, visit https://mct-trading.com/ or call (619) 543-5111.

RELATED LINKS:

https://mct-trading.com/bam-marketplace-loan-exchange/

https://nationalmortgageprofessional.com/magazine/mortgage-banker-magazine/legends-lending/digital-edition

Related link: https://mct-trading.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022