Mar, 06
2014
Banking and Finance, Business, Management Changes

ReverseVision Adds Mark Johnson as Customer Support Manager, Moves Joseph Rinner to Product Manager

Author: ReverseVision, Inc.
Dateline: San Diego, California (SAN DIEGO, Calif.)  | Thu, 06 Mar 2014

freeNewsArticles Story Summary: “ReverseVision, a leading software and technology provider for the reverse mortgage industry, today announced that industry expert Mark Johnson has joined its team in the role of Customer Service Manager. Johnson, who brings more than twenty years of reverse mortgage expertise, replaces Joseph Rinner who has moved into the role of Product Manager.”



ARTICLE:

ReverseVision, a leading software and technology provider for the reverse mortgage industry, today announced that industry expert Mark Johnson has joined its team in the role of Customer Service Manager. Johnson, who brings more than twenty years of reverse mortgage expertise, replaces Joseph Rinner who has moved into the role of Product Manager.

Prior to joining ReverseVision, Johnson played lead roles with reverse lender mainstays such as Generation Mortgage, Financial Freedom and Unity Mortgage.

"I've had my hands in the reverse lending space since its early days," said Johnson, "and I'm excited to apply what I know to help the vast majority of the industry which makes up our customer base."

By hiring Johnson, ReverseVision can now shift Rinner's attention to designing new tools focused on helping Originators to be more successful. ReverseVision recruited Rinner last year to draw upon his practical knowledge and experience in the industry. Rinner played various origination roles with leading lenders including AAG, Liberty Home Equity Solutions, and Generation Mortgage. He has personally closed hundreds of reverse mortgages, and his expertise in the sales side of the business makes him an ideal fit for this Product Manager role.

"I know what tools worked for me in the past, and I've thought about the tools I wish I had," stated Rinner. "I plan on combining my knowledge with what our customers want us to bring to market to produce some amazing enhancements to our platform."

The first module Rinner is targeted to release is a contact management system (CMS).

"ReverseVision is focused on serving its loyal base of reverse mortgage lenders with superior technology solutions and expertise across all aspects of your business," said ReverseVision President John Button. "Adding Mark, a professional of unparalleled expertise, and better leveraging Joe's origination background, helps us better serve our clients and the industry."

About ReverseVision:

ReverseVision, Inc. is a leading software and technology provider for the reverse mortgage industry offering products and services focused exclusively on reverse mortgages. More reverse mortgages are originated monthly using ReverseVision than all other systems combined. ReverseVision has partnered with some of the finest and fastest growing lending organizations in the US to provide the leading reverse mortgage technology to brokers, correspondents, lenders and investors.

ReverseVision is recognized as a driving innovator in the reverse mortgage industry. ReverseVision continues to improve their software with frequent new innovations building on pioneering capabilities in reverse mortgage interactive graphs, scenario analysis, multi-environment performance analysis and workflow in the origination process.

More information: http://reversevision.com/ .

###

Copyright © 2014 by ReverseVision, Inc. and Send2Press® Newswire, a service of Neotrope® - all rights reserved. Information believed accurate but not guaranteed. Sourced on: freeNewsArticles.com.

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• Media Contact Information: https://www.send2press.com/mediadrome/2014-03-0306-004.txt

• Story Title: ReverseVision Adds Mark Johnson as Customer Support Manager, Moves Joseph Rinner to Product Manager
• REFERENCE KEYWORDS/TERMS: Mortgage Tech, San Diego, California, reverse mortgage industry, Banking and Finance, Business, Management Changes, SAN DIEGO, Calif..

IMPORTANT NOTICE: some content which is considered "old" or "archival" may reference an event which has already occurred; some content possibly considered "advertorial" may also reference a promotion or time-limited/sensitive offering, and in all of these instances certain material may no longer be valid. For notably stale content, you should directly contact the company/person mentioned in the text (ReverseVision, Inc.); this site cannot assist you with information about products/services mentioned in the news article, nor handle any complaints or other issues related to any person/company mentioned or promoted in the above text. Information believed accurate but not guaranteed as of original date of story [Thu, 06 Mar 2014 17:06:34 GMT].

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NEWS SOURCE: ReverseVision, Inc. :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by Send2Press® Newswire, a service of Neotrope®.
Mar, 03
2014
Insurance, Management Changes

EPIC adds Senior Consultant Cheryl Doege in San Francisco

Author: Edgewood Partners Insurance Center
Dateline: San Francisco, California (SAN FRANCISCO, Calif.)  | Mon, 03 Mar 2014

freeNewsArticles Story Summary: “Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, has added Cheryl Doege as a senior consultant to their national employee benefits consulting practice. Doege brings 23 years of experience in human resources and benefits consulting to EPIC with specialties in benefit program design and funding strategies.”



ARTICLE:

Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, has added Cheryl Doege as a senior consultant to their national employee benefits consulting practice. Doege brings 23 years of experience in human resources and benefits consulting to EPIC with specialties in benefit program design and funding strategies.

"Cheri's deep industry knowledge and client management experience will be key to delivering service excellence as EPIC grows nationally," said Dana Liedel, Managing Principal for EPIC's National Employer Services(SM) platform. "We are excited to have such a strong professional of Cheri's caliber join our rapidly expanding team."

As a senior consultant for EPIC, Doege's responsibilities will include providing clients with strategic leadership and program design and management in the rapidly evolving health and benefits marketplace.

Prior to joining EPIC, Doege served as a Partner and Client Relationship Manager at Mercer, LLC. for 12 years. She was promoted to this position after working as a Principal and Health and Benefits Plan Lead Consultant for more than ten years.

Doege holds a Bachelor of Arts degree in English from Westminster College in New Wilmington, Pa. and the Certified Employee Benefits Specialist Designation from Wharton School, University of Philadelphia. She also earned a Certified Compensation Professional Designation from World at Work and is a graduate of the Human Resources Certificate program from the University of Pittsburgh.

In addition to her experience and education, Doege is active in numerous industry associations such as the Western Pension and Benefits Council, Northern California Employee Benefits Council, Bay Area Compensation Association and International Society of Certified Employee Benefits Specialists.

Outside of work, Doege serves on the board of the Olympic Club Foundation supporting underprivileged youth.

Cheryl Doege can be reached at:
EPIC
135 Main St.
Floor 21
San Francisco, CA 94105
415-356-3948 Phone
650-670-7343 Mobile
cdoege[at]edgewoodins.com
LinkedIn : http://www.linkedin.com/in/cherylcheridoege/ .

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions across California and as a "Best Place to Work in the Insurance Industry" nationally.

The 8th largest broker based in the U.S. West, EPIC has more than 450 team members operating from nine offices across California (Los Angeles, Irvine, Inland Empire, Fresno, Folsom, San Francisco, San Mateo, Petaluma and San Ramon) and in Atlanta, Boston, Chicago, Denver and New York.

With more than $100 million in revenues, EPIC ranks among the top 30 retail insurance brokers in the United States. Backed by the Carlyle Group and Stone Point Capital, the company's strategic plan calls for a dramatic increase in revenue ($250 million by 2018) and further expansion across the country. For additional information, please visit http://www.edgewoodins.com/ .

###

Copyright © 2014 by Edgewood Partners Insurance Center and Send2Press® Newswire, a service of Neotrope® - all rights reserved. Information believed accurate but not guaranteed. Sourced on: freeNewsArticles.com.

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• Story Title: EPIC adds Senior Consultant Cheryl Doege in San Francisco
• REFERENCE KEYWORDS/TERMS: Cheryl Doege, San Francisco, California, National Employer Services, Insurance, Finance, Management Changes, SAN FRANCISCO, Calif..

IMPORTANT NOTICE: some content which is considered "old" or "archival" may reference an event which has already occurred; some content possibly considered "advertorial" may also reference a promotion or time-limited/sensitive offering, and in all of these instances certain material may no longer be valid. For notably stale content, you should directly contact the company/person mentioned in the text (Edgewood Partners Insurance Center); this site cannot assist you with information about products/services mentioned in the news article, nor handle any complaints or other issues related to any person/company mentioned or promoted in the above text. Information believed accurate but not guaranteed as of original date of story [Mon, 03 Mar 2014 09:00:51 GMT].

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NEWS SOURCE: Edgewood Partners Insurance Center :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by Send2Press® Newswire, a service of Neotrope®.
Feb, 27
2014
Insurance, Management Changes

EPIC adds Director of Account Executives Sean Leonard to its Southeast division, The McCart Group

Author: Edgewood Partners Insurance Center
Dateline: Duluth, Georgia (DULUTH, Ga.)  | Thu, 27 Feb 2014

freeNewsArticles Story Summary: “Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Sean Leonard to the employee benefits consulting practice in their Southeast division, The McCart Group. Leonard brings more than 19 years of managerial experience in human resource and benefits, including 12 years spent in benefits consulting, insurance sales and client relationship management.”



ARTICLE:

Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Sean Leonard to the employee benefits consulting practice in their Southeast division, The McCart Group. Leonard brings 19+ years of managerial experience in human resource and benefits, including 12 years spent in benefits consulting, insurance sales and client relationship management.

Known for his strong technical understanding of health underwriting and benefits consulting, Leonard holds both the Registered Health Underwriter (RHU) and the Registered Employee Benefits Consultant (REBC) professional designations.

Leonard will serve as Director of Account Executives for Group Benefits for EPIC's operations in the southeast. In this role, Leonard will lead the benefits service team by increasing efficiencies, consistency and overall service excellence to clients. Leonard will also oversee strategy development and support and management of the account team while producing and managing his own book of business.

Before joining EPIC, Leonard worked in Human Resources for Kohl's and Nordstrom, Inc. where he was involved with hiring, training and implementing HR practices for store operations.

In 2002, Leonard transitioned into Benefits Consulting. In this role, Leonard created and implemented employee engagement programs and comprehensive, year-round benefits as well as cost saving strategies. In 2006, Leonard joined Northwestern Benefit Corp. as a Large Group Benefit Consultant, where he maintained a nearly 100 percent client retention rate over the 7-plus years he worked there, prior to joining The McCart Group.

"Sean's commitment to his craft is outstanding," said Steve Needle, Managing Principal of Employer Services for The McCart Group. "He brings high energy to his work and his team. Our clients will truly benefit from his knowledge and experience."

Leonard attended the University of Tennessee, where he studied Marketing and Communications. He is a lifelong fan of the Chicago Cubs, which is evidenced by his dog's name, Wrigley, whom he adores. In addition, Sean is an avid runner, having completed several 5Ks and half marathons.

Sean Leonard can be reached at:

The McCart Group - an EPIC Company
2405 Satellite Blvd., Suite 200
Duluth, GA 30096
678-240-4520 Phone
678-622-0127 Cell
sean.leonard[at]mccart.com

About EPIC:

EPIC (Edgewood Partners Insurance Center) is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions across California and as a "Best Place to Work in the Insurance Industry" nationally.

The 8th largest broker based in the U.S. West, EPIC has more than 450 team members operating from nine offices across California (Los Angeles, Irvine, Inland Empire, Fresno, Folsom, San Francisco, San Mateo, Petaluma and San Ramon) and in Atlanta, Boston, Chicago, Denver and New York.

With more than $100 million in revenues, EPIC ranks among the top 30 retail insurance brokers in the United States. Backed by the Carlyle Group and Stone Point Capital, the company's strategic plan calls for a dramatic increase in revenue ($250 million by 2018) and further expansion across the country. Learn more: http://www.edgewoodins.com/ .

###

Copyright © 2014 by Edgewood Partners Insurance Center and Send2Press® Newswire, a service of Neotrope® - all rights reserved. Information believed accurate but not guaranteed. Sourced on: freeNewsArticles.com.

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• Story Title: EPIC adds Director of Account Executives Sean Leonard to its Southeast division, The McCart Group
• REFERENCE KEYWORDS/TERMS: Sean Leonard, Duluth, Georgia, The McCart Group, Insurance, Finance, Management Changes, DULUTH, Ga..

IMPORTANT NOTICE: some content which is considered "old" or "archival" may reference an event which has already occurred; some content possibly considered "advertorial" may also reference a promotion or time-limited/sensitive offering, and in all of these instances certain material may no longer be valid. For notably stale content, you should directly contact the company/person mentioned in the text (Edgewood Partners Insurance Center); this site cannot assist you with information about products/services mentioned in the news article, nor handle any complaints or other issues related to any person/company mentioned or promoted in the above text. Information believed accurate but not guaranteed as of original date of story [Thu, 27 Feb 2014 09:00:24 GMT].

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NEWS SOURCE: Edgewood Partners Insurance Center :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by Send2Press® Newswire, a service of Neotrope®.
Feb, 26
2014
Management Changes

ReverseVision Adds Chief Technology Officer Jason Meches

Author: ReverseVision, Inc.
Dateline: San Diego, California (SAN DIEGO, Calif.)  | Wed, 26 Feb 2014

freeNewsArticles Story Summary: “ReverseVision, Inc., a leading software and technology provider for the reverse mortgage industry, has added Jason Meches as Chief Technology Officer (CTO). In this role, Meches will have responsibility for the development and operations of ReverseVision technology products.”



ARTICLE:

ReverseVision, Inc., a the leading software and technology provider for the reverse mortgage industry, has added Jason Meches as Chief Technology Officer (CTO). In this role, Meches will have responsibility for the development and operations of ReverseVision technology products.

"ReverseVision is committed to providing dynamic technology solutions that add productivity and intelligence to the residential finance industry," said ReverseVision President John Button. "Jason Meches has the expertise to ensure we anticipate our clients' needs and deliver solutions that positively impact their business."

Meches' background includes roles as VP Software Development, System Architect, Software Engineering Manager and Lead Developer at firms such as Seamgen (custom software), Fidelity Info Services (investment management) and Protocol Marketing Group (digital marketing.) His projects have included development teams based in both the US and overseas in India and China. He brings diverse experience in establishing development processes, managing agile development methods and successful delivery of advanced technology products.

With Meches in this new CTO role, ReverseVision will advance several key business initiatives in 2014, including the development of a new loan originator productivity toolset for its reverse mortgage loan origination system (RLOS)-the RV Exchange. Additionally, Meches will spearhead the launch of RV University (RVU), an on-line learning platform that will include coursework, training content, industry information resources, and more. And, he is also orchestrating the deployment of RV Document Management, a system for supporting paperless loan files throughout the lending life cycle.

"ReverseVision is in a great position to support the needs of reverse mortgage lenders through technology," said ReverseVision CTO Jason Meches "My objective is to engage precision project management and process standardization to advance from desired outcome to full functionality."

About ReverseVision:

ReverseVision, Inc. is the leading software and technology provider for the reverse mortgage industry offering products and services focused exclusively on reverse mortgages. More reverse mortgages are originated monthly using ReverseVision than all other systems combined. ReverseVision has partnered with some of the finest and fastest growing lending organizations in the US to provide the leading reverse mortgage technology to brokers, correspondents, lenders and investors. ReverseVision is recognized as a driving innovator in the reverse mortgage industry. ReverseVision continues to improve their software with frequent new innovations building on pioneering capabilities in reverse mortgage interactive graphs, scenario analysis, multi-environment performance analysis and workflow in the origination process.

More information: http://reversevision.com/ .

###

Copyright © 2014 by ReverseVision, Inc. and Send2Press® Newswire, a service of Neotrope® - all rights reserved. Information believed accurate but not guaranteed. Sourced on: freeNewsArticles.com.

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• Story Title: ReverseVision Adds Chief Technology Officer Jason Meches
• REFERENCE KEYWORDS/TERMS: John Button, San Diego, California, reverse mortgage industry, Management Changes, Finance, Computing, SAN DIEGO, Calif..

IMPORTANT NOTICE: some content which is considered "old" or "archival" may reference an event which has already occurred; some content possibly considered "advertorial" may also reference a promotion or time-limited/sensitive offering, and in all of these instances certain material may no longer be valid. For notably stale content, you should directly contact the company/person mentioned in the text (ReverseVision, Inc.); this site cannot assist you with information about products/services mentioned in the news article, nor handle any complaints or other issues related to any person/company mentioned or promoted in the above text. Information believed accurate but not guaranteed as of original date of story [Wed, 26 Feb 2014 18:22:03 GMT].

USE THIS CONTENT FOR FREE: To use this content in your newspaper, broadcast outlet, news portal, blog/ezine or similar, free of cost, CLICK HERE to learn how.

NEWS SOURCE: ReverseVision, Inc. :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by Send2Press® Newswire, a service of Neotrope®.
Feb, 11
2014
Business, Insurance, Management Changes

EPIC adds Financial Institutions ‘Power Broker’ Jim Loughlin as Managing Principal, Risk Solutions in New York

Author: Edgewood Partners Insurance Center
Dateline: San Francisco, California (SAN FRANCISCO, Calif.)  | Tue, 11 Feb 2014

freeNewsArticles Story Summary: “Edgewood Partners Insurance Center (EPIC), a nationally expanding retail property, casualty and employee benefits insurance brokerage, today announced that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions.”



ARTICLE:

Edgewood Partners Insurance Center (EPIC), a nationally expanding retail property, casualty and employee benefits insurance brokerage, today announced that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions.

"Jim's expertise in financial institutions, professional lines and executive liability will be of tremendous value to our team and their growing national client base," said EPIC co-founder and president, John Hahn. "His knowledge of and experience with private equity, mergers & acquisitions and the needs of diversified portfolio companies is also a huge benefit. We are very excited to have another professional of Jim's caliber contributing to EPIC's national expansion."

Loughlin, who received national recognition as a Financial Institutions "Power Broker" from Risk & Insurance Magazine in 2011, will play a key leadership role in a new EPIC risk management and insurance initiative. EPIC Risk Solutions and Employer Services is being developed for the portfolio companies of EPIC's private equity partner, The Carlyle Group. Loughlin will help to lead the development and management of the initiative's property & casualty insurance products, services and programs.

In addition, Loughlin will be responsible for conducting merger and acquisition diligence and further expanding EPIC's Directors & and Officers Liability risk management consulting and insurance placement capabilities across the country.

Prior to joining EPIC, Loughlin was Director of Risk Management for Insight Portfolio Group LLC (formerly Icahn Sourcing LLC), where he was responsible for overseeing insurance and risk management for the diversified holding company Icahn Enterprises and its portfolio companies. In this capacity, Loughlin was the senior liaison between insurance brokerage firms, insurance carriers, and Icahn portfolio companies.

Loughlin also spent 14 years at global insurance broker Marsh, Inc., where he managed the financial institutions advisory team for the New York operation of FINPRO, the Financial and Professional Insurance Division of Marsh.

In addition, Loughlin had earlier specialized in risk management and insurance for merger & acquisition transactions within the Private Equity Merger & Acquisition Group (PEMA).

Earlier in his career, Loughlin worked as an underwriter for both CNA and the Chubb Group of Insurance Companies, where he developed technical expertise in Directors and Officers Liability, Professional Liability, Employment Practices Liability, ERISA/Fiduciary Liability, Fidelity and other related coverages.

Loughlin will report to EPIC chief strategy officer Derek Thomas. He will be based in New York, adding to EPIC's growing presence in the Northeastern United States.

Loughlin was a Dean's List student who graduated from Loyola College in Maryland with a Bachelor of Arts degree in Finance.

Jim Loughlin can be reached at:
EPIC, Phone: 516-242-2151
Email: jloughlin[at]edgewoodins.com
LinkedIn: www.linkedin.com/pub/jim-loughlin/5/86a/b97 .

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions across California and as a "Best Place to Work in the Insurance Industry" nationally.

The 8th largest broker based in the U.S. West, EPIC has more than 450 team members operating from nine offices across California (Los Angeles, Irvine, Inland Empire, Fresno, Folsom, San Francisco, San Mateo, Petaluma and San Ramon) and in Atlanta, Boston, Chicago, Denver and New York.

With more than $100 million in revenues, EPIC ranks among the top 30 retail insurance brokers in the United States. Backed by the Carlyle Group and Stone Point Capital, the company's strategic plan calls for a dramatic increase in revenue ($250 million by 2018) and further expansion across the country. For additional information, please visit http://www.edgewoodins.com/ .

###

Copyright © 2014 by Edgewood Partners Insurance Center and Send2Press® Newswire, a service of Neotrope® - all rights reserved. Information believed accurate but not guaranteed. Sourced on: freeNewsArticles.com.

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• Story Title: EPIC adds Financial Institutions 'Power Broker' Jim Loughlin as Managing Principal, Risk Solutions in New York
• REFERENCE KEYWORDS/TERMS: Jim Loughlin, San Francisco, California, Risk Solutions, Insurance, Business, Management Changes, SAN FRANCISCO, Calif..

IMPORTANT NOTICE: some content which is considered "old" or "archival" may reference an event which has already occurred; some content possibly considered "advertorial" may also reference a promotion or time-limited/sensitive offering, and in all of these instances certain material may no longer be valid. For notably stale content, you should directly contact the company/person mentioned in the text (Edgewood Partners Insurance Center); this site cannot assist you with information about products/services mentioned in the news article, nor handle any complaints or other issues related to any person/company mentioned or promoted in the above text. Information believed accurate but not guaranteed as of original date of story [Tue, 11 Feb 2014 09:01:55 GMT].

USE THIS CONTENT FOR FREE: To use this content in your newspaper, broadcast outlet, news portal, blog/ezine or similar, free of cost, CLICK HERE to learn how.

NEWS SOURCE: Edgewood Partners Insurance Center :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by Send2Press® Newswire, a service of Neotrope®.
Feb, 11
2014
Business, Insurance, Management Changes

EPIC adds Financial Institutions ‘Power Broker’ Jim Loughlin

Author: Edgewood Partners Insurance Center
Dateline: San Francisco, California (SAN FRANCISCO, Calif.)  | Tue, 11 Feb 2014

freeNewsArticles Story Summary: “Edgewood Partners Insurance Center (EPIC), a nationally expanding retail property, casualty and employee benefits insurance brokerage, today announced that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions.”



ARTICLE:

Edgewood Partners Insurance Center (EPIC), a nationally expanding retail property, casualty and employee benefits insurance brokerage, today announced that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions.

"Jim's expertise in financial institutions, professional lines and executive liability will be of tremendous value to our team and their growing national client base," said EPIC co-founder and president, John Hahn. "His knowledge of and experience with private equity, mergers & acquisitions and the needs of diversified portfolio companies is also a huge benefit. We are very excited to have another professional of Jim's caliber contributing to EPIC's national expansion."

Loughlin, who received national recognition as a Financial Institutions "Power Broker" from Risk & Insurance Magazine in 2011, will play a key leadership role in a new EPIC risk management and insurance initiative. EPIC Risk Solutions and Employer Services is being developed for the portfolio companies of EPIC's private equity partner, The Carlyle Group. Loughlin will help to lead the development and management of the initiative's property & casualty insurance products, services and programs.

In addition, Loughlin will be responsible for conducting merger and acquisition diligence and further expanding EPIC's Directors & and Officers Liability risk management consulting and insurance placement capabilities across the country.

Prior to joining EPIC, Loughlin was Director of Risk Management for Insight Portfolio Group LLC (formerly Icahn Sourcing LLC), where he was responsible for overseeing insurance and risk management for the diversified holding company Icahn Enterprises and its portfolio companies. In this capacity, Loughlin was the senior liaison between insurance brokerage firms, insurance carriers, and Icahn portfolio companies.

Loughlin also spent 14 years at global insurance broker Marsh, Inc., where he managed the financial institutions advisory team for the New York operation of FINPRO, the Financial and Professional Insurance Division of Marsh.

In addition, Loughlin had earlier specialized in risk management and insurance for merger & acquisition transactions within the Private Equity Merger & Acquisition Group (PEMA).

Earlier in his career, Loughlin worked as an underwriter for both CNA and the Chubb Group of Insurance Companies, where he developed technical expertise in Directors and Officers Liability, Professional Liability, Employment Practices Liability, ERISA/Fiduciary Liability, Fidelity and other related coverages.

Loughlin will report to EPIC chief strategy officer Derek Thomas. He will be based in New York, adding to EPIC's growing presence in the Northeastern United States.

Loughlin was a Dean's List student who graduated from Loyola College in Maryland with a Bachelor of Arts degree in Finance.

Jim Loughlin can be reached at:
EPIC, Phone: 516-242-2151
Email: jloughlin[at]edgewoodins.com
LinkedIn: www.linkedin.com/pub/jim-loughlin/5/86a/b97 .

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions across California and as a "Best Place to Work in the Insurance Industry" nationally.

The 8th largest broker based in the U.S. West, EPIC has more than 450 team members operating from nine offices across California (Los Angeles, Irvine, Inland Empire, Fresno, Folsom, San Francisco, San Mateo, Petaluma and San Ramon) and in Atlanta, Boston, Chicago, Denver and New York.

With more than $100 million in revenues, EPIC ranks among the top 30 retail insurance brokers in the United States. Backed by the Carlyle Group and Stone Point Capital, the company's strategic plan calls for a dramatic increase in revenue ($250 million by 2018) and further expansion across the country. For additional information, please visit http://www.edgewoodins.com/ .

###

Copyright © 2014 by Edgewood Partners Insurance Center and Send2Press® Newswire, a service of Neotrope® - all rights reserved. Information believed accurate but not guaranteed. Sourced on: freeNewsArticles.com.

• Web Image (72dpi): https://www.send2press.com/mediaboom/14-0211-jim-loughlin_400x300.jpg

• Media Contact Information: https://www.send2press.com/mediadrome/2014-02-0211-003.txt

• Story Title: EPIC adds Financial Institutions 'Power Broker' Jim Loughlin
• REFERENCE KEYWORDS/TERMS: Jim Loughlin, San Francisco, California, Risk Solutions, Insurance, Business, Management Changes, SAN FRANCISCO, Calif..

IMPORTANT NOTICE: some content which is considered "old" or "archival" may reference an event which has already occurred; some content possibly considered "advertorial" may also reference a promotion or time-limited/sensitive offering, and in all of these instances certain material may no longer be valid. For notably stale content, you should directly contact the company/person mentioned in the text (Edgewood Partners Insurance Center); this site cannot assist you with information about products/services mentioned in the news article, nor handle any complaints or other issues related to any person/company mentioned or promoted in the above text. Information believed accurate but not guaranteed as of original date of story [Tue, 11 Feb 2014 09:01:55 GMT].

USE THIS CONTENT FOR FREE: To use this content in your newspaper, broadcast outlet, news portal, blog/ezine or similar, free of cost, CLICK HERE to learn how.

NEWS SOURCE: Edgewood Partners Insurance Center :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by Send2Press® Newswire, a service of Neotrope®.
Feb, 05
2014
Insurance, Management Changes

EPIC adds Risk Management Professional Don Atkinson to its Southeast Region, The McCart Group

Author: Edgewood Partners Insurance Center
Dateline: Duluth, Georgia (DULUTH, Ga.)  | Wed, 05 Feb 2014

freeNewsArticles Story Summary: “Edgewood Partners Insurance Center (EPIC) a retail property, casualty insurance brokerage and employee benefits consultant, today announced that it has added Don Atkinson to the risk management consulting practice in their Southeast Region, The McCart Group. Atkinson brings 29 years of experience in risk management and insurance sales and client relationship management.”



ARTICLE:

Edgewood Partners Insurance Center (EPIC) a retail property, casualty insurance brokerage and employee benefits consultant, today announced that it has added Don Atkinson to the risk management consulting practice in their Southeast Region, The McCart Group. Atkinson brings 29 years of experience in risk management and insurance sales and client relationship management.

In his new role with The McCart Group, Atkinson will provide client service leadership, including overall strategy, coverage negotiations, and the coordination and management of internal and external resources. This will include ensuring the timeliness and accuracy of all deliverables, overseeing client service teams and managing a book of business. Atkinson will also have a business development role, bringing new clients to The McCart Group.

"Our clients will benefit significantly from Don's experience, knowledge and diverse skill set," said EPIC's Southeast Region President Jeff McCart. "Don shares our client-focused, people-first values and beliefs and knows how to drive results. We are thrilled to have another professional of his caliber joining our risk management team here in the Southeast."

Before joining The McCart Group, Atkinson had an exceptional career at Liberty Mutual for 29 years. He received recognition and numerous sales awards for consistent production, retention, and client relationship management. Atkinson has expertise in large accounts, and extensive knowledge of the insurance industry and risk management services.

"Don and I worked closely during his time at Liberty," said Jeff McCart. "He is a terrific person and a strong, committed client advocate. I am very pleased and excited to be working with Don again here at The McCart Group."

Don attended the University of Georgia, where he earned a Bachelor of Arts (BA) Degree in Economics. He is married and has two college-age children, Chad and Lauren. He enjoys sports, working on classic cars, and family time at Lake Hartwell.

Don Atkinson can be reached at:
The McCart Group - an EPIC company
2405 Satellite Blvd., Suite 200
Duluth, GA 30096
678-475-5704 Phone.

About EPIC:

The 8th largest broker based in the U.S. West, EPIC has more than 450 team members operating from nine offices across California (Los Angeles, Irvine, Inland Empire, Fresno, Folsom, San Francisco, San Mateo, Petaluma and San Ramon) and in Atlanta, Boston, Chicago, Denver and New York.

With more than $100 million in revenues, EPIC ranks among the top 30 retail insurance brokers in the United States. Backed by the Carlyle Group and Stone Point Capital, the company's strategic plan calls for a dramatic increase in revenue ($250 million by 2018) and further expansion across the country. For additional information, please visit http://www.edgewoodins.com/ .

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Copyright © 2014 by Edgewood Partners Insurance Center and Send2Press® Newswire, a service of Neotrope® - all rights reserved. Information believed accurate but not guaranteed. Sourced on: freeNewsArticles.com.

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• Story Title: EPIC adds Risk Management Professional Don Atkinson to its Southeast Region, The McCart Group
• REFERENCE KEYWORDS/TERMS: Don Atkinson, Duluth, Georgia, risk management, Insurance, Finance, Management Changes, DULUTH, Ga..

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NEWS SOURCE: Edgewood Partners Insurance Center :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by Send2Press® Newswire, a service of Neotrope®.
Jan, 17
2014
Banking and Finance, Management Changes

IDS Selects Sales Veteran Daniel Miller as Vice President of Business Development

Author: International Document Services Inc.
Dateline: Salt Lake City, Utah (SALT LAKE CITY, Utah)  | Fri, 17 Jan 2014

freeNewsArticles Story Summary: “International Document Services, Inc. (IDS, Inc.) today announced it has hired Daniel Miller as vice president of business development. With nearly 20 years' experience in sales, Miller will be responsible for overseeing IDS's various partner integrations and new customer implementations, in addition to managing and growing IDS's Western sales region.”



ARTICLE:

International Document Services, Inc. (IDS, Inc.) today announced it has hired Daniel Miller as vice president of business development. With nearly 20 years' experience in sales, Miller will be responsible for overseeing IDS's various partner integrations and new customer implementations, in addition to managing and growing IDS's Western sales region.

"The tremendous growth IDS has experienced in the past few years has created a need for someone internally with the right mix of sales and project management experience to oversee our customer and partner relationships," said IDS Executive Vice President Mark Mackey.

Mackey added, "Daniel Miller's rich background in both of these areas will be a tremendous asset to IDS as we seek to further our growth in 2014 and beyond."

Prior to IDS, Miller served as executive vice president of sales and business development at San Francisco-based @Home Valuation Management Solutions. While there, he was responsible for rebranding the company and developing a strategic partnership plan for loan origination system and lender portal integrations, as well as all new revenue generation for the company though the hiring, training and management of a nationwide team of account executives.

Miller also has a deep background in mortgage document preparation, having spent seven years in a variety of sales and project management positions, including vice president of business development, at Idaho Falls-based document preparation provider DocuTech.

In addition to graduating with a Bachelor of Arts degree in political science from Idaho State University, Miller also received his Project Management Professional (PMP) certification from the Project Management Institute in 2005. An avid triathloner, he currently resides in Saratoga Springs, Utah, with his wife and four children. An avid triathlon,

About IDS, Inc.:

IDS, founded in 1986 in Salt Lake City, Utah, is a nationwide provider of mortgage documents and compliance. IDS services include closing documents, initial disclosures and fulfillment. The IDS flagship doc prep solution, idsDoc, is recognized in the industry for its ability to be customized to meet specific lender needs.

IDS backs the system with unsurpassed customer service, cutting-edge technology, compliance and document guarantees, and a solid compliance team. Lenders looking to move forward when it comes to doc prep can visit the IDS website at http://www.idsdoc.com/ or call 800.554.1872.

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Copyright © 2014 by International Document Services Inc. and Send2Press® Newswire, a service of Neotrope® - all rights reserved. Information believed accurate but not guaranteed. Sourced on: freeNewsArticles.com.

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• Story Title: IDS Selects Sales Veteran Daniel Miller as Vice President of Business Development
• REFERENCE KEYWORDS/TERMS: Daniel Miller, Salt Lake City, Utah, mortgage documents, Banking and Finance, Finance, Management Changes, SALT LAKE CITY, Utah.

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NEWS SOURCE: International Document Services Inc. :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by Send2Press® Newswire, a service of Neotrope®.
Jan, 15
2014
Management Changes, Medical

Callie Walston joins Four Seasons Compassion for Life Development Department

Author: Four Seasons Compassion for Life
Dateline: Flat Rock, North Carolina (FLAT ROCK, N.C.)  | Wed, 15 Jan 2014

freeNewsArticles Story Summary: “North Carolina's Four Seasons Compassion for Life today announced the addition of Callie Walston, philanthropy coordinator, to its development department. Four Seasons is a non-profit hospice and palliative care organization led by a dedicated team of health care professionals, social workers, spiritual care professionals and volunteers.”



ARTICLE:

North Carolina's Four Seasons Compassion for Life today announced the addition of Callie Walston, philanthropy coordinator, to its development department. Four Seasons is a non-profit hospice and palliative care organization led by a dedicated team of health care professionals, social workers, spiritual care professionals and volunteers.

"A natural relationship builder and communicator, Callie offers her significant experience in marketing, promotions and business development, and non-profit volunteerism," says Derek Groves, vice president of sustainable resources. "We are delighted to welcome her to our team."

A lifetime resident of Asheville, Buncombe County, Walston holds a 2006 bachelor's degree in communications from Appalachian State University, and is a 2002 graduate of North Buncombe High School. She is a member of Rotary Club of Asheville, and currently chairs the club's annual foundation fundraiser. She attends Grace Covenant Church, Asheville.

Walston remains inspired by the opportunity to make lasting contributions to the community by helping patients improve their quality of life in the face of serious illness or at end of life.

"I'm a pebble in the pond," she says. "I'm just here to do the work, and I hope to make a lasting impression."

Four Seasons is a non-profit hospice and palliative care organization led by a dedicated team of health care professionals, social workers, spiritual care professionals and volunteers. Four Seasons currently serves patients in Henderson, Buncombe, Macon, Jackson, Transylvania and surrounding counties. For information on Four Seasons, visit http://www.fourseasonscfl.org/ .

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Copyright © 2014 by Four Seasons Compassion for Life and Send2Press® Newswire, a service of Neotrope® - all rights reserved. Information believed accurate but not guaranteed. Sourced on: freeNewsArticles.com.

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• Story Title: Callie Walston joins Four Seasons Compassion for Life Development Department
• REFERENCE KEYWORDS/TERMS: Callie Walston, Flat Rock, North Carolina, philanthropy, Management Changes, Medical, NonProfit, FLAT ROCK, N.C..

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NEWS SOURCE: Four Seasons Compassion for Life :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by Send2Press® Newswire, a service of Neotrope®.
Jan, 14
2014
Books and Publishing, Management Changes

Self-Publishing, Inc. Appoints Andrew Pate as Senior Vice President, Business Development

Author: Self-Publishing, Inc.
Dateline: New York, New York (NEW YORK, N.Y.)  | Tue, 14 Jan 2014

freeNewsArticles Story Summary: “Self-Publishing, Inc., a New York-based publishing services company, has appointed Andrew Pate to the position of Senior VP, Business Development. Pate's accomplishments include growing Lightning Print into one of the largest Print-on-Demand (POD) providers in the world, now Lighting Source. In addition, he oversaw the increase of sales at Lulu from $5 Million to $35 Million.”



ARTICLE:

Self-Publishing, Inc., a New York-based publishing services company, has appointed Andrew Pate to the position of Senior VP, Business Development. Pate's accomplishments include growing Lightning Print into one of the largest Print-on-Demand (POD) providers in the world, now Lighting Source. In addition, he oversaw the increase of sales at Lulu from $5 Million to $35 Million.

Pate was most recently the Senior Vice President, Business Development of On Demand Books, the creator of the Expresso Book Machine.

Mr. Pate got his start in publishing as Executive VP and COO of Rutledge Hill Press in 1996. During his tenure there, he successfully managed business through transition to sale to Thomas Nelson.

Self-Publishing, Inc. was started in New York City in 1997, introducing a group of complimenting printers to the New York publishing market. The business quickly evolved into a publishing services business and has overseen the production of millions of copies of many thousands of titles.

While the core business continues to be book printing, the services have increased to include editorial services, book layout and cover design (including ebook design), marketing, as well as book storage and fulfillment. POD distribution is provided through its Thor Distribution program.

It was during the establishment of this program, that Ron Pramschufer and Dana Cole, principal owners of Self-Publishing, Inc. first met Andrew Pate.

Says Pramschufer, "Andrew is one of the most knowledgeable, experienced professionals in the self-publishing sector. We're thrilled to have him aboard to help us continue to evolve into a full-service publishing option for independent authors who seek the highest quality printing and customer care."

According to Pramschufer and Cole, Pate will hit the ground running.

Pate says, "Self-Publishing, Inc. has been carefully developed into the respected company that it is today. Unlike the many variations of vanity presses which have historically dominated the self-publishing sector, it is one of the very few 'true' self-publishing services company whose stated goal is to turn authors into publishers. It's my goal to help the company emerge as the undisputed industry leader."

More information: http://www.selfpublishing.com/ .

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Copyright © 2014 by Self-Publishing, Inc. and Send2Press® Newswire, a service of Neotrope® - all rights reserved. Information believed accurate but not guaranteed. Sourced on: freeNewsArticles.com.

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• Story Title: Self-Publishing, Inc. Appoints Andrew Pate as Senior Vice President, Business Development
• REFERENCE KEYWORDS/TERMS: Print on Demand, New York, New York, On Demand Books, Books and Publishing, Advertising, Management Changes, NEW YORK, N.Y..

IMPORTANT NOTICE: some content which is considered "old" or "archival" may reference an event which has already occurred; some content possibly considered "advertorial" may also reference a promotion or time-limited/sensitive offering, and in all of these instances certain material may no longer be valid. For notably stale content, you should directly contact the company/person mentioned in the text (Self-Publishing, Inc.); this site cannot assist you with information about products/services mentioned in the news article, nor handle any complaints or other issues related to any person/company mentioned or promoted in the above text. Information believed accurate but not guaranteed as of original date of story [Tue, 14 Jan 2014 14:49:48 GMT].

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NEWS SOURCE: Self-Publishing, Inc. :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by Send2Press® Newswire, a service of Neotrope®.
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