Finance

August 5, 2022

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….

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August 4, 2022

MCTlive! Lock Volume Indices: July 2022 Data

SAN DIEGO, Calif. — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for July 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels….

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August 2, 2022

COVERGENCE – the research institution tech and startup gap fund and startup accelerator summit

SALT LAKE CITY, Utah — COVERGENCE, co-hosted by innovosource and the University of Utah’s PIVOT Center, is in its fifth annual year. This year it will be held from Oct. 20-21 at the University of Utah Rice-Eccles Stadium Club. With more than 60 university gap fund/accelerator programs (GAP) and potential commercial and investment partners, this dynamic event will serve as the platform for best practice discussions, GAP program and portfolio reviews, and commercial and investment partnering….

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Housing Finance Strategies Names Industry Leader Jeff Jaffee as Senior Advisor

WASHINGTON, D.C. — Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance….

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August 1, 2022

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

DALLAS, Texas — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice….

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July 29, 2022

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

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

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July 27, 2022

EPIC Welcomes Natalia Greene, Esq.

ARLINGTON HEIGHTS, Ill. — EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm’s Lemme division as Senior Vice President, Risk Management….

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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….

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After, Inc.’s QuickSuite® Named ‘Product of the Year’ in the 2022 Sales and Marketing Technology Awards

NORWALK, Conn. — After, Inc. announced today that it received “Product of the Year” in the 2022 Sales and Marketing Technology Awards program (The Sammys) for its QuickSuite® post-sale customer experience technology. The Sammys honors organizations and products helping to solve the challenges businesses have connecting and collaborating with prospects and customers….

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IRS Releases Updated Practice Unit for Auditing the 179D Energy Efficient Commercial Buildings Deduction

EGAN, Minn. — The IRS Large Business and International (LB&I) Division released an updated Practice Unit for its agents to audit the 179D Energy Efficient Commercial Buildings Deduction (179D Deduction), ICS Tax, LLC announced today. It confirms that taxpayers can use the ASHRAE Standard 90.1-2007 rather than newer, more strict standards but also could be an indication that the IRS will have added scrutiny on 179D projects….

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