Tag: Finance
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Kaplan Partners Announces Nicholas DeMedio as Principal
WYNNEWOOD, Pa. — Kaplan Partners, a leading boutique executive search and talent advisory firm, today announced Nicholas DeMedio (“Nick”) has joined the firm as a Principal. With more than 20 years of Executive Search, Talent Management and Human Resources experience, Nick comes from a regional Human Resources consulting firm where he oversaw the financial services…
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Scott Morrison, one of the founders of After, Inc., returns to company after sale to EPIC Holdings
NORWALK, Conn. — After, Inc., the global leader in Warranty Marketing and Analytics Solutions since 2005, has just announced the return of Scott Morrison, an original founder, to lead new business development and strategic innovation for the company.
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EPIC Adds Kevin Melvin as Director of the firm’s Southeast Charter School Practice
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kevin Melvin has joined the firm as Director of the firm’s Southeast Charter School Practice.
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Best Financial Life Launches Deliberate Money Moves Podcast
DANVILLE, Calif. — Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial…
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CardTapp and Top of Mind Offer Combined Solution Aimed at Improving Loan Officer Productivity and Lead Response Time
ATLANTA, Ga. — CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry. The integration brings together Surefire’s new Power Calls capability with CardTapp’s digital assistant solution to increase loan…
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Top of Mind Elevates Jonas Kruckeberg to Executive Vice President of Strategic Partnerships and Industry Relationships
ATLANTA, Ga. — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has elevated Jonas Kruckeberg to executive vice president of strategic partnerships and industry relationships.
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LBA Ware Releases 2019 LO Compensation Report
MACON, Ga. — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry compensation in 2019. The firm’s analysis of year-over-year data from its CompenSafe ICM platform reveals compelling trends about how mortgage lenders nationwide are…
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Papa and Priority Health Announce Strategic Partnership Launch to Offer Senior Citizens More Freedom to Age in Place
MIAMI, Fla. — Papa Inc., a nationwide provider for seniors and caregivers announced today its newest partnership with Priority Health. Papa will provide “Grandkids On-Demand” for Priority Health’s PriorityMedicare Edge and PriorityMedicare Ideal Medicare Advantage plan members.
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EPIC Launches New National Specialty Practice: Asset Lifecycle Management
SAN FRANCISCO, Calif. — EPIC Insurance Brokers & Consultants announced today the launch of a national specialty practice, Asset Lifecycle Management, providing risk consulting and risk transfer solutions focused on clinical and electronic equipment. Large healthcare systems, major universities, and financial institutions rely on electronic equipment to conduct daily operations.
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SimpleNexus attributes record 2019 growth to lender demand for integrated digital mortgage technology
LEHI, Utah — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that it credits its accelerated 2019 growth to demand for digital mortgage tools capable of easy integration with lenders’ full tech stacks.