Finance

January 14, 2021

Mid America Mortgage Expands Access to Down Payment Assistance Program to Its Correspondent Partners

ADDISON, Texas — Mid America Mortgage, Inc. (Mid America) announced it has added down payment assistance (DPA) to the slate of mortgage products and services offered through its correspondent division. This is an expansion of the DPA program Mid America created for its retail channel in 2019 in partnership with the Rosebud Economic Development Corporation….

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Samuel Howe Tapped as New Alliance Group CMO

ATLANTA, Ga. — Alliance Group, a national insurance marketing organization (IMO), announced Monday that Samuel Howe has been tapped to succeed Lee Duncan as its Chief Marketing Officer, effective immediately. Duncan had previously occupied the CMO role before his own promotion to President and CEO back in November….

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January 13, 2021

Nocera, Inc. Signs Variable Interest Entity Agreements Resulting in 100% Controlling Interest in Xin Feng Construction Co., Ltd. and Shunda Feed Co., Ltd. in Taiwan

ATLANTA, Ga. — Nocera, Inc. (OTC:NCRA) (“Company”) today announced that it has formally signed Variable Interest Entity (“VIE”) agreements with Xin Feng Construction Co. Ltd., (XFC) a Taiwan construction firm, and Shunda Feed Co., Ltd., (SFC) a Taiwan aquaculture feed firm resulting in 100% controlling interest in both companies….

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Chelsea Groton Bank and Foundation Together Gave Record $1 Million this Year

GROTON, Conn. — This year, Chelsea Groton Bank and its Foundation provided more than $1 Million to non-profit organizations in our communities. The Foundation recently approved $405,820 in grants to 68 non-profit organizations from Connecticut and Rhode Island, which put the full year’s giving total above the $1 Million mark for the first time ever….

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Housing Finance Strategies Announces #HousingDC21

WASHINGTON, D.C. — Housing Finance Strategies President Faith Schwartz today announced that the firm will host a 100% virtual housing summit on September 20-21, 2021….

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January 12, 2021

Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors

NEW YORK, N.Y. — Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm….

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Top of Mind’s Surefire Rounds Out 2020 as the Most Decorated Mortgage CRM and Marketing Automation Platform

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, anticipates continued growth and innovation in 2021 after a banner year of accolades and the launch of new product enhancements and technology partnerships….

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January 8, 2021

DDK and Company Welcomes Sze Man Tam as Partner: First Asian-American to Take on this Role

NEW YORK, N.Y. — DDK & Company, LLP, an accounting, tax, and consulting firm, announced on January 1 that Sze Man Tam has been promoted to Partner. In her new role, Sze will be leading DDK’s Audit department, helping clients grow and improve their businesses, and developing DDK’s next generation….

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EnergyCAP’s Energy Information Management System Earns FedRAMP Authorization

STATE COLLEGE, Pa. — EnergyCAP, Inc. (ECI) is pleased to announce that its EnergyCAP® energy management information solution (EMIS) has been granted an Authorization to Operate (ATO) under the U.S. Government’s FedRAMP program and is now an authorized participant in the FedRAMP Marketplace. The U.S. Department of State granted the ATO and is now the first EnergyCAP client in the FedRAMP environment….

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January 7, 2021

Agent Review Announces Technology Awareness Series for Insurance Agents – Leonardo247 Leads Launch

BELLEVUE, Wash. — Agent Review which serves insurance agents and those needing insurance, announces the creation of the Technology Awareness series. These informational alerts can make agents significantly more valuable to their clients, according to Bryan Foos, Agent Review’s Operations Manager….

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