Finance

January 29, 2020

EPIC Launches National Farm and Ranch Practice

INDIANAPOLIS, Ind. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today they are expanding their insurance offering in the Farm & Ranch Insurance market with the practice being led by Chris Moore (President, EPIC Farm & Ranch)….

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Bank of Southern California N.A. Announces Fourth Quarter and Year End 2019 Results

SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the fourth quarter ended December 31, 2019. Total assets ended the year at $830 million at December 31, 2019, an increase of 8.1% compared to December 2018. Total loans increased 6.6% to $677 million and total deposits increased 7.0% to $672 million compared to the prior year as well….

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Top of Mind Co-founder Sherwood Lawrence Steps into Dual Role as Chief Marketing Officer and Chief Creative Officer

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 Sherwood Lawrence will take on the role of chief marketing officer in addition to his current position as chief creative officer….

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January 28, 2020

Don Baham invited to join Nashville Business Journal Leadership Trust

NASHVILLE, Tenn. — Don Baham, President of Kraft Technology Group, LLC (KTG), has been invited to join Nashville Business Journal Leadership Trust, an exclusive community for influential business leaders, executives and entrepreneurs in Middle Tennessee….

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January 27, 2020

KROST Kicks Off the Year by Announcing Merger with BPE&H an Accountancy Corporation

PASADENA, Calif. — KROST CPAs and Consultants, a firm based out of Los Angeles, has merged in BPE&H out of Woodland Hills effective January 1, 2020. Seven principals will join the leadership team at KROST, including Scott Eisner, Martin Belak-Berger, Bob Price, Phil D’Amico, Scott Gilmore; and founding BPE&H principals Jerry Block and Jane Plant….

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January 24, 2020

LBA Ware Onboards Chris Gassel as Strategic Sales Specialist to Support Release of LimeGear Business Intelligence Platform

MACON, Ga. — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, has appointed Chris Gassel as strategic sales specialist. Gassel was brought on board to support the release of LBA Ware’s highly anticipated, turnkey business intelligence (BI) platform, LimeGear….

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FormFree Founder Brent Chandler Commends CFPB Proposal to Eliminate DTI, Citing Ability to Pay as a ‘Best Consumer Borrowing Risk Indicator’

ATHENS, Ga. — FormFree Founder and CEO Brent Chandler today responded to this week’s news that Consumer Financial Protection Bureau (CFPB) Director Kathy Kraninger indicated the bureau’s decision to propose amending the Ability to Repay/Qualified Mortgage Rule so as to “move away” from debt-to-income (DTI) calculations as a mortgage underwriting factor….

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January 23, 2020

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 executive search practice….

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January 22, 2020

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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January 21, 2020

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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