Tag: Finance
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Bank of Southern California, N.A. Opens West Los Angeles Office
LOS ANGELES, Calif. — Bank of Southern California, N.A. ( OTC Pink: BCAL / OTCMKTS:BCAL ), a community business bank headquartered in San Diego, Calif., is pleased to announce its continued expansion in Los Angeles with the opening of a new production office in West Los Angeles.
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Chuck Simpson of EPIC to Present on Hazard Recognition at 2018 OSHA Oil and Gas Safety and Health Conference
HOUSTON, Texas — EPIC Insurance Brokers and Consultants (‘EPIC’), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Risk Control Consultant Chuck Simpson will present at OSHA Oil and Gas Safety and Health Conference on Tues., Dec. 4 at 3 p.m. at the Hilton Americas in Houston, Texas.
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David McNeil of EPIC Named 2018 Broker of Excellence by CalMutuals Joint Powers Risk and Insurance Management Authority
ONTARIO, Calif. — EPIC Insurance Brokers and Consultants (“EPIC”), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as a 2018 Broker of Excellence by The California Association of Mutual Water Companies – Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).
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Cloudvirga taps former Altisource CTO as executive vice president of technology
IRVINE, Calif. — Cloudvirga(TM), a leading provider of digital mortgage software, today announced that mortgage industry veteran James Vinci has been selected to fill the firm’s newly created executive vice president of technology position. In this role, Vinci will execute Cloudvirga’s technical vision, oversee initiatives to strengthen developer talent and collaborate across departments to scale…
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LBA Ware Recruits Veteran Mortgage Compensation Leader Mari Denton as Director of Client Success
MACON, Ga. — LBA Ware(TM), the leading provider of automated incentive compensation and sales performance management software for mortgage lenders, today announced the appointment of Mari Denton as director of client success. An experienced finance professional, Denton has spent the last decade of her career in senior roles at some of the nation’s largest banks…
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Enrolled Agent Jeffrey Schneider, EA, CTRS, NTPIF of SFS Tax and Accounting Services Earns ACT-E Designation
STUART, Fla. — Jeffrey Schneider, EA, CTRS, NTPIF, ACT-E of SFS Tax & Accounting Services and SFS Tax Problem Solutions in Stuart, Florida, a tax preparation and tax resolution firm, has received the Advanced Crypto Tax Expert designation (ACT-E).
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Bindable announces an investment round led by EPIC, Motive Partners and Wafra
BOSTON, Mass. — Bindable, an insurance technology company whose goal is to transform the affinity distribution of insurance, today announced an investment from EPIC Holdings, the corporate parent overseeing investments across the entire EPIC platform, including EPIC Insurance Brokers & Consultants, and a Wafra advised fund, in conjunction with Motive Partners, a global private equity…
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EPIC Buys Direct Retail Wine Industry Business From Paragon Insurance Holdings
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the purchase of a retail wine industry book of business from Managing General Agency (MGA) Paragon Insurance Holdings LLC. The accounts in question came to Paragon in the fall of 2017 when they acquired…
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Paragon Insurance Holdings to Sell its Direct Retail Wine Industry Business
SAN FRANCISCO, Calif. — Paragon Insurance Holdings LLC today announced the sale of the firm’s direct retail wine industry business to retail insurance broker EPIC Insurance Brokers & Consultants. The accounts in question came to Paragon in the fall of 2017 when they purchased wine industry specialist John Sutak Insurance Brokers, along with two winery…
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Bank of Southern California NA Hires Juliana Rowland as Managing Director in Orange County
SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Juliana Rowland as Managing Director in Orange County. She will be responsible for cultivating new client relationships for the Bank with a focus on Orange County’s business community.