Tag: Finance
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EPIC Recognized Among Inc. Magazine’s 37th Annual List of America’s Fastest-Growing Private Companies
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been ranked No. 2746 on Inc. Magazine’s 37th annual Inc. 5000 for 2018, the most prestigious ranking of the nation’s fastest-growing private companies.
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In Memoriam: John Klingenstein
NEW YORK, N.Y. — The members and employees of Klingenstein Fields Wealth Advisors are deeply saddened by the passing of John Klingenstein, one of our founding members and a Principal of the firm. He is survived by his wife Pat Klingenstein, and children, Tom, Nancy, Andy and Sally, ten grandchildren, and one great-grandchild.
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Bank of Southern California, N.A. Expands Los Angeles Banking Team with the Addition of Three Branch Managers
SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, Calif., announced the addition of three tenured Branch Managers to support the company’s recent expansion into Los Angeles County.
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The Cooksey Team Included in Dallas Business Journal’s ‘2018 Best Places to Work’
DALLAS, Texas — The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today it has been recognized for a second straight year by Dallas Business Journal as one of its 2018 ‘Best Places to Work.’
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The ACEC Business Insurance Trust Announces Leadership Changes and New Trustee Appointments
WASHINGTON, D.C. — The American Council of Engineering Companies Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today leadership changes within the Trust as well as new Trustee appointments. Current Trustees Robin S. Greenleaf, P.E., LEED AP, Robert A. Overfield, P.E., and Michael D. Klingner, P.E. have assumed new leadership roles for…
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EPIC Insurance Brokers adds Anthony Craig Morelos in Austin TX
AUSTIN, Texas — EPIC Insurance Brokers and Consultants announced today that Craig Morelos has joined the firm’s Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.
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EPIC Insurance Brokers adds Sam Siddons in Austin Texas
AUSTIN, Texas — EPIC Insurance Brokers and Consultants (‘EPIC’) announced today that Sam Siddons has joined the firm’s Property & Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.
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Finance of America Mortgage Gives Advisors and Borrowers a Cutting-Edge Experience with Digital Mortgage Technology from Cloudvirga
IRVINE, Calif. — Cloudvirga(TM), a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform(R), today announced that Finance of America Mortgage (FAM) will deploy the Cloudvirga Enterprise POS as its digital mortgage platform.
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MCT Integrates its MCTlive! Secondary Marketing Software with Freddie Mac for Automated Loan Sale Pricing and Commitment
SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced new functionality that delivers real-time pricing and automates loan committing for Freddie Mac clients. MCT’s lender clients receive the pricing information seamlessly via its integrated capital markets technology platform, MCTlive!
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Mortgage Professional America Magazine Honors MCT’s Rhonda Beck, CMB with 2018 Elite Women in Mortgage Award
SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Rhonda Beck, CMB, has been designated to Mortgage Professional America (MPA) magazine’s list of Elite Women in Mortgage for 2018.