Finance
Triserv Becomes a Preferred Partner of The Mortgage Collaborative
ROSWELL, Ga. — Triserv, a national appraisal management company (AMC), is proud to announce a strategic partnership with The Mortgage Collaborative to provide appraisal management services to the organization’s growing lender member network….
EPIC Insurance Brokers Adds Blake Kirk as a Principal in San Francisco
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Blake Kirk has joined the firm’s operations in Northern California as a Senior Vice President and Principal….
Ohio’s Largest Title Agent Selects SafeWire by SafeChain
COLUMBUS, Ohio — SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today that Ohio Real Title, the largest title agent in the state, has selected its technology solution, SafeWire(TM), to securely facilitate real estate wire transactions for the firm’s eight offices throughout Ohio….
Randy Pizer Joins EPIC in Orange County, Calif.
IRVINE, Calif. — EPIC Insurance Brokers and Consultants (‘EPIC’) announced today that risk management and insurance professional Randy Pizer has joined the firm’s operations in California as Vice President/Account Executive….
MCT’s Danyel Shipley Honored as one of Mortgage Banking’s Most Powerful Women for 2018 by NMP Magazine
SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that long-time employee Danyel Shipley was name to National Mortgage Professional Magazine’s (NMP) 2018 list of Mortgage Banking’s Most Powerful Women….
Klingenstein Fields Wealth Advisors: In Memoriam – Frederick A. Klingenstein
NEW YORK, N.Y. — The Members of Klingenstein Fields Wealth Advisors (KFWA) mourn the passing of Fred Klingenstein, a founding member of the firm and Chairman Emeritus. Together with his brother, John Klingenstein, and colleague, Kenneth H. Fields, Fred established the firm in 1989 to provide investment advice and guidance to high-net-worth individuals and families. Prior to KFWA, Fred was CEO of Wertheim & Company and Co-Chairman of Wertheim-Schroder & Company….
Paragon Insurance Holdings, LLC Acquires Argo Landscapers Program
AVON, Conn. — Paragon Insurance Holdings, LLC, a national multi-line specialty program manager, today announced it has contracted with Argo Group International Holdings, Ltd. to assume MGA responsibilities for Argo’s Landscape Contracting program, effective January 1, 2019….
EPIC Insurance Brokers adds Joffrey Clark in Dallas TX
DALLAS, Texas — EPIC Insurance Brokers and Consultants announced today that Joffrey Clark has joined the firm’s Property & Casualty practice as a Principal and Charter School Practice Leader, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner….
Deal-closing tool, heymate, adds new board member and two strategic advisors
ZUG, Switzerland — heymate, the portable deal-closing tool, which allows workers in the gig economy to create, negotiate and settle offer-for-work contracts in under 20 seconds on any non-transactional marketplace, proudly announced the appointment of a new board member and two strategic advisors….
The Mortgage Collaborative Adds 44 New Lender Members in 2018, Now Growing Staff to Serve Expansion
SAN DIEGO, Calif. — The Mortgage Collaborative (TMC), the mortgage industry’s only independent cooperative, today announced it added 44 new lender member companies in 2018, its strongest year ever for new member growth. To help support the significant growth of their network, TMC has also added Sarah Oldani and Jennifer Haning to their staff….