Finance
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 and independent mortgage lenders….
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)….
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 firm focused on investing in financial technology companies….
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 wine industry specialist John Sutak Insurance Brokers, along with two winery programs from the Argo Group….
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 programs from the Argo Group….
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….
Michael Power Joins Frenkel and Company – an EPIC Company in New York
NEW YORK, N.Y. — Frenkel & Company – an EPIC Company announced today that risk management and insurance professional Michael Power has joined the firm’s operations in New York as a Principal. Power will be responsible for new business development; management of property/casualty insurance programs; and providing risk management strategies and solutions….
Tandis Nili Joins Frenkel and Company – an EPIC Company as Global Services Division Leader
NEW YORK, N.Y. — Frenkel & Company – an EPIC Company announced today that risk management and insurance professional Tandis Nili has joined the firm’s operations in New York as Senior Vice President and leader of the Global Services Division. Nili is based in Frenkel’s New York, NY office at 350 Hudson Street and reports to John F. Kelly, President and CEO of Frenkel & Company….
MCT Hires Industry Veteran Rhiannon Bolen as Regional Sales Manager to Satisfy Increasing Demand for its Product and Service Offerings
SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Rhiannon Bolen has joined the company’s sales team as one of its Regional Sales Managers and will be responsible for overseeing the Southern territory….
How Much Does It Cost to Open a Restaurant? 350 Independent Restaurant Owners Share Their 2018 Startup Costs and Financial Performance
PHOENIX, Ariz. — RestaurantOwner.com has released the report of their 2018 Cost to Open a Restaurant Survey. The report summarizes input gathered from over 350 independent restaurant owners and operators regarding their startup costs as well as their financial performance….