Finance
ReverseVision Expands Support for Proprietary Reverse Mortgage Products
SAN DIEGO, Calif. — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that it is offering a combination of enhanced software functionality and professional services to help mortgage lenders launch proprietary reverse mortgage products….
Pendo Once Again Named as Top 100 Fastest Growing Companies in Kansas City and Top 5000 Nationally
LEE’S SUMMIT, Mo. — Pendo, a nationwide appraisal management company (AMC), has been named to the Ingram’s Corporate 100 list for fastest growing companies in Kansas City and the Inc. 5000 list for fastest growing companies nationally. Both lists recognize companies who have achieved significant revenue growth over a three-year period. This marks Pendo’s fifth consecutive year on both lists….
EPIC Insurance Brokers Honored by American Heart Association for Workplace Health Achievement
NEW YORK, N.Y. — EPIC Insurance Brokers and Consultants announced today that EPIC’s Houston office and New York-based Frenkel & Company – an EPIC Company have received Bronze level recognitions in the American Heart Association’s Workplace Health Achievement Index….
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….
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….
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….
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.’…
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 the ACEC BIT….
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….
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….