Tag: Finance
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Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year in a row – in Illinois
WARRENVILLE, Ill. — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list.
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KBKG Welcomes Two New Directors to Atlanta-Based Operation
ATLANTA, Ga. — Nationwide tax specialty firm KBKG hired two new Directors, Amar Patel and Ian Williams, as part of their Southeast practice. Both Directors join KBKG with over 25 years of combined experience in Cost Segregation and Research & Development Tax Credits, two key services offered by the firm to CPAs and businesses.
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EPIC Announces Leadership Structure Realignment
ATLANTA, Ga. — EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.
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EPIC Adds Allen Baker as Senior Risk Consultant
BIRMINGHAM, Ala. — EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.
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FormFree’s Expanded Income and Employment Verification Covers 85% of Working Americans
ATHENS, Ga. — FormFree® today announced its AccountChek® 3n1 (3n1) asset, employment and income verification service now covers 85% of U.S. workers whose employers utilize a payroll processing service, representing over 100 million wage earners.
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MBA’s Charmaine Brown to Kick-Off Day One #HousingDC21 Discussion on Diversity, Equity and Inclusion
WASHINGTON, D.C. — Housing Finance Strategies President Faith Schwartz today announced that Charmaine Brown, the Mortgage Bankers Association Director of Diversity, Equity & Inclusion will kick-off Day One of #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.
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Top of Mind Elevates Nick Belenky to Chief Revenue Officer
ATLANTA, Ga. — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind’s marketing, sales and customer experience teams.
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SimpleNexus User Group Announces Finalized SNUG 2021 Agenda, Debut of Inaugural Nexus Awards
LEHI, Utah — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced it has finalized the 2021 SimpleNexus User Group (SNUG) conference agenda with the addition of new speakers and the inaugural Nexus Awards presentation ceremony.
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Surefire CRM by Top of Mind Integrates with Blend to Optimize Borrower Experience, Expedite Mortgage Loan Application Process
ATLANTA, Ga. — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced its integration with digital lending platform Blend.