Bank of Southern California NA Names Catherine Puckett VP, Business Development Manager

SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Catherine Puckett has joined the company as Vice President, Business Development Manager. She will be responsible for expanding Bank of Southern California’s business banking client base by actively seeking new business opportunities in the San Diego region.

EPIC Insurance Brokers add Josh Close in Birmingham, Alabama

BIRMINGHAM, Ala. — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that Josh Close has joined the firm’s Birmingham-based national energy construction practice as a client services coordinator, reporting to EPIC Principal Brian Tanner.

Paragon Insurance Holdings Expands Operations in San Diego with addition of Robert Etzler and opening of new offices

SAN DIEGO, Calif. — Paragon Insurance Holdings LLC (“Paragon”), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced its expansion in San Diego, Calif. with the opening of new offices at 401 B Street in downtown San Diego and the hiring of top local insurance professional Robert Etzler, under the leadership of Paragon regional president, Andrew Petersen.

MorVest Capital Hires Ruth Lee as Executive Vice President for Expansion of Mortgage Liquidity and MSR Advisory Services

SUGAR LAND, Texas — David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, today announced its addition of Executive Vice President Ruth Lee.

Business Development and Relationship Management Specialist Julia Moore Joins EPIC in Sacramento CA

SACRAMENTO, Calif. — EPIC Insurance Brokers & Consultants (‘EPIC’) announced today that new business sales and relationship management professional Julia Moore has joined the firm’s operations in Sacramento as Vice President, New Business Development.

LBA Ware Recruits Mortgage Process Improvement Specialist Jessica Henke as Solutions Consultant

MACON, Ga. — LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has hired Jessica Henke as a solutions consultant to support the company’s implementation consulting and client success efforts. Henke will leverage her two decades of accounting and business process improvement expertise in mortgage lending to bring LBA Ware clients streamlined business workflow solutions and enhanced operational insights.

EPIC adds Sarmad Naqvi to its Private Client Practice in Northern California

SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants (‘EPIC’) today announced that risk management and insurance professional Sarmad Naqvi has joined the firm’s Private Client Insurance operations in Northern California, specializing in providing comprehensive, cost effective risk management and insurance protection to high net worth individuals and their families.

EPIC Insurance adds Eric Kitei as a Principal in Southern California

LOS ANGELES, Calif. — EPIC Insurance Brokers and Consultants (‘EPIC’) announced today that risk management and insurance professional Eric Kitei has joined the firm’s operations in Southern California as a Principal, focusing on the unique needs of auto dealers and others in the automotive industry.

EPIC Adds John Check in Pittsburgh, Pa.

PITTSBURGH, Pa. — EPIC Insurance Brokers and Consultants (‘EPIC’), a retail property and casualty insurance brokerage and employee benefits consultant, today announced the addition of benefits consulting professional John Check as a Senior Consultant in the firm’s Employee Benefits Consulting Division.

Lloyd A. Schmidt Elevated to Shareholder at Hoge Fenton

SAN JOSE, Calif. — Hoge Fenton is pleased to announce that, effective July 1, 2018, attorney Lloyd A. Schmidt was elevated to the status of shareholder. Hoge Fenton is a multi-service law firm headquartered in Silicon Valley, with highly focused practitioners.