Tag: Management and Career Moves
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Housing Finance Strategies Names Industry Leader Jeff Jaffee as Senior Advisor
WASHINGTON, D.C. — Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance.
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EPIC Welcomes Jay Yarid – Adds to EPIC’s Employee Benefits Practice
DALLAS, Texas — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.
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KROST Announces Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax
LOS ANGELES, Calif. — Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.
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EPIC Welcomes Natalia Greene, Esq.
ARLINGTON HEIGHTS, Ill. — EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm’s Lemme division as Senior Vice President, Risk Management.
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Bill Gorab Takes Over Local Edward Jones Branch Office in Colorado Springs
COLORADO SPRINGS, Colo. — Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.
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ACI Board of Trustees Appoints April Arnold as ACI Executive Director
CHICAGO, Ill. — The Board of Trustees of Associated Colleges of Illinois (ACI) appointed April Arnold, CFRE, as ACI executive director, succeeding Mick Weltman, who will retire after leading the organization for nearly eight years. Arnold brings substantial experience as a leader and fundraiser in higher education institutions and nonprofit organizations. She begins her leadership…
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iEmergent appoints Megan Horn as Chief Marketing Officer
DES MOINES, Iowa — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Megan Horn as chief marketing officer (CMO). In this role, Horn will oversee marketing, public relations, brand management and customer experience for the growing company.
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Sales Boomerang and Mortgage Coach Merge, Appoint Richard Harris as CEO
OWINGS MILLS, Md. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced their merger and the appointment of SaaS executive Richard Harris as CEO.