Management and Career Moves
Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer
FRANKLIN, Tenn. — Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams….
Click n’ Close Promotes Daniel Forshey and Sady Mauldin to C-Suite
ADDISON, Texas — Click n’ Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, is pleased to announce the company has promoted Daniel Forshey to Chief Operating Officer and Sady Mauldin to Chief Compliance Officer….
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 role with ACI July 5….
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….
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….
EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania
HARRISBURG, Pa. — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania….
John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division….
Housing Finance Strategies Hires Stuart Quinn as Managing Director
WASHINGTON, D.C. — Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited mortgage consulting and product manager Stuart Quinn to join her firm as Managing Director….
Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division
CHICAGO, Ill. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division….
iEmergent appoints Chris Richey as Chief Analytics 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 Chris Richey as chief analytics officer. In this role, Richey will oversee and expand upon iEmergent’s data analytics capabilities, which help mortgage lenders identify gaps in sales coverage and effectively expand into new markets….