Management and Career Moves
Down Payment Resource welcomes Marcy Ash, AMP, as Director of Strategic Projects
ATLANTA, Ga. — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced it has appointed Marcy Ash, AMP, as director of strategic projects. In her role at DPR, Ash will manage relationships with state Housing Finance Agencies (HFAs) and spearhead industry partnerships and strategies that help DPR deliver greater value to its customers….
Jennifer Oliverio Takes Over Local Edward Jones Branch Office
PUEBLO, Colo. — Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington….
EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles….
ReverseVision Recruits Marketing Maven Scott Shepherd to Elevate Brand and Support Growth
SAN DIEGO, Calif. — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision’s marketing department and is responsible for the design and implementation of its new marketing strategy….
Luxury brand leader, Lisa Baldwin, joins TAG CXO
PHOENIX, Ariz. — Lisa Baldwin, an industry veteran with a track record of successes with paramount brands like Tiffany and Co., Coach and Macy’s, is bringing her earned expertise to TAG CXO as a fractional CIO. Baldwin’s remarkable insights come from 30 years of IT experience, managing modernization and transformation across all aspects of business….
Paragon Hires Industry Vet for East Coast Expansion
AVON, Conn. — Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Patrick Carroll as senior vice president – Eastern Region, effective January 31, 2022. Carroll brings more than 38 years of property and casualty and workers’ compensation experience to his role at Paragon….
Alliance Group, a leading national insurance marketing organization, announces a series of promotions for 2022
ATLANTA, Ga. — Alliance Group, a leading national insurance marketing organization (IMO), announced a series of promotions within their ranks, effective immediately. Mark Powell was promoted from Systems Engineer to Chief Strategy Officer,…
Nomis Solutions Appoints Fintech Veteran George Neal as Chief Product Officer, Promotes Prashant Balepur to SVP, Corporate Strategy and Partnerships
SAN FRANCISCO, Calif. — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently announced the appointment of George Neal as chief product officer. In this role, Neal will oversee strategy and development for new and existing products across all Nomis industry verticals….
ReverseVision Hires Industry Veteran Steve Butler as Director of Business Development
SAN DIEGO, Calif. — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added long-time mortgage professional Steve Butler to the company’s sales team, who brings more than 35 years of experience to the company. ReverseVision has been adding resources in key functional areas as part of its strategic expansion plan….
EnergyCAP Names Lalit Agarwal Vice President, Energy Management and Sustainability
STATE COLLEGE, Pa. — EnergyCAP, LLC, the leading provider of energy management and utility bill processing software, today announced that Lalit Agarwal has been named Vice President, Energy Management & Sustainability….