Management and Career Moves
FormFree names former ICE finance executive Patrick Rutherford as CFO to fuel its next stage in company growth
ATHENS, Ga. — FormFree today announced that it has appointed Patrick Rutherford, former finance executive at Intercontinental Exchange (NYSE: ICE), as chief financial officer (CFO). In his new role at FormFree, Rutherford will lead the organization’s finance, accounting and compliance functions….
EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice….
KROST CPAs & Consultants Announces Greg Kniss as Chairman of the Board, Jason Melillo as CEO and Keith Hamasaki as Principal of Assurance and Advisory
LOS ANGELES, Calif. — Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services….
The New York Milk Bank Announces Appointment of New Executive Director, Linda Harelick, MBA, DrPH
VALHALLA, N.Y. — The New York Milk Bank (NYMB), founded six years ago, today announced the appointment of its new Executive Director, Linda Harelick, MBA, DrPH. The New York Milk Bank (NYMB) is a non-profit organization that collects extra breast milk from healthy lactating women. The milk is then pasteurized and distributed to babies in need throughout the Tri-State area….
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….