Tag: Management and Career Moves

  • Joe Moore Appointed Head of Keel Point Family Office

    HUNTSVILLE, Ala. — Keel Point, LLC (“Keel Point”) is pleased to announce the appointment of Joe Moore to Chief Wealth Officer of the firm’s Family Office business. Joe joined Keel Point in 2011 and was formerly a Senior Family Wealth Director with Keel Point Family Office. He takes over from Douglas Andre who will continue…

  • Informative Research Adds Mortgage Finance Expert Kurt Raymond, CMB as Senior Vice President

    GARDEN GROVE, Calif. — Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced it has expanded its team to add mortgage industry veteran Kurt Raymond, CMB as Senior Vice President and Borrower Journey Engineer. The move reflects Informative Research’s commitment to helping lenders streamline origination costs and enhance the…

  • Alliance Group Promotes Travis Grenier to Vice President of Marketing

    ATLANTA, Ga. — Alliance Group, a leader in the life insurance and annuity sectors, is thrilled to announce the promotion of Travis Grenier to Vice President of Marketing. Grenier, a ten-year veteran at Alliance Group, has been instrumental in developing the company’s internal video marketing production studio and program, setting a new standard in the…

  • Carlos Vazquez Enters New Role as Marketing Coordinator at Alliance Group

    ATLANTA, Ga. — Alliance Group, a leading IMO in the life insurance and annuity sectors, is pleased to announce Carlos Vazquez’s transition to a full-time role as Marketing Coordinator within the company’s esteemed marketing team. After an impactful 15 months serving as a Special Assistant to the CEO, Vazquez will now lend his talents to…

  • Chrissy Disco Promoted to Alliance Group VP of Agent Experience

    ATLANTA, Ga. — Alliance Group, a leading national IMO in the life insurance industry, recently announced the promotion of Chrissy Disco to Vice President of Agent Experience. Having dedicated nine years to the company, Disco has been a cornerstone in establishing a cohesive style and brand identity for Alliance Group in her previous role as…

  • Mortgage Subservicer Dovenmuehle Hires Aaron Belovsky as Chief Data Officer

    LAKE ZURICH, Ill. — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading residential mortgage subservicer, announced today that it has hired Aaron Belovsky as Chief Data Officer (CDO). In this role, Belovsky will lead data governance, data engineering and machine learning strategies.

  • Dr. Melissa Prutch Steps Into Excellence with Modern Foot & Ankle

    WESTCHASE, Fla. — Modern Foot & Ankle, a leading podiatric group with offices in Florida and Texas, proudly announces the addition of Melissa Prutch, DPM, to its esteemed team of foot and ankle specialists. Dr. Prutch brings a wealth of experience and a deep commitment to patient care to the practice, further enhancing its mission…

  • Optimal Blue Announces Promotion of Rick Allen to Chief Operating Officer

    PLANO, Texas — Optimal Blue today announced that it has elevated Rick Allen to chief operating officer (COO). Most recently serving as Optimal Blue’s chief administrative officer, Allen brings more than 35 years of experience in the housing industry to his senior leadership role. Throughout his tenure at Optimal Blue, Allen has played an integral…

  • MMI Welcomes Ryan Minard as Senior Sales Engineer

    SALT LAKE CITY, Utah — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that Ryan Minard is its newest senior sales engineer. With more than 17 years of collective experience in mortgage and creative marketing, Minard’s expertise lies in applying an…

  • Floify’s Sofia Rossato named as advisor to the Broker Action Coalition board of directors

    BOULDER, Colo. — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that President and General Manager Sofia Rossato has been named as a board advisor to the newly formed board of Broker Action Coalition (BAC), a nonprofit organization created in 2022 to advocate for legislative reform and educational advancement within the independent mortgage…