Management and Career Moves
FirstClose Strengthens Sales Team with Industry Veterans to Support Growth in Home Equity Lending
AUSTIN, Texas — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced the expansion of its sales organization with the addition of four accomplished industry sales professionals. These new team members bring deep industry experience and proven track records that will support the company’s continued growth in home equity lending….
Home equity fintech FirstClose promotes Andria Lightfoot to vice president of client success
AUSTIN, Texas — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced today the promotion of Andria Lightfoot to vice president of client success. In her new role, Lightfoot will join the sales and revenue organization and be responsible for implementation and customer success strategy….
Mobilfy Worldwide, LLC Welcomes David ‘Dave’ Terlizzi as Director of SMB and Mid-Market Sales
BROOKLYN, N.Y. — Mobilfy is proud to announce that David “Dave” Terlizzi joins the company on Tuesday, September 2, 2025 as Director of SMB & Mid-Market Sales. In this new role, Dave will lead Mobilfy’s expansion in the SMB and mid-market segment, driving growth strategies and partner engagement to strengthen the company’s position as the premier master agent for T-Mobile for Business….
Friday Harbor adds Chris Simms, Gregory Buehler to leadership team to accelerate AI-powered mortgage origination
SEATTLE, Wash. — Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, announced two strategic hires today: Chris Simms has joined as head of strategic partnerships, and Gregory Buehler has joined as founding product manager. They bring over 35 years of combined experience in mortgage lending, product strategy and technology innovation….
Glancy Wine Education Foundation Welcomes New Board Members
SAN FRANCISCO, Calif. — The Glancy Wine Education Foundation (GWEF) today announced the appointment of two new board members, Brandon Ford and Annie Shi, as the organization marks a leadership transition with the stepping down of Vice President Alder Yarrow after five years of dedicated service….
ACES Quality Management strengthens executive team with key promotions in compliance leadership
DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the promotion of two internal compliance leaders: Amanda Phillips to general counsel and executive vice president of compliance, and Savannah Prout to associate vice president of compliance….
Strategic Benefits Advisors welcomes Andy Clonts as director and senior benefits consultant
ATLANTA, Ga. — Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of Andy Clonts as director and senior benefits consultant. In this role, Clonts will be responsible for driving business growth while leveraging his extensive experience in employee benefits strategy, healthcare navigation and client engagement to deliver tailored solutions to SBA’s expanding roster of clients….
Click n’ Close Appoints Mortgage Wholesale Veteran Tony Catanese as Regional Sales Manager to Lead East Coast Expansion
ADDISON, Texas — Click n’ Close, a multi-state mortgage lender and innovator in third-party origination (TPO), announced Thursday that Tony Catanese has joined the company as regional sales manager. In this role, Catanese will lead the company’s wholesale and non-delegated expansion across the East Coast, focusing on building and developing a high-performing sales team….
US Farm Data Names Chris Sidles Director of Innovative Data Solutions
OMAHA, Neb. — US Farm Data is pleased to announce the hiring of Chris Sidles as Director of Innovative Data Solutions, a newly created role designed to expand the company’s strategic partnerships with enterprise-level agribusinesses and related sectors. In this role, Sidles will work directly with executive leadership teams – CEOs, CMOs, VPs of Marketing and Strategy….
Klingenstein Fields Advisors Expands Its South Florida Team
WEST PALM BEACH, Fla. — Klingenstein Fields Advisors is pleased to announce the addition of Christopher E. Havlicek, Client Development, Managing Director, to its South Florida team. He joins John A. Pavela, CFA, Senior Advisor, Partner, and Michael S. Schiff, J.D., AEP, TEP, Client Development, Managing Director, in its offices located at 515 North Flagler Drive in West Palm Beach….