Management and Career Moves

September 4, 2019

VLP Law Group Announces the Addition of Mike Morrissey as a Partner in its Technology Transactions Practice Group

PALO ALTO, Calif. — VLP Law Group LLP is pleased to announce that Mike Morrissey has joined the firm as a partner in its Technology Transactions Practice Group. Mr. Morrissey comes to VLP from MobileIron (NASDAQ: MOBL), #1 on Deloitte’s Technology Fast 500 in 2014 (for revenue growth from 2009-2013) and a VLP client….

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August 29, 2019

Paul B. Stetz Joins Fairport Wealth

CLEVELAND, Ohio — Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team….

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August 26, 2019

EPIC adds Cecille Feliciano in Los Angeles CA

LOS ANGELES, Calif. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Cecille Feliciano has joined the firm as Senior Vice President, Employee Benefits….

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August 22, 2019

Mid America Mortgage Promotes Michael Cooksey to Executive Managing Director of Production

ADDISON, Texas — Mid America Mortgage, Inc. (Mid America) announced today that it has promoted Michael Cooksey, founder of Mid America’s most successful branch The Cooksey Team, to Executive Managing Director of Production. In this new role, Cooksey will be responsible for overseeing and ensuring the success of Mid America’s current network of retail branches nationwide, as well as recruiting and on-boarding new branches….

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Founders of RBS Re Join EPIC Insurance Brokers and Consultants as Part of Growing EPIC Reinsurance Unit

MIAMI, Fla. — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the additions of Alex Soria, Tony Rodriguez, Randy Baker and Ken Knopp, a well-known and highly regarded team of Healthcare Reinsurance specialists, who spent nearly 20 years together as RBS Re and more recently as Cardinal Point, LLC (a South Miami based firm)….

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August 21, 2019

The Mortgage Collaborative Adds Two New Board Members, Enjoys Record Attendance at Summer Conference

SAN DIEGO, Calif. — The Mortgage Collaborative (TMC), the mortgage industry’s only independent cooperative, today announced the addition of Kate deKay and Allison Johnston to their prestigious board of directors. Johnston and deKay were voted in Sunday, August 18, 2019, during the Lender Co-op board meeting, which took place in Nashville, Tennessee during TMC’s summer conference….

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Lemme, a division of EPIC, Welcomes Owen Bailitz to Professional Services Firms Practice

ARLINGTON HEIGHTS, Ill. — Lemme, a division of EPIC Insurance Brokers & Consultants, announce today the addition of Owen Bailitz as a Principal within the firm’s Professional Services Firms Practice. He will be based in Lemme’s Arlington Heights, Illinois offices….

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August 14, 2019

Take Three Technologies Selects Ruth Lee, CMB, as Executive Vice President

DENVER, Colo. — Take Three Technologies (Take3(TM)), a Denver-based FinTech startup focused on empowering mortgage lenders and loan originators with best-in-class technology solutions today announced its hiring of Ruth Lee as the organization’s Executive Vice President….

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August 12, 2019

Bank of Southern California N.A. Names Joel Ewan Senior Vice President, Credit Administration

SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Joel Ewan as Senior Vice President, Credit Administration. In this newly created role, he will be responsible for managing, implementing, and evaluating credit policy initiatives as well as analyzing and structuring commercial credit for clients across multiple industry sectors….

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August 7, 2019

EHOP Health Hires Baker Freiberg as Vice President of Sales

RALEIGH, N.C. — EHOP Health(R), a chronic disease reversal company headquartered in the Triangle region, is proud to announce the hire of Baker Freiberg as Vice President of Sales. A veteran of the insurance industry, Freiberg brings extensive experience working with large employers that are looking for help reducing their healthcare costs….

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