Management and Career Moves

May 30, 2025

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….

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May 8, 2025

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….

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April 29, 2025

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….

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April 22, 2025

Class Valuation expands sales leadership with industry veterans Jim Bannister and Scott Shaw

TROY, Mich. — Class Valuation, a leading real estate appraisal management company (AMC), announced today the expansion of its national sales team with the appointments of Jim Bannister and Scott Shaw as senior sales executives. Together, they bring over 45 years of combined experience in mortgage lending, financial services and technology to the company’s expanding leadership….

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NY Mental Health Center Expands Clinical Team with Top Psychologists and Psychiatrists

NEW YORK, N.Y. — NY Mental Health Center (NYMHC), in partnership with Genovese Psychiatry Services, PC, is proud to announce a significant expansion of its clinical team with the addition of eight highly regarded mental health professionals, including licensed psychologists and psychiatric providers. This marks a pivotal moment in the center’s growth, further solidifying NYMHC as one of New York’s leading providers of integrated, telehealth-based mental health services….

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April 15, 2025

Class Valuation appoints Chris Flynn as chief data officer to accelerate innovation and data strategy

TROY, Mich. — Class Valuation, a leading real estate appraisal management company (AMC), announced today that Chris Flynn has joined its leadership team as chief data officer effective April 1. In his new role, Flynn will lead Class Valuation’s enterprise data strategy, overseeing the development of scalable analytics, AI capabilities and automation to improve valuation accuracy, speed and transparency….

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April 9, 2025

Renowned Technology Leader, Mark Tonnesen, Joins TAG CXO

PHOENIX, Ariz. — TAG CXO is bringing the best of the best to its fractional advisory team. We’re proud to announce the addition of Mark Tonnesen. Tonnesen is a highly sought-after, high-powered business and technology leader with more than 25 years of experience in high-tech, security, financial services, gaming and transportation….

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Click n’ Close Expands Correspondent Lending Sales Team with Mortgage Industry Veteran Kim Schenck

ADDISON, Texas — Click n’ Close (CNC), a multi-state mortgage lender, announced today that Kim Schenck has joined its Correspondent Lending Sales team as Correspondent Manager. In her new role, Schenck will lead the expansion of the company’s proprietary down payment assistance (DPA) program, which plays a key role in helping more borrowers achieve homeownership….

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March 12, 2025

Alliance Group Announces Key Promotions and New Hires

LAWRENCEVILLE, Ga. — Alliance Group is proud to announce four significant promotions within its leadership team, reinforcing the company’s commitment to excellence and growth. Additionally, two talented new team members have joined the organization, bringing valuable expertise to support Alliance Group’s expanding initiatives….

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March 6, 2025

Floify taps Sol Klein as head of client experience and business operations

BOULDER, Colo. — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced the appointment of Sol Klein as head of client experience and business operations. Klein, a seasoned mortgage technology executive with extensive experience in customer success and implementation, will lead initiatives to help clients maximize the value of their investment in Floify’s platform….

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