Management and Career Moves
EPIC Insurance Brokers adds Jose Palmer in Houston, Texas
HOUSTON, Texas — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that Jose Palmer has joined the firm’s Energy and Marine Practice, within its Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner….
EPIC Insurance Brokers adds Nikki Howes in Houston TX
HOUSTON, Texas — EPIC Insurance Brokers and Consultants announced today that Nikki Howes has joined the firm’s Energy and Marine Practice, within its Property and Casualty operations, as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner….
New York Marketing Association Appoints Director of Communications
NEW YORK, N.Y. — The New York Marketing Association (NYMA) has appointed Caroline Cooke, Founder & Creative Director of Bright Humor, as its Director of Communications. Founded in 2016, the New York Marketing Association seeks to connect like-minded innovators and thought leaders within the marketing community….
Specialty Tax Firm KBKG Names John W. Hanning Principal
COLUMBUS, Ohio — Nationwide tax specialty firm KBKG recently promoted John W. Hanning to Principal. John leads a team of engineers and specialists based out of the firm’s Atlanta office that services both the Midwest and Southeast region that stretches from Ohio to Florida….
IT Partners Names Industry Veteran Josh Hauser Chairman of its Board of Directors
TAMPA, Fla. — IT Partners LLC, a trusted adviser in the data and security space, today announced it has named industry veteran Josh Hauser as the Chairman of the Board of Directors, joining a team that possesses a long list of business and military success….
Mary Shah Named Principal at Strategic Benefits Advisors, Inc.
ATLANTA, Ga. — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of retirement plan consultant Mary Shah as its newest principal. Shah’s promotion recognizes a track record of outstanding client service delivery and business development contributions since joining SBA….
Caminar Announces Mark Cloutier as New CEO
SAN MATEO, Calif. — The Board of Directors of Caminar has announced the appointment of Mark Cloutier, MPP, MPH, as Chief Executive Officer of the $39M nonprofit behavioral health organization. Dedicated to empowering and supporting individuals and families with complex needs to move toward resilience, wellness and independence, Caminar serves more than 20,000 people each year in the San Francisco Bay Area and Northern California….
Bank of Southern California N.A. Names Scott Yates Regional Managing Director
SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the appointment of Scott Yates as Group Managing Director of Branch Sales and Deposit Origination. He will be responsible for leading the branch banking group in their efforts to grow the bank’s core deposits, deepening existing client relationships and originating new client relationships….
EPIC Adds Scott Davis as President of National Specialty Practice Group in Nashville
NASHVILLE, Tenn. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran Scott Davis as President of EPIC’s National Specialty Practice Group. Davis joins EPIC effective February 5, 2019 and will be based in the firm’s Nashville office….
Utelogy Continues Transformation with Appointment of Kevin Morrison as CEO
LOS ANGELES, Calif. — Utelogy Corporation, the leading software company in Enterprise Management & Control, announced today that it has appointed industry veteran Kevin Morrison as Chief Executive Officer to lead the company through its next phase of innovation and growth….