Management and Career Moves

February 1, 2018

Lorrie Osterhage Joins Greyling – a Division of EPIC in St. Louis as a Vice President

ST. LOUIS, Mo. — EPIC Insurance Brokers and Consultants (EPIC) announced today that risk management and insurance professional Lorrie Osterhage has joined the firm’s Architects and Engineers Practice (Greyling – a Division of EPIC) in St. Louis, Mo. as a Vice President….

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January 24, 2018

Bank of Southern California N.A. announces new SBA and Commercial Real Estate Lending Group Led by Steve Pollett

SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), announced that Steve Pollett has joined the company as SVP, SBA and Commercial Real Estate Lending Group Manager. With more than 30 years’ experience in SBA and Commercial Real Estate lending, Pollett will be responsible for leading a team to provide financing to small and medium-sized businesses throughout the Southern California region….

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January 23, 2018

Paragon Insurance Holdings LLC Names Andrew Petersen as Regional President and EVP of Reinsurance Operations

AVON, Conn. — Paragon Insurance Holdings, LLC (“Paragon”), a national multi-line specialty MGA, today announced the addition of Andrew Petersen to the Paragon executive management team as Regional President and EVP of Reinsurance Operations. Petersen will report to Ron Ganiats, Paragon’s CEO….

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January 22, 2018

EPIC Insurance Adds Philip Westphal in Sacramento, Calif.

SACRAMENTO, Calif. — EPIC Insurance Brokers and Consultants (‘EPIC’) announced today that risk management and insurance professional Philip Westphal has joined the firm’s commercial property/casualty team in Sacramento, Calif. as a Risk Advisor/Broker in EPIC’s Healthcare Practice. Westphal will report to Managing Principal and Healthcare Practice Co-leader, Tom McCready….

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January 19, 2018

Kathy Gonzales Named Senior Vice President, Director of Branch Banking for Bank of Southern California N.A.

SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink:BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has appointed Kathy Gonzales as Senior Vice President, Director of Branch Banking. She will be responsible for supporting the Bank’s commitment to the customer experience by deepening customer relationships, and identifying opportunities to increase the bank’s market share….

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January 17, 2018

Continuing Its Growth, VLP Law Group Welcomes Partner Debra B. Vernon to the Firm’s Corporate Practice Group

PALO ALTO, Calif. — VLP Law Group LLP is pleased to announce that Debra B. Vernon has joined the firm’s Corporate Practice Group as a partner based in the San Francisco Bay area. Ms. Vernon is a mentor at the Nasdaq Entrepreneurial Center and for the Branson Centre for Entrepreneurship – Caribbean….

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January 15, 2018

Transformational Mortgage Solutions (TMS) Founder David Lykken Names Beth Ozenghar President and COO

AUSTIN, Texas — Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS) today announced that it has named Beth Ozenghar its new president and COO. Ozenghar, whose mortgage career spans three decades, had been in the role of senior executive advisor with TMS since 2016. TMS Founder David Lykken will retain the title of founder and chief transformation officer, focusing on spearheading the firm’s management consulting engagements….

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January 10, 2018

Mortgage Capital Trading Bolsters its Marketing Team with the Addition of Ian Miller as CMO

SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Ian Miller has joined the company as Chief Marketing Officer (CMO). In this newly created position, he is responsible for ensuring that MCT’s marketing strategy effectively supports the company’s business plan and helps drive growth….

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January 9, 2018

Digital Mortgage Point-of-Sale Pioneer Cloudvirga Hires Sean McEvoy as Chief Customer Officer

IRVINE, Calif. — Cloudvirga Inc., developer of intelligent mortgage point-of-sale (POS) platforms, has appointed Sean McEvoy as its chief customer officer. As a member of the senior leadership team, McEvoy will be responsible for the firm’s customer leadership, implementation and support functions. He has an extensive background in building world-class customer success organizations at FileNET, IBM, Quest and Dell. He will report to Cloudvirga CEO Michael Schreck….

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January 5, 2018

VLP Law Group Continues Its Growth with the Addition of Real Estate Partner Debra Schiff

PALO ALTO, Calif. — VLP Law Group LLP is pleased to announce that Debra Schiff has joined the firm’s Real Estate Practice Group as a partner based in Los Angeles, California. Ms. Schiff is the second Los Angeles based attorney to join the firm’s growing Real Estate Practice Group in recent weeks. Los Angeles attorney Craig P. Wood joined the firm as a Partner in December….

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