Management and Career Moves

April 4, 2017

Melyn Acasio Joins Bank of Southern California, N.A.

SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Melyn Acasio has joined the Bank as Vice President, Client Relationship Manager at the Del Mar Corporate office. She will primarily focus on building new client relationships for the bank….

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March 24, 2017

Alessandro Feitosa joins 5 Bars as Vice President, Solution Engineering

IRVINE, Calif. — 5 BARS(R) announced today that Alessandro Feitosa has joined 5 Bars as Vice President, Solution Engineering. Alessandro brings 15 years of experience and expertise in the sports and technology space. He has led strategic pursuits and deployments across the globe….

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March 22, 2017

LBA Ware Adds Matthew Marshall as Solutions Consultant

MACON, Ga. — LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced it has hired Matthew Marshall as a solutions consultant to support the firm’s sales efforts. In this role, Marshall will be responsible for articulating the value proposition of LBA Ware’s solutions….

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March 13, 2017

Hoge Fenton Intellectual Property and Privacy & Data Security Practice Grows

SAN JOSE, Calif. — We are pleased to announce that Counsel Lee Lueddemann, formerly of the Law Office of Leopold Lueddemann in San Ramon, Calif., and Associate Marianna Khoury, formerly of Twitter, Inc., have joined Hoge Fenton. Both are members of the firm’s Intellectual Property and Privacy & Data Security Groups….

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Ascende – an EPIC Company adds Gary C. McKinney to Southwest Region Business Development Team

HOUSTON, Texas — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Gary C. McKinney has joined the firm’s Southwest Region Employee Benefits Consulting Practice in Houston (Ascende – an EPIC Company) as Business Development Manager….

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February 23, 2017

Philip Stevens joins Optima Group as Director

FAIRFIELD, Conn. — Philip C. Stevens has joined Optima Group, Inc. as Director, with responsibility for helping the firm’s clients achieve their goals through the development of business and marketing strategies as well as the deployment of communications initiatives. A seasoned executive from the financial services and insurance industries, Philip was most recently with Pappas MacDonnell, Inc., where he worked with a variety of clients in banking, investment management, insurance and business services….

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Global DMS Hires Industry Veteran Julie Bussey as Director of National Accounts

LANSDALE, Pa. — Global DMS, a leading provider of cloud-based compliant valuation management software, announced that Julie Bussey has joined the company as national accounts director. In this businesses development position, she will play an instrumental role in introducing Global DMS’ suite of automated valuation management technology solutions to the mortgage lending industry….

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February 16, 2017

EPIC’s Thomas E. O’Neil Returns to New York as President of EPIC’s Northeast Region

NEW YORK, N.Y. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Thomas E. O’Neil has been appointed Northeast Region President, relocating to New York City from EPIC’s headquarters in San Francisco….

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February 15, 2017

Chris Kiley Joins Wholesale Trading in San Francisco

SAN FRANCISCO, Calif. — Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran Chris Kiley has joined the firm as Managing Director/Property Broker. WTIS is a privately-held wholesale insurance broker created and managed by industry veterans whose goal is to better align the business interests of the retail broker, the wholesaler and insurance carriers….

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February 13, 2017

EPIC Insurance Adds Adam Frugoli as Vice President in Health Care Strategy Group

IDAHO FALLS, Idaho — EPIC Insurance Brokers & Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Adam Frugoli has joined the firm as a vice president of EPIC’s Health Care Strategy Group. Frugoli will be responsible for new business development, program design and management, marketing and coverage placement….

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