Management and Career Moves

May 16, 2024

Glancy Wine Education Foundation Adds New Board Members and Achieves Platinum Charity Rating

SAN FRANCISCO, Calif. — The Glancy Wine Education Foundation is pleased to announce the addition of several new members to its all-volunteer board, as well as its achievement of Platinum Transparency, the highest rating possible from Candid’s Guidestar charity ratings system. Established in 2020, The Glancy Wine Education Foundation is a registered a 501(c)(3) tax-exempt, not-for-profit organization….

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May 14, 2024

Dark Matter Technologies appoints former Ellie Mae executive as deputy chief product officer

JACKSONVILLE, Fla. — Dark Matter Technologies (Dark Matter) today announced the appointment of Vikas Rao as deputy chief product officer. Reporting directly to Chief Product Officer Stephanie Durflinger, Rao is charged with overseeing enhancements to the Empower® loan origination system (LOS) and establishing Dark Matter’s developer community, which will help lenders embed automation deeper in their origination workflows and more tightly integrate their systems using open application programming interfaces (APIs) and widgets….

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May 13, 2024

23-year industry veteran Jason Mapes joins Floify as head of sales

BOULDER, Colo. — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced the appointment of Jason Mapes as head of sales. Mapes, who previously served as director of sales for nCino’s Mortgage Suite, brings a wealth of experience to spearhead Floify’s national sales initiatives….

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May 2, 2024

Resell CNC welcomes metalworking industry veteran Jeff Kopp as new Vice President of Resell CNC Auctions

ORLANDO, Fla. — Resell CNC is thrilled to announce the appointment of Jeff Kopp as our new Vice President of Resell CNC Auctions to our team. Jeff Kopp has over 40 years of experience in the metalworking and auction industries….

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MMI adds Ron Ross as CFO to fuel the growth of its mortgage data intelligence platform

SALT LAKE CITY, Utah — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that Ron Ross, an established senior executive, will fill the role of chief financial officer….

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May 1, 2024

Joe Moore Appointed Head of Keel Point Family Office

HUNTSVILLE, Ala. — Keel Point, LLC (“Keel Point”) is pleased to announce the appointment of Joe Moore to Chief Wealth Officer of the firm’s Family Office business. Joe joined Keel Point in 2011 and was formerly a Senior Family Wealth Director with Keel Point Family Office. He takes over from Douglas Andre who will continue supporting Keel Point Family Office clients as Senior Family Office Counsel….

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April 23, 2024

Informative Research Adds Mortgage Finance Expert Kurt Raymond, CMB as Senior Vice President

GARDEN GROVE, Calif. — Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced it has expanded its team to add mortgage industry veteran Kurt Raymond, CMB as Senior Vice President and Borrower Journey Engineer. The move reflects Informative Research’s commitment to helping lenders streamline origination costs and enhance the borrower experience….

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April 17, 2024

Alliance Group Promotes Travis Grenier to Vice President of Marketing

ATLANTA, Ga. — Alliance Group, a leader in the life insurance and annuity sectors, is thrilled to announce the promotion of Travis Grenier to Vice President of Marketing. Grenier, a ten-year veteran at Alliance Group, has been instrumental in developing the company’s internal video marketing production studio and program, setting a new standard in the independent marketing space within the life insurance and annuity industries….

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Carlos Vazquez Enters New Role as Marketing Coordinator at Alliance Group

ATLANTA, Ga. — Alliance Group, a leading IMO in the life insurance and annuity sectors, is pleased to announce Carlos Vazquez’s transition to a full-time role as Marketing Coordinator within the company’s esteemed marketing team. After an impactful 15 months serving as a Special Assistant to the CEO, Vazquez will now lend his talents to the coordination, prioritization, and execution of daily tasks for the marketing team, further enhancing the support and resources available to Alliance Group’s independent agents, agencies, and partners….

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Chrissy Disco Promoted to Alliance Group VP of Agent Experience

ATLANTA, Ga. — Alliance Group, a leading national IMO in the life insurance industry, recently announced the promotion of Chrissy Disco to Vice President of Agent Experience. Having dedicated nine years to the company, Disco has been a cornerstone in establishing a cohesive style and brand identity for Alliance Group in her previous role as Creative Director. Her significant contributions have been pivotal in crafting the exceptional agent experience that has become synonymous with the Alliance Group name….

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