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Archive | Management Changes

EPIC adds Shelley Dawson, Jon Greenstein and John Gaffney to National Employer Services Platform

SAN FRANCISCO, Calif., Dec. 11, 2014 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Shelley Dawson, Jon Greenstein and John Gaffney have joined the firm in San Francisco.

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Spiezle Architectural Group, Inc. Announces Thomas S. Perrino, AIA, LEEDap Appointed to Managing Principal

TRENTON, N.J., Dec. 9, 2014 (SEND2PRESS NEWSWIRE) — Thomas S. Perrino, AIA, LEEDap, a principal at Spiezle Architectural Group, Inc., has been appointed to the new position of managing principal. Perrino will have operational oversight in expanding the firm’s markets, geography, and client base. In conjunction with his new responsibilities, he will continue to support the higher education and corporate/commercial markets.

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EPIC adds Crawford McInnis, Brian Tanner and Wilson Long in Birmingham, Alabama

SAN FRANCISCO, Calif., Nov. 10, 2014 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis, Brian Tanner and Wilson Long have joined the firm as principals in Birmingham, Ala.

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EPIC adds John Walsh as Executive Liability and Financial Lines Principal

SAN FRANCISCO, Calif., Oct, 21, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that John Walsh has joined the firm as their Principal of Executive Liability and Financial Lines insurance. Walsh brings more than 10 years of Financial Lines Broking, Placement, Underwriting, Business Development, Client Service, Operations and Claims Management experience to EPIC.

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The Compliance Group Taps Mortgage Quality Control, Operations Expert Jeremy Burcham as Chief Strategy Officer

CARLSBAD, Calif., Oct. 20, 2014 (SEND2PRESS NEWSWIRE) — Leading mortgage compliance services provider The Compliance Group, Inc. (TCG) announced it has hired Jeremy Burcham as Chief Strategy Officer. Bringing nearly 14 years of quality control and operations experience, Burcham will be responsible for formulating, facilitating and communicating TCG’s plans for the future. Burcham will also be working closely on product development and serving as a subject matter expert for sales and new technology initiatives.

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Mark Gustafson Joins Bank of Southern California

PALM DESERT, Calif., Oct. 16, 2014 (SEND2PRESS NEWSWIRE) — Bank of Southern California today announced that seasoned community banker, Mark Gustafson has been appointed to lead the bank’s Coachella Valley region. Mr. Gustafson most recently served as Market President for First California Bank which was sold and merged into Pacific Western Bank. He also served as President and CEO of Canyon National Bank, Ogden BancShares, Inc.

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EPIC adds Christopher Walker, Esq. as Director of Healthcare Compliance

SAN FRANCISCO, Calif., Oct. 15, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Christopher Walker, Esq. has joined the firm as Director of Healthcare Compliance and Associate General Counsel, Employee Benefits. Walker will be based in EPIC’s San Francisco headquarters and will report to Executive Vice President and General Counsel, Dan Crawford.

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EPIC Co-founder Dan Francis to Leave Firm

SAN FRANCISCO, Calif., Oct. 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Co-founder and Executive Chairman Dan Francis has elected to leave the firm effective November 1, 2014.

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EPIC adds Bill Cosgrove as Financial Institutions Practice Leader

SAN FRANCISCO, Calif., Oct. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that William P. (Bill) Cosgrove has joined the firm as managing principal and Financial Institutions Practice leader. Cosgrove brings 28 years of insurance industry underwriting, production, marketing, client service, management and executive leadership experience to the firm.

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EPIC Names Insurance Veteran Peter Garvey as COO

SAN FRANCISCO, Calif., Oct. 9, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the appointment of insurance industry veteran Peter Garvey as Chief Operating Officer (COO), a newly created position reporting to CEO John Hahn. Bringing EPIC nearly 35 years of insurance brokerage strategic operations, mergers and acquisitions, and executive leadership experience, Garvey will be chartered with further accelerating EPIC’s growth momentum.

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VLP Law Group Grows with the Addition of Jeremy Cubert and Richard Kimball to its Intellectual Property and Corporate Groups

PALO ALTO, Calif., Oct. 7, 2014 (SEND2PRESS NEWSWIRE) — VLP Law Group LLP is pleased to announce the addition of Jeremy A. Cubert and Richard N. Kimball. Jeremy will join the Intellectual Property Practice Group as a partner based in the Washington D.C. area. Richard, based in Boston, focuses on corporate and transactional matters.

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David Wiesner joins EPIC as Regional Director

SAN FRANCISCO, Calif., Oct. 6, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that David Wiesner has joined the firm as managing principle and regional director in EPIC’s Employee Benefits Consulting Division. Wiesner brings 25 years of experience in strategic market planning, sales organizational leadership, new product/service development and health and welfare plan consulting to the firm.

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EPIC adds Multinational Placement Specialist Annette Shepherd in its Southeast Region

DULUTH, Ga., Sept. 22, 2014 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty insurance brokerage and employee benefits broker, announced today that it has added Annette Shepherd as a Multinational Placement Specialist and Account Executive on their risk management team in the Southeast. Shepherd brings over 30 years of insurance and risk management experience, including 10 years as a Multinational Placement Broker.

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ReverseVision Launches Professional Services Division for Reverse Mortgage Lenders, Names Jeff Birdsell Vice President

SAN DIEGO, Calif., Sept. 18, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced the launch of their Professional Services division aimed at helping reverse mortgage lenders and brokers to be more successful.

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Karen Kutger Joins Wholesale Trading Co-Op in New Jersey

SAN FRANCISCO, Calif., Sept. 18, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that professional liability brokerage veteran Karen Kutger has joined the firm as Senior Vice President. Kutger joins WTCI from Howden Insurance Services, Inc. where she specialized in professional liability, management liability, cyber liability and related financial lines coverages. Her portfolio of retail sourced business will be accompanying her as part of the move.

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United Wholesale Mortgage Promotes Laura Lawson to Chief People Officer

TROY, Mich., Sept. 16, 2014 (SEND2PRESS NEWSWIRE) — United Wholesale Mortgage (UWM), one of the largest and fastest wholesale mortgage lenders in the nation, announced that Laura Lawson has been promoted to the newly created position of chief people officer (CPO). Previously, Lawson served as senior vice president of marketing where she was responsible for all aspects of the company’s wholesale marketing efforts.

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EPIC adds Tiffany McClellan in Southern California

IRVINE, Calif., Sept 10, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tiffany McClellan has joined the firm as Regional Director Employee Benefits. McClellan brings 16 years of experience in strategic market planning, sales organizational leadership, new product/service development and health and welfare plan consulting to the firm.

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Lone Star EMMY Chapter of NATAS Announces New Executive Director

DALLAS, Texas, Sept. 3, 2014 (SEND2PRESS NEWSWIRE) — On Wednesday, August 20, the Lone Star Emmy Chapter announced Terry Markis as their new Executive Director. Markis has been with the organization as the Chapter Administrator since January 2005. She fills the position previously held by Misti Torres McCarty, the chapter’s longtime Executive Director, who passed away in 2013.

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EPIC adds retail team from JLT Towers Re

SAN FRANCISCO, Calif., Aug. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationwide retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of the retail risk management and property/casualty team of JLT Towers Re. This strategic build-out of a team serving large, complex risk management accounts is a product of EPIC’s broadening alliance partnership and collaboration with JLT Towers Re. The agreement is effective August 11.

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Cogensia announces expansion with hire of Barbara Olson as Senior Vice President, Loyalty Solutions, along with 3 new hires

CHICAGO, Ill., Aug. 12, 2014 (SEND2PRESS NEWSWIRE) — Cogensia continues to grow its management team through addition of several new employees at Cogensia; including Barbara Olson as Senior Vice President, Loyalty Solutions, Mary Kay Simpson as Vice President, Product Management and Marketing, Albert Pardilla as Manager, Client Solutions, and Andie Kulach as Account Manager.

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VLP Continues to Grow with the Addition of Mark D. Taylor and Jeffrey A. Fromm

PALO ALTO, Calif., Aug. 5, 2014 (SEND2PRESS NEWSWIRE) — VLP Law Group LLP is pleased to announce the addition of Mark D. Taylor and Jeffrey A. Fromm as partners. Mark, based in Washington, D.C., practices bankruptcy law. Jeff, based in New York City, focuses on corporate and transactional matters.

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Andrea Levin joins EPIC as a Vice President in Petaluma

PETALUMA, Calif., July 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of Andrea Levin as a vice president in their Petaluma office. Levin brings 24 years of experience in the development and management of property and casualty insurance and risk management programs, working with a wide range of business and industry and specializing in financial institutions.

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IDS Hires Compliance Officer Paul Morton to Assist in CFPB Mortgage Disclosure Implementation

SALT LAKE CITY, Utah, June 3, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announces it has expanded its compliance team with the addition of Paul Morton as compliance officer and assistant in-house counsel.

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EPIC expansion lands new Chief Growth Officer

SAN FRANCISCO, Calif., May 12, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Chris Duncan has joined the firm’s executive team as Chief Growth Officer (CGO). Duncan brings 26 years of experience in finance, risk management, security, mergers and acquisitions and executive leadership to the firm.

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