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Archive | Management Changes

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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Ms. Yun-Ju Choi Named New Executive Director of Coalition for a Better Acre – a Massachusetts NonProfit

LOWELL, Mass., April 28, 2014 (SEND2PRESS NEWSWIRE) — Following a comprehensive national search, the Board of Directors of the Coalition for a Better Acre in Lowell proudly announces the hiring of Yun-Ju Choi as the organization’s new Executive Director. Coalition for a Better Acre (CBA) is a membership-based community development corporation dedicated to resident empowerment and sustainable community revitalization for current and future residents of Lowell and the Merrimack Valley.

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EPIC names Michael Gonthier as new Chief Financial Officer

SAN FRANCISCO, Calif., April 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Gonthier has joined the firm as Chief Financial Officer. EPIC’s current CFO, Elaine Andrian, will now focus on merger and acquisition strategy and diligence as the firm continues to expand nationally.

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TeamSnap Names Daryl Overholt as Chief Financial Officer

BOULDER, Colo., April 10, 2014 (SEND2PRESS NEWSWIRE) — TeamSnap, the service that helps you manage your sports teams and activities, today appointed Daryl Overholt as Chief Financial Officer. Daryl will lead TeamSnap’s financial, accounting and administrative operations, and help the leadership team accelerate the company’s growth.

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ReverseVision Adds Gregg Holsapple as Product Strategist

SAN DIEGO, Calif., March 20, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision the leading software and technology provider for the reverse mortgage industry, is pleased to announce that Gregg Holsapple has joined as Product Strategist. In this role, Holsapple will have responsibility for product and program analysis, developing requirements and building out our product design process.

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ReverseVision Adds Mark Johnson as Customer Support Manager, Moves Joseph Rinner to Product Manager

SAN DIEGO, Calif., March 6, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading software and technology provider for the reverse mortgage industry, is pleased to announce that industry expert Mark Johnson has joined our team in the role of Customer Service Manager. Johnson, who brings more than twenty years of reverse mortgage expertise, replaces Joseph Rinner who has moved into the role of Product Manager.

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EPIC adds Senior Consultant Cheryl Doege in San Francisco

SAN FRANCISCO, Calif., March 3, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Cheryl Doege as a senior consultant to their national employee benefits consulting practice. Doege brings 23 years of experience in human resources and benefits consulting to EPIC with specialties in benefit program design and funding strategies.

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EPIC adds Director of Account Executives Sean Leonard to its Southeast division, The McCart Group

DULUTH, Ga., Feb. 27, 2014 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Sean Leonard to the employee benefits consulting practice in their Southeast division, The McCart Group. Leonard brings more than 19 years of managerial experience in human resource and benefits, including 12 years spent in benefits consulting, insurance sales and client relationship management.

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ReverseVision Adds Chief Technology Officer Jason Meches

SAN DIEGO, Calif., Feb. 26, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading software and technology provider for the reverse mortgage industry, has added Jason Meches as Chief Technology Officer (CTO). In this role, Meches will have responsibility for the development and operations of ReverseVision technology products.

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EPIC adds Financial Institutions ‘Power Broker’ Jim Loughlin

SAN FRANCISCO, Calif., Feb. 11, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions. Loughlin joins EPIC as Managing Principal, Risk Solutions in New York.

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EPIC adds Risk Management Professional Don Atkinson to its Southeast Region, The McCart Group

DULUTH, Ga., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Don Atkinson to the risk management consulting practice in their Southeast Region, The McCart Group. Atkinson brings 29 years of experience in risk management and insurance sales and client relationship management to The McCart Group.

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IDS Selects Sales Veteran Daniel Miller as Vice President of Business Development

SALT LAKE CITY, Utah, Jan. 17, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) has hired Daniel Miller as vice president of business development. With nearly 20 years’ experience in sales, Miller will be responsible for overseeing IDS’s various partner integrations and new customer implementations, in addition to managing and growing IDS’s Western sales region.

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Callie Walston joins Four Seasons Compassion for Life Development Department

FLAT ROCK, N.C., Jan. 15, 2014 (SEND2PRESS NEWSWIRE) — Four Seasons Compassion for Life announces the addition of Callie Walston, philanthropy coordinator, to its development department. A lifetime resident of Asheville, Buncombe County, Walston holds a 2006 bachelor’s degree in communications from Appalachian State University, and is a 2002 graduate of North Buncombe High School.

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Self-Publishing, Inc. Appoints Andrew Pate as Senior Vice President, Business Development

NEW YORK, N.Y., Jan. 14, 2014 (SEND2PRESS NEWSWIRE) — Self-Publishing, Inc., the venerated New York-based publishing services company, has appointed Andrew Pate to the position of Senior Vice President, Business Development. Pate’s accomplishments include growing Lightning Print into one of the largest Print-on-Demand (POD) providers in the world, now Lighting Source. In addition, he oversaw the increase of sales at Lulu, based in North Carolina, from $5 Million to $35 Million.

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EPIC adds North Bay Employee Benefits Professional Sama Hershey Davis

PETALUMA, Calif., Jan. 6, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Sama Hershey Davis in their North Bay employee benefits consulting practice. Hershey Davis brings 15 years of experience in healthcare, benefits consulting, human resources, compliance, wellness and client relationship management to EPIC.

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Matt McCann, a Long-Term Care Leader, Joins LTC Financial Partners to Help Aging Americans Prepare for Mounting Care Needs

KIRKLAND, Wash., Dec. 12, 2013 (SEND2PRESS NEWSWIRE) — Matt McCann’s mom was 59 when she cut herself, a seemingly minor accident. The wound developed a staph infection that led to a long hospital stay with complications; and then, suddenly, she found herself needing ‘long-term care’ or help with the tasks of daily living, services not covered by regular health insurance. Today, 15 years later, he embarks on a new phase of his career by accepting the post of Senior Vice President with LTC Financial Partners, LLC.

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