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MortgagePoint ยป Your Trusted Source for Mortgage Banking and Servicing News 14 February 2025 TRELIANT NAMES NEW MANAGING DIRECTOR Treliant has named Andrew Surgan Managing Director, Regulatory Compli- ance, Mortgage, and Operations Solutions. Surgan has more than 30 years of experience in regulatory compliance including 23 years in the broker dealer and investment banking sector. Most recently, he was a Manag- ing Director at Grant Thornton in New York City, leading the firm's regulatory compliance practice focused on this market. Previously, he has held the role of Chief Compliance Officer for several U.S.-based and global broker dealers, among other financial services firms including Mitsubishi UFJ Financial Group, RBC Capital Markets, The Bank of New York, and Citigroup. Throughout his career, Surgan has interacted with regulators such as the Financial Industry Regulatory Authority (FINRA), Securities & Exchange Com- mission (SEC), and Commodity Futures Trading Commission (CFTC), helping firms remediate regulatory findings. "In today's uncertain environment, members of the investment community need to be able to rely on experts who can not only identify potential risks but also provide efficient and practical solutions," said Brendan Mulvey, Senior Managing Director, Regulatory Com- pliance, Mortgage, and Operational and Enterprise Risk Management Solutions. "Andrew's deep understanding of the industry and regulatory landscapes combined with his proven track record of helping regulated entities navigate compliance and operational challenges will be invaluable to our clients." "With efficient and innovative ap- proaches, broker dealers and investment advisers can master the regulatory complexity and change all around them, optimize their operations, and leverage compliance as a strategic advantage," Surgan said. "I look forward to equip- ping our clients to achieve both compli- ance and operational excellence." RE/MAX ADDS NEW EVP/ CHIEF GROWTH OFFICER RE/MAX Holdings Inc., parent company of RE/MAX, has announced that industry veteran Chris Lim is joining RE/ MAX as EVP and Chief Growth Officer. With more than 22 years of experience in real estate sales, franchise development, market expansion, and strategic growth, Lim brings a wealth of expertise to the role. Lim's career includes serving as the former President of Christie's Internation- al Real Estate, where he played a key role in accelerating the brand's agent growth and expanding the network globally. He also held leadership roles as President of @properties, Brand President at Realogy Holdings, and Founder & CEO of Climb Real Estate. Throughout his career, he has demonstrated an unparalleled ability to execute franchise strategies that have fueled and increased brand visibility and strengthened network relationships. "Chris is a visionary leader who brings a unique combination of strategic insight, operational excellence and rela- tionship-building to the table," said Erik Carlson, CEO of RE/MAX Holdings. "His unique and expansive experience will be invaluable as we continue to expand the RE/MAX footprint and pro- vide even more support to affiliates. He's the right person to help us grow and lead the charge into the future." As EVP and Chief Growth Officer at RE/MAX, Lim will oversee the teams dedicated to supporting franchise growth and strength in U.S. compa- ny-owned regions, ensuring franchi- sees receive customized support that aligns with their needs, and driving the company's objectives of increasing agent count and expanding market presence. Lim's role is a key part of the company's ongoing commitment to evolve, adapt, and further solidify the brand's position as a leader in the real estate industry. "I am thrilled to join the RE/MAX team and help shape the future of this iconic brand," Lim said. "I'm inspired by Erik's vision for the Company and the direction RE/MAX is taking. The future of the real estate landscape is about innovation, growth, and adaptability, and the best is yet to come for RE/MAX as we lead the way. I look forward to working with our franchisees and agents to drive growth strategies across the network." MBA NAMES NEW VP OF COMMERCIAL/MULTIFAMILY POLICY The Mortgage Bankers Association (MBA) has announced the promotion of Megan Booth to the role of VP of Commercial/ Multifamily Policy. In her new role, Booth will manage the development and execution of MBA members' policy objectives and goals and will serve as a staff lead on federal and state regulatory issues pertaining to commercial real estate finance. "Megan is a recognized policy expert who consistently delivers for MBA and its members," said Jamie Woodwell, MBA's SVP of Commercial/Multifamily and Strategic Industry Engagement. "Building on her 28-year career in commercial real estate policy development and advocacy, Megan has established MBA as the leading voice on a range of important regulatory issues, and our members will continue to benefit greatly from her extensive policy knowledge and innate ability to advocate successfully on their behalf." Booth, who joined MBA in 2022 as Associate VP of Commercial/Multifam- ily Policy, will help lead MBA's commer- cial and multifamily policy activities, including policy and advocacy formula- tion and strategy, member engagement, representation before federal housing and financial regulators, and partner- ships with fellow trade associations and other groups within the industry. In her previous role at MBA, she was instru- mental in securing numerous advocacy wins on multifamily housing issues and wrote comment letters, congressional testimony, and other communications M O V E R S & S H A K E R S