|  San Francisco

New Members

10 New Members in the San Francisco Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

Amber Lee Bissell

Amber Lee Bissell

Law Offices of Amber Lee Bissell
(415) 870-1357
amber@amberleelaw.com
Attorney
Home Group: San Francisco 2

Bio: Labor and Employment Attorney based in the Bay Area focusing on individual plaintiff cases, including harassment, discrimination, and retaliation.

Tara Clancy

Tara Clancy

BearingStone Law
(415) 640-2388
tarakclancy@gmail.com
Attorney
Home Group: San Francisco 13

Brian Cope

Brian Cope

Avison Young
Commercial Real Estate Broker
(415) 519-2454
brian.cope@avisonyoung.com
Real Estate
Home Group: San Francisco 9

Bio: Helping companies understanding the real estate market and to find, lease and buy/sell commercial real estate spaces and buildings – be it office, industrial, life sciences, or otherwise.

Denise Dennis

Denise Dennis

ActionAccelerated
Email Marketing Automation Strategist
(908) 883-4769
denise@actionaccelerated.com
Consultant Service
Home Group: Sacramento 2

Bio: Marketing automation strategist, specializing in automating client attraction, sales, and customer satisfaction processes, transforming businesses for efficiency and profit growth.

Reena Inthiran

Reena Inthiran

Heritage Bank
Vice President, Sr. Commercial Banker
(650) 579-1501
Reena.inthiran@herbank.com
Home Group: San Francisco 1

Bio: A holistic commercial banker specializing in C&I and CRE financing. Focused on businesses with annual revenues under $150 Million requiring capital, or when the incumbent banking relationship is inadequate.

Micah Jacobs

Micah Jacobs

AALR
(628) 234-6222
micah.jacobs@aalrr.com
Attorney
Home Group: San Francisco 3

Bio: Micah specializes in complex commercial, business and intellectual property litigation and trials.

Jan Reed

Jan Reed

Corporate Finance Associates
Founder/CEO
(650) 594-1633 x1
jreed@svfgroup.com
Financial Service
Home Group: San Francisco 6

Ryan Shane

Ryan Shane

The Housing Guild
(415) 625-0000 X 2100
ryan@housingguild.com
Real Estate
Home Group: San Francisco 11

Benjamin Spater

Benjamin Spater

Seyfarth Shaw
Senior Counsel
(415) 544-1078
bspater@seyfarth.com
Attorney
Home Group: San Francisco 15

Bio: Ben concentrates his practice on the design and tax-qualification of retirement plans, executive compensation and ERISA. Ben also served for many semesters as an adjunct professor at the Golden Gate University School of Law LL.M. Tax Program.

Nancy Williams

Nancy Williams

3D Digital
(510) 455-2204
nancy.williams@localdigitalpro.com
Marketing
Home Group: San Francisco 6

Member News

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 10 Years

Ramon J. Polin

Parallel Advisors LLC
Wealth Advisor
(415) 728-9166
ray.polin@paralleladvisors.com
Investment Advisor
Home Group: San Francisco 12

Bio: As Chief Fiduciary Officer to busy and successful people, I bring harmony, coordination and efficiency to their financial and life issues.

Celebrating 5 Years

Jennifer Bourque

Jennifer Bourque

Empire Home Loans
Mortgage specialist
(925) 321-4198
jenn@empirehomeloans.com
Banking & Finance
Home Group: Oakland 3

Bio: I’m committed to empowering buyers and homeowners to understand their lending options as well as assisting them in achieving their goals for homeownership.

Kathrin Dimas

Donahue Fitzgerald LLP
Business, Corporate and Real Estate Partner
(925) 746-7770
kdimas@donahue.com
Attorney
Home Group: Oakland 2

Bio: Experienced corporate, business, and real estate transactional attorney with Donahue Fitzgerald LLP whose practice focuses on mergers & acquisitions, restructurings, venture capital and other financing transactions, and securities law compliance.

Jennifer Herlihy

Jennifer Herlihy

Koller Herlihy LLP
Trust & Estate Litigation Attorney
(925) 915-8759
jherlihy@khtrustlaw.com
Attorney
Home Group: San Ramon 2

Bio: I advocate on behalf of individuals and fiduciaries in complex trust and estate disputes. I am experienced in conservatorship matters, trust litigation, and estate litigation. My practice includes matters involving undue influence claims,…

Steve Kau

Steve Kau

Steve Kau, CPA, PC
Principal
(925) 242-1300 ext 5
stevek@e-skcpa.com
Accountant
Home Group: San Ramon 3

Bio: We help individuals, businesses and trusts with their needs for income taxes.

Kavita Sharma

Sharma Law Group
Partner
(415) 678-1980
kavita@sharmalawgroup.net
Attorney
Home Group: San Francisco 8

Bio: Kavita focus on the litigation of property disputes including landlord/tenant (residential and commercial), partition actions, fair housing/discrimination, easement, non-disclosure and HOA litigation.

Events

Save-the-date for our Spring PV@Night – Thursday, March 21st at Harborview Restaurant & Bar.  Registration and details are on the Hub.

Accelerate Your Membership (AYM) on Monday, February 12, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics.  Register Now!

Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.

New Member Orientations

Tuesday, February 6, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 7, 2024  – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 7, 2024 – 11:30a PT | 1:30p CT | 2:30p ET