New Members | 7 New Members in the Orange County Area
Katheryn Baker
Company: Artic Consulting
Title: Vice President, Business Development
Phone: (714) 875-7270
Email: katheryn.baker@articconsulting.com
Profession: Consultant Service
Home Group: Orange County Metro
Bio: Experienced Vice President of Business Development with a demonstrated history of working in the information technology and services industry, skilled in Enterprise Software, Go-to-market Strategy, Software as a Service (SaaS), and Product Management.
Blake Coleman
Company: Valuation and Venture Consulting
Title: Senior Vice President
Phone: (949) 419-4014
Email: bcoleman@valuationvc.com
Profession: Financial Service
Home Group: Mergers $ Acquisitions III
Bio: Valuation and financial professional providing reliable indications of value of business enterprises, equity (capital stock & stock options), intangible assets (patents, developed technology, trademarks, goodwill, etc.), and asset holding entities.
Lauren Grochow
Company: Troutman Sanders
Title: Attorney
Phone: (949) 622-2746
Email: lauren.grochow@troutman.com
Profession: Attorney
Home Group: South Coast Metro
Bio: I specialize in business litigation. If a business has a dispute with the government, an individual, or another business, bring that dispute to me. My broad range of experience backed by a firm with excellent resources allows me to resolve disputes.
William Haddad
Company: Marcum LLP
Title: Audit Manager
Phone: (949) 540-5747
Email: william.haddad@marcumllp.com
Profession: Accountant
Home Group: Orange County Metro
Bio: William is an assurance manager at Marcum LLP. He has over 10 years of experience serving audit clients in various fields including high technology, real estate, manufacturing & distribution, construction, franchising, and 401(k) retirement plans.
Rubi Overby
Company: OneDigital Health & Benefits
Title: Business Development Executive
Phone: (714) 624-1859
Email: rroverby@onedigital.com
Profession: Insurance
Home Group: Irvine Concourse
Bio: I assist business owners, HR professionals with the health benefits they offer their employees. I excel in creating efficiencies – onboarding, retention and technology solutions. Employee benefits do have the power to grow and scale businesses.
Robert Shishino
Company: B2B CFO
Phone: (714) 272-3969
Email: robshishino@b2bcfo.com
Profession: Consultant Service
Home Group: Irvine Spectrum
Sharon Snyder
Company: Attivo Group
Title: Account Executive
Phone: (949) 430-0366
Email: sharon@attivoconsulting.com
Profession: Consultant Service
Home Group: Newport Center II
Bio: Software solutions provider for small to mid-size businesses in manufacturing, distribution, and service industries.
Member News
Lisa Anderson quoted in SelectHub, Ontario, CA
Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “How Supply Chain Automation is Changing the Landscape”.
Read More
For more information… https://selecthub.com/supply-chain-management/supply-chain-automation/
Lisa was also quoted in the article “Considering a Career in Supply Chain Consulting? 4 Experts Share Their Wisdom”. For more information…https://supplychainmodeler.com/career-supply-chain-consulting-experts-share-wisdom/
Alan Herman & Associates commissioned to design Symphony Orchestra brand, Murrieta, CA
The Temecula Symphony Orchestra commissioned Alan Herman & Associates to create their new logo branding celebrating their 25th anniversary.
Kathleen McEntee was quoted by the Society for the Advancement of Consulting, Ontario, CA
Kathleen McEntee was quoted by the Society for the Advancement of Consulting in their latest release: Businesses Continue to Thrive in a Time of Volatility. For more information…Click Here
Frank Fabela awarded Vistage Chair Excellence Award, Ontario, CA
Frank Fabela has received the Vistage Chair Excellence Award for: “Outstanding performance and dedication in providing a world-class Vistage experience and maintaining thriving groups in 2018”.
Read More
Frank facilitates 3 Vistage groups; for CEOs, Small Business owners and Key Executives in the Inland Empire, San Gabriel Valley and N. Orange County.
Dana Dattola & Kelly Potter highlighted in Roughnotes Magazine, Arcadia, C
ProVisors members/sisters Dana Dattola (Pasadena1) and Kelly Potter (Irvine North) were interviewed in Roughnotes Magazines “breaking glass” section regarding successful women in insurance. https://roughnotes.com/all-in-the-family-2/
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Atlanta | Chicago | Los Angeles | New England | San Diego | San Francisco | Seattle | Silicon Valley