March 2020

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members8 New Members in the San Diego Area

Betty Arapostathis

Betty Arapostathis

Company: Northern Trust
Title: Banking Relationship Advisor/Vice President
Phone: (858) 824-1255
Email: ba196@ntrs.com
Profession: Banking Finance
Home Group: Carmel Valley Torrey View
Bio: Highly knowledgeable and creative Banking Relationship Advisor who works with wealthy individuals and families on their depository banking & lending needs. Previously ran a family office for an UHNW international family.

Brian Conlon

Brian Conlon

Company: Play Big Corporate Coaching
Title: Personal & Business Coach
Email: brian@playbig.coach
Profession: Consultant Service
Home Group: Carmel Valley Torrey View

Richard Holstrom

Richard Holstrom

Company: Baker Tilly
Title: Managing Director
Phone: (619) 232-1262
Email: rich.holstrom@bakertilly.com
Profession: Accountant
Home Group: Del Mar Heights

Chad Hoxie

Chad Hoxie

Company: Alliant Insurance Services
Title: Senior Vice President
Phone: (619) 849-4023
Email: chad.hoxie@alliant.com
Profession: Insurance
Home Group: San Diego Downtown
Bio: I work to create tailored risk management solutions that bring meaningful changes aligned with my client’s goals. My background includes working on the carrier side of the business as a: Compliance Specialist, Underwriter, Claims Adjuster, and Auditor.

Britney Malpiede

Britney (“Brit”) Malpiede

Company: Law Office of Britney L. Malpiede
Phone: (619) 535-7054
Email: brit@britlawgroup.com
Profession: Attorney
Home Group: San Diego Downtown 4

Keenan McCollom

Keenan McCollom

Company: NOW CFO
Title: Venture Capital Raise Consultant
Phone: (760) 604-8288
Email: kmccollom@nowcfo.com
Profession: Financial Service
Home Group: Carmel Valley

Shannon Peck

Shannon Peck

Company: Wejungo Corporation
Title: Talent Strategy Consultant
Phone: (760) 505-2302
Email: shannon.peck@wejungo.com
Profession: Human Resources
Home Group: Carmel Valley 2
Bio: Shannon and the Wejungo team helps companies to develop strategy in their people processes such as attracting and retaining great people.

Cindy White

Cindy White

Company: ParkerWhite Brand Interactive
Title: CEO, Creative Director
Phone: (760) 783-0416
Email: cindy@parkerwhite.com
Profession: Marketing
Home Group: University Towne Center 4
Bio: We are a health and lifestyle focused branding and digital marketing agency.

Member News

Catherine Mattice-Zundel

Catherine Mattice Zundel of Civility Partners is finalist in HR Today Magazine MVP Awards

Catherine was named a finalist in the Human Resources Today MVP Awards, in the category of Compliance, for her blog post titled, “When should new hires receive mandatory training?” Read the article.

Read More

Catherine Mattice Zundel of Civility Partners Wins Best Business Blogger and Best Speaker at BizX

Catherine Mattice Zundel, CEO of Civility Partners, won at the 2020 BizX Awards, an annual event that honors the best of the best small and medium-sized businesses around the world.

Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.

Member Milestones

Celebrating 10 Years

Jo Barsa

Company: Barsa & Company, CPA’s
Title: CEO
Phone: (858) 345-5720
Email: jo.barsa@barsaco.com
Profession: Accountant
Home Group: Carmel Valley 3
Bio: Barsa & Company has been providing outsourced accounting services, part-time controller, tax planning and preparation, and tax resolution services to small businesses and individuals since 1987.

George Salmas

Company: The Food Lawyers
Title: Managing Principal
Phone: (310) 556-0721
Email: george.salmas@thefoodlawyers.com
Profession: Attorney
Home Group: Corona
Bio: The Food Lawyers. Advising food manufacturers and importers more than 25 years; full range of services including Defending Food Class Actions; Defending Food Prop 65 Actions; FDA, USDA, food label review, trademark, licensing, contract, dealing with sup

Jon Schimmer

Company: Procopio Cory Hargreaves & Savitch LLP
Title: Partner
Phone: (619) 92381900
Email: jon.schimmer@procopio.com
Profession: Attorney
Home Group: San Diego Downtown 2
Bio: Practice areas include domestic and international tax planning, trusts and estate planning, business succession, nonprofit charitable matters, and representation for IRS, FTB, Board of Equalization and County Assessor tax and audit matters.

Celebrating 5 Years

John Proko

Company: John Proko Insurance Service
Title: President
Phone: (858) 876-5040
Email: john@jprokoins.com
Profession: Insurance
Home Group: San Diego Downtown 3
Bio: Your sword-fighting, health insurance expert.

Jeffrey Wilber

Company: HomeStreet Bank
Title: SVP Relationship Manager
Phone: (619) 438-6433
Email: jeffrey.wilber@homestreet.com
Profession: Banking & Finance
Home Group: San Diego Downtown 3
Bio: I serve as a relationship manager for HomeStreet Bank- a regional bank headquartered in Seattle. I help my clients to maximize the potential of their business by providing a meaningful relationship with their Banking partner.

Upcoming Events

Accelerator Workshop

Date: March 11, 2020
Time: 11:30am to 1:30pm

Accelerator Workshop – San Diego

Date: April 8, 2020
Time: 11:30am to 1:30pm

Accelerator Workshop – San Diego

Date: May 12, 2020
Time: 11:30am to 1:30pm