The
Accelerator

Eli Bertram

Company: Bertram Consulting
Title: Founder, Bertram Consulting
Phone: (303) 731-9367
Email: ebertram@bertramconsult.com
Profession: Accountant
Home Group: Carmel Valley Torrey View

Evan Dwin

Company: Dwin Legal, APC
Title: Attorney
Phone: (760) 536-6471
Email: edwin@dwinlegal.com
Profession: Attorney
Home Group: Carmel Valley II
Bio: I am an employment lawyer and litigator. I represent clients in employment and business litigation and provide advice and counseling related to wages, hours, trade secret and confidentiality issues, termination, severance, discrimination and harassment.

Win Englebert

Company: Bank of the West
Title: Vice President Business Development
Phone: (619) 251-9208
Email: win.englebert@bankofthewest.com
Profession: Banking Finance
Home Group: University Towne Center IV
Bio: Win Englebert Senior Business Development Officer for Bank of the West, a division of BNP Paribas, with over 35 years in the industry is responsible for market development and client acquisition in San Diego and Southern California.

Michael Head

Company: NOW CFO
Title: Controller & CFO Consultant
Phone: (619) 416-2235
Email: mhead@nowcfo.com
Profession: Accountant
Home Group: San Diego Downtown II
Bio: Cleaner, Fixer, Polisher of Financial Statements, Metrics, KPI’s and Accounting Departments.

Rob Hixson

Company: CBRE
Title: Senior Vice President
Phone: (619) 696-8350
Email: rob.hixson@cbre.com
Profession: Real Estate
Home Group: San Diego Downtown IV
Bio: Industrial and Land Broker working San Diego’s South County.

Ken Morris

Company: Merrill Lynch
Title: Wealth Management Advisor / Vice President / Resident Director
Phone: (858) 677-1326
Email: ken.morris@ml.com
Profession: Investment Advisor
Home Group: San Diego Downtown IV
Bio: Ken helps wealthy families, institutions, and endowments protect and grow their wealth through data driven Financial Planning and Investment Management.

Jennifer Oliver

Company: MoginRubin LLP
Title: Partner
Phone: (716) 982-2077
Email: joliver@moginrubin.com
Profession: Attorney
Home Group: San Diego Downtown IV
Bio: Jennifer is an experienced litigator specializing in complex plaintiff-side commercial cases in the antitrust and competition fields. She is also a certified privacy specialist and is available for counseling and advisory matters.

Andrew Oram

Company: Alliant Employee Benefits
Title: Vice President
Phone: (619) 849 4740
Email: andrew.oram@alliant.com
Profession: Insurance
Home Group: San Diego Downtown IV
Bio: Employee Benefits & Health Insurance Consultant specializing in cost reduction & compliance support for companies with 100+ employees.

James Pieri

Company: Gateway Financial Real Estate
Title: Commercial Real Estate
Phone: (619) 565-2400
Email: jamesjr@igatewayfinancial.com
Profession: Real Estate
Home Group: La Jolla
Bio: James Pieri, Jr. of Gateway Financial Real Estate is a local San Diego real estate specialist assisting Buyer/Tenant and Seller/Landlord negotiations. James Jr. will assist you with a smooth real estate transaction. “your San Diego real estate specialist”.

Andi Rebeiro

Company: Aldrich Advisors
Phone: (619) 810-4971
Email: arebeiro@aldrichadvisors.com
Profession: Accountant
Home Group: La Jolla
Bio: Specialize in taxation for closely held businesses and their owners. Assist in negotions of sale transactions.

Allison Soares

Company: Vanst Law
Title: Tax Partner & COO
Phone: (619) 618-6648
Email: allisons@vanstlaw.com
Profession: Attorney
Home Group: University Towne Center IV
Bio: I am tax attorney and I help business and individual clients with any and all tax problems including audits, collections and international issues with the IRS, FTB, EDD (payroll tax) and CDTFA (sales tax).

Georgia Williams

Company: JWB Family Law
Phone: (619) 234-6123
Email: georgia@jwbfamilylaw.com
Profession: Attorney
Home Group: Carmel Valley II
Bio: Georgia Williams is a Senior Attorney and Certified Family Law Specialist. Ms. Williams represents clients in all aspects of family law, including dissolution, child custody, child and spousal support, property division, and post-judgment issues.

Anneke Stender Awarded “Women of Influence” by the SD Metro, La Jolla, CA

Anneke Stender, EVP of TAG, is one of 12 selected for the San Diego Metro’s “Women of Influence” Award. Stender has made her mark in the accounting and financial world for high-net-worth families, their businesses, foundations and family offices.
Additionally, Anneke Stender has been recognized as one of Orange County’s top innovators for the OCBJ “Innovator of the Year” awards.

George Reyes recognized in the 2020 listing of The Best Lawyers in America© 2020 listing