New Members | 14 New Members in the San Diego Area
Danielle Baldwin
Company: Vistage
Title: Chair
Phone: (619) 204-1040
Email: danielle.baldwin@vistagechair.com
Profession: Consultant Service
Home Group: San Diego Downtown IV
Bio: Helping CEOs, business owners and key executives become better leaders, make better decisions, and achieve better results.
Kim Blaugher
Company: The Beyster Institute at the Rady School of Management
Title: Executive Director
Phone: (858) 822-2489
Email: kblaugher@ucsd.edu
Profession: Consultant Service
Home Group: University Towne Center
Sarah Christ
Company: Coast Care Partners
Title: Senior Care Advisor
Phone: (858) 222-9241
Email: sarah@coastcarepartners.com
Profession: Consultant Service
Home Group: Carmel Valley
Maileen Flores
Company: Richtr Financial Studio
Title: Partner | CPA
Phone: (858) 829-0000 x 149
Email: maileenf@richtr.io
Profession: Accountant
Home Group: University Towne Center IV
Bio: I am a Fractional CFO / CPA and Accounting Operations Expert and work with Innovation Companies (Life Science, SaaS Tech, Aero Space, Engineering, Digital Design Studios/Agencies).
James Harper
Company: Best Best & Kreiger LLP
Phone: (951) 826-8462
Email: james.harper@bbklaw.com
Profession: Attorney
Home Group: San Diego Downtown III
Sasha Kamfiroozie
Company: Kam Law Firm
Phone: (619) 535-1405
Email: sasha@kamlawfirm.com
Profession: Attorney
Home Group: San Diego Downtown IV
Sandy Keehn
Company: GEO Advisors Consulting, Inc.
Title: Management Consultant
Phone: (760) 576-8084
Email: skeehn@thegeoadvisors.com
Profession: Consultant Service
Home Group: Carmel Valley III
Bio: Customer Service and Management Consultant
Hannah Kuhami
Company: Zeal Property Group
Title: Real Estate Broker
Phone: (619) 419-6517
Email: hannah@zealpropertygroup.net
Profession: Real Estate
Home Group: San Diego Downtown IV
Timothy Panza
Company: Wells Fargo
Title: Senior Relationship Manager Real Estate
Phone: (858) 261-6364
Email: timothy.panza@wellsfargo.com
Profession: Banking Finance
Home Group: University Towne Center IV
Bridget Potterton
Company: Keller Williams-Metro
Title: Real Estate Broker/ Realtor
Phone: (858) 257-1555
Email: bridget.fanning@gmail.com
Profession: Real Estate
Home Group: Carmel Valley IV
Bio: Real Estate Broker in the top 1% of the county specializing in: Residential Listings, Divorce sales, strategic sales with CPAs & Financial Advisors, and Staging. I focus on building long relationships with my clients to make you look good!
Jennifer Reardon
Company: RJS LAW
Title: Estate Planning and Tax Attorney
Phone: (619) 595-1655
Email: jreardon@rjslawfirm.com
Profession: Attorney
Home Group: San Diego Downtown III
Mike Riis
Company: Marsh & Mclennan Insurance Agency
Phone: (760) 579-8960
Email: mike.riis@marshmma.com
Profession: Insurance
Home Group: Carmel Valley II
Jessica Schulte Walker
Company: Schulte Insurance Agency
Title: Vice President of Employee Benefits
Phone: (760) 436-5015 x108
Email: jessica@schulteinsurance.com
Profession: Insurance
Home Group: University Towne Center III
Bio: Seasoned employee benefits professional with 13+ years of experience always having the client’s best interest at hand.
Robert Wilson
Company: Fisher Phillips
Title: Partner
Phone: (858) 666-3304
Email: rwilson@fisherphillips.com
Profession: Attorney
Home Group: San Diego Downtown IV
Bio: Partner Fisher Phillips – Labor and Employment Lawyer Guiding Employers Through All Employee Related Issues.
Member News
Victor Ramsauer announces that LevitZacks Wins “Best Accounting Firm to Work For” from Accounting Today
Certified Public Accounting firm LevitZacks has been named the 2019 #1 Best Accounting Firm to Work For (small firm category) in the United States by Accounting Today. This award is in addition to being recognized as one of San Diego’s Best Places to Work (for the eighth year) by the San Diego Business Journal.
Anneke Stender: Most Influential Women in Accounting, San Diego, CA
The San Diego Business Journal announced their “Most Influential Women in Accounting” list for 2019. Anneke Stender, EVP with TAG, was recognized for executing company goals and pushing the business forward. Stender has over 15 years of experience in the financial and accounting industry. She oversees TAG’s corporate outsourced accounting, Family CFO and Bill Pay divisions.
Catherine Mattice Zundel cited in REAL SIMPLE Magazine, San Diego, CA
REAL SIMPLE cited Catherine Mattice Zundel from Civility Partners on the topic of “ghosting” employees. Pick up a copy in your local grocery store, or just view the article here: https://www.realsimple.com/work-life/family/relationships/being-ghosted
Jules Taggart of Wayward Kind joins Female Founder Collective
Jules Taggart, founder of Wayward Kind Digital Marketing, was recently recognized by the Female Founder Collective for developing an environment where women entrepreneurs and women-led organizations can create positive social and economic impact.
Sam Brown, Rancho Mesa honored at Nonprofit Gala, Mission Viejo, CA
Sam Brown and Rancho Mesa Insurance Services, INC received “Vendor of the Year” honors at Vocational Visions’ “Enchanted Evening” gala.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
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