New Members | 14 New Members in the San Diego Area
Michael Campbell
Company: Campbell Law, APC
Phone: (619) 844-5150
Email: mjc@campbelllawsd.com
Profession: Attorney
Home Group: San Diego Downtown IV
Zaheer Dhruv
Company: PierCap Partners
Title: Co-founder & Managing Director
Phone: (858) 342-7517
Email: zaheer@piercappartners.com
Profession: Banking Finance
Home Group: Del Mar Heights
Bio: Zaheer is an M&A expert with a diverse operational background. His focus on results, disciplined execution and transaction experience creates maximum value for business leaders seeking growth via acquisitions or pursuing exits.
Jeff Heet
Company: IOA USA
Title: Partner
Phone: (619) 400-1993
Email: jeff.heet@ioausa.com
Profession: Insurance
Home Group: La Jolla
Ryan Howard
Company: Insperity
Phone: (619) 647-9375
Email: ryan.howard@insperity.com
Home Group: San Diego Downtown III
Ashish Jariwala
Company: PierCap Partners
Phone: (646) 701-2359
Email: ashish@piercappartners.com
Profession: Banking Finance
Home Group: University Towne Center III
Bio: PierCap is an mergers & acquisition investment bank. As a former industrial business owner with 15+yrs of Wall St./M&A experience, I help private/public businesses (>$10m) to either 1) Acquire other businesses, or 2) Sell partial/full ownership interest.
Terri Jewell
Company: Byrne Insurance Group
Title: Personal Lines Director
Phone: (502) 689-2831
Email: terri@byrneinsurancegroup.com
Profession: Insurance
Home Group: San Diego Downtown IV
Brett Landry
Company: Skyriver IT
Title: Director of Business Development
Phone: (858) 812-5298
Email: blandry@skyriverit.com
Profession: Information Technology
Home Group: San Diego Downtown II
Bio: IT can be complicated and often times frustrating. I can help simplify it for you in a jargon free way.
Kris Mukherji
Company: The Law Office of Kris Mukherji
Title: Principal Attorney
Phone: (858) 442-5747
Email: kris@kmsdlawoffice.com
Profession: Attorney
Home Group: San Diego Downtown IV
Bio: I have 7 years of experience working as an Estate Planning and Business Law attorney.
Tiffany Prather
Company: Reibman & Company
Title: CPA
Phone: (619) 274-8206
Email: tiffany@reibman.net
Profession: Accountant
Home Group: La Jolla
Bio: Reibman & Company is a boutique accounting firm focused on tax planning and compliance for high net worth individuals and their related businesses.
John Riley
Company: Omnistruct
Title: Co-CEO
Phone: (916) 834-1820
Email: jriley@omnistruct.com
Profession: Information Technology
Home Group: Carmel Valley IV
Bio: Prepare companies for when cybersecurity matters.
Margoth Romero
Company: Delphi Private Advisors
Title: Client Relationship Manager
Phone: (858) 222-8050
Email: margoth@delphiprivate.com
Profession: Investment Advisor
Home Group: Carmel Valley
Victor Shlionsky
Company: Lavine, Lofgren, Morris & Engelberg LLP
Title: Tax Director
Phone: (310) 770-6580
Email: shlionskyv@llme.com
Profession: Accountant
Home Group: Del Mar Heights
Tracy Ward
Company: Forward Talent Strategies
Title: President & Chief Strategy Officer
Phone: (858) 401-6797
Email: tward@forwardtalentstrategies.com
Profession: Human Resources
Home Group: San Diego Downtown IV
Bio: HR Consultant | Strategist | Culture Cultivator.
Michael Zeiter
Company: Mass Mutual Greater Pacific
Phone: (619) 683-6216
Email: mzeiter@financialguide.com
Profession: Financial Service
Home Group: University Towne Center II
Member News
John Naviaux recently featured in Forbes as 2019 Next Gen Wealth Advisor
John Naviaux was recently listed on the 2019 Forbes “Best-in-State Next-Generation Wealth Advisors” list. This year’s Next-Gen Best-In-State Wealth Advisors list spotlights more than 1,485 advisors from Alaska to Florida with team assets amounting to more than $1 trillion.
Jennifer Oliver is pleased to announce that MoginRubin has been Recognized as a “Best Law Firm” for Antitrust Law By U.S. News & World Report and Best Lawyers, national.
SAN DIEGO, November 1, 2019 – MoginRubin LLP has been named as one of the nation’s top Litigation-Antitrust law firms in the 2020 U.S. News—Best Lawyers “Best Law Firms” ranking. This marks the third consecutive year that the three year old firm has received this distinction.
Rick Itzkowich publishes Forbes Article Titled “Five Reasons To Go Gray To Grow Your Business”
If you’re a startup biz millennial or a CEO boomer – both looking at your next 10 years, my “just out” article in Forbes is a must read. Check out how incorporating an underutilized outsource–you may find a goldmine in gray! With outsourcing, I mean working with independent contractors or executive placement services for C-level senior super stars. Copy – paste this link to read the entire article https://bit.ly/332kGg5
Nick Palmer of LevitZacks, voted the Best Accounting Firm to Work Form 2019
LevitZacks was recently named the nation’s #1 Best Firm to Work For (small firm category) by Accounting Today in its 2019 survey. Read all about it click here.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Upcoming Events
Accelerator Workshop
Date: December 10, 2019
Time: 11:30am to 1:30pm
San Diego Holiday Party
Date: January 15, 2020
Time: 5:30pm to 7:30pm
Location: Farmer & The Seahorse
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