New Members | 9 New Members in the San Francisco Area
Jon Bernardez
Company: Endsight
Phone: (707) 205-6650
Email: jbernardez@endsight.net
Profession: Information Technology
Home Group: Pleasanton 1
Bio: I enjoy building long-lasting partnerships and relationships. With that, I am a trusted consultant that assists businesses in understanding what great IT should look like. We are an outsource IT company providing services all across the greater bay area.
Naomi Evans-Jalloh
Company: Merrill Lynch Pierce Fenner Smith Inc.
Title: Financial Adviser
Phone: (510) 267-8504
Email: naomi.evans-jalloh@ml.com
Profession: Investment Advisor
Home Group: Oakland 2
Bio: Financial Adviser interested in cultivating relationships with households or businesses in the area of Financial Planning & Asset Management. Retirement Planning to Legacy Planning.
Christi Haley-Stover
Company: Platinum Resource Group
Title: CEO
Phone: (714) 812-5109
Email: chaleystover@prgwest.com
Profession: Consultant Service
Home Group: San Francisco 11
David Kaufman
Company: Nixon Peabody
Phone: (415) 984-8241
Email: dkaufman@nixonpeabody.com
Profession: Consultant Service
Home Group: San Francisco
Smith Miller
Company: Strategic Tax Solutions (STS)
Title: CEO
Phone: (415) 758-2459
Email: smiller@ststaxcredits.com
Profession: Accountant
Home Group: San Rafael 1
Bio: Strategic Tax Solutions (STS) is the Research and Development Tax Credit Expert. If you have spent money on Research & Development, let us help you recapture these dollars now, for you and your firm’s future.
David Parnall
Company: Hartog, Baer & Hand
Phone: (925) 253-1717
Email: dparnall@hbh.law
Profession: Attorney
Home Group: Oakland 2
Thomas L. Rosenberg
Company: Regenerate Coaching
Title: Founder and Chief Calming Officer
Phone: (510) 343-6048
Email: thomas@regenerate.coach
Profession: Consultant Service
Home Group: San Francisco 9
Bio: Guides executives, teams and smaller mid-sized firms to connect the dots between leadership effectiveness and organizational culture, and revenue growth and risk reduction
Kevin Smart
Company: Exchange Bank
Phone: (707) 541-1252
Email: kevin.smart@exchangebank.com
Profession: Banking Finance
Home Group: Santa Rosa
Benjamin Zicherman
Company: Law Office of Benjamin Zicherman
Phone: (510) 542-6227
Email: zicherman@bayareadefenselaw.com
Profession: Attorney
Home Group: Oakland 1
Member News
Empowering Yourself to Become More Focused & Effective
Sarah Tetlow converses with Chase Williams and Ryan Klein on the Legal Mastermind Podcast. Sarah suggests various techniques to work more focused and break bad habits for a better practice. Listen Here.
Shmuel Silver of Multi-Innovation, Interviewed on Silicon Valley by The Investors Podcast Network with the amazing Shawn Flynn
Shmuel Silverman was a guest on the Silicon Valley Podcast with Shawn Flynn. The podcast discusses the impacts of data on fleet management, as well as the future of trucking and 5G technology. You can download this podcast through our website.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 10 Years
Adeel Akhtar
Company: Knobbe Martens Olson & Bear LLP
Title: SF Managing Partner
Phone: (415) 954-4114
Email: adeel.akhtar@knobbe.com
Profession: Attorney
Home Group: San Francisco 3
Bio: Full service intellectual property boutique law firm, serving all agency, enforcement and transactional needs for patents, trademarks, copyrights, trade secrets and unfair competition. Expertise in all technologies and industries.
Celebrating 5 Years
Lisa Barnett-Sween
Company: Jackson Lewis
Title: Partner
Phone: (415) 516-3367
Email: lisa.sween@jacksonlewis.com
Profession: Attorney
Home Group: Walnut Creek 3
Bio: Lisa Barnett Sween is a Shareholder in the San Francisco office of Jackson Lewis P.C. representing employers in all aspects of employment law and litigation, including harassment and discrimination, wrongful discharge, FMLA, CFRA, ADA, and wage and hour
Scott Dineen
Company: Payroll Matters LLC
Title: Principal
Phone: (415) 742-5255
Email: scott@payrollmatters.com
Profession: Consultant & Service
Home Group: San Francisco 3
Bio: Full-service payroll solution. Getting your employees paid correctly and on time, while minimizing tax liabilities for you and your employees. SF compliance experts.
Craig Hamm
Company: BPM, LLP
Title: Partner – Transaction Advisory Services
Phone: (415) 421-5757
Email: chamm@bpmcpa.com
Profession: Accountant
Home Group: San Francisco 2
Bio: Craig has more than 15 years of experience in both public accounting and industry. As a professional business advisor, he has served a variety of companies, from start-ups to Fortune 500 companies. He has extensive experience advising middle market compa
Linda Justice
Company: Dow Jones
Title: Director, Risk & Compliance
Phone: (415) 706-9113
Email: linda.justice@dowjones.com
Profession: Consultant & Service
Home Group: San Ramon 2
Bio: Nancy Drew all grown up, providing due diligence, third-party risk management and regulatory compliance solutions.
Upcoming Events
Accelerator Workshop – San Francisco
Date: March 11, 2020
Time: 11:30am to 1:30pm
Accelerator Workshop – San Francisco
Date: April 8, 2020
Time: 11:30am to 1:00pm
Atlanta | Chicago | Los Angeles | New England | Orange County | San Diego | Seattle | Silicon Valley