New Members | 11 New Members in the San Francisco Area
Join us in welcoming our new members! Reach out via their email below to make a connection.
Vance Ashe
Ashe Cosgrove Corp
CEO & Co-Founder
(707) 241-4868
vance@ashecosgrove.com
Consultant Service
Home Group: Santa Rosa 2
Bio: I started Ashe Cosgrove with my business partner Chris Cosgrove, who I met at a Novato Chamber of Commerce mixer. We have a staff of 7 and manage company networks from Dallas, TX to Singapore. I have a degree in fiance and one in I.T.
Jodi Avina
CFOs2GO
Partner, Director of Recruiting Services
(925) 299-4450
jodi@cfos2go.com
Consultant Service
Home Group: San Francisco 1
Bio: I am currently the Director of Recruiting services; supporting the Partners at CFOs2GO. I have been in recruitment of senior financial executives to middle market companies for 20 years. In my earlier career, I was deeply immersed in healthcare and med.
Adrina Badal
Bank of Marin
(415) 403-5584
adrinabadal@bankofmarin.com
Banking Finance
Home Group: San Francisco 7
Shannon Blackmon
Thomas Doll
Portfolio Advisor
(415) 521-9080
shannonb@thomasdoll.com
Investment Advisor
Home Group: Walnut Creek 2
Michelle Branch
Branch Law Group
(650) 619-3069
mbranch@gmail.com
Attorney
Home Group: San Francisco 15
Janet Campbell
Abunda Financial
(415) 339-8944
janet@abundafinancial.com
Investment Advisor
Home Group: Larkspur 1
Caroline McDonald
BPM
Outsourced Accounting Manager
(408) 961-6337
cmcdonald@bpmcpa.com
Accountant
Home Group: Pleasanton 1
Bio: I am a CPA and an outsourced accountant. I work with small to medium sized businesses that are nonprofits, professional services, or real estate to support their back office accounting function.
Michele Molitor
Nectar Consulting
CEO
(510) 731-8725
michele@nectarconsulting.com
Consultant Service
Home Group: Oakland 3
Bio: Michele helps you overcome the painful blocks caused by anxiety, fear & overwhelm at deep subconscious level. Are you ready to thrive, not just survive? Learn how our unique Rapid Rewiring Program can help you become your best self yet.
Lana Sciolla
Globalization Partners
(760) 717-6051
lsciolla@globalization-partners.com
Consultant Service
Home Group: San Francisco 14
Jeneen Slack
Summit Financial Group, LLC
Financial Advisor
(925) 866-7800
jeneen@summitadvisors.com
Investment Advisor
Home Group: San Ramon 3
Bio: Jeneen has expertise and specialized training in data analysis and issues of divorce. She works closely with her clients to deliver professional and discrete analysis of the short and long-term financial impact of the proposed divorce settlements.
Joseph Yang
Private Wealth Financial Partners
(925) 659-0229
joseph.yang@lfg.com
Investment Advisor
Home Group: Oakland 2
Member News
Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 15 Years
Jonathan Lemberg
Manatt, Phelps & Phillips, LLP
(415) 291-7402
jlemberg@manatt.com
Attorney
Home Group: San Francisco 1
Bio: A transactional attorney focusing on debt and equity financing, mergers and acquisitions and other complex corporate transactions, as well as cross-border transactions involving Asia.
Celebrating 5 Years
Paul Durdik
Haynes Beffel & Wolfeld
Patent Attorney
(650) 479-9245
pdurdik@hmbay.com
Attorney
Home Group: San Mateo 1
Bio: I am a patent attorney with over 15 years experience in patent preparation, prosecution and strategy. I have extensive experience assisting clients with complex technologies including robotics, machine vision, deep learning, networks, cloud and SaaS.
Rei Maks
New Vintage Mortgage
Loan Consultant
(925) 389-9149
rei.maks@icloud.com
Banking & Finance
Home Group: Pleasanton 1
Bio: Financial Health is major tenants of happiness. I leverage relationships with Realtors, CPAs, Financial Advisors, Bankers and Attorneys to find the best lending solutions for my clients.
Gerald Murphy
Lubin Olson
Partner
(415) 981-0550
gmurphy50@gmail.com
Attorney
Home Group: San Francisco 2
Bio: Over thirty years experience as a commercial litigator specializing in real estate, construction, business and partnership matters, with an emphasis on title, easements, liens and complex financing disputes. I have conducted over 100 court trials.
Jeff Riebel
DeLacey, Riebel & Shindell, LLP
Partner
(415) 528-7000
jeff@drsfamilylaw.com
Attorney
Home Group: San Francisco 7
Bio: Jeff Riebel is an outstanding litigator whose extensive practice encompasses all aspects of family law. He is a Certified Family Law Specialist, approved by the California Board of Legal Specialization. His skill has been noted in high-conflict and high…
Upcoming Events
Join an Accelerator Workshop for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.
San Francisco Accelerator Workshop
Date: Wednesday, September 8, 2021
Time: 11:30am – 1:00pm
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