The
Accelerator
New Members | 18 New Members in the Seattle Area
Eric Camm
Company: Turning Point
Title: Director
Phone: (206) 697-0416
Email: ericc@turning-point.com
Profession: Consultant Service
Home Group: Seattle IV
John Canning
Company: JP Morgan
Title: Private Banker
Phone: (206) 500-4147
Email: john.r.canning@jpmorgan.com
Profession: Banking Finance
Home Group: Seattle IV
Bio: Provide solutions for families, individuals and endowments & foundations with more complex financial needs. Focus on lending and banking for the entire wealth spectrum. For those with a balance sheet in excess of $20MM provide investment management.
Alan Chaffee
Company: Turning Point
Title: CEO
Phone: (425) 531-1127
Email: alanc@turning-point.com
Profession: Consultant Service
Home Group: Seattle II
Derek Crick
Company: Ryan, Swanson & Cleveland
Title: Attorney
Phone: (206) 654-2217
Email: crick@ryanlaw.com
Profession: Attorney
Home Group: Seattle I
David Fain
Company: MCM
Title: Insurance Specialist
Phone: (206) 224-6705
Email: david.fain@assuredpartners.com
Profession: Financial Service
Home Group: Bellevue I
Bio: Both of my parents benefited from having insurance policies that paid for their care. It inspired me to follow in my father’s footsteps in helping people how and when insurance can be a useful tool.
Tod Fiscus
Company: Transition360
Title: Principal
Phone: (206) 226-4311
Email: todfiscus@transition360.com
Profession: Consultant Service
Home Group: Bellevue I
Bio: Transition360 : We Sell 1-30MM Market Value Family Owned and Closely Held Companies. We also do Valuations, Mergers, Acquisitions, Succession & Exit Planning. We successfully sell 93% of the companies we engage with.
Jim Gunlock
Company: C.O.O. Services, LLC
Title: Managing Partner – Executive Search
Phone: (425) 248-0216
Email: jim.gunlock@cooservices.com
Profession: Consultant Service
Home Group: Seattle I
Bio: Seasoned professional with nearly four decades of providing C-level retained executive search consulting services.
David Heyting
Company: Herman, Serles, Almond LLC.
Title: Partner
Phone: (425) 602-9279
Email: dheyting@cpahsa.com
Profession: Accountant
Home Group: Seattle II
Bio: I am a CPA that focuses on Tax planning and consulting for closely held businesses and individuals.
Katrina Johnson
Company: AssuredPartners MCM
Title: Employee Benefits Broker
Phone: (206) 343-3337
Email: katrina.johnson@assuredpartners.com
Profession: Insurance
Home Group: Seattle III
Bio: Katrina is an Employee Benefits Broker bringing in-depth analysis and an innovative ideology to maximize the value in employee benefit programs. Over 13 years of experience.
Ed Kirk
Company: Chinook Capital Advisors
Title: Co Founder
Phone: (425) 576-4166
Email: ed@chinookadvisors.com
Profession: Banking Finance
Home Group: Seattle II
Bio: My experience has prepared me to help business owners throughout the Northwest in planning for and executing the sale of their companies, specializing in representing privately held businesses across a broad range of industries.
Brittany Malidore
Company: Peterson Sullivan LLP
Title: Practice Lead and Senior Manager of Operations
Phone: (206) 267-7473
Email: bmalidore@pscpa.com
Profession: Accountant
Home Group: Seattle III
Grant Monson
Company: Alterra Advisors
Title: Partner, Financial Advisor
Phone: (425) 749-3300
Email: grant@alterraadvisors.com
Profession: Financial Service
Home Group: Seattle I
Mayumi Nakamura
Company: PSP Inc.
Title: Director
Phone: (425) 957-0808
Email: mayumi.nakamura@pspinc.com
Profession: Information Technology
Home Group: Bellevue I
Bio: Helping businesses establish their needs online, we help businesses to define, design, and develop their online presences.
Robert Nicklos
Company: Bader Martin
Title: Partner/Principal
Phone: (206) 621-1900
Email: rnicklos@badermartin.com
Profession: Accountant
Home Group: Seattle III
John O’Dore
Company: Chinook Capital Advisors
Title: Co-Founder
Phone: (425) 576-4168
Email: john@chinookadvisors.com
Profession: Consultant Service
Home Group: Seattle III
Bio: Co-founder of Chinook Capital Advisors; 30 years of investment banking experience; we serve owners of privately held businesses and help them through successful ownership transition transactions.
Marek Omilian
Company: Value Prism Consulting
Title: Managing Director
Phone: (404) 307-8194
Email: momilian@valueprism.com
Profession: Consultant Service
Home Group: Seattle IV
Bio: 25 years of valuation and business case/ROI analysis experience.
Billy Poll
Company: NAI Puget Sound Properties
Title: Partner
Phone: (206) 853-8556
Email: bpoll@nai-psp.com
Profession: Real Estate
Home Group: Seattle I
Bio: Billy is a commercial real estate broker and partner with NAI-Puget Sound Properties. Billy helps local families and businesses with all types of commercial real estate needs within King County.
Brent Schlosstein
Company: TRUEbenefits
Title: Founder & Senior Partner
Phone: (206) 267-4004
Email: brent@truebenefits.net
Profession: Insurance
Home Group: Bellevue I
Bio: I help build “high performance” health plans for Mid-Market employers with 50 – 2,000 employees. We bring creative solutions to the table that improve quality and drive down costs so the average working American can “afford” to have a health plan.
Member News
Michelle Bomberger, CEO of Equinox Business Law Group, featured on Doing Law Differently podcast, Seattle, WA
Michelle Bomberger was featured on the “Doing Law Differently” podcast which highlights firms that are innovating the way legal services are delivered. Michelle shared Equinox’s approach to serving business clients and how counsel can help drive a business’s profitability and success by better understanding the engine of business. https://lnkd.in/gx_w3GQ
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.