Silicon Valley 0919

New Members | 6 New Members in the Silicon Valley Area

Chris Acker, CLU, ChFC

Company: CB Acker Associates Insurance Services
Title: CLU, ChFC
Phone: (650) 969-5844
Email: chris@cbackerassociates.com
Profession: Insurance
Home Group: San Mateo II
Bio: I help families and businesses build strong financial safety nets with insurance plans for both individuals and small groups. I also work with many retirees by helping them with long term care insurance planning so they can age at home with dignity.

Joshua Borger

Company: GED Gates Eisenhart Dawson
Title: Partner
Phone: (408) 288-8100
Email: jjb@gedlaw.com
Profession: Attorney
Home Group: Mountain View I
Bio: I am an aggressive business litigator with nearly twenty years of experience.

David Cowan

Company: Silicon Valley Sales Group|Sandler Training
Title: Management Consultant & Professional Trainer
Phone: (408) 396-3100
Email: david.cowan@sandler.com
Profession: Consultant Service
Home Group: San Jose IV
Bio: I help individuals and organizations achieve or accelerate profitable growth. I focus on Sales from lead- gen to close including strategy, systems, staffing, and skills to identify gaps, implement changes, and upskill with Sandler Training and coaching.

Barry W. Finkelstein

Company: Silicon Valley Fiduciary
Phone: (650) 855-4688
Email: barry@svfiduciary.com
Profession: Attorney
Home Group: San Jose IV
Bio: A Private Fiduciary protecting rich widows from bad children. As trustee and agent I make clients lives easier by taking over all the wealth management tasks they want to delegate so they have more time to do what they enjoy.

Katya Mezek

Company: Leks Law
Phone: (818) 259-3311
Email: kmezek@lekslaw.com
Profession: Attorney
Home Group: San Jose II
Bio: Corporate Attorney specializing in Mergers and Acquisitions and General Corporate Transactions.

Geoff Roach

Company: SiVal Advisors, LLC
Title: Partner
Phone: (415) 699-1592
Email: groach@sivaladvisors.com
Profession: Consultant Service
Home Group: San Jose II
Bio: Experienced M&A Advisor who assists companies undertake the process of selling their business: inital preparation of materials, understanding the full ecosystem to position the business, coordinating with legal/tax/finance and global outreach for buyers.

Member News

Murdock Martell – a Great Workplace Environment!, San Jose, CA

Claire Martell, Co-Founder of Murdock Martell was pleased to be named as one of nine San Francisco-area companies that offer employees great workplace environments, according to Comparably’s recent article.

Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.

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