New Members | 14 New Members in the San Diego Area
Ehud Gersten
Company: Lightpath Capital
Phone: (619) 471-6019
Email: ehud@lightpathcapital.com
Profession: Financial Service
Home Group: Carmel Valley II
Melanie Geschwind
Company: Eakes & Company, CPA’s
Phone: (858) 332-4211
Email: melanie@eakescpas.com
Profession: Accountant
Home Group: San Diego Downtown IV
Bio: As a CPA I provide tax and accounting services to privately held businesses in various industries and their owners. I specialize in tax planning, compliance, and financial reporting for corporations, pass-through entities, and individuals.
David Greco
Company: RMO LLP
Title: Probate, Trust, & Estate Litigation Attorney
Phone: (619) 323-3200
Email: grecod@rmolawyers.com
Profession: Attorney
Home Group: San Diego Downtown III
Bio: David Greco is an attorney in the San Diego office of RMO LLP, which he helped launch. He does probate, trust, and estate litigation.
Jim Hernandez
Company: SBC, INC.
Title: President
Phone: (858) 679-1805
Email: jhernandez@sbcinc.info
Profession: Consultant Service
Home Group: University Towne Center IV
Bio: Strategic Sales and Marketing specialist who has worked in 30+ countries, in 3 languages, in a variety of industries.
C Brett Jackson
Company: Sales Xceleration
Title: Outsourced VP Sales
Phone: (858) 766-1115
Email: bjackson@salesxceleration.com
Profession: Consultant Service
Home Group: San Diego Downtown II
Bio: Brett is an experienced sales leader with 30 years’ experience offering fractionated services to put in place a solid sales organization. His company SPIKE Growth is focused on helping small/mid-sized companies that are struggling to grow their revenue.
Chris Mahlberg
Company: S.W.A.N. Insurance (Sleep Well At Night)
Phone: (858) 381-3108
Email: chrism@swan-ins.com
Profession: Insurance
Home Group: San Diego Downtown III
Valerie Medina
Company: Trust Properties USA
Title: Broker Associate/Realtor
Phone: (619) 450-2973
Email: valerie@trustpropertiesusa.com
Profession: Real Estate
Home Group: University Towne Center
Bio: Broker Associate specializing in Probate and Trusts Estates serving San Diego County.
John Michael Morris
Company: Optimize Inc
Title: Vistage Chair, Senior Strategist and Facilitator
Phone: (310) 720-5643
Email: john@optimizeinc.net
Profession: Consultant Service
Home Group: San Diego Downtown III
Bio: Former venture capitalist. Now Senior Strategist and Facilitator for Optimize Inc. In addition, I am a Vistage Chair in San Diego.
Sunny Rickard
Company: Health Insurance Plan Experts
Title: CEO / Broker
Phone: (619) 743-8571
Email: sunny@healthipe.com
Profession: Insurance
Home Group: Carmel Valley Torrey View
Lori Rogers
Company: Business Group Resources
Title: Account Manager
Phone: (760) 917-2074
Email: lorirogers@businessgroupresources.com
Profession: Consultant Service
Home Group: San Diego Downtown II
Bio: Account manager at Business Group Resources.
Scott Rusnak
Company: EOS Worldwide
Title: Certified EOS / Traction Implementer
Phone: (858) 790-8813
Email: scott@swtraction.com
Profession: Consultant Service
Home Group: University Towne Center IV
Bio: As a Certified EOS® Implementer / Traction Coach, Scott helps entrepreneurial owners and leadership teams get what they want from their businesses.
Natalie Sherod
Company: Cavignac & Associates
Title: Risk Advisor
Phone: (619) 885-5737
Email: nsherod@cavignac.com
Profession: Insurance
Home Group: University Towne Center II
Bio: As a risk advisor, I partner with my clients to review and understand their risk attributes. I work closely with each company to solve coverage issues, share market insights, and discuss emerging risk.
Nicole Sutton
Company: Nexus Search Group
Title: Founder and Legal Recruiter
Phone: (858) 336-7609
Email: nicole@nexus-searchgroup.com
Profession: Human Resources
Home Group: Carmel Valley
Bio: Nicole provides recruiting and consulting services to law firms and in-house legal departments throughout California.
Chuck Wasker
Company: Colliers International
Title: Sr. Vice President
Phone: (858) 677-5332
Email: chuck.wasker@colliers.com
Profession: Real Estate
Home Group: University Towne Center IV
Bio: Chuck specializes in investment sales of commercial projects throughout California and the Western United States.
Member News
Jules Taggart of Wayward Kind digital marketing featured in SD Voyager
Wayward Kind digital marketing agency, based in San Diego, was recently featured in SD Voyager to share its philosophy of helping small businesses grow by investing in relationships and using marketing technology in a thoughtful way.
Drew Koning Selected as a Super Lawyers Rising Star for IP Litigation in San Diego 2019
Drew Koning, partner at Koning Zollar LLP, has been selected as a Super Lawyers Rising Star for IP Litigation in San Diego for the second year in a row!
David Oates, San Diego Distributors & Manufacturers Group Leader, Named President of San Diego Rotary
David takes over at the 110th President of the 4th largest Rotary Club in the world. Boasting more than 500 members as the longest standing Rotary in San Diego County,
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the club includes some of the city’s well-known civic, business and community leaders who meet weekly for fellowship and service.
Jackie Mazur honored at the Carlsbad Business Achievement & Distinction Awards
Jackie Mazur was awarded the “Women Championing Women” award at the annual Carlsbad Business Achievement & Distinction Awards luncheon held on April 4th 2019.
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To learn more about the honor and the other awards presented, visit https://www.carlsbad.org/an-exciting-afternoon-of-celebration/
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.