| San Francisco
New Members
10 New Members in the San Francisco Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Amber Lee Bissell
Law Offices of Amber Lee Bissell
(415) 870-1357
amber@amberleelaw.com
Attorney
Home Group: San Francisco 2
Bio: Labor and Employment Attorney based in the Bay Area focusing on individual plaintiff cases, including harassment, discrimination, and retaliation.
Tara Clancy
BearingStone Law
(415) 640-2388
tarakclancy@gmail.com
Attorney
Home Group: San Francisco 13
Brian Cope
Avison Young
Commercial Real Estate Broker
(415) 519-2454
brian.cope@avisonyoung.com
Real Estate
Home Group: San Francisco 9
Bio: Helping companies understanding the real estate market and to find, lease and buy/sell commercial real estate spaces and buildings – be it office, industrial, life sciences, or otherwise.
Denise Dennis
ActionAccelerated
Email Marketing Automation Strategist
(908) 883-4769
denise@actionaccelerated.com
Consultant Service
Home Group: Sacramento 2
Bio: Marketing automation strategist, specializing in automating client attraction, sales, and customer satisfaction processes, transforming businesses for efficiency and profit growth.
Reena Inthiran
Heritage Bank
Vice President, Sr. Commercial Banker
(650) 579-1501
Reena.inthiran@herbank.com
Home Group: San Francisco 1
Bio: A holistic commercial banker specializing in C&I and CRE financing. Focused on businesses with annual revenues under $150 Million requiring capital, or when the incumbent banking relationship is inadequate.
Micah Jacobs
AALR
(628) 234-6222
micah.jacobs@aalrr.com
Attorney
Home Group: San Francisco 3
Bio: Micah specializes in complex commercial, business and intellectual property litigation and trials.
Jan Reed
Corporate Finance Associates
Founder/CEO
(650) 594-1633 x1
jreed@svfgroup.com
Financial Service
Home Group: San Francisco 6
Ryan Shane
The Housing Guild
(415) 625-0000 X 2100
ryan@housingguild.com
Real Estate
Home Group: San Francisco 11
Benjamin Spater
Seyfarth Shaw
Senior Counsel
(415) 544-1078
bspater@seyfarth.com
Attorney
Home Group: San Francisco 15
Bio: Ben concentrates his practice on the design and tax-qualification of retirement plans, executive compensation and ERISA. Ben also served for many semesters as an adjunct professor at the Golden Gate University School of Law LL.M. Tax Program.
Nancy Williams
3D Digital
(510) 455-2204
nancy.williams@localdigitalpro.com
Marketing
Home Group: San Francisco 6
Member News
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 10 Years
Ramon J. Polin
Parallel Advisors LLC
Wealth Advisor
(415) 728-9166
ray.polin@paralleladvisors.com
Investment Advisor
Home Group: San Francisco 12
Bio: As Chief Fiduciary Officer to busy and successful people, I bring harmony, coordination and efficiency to their financial and life issues.
Celebrating 5 Years
Jennifer Bourque
Empire Home Loans
Mortgage specialist
(925) 321-4198
jenn@empirehomeloans.com
Banking & Finance
Home Group: Oakland 3
Bio: I’m committed to empowering buyers and homeowners to understand their lending options as well as assisting them in achieving their goals for homeownership.
Kathrin Dimas
Donahue Fitzgerald LLP
Business, Corporate and Real Estate Partner
(925) 746-7770
kdimas@donahue.com
Attorney
Home Group: Oakland 2
Bio: Experienced corporate, business, and real estate transactional attorney with Donahue Fitzgerald LLP whose practice focuses on mergers & acquisitions, restructurings, venture capital and other financing transactions, and securities law compliance.
Jennifer Herlihy
Koller Herlihy LLP
Trust & Estate Litigation Attorney
(925) 915-8759
jherlihy@khtrustlaw.com
Attorney
Home Group: San Ramon 2
Bio: I advocate on behalf of individuals and fiduciaries in complex trust and estate disputes. I am experienced in conservatorship matters, trust litigation, and estate litigation. My practice includes matters involving undue influence claims,…
Steve Kau
Steve Kau, CPA, PC
Principal
(925) 242-1300 ext 5
stevek@e-skcpa.com
Accountant
Home Group: San Ramon 3
Bio: We help individuals, businesses and trusts with their needs for income taxes.
Kavita Sharma
Sharma Law Group
Partner
(415) 678-1980
kavita@sharmalawgroup.net
Attorney
Home Group: San Francisco 8
Bio: Kavita focus on the litigation of property disputes including landlord/tenant (residential and commercial), partition actions, fair housing/discrimination, easement, non-disclosure and HOA litigation.
Events
Save-the-date for our Spring PV@Night – Thursday, March 21st at Harborview Restaurant & Bar. Registration and details are on the Hub.
Accelerate Your Membership (AYM) on Monday, February 12, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics. Register Now!
Join a New Member Orientation 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.
New Member Orientations
Tuesday, February 6, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, February 7, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, February 7, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
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