| 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.
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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.
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Tara Clancy
BearingStone Law
(415) 640-2388
tarakclancy@gmail.com
Attorney
Home Group: San Francisco 13
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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.
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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.
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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.
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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.
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Jan Reed
Corporate Finance Associates
Founder/CEO
(650) 594-1633 x1
jreed@svfgroup.com
Financial Service
Home Group: San Francisco 6
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Ryan Shane
The Housing Guild
(415) 625-0000 X 2100
ryan@housingguild.com
Real Estate
Home Group: San Francisco 11
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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.
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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
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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
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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.
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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.
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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,…
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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.
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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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