|  San Francisco

New Members

12 New Members in the San Francisco Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

Ida Abbott

Ida Abbott

Ida Abbott Consulting
President
(510) 339-6883
ida@idaabbott.com
Consultant Service
Home Group: Oakland 2

Bio: Help individuals and firms design creative, purposeful, dignified retirements. Expert on legal talent & career development, mentoring, leadership. Author, speaker.

Matt Cole

Matt Cole

SBJ Capital
(415) 848-1994
matt@sbjcap.com
Banking Finance
Home Group: San Francisco 14

Bryan Coryell

Bryan Coryell

Friedemann Goldberg Wargo Hess LLP
Attorney
(707) 543-4900
bcoryell@frigolaw.com
Attorney
Home Group: Santa Rosa 2

Monte Grix

Monte Grix

Hirschfield Kraemer
(415) 835-9016
mgrix@hkemploymentlaw.com
Attorney
Home Group: San Francisco 2

Mike Malik

Mike Malik

Oppenheimer
(415) 279-7582
mike.malik@opco.com
Investment Advisor
Home Group: Santa Rosa 2

Ciara Martinez

Ciara Martinez

The Light Bulb Creative
(575) 770-8031
ciara@thelightbulbcreative.com
Marketing
Home Group: Ramon 3

Bio: Over 10 years of marketing, development & creative direction in the corporate sector led me to launch The LightBulb Creative. I now partner with businesses to help build & grow their brands, reach, & revenue with head-turning design & strategy.

Janice Nugent

Janice Nugent

Compass Mortgage Advisors
Certified Mortgage Planning Specialist
(925) 683-0787
janice@janicenugent.com
Banking Finance
Home Group: San Ramon 3

Erica O'Leary

Erica O’Leary

First Citizens Bank
Vice President / Business Banker
(925) 948-1448
erica.oleary@firstcitizens.com
Banking Finance
Home Group: San Ramon 2

Bio: Providing access to capital for the professional services & skilled trades industries to assist with acquisition or expansion, including commercial real estate financing.

Stephanie Shaterian

Stephanie Shaterian

Flo Content
(925) 385-8610
stephanie@flocontent.com
Marketing
Home Group: Walnut Creek 3

Steven Sherman

Steven Sherman

Sherman Business Law
(415) 403-1660
steven@shermanbusinesslaw.com
Attorney
Home Group: San Francisco 7

Ron Snyder

Ron Snyder

I-8ighty6ix
Partner
(702) 279-4955
rsnyder@innovations86.com
Marketing
Home Group: San Ramon 3

Bio: I’m a partner of I-8ighty6ix – website GotEnoughBoldIdeas.com – an innovation services company that designs and facilitates Innovation Workshops to address problems and/or take advantage of new opportunities.

Kristin Swenson

Kristin Swenson

Kreativz
(415) 682-6842
k@kreativz.com
Consultant Service
Home Group: San Francisco 4

Member News

We have made a few updates to the names of our newsletters and wanted to let you know (you may have already noticed).  This monthly membership newsletter, formerly known as The Accelerator is now ProVisors News. The weekly newsletter, formerly known as The Member Exchange is now ProVisors Business Opportunities and Thought Leadership is now Member Thought Leadership.

Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.

Todd Carey
Feb 09, 2022

Employment and consumer attorney, Stephen Noel Ilg, is published in Daily Journal

Employment and consumer attorney, Stephen Noel Ilg (San Mateo 1), was published in Daily Journal, discussing how the ruling of Lawson v. PPG Architectural Finishes, Inc., should finally put an end to the wrongful dismissal of whistleblower claims by California employees who were improperly penalized because they could not prove pretext.

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 10 Years

Gregory Abel

Whiting Ross Abel & Campbell, LLP
Attorney at Law
(925) 296-6000
gabel@disso.com
Attorney
Home Group: San Ramon 2

Bio: Family Law Attorney & Certified Mediator

Rick Randel

Randel Law, Inc.
Attorney at Law
(925) 855-3215
rick@randellaw.com
Attorney
Home Group: Pleasanton 1

Bio: Experienced business attorney specializing in corporate finance, securities transactions, mergers & acquisitions, and exit and succession.

Robert Tasker

CM Commercial Real Estate Inc
Managing Principal
(415) 543-9401
rtasker@cmcommercialinc.com
Real Estate
Home Group: San Francisco 2

Bio: CM Commercial is a Bay Area based commercial real estate advisory firm representing clients with lease or purchase and sale decisions here in the Bay Area, across the country and internationally as well.

Celebrating 5 Years

DJ Forman

ITque
CTO
(408) 641-7030
djforman@itque.net
Consultant & Service
Home Group: San Mateo 2

Bio: I am co-founder and CTO of ITque. I am the Virtual CIO for over 100 companies in the Bay Area from startups to Fortune 100.

Mark Gabel

Gabel Law Firm, P.C.
Principal Attorney
(628) 231-2227
markg@gabel-law-firm.com
Attorney
Home Group: Santa Rosa 2

Bio: I advise employers about compliance issues and defend them in disputes, conduct workplace investigations, represent executives in contract negotiations, and champion wronged employees in litigation against their employers.

Dale Marie Golden

Bridge Bank
Vice President
(510) 899-7500
dale.golden@bridgebank.com
Banking & Finance
Home Group: Oakland 2

Bio: Expert banker that specializes in the needs of small businesses and nonprofits.

Jason Gordon

Jason Gordon

K&L Gates LLP
Attorney
(415) 882-8124
jason.gordon@klgates.com
Attorney
Home Group: San Francisco 11

Bio: Sophisticated venture-capital-focused attorney.

Deb McClanahan

BroadBand HR Consulting
Principal
(650) 520-7589
deb@broadbandhr.com
Human Resources
Home Group: San Francisco 8

Bio: For Executive Search, Deb services high tech, biotech and medical device companies as well as other businesses by finding and attracting extremely qualified people. The “treasure hunt” is for Board, CEO, VP, Director, or senior contributor level.

Min Riblett

Armanino LLP
Tax Partner
(925) 790-2765
min.riblett@armaninollp.com
Accountant
Home Group: San Ramon 1

Bio: Helping your financial needs – “My client’s problem is my problem.”

David Rosenthal

LegalVision
Chief Operating Officer
(415) 777-8598
david@legalvisionsf.com
Consultant & Service
Home Group: San Francisco 8

Bio: David works with trial lawyers to visually communicate their cases to juries, arbitrators and mediators. He is a former litigator and has advised on more than 1,500 trials, including the Scott Peterson and Robert Blake murder trials.

Bart Welles

Guarantee Mortgage
Mortgage Banker/Broker – Loan Specialist
(415) 722-1592
bwelles@guaranteemortgage.com
Banking & Finance
Home Group: San Francisco 11

Bio: With over 20 years of experience as a mortgage banker/broker, Bart has access to over 500 mortgage products to meet the needs of a wide range of borrowers. His in depth knowledge of mortgage products, residential and commercial underwriting, real.

Events

Join an Accelerator Workshop 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.

San Francisco Accelerator Workshop

Date: Wednesday, March 9, 2022
Time: 11:30am – 1:00pm

SFO PV@Night

When: Wednesday, March 9th 5:00-7:00 pm
Where: Osha Thai Restaurant & Bar
4 Embarcadero Center, Street Level SF, CA 94111