New Group Leaders

1 New Group Leader in the Silicon Valley Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection. If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

Maria Guardado

Loan Officer
Veridian Mortgage
(408) 406-0285
maria@veridianmortgage.com
Home Group: Mountain View 1

New Members

5 New Members in the Silicon Valley Area

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

Nancy Dierx

Real Estate Appraisal Professionals
Certified Residential Real Estate Appraiser
(650) 208-6716
appraisal@dierx.com
Real Estate
Home Group: Santa Clara 1

Bio: Founder of Real Estate Appraisal Professionals With over 4 decades of experience in the San Francisco Bay Area, Nancy is a Certified Residential Real Estate Appraiser renowned for her leadership, mentorship, and commitment to excellence.

Dahleet Dittmer

(408) 252-1800
dahleet.dittmer@wheelercpa.com
Accountant
Home Group: Santa Clara 1

James Orr

UBS Financial Services Inc.
Private Wealth Advisor
(650) 289-7001
james.orr1@ubs.com
Financial Service
Home Group: Menlo Park 1

Bio: Since 2000, James has helped clients with their financial planning, portfolio construction, and investment management needs. He has a specialty in business exit planning and executive compensation.

Ramses Orta

(415) 538-1117
ramses.orta@chase.com
Banking Finance
Home Group: Mountain View 2

Wendy Verba

(650) 888-7443
wendyverba@designbelonging.com
Consultant Service
Home Group: San Mateo 1

Member News

If you haven’t checked out our new ProVisors Power Networking series yet, take a peek at our Power Networking Trailer HERE. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills. Watch all the videos in the series HERE.

Member Milestones

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

Celebrating 10 Years

Sean McLean

PPCo Technology Solutions, PPCO, and Akene Consulting, LLC
Director of Technology Consulting
(408) 287-7911
smclean@ppandco.com
Consultant & Service
Home Group: San Jose 1

Bio: I assist businesses with their Strategic Technology Decisions & Process Planning. Many of my clients do not have a CIO or IT Director, so I help their management team work with IT vendors and staff to execute change and maximize efficiency.

Roger Royse

Haynes and Boone, LLP
Partner
(650) 245-3406
roger.royse@haynesboone.com
Attorney
Home Group: Palo Alto 1

Bio: Roger practices in the areas of corporate and securities law, domestic and international tax, mergers and acquisitions, and fund formation.

Events

National Networking Day is Wednesday, September 20^th at 2pm PST with featured guest speaker Bob Burg, Author of the Go-Giver. Registration and Dial-In Details are on the Hub.

Join us for our Fall PV@Night at Steins on Tuesday, September 12th from 5:00-7:00pm. Registration and details are on the Hub.

Accelerate Your Membership (AYM) on October 9, 2023 (8:30a P / 10:30a C / 11:30a E) with Sami Azhari/Richard Wang who will discuss GUESTING STRATEGY -The skill in virtual networking and the importance of guesting outside of your region. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.

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, September 5, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, September 6, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, September 6, 2023 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, September 7, 2023 – 11:30a PT | 1:30p CT | 2:30p ET