The
Accelerator
New Members | 15 New Members in the San Francisco Area
Steve Carmassi
Company: Interwest Insurance Services
Phone: (925) 977-4102
Email: scarmassi@iwins.com
Profession: Insurance
Home Group: San Ramon 2
Louis Cionci
Company: Exit Strategies Group, Inc.
Phone: (707) 781-8582
Email: lcionci@exitstrategiesgroup.com
Profession: Financial Service
Home Group: Santa Rosa 2
Christine (Chris) Davis
Company: Bates Group LLC
Title: Managing Director – Forensic Accounting, Economic Damages & Financial Crimes
Phone: (415) 416-5691
Email: cdavis@batesgroup.com
Profession: Consultant Service
Home Group: San Francisco 6
Bio: Chris is retained as a consulting and testifying expert in the areas of accounting, economic damages, business valuation, and fraud. She is CPA in California, New York and Oregon. She teaches CLE regularly and is a published author.
Kelny Denebeim
Company: Signature Bank
Title: Group Director – SVP
Company: (646) 802-3915
Email: kdenebeim@signatureny.com
Profession: Banking Finance
Home Group: San Francisco 13
Bio: I am a Group Director of a private banking team that offers a single point of contact for our nonprofit and business service clients.
Pavan Dhillon
Company: Dhillon Immigration Law
Title: Canadian Immigration Attorney
Phone: (415) 855-4852
Email: pdhillon@dhillonimmigration.com
Profession: Attorney
Home Group: San Francisco 13
Diane Fernald
Company: Futurecast CFO
Title: CFO
Phone: (415) 624-6705
Email: diane@futurecastcfo.com
Profession: Consultant Service
Home Group: San Francisco 9
Bio: Provides CFO-level support to small and medium-sized businesses.
Paul Kawakami
Company: Kawakami Baron & Lamb
Title: Partner
Phone: (925) 899-3775
Email: kawakami@kbllawyers.com
Profession: Attorney
Home Group: San Ramon 1
Bio: I am a transactional real estate lawyer, specializing in leasing, acquisition, sale & development of commercial real estate.
Donatella Levintow
Company: Summit State Bank
Title: Senior Vice President/Relationship Manager
Phone: (707) 284-5724
Email: dlevintow@summitstatebank.com
Profession: Banking Finance
Home Group: San Rafael 1
Ellen London
Company: Alto Litigation
Title: Partner
Phone: (415) 612-9566
Email: ellen@altolit.com
Profession: Attorney
Home Group: San Francisco 13
Bio: Partner at Alto Litigation handling complex civil litigation, with an emphasis on government investigations and civil white collar defense.
Jeff Mallan
Company: Mallan & Associates, Inc.
Title: Forensic CPA
Phone: (707) 889-1464
Email: forensiccpa@mallanassociates.com
Profession: Accountant
Home Group: Santa Rosa
Christine Meserve
Company: Opes Meserve
Phone: (408) 357-7804
Email: cmeserve@opesadvisors.com
Profession: Banking Finance
Home Group: San Francisco 13
Shaun Schroeder
Company: Junction Peak
Title: Partner/EOS Implementer
Phone: (916) 997-7255
Email: shaun@junctionpeak.com
Profession: Consultant Service
Home Group: San Ramon 1
Bio: : As an entrepreneur with over 20 years of experience, Shaun’s passion is integrating the investor mindset for business owners and their leaders, by implementing simple financial and execution systems.
Holden Stein
Company: Fathom Law
Title: Partner
Phone: (415) 231-5506
Email: holden@fathomlaw.com
Profession: Attorney
Home Group: San Francisco 1
Bio: Assist clients forming and financing businesses, buying and selling businesses, drafting complex agreements and as outside general counsel. I provide sophisticated, client-focused business legal services equal to big firms from a boutique firm.
Lynette Stolarzyk
Company: Baker Tilly
Title: Specialty Tax Leader, International Tax Principal
Phone: (612) 345-2142
Email: lynette.stolarzyk@bakertilly.com
Profession: Accountant
Home Group: San Francisco 13
Bio: : Leader of the Firm’s specialty tax practice, focusing on International Tax, R&D, Cost Seg, Tax Advocacy and Controversy, State and Local Tax, M&A Tax
Kristin Sun
Company: Sand Hill Global Advisors
Title: Senior Wealth Manager
Phone: (650) 687-8133
Email: ksun@sandhillglobaladvisors.com
Profession: Investment Advisor
Home Group: San Francisco 13
Bio: Serving families navigating difficult life transitions, including divorce, I empower my clients to take control of their financial future. I endeavor to simplify financial complexity and remain commitment to providing thoughtful investment advice.
Member News
GL Walnut Creek 3, Allison Tabor, Appointed Women Presidents’ Organization (WPO) Platinum V Facilitator
The Women Presidents’ Organization (WPO), a peer advisory group for million-dollar-plus, women-led companies, has named Allison Tabor, Owner of Coppia Advisory, as the new Chapter Chair of the Platinum V Chapter. Platinum is a WPO membership group available for women who gross over $10 million annually. Allison Tabor is a pragmatic executive coach, speaker, facilitator, and the author. She helps business owners, executives & their teams in the areas of leadership, interpersonal comm. & strategy.
Roberta Guise Quoted in TechTarget
In an article highlighting the gender pay gap, Roberta Guise was quoted for her opinions about French versus United States policy on narrowing gender pay inequity. For the full story, click here.
Susan G. Schwartz Featured Speaker
Susan was a featured speaker at Toastmasters District 4 Leadership Institute. Congratulations Susan!
Cameo Roberson Featured in The Journal of Financial Planning
Check out the Journal of Financial Planning article titled “How Volunteering Can Help Build Your Professional Brand” where Cameo details her journey as a volunteer member in a student forum group all the way to current PR/Communications Director of the FPA Silicon Valley chapter. Cameo shares how volunteering has helped shaped both her business and professional brand and how to go about developing your own volunteer pathway.
Svetlana Kamyshanskaya – Selected as Super Lawyer, San Francisco, CA
Svetlana Kamyshanskaya, a founding partner of Primum Law Group, was recently recognized as a “Super Lawyer”. Congratulations Svetlana!
Kevin O’Connell Promoted to Partner at Squar Milner
Squar Milner LLP is proud to announce that Kevin O’Connell has been promoted to Audit Partner effective July 1, 2020. Kevin is an up-and-coming thought leader in the accounting field, presenting on various topics for the California Society of CPAs, OSC2, and LeadingAge.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 10 Years
Mary O’Hara-Devereaux
Company: Global Foresight & Vistage International
Title: President & Chair Vistage Peer Advisory Board
Phone: (415) 398-8816
Email: mohara@global-foresight.net
Profession: Consultant & Service
Home Group: San Francisco 4
Bio: Mary is a leading global business forecaster, trend analyst, strategist & keynote speaker for Fortune 100 to mid market companies. She is an executive coach and Vistage Chair for CE/Key executives.
Zi Wong
Company: Knobbe Martens Olson & Bear LLP
Title: Partner
Phone: (415) 954-4114
Email: zi.wong@knobbe.com
Profession: Attorney
Home Group: San Francisco 2
Bio: I have over a decade of experience representing clients in wide range of technologies, including semiconductor fabrication (including fabrication processes and equipment), biofuels, solar power, electronics, microelectromechanical systems (MEMS), and more.
Celebrating 5 Years
Larry Cirelli
Company: Hanson Bridgett LLP
Title: Partner
Phone: (415) 995-5003
Email: lcirelli@hansonbridgett.com
Profession: Attorney
Home Group: San Francisco 8
Bio: I am a trial lawyer. My practice primarily focuses on business litigation, including disputes among shareholders, owners, officers, founders and directors of companies, fiduciary duty, contracts, trade secrets and unfair competition claims.
Michelle Dylan
Company: Law Offices of Michelle M. Dylan, Vicente Sederberg Law Firm
Title: Owner/Founder
Phone: (415) 548-1882
Email: md@michelledylanlaw.com
Profession: Attorney
Home Group: San Francisco 3
Bio: Michelle has 20 years of criminal defense experience successfully representing clients in court. During her career, she has obtained favorable results in difficult to win cases. Michelle also specializes in cannabis licensing and regulatory matters.
John Dzida
Company: Bank of San Francisco
Title: Senior Vice President
Phone: (415) 489-7134
Email: john.dzida@bankofsf.com
Profession: Banking & Finance
Home Group: Mergers $ Acquisitions 3
Bio: Commercial & Business Banker.
Sean Gentry
Company: Ad Astra Law Group, LLP
Title: Sean B. Gentry, Esq.
Phone: (415) 795-3579
Email: sgentry@astralegal.com
Profession: Attorney
Home Group: San Francisco 11
Bio: Sean Gentry’s practice at Ad Astra includes expertise in employment litigation for both employers and employees, advice and counsel for employers, severance review, and early resolution of potential disputes, as well as commercial and business litigation.
Carolyn Masline
Company: Goldman Sachs Personal Financial Management
Title: Vice President
Phone: (650) 285-5012
Email: carolyn.masline@gs.com
Profession: Investment Advisor
Home Group: San Francisco 9
Bio: I provide clients with personalized advice, financial planning, and an investment strategy to help them meet their life goals. My focus is on women and retired or retirement-ready clients interested in a collaborative, professional relationship.
Amara Morrison
Company: Wendel Rosen LLP
Title: Partner
Phone: (510) 834-6600
Email: amorrison@wendel.com
Profession: Attorney
Home Group: San Ramon 1
Bio: I am an experienced land use and environmental attorney in the East Bay specializing in entitlement work. Having over 25 years of public sector land use experience, I’m well suited to advising corporate and individual clients.
Zac Mutrux
Company: Insperity
Title: Certified Business Performance Advisor
Phone: (415) 513-8612
Email: zac.mutrux@insperity.com
Profession: Human Resources
Home Group: Oakland 1
Bio: As a Certified Business Performance Advisor with Insperity, I work with the leadership of companies ranging from mid-market to startup, providing customized HR solutions based on their unique needs.
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