New Members | 11 New Members in the San Diego Area
Join us in welcoming our new members! Reach out via their email below to make a connection.
Mike Bergthold
Stapleton Group Inc.
Managing Director
(213) 404-0113
mbergthold@stapletoninc.com
Consultant Service
Home Group: University Towne Center 4
Bio: Mike Bergthold has more than 30 years working as an executive team member and advisor to distressed middle market companies. Mike serves as CRO or financial advisor guiding clients through complex legal processes in formal and informal reorganizations.
Gregory Blake
Bankers Hill Advisors Accountancy Corp.
President
(858) 634-0205
greg@bankershilladvisors.com
Accountant
Home Group: Carmel Valley 4
Josh Donnelly
Shoreline Partners LLC
Managing Director and Partner
(858) 587-9800 ext 104
jdonnelly@shoreline.com
Banking Finance
Home Group: University Towne Center 5
Michael Elliott
RocketDog Communications
(206) 399-8284
mikee@rocketdog.org
Marketing
Home Group: Del Mar Heights 2
Bio: Michael brings over 20 years of experience developing, managing, and implementing marketing and communication campaigns and brand strategy with a focus in the Marketing and Branding space.
Grant Jacka
CMR Risk Insurance
Principal, Vice President
(619) 577-4036
gjacka@cmrris.com
Insurance
Home Group: Carmel Valley 4
Bio: I am an Employee Benefits Broker who’s goal is to help businesses of all sizes find affordable yet comprehensive benefit solutions for their employees. I specialize in helping companies create programs tailor made for their employees needs and the company.
Joshua Mello
Bank of Southern California
Managing Partner
(619) 977-7975
jmello@banksocal.com
Banking Finance
Home Group: University Towne Center 5
Nancy Nguyen
Pave Talent
VP, Business Development
(646) 831-0925
nancy@pavetalent.com
Human Resources
Home Group: Del Mar Heights 2
Bio: I help partner with high-growth companies hire their most critical or hard-to-fill roles when they are experiencing growth or attrition. We are a multi-discipline firm talent experts in three buckets: Life Science, IT & Engineering, and G&A.
Tara Pelan
Coeptus Law, Inc.
Partner
(760) 827-8920
tara@coeptuslaw.com
Attorney
Home Group: Del Mar Heights
Sam Sailors
SOS WOW
(858) 449-4174
sam@ssowow.com
Consultant Service
Home Group: San Diego Downtown 2
Lou Segreti
Segreti Law Office
Managing Attorney
(858) 433-7098
lou@segretilawoffice.com
Attorney
Home Group: University Towne Center 5
Bio: Lou Segreti is an experienced litigation attorney who defends and prosecutes business and real estate disputes throughout California. Lou started his own practice about 5 years ago after having practiced for years at an AMLAW 100 law firm.
Lana Turpie
Procopio
Owner
(617) 721-2398
lana.turpie@procopio.com
Attorney
Home Group: University Towne Center 4
Bio: I help clients with technology transactions and negotiating commercial contracts so they can maximize the value of their technology, services, and intellectual property. https://www.procopio.com/attorneys/view/lana-turpie
Member News
Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.
Amy Levy Interview on the Business Growth Cafe Podcast
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 10 Years
Stephen Lobbin
SML Avvocati P.C.
Partner
(949) 636-1391
steve_lobbin@yahoo.com
Attorney
Home Group: University Towne Center 2
Bio: IP Attorney, UCLA Law 1995 with broad experience in IP litigation/transactional and corporate matters. My firm offers “big firm” expertise and success with small firm attention and rates!
Celebrating 5 Years
Betty Arapostathis
Northern Trust
Banking Relationship Advisor/Vice President
(858) 824-1255
ba196@ntrs.com
Banking & Finance
Home Group: Carmel Valley Torrey View
Bio: Highly knowledgeable and creative Banking Relationship Advisor who works with wealthy individuals and families on their depository banking & lending needs. Previously ran a family office for an UHNW international family.
James Daneri
Blanchard, Krasner & French
Attorney
(858) 551-2440
jdaneri@bkflaw.com
Attorney
Home Group: Carmel Valley 4
Bio: Mr. Daneri practices in the areas of estate planning, taxation, and business law. His estate planning practice includes formation of complex irrevocable and revocable trusts, probate, and trust administration. His taxation practice includes entity and…
John Ovrom
Exit Consulting Group, Inc.
President
(619) 990-4770
john@exitconsultinggroup.com
Consultant & Service
Home Group: San Diego Downtown 2
Bio: John is the founder of Exit Consulting Group – ECG deals with all aspects of the business exit. Whether it’s a 3rd party sale, internal or family transfer, liquidation or long term value-add strategy, ECG makes it happen.
Peter Quinn
Kidder Mathews
Senior Vice President, Shareholder
(858) 864-8491
peter.quinn@kidder.com
Real Estate
Home Group: Carmel Valley 4
Bio: I have been a real estate broker, investor, and developer for 35 years. I help people interested in commercial real estate: Solve problems Identify opportunities Create wealth If I cannot personally help you, I will find someone who can.
Upcoming 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 Diego Accelerator PV Zoom
Date: Tuesday, May 11, 2021
Time: 11:30am – 1:30pm
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