Silicon Valley 0821

New Members | 1 New Member in the Silicon Valley Area

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

Shawn Flynn

Global Capital Markets
Principal
(415) 952-3165
sf@globalcapitalmarkets.com
Banking Finance
Home Group: Mountain View 1

Bio: FINRA Licensed Investment Banker Focused on Mergers & Acquisitions, Raising Growth Capital, Secondary’s and Host of The Silicon Valley Podcast.

Member News

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

Member Milestones

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

Celebrating 5 Years

Claudia Ferguson

Business & Personal Banker- Relationship Manager Deposit Accounts, SVP
Real Estate Agent
(650) 645-6484
claudia.ferguson@herbank.com
Banking & Finance
Home Group: San Mateo 2

Bio: Dedicated banker to small businesses, non-profit organizations and affluent clients. I provide top tier support in a boutique bank setting. I know my clients and am their financial advocate. Is your client well served at their bank?

Cathryn Gawne

M&H, LLP
Partner
(650) 331-7019
cgawne@mh-llp.com
Attorney
Home Group: Palo Alto 2

Bio: Experienced corporate/securities attorney in the Bay Area; my clients are the people who start, invest in, and run companies – founders, investors and executives.

Sarada Majumder

Sarada Majumder
CPA
(408) 753-0272
sarada@sfbaycpa.net
Accountant
Home Group: San Jose 2

Bio: Our mission is to leverage years of Fortune 100 work experience to bring tax and accounting solutions to businesses and individuals at reasonable rates. We bring you large company experience paired with small firm access.

Mindy Morton

Procopio, Cory, Hargreaves & Savitch LLP
Partner
(650) 645-9020
mindy.morton@procopio.com
Attorney
Home Group: San Mateo 2

Bio: Internet and intellectual property trial attorney with first-chair jury trial experience. I tell my clients’ stories so they can be heard when it matters. National trade secrets thought leader. Passionate about advancing women.

Jason Papier

Werba Rubin Papier Wealth Management
Managing Member
(408) 217-2000
jason@wrpwealth.com
Financial Service
Home Group: San Jose 2

Bio: WRP provides strategic planning services to executives and their employees at pre-IPO companies. These services may include 83b election analysis, ISO exercise strategies and the accompanying tax and financial planning considerations.

Joan Secoquian

Avidbank
Senior Vice President-Relationship Manager
(408) 688-6055
jsecoquian@avidbank.com
Banking & Finance
Home Group: San Jose 1

Bio: Senior Vice President for Avidbank in the Corporate Banking Division in San Jose. I work with Private Held Businesses with borrowing needs from $1 million to $20 million. I provide Commercial Loans to Business Owners who needs growth capital.

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.

Silicon Valley Accelerator Workshop

Date: Tuesday, August 24, 2021
Time: 11:30am to 1:00pm PST

Learn More

The Accelerator