New Members |Â 6 New Members in the San Diego Area
Join us in welcoming our new members! Reach out via their email below to make a connection.
Sofia Bongard
BooXKeeping East San Diego
Owner
(619) 825-1625
sofia.bongard@booxkeeping.net
Accountant
Home Group:Â University Towne Center 3
Bio: Taking care of your business with accurate and timely bookkeeping and accounting services; remote or on-site. BooXkeeping..bookkeeping redefined!
Courtney Harrison
Culture Works HR
Partner Operations Specialist
courtneyh@cultureworkshr.com
Human Resources
Home Group: Carmel Valley
Bio: Culture Works focuses on Culture, Talent and HR by way of Purpose, People and Process. The majority of our partnerships provide fractional hands-on integrative Culture, Talent and HR support. Outside of providing fractional services, we also offer recruit.
Michael Hernandez
HHJ Trial Attorneys
Partner
(714) 745-5942
mhernandez@hhjtrialattorneys.com
Attorney
Home Group:Â San Diego Downtown 4
David Meister
Paylocity
Account Executive
(619) 417-4030
dmeister@paylocity.com
Human Resources
Home Group: University Towne Center 5
Bio: I help organizations leverage Paylocity’s HR/payroll solution to streamline manual processes they have in place. Whether it’s recruiting talent, engaging employees, or giving C-Level execs the best tools to run their business, Paylocity and I can help.
Holly Pobst
Golden Care
Senior Care Coordinator
(760) 637-7062
hpobst@getgoldencare.com
Consultant Service
Home Group: Carmel Valley Torrey View
Bio: A Gerontologist and healthcare leader since 1990, I assist elderly clients and their families gain access to care and resources needed to age successfully.
Jeffrey Wilber
Home Street Bank
SVP Relationship Manager
(619) 438-6433
jeffrey.wilber@homestreet.com
Banking Finance
Home Group: San Diego Downtown 4
Bio: I serve as a relationship manager for HomeStreet Bank- a regional bank headquartered in Seattle. I help my clients to maximize the potential of their business by providing a meaningful relationship with their Banking partner.
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
Evan Dwin
Dwin Legal, APC
Attorney
(760) 536-6471
edwin@dwinlegal.com
Attorney
Home Group: Carmel Valley 2
Bio: I am an employment lawyer and litigator. I represent clients in employment and business litigation and provide advice and counseling related to wages, hours, trade secret and confidentiality issues, termination, severance, discrimination and harassment.
Bryan Geisbauer
Kidder Mathews
Senior Vice President | Shareholder
(858) 369-3031
bryan.geisbauer@kidder.com
Real Estate
Home Group: Carmel Valley 2
Bio: I help my clients make fully informed real estate decisions which promote sustained cost savings, strengthen employee retention, & enhance corporate identity. Think of me as an outsourced Director of Real Estate for small to mid-sized businesses.
Ashley Lopez
Bank of Southern California
VP, Relationship Manager
(949) 528-5757
alopez@banksocal.com
Banking & Finance
Home Group: Carmel Valley 2
Bio: I take care of the banking so you can focus on your business! I work with small to medium sized companies for all deposit, cash management and lending needs.
Danielle Negroni
Coastal Premier Properties
(858) 735-5767
daniellenegronisells@gmail.com
Consultant & Service
Home Group: Del Mar Heights
Bio: Concierge residential realtor with a JD.
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, November 9, 2021
Time: 11:30am – 1:30pm
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