May 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members11 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

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

Gregory Blake

Bankers Hill Advisors Accountancy Corp.
President
(858) 634-0205
greg@bankershilladvisors.com
Accountant
Home Group: Carmel Valley 4

Josh Donnelly

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

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

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

Joshua Mello

Bank of Southern California
Managing Partner
(619) 977-7975
jmello@banksocal.com
Banking Finance
Home Group: University Towne Center 5

Nancy Nguyen

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

Tara Pelan

Coeptus Law, Inc.
Partner
(760) 827-8920
tara@coeptuslaw.com
Attorney
Home Group: Del Mar Heights

Sam Sailors

Sam Sailors

SOS WOW
(858) 449-4174
sam@ssowow.com
Consultant Service
Home Group: San Diego Downtown 2

Lou Segreti

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

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.

Todd Carey
Apr 20, 2021

Marc Brener Joins Angelo on the Business Growth Cafe Podcast

Unless you've been hiding under a rock, the conversation on energy conservation and climate change is not new but certainly one you need to participate in. ProVisors member and expert on the subject, Marc Brener, Director of Renewable & Energy Efficiency Services of Energy Experts International, Inc., is here to help explore ideas and the facts you need to be thinking about. https://businessgrowthcafe.podbean.com/e/climate-change-renewable-energy-sustainable-energy-and-greenhouse-gasesoh-my/
Todd Carey
Apr 13, 2021

Amy Levy Interview on the Business Growth Cafe Podcast

The world of public relations has changed and Angelo's guest, Amy Levy, Founder and CEO of Amy Levy Public Relations has changed too. Not only in the way she runs her business but the types of services she provides her clients. https://businessgrowthcafe.podbean.com/e/using-public-relations-to-your-strategic-advantage/

Member Milestones

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

Celebrating 10 Years

Stephen Lobbin

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

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

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

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

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