October 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 18 New Members in the San Francisco Area

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

Brooke Bruns

Brooke Bruns

Armanino
(925) 790-2702
brookeb@amllp.com
Accountant
Home Group: San Ramon 3

Candice Campiotti

Candice Campiotti

Bookkeeping Management Systems
(925) 518-6139
candice@bkmanagementsystems.com
Consultant Service
Home Group: San Ramon 1

Jessica Carroll

Jessica Carroll

Filice Insurance
Employee Benefits Consultant
(805) 231-3914
jess@filice.com
Insurance
Home Group: San Ramon 2

Bio: I have a passion for leveraging innovative strategies that create cost savings & deliver sustainable benefits programs for clients across all industries. I prioritize clients interests while acting as an extension of their organization.

Shannon Clawson

Shannon Clawson

Ogletree, Deakins, Nash, Smoak & Stewart
(415) 536-3456
shannon.clawson@ogletree.com
Attorney
Home Group: San Francisco 15

Kasey Corbit

Kasey Corbit

BCG Law
(415) 453-3600
kasey@marinlitigation.com
Attorney
Home Group: San Francisco 15

Mike Doherty

Mike Doherty

Understanding eCommerce
+34 645 37 94 43
mike@understandingecommerce.com
Consultant Service
Home Group: San Francisco 14

Jim Donovan

Jim Donovan

Burst Forward
(415) 948-5491
jim@burstforward.com
Consultant Service
Home Group: San Francisco 15

Angela Dunz

Angela Dunz

Cowgirl Creative Coaching
(415) 419-1781
angela@angeladunz.com
Consultant Service
Home Group: San Francisco 11

Seana Fippin

Seana Fippin

Red Box Business Solutions
(925) 513-0000
seana@getredbox.com
Information Technology
Home Group: Pleasanton 1

Carol Ann Flint

Carol Ann Flint

International Partners
Investor Equity at International Partners, LLC
(917) 363-0579
carolann@ipllcinvestments.com
Real Estate
Home Group: Larkspur 1

Bio: Dedicated to helping individuals and family offices achieve financial independence through investment in multifamily(MF) commercial real estate (CRE). 20+ years MF CRE investment sales brokerage and MF development background in NYC and SF Bay Area.

Warner Johnston

Warner Johnston

5 Borough Communications
(415) 692-4860
wj@5borough.us
Marketing
Home Group: San Francisco 15

Bio: Public Relations & Communications Consultant.

Sue Keddington

Sue Keddington

Keddington Consulting
(650) 743-9293
sue@keddingtonconsulting.com
Consultant Service
Home Group: San Francisco 15

Daniel Leahy

Daniel Leahy

Law Offices of Daniel Leahy
(510) 985-4151
daniel@leahy-law.com
Attorney
Home Group: San Francisco 15

Kelly McGlinchy

Kelly McGlinchy

Linkenheimer LLP, CPA’s & Advisors
Assurance and Advisory Manager
(707) 546-0272
kelly@linkcpa.com
Accountant
Home Group: San Rafael 1

Debra Schifrin

Debra Schifrin

Debra Schifrin Consulting
Founder and CEO
(415) 722-2974
debra@schifrinconsulting.com
Consultant Service
Home Group: San Francisco

Shmuel Shottan

Shmuel Shottan

Fuchsia Innovation
(408) 313-4500
sshottan@gmail.com
Information Technology
Home Group: San Francisco 15

Bio: Shmuel Shottan is an experienced technology executive who served as CTO, SVP Engineering, Product management and as general partner at a corporate VC firm over the years. Shmuel also has a strong board and advisory board experience.

Jude Winterhalter

Jude Winterhalter

Jackson Square Insurance Associates
CEO
(415) 898-0637
jude@jsquareinsurance.com
Insurance
Home Group: San Francisco 9

Brandon Yip

Brandon Yip

Withum
(949) 261-2808
brandon.yip@withum.com
Accountant
Home Group: San Francisco 15

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

Sharon Adams

Adams Law Office
Trademark Attorney
(510) 649-1331
sjadams@adamslaw.biz
Attorney
Home Group: Oakland 2

Bio: Applying for trademark applications in the US and internationally. Help with responding to USPTO office action on pending trademark application. Trademark clearance.

Denae Budde

Budde Law Group
Managing Shareholder
(925) 939-9880
dbudde@blglegal.net
Attorney
Home Group: San Ramon 3

Bio: Real Estate transactions and litigation. Having tried fifty cases to verdict, uniquely qualifies me to negotiate and draft commercial leases, loan documents and contracts as well as litigate disputes.

Julia Holian

Julia Holian

Holian Associates
Career Strategist & Interview Coach
(925) 451-3183
julia@holianassociates.com
Consultant & Service
Home Group: San Ramon 3

Bio: Julia Holian helps business professionals navigate career transitions and successfully achieve their career goals.

Jen Lee

Jen Lee Law, Inc.
Debt and Credit Strategy Attorney
(925) 586-6738
jen@jenleelaw.com
Attorney
Home Group: Oakland 3

Bio: Do you know the cost of financial stress in your workplace, relationships, and health? Companies lose $300 BILLION per year due to financial stress. We help individuals and companies develop solutions for debt, credit, and bankruptcy.

Linn Schulte-Sasse

Sasse Law Office PC
Principal
(510) 594-8483
linn@sasselawoffice.com
Attorney
Home Group: Oakland 1

Bio: Linn Schulte-Sasse, Principal at Sasse Law Office PC, specializes in estate planning, trust administration, and probate. Linn creates estate plans aimed at bringing each client peace of mind based on his or her individual needs and life circumstances.

Carol Solfanelli

Compass
Residential Real Estate Broker
(415) 447-6240
carol.solfanelli@compass.com
Real Estate
Home Group: San Francisco 9

Bio: I am a real estate agent and lawyer representing people who buy or sell homes, condos or investment property in San Francisco. With my background as a law partner, developer and designer, I love helping clients successfully close their transactions.

James Wu

Quarles & Brady LLP
California Labor & Employment Chair
(925) 658-0300
james.wu@quarles.com
Attorney
Home Group: San Ramon 2

Bio: Since 1996, I have provided critical/daily employment/labor/HR advice & counsel and employment defense litigation. Recent cases include sexual harassment, independent contractor classification, meal/rest breaks, discrimination, & wrongful termination.

Stephanie Yang

Jackson Lewis P.C.
Principal
(415) 394-9400
stephanie.yang@jacksonlewis.com
Attorney
Home Group: San Francisco 10

Bio: Stephanie litigates on behalf of employers and counsels employers on workplace issues. She has a niche practice representing Asia and China-based companies to help them become California compliant. Stephanie is fluent in Mandarin Chinese.

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 Francisco Accelerator Workshop

Date: Wednesday, October 13, 2021
Time: 11:30am – 1:00pm