Provisors Company
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Provisors Employees
Datex Property Solutions March 2015 - Present
ProVisors August 2014 - March 2015
AssetAvenue, Inc. February 2014 - June 2014
Perfect Market February 2012 - September 2013
GMS AutoGlass February 2011 - February 2012
BenefitPackages.com Insurance Agency March 2005 - February 2012
Air Electro, Inc. August 2010 - May 2011
Snaag.com February 2011 - March 2011
Academy of Motion Picture Arts and Sciences December 2010 - January 2011
Flashfoto August 2007 - June 2009
Skills
Technical Staff..., Product Management, Agile Project Management, Scrum, Project Management, Web Services, Analytics, User Experience, Process Improvement, Product Marketing, Offshore Software..., Process Management, Kanban, SDLC, Web Applications, Microsoft SQL Server, SaaS, Cloud Computing, SOA, Software Engineering, Lean Development, PHP, C#, ASP.NET, HTML, MySQL, jQuery, XML, Access, JSON, Account Management, MS Project, Start-ups, Web Analytics, C++, Customer Service, Enterprise Software, PMP, Entrepreneurship, Mobile Devices, Database Design, Python, .NET, Responsive Design, MongoDB, Node.js, AngularJS, Agile Methodologies, Software Development, Management
Education
University of California, Berkeley
BA
UCLA Extension
UCLA Extension 1998 — 1999
Collins, Mason & Company, LLP June 1994 - Present
AICPA Benevolent Fund, Inc October 2014 - Present
Provisors February 2012 - Present
AICPA October 2010 - October 2013
California Society of CPAs/CalCPA Education Foundation 2007 - 2008
Hood & Strong, LLP October 1992 - October 1994
Skills
Tax, Small Business, Family Business, Accounting, Estate Tax Planning, Estate Planning, Tax Preparation, Strategic Financial..., Income Tax, Financial Reporting, Corporate Tax, Trusts, CPA, QuickBooks, Tax Accounting, GAAP, Mergers & Acquisitions, Partnership Taxation
Education
Golden Gate University
Masters, Taxation
California State University-East Bay 1988 — 1992
BA, Accounting
BR Public Relations October 2001 - Present
BR Public Relations July 2001 - Present
Fit 4 The Cause, Inc. September 2013 - Present
VoiceAmerica Talk Radio November 2004 - January 2013
ProVisors January 2010 - November 2012
Playboy Enterprises Inc. 1986 - 2001
WWOR-TV 1980 - 1986
Skills
Corporate management, Writing, Branding, Public relations, Broadcast journalism, Editorial, Crisis management, International, Coaching, Event Producer, Advertising, Marketing Management, Public Relations, Reputation Management, Crisis Management, Crisis Communications, Management, Broadcast Journalism, Social Media Marketing, Social Networking, Social Media, Publicity, Facebook, Newsletters, Marketing Strategy, Entrepreneurship, Public Speaking, New Media, Strategy, Content Strategy, Leadership, Marketing, Media Relations, Publishing, Entertainment, Blogging, Business Development, Event Planning, Storytelling, Creative Strategy, Event Management, Broadcast, Creative Writing, Press Releases, Digital Media, Publications, Digital Marketing, Editing, Radio, Corporate Communications
Education
Queens College 1976 — 1980
Communications, English, Media Studies, Social Sciences
Pepperdine University November 2014 - Present
Tieks By Gavrieli June 2012 - November 2014
ProVisors August 2011 - June 2012
Omega Rehab and Sport May 2011 - January 2012
UCLA August 2007 - August 2011
Skills
Data Entry, Office Organizing, Cold Calling Experience, News Writing, Microsoft Office, Customer Service, Social Media, Website Maintenance, Microsoft Excel, Public Relations, Editing, Public Speaking, Sports, Marketing, Marketing Strategy, Leadership, Team Leadership, Strategic Public..., Facebook Fan Page..., Instagram, Facebook Marketing, Social Media Marketing, Twitter, Pinterest, Affiliate Marketing, Social Networking, Facebook
Education
UCLA 2007 — 2011
Bachelors, Sociology
Michael J. Bordy, A Professional Law Corporation May 2011 - Present
Sinai Temple July 1997 - June 2013
ProVisors 2005 - 2012
Jewish Federation of Los Angeles 1997 - 2012
Isaacman, Kaufman & Painter May 2008 - May 2011
Bordy & Levey, LLP May 2005 - August 2008
Jacobson, White, Diamond & Bordy April 1994 - May 2005
Cooper, Epstein & Hurewitz, P.C. November 1989 - December 1993
Wood, Lucksinger & Epstein November 1987 - October 1989
Thelen Marrin Johnson & Bridges August 1986 - October 1987
Skills
Real Estate, Legal Research, Corporate Law, Contract Negotiation, Intellectual Property, Public Speaking, Mergers, Legal Writing, Negotiation, Courts, Strategic Planning, Mergers & Acquisitions, Employment Law, Leadership, Real Estate Transactions, Commercial Real Estate
Education
University of Southern California Law School 1983 — 1986
Doctor of Law (J.D.), Law
Johns Hopkins School of Public Health 1980 — 1983
Post Ph.D., Reproductive Endocrinology/Infertility Residency Program
University of Kansas 1975 — 1980
Doctor of Philosophy (Ph.D.), Cell Biology
Hamilton College 1970 — 1974
Bachelor of Arts (BA), American Government and Politics (United States)
ProVisors November 2011 - Present
Provisors November 2011 - October 2012
Provisors January 2011 - August 2011
Business Machines Center January 2011 - June 2011
Taking The Reins June 2007 - September 2007
Skills
Writing, Non-profits, Research, Social Media, Microsoft Office, Customer Service, PowerPoint, Nonprofits, Networking, Social Networking, Management, Fundraising, Leadership Development, Training
Education
University of California, Santa Cruz 2006 — 2010
Pre and Early Modern Literature, English and Languages
San Fernando Valley Bar Association September 2014 - Present
Kestenbaum Law Group APC December 2013 - Present
San Fernando Valley Bar Association October 2012 - Present
California Attorneys for Criminal Justice January 2012 - Present
San Fernando Valley Bar Association September 2011 - Present
Provisors 2009 - Present
Kestenbaum, Eisner & Gorin, LLP January 1994 - December 2013
Los Angeles City Attorney's Office January 1985 - September 1992
Skills
Criminal Law, Criminal Defense, Westlaw, Drug Cases, Fraud, Juvenile Law, Legal Research, Hearings, White Collar Criminal..., Courts, Trial Practice, Trials, Legal Assistance, Attorneys, Criminal Justice, Felonies, Appeals, Alternative Dispute..., Defense, Elder Law, Litigation, DUI Defense, Legal Issues, Entertainment Law, DMV hearings
Education
Southwestern Law School 1975 — 1978
JD, Criminal Defense
Boston University Questrom School of Business 1971 — 1975
BS in BA, Marketing, Business Administration
The Entrepreneurial MD January 2006 - Present
CE Outcomes 2011 - Present
Physician Leadership Institute July 2012 - Present
David Couper Consulting August 2013 - Present
The Center for Reflective Parenting November 2013 - Present
Provisors March 2011 - April 2012
Oya Consulting May 2002 - February 2008
Salus.net April 2000 - March 2001
UCLA-Santa Monica Medical Center July 1996 - April 2000
Tenth Street Family Physicians July 1988 - August 1996
Skills
Healthcare, Entrepreneurship, Leadership Development, Leadership, Public Speaking, Healthcare Management, Coaching, Start-ups, Medicine, Executive Coaching, Marketing Strategy, Medical Education, Hospitals, Health, Business Strategy, Training, Teaching, Health Education, Business Coaching, Management Consulting, Mentoring, Business Planning, Strategic Planning, Wellness, Online Marketing, Healthcare Consulting, Emergency Medicine, Market Research, Marketing, Consulting, Writing, Problem Solving, Team Building, Executive Development, Entrepreneur, Treatment, Personal Development, Strategy, New Business Development, Medical Writing
Education
Coaches Training Institute 2002 — 2004
CPCC, Coaching training and certification
University of California, Los Angeles 1995 — 1997
MPH, Healthcare management and policy
University of the Witwatersrand 1973 — 1978
MD, Medicine
Jarvis, Krieger & Sullivan, LLP November 2013 - Present
JAMES A. HAYES, JR., A Professional Law Corporation January 2013 - Present
Mediation Panel, United States Bankruptcy Court, Central District of California May 1998 - Present
ProVisors May 2012 - Present
Cummins & White, LLP September 2011 - January 2013
Callahan, Thompson, Sherman & Caudill, LLP August 2009 - September 2011
Western State College of Law July 1994 - July 2009
Cummins & White, LLP 2003 - 2007
Ashworth, Hayes & Moran, LLP April 1997 - July 2005
Law Offices of James A. Hayes, Jr. July 1994 - April 1997
Skills
Bankruptcy, Commercial Litigation, Mediation, Corporate Law, Corporate Governance, Real Estate, Licensing, Courts, Contract Law, Appeals, Intellectual Property, Litigation, Torts, Legal Research, Personal Injury, Legal Writing, Chapter 11, Civil Litigation, Arbitration, Litigation Management, Legal Assistance, Securities Regulation, Trade Secrets, Class Actions, Trademarks, Copyright Law, Employment Law, Legal Issues, Trials, Dispute Resolution, Alternative Dispute...
Education
Western State University College of Law 1989 — 1992
Juris Doctor, Law
University of Southern California Law School 1993 — 1994
Bankruptcy Law; Business Reorganizations
California State University-Fullerton, Mihaylo College of Business and Economics 1978 — 1979
Master’s Program in Economics
University of California, Irvine 1977 — 1978
Master’s Program in Administration
University of California, Irvine 1972 — 1975
Bachelor of Arts, Classics
Robert A. Millikan High School, Long Beach, CA 1967 — 1970
Pediatric Therapy Network January 2014 - Present
Provisors 2006 - Present
Payroll Management Solutions March 2004 - Present
Payroll Management Solutions, Inc. March 2004 - Present
Redondo Beach Chamber of Commerce June 2010 - June 2011
Paychex 1998 - 2002
Skills
Employee Benefits, Small Business, Workers Compensation, Strategic Planning, New Business Development, Payroll, Tax, Sales, Leadership, Management, Team Building, Business Planning, Tax Preparation, Nonprofits, Management Consulting, Mergers & Acquisitions, Start-ups, Customer Service, Public Speaking, Entrepreneurship, Leadership Development, Organizational..., Insurance, Recruiting, Executive Management, Outsourcing, 401k, Training, Strategy, Executive Coaching, Consulting, Finance, Human Resources, Business Development, Business, Strategic Partnerships, Business Strategy, Coaching, Marketing
Education
San Diego State University-California State University 1974 — 1978
BS, Telecommunications & Film
Ortega Business Law Firm, APC July 2006 - Present
Provisors 2015 - 2015
The Watkins Firm, APC June 2003 - June 2006
Rosana Ortega, Attorney as Law April 2001 - June 2003
Zampi & Associates March 1996 - March 2001
Thefeld, Finch & Abrams May 1995 - February 1996
McKavoy & Kronemeyer June 1991 - December 1994
Skills
Contract Negotiation, Corporate Transactions, Non-profits, Negotiation, Mergers, Joint Ventures, Corporate Law, Start-ups, Charities, Compliance, Small Business, Licensing, Corporate Governance, Trusts, Wills, Mergers & Acquisitions, Nonprofits, Employment Law, Entrepreneurship, Civil Litigation, Legal Writing, Mediation
Education
University of San Diego School of Law 1987 — 1990
Juris Doctorate, Law
University of San Diego 1981 — 1985
B.A., English
YMCA of Greater Long Beach September 2014 - Present
Citizens Business Bank February 2014 - Present
Provisors 2012 - Present
Comerica Bank September 2011 - January 2014
AFCO Credit Corporation September 2010 - September 2011
BANKING AND TRUST COMPANY January 2005 - September 2010
Skills
Underwriting, Asset Based Lending, Interest Rate..., Treasury Services, Commercial Lending, Credit Analysis, Credit, Loans, Business Development, Cross Selling, Risk Management, Banking, Financial Services, Sales, Portfolio Management, Relationship Management, Commercial Banking, Insurance
Education
Old Dominion University 2003 — 2005
Bachelor of Science, Double; Finance & Economics
Cerritos Community College 2001 — 2003
Associate of Arts, Business Administration
Branch Banking and Trust University Winston
El Rancho High School
Provisors June 2012 - Present
Provisors May 2011 - June 2012
Arvato Digital Services April 2010 - May 2011
Ashley Furniture Home Stores August 2009 - March 2010
Princess Cruises June 2007 - June 2009
Skills
Customer Service, Team Building, Coaching, Strategic Planning, Leadership, Team Leadership, Sales, Process Improvement, Conflict Resolution, Employee Relations, Multi Tasking, Risk Management, Policy, Recruiting, Training, Analysis, Leadership Development, Finance, Organizational..., Management, Small Business, Entrepreneurship
Education
California Lutheran University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2012 — 2014
Bachelor of Arts (B.A.), Business Administration, Management and Operations
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Bill Torres & Company, Inc. January 1994 - Present
Movement 2014 - 2015
Movement 2014 - 2015
Center Club 2014 - 2014
ProVisors 2008 - 2014
YMCA 1995 - 2013
Golden Gate University August 2009 - 2012
Accetta & Olmsted Accoutancy Corp October 1991 - December 1993
Kenneth Leventhal & Company November 1987 - December 1990
Coopers & Lybrand 1985 - 1987
Skills
Tax, CPA, Tax Preparation, Strategic Financial..., SEC filings, Small Business, QuickBooks, Auditing, Accounting, Financial Reporting, Estate Planning, Mergers, International/Cross...
Education
Golden Gate University 1990 — 1995
MS, Taxation
California State University-Fullerton 1980 — 1984
BA, Accounting
John G. DiPiano October 2013 - Present
DiPiano Godson LLP August 2004 - September 2013
ProVisors 2013 - 2013
Lane Altman Owens 1999 - 2001
Massachusetts Department of Revenue, Child Support Enforcement Division September 1995 - May 1997
Esdaile, Barrett & Esdaile January 1993 - May 1995
John Hancock P&C 1988 - 1994
United States Dept. of Labor January 1991 - May 1993
Metropolitan 1990 - 1992
John Hancock P&C 1988 - 1990
Skills
Litigation, Negotiation, Writing, Advocacy, Problem Solving, Financial Analysis, Business Analysis, Child Support, Alimony, Estate Administration, Family Law, Mediation, Domestic Relations, Wills, Prenuptial Agreements, Civil Litigation, Torts, Divorce Law, Trial Practice, Trials, Hearings, Appeals, Courts, Legal Research
Education
New England Law 1991 — 1995
JD, Law
University of Massachusetts Boston 1984 — 1988
BA, Philosphy, Englis, Law & Justice
Pope John 1979 — 1983
RX4 Group June 2015 - Present
ReadytoManage Inc January 2009 - Present
ReadyToManage: CEO-LINK September 2014 - Present
WCOD April 2001 - Present
ProVisors September 2014 - Present
St. Barnabas Senior Services July 2014 - Present
Results Coaching September 2008 - Present
Vistage April 2014 - December 2014
PaySwyft/BillSwyft March 2009 - May 2014
Team Publications Pty Ltd August 1995 - April 2001
Skills
Organizational..., Executive Coaching, Leadership Development, Management Consulting, Strategy, Change Management, Healthcare Consulting, Management, Healthcare Management, Strategic Planning, Start-ups, Leadership, Business Strategy, Executive Management, Business Development, Coaching, Innovation Consulting, E-commerce, Consulting, Payments, New Business Development, Strategic Partnerships, Entrepreneurship, Team Leadership, Negotiation, Team Building, Human Resources, Business Transformation, Organizational Design, Management Development, Culture Change, Project Management, Business Coaching, Strategic Thinking, Thought Leadership, Business Planning, Process Improvement, Organizational..., Mergers & Acquisitions, Training, B2B, Risk Management, Emotional Intelligence, Organizational..., Performance Management, Process Optimization, Conflict Resolution, Talent Management, Employee Engagement, Performance Improvement
Education
RMIT University 2004 — 2006
PhD, Organizational Psychology (Neuro-science specialism)
Swinburne University of Technology 1997 — 2004
PHD, Organisational Psychology
Kingston University 1984 — 1986
MBA, Business
University of Warwick 1977 — 1981
BA, Philosophy and Politics
ProVisors 2012 - Present
Masterman Executive Coaching, LLC May 2011 - Present
Town Meeting Member Lexington, Massachusetts March 2010 - Present
Brightfields Development LLC November 2010 - December 2011
Liberty Square Group August 2002 - November 2010
The Victory Group May 2000 - August 2002
McDermott/ONeill October 1998 - 2000
Massachusetts Legislature March 1997 - December 1998
Skills
Leadership, Public Speaking, Government, Strategic Planning, Strategy, Community Development, Coaching, Public Relations, Management, Executive Coaching, DISC and Motivators, Start-ups, 360 Feedback, Team Building, MBTI, Workshop Facilitation, Entrepreneurship, Group Work, Leadership Development, Nonprofits, Organizational..., Community Outreach, Policy, Public Policy, Program Management, Legislative Relations, Fundraising, Program Development, Consulting, Policy Analysis, Staff Development, Executive Development, Strategic Communications, Communications, Lobbying, Business Alignment, Editing, Politics, Public Affairs, Social Influence, Community Relations, Team Alignment, Non-profits, Government Relations, Psychology
Education
International Coach Federation- Continuing Education
Boston Graduate School of Psychoanalysis 2012 — 2013
One Year Program, Modern Psychoanalysis
Wesleyan University 1975 — 1979
BA, Cum Laude, Psychology
William James College 2010 — 2011
Graduate Certificate in Executive Coaching, Executive Coaching
Boston University School of Law 1980 — 1983
JD, law
Boston University School of Psychology 1991 — 1992
MA, Psychology
A103 Consulting September 2014 - Present
ProVisors October 2013 - August 2014
Marc Anderson Company January 2006 - January 2013
Lark Consulting 2003 - 2005
Deloitte 2001 - 2004
Matrix 1991 - 2001
FOX STUDIOS, LA LAW (Emmy Award TV) September 1985 - May 1991
Skills
Sales Management, Business Development, New Business Development, Lead Generation, Business Planning, Management, Start-ups, CRM, Strategy, SaaS, Competitive Analysis, Marketing, Sales Process, Business Strategy, Leadership, Marketing Strategy, Strategic Planning, Sales Operations, Sales, Product Marketing, Executive Management, E-commerce, Mergers, Product Management
Education
University of California at Irvine
Bachelor's degree, Biology
University of California, Los Angeles
Masters Program in Sequential Arts, TV & Film
University of Pepperdine at Malibu
Bachelor’s Degree, Biology
BizOptimy July 2013 - Present
AdvisorsLink January 2014 - Present
Life-Send August 2012 - Present
Provisors January 2010 - May 2014
TriNet November 2005 - April 2013
Innovators Link August 2009 - January 2012
Classified Ventures July 2004 - November 2005
HomeGain November 2003 - July 2004
MSM - Commercial Real Estate January 2002 - January 2004
TRT May 1998 - January 2002
Skills
Business Development, Human Resources, International Expansion, Start-ups, Entrepreneurship, Strategic Partnerships, Management Consulting, Business Strategy, Strategic Planning, New Business Development, Organizational..., Strategy, Salesforce.com, Business Planning, Consulting, Employee Benefits, Marketing Strategy, Sales, Marketing, Venture Capital, Negotiation, Employee Relations, Performance Management, Funding, Product Design, Mergers & Acquisitions, Due Diligence, Executive Management, Management, SaaS, Personnel Management, Fundraising, Networking
Education
California State University-East Bay
B.A. Human Development, B.A. Human Development
American Bar Association October 2014 - Present
State Senator Ryan C. Fattman January 2015 - Present
Massachusetts Bar Association September 2013 - Present
ProVisors August 2013 - Present
Massachusetts Fiscal Alliance March 2013 - Present
Frank J. Murray American Inn of Court 2010 - Present
Catholic Lawyers' Guild September 2008 - Present
Beck Reed Riden LLP August 2014 - February 2015
The Cooperative for Human Services, Inc. 2012 - August 2014
Foley Hoag LLP October 2008 - August 2014
Education
Boston College Law School 2004 — 2007
Juris Doctor
Bucknell University 2001 — 2004
Bachelor of Arts, Economics
The Fairway Residential Team at Keller Williams Realty, San Diego February 2015 - Present
Coast to Coast ADR (C2C ADR) 2014 - Present
ProVisors 2011 - Present
Flynn Law Firm, P.C. July 2001 - Present
"Talking about the Law" 2009 - 2014
Fay, Flynn & Fay January 1982 - December 2001
Skills
Real Estate, Real Estate Sales, Real Estate Development, Real Estate Transactions, Real Estate Investments, Negotiation, Contract Negotiation, Lease Negotiations, Alternative Dispute..., Mediation, Arbitration, Dispute Resolution, Legal Issues, Attorneys, Insurance, Wills, Trusts, Construction Law, Family Law, Bankruptcy
Education
Boston College Law School 1970 — 1973
Doctor of Law (JD), Law
Boston College 1966 — 1970
AB, History
Grunfeld Desiderio Lebowitz Silverman Klestadt LLP November 1988 - Present
Provisors 1998 - 2015
Soller Singer and Horn September 1987 - November 1988
Skills
International Trade, Risk Management, Commercial Litigation, Intellectual Property, Import, International Law, International Trade Law, Due Diligence, Leadership, Supply Chain, Litigation, Legal Research, Mergers & Acquisitions, Customs Regulations, Export, Contract Negotiation, Arbitration, Administrative Law, Legal Writing, FCPA, Corporate Governance
Education
Case Western Reserve University School of Law 1984 — 1987
JD, Law
Boston University 1977 — 1980
BA cum laude, Psychology
Morgan Stanley 2008 - Present
ProVisors 2015 - 2015
Goldman Sachs August 1993 - 2008
Education
Harvard Business School 1991 — 1993
MBA, Capital Markets, Finance
Williams College 1984 — 1988
BA, Economics and Political Science
Provider Finance Associates LLC March 2010 - Present
Independent Practice Associations group on LinkedIn June 2012 - Present
The Midnight Mission March 2011 - September 2011
The Taproot Foundation January 2011 - September 2011
Angel Flight West January 2011 - July 2011
ProVisors April 2007 - August 2010
The Commercial Finance Group May 2008 - October 2009
East West Bank March 2007 - May 2008
GMAC Commercial Finance July 2004 - March 2007
Skills
Management Consulting, Process Improvement, Business Planning, Start-ups, Executive Management, Team Building, Leadership, Healthcare, Financial Analysis, Change Management, Business Development, Business Process..., Cross-functional Team..., Performance Improvement, Risk Management, Social Media Marketing, Managerial Finance, Operations Management, Organizational..., Social Media, Business Strategy, Social Media Strategist, Social Media Coach, Strategic Planning, Entrepreneurship, Healthcare Management, Social Media Measurement, Finance, Consulting, Negotiation, Social Marketing, Working Capital..., Social Networking, Web Marketing Strategy, Mentoring, Process Engineering, Problem Solving, Social Entrepreneurship, Social Marketing..., Email List Building, Media List Building, Information Marketing, Physician Compensation, Physician Practice..., Social Media Outreach, Physician Billing, Marketing for Small..., Financial Management
Education
University of La Verne 2010 — 2011
Healthcare Services, Certificate in Health Services Financial Management
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1997
M.B.A.
FedReceiver, Inc. January 1989 - Present
Jalmar Properties, Inc. January 1989 - Present
Petroleum Capital Advisors January 2012 - Present
ProVisors January 2011 - Present
Skills
Rents, Issues & Profits..., Real Estate..., Divorce Receiverships, Gas Station..., Car Wash Receiverships, Construction Completion..., SEC Receiverships, Judgment Enforcement..., Expert Witness Services, Real Estate Broker, Property Management..., Hospitality..., Assisted Living..., Business Receiverships, Retail, Apartments, Self Storage, Real Estate, Property Management, Downstream Oil & Gas, Receiverships, Construction, C-Stores, Real Estate Transactions, Real Estate Economics, Leadership, Real Estate Financing, Negotiation, Property, Bankruptcy, Leases, Real Estate Development, Acquisitions, Commercial Real Estate, Brokerage, Due Diligence, Location Intelligence, Courts, Commercial Litigation
Education
San Diego State University-California State University
Real Estate
Provisors 2012 - Present
Pierce & Mandell, P.C. June 2008 - Present
USA 500 2013 - 2015
Melick & Porter, LLP 2005 - 2008
Masterman, Culbert & Tully LLP 2004 - 2005
Donovan Hatem LLP 2002 - 2004
New Hampshire Supreme Court 2001 - 2002
Superior Court of Massachusetts 2000 - 2001
Skills
Litigation, Business Litigation, Personal Injury..., Construction Litigation, Insurance Defense..., Jury Trials, Arbitration, Mediation, Non-compete Litigation, Non-compete Agreements, Unfair Competition, Toxic Tort, Legal Research, Appeals, Construction Law, Trials, Civil Litigation, Constitutional Law, Trial Practice, Legal Writing
Education
University of Wisconsin-Madison
Bachelor of Arts (B.A.)
Boston College Law School
Juris Doctor
Trinity College, Dublin 1994 — 1995
Coyle & Cassidy High School
MainStreet Financial Planning, Inc. September 2002 - Present
Garrett Planning Network 2002 - Present
MainStreet Financial Planning, Inc. September 2002 - December 2013
Provisors 1996 - 2010
Rotary Club of Annapolis 2007 - 2008
PNG 1997 - 2007
Fisher Investments, Inc. 2001 - 2002
New West Symphony 1999 - 2001
City National Bank 1998 - 2001
Bank of America 1996 - 1998
Skills
Couples troubled over..., Debt Management, Retirement Planning, Long Term Care, Mutual Funds, Estate Planning, Financial Planning, Securities, Insurance, Fixed Income, ETFs, Annuities, Disability Insurance, Investments, Bonds, IRA's, Retirement, 401k, Wealth Accumulation, Insurance Planning, Financial Planners, Strategic Financial...
Education
University of Minnesota-Twin Cities 1981 — 1983
M Hlth Adm, Hospital Adminstration
Troy University 1976 — 1977
MS Mgt, Business
University of Arizona 1971 — 1973
BS Pub Adm, Finance
Milani Insurance Services, Inc. / Author January 1998 - Present
Home World 1994 - 2014
Home World 1994 - 2014
Provisors 2005 - 2011
Skills
Estate Planning, Small Business, Employee Benefits, Public Speaking, Strategic Planning, Insurance, Non-profits, Health Insurance, Strategic Financial..., Leadership Development, Sales, Long-term Care, Budgets, Life Insurance, Nonprofits, Entrepreneurship, Mergers & Acquisitions, Leadership, Disability Insurance, Customer Service, Management, Team Building, Marketing, Blogging, Start-ups, Management Consulting, Business, Training, Investments, Risk Management, Strategy, Executive Coaching, Organizational..., Business Planning, Fundraising, Consulting, Coaching, Networking, Social Networking, Executive Management, Finance, Business Development, New Business Development, Retirement Planning, Strategic Partnerships, Financial Planners, Business Strategy, Fixed Annuities, Business Networking, 401k
Education
The American College 2007 — 2007
Financial Planning
Stanford University
Master of Arts, Communication
UCLA Extension
UCLA Extension
UCLA Extension
Eastern European Bar Association 2007 - Present
Provisors 2006 - Present
Adelman & Seide, LLP August 2004 - Present
Adelman & Seide, LLP August 2002 - August 2004
Vincent Family Law Center January 2001 - January 2003
Skills
Adoption, Mediation, Family Law, Litigation, Divorce Law, Assisted Reproduction, Child Support, Child Custody, Alimony, Prenuptial Agreements, Surrogacy, Paternity, Powers of Attorney, Arbitration, Hearings, Courts, Immigration Law, Attorneys, Alternative Dispute..., Legal Issues, Trial Practice, Business Litigation, Torts, Automobile Accidents, Domestic Relations, Trials, Collaborative Law, Dispute, Legal Writing
Education
U.W.L.A. School of Law 1996 — 1999
J.D, Law
University of West Los Angeles 1996 — 1999
J.D., Law
City University of New York-Brooklyn College 1990 — 1994
BA, Psychology
Medical School (Latvia) 1987 — 1989
2 yrs., Medicine
University of Latvia, Medical School 1986 — 1988
High School 1984 — 1986
The Mazzola Law Office 2008 - Present
ProVisors 2013 - 2014
Palcare 2004 - 2012
Quadros Johnson, LLP 2005 - 2008
Stanton, Kay Watson, LLP 2002 - 2005
Luscutoff + Lendormy, LLP 2001 - 2002
Litigation Solutions Law Group, LLP 1997 - 2001
Skills
Civil Litigation, Employment Law, California Labor Law, Construction Law, Business Litigation, Mechanics Liens, Dispute Resolution, Commercial Litigation, Collective Bargaining, Alternative Dispute..., Construction Dispute..., Trade Secrets, Litigation, Construction Processes, Discrimination, Surety Bonds, Appeals
Education
University of San Francisco School of Law 1994 — 1998
JD, Law
Michigan State University 1986 — 1991
BA, Social Science / Economics
ProVisors July 2015 - Present
Irvine Company July 2014 - January 2015
Malkin Marketing and Communications January 2015 - 2015
mar barre, inc. December 2012 - 2014
Synergy Media & Consulting, Inc. 2002 - 2014
Communication Advocates 1993 - 2001
Skills
Marketing, Web Analytics, Press Releases, Materials, Media Studies, Social Media, Entrepreneurship, Marketing Strategy, Business Development, Online Marketing, Leadership, Social Networking, Business Planning, Strategy, Small Business, Management, Event Planning, Nonprofits, Public Speaking, Publishing, Public Relations, Advertising, Strategic Planning, Social Media Marketing, Time Management, Publicity, Selling, Start-ups, Event Management, New Business Development, Business Strategy, Strategic Partnerships, Copywriting, Blogging, Strategic Communications, Media Relations, Consulting, Fundraising, Storytelling, Leadership Development, Newsletters, Lead Generation, Reputation Management, Executive Management, SEO, Corporate Communications, Organizational..., Business, Business Networking, Sales
Education
University of Wisconsin-Madison 1982 — 1986
BA Communications, Public Relations
Southwestern Law School
Law
Affiliated Monitors, Inc January 2004 - Present
Affiliated Monitors, Inc January 2004 - Present
ProVisors 2012 - 2013
Rubin and Rudman LLP 2000 - 2004
Ferriter Scobbo 1986 - 2000
Anna Maria College 1985 - 1996
Attorney General of Massachusetts 1981 - 1986
Skills
Healthcare, Medicaid, Program Management, Public Speaking, HIPAA, Medicare, Insurance, Health Policy, Managed Care, Appeals, Litigation, Health Law, Privacy Law, Fraud, Policy, Civil Litigation, Risk Management, Government, Workers Compensation, Mediation, Courts, Investigation, Ethics, Legislation, Litigation Management, Corporate Governance, Litigation Support, Administrative Law, Product Liability, Arbitration, Internal Investigations, Alternative Dispute..., Business Transactions, Legal Compliance, Trials, Legal Issues, Trade Secrets, Commercial Litigation, Criminal Law, Expert Witness, Construction Law, Bankruptcy, Licensing, Personal Injury, Legal Writing, Certified Fraud Examiner, Legal Research, Dispute Resolution, Employment Law, Immigration Law
Education
Suffolk University Law School 1978 — 1981
JD
Suffolk University 1976 — 1978
Bachelor of Arts (B.A.), History
St. Pius 1966 — 1969
The Law Offices of David Drexler January 2008 - Present
Provisors 2008 - 2011
Kaiman & Associates February 2006 - December 2007
Michael Silvers, A Law Corporation 2005 - 2006
Skills
Medical Malpractice, Product Liability, Premises Liability, Wrongful Death, Legal Malpractice
Education
Southwestern University School of Law 2002 — 2005
J.D.
University of Arizona 1998 — 2002
B.A., Communications, Psychology
Hilliard Hopkins, LLP October 2013 - Present
Provisors 2009 - 2010
Selman Breitman 2000 - 2005
Harrington, Foxx, Dubrow & Canter 1994 - September 2000
Koletsky, Mancini & Feldman 1993 - 1994
Skills
Estate Planning, Business Litigation, Probate, Business Transactions, Business Succession..., Trust Litigation, Succession Planning, Wills, Business Planning, Trust, Corporate Law, Estate Law, Elder Law, Small Business, Estate Administration, Estate Tax Planning, Asset Protection, Conservatorships, Construction Law, LLC, Wealth, Guardianship, Legal Assistance, Legal Writing, Business Formation, Class Actions, Powers of Attorney
Education
Loyola Law School, Los Angeles 1990 — 1993
JD, Law
University of California, Los Angeles 1985 — 1990
BS, Political Science
ProVisors October 2010 - Present
The Next Level Marketing & Creative January 2000 - October 2010
Deborah Rodney Creative Services June 1989 - December 1999
Skills
Business Networking, Marketing Strategy, New Business Development, Mentoring, Advertising, Graphic Design, Business Strategy, Strategic Planning, Marketing, Business Development, Networking, Community Development, Non-profits, Web Design, Leadership, Integrated Marketing, Social Media, Event Management, Entrepreneurship, Start-ups, Strategy, Sales, Training, Leadership Development, Public Speaking, Fundraising, Nonprofits, Social Media Marketing, Brand Development, Social Networking, Strategic Partnerships, Public Relations, Copywriting, Marketing Communications, Event Planning, Recruiting, Brochures, Corporate Identity, Direct Marketing, Strategic Communications, Professional..., Market Planning
Education
Stanford University
Bachelor's degree
Art Center College of Design
Advertising Design
Conquer Credit Management February 1991 - Present
Provisors 2006 - 2010
Skills
Small Business, Start-ups, Marketing, Management Consulting, Financial Services, Management, Business Development, Business Strategy, New Business Development, Investments, Marketing Strategy, Sales, Business Planning
Education
California State University-Northridge
WSI Internet Marketing Management LLC January 2008 - Present
Provisors 2008 - Present
Ultramitre, Inc September 1996 - July 2007
Nibblers Restaurants May 1986 - August 1996
Duitch & Franklin CPA January 1983 - April 1987
Deloitte Touche 1978 - 1982
Skills
SEO, PPC, Email Marketing, Social Media Marketing, Keyword Research, LinkedIn, Link Building, Conversion Optimization, Google Analytics, Local Search, Mobile Marketing, Online Reputation..., Online Marketing, Search Advertising, Search Engine..., Inbound Marketing, Web Analytics, Social Media, Online Lead Generation, Lead Generation, Blogging, SMO, Social Marketing, Google Adwords, Online Advertising, Small Business, Strategy, Marketing Strategy, Marketing, Strategic Partnerships, Web Marketing, Entrepreneurship, Viral Marketing, Management, Training, Social Networking, Integrated Marketing, Leadership, Digital Marketing, Facebook, Organic Search, Management Consulting, Content Marketing, Internet Strategy
Education
University of Southern California - Marshall School of Business 1981 — 1983
MBA - Incomplete, Finance
California State University-Northridge 1973 — 1978
BS, Business Admin. - Accounting
Reseda High School 1970 — 1973
HS Diploma
Health Benefits Advisors September 2010 - Present
Health Benefits Advisors 2009 - Present
Provisors 2007 - Present
StoneTapert Insurance Agency January 2003 - August 2010
StoneTapert Insurance and Financial Services 2003 - August 2010
Physicians Care TPA January 2002 - December 2003
Pacific Business Group On Health January 1999 - December 2002
Magellan Behavioral Health January 1992 - December 1998
Kaiser Permanente 1982 - 1992
Skills
Healthcare, Risk Management, Employee Benefits, Workers Compensation, Public Speaking, New Business Development, CMOS, CEOs, National Health Care..., Management Consulting, Business Planning, Strategic Planning, Mergers, Health Care Reform, Start-ups, Small Business, Insurance, Sales, Management, Program Management, Leadership, Executive Coaching, Training, Human Resources, Strategy, Marketing, Coaching, Team Building, Organizational..., Executive Management, Negotiation, Entrepreneurship, Consulting, Business Development, Project Planning, Networking, Business Strategy, Disability Insurance, Leadership Development, Finance, Business, Investments, Strategic Partnerships, Health Insurance, Mergers & Acquisitions, Marketing Strategy, Nonprofits
Education
Indiana University 1970 — 1974
Marketing, Business Administration, Management and Operations
Indiana University Bloomington 1970 — 1974
Bachelor of Applied Science (B.A.Sc.), Business with Marketing Major
Greenberg & Bass September 2012 - Present
ProVisors November 1996 - Present
Goodman Faith, LLP January 2010 - September 2012
Law Offices of Andrew Goodman February 2007 - December 2009
Greenberg & Bass November 1989 - February 2007
Saltzburg, Ray & Bergman December 1984 - November 1989
Skills
Litigation, Commercial Litigation, Courts, Business Transactions, Asset Protection, Chapter 7, Bankruptcy, Mediation, Entity Extraction, Chapter 11, Corporate Law, Civil Litigation, Debtors, Business Litigation, Appeals, Legal Research, Creditors' Rights, Licensing, Negotiation, Dispute Resolution
Education
Loyola Law School, Loyola Marymount University 1981 — 1984
Doctor of Law (J.D.)
Pitzer College 1977 — 1981
B.A., Political Studies
El Camino Real High School 1974 — 1977
Taboada Rochlin Govier LLP July 2010 - Present
Reverse Sports, Inc. January 2014 - Present
All Cities Resource Group 2009 - Present
Provisors 2009 - May 2012
GREENBERG & BASS LLP February 2006 - July 2010
ATI SYSTEMS INTERNATIONAL, INC 2005 - 2006
UTC POWER, LLC 2004 - 2004
BINGHAM MCCUTCHEN LLP 1998 - 2004
CALFEE, HALTER & GRISWOLD, LLP 1996 - 1998
US Navy 1985 - 1993
Skills
Business Transactions, Licensing, Corporate Law, Mergers, Real Estate, Business Litigation, Mergers & Acquisitions, Start-ups, Joint Ventures, Management, Entrepreneurship, Litigation, Employment Law, Negotiation, Insurance, Strategic Planning, Finance, Estate Planning, Contract Negotiation, Investments, Mediation, Leadership, Appeals, Small Business, Commercial Litigation, Bankruptcy, Venture Capital, Trade Secrets, Intellectual Property, Real Estate Transactions, Commercial Real Estate, Civil Litigation, Due Diligence, Acquisitions, Strategy, Legal Writing, Legal Research, Business Strategy, Marketing
Education
Northwestern University School of Law 1993 — 1996
JD, Law
Webster University 1991 — 1993
MBA, Management
United States Naval Academy 1981 — 1985
BS, Political Science
United States Naval Academy 1981 — 1985
BS, Political Science
Daniel Murphy High School
Farber Hass Hurley, LLP May 2005 - Present
Rotary Club of Moorpark Morning 2008 - Present
Farber Hass Hurley, LLP January 2013 - Present
Provisors 2010 - Present
CPA-Law Society 2007 - Present
Guide Dogs of America June 2006 - Present
Beckman Kirkland & Whitney March 1998 - May 2005
Education
California State University-Northridge 1997 — 2000
Bachelor's degree, Accountancy and Business Administration with an option in Management Information Systems, Cum Laude
GALLINA LLP July 2014 - Present
Mellon, Johnson & Reardon, LLP a BDO Siedman Alliance Member 1983 - June 2014
Provisors 2012 - 2013
Skills
Income Tax, Tax Preparation, Corporate Tax, Tax, GAAP, CPA, Financial Reporting, QuickBooks, Accounting, Internal Controls, Auditing, Bookkeeping, Small Business, Estate Planning, Tax Returns, S Corporations, Fixed Assets, Partnership Taxation, Payroll, Compilation, Account Reconciliation
Education
San Jose State University 1976 — 1981
BS, Accounting
Provisors 2005 - Present
Dilbeck Real Estate January 1983 - Present
CAPS 2005 - 2010
Korn/Ferry International 1982 - 1983
Skills
Seniors, 1031 Exchanges, Real Estate, Real Estate Transactions, Relocation, Preparing LIstings for..., Short Sales, Trust Services, Probates, Buyers, ABR, Property, Sales, Real Estate License, Foreclosures, Selling, Sellers, e-PRO, REO, Real Property, Buyer Representation, SFR, Residential Homes, Townhomes, Referrals, Investors, Condos, Single Family Homes, Marketing, Leadership, Listings, Relocation Buyers, New Home Sales
Education
California State University
B.A. Degree, Psychology
California State University-Northridge 1972 — 1976
Bachelors, Psychology
FacilityRep December 2011 - Present
Gibson Company September 1996 - Present
Provisors 1992 - Present
Skills
Real Estate, Tenant, Leases, Investment Properties, Litigation Support, Non-profits, Professional Services, Strategic Planning, Negotiation, Real Estate Development, Public Speaking, Change Management, Due Diligence, Asset Management, Brokerage, Purchase, Expert Witness, Relocation, Real Estate Transactions, Real Estate Investment, Contract Negotiation, Site Selection, Lease Administration, Restructuring, Financial Modeling, Location Intelligence, Tenant Representation, Buyer Representation, Joint Ventures, Entrepreneurship, Corporate Real Estate, Property, Commercial Real Estate, Real Estate Financing, Acquisitions, Real Estate Economics, Disposition, Lease Negotiations, Landlords, Nonprofits
Education
Dartmouth College 1969 — 1973
AB, Classical Archaeology
Gorton & Company, P.C. January 2015 - Present
ProVisors June 2012 - Present
Waldron H. Rand & Company, P.C. September 2005 - December 2014
Feeley & Driscoll, P.C. May 2003 - August 2005
Vitale Caturano & Company July 1988 - March 1999
Skills
Litigation Support, Mergers and Acquisitions, Business Strategy, Corporate Tax, Assurance, Forensic Accounting, Mergers, Accounting, Auditing, Bankruptcy, CPA, Corporate Law, Due Diligence, Financial Analysis, Finance, Financial Reporting, Fraud, GAAP, Management, Mergers, Partnership Taxation, Private Equity, SEC filings, Tax, Tax Preparation, Venture Capital, mergers and acquisitions, Mergers & Acquisitions
Education
Suffolk University - Sawyer School of Management 2003 — 2004
MST, Taxation
Babson College 1984 — 1988
BS, Accounting
Melrose High School 1980 — 1984
Melrose High School
Heritage Design Law Group LLC August 2011 - Present
Boston Estate Planning Council July 2009 - Present
National Network of Estate Planning Attorneys 1996 - Present
PENSCO Trust Company 2001 - 2015
PENSCO Trust Company 2001 - 2015
Provisors 2011 - August 2012
Bridges & Coyne, LLC August 2007 - July 2011
Lawson & Weitzen, LLP May 1991 - August 2007
Skills
Estate Planning, Trusts, Retirement, Wealth, Investors, Asset Protection, Self-Directed..., Beneficiary Designation, Business Startups, Wills, Estate Tax Planning, IRAs, Start-ups, Estate Administration, Small Business, Tax, Powers of Attorney, Elder Law, Real Estate, Estate Law, Financial Advisory, Finance, LLC, Retirement Planning, Investments, Business Formation, Succession Planning, Guardianship, Business Transactions, Appeals, 401k, High Net Worth...
Education
University of Pennsylvania Law School 1969 — 1972
J.D., Law
Trinity College-Hartford 1965 — 1969
BA, Philosophy
Tony Pelusi & Associates January 2006 - Present
Tony Pelusi & Associates 2011 - Present
ProVisors 2012 - Present
Justinian Law Society 1979 - Present
ProVisors 2012 - 2015
ProVisors 2012 - 2015
ProVisors 2012 - 2015
ProVisors 2012 - 2015
The Divorce Center 2014 - 2014
ICF-NE 2005 - 2014
Skills
Insightful, Collaborative, Compassion, Executive Coaching, Small Business, Conflict Resolution, Leadership Development, Criminal Defense, Private Investigations, Personal Development, Mediation, Executive Development, Workshop Facilitation, Business Coaching, 360 Feedback, Career Development, Career Management, Life Coaching, Career Counseling, Culture Change, Management Development, Motivational Speaking, Organizational..., Organizational..., Conflict Management, Coaching
Education
Coaches Training Institute 2005 — 2006
CPCC, ORSC, Coaching
Suffolk University Law School 1976 — 1979
JD, Law
University of Massachusetts, Amherst 1971 — 1975
BA cum laude, Sociology
MC 1968 — 1971
High School Diploma
St. Joseph, Medford MA 1964 — 1971
ProVisors May 2010 - Present
Education
California State University-Northridge 1997 — 2002
B.A., Communication Studies
CAL Insurance & Associates, Inc. July 1998 - Present
Provisors January 2006 - Present
Bank of San Francisco January 2014 - Present
Skills
Insurance Product..., Risk & Claim Management, Specialty Liability:..., Workers Compensation, General Liability, Non-profits, Manufacturing, Professional Services, Investment Properties, Fiduciary Liability, Insurance, Professional Liability, D&O, Liability, Real Estate, Small Business, Negotiation, Start-ups, Complex Insurance..., Pollution Legal..., Microbreweries & Brew..., Food & Beverage Industry, Property, Property & Casualty..., Risk Management, Commercial Insurance, Employment Practices..., Legal Liability, Fiduciary, Marketing, Management, Employee Benefits, Nonprofits, Leadership, Strategic Planning, Sales, Brokers, Underwriting, Due Diligence, Customer Service, Strategic Partnerships
Education
Santa Clara University 1994 — 1998
B.S., Marketing
Santa Clara University - Leavey School of Business 1994 — 1998
Bachelor of Science, Marketing
St. Ignatius 1990 — 1994
Lipis Consulting, Inc. 1992 - 2015
ProVisors 1993 - 2013
Loyola Marymount University 2005 - 2008
Compensation Resource Group January 1990 - June 1992
Towers Watson January 1986 - January 1990
KPMG January 1982 - January 1986
Mercer Human Resource Consulting January 1979 - January 1982
Skills
Equity Plans, Executive Pay, Deferred Compensation, Employee Benefits, HR Consulting, Performance Management, Employee Relations, Organizational..., Leadership Development, Human Resources, Succession Planning, HRIS, Management, Incentive Programs, Management Consulting, Compensation & Benefit, Personnel Management, Talent Management, Employment Law, Salary
Education
The University of Chicago 1970 — 1972
MBA, Management, Organizational Behavior
University of Pennsylvania - The Wharton School 1966 — 1970
BS, Human Resources, Management
Plainfield High School, NJ 1962 — 1966
ProVisors May 2014 - Present
Placemaking Group, LLC January 2007 - Present
Pleasant Hill Chamber of Commerce August 2013 - Present
Saint Mary's College of California 2007 - Present
California Downtown Association January 2006 - Present
Berkeley Playhouse at Julia Morgan 2006 - Present
Alliance of Chief Executives January 2000 - Present
Bay Area Music Awards/ The Bammies October 1977 - Present
Town Hall Theatre Company 2002 - 2010
e-agency January 2005 - January 2007
Skills
Website Development, Crisis Management, Social Media, Public Speaking, Strategic Planning, Entrepreneurship, Publicity, Team Building, Team Leadership, Marketing, Marketing Communications, Marketing Strategy, Blogging, Public Relations, Diplomacy, Media Relations, Crisis Communications, Event Planning, Non-profits, Journalism, Nonprofits, Email Marketing, Start-ups, Press Releases, Leadership Development, Corporate Communications, Advertising, Magazines, University Teaching, Event Management, Executive Coaching, Fundraising, Social Networking, Leadership, Social Media Marketing, Strategic Communications, Storytelling, Facebook, Newsletters, Business Planning, Online Marketing, Strategic Partnerships, Publishing, Content Strategy, New Media, Newspapers, Content Development, Strategy, Program Management, Brand Development
Education
De Anza College 1969 — 1970
Journalism
Digital Benefit Advisors March 2014 - Present
Rocketship Education November 2013 - March 2014
ProVisors June 2013 - November 2013
eHealthInsurance April 2010 - May 2013
Uniquify Inc September 2008 - April 2010
Big Brothers Big Sisters August 2007 - May 2008
CXO Communication May 2007 - August 2007
Skills
Event Planning, Press Releases, Public Relations, Travel Planning, Marketing, Interviews, Employee Benefits, Recruiting, Social Networking, Organization, Human Resources, Management, Social Media, Trade Shows, Corporate Blogging, Media Relations, Microsoft Office, Microsoft CRM, Executive..., Calendaring, Confidentiality, Managing Meetings, Vocus, Meltwater, Visas, Non-profit Program...
Education
California State University-Chico 2005 — 2008
Bachelor of Arts, Journalism/Public Relations
Provisors 2002 - Present
Liden, Nestle, Soled & Associates December 1989 - Present
Century Pension 1982 - 1989
Skills
Retirement Planning, Retirement, Defined Benefit, Employee Benefits, Profit Sharing, IRS, DOL, PBGC, Form 5500 preparation, 401k, ERISA, Pension Administration, Estate Planning, Financial Planners, IRAs, Retirement Plan..., Financial Advisory, Pensions, Qualified Retirement..., Wealth Management, Investment Advisory, Strategic Financial..., Trusts, Wealth, Defined Contribution, Investments, Financial Planning
Education
Brooklyn College
Provisors 1997 - Present
Charles J. Gonzalez, CPA, Inc. 1972 - Present
Probizbank 2001 - 2008
Skills
Tax, Trusts, Real Estate, Financial Planning, Management Consulting, Business Transactions, Small Business, Construction, Accounting, Cash Flow, Professional Services, Writing, Budgeting, Entertainment, Change Management, Bookkeeping, Quickbooks, Financial Reporting, QuickBooks, Strategic Financial..., Management, Finance, Leadership, Mergers & Acquisitions, Business Planning, Strategic Planning, Start-ups, Due Diligence, Budgets, Entrepreneurship, Executive Management
Education
University of Southern California 1972 — 1974
MBA, Taxation
San Diego State University-California State University 1969 — 1972
BS, Accounting
Law Offices of Caren R. Nielsen 1988 - Present
Provisors 2001 - Present
Skills
Powers of Attorney, Special Needs Planning, Trusts, Wills, Elder Law, Conservatorships, Estate Administration, Estate Planning, Probate, Living Trusts, Long Term Care, Guardianships, Medi-Cal Planning
Education
Loyola Law School, Los Angeles
Lawrence E. May, PLC September 1983 - Present
Bruin Professionals 2004 - 2015
Provisors 2002 - 2015
Los Angeles County Bar Association 1978 - 2014
Beverly Hills Bar Association 1976 - 2014
Los Angeles Venture Association 1984 - 1998
Public Counsel 1989 - 1997
Valensi Rose, PLC September 1981 - August 1983
Paul, Weiss, Rifkind, Wharton & Garrison LLP November 1972 - March 1976
Skills
Estate Planning, Corporate Law, Mergers & Acquisitions, Legal Writing, Mediation, Real Estate, Family Business, Trusts, Arbitration, Mergers, Litigation, Alternative Dispute..., Business Planning, Trade Secrets, Strategy, Contract Negotiation, Dispute Resolution, Intellectual Property, Real Estate Transactions, Succession Planning, Estate Administration, Wills, Licensing, LLC, Estate Tax Planning
Education
University of California, Los Angeles - School of Law 1969 — 1972
Juris Doctor (J.D.), Law
University of California, Los Angeles 1965 — 1969
Bachelor’s Degree, Political Science
ProVisors July 2015 - Present
Melrose Chamber of Commerce December 2006 - Present
Eastern Bank September 2002 - Present
Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Credit, Banking, Mortgage Lending, Small Business Lending, Underwriting, Retail Banking, Credit Risk, Portfolio Management, Relationship Management, Commercial Mortgages, Financial Analysis, Certified Financial..., Financial Services, Consumer Lending
Education
Fairfield University 1995 — 1999
BA, Psychology, American Studies
Blonska & Kaufman, LLP December 2004 - Present
Smith, Smith & Blonska, LLP February 2004 - Present
Provisors 2008 - 2012
Education
Western State University College of Law 2000 — 2003
JD
Tufts University 1995 — 1999
BA, Political Science
Medina High School
Temecula valley HS
Gregory Rutchik, Attorney At Law January 2013 - Present
Provisors June 2008 - Present
Beverly Hills Bar Association September 2013 - October 2014
Northwestern Mutual Financial Network December 2009 - January 2013
the arts and technology law group June 1993 - December 2009
Sterling Hi-Fidelity 2008 - 2008
law firm January 2005 - March 2006
Noosh January 2000 - July 2001
Loudcloud August 2000 - May 2001
Cooley Godward January 1998 - January 2000
Skills
Strategic Partnerships, Intellectual Property, Litigation, Licensing, Legal Writing, Arbitration, Small Business, Negotiation, Management Consulting, New Business Development, Finance, Entrepreneurship, Strategic Financial..., Estate Planning, Due Diligence, Training, Real Estate, Risk Management, Investments, Corporate Law, Strategy, Venture Capital, Strategic Planning, Legal Research, Wealth Management, Accounting, Securities, Start-ups, Retirement Planning, Nonprofits, Legal Assistance, Legal Advice, Public Speaking, Insurance, Commercial Litigation, Buy-sell Agreements, Business, Trademarks, Analysis
Education
Golden Gate University, School of Law 2002 — 2005
LLM
The University of Tokyo 1992 — 1993
GRAD
Temple University - James E. Beasley School of Law 1989 — 1992
JD
桜美林大学 1987 — 1988
non-credit program
Harvard University 1987 — 1987
non-credit Japanese intensive language program
Skidmore College 1983 — 1987
BA
The Williams School 1977 — 1983
High School
Camp Greylock
Camp Greylock
buckingham school
De Castro & Morrow, LLP November 2005 - Present
ProVisors January 2001 - Present
Law Offices of De Castro & Schweitz July 1998 - November 2005
Jones Hirsch Connors & Bull P.C. 1996 - 1998
Knapp, Peterson & Clarke 1991 - 1995
Skills
Employment Law, Wage & Hour, Wrongful Termination, Discrimination, Business Litigation, Trials, Partnerships, Breach Of Contract, Fraud, Civil Litigation, Litigation, Employee Handbooks, Employment Contracts, Contract Negotiation, Arbitration, Dispute Resolution, Legal Assistance, Alternative Dispute..., Trial Practice, Privacy Law
Education
Loyola Law School, Loyola Marymount University 1988 — 1991
JD
University of California, Los Angeles 1983 — 1987
B.S., Kinesiology
University of California, San Diego
Lifeguard Wealth LLC July 2012 - Present
ProVisors January 2004 - Present
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance and Real Estate
Stanford University 1979 — 1983
BA, Economics
Dana Hills High School 1975 — 1979
Datastream IT July 2015 - Present
Freelance June 2000 - Present
ProVisors August 2010 - June 2015
ProVisors August 2010 - December 2012
LA2DAY.COM October 2006 - January 2008
International Auto Buy March 2004 - January 2008
Wells Fargo March 2002 - March 2004
Skills
Constant Contact, Editing, Management, Newsletters, Outlook, Mac, Public Speaking, Goldmine, Facebook, HTML, Leadership, Sales, Windows, Marketing, Social Media, Strategic Planning, Strategy, Project Management, CRM Software, Copy Editing, Text Editing, Microsoft Office, Relationship Management, Improvisational Comedy, Small Business, Entrepreneurship, Writing, Start-ups, Business Development
Education
Glendale Community College 2000 — 2002
English Language and Literature, General
MSMLaw April 1995 - Present
Fried & Williams LLP 2013 - 2014
Fried & Williams LLP 2013 - 2014
ProVisors 2013 - 2013
Stein & Lubin October 1990 - March 1995
Cooley, Godward May 1989 - October 1990
Weil, Gotshal & Manges September 1987 - April 1989
Skills
Parenting Time, Legal Research, Commercial Real Estate, Commercial Real Estate..., Loan Modifications, Business Formation, Business Strategy, 1031 Exchanges, Commercial Leasing, Mediation, Start-ups, Mergers & Acquisitions, Business Sale, Small Business, Trademarks, Legal Opinions, Real Estate Development, Real Estate Transactions, Real Estate Due..., California Law, Contract Negotiation, Cost Effective, Leases, Legal Advice, Property Law, Joint Ventures, Legal Writing, Real Estate, Corporate Law, Dispute Resolution
Education
Fordham University School of Law 1983 — 1997
Doctor of Law (J.D.)
Fordham University School of Law 1983 — 1987
J.D., Law
Pacific Financial Planners June 2004 - Present
TheStreet December 2010 - Present
Host of Money Talks Radio February 2002 - Present
ProVisors 2011 - Present
Laguna Niguel 2012 - 2014
City of Laguna Niguel June 2007 - 2012
Orange County Treasurers Advisory Committee January 2003 - December 2010
Red County 2005 - 2009
Skills
Investments, Portfolio Management, Retirement Planning, Estate Planning, Financial Analysis, Investment Advisory, Strategic Planning, Strategic Financial..., Finance, Equities, Coaching, Financial Planning, Asset Managment, Financial Advisory, Risk Management, Insurance, Trading, Financial Services, Wealth Preservation..., Stock Management, Disability Insurance, Financial Risk, ETFs, Strategy, Asset Management
Education
National University 1988 — 1989
Continuing Studies, MBA
Kettering University 1979 — 1984
BS, Industrial Engineering
ProVisors August 2015 - Present
Skills
Business Strategy, Strategic Planning, Organizational..., Relationship Development, Financial Forecasting, Board Presentations, Negotiation, Entrepreneurship, Organizational..., Innovation, Consensus Building, Team Building, Decision Making, Creative Problem Solving, Inter-personal, New Business Development, Leadership, Start-ups, Business Planning, Management, Teamwork, Sales, Strategy, Contract Negotiation, Strategic Partnerships, Project Management, Marketing Strategy, Finance, Nonprofits, Social Media Marketing, Forecasting, Project Planning, Mergers & Acquisitions, Business Development, Executive Management, Social Networking, Management Consulting, Competitive Analysis, Mobile Devices, Marketing, Social Media, Consulting, Public Speaking, Event Planning, Public Relations, Budgets, Analysis, Advertising
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Columbia University in the City of New York
BA
Jewish Theological Seminary
BA
Strathhaven
BloomNation January 2015 - Present
Provisors May 2012 - December 2014
Westlake Magazine September 2011 - May 2012
The Daily Journal April 2009 - March 2012
I Am That Girl September 2008 - April 2009
The Malibu Times Magazine May 2008 - April 2009
Kestenbaum, Eisner & Gorin LLP June 2002 - February 2008
Skills
Newsletters, Public Speaking, Social Media, Proofreading, Storytelling, Blogging, Newspapers, Press Releases, Public Relations, Editorial, Copywriting, Journalism, Media Relations, Publications, Networking, Social Media Marketing, Fact-checking, Publishing, Books, Ap Style, Editing, Feature Articles, Newspaper, Non-profits, Research, Copy Editing, Legal Writing, Project Management, Nonprofits
Education
University of Southern California 2004 — 2008
Bachelors, Creative Writing
BBSI January 2015 - Present
ProVisors 2012 - Present
BBSI January 2012 - January 2015
Parking Concepts, Inc. June 2010 - January 2012
Shop Home Services, Direct Access TV - Authorized Directv Retailer February 2001 - January 2010
Rancho Santa Margarita Chamber of Commerce 2008 - 2010
Skills
Business Analysis, Human Resources, Employee Relations, Performance Management, New Business Development, Training, Organizational..., Management, Recruiting, Team Building, HRIS, Employee Benefits, HR Policies, Applicant Tracking..., Talent Acquisition, HR Consulting, Payroll, New Hire Orientations, Strategy, Onboarding, Talent Management, Workers Compensation, Personnel Management, Program Management, Temporary Placement, Succession Planning, Hiring, Employee Engagement, Coaching, Deferred Compensation, Benefits Administration, Policy, Employment Law, Workforce Planning, Leadership Development, Employee Handbooks, College Recruiting, FMLA, Interviews, Cross-functional Team..., Business Strategy, Job Descriptions, Labor Relations, Business Process..., Leadership, Strategic Planning, Sales, Business Development, Customer Service, Account Management
Education
University of Phoenix 1990 — 1994
Human Resources, Business Management
University of Phoenix 1990 — 1994
Affiliations, Business Administration and Management, General
Provisors 2013 - Present
Coast and Valley Properties June 2007 - Present
Coldwell Banker 1993 - 2007
MacElhenny, Levy and Company February 1990 - December 1993
Skills
Real Estate, Luxury, Sellers, Referrals, Coaching, Personal Development, Selling, Relocation, Management Consulting, Marketing, Online Marketing, Small Business, Entrepreneurship, Investment Properties, Negotiation, Training, Buyer Representation, Property, Foreclosures, REO, Real Estate Transactions, Management, First Time Home Buyers, Single Family Homes, Condos, Nonprofits, Short Sales, Residential Homes, Investors, Buyers, Strategy, Real Property, Listings, Leases, 1031 Exchanges, Real Estate Development, Vacation Homes, Sales
Education
University of California, Santa Barbara 1986 — 1991
B.A., Cum Laude, Political Science w/ Emphasis in International Relations
Santa Barbara City Colllege 2008 — 2009
Film Production
Wilson Harvey Browndorf LLP April 2015 - Present
Lawpreneur Radio - Podcast and Blog April 2014 - Present
Provisors June 2013 - Present
McCroskey Legal January 2004 - March 2015
PSI Seminars April 2013 - July 2013
Buckner, Alani & Mirkovich July 2001 - June 2003
Bowie Arneson Wiles & Giannone June 1999 - June 2000
Skills
Criminal Defense, Criminal Law, Trials, Courts, Hearings, Juvenile Law, Mediation, Legal Advice, Legal Issues, Administrative Law, Legal Research, Legal Assistance, Defense, Litigation, Criminal Defense Lawyer, Attorneys, Drug Cases, Motions, Road Traffic, Felonies, Trial Practice, White Collar Criminal..., Fraud, Criminal Justice, Traffic Offenses, Problem Solving, Jury Trials, Executive Coaching, Leadership Development, Traffic defense, Professional Licensure, Licensing, Driving License, Personal Development, Business Development, Podcasting, Coaching, New Business Development, Customer Service, Entrepreneurship, Social Media, Social Networking, Legal Writing, Networking, Social Media Marketing, Leadership, Federal Law, Federal Courts, Law Firms
Education
Loyola Law School, Los Angeles 1993 — 1996
Juris Doctor, Law
University of California, Santa Barbara 1988 — 1992
B.A. Latin American Studies, Latin American Studies
Corona del Mar High School, Newport Beach, CA 1984 — 1988
High School Diploma, High School Education
American Trust Escrow April 2015 - Present
Mobot Nation Inc January 2014 - Present
A C N 2011 - Present
Wells Fargo November 2012 - June 2014
Provisors 2014 - 2014
Mobot 2014 - 2014
ProVisors 2013 - 2014
US Bank, Business Banking Group December 2011 - November 2012
JPMorgan Chase August 2006 - June 2011
Oce July 2005 - September 2006
Skills
Small Business Lending, Cash Management, New Business Development, Credit, Commercial Banking, Banking, Customer Relations, Real Estate, Small Business, Management, Loans, Mortgage Lending, Refinance, Mortgage Banking, Residential Mortgages
Education
University of Dayton 2000 — 2004
Bachelor of Science (BS), Political Science and Government
Marquette High School 1996 — 2000
ProVisors June 2012 - Present
Brauer Insurance Services LLC August 2003 - Present
Santa Clara Police August 1980 - December 2008
U-Bake Pizza Inc April 1985 - November 1997
Skills
Health Insurance, Insurance, Employee Benefits, Small Business, Healthcare, Health Savings Accounts, Health Care Reform, Group Medical, Business Strategy, Start-ups, ObamaCare, Employee Benefit..., Term Life Insurance, Human Resources, Strategy, Enforcement, Workers Compensation, Background Checks, Brokers, Investigation, Public Speaking, Coaching, Finance, Crime Prevention, Criminal Investigations, Long-term Care, Management, Customer Satisfaction, Interrogation, Public Safety, Patrol, Underwriting, Time Management, Program Management, Police, Entrepreneurship, Dentistry, Disability Insurance, Accounting, Sales, Life Insurance, Long Term Care Insurance, First Responder, Universal Life, Training, Strategic Planning, Customer Service, Private Investigations, Accident, Leadership
Education
San Jose State University 1976 — 1980
BS, Administration of Justice
Leland High School 1974 — 1976
Diploma, General
Citrus Studios March 1999 - Present
Luxe Link February 2006 - Present
The Waxing Company January 2009 - Present
MyCommerce June 2009 - Present
ProVisors May 2013 - Present
Entrepreneurs Organization June 2009 - Present
Entrepreneur's Organization July 2010 - Present
Skills
Social Media, Web Design, Brand Development, SEO, Web Development, Email Marketing, Web Consulting & Media, Customized Ecommerce..., Information Architecture, Database Design, Project Management, Content Management Tools, Editorial Research &..., Internet Advertising, Web Hosting, Brand Identity, Brand Strategy & Naming, Corporate Logo..., Product Logo Development, Graphics Standards..., Stationery Systems, Print Communications, Corporate Brochures, Product Brochures, Annual Reports, Print Advertising, Press Kits, Packaging, Trade Show..., Corporate Signage, Online Advertising, E-commerce, Entrepreneurship, Online Marketing, Team Leadership, Stationery, Strategic Communications, Strategic Partnerships, Digital Media, Social Media Marketing, Brochures, Social Networking, Inserts, Content Management, Start-ups, Team Building, Copywriting, Integrated Marketing, Advertising, Facebook
Education
New York University 1992 — 1994
BA, Journalism
Kaiser High School 1984 — 1987
High school diploma
Athletes Touch Professional Organization April 2011 - December 2014
The CEO University June 2014 - November 2014
Cyntron March 2011 - May 2014
ProVisors January 2009 - March 2011
Cyntron July 2006 - January 2009
Ascent Synergy Corporation January 2004 - June 2006
PR1 of Greater Los Angeles September 1993 - January 2004
Andrex Pointe Corporation August 1989 - August 1993
Marriott International October 1986 - June 1989
Skills
Start-ups, Leadership, Management, Strategy, Strategic Partnerships, Strategic Planning, Business Development, Entrepreneurship, Business Strategy, Management Consulting
Education
University of Arkansas at Fayetteville 1981 — 1986
B.A., Communications; Sociology
Willow Grove Advisors, LLC December 2008 - Present
ProVisors 2011 - 2015
ProVisors 2011 - 2015
Contango Capital Advisors October 2005 - November 2008
Hewins Financial Advisors July 2004 - September 2005
Deloitte & Touche July 1999 - September 2003
Pacific Environment 1998 - 2003
As You Sow Foundation 1995 - 2003
Progress Investment Management June 1997 - September 1999
Progressive Asset Management April 1995 - June 1997
Skills
Socially Responsible..., Investment Management, Investment Strategies, Financial Services, Financial Advisory, Wealth Management, Investments, Finance, Mergers & Acquisitions, Asset Managment, Trading, Fixed Income, Entrepreneurship, Investment Advisory, Portfolio Management, Leadership, Wealth Management..., Valuation, Strategic Planning, Venture Capital, Strategy, Tax, Hedge Funds, Asset Allocation, High Net Worth..., Sales, Equities, Strategic Financial..., Financial Modeling, Accounting, Alternative Investments, Private Equity, Wealth, Securities, Mutual Funds, Emerging Markets, Due Diligence, Investment Banking, Equity Research, Investor Relations, Corporate Development, Capital Markets, Funding
Education
Harvard Business School 1985 — 1987
MBA, Management and Finance
University of Nebraska at Omaha 1979 — 1982
BSBA, Marketing, Management, Math, Political Science
ProVisors January 2004 - Present
Education
The George Washington University 1986 — 1990
MA, International Relations
Randolph College 1982 — 1986
BA, International Relations and French
ProVisors October 2012 - Present
Cru Global 2007 - 2012
Fairplex June 2006 - May 2007
Skills
Leadership Development, Customer Service, Microsoft Excel, Management, Fundraising, Strategy, Microsoft Word, Microsoft Office, PeopleSoft, Dependable Team Player, Member Relations, Social Media
Education
Cal Poly Pomona 2002 — 2006
Bachelor of Science (BS), Communication, General
Carno Law Group May 2015 - Present
Southern California Contractors Association 2005 - Present
Engineering Contractors Association 2005 - Present
Provisors 2010 - 2012
Skills
Litigation, Commercial Litigation, Construction, Contract Negotiation, Mediation, Negotiation, Civil Litigation, Litigation Support, Public Speaking, Personal Injury, Claim, Dispute, Arbitration, Dispute Resolution, Legal Assistance, Legal Research, Courts, Trials, Legal Writing, Alternative Dispute..., Corporate Law, Appeals, Real Estate, Insurance, Legal Issues, Licensing, LLC, Joint Ventures, Bankruptcy, Trademarks, Due Diligence, Mergers & Acquisitions
Education
Loyola Law School, Los Angeles
Juris Doctorate, Law
Loyola Marymount University
Bachelor of Applied Science (BASc), Political Science and Business Administration
Takacs Corporation May 2006 - Present
The CEO University - Where CEO's Go To Grow April 1982 - Present
Parker Diving 2009 - 2011
Provisors 2009 - 2010
Vistage International 2005 - 2010
International Management Institute 2004 - 2006
Tooling Technology, Inc. January 1979 - September 1982
Toolex, Inc. January 1978 - January 1979
Skills
CEO Coach, Executive Coaching, Corporate Facilitator, Executive Leadership, Entrepreneur, Start-ups, Strategic Planning, Organizational..., New Business Development, Corporate Law, Entrepreneurship, CEOs, Team Building, Management Consulting, Strategy, Mergers, Leadership, Program Management, Management, Business Strategy, Business Planning, Leadership Development, Coaching, Change Management, Personal Development, Process Improvement, Executive Development, Business Development, Mergers & Acquisitions, Business Coaching, Team Leadership, Cross-functional Team..., Sales, Analysis, Emotional Intelligence, Product Development, Venture Capital, Small Business, Business, Training, Workshop Facilitation, Executive Management, Public Speaking, Marketing Strategy, Culture Change, Sales Operations, Strategic Partnerships, Consulting, Business Process, P&L Management
Education
Rice University 1994 — 1995
Corporate Finance Certification
Texas A&M University 1975 — 1977
B.S.
Rubin and Rudman LLP October 2013 - Present
ProVisors 2015 - 2015
ProVisors 2015 - 2015
ProVisors 2015 - 2015
Bowditch & Dewey January 2005 - September 2013
Greenberg Traurig February 2000 - December 2004
Massachusetts Department of Developmental Services December 1988 - January 2000
Massachusetts Commission Against Discrimination May 1982 - December 1988
Skills
Arbitration, Employment Law, Litigation, Mediation, Dispute Resolution, Licensing, Negotiation, Legal Advice, Civil Litigation, Appeals, Business Litigation, Trial Practice, Discrimination, Trade Secrets, Commercial Litigation
Education
Western New England College School of Law 1979 — 1982
Juris Doctorate, Law
Trinity College-Hartford 1975 — 1979
BA, Political Science/Psychology
Pacific Union International Christie's Great Estates 1995 - Present
ProVisors 2008 - 2009
ReadyRouter 2000 - 2002
Lucent Technologies 1991 - 1999
AT&T 1984 - 1990
Skills
Marketing, Negotiation, Residential Real Estate, Luxury, Integrity, Strategy, Management, Customer Service, Technology, Sales Contracts, Home Staging, Residential Homes, Sellers, Condos, Single Family Homes, Buyers, Property
Education
UC Berkeley 1979 — 1982
BA, Spanish
Marin Academy High School
Diploma
Provisors 2009 - Present
ADELMAN & SEIDE, LLP 2000 - Present
State Bar Family Law Section/FLEXCOM 2003 - 2008
Art of Elisium 2000 - 2002
Law Office of George N. Seide December 1992 - March 1999
Skills
Paternity, Mediation, Certified Family Law, Family Law, Juvenile Law, Trusts, Litigation, Collaborative Law, Courts, Prenuptial Agreements, Powers of Attorney, Estate Planning
Education
University of Florida 1966 — 1971
BA, Psychology & Political Science
Provisors 2012 - Present
Executives Association of San Diego October 2011 - Present
San Diego Sales, Inc. a licensed Franchisee of Sandler Training formerly Sandler Sales Institute May 2004 - January 2015
Corporate Alliance 2013 - 2015
Corporate Alliance 2013 - 2015
ProVisors 2011 - 2013
San Diego Employers Association June 2009 - June 2012
The Executives Association of San Diego November 2011 - April 2012
DisAbility Resources Consulting 1998 - 2004
Kids Included Together 1998 - 2004
Skills
Coaching, Customer Service, Diversity Training, Personal Development, Sales Management, Selling, Hiring, Executive Coaching, Public Speaking, Organizational..., Consultative Selling, Team Building, New Business Development, Team Leadership, Management Development, Leadership Development, Consulting, Sales, Entrepreneurship, Management Consulting, Strategic Partnerships, Selling Skills, Strategy, Leadership, Marketing Strategy, Strategic Planning, Management, Networking, Social Networking, Marketing, Business Development, Lead Generation, CRM, Small Business, Training, Negotiation, Executive Management, Start-ups, Sales Process, Fundraising, Business Networking, Nonprofits, Account Management, Business Planning, Recruiting, Change Management, Time Management, Business Coaching, Program Management, Executive Development
Education
The Ohio State University 1989 — 1990
MA, Higher Education Admin/ Counseling Psych.
Emerson College 1982 — 1987
BA Mass Com/BS Speech, Communication and Media Studies Speech
Emerson College 1982 — 1987
Speech Communication and Rhetoric
Bishop Fenwick 1979 — 1982
Lynn Woods Elementary School 1973 — 1976
Diploma, Recess
redpig May 2007 - Present
Provisors 2008 - 2008
Education
Trinity University 2000 — 2004
Aminian Business Services, Inc. January 1994 - Present
Provisors 2009 - July 2011
Xerox August 1989 - December 1993
Xerox September 1984 - August 1989
Mattel August 1981 - September 1984
Skills
Business Management, Professional Services, Accounting, Customer Relations, Business Process, Customer Service, Management, Start-ups, Accounting System, Business Process..., CRM, ERP, Business Analysis, Strategy, Team Leadership, Management Consulting, SaaS, Contract Negotiation, Strategic Planning, Business Intelligence, Change Management, Business Planning, NetSuite, ERP Software, Project Management, Cloud Computing, Consulting, Solution Selling, Salesforce.com, Enterprise Software, Sales, Strategic Partnerships, Business Process..., Lead Generation, Business Development, Product Management, Executive Management, E-commerce, Entrepreneurship
Education
Boston University Questrom School of Business 1978 — 1980
MBA, Financial Management
University of Michigan 1976 — 1978
BSME, Mechanical Engineering
MSV Technology October 2006 - Present
ProVisors 2003 - Present
ITG Information Technology Group 1996 - October 2006
Skills
Entrepreneurship, Professional Services, Due Diligence, Strategic Planning, Litigation Support, Software Development, Software Project..., IT Consulting, Accounting System, Business Management..., Web Site Design, Mobile Device..., Consulting, Executive Management, Lead Generation, Venture Capital, Strategy, Business Strategy, Business Applications, Business Networking, Licensing, Business Development, Strategic Partnerships, Web Design, SaaS, Management Consulting, Start-ups, Management
Education
University of California, Los Angeles 1993 — 1995
Master of Science (M.S.), Structural Engineering
University of California, Los Angeles 1989 — 1993
Bachelor of Science (B.S.), Civil Engineering
SIEGAL ADVISORY SOLUTIONS INC January 2014 - Present
Provisors October 2012 - Present
Association of National Advertisers 2004 - Present
Prager Metis CPAs LLC March 2009 - December 2013
Lone Wolf Media & Marketing January 1997 - March 2009
Ernst & Young 2004 - 2007
Experis 2003 - 2005
The Walt Disney Company January 1995 - January 1997
NBCUniversal June 1992 - January 1995
Saatchi & Saatchi November 1982 - May 1986
Skills
Strategy, Budgets, Knowledge Transfer, Strategic Planning, Marketing, Social Media, Strategic Partnerships, Advertising, Project Planning, Marketing Strategy, Management Consulting, Online Advertising, Marketing Communications, Online Marketing, Management, Business Development, Brand Management, Public Relations, Social Media Marketing, Market Research, Direct Marketing, Account Management, Sponsorship, Entertainment, Integrated Marketing, Marketing Management, Digital Marketing, Proposal Writing, Start-ups, Digital Strategy, Digital Media, Business Strategy, Email Marketing, Analytics, Social Networking, Brand Development, CRM, Mobile Marketing
Education
Adelphi University 1974 — 1978
Bachelor of Science (BS), Communications
Business Forums International 2006 - Present
California Capital Summit 2005 - Present
Jewish Community Foundation 1999 - Present
ProVisors 1999 - Present
Jewish Community Foundation of Los Angeles July 1994 - Present
Jewish Community Foundation 1999 - 2015
Jewish Community Foundation 1999 - 2015
ProVisors 2000 - 2014
Business Forums International 2005 - 2010
The California Israel Chamber of Commerce 1994 - 1999
Skills
Non-profits, Public Speaking, Leadership, Strategic Planning, Private Equity, Investments, Business Development, Nonprofits, Strategic Partnerships, Philanthropy, Fundraising, Mergers & Acquisitions, Entrepreneurship, Start-ups, Project Planning, Venture Capital, Marketing, Team Building, Organizational..., Licensing, Mergers, Marketing Strategy, Business Planning, Networking, Real Estate, Strategy, Management, Finance, Business Strategy, Tax, Due Diligence, Executive Management, Public Relations, Executive Coaching, Capital Markets, Joint Ventures, Management Consulting, Negotiation, Charities, Leadership Development, Real Estate Development, New Business Development, Community Outreach, Business Valuation, Financial Analysis, Corporate Law, Corporate Development, Social Media, Real Estate Transactions, Valuation
Education
City University of New York-Baruch College 1971 — 1972
MS, Planning & Administration
Long Island University, Brooklyn Campus 1963 — 1967
BS, Marketing
Holiday Law Firm P.C. September 1995 - Present
ProVisors 2012 - 2013
REBA Commercial Leasing Committee 2002 - 2013
NECCA 1987 - 2013
The TJX Companies, Inc. September 1987 - October 1995
Abraham-Hanna PC 1985 - 1987
Wynn & Wynn PC 1984 - 1985
Lawyers Title Insurance Corporation 1983 - 1984
Skills
Real Estate, Corporate Law, Leases, Property Management, Real Estate Investment, Investment Properties, Disposition, Commercial Real Estate, Real Estate Development, Condos, Litigation, Mergers & Acquisitions, Mergers, Small Business, Start-ups, Commercial Leasing, Sellers, Due Diligence, Real Estate Transactions, Portfolio Management, Acquisitions, Joint Ventures, Business Transactions, Real Estate Financing, Dispositions
Education
Boston University School of Law 1983 — 1987
LLM, Banking Law
New England School of Law 1980 — 1983
JD, Law, cum laude
Tufts University 1973 — 1977
BA, Economics
Philips Exeter
Priority Financial Network August 2014 - Present
Surety Financial Corp. October 2009 - March 2012
Provisors 2005 - 2011
Commercial and Residential Finance October 2008 - October 2010
Americorp Funding 2002 - 2008
Skills
Mortgage, Real Estate, Investment Properties, Public Speaking, Loans, Mortgage Lending, Loan Origination, FHA, Refinance, Residential Mortgages, Mortgage Banking, Banking, Short Sales, Finance, Real Estate Financing, USDA, Commercial Lending, Certified Mortgage..., Credit, Reverse Mortgages, FHA financing, Underwriting, First Time Home Buyers, Small Business, Real Estate Economics, Investments, REO, FHA Financing
Education
University of Phoenix-Southern California Campus
Bachelor's degree, Business Management
Westmont College & University of Phoenis
Bachelor of Science, Business Management, A
Broadview Mortgage Corporation - Corporate January 2009 - Present
Broadview mortgage 2012 - 2015
Broadview mortgage 2012 - 2015
Provisors 2012 - 2013
National Institute of Financial Education 2007 - January 2010
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Loans, Real Estate, Credit, Investment Properties, First Time Home Buyers, Marketing, Team Building, Strategic Planning, Social Media Marketing, Sales, Residential Mortgages, Insurance, Certified Mortgage..., REO, Real Estate Financing, Loan Origination, Foreclosures, Referrals, Residential Homes
Education
University of Southern California 1982 — 1984
Bachelor of Science, Business
Northern Arizona University, College of Business Administration 1980 — 1982
ProVisors January 2013 - Present
SF Chamber of Commerce April 2005 - January 2013
MarchFIRST January 2000 - March 2002
The Good Guys 1987 - 1995
Education
California College of the Arts
BFA, Fine Arts
The Underground Guide to Job Interviewing:A Quick & Irreverent Primer for the Busy Job Seeker, 2d Ed November 2012 - Present
Moster Legal Placement, Inc. May 2008 - Present
The Table 2015 - 2015
The Table 2015 - 2015
Bruin Professionals 2009 - 2010
Provisors 2009 - 2009
Hudson Legal March 2001 - March 2008
Robert Half International 1998 - 2001
Donfeld, Kelley & Rollman 1990 - 1997
Alschuler Grossman & Pines 1987 - 1989
Skills
Legal Services, Recruitment/Retention, Partner Recruitment, Contract Recruitment, Executive Search, Headhunting, Head Hunter, Direct Recruiting, Candidate Development, Professional Staffing, Legal Recruiting, Personnel Recruiting, Candidates Searching, Job Search, Job Posting, Career Counseling, Job Search Strategies, Interview Prep, Career Advancement, Career Advising, Interview Coaching, Career Services, Career Exploration, Mock Interviews, Interview Preparation, Interviewing, Conducting Interviews, Talent Acquisition, Job Coaching, Legal Assistance, Staff Development, Recruiting, Temporary Placement, Interviews, Career Development, Personnel Selection, Employment Law, Human Resources, Applicant Tracking..., Benefits Negotiation, Business Networking, Career Assessment, Civil Litigation, College Recruiting, Management, Litigation, Legal Research, Training, Corporate Law, Legal Writing
Education
University of California, Los Angeles - School of Law 1979 — 1982
Juris Doctor, Law
University of Florida 1976 — 1979
B.A., Psychology
Supermentors
Supermentors
Media Transactions
HUB International Insurance Service Inc. September 1985 - Present
ProVisors 2013 - 2015
HUB International Insurance Service Inc. September 1985 - April 2014
Security Bank of California 2005 - 2014
United Way of the Inland Valleys 2008 - 2011
Skills
Liability, Disability Insurance, General Insurance, Umbrella Insurance, Commercial Insurance, Directors & Officers..., Workers Compensation, Brokers, Claim, Risk Management, Insurance, Surety Bonds, D&O, Professional Liability, Underwriting, Casualty, Employee Benefits, Inland Marine, Property & Casualty..., Mentoring, Employment Practices..., Commercial Lines, Life Insurance, Health Insurance, Legal Liability, Health Savings Accounts, Reinsurance, Long-term Care, Fiduciary, Financial Services, Term Life Insurance, Insurance Brokerage, Excess, Claims Management, Captives, Fixed Annuities, Property, Self-funded, Sales, COBRA, Liability Analysis, Flexible Spending..., Financial Risk, Medicare, Group Medical, Mutual Funds, Retirement, Financial Planners, Homeowners, Retirement Planning
Education
Pacifica High School /Mater Dei High School 1973 — 1977
Cypress College
Provisors 2011 - Present
Raimondo Pettit Group February 1998 - Present
Community Helpline 2000 - 2002
Eurostar, Inc. dba Warehouse Shoe Sale June 1995 - February 1998
Bank of America 1992 - 1995
Skills
Assurance, Auditing, Accounting, Tax, CPA, Mergers & Acquisitions, Financial Statements, Payroll, GAAP, Internal Audit, Private Equity, Corporate Tax, Financial Reporting, Income Tax, Internal Controls, Financial Accounting, Tax Returns, QuickBooks, Tax Accounting, Financial Analysis, SEC filings, Partnership Taxation, US GAAP
Education
California State University-Fullerton 1991 — 1995
BA, Business / Accounting
California State University-Fullerton, Mihaylo College of Business and Economics 1991 — 1995
BA, Business / Accounting
Caskey & Holzman June 1995 - Present
Provisors 1995 - Present
Skills
Trial Practice, Civil Litigation, Contract Negotiation, Employment Law, Employment..., sexual harassment, deaf discrimination, Wrongful Termination, race discrimination, age discrimination, mental health..., cancer discrimination, physical disability..., ADA, Family Medical Leave Act, Hepatitis discrimination, gender preference..., sexual battery, same sex sexual..., harassment, Retaliation, Discrimination, Age Discrimination, Americans with..., FMLA, Class Actions, Business Litigation, Employment Contracts
Education
California State University-Northridge
Bachelor's degree
University of West Los Angeles
Doctor of Law (J.D.)
Adli Law Group P.C. June 2012 - May 2014
Provisors 2013 - 2013
Private Practice 2012 - June 2012
Cozen O'Connor April 2006 - December 2011
Leaders in Biobanking Conference 2010 - 2010
Nixon Peabody March 1998 - January 2006
Pietragallo, Bosick & Gordon 1987 - 1998
Skills
Litigation, Trade Secrets, Commercial Litigation, Business Litigation, Contract Disputes, Business Torts, Trademark Infringement, Copyright Infringement, Tortious Interference, Federal Court Practice, Product Liability
Education
Duquesne University School of Law
JD
ProVisors December 2013 - Present
Natural Balance Pet Foods Inc December 2012 - December 2013
Vistar, A PFG Company January 2011 - October 2012
Wuchang Experimental Primary School August 2009 - July 2010
Precious Life Shelter February 2009 - May 2009
Fusion Leaders September 2008 - May 2009
infoQuest Consulting Corporation September 2008 - May 2009
Skills
Event Planning, Management, Leadership, New Business Development, Non-profits, Event Management, Sales, Social Networking, Marketing, Social Media Marketing, Customer Service, Marketing Strategy, Microsoft Word, Nonprofits, Coaching, Account Management, Retail, Team Building, Facebook, Competitive Analysis, Start-ups, Budgets, Merchandising, Direct Sales, Inventory Management, Sales Operations
Education
Biola University 2005 — 2009
Bachelor of Science, Business Marketing
Seaside High School 2001 — 2005
High School
Berke & Kent LLP September 2002 - Present
Provisors 1998 - Present
AlliedSignal, Inc. January 1991 - June 1998
Bryan Cave 1987 - 1991
Skills
Business Transactions, Environmental Impact..., Real Estate Transactions, Litigation, Mediation, Intellectual Property, Corporate Law, Civil Litigation, Commercial Litigation, Arbitration, Real Estate, Entity Extraction, Trade Secrets, Licensing, Due Diligence, Mergers & Acquisitions, Dispute Resolution, Business Litigation, Estate Planning, Trademarks, Environmental Compliance, Trial Practice, Estate Administration, Trusts, Trials, Powers of Attorney, Courts, Alternative Dispute..., Elder Law, LLC, Wills, Legal Assistance, Product Liability, Discrimination, Breach Of Contract, Business Formation, Hearings, Creditors' Rights, Litigation Support, Estate Tax Planning
Education
West Valley Girls Softball 2006 — 2012
Loyola Law School, Loyola Marymount University 1984 — 1987
JD, Law
University of California, Los Angeles 1980 — 1984
BA, Economics
Provisors February 2010 - August 2010
Education
University of Southern California 2008 — 2012
Engel & Völkers Newport Beach April 2015 - Present
Quest Property Group November 2014 - April 2015
Berkshire Hathaway California Properties-The McMonigle Team June 2013 - November 2014
Teles Properties June 2012 - June 2013
Avanti Commercial Real Estate January 2012 - July 2012
Investment Property Group June 2009 - August 2011
Provisors November 2008 - October 2010
WBF HOLDINGS LLC December 2006 - June 2010
Marcus & Millichap June 2006 - June 2009
SRC 1999 - 2003
Skills
Investment Properties, Apartments, Dispositions, 1031 Exchanges, Brokerage, Valuation, Real Estate Economics, Real Estate, Disposition, Investments, Investors, Residential Homes, REO, Real Estate Transactions, Luxury, Sellers, Real Estate Development, Leases, Commercial Real Estate
Education
San Diego State University-California State University
Provisors 2003 - Present
KHAM INC 1998 - Present
KHAM INC 1998 - Present
American Axel & Mfg 1996 - 1997
Skills
Business Brokerage, Mergers, Valuation, Business Valuation, Management, Sellers, Mergers & Acquisitions, Sales, Banking, Small Business, Entrepreneurship, Finance, Negotiation, Strategic Planning, Real Estate, Venture Capital, Start-ups, Due Diligence, M&A experience, Exit Strategies, Sales Process, Strategic Financial..., Brokerage, Management Consulting, Corporate Development, Joint Ventures, Business Planning, Investments, Real Estate Transactions, Business, Acquisitions
Education
Central Michigan University
M.S., Business Management
Wayne State University
BS, Chemical Engineering
Mercer April 2014 - Present
ProVisors April 2015 - 2015
ADP TotalSource December 2011 - April 2014
Peak Corporate Network May 2011 - November 2011
JPMorgan Chase May 2010 - May 2011
The Movie Store & Coffee Shoppe May 2003 - December 2009
GMAC ResCap May 1997 - February 2008
William Zamarelli Realtors May 1986 - April 1997
Skills
Sales Management, Employee Benefits, Business Development, Sales, Selling, New Business Development, Strategy, Leadership, Management, CRM, Customer Service, Marketing, Direct Sales, SaaS, Strategic Partnerships, Start-ups, Vendor Management, Real Estate, Sales Process, Human Resources, Process Improvement, Sales Operations, Training, Budgets, Finance, Networking, Call Center, Call Centers, B2B, Cold Calling, Enterprise Software, Program Management, Executive Management, Entrepreneurship, Analysis, Risk Management, Retail, Account Management, Mortgage Lending, Recruiting, Outsourcing, Talent Management, Salesforce.com, Banking, Negotiation, Customer Relations, Consultative Selling, Call Center Management, Business Strategy, Lead Generation
Education
Kent State University
ProVisors April 2012 - Present
Norman Krieger, Inc. October 2003 - Present
Logistics Consulting July 2002 - October 2003
Schenker Logistics November 2001 - July 2002
USF Worldwide July 1987 - August 2001
Lep Profit International June 1986 - June 1987
International Customs Service/Ryder International Freight & Customs Service Inc. June 1980 - June 1986
Louis Barasch Co. September 1977 - June 1980
Union Transportation Ltd. October 1973 - September 1976
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Transportation, Logistics, Operations Management, Warehousing, Freight, Export, Customs Regulations, Supply Chain Management, International Logistics, Logistics Management
Education
National Taiwan Normal University 1973 — 1974
Mandarin Chinese
Humboldt State University 1970 — 1973
Bachelor's degree, Asian History, Political Science, Geography
Cañada College 1968 — 1970
Associate of Arts (AA)
Law Offices of Christopher W. P. Overton February 2012 - Present
Law Offices of Christopher Overton 2012 - Present
Manning & Kass, Ellrod, Ramirez, Trester LLP 2010 - 2012
Provisors 2010 - 2012
Moore & Associates, APC 2009 - 2010
Vega & Overton, LLP 2004 - 2009
Nossman, Guthner, Knox & Elliott 2003 - 2004
Murchison & Cumming 1999 - 2003
Skills
Civil Litigation, Litigation Consulting, Trial Consulting, Strategic Communications, Marketing Communications, Jury Trials, Court Appearances, Depositions, Mediation, Community Outreach, Persuasive Presentations, Presentations, Presenter, Litigation
Education
University of Southern California 2012 — 2015
Masters of Communications Management, Communication, General
Loyola Law School of Los Angeles 1995 — 1998
JD, Law
Loyola Law School, Los Angeles 1995 — 1998
JD, Law
Pepperdine University 1991 — 1995
BA, Economics