Provisors Company

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Provisors Employees

Employee
Years
Job
Industry
Steven Mark, PMP, CSM Steven Mark, PMP, CSM Greater Los Angeles Area Details
Steven Mark, PMP, CSM's Provisors Experience August 2014 - March 2015
Job Product, Program and Technology Management
Industry Information Technology and Services
Experience
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

Teresa Mason, CPA, MS, CGMA Teresa Mason, CPA, MS, CGMA San Francisco Bay Area Details
Teresa Mason, CPA, MS, CGMA's Provisors Experience February 2012 - Present
Job Tax and accounting specialist to help you succeed!
Industry Accounting
Experience
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

Cindy Rakowitz Cindy Rakowitz Greater Los Angeles Area Details
Cindy Rakowitz's Provisors Experience January 2010 - November 2012
Job CEO at BR Public Relations
Industry Public Relations and Communications
Experience
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

Alex Sullivan Alex Sullivan Greater Los Angeles Area Details
Alex Sullivan's Provisors Experience August 2011 - June 2012
Job Social Media Coordinator, Alumni Engagement at Pepperdine University
Industry Higher Education
Experience
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 Bordy Michael Bordy Greater Los Angeles Area Details
Michael Bordy's Provisors Experience 2005 - 2012
Job President at Michael J. Bordy, A Professional Law Corporation
Industry Legal Services
Experience
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)

Kristen Rector Kristen Rector Greater Los Angeles Area Details
Kristen Rector's Provisors Experience November 2011 - Present
Job Membership Development at ProVisors
Industry Civic & Social Organization
Experience
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

David S. Kestenbaum David S. Kestenbaum Greater Los Angeles Area Details
David S. Kestenbaum's Provisors Experience 2009 - Present
Job President, The Kestenbaum Law Group, A Professional Corp.
Industry Law Practice
Experience
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

Philippa Kennealy MD MPH CPCC PCC Philippa Kennealy MD MPH CPCC PCC Los Angeles, California Details
Philippa Kennealy MD MPH CPCC PCC's Provisors Experience March 2011 - April 2012
Job President/Founder and Owner of The Entrepreneurial MD
Industry Professional Training & Coaching
Experience
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

Jim Hayes Jim Hayes Irvine, California Details
Jim Hayes's Provisors Experience May 2012 - Present
Job Senior Counsel at Jarvis, Krieger & Sullivan
Industry Law Practice
Experience
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

Steve Goldstein Steve Goldstein Greater Los Angeles Area Details
Steve Goldstein's Provisors Experience 2006 - Present
Job President, Payroll Management Solutions, Inc.
Industry Financial Services
Experience
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

Rosana Ortega Rosana Ortega Greater San Diego Area Details
Rosana Ortega's Provisors Experience 2015 - 2015
Job Business and Nonprofit Corporate Attorney
Industry Law Practice
Experience
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

Maria Hunter Maria Hunter Torrance, California Details
Maria Hunter's Provisors Experience 2012 - Present
Job Vice President and Relationship Manager
Industry Banking
Experience
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

Linda Weg Linda Weg Greater Los Angeles Area Details
Linda Weg's Provisors Experience June 2012 - Present
Job Membership Development at Provisors
Industry Civic & Social Organization
Experience
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 Bill Torres Greater Los Angeles Area Details
Bill Torres's Provisors Experience 2008 - 2014
Job Managing Partner Bill Torres & Company, Inc.
Industry Accounting
Experience
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 John G. DiPiano Greater Boston Area Details
John G. DiPiano's Provisors Experience 2013 - 2013
Job Principal Attorney
Industry Legal Services
Experience
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

Jon Warner Jon Warner Greater Los Angeles Area Details
Jon Warner's Provisors Experience September 2014 - Present
Job Chief Executive Officer at RX4, Chairman at ReadyToManage and WCOD
Industry Management Consulting
Experience
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

Beth Masterman Beth Masterman Greater Boston Area Details
Beth Masterman's Provisors Experience 2012 - Present
Job Executive Coach Awareness Building and Leadership Development
Industry Professional Training & Coaching
Experience
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

Lark Karamardian Lark Karamardian Greater Los Angeles Area Details
Lark Karamardian's Provisors Experience October 2013 - August 2014
Job Principal at A103 Consulting
Industry Management Consulting
Experience
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

Bren Farrell Bren Farrell San Francisco Bay Area Details
Bren Farrell's Provisors Experience January 2010 - May 2014
Job CEO Founder at BizOptimy
Industry Computer Software
Experience
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

Brian Bialas Brian Bialas Greater Boston Area Details
Brian Bialas's Provisors Experience August 2013 - Present
Job Legal Counsel at State Senator Ryan C. Fattman
Industry Law Practice
Experience
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

Robert H. Flynn Robert H. Flynn Greater San Diego Area Details
Robert H. Flynn's Provisors Experience 2011 - Present
Job Licensed CA real estate Agent (BRE #01970581) and MA real estate Broker (#94484)
Industry Real Estate
Experience
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

Richard Wortman Richard Wortman Greater Los Angeles Area Details
Richard Wortman's Provisors Experience 1998 - 2015
Job Partner at Grunfeld Desiderio Lebowitz Silverman Klestadt LLP
Industry Legal Services
Experience
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

Gail Covington Gail Covington San Francisco Bay Area Details
Gail Covington's Provisors Experience 2015 - 2015
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
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

David Nordella David Nordella Greater Los Angeles Area Details
David Nordella's Provisors Experience April 2007 - August 2010
Job Easy, efficient business systems used by professionals to make money
Industry Management Consulting
Experience
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.

Stephen Donell Stephen Donell Greater Los Angeles Area Details
Stephen Donell's Provisors Experience January 2011 - Present
Job Court Appointed Receiver
Industry Legal Services
Experience
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

Dennis Lindgren Dennis Lindgren Boston, Massachusetts Details
Dennis Lindgren's Provisors Experience 2012 - Present
Job Shareholder at Pierce & Mandell, P.C.
Industry Legal Services
Experience
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

Jim Ludwick, CFP® Jim Ludwick, CFP® Washington D.C. Metro Area Details
Jim Ludwick, CFP®'s Provisors Experience 1996 - 2010
Job
Industry Financial Services
Experience
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

Bonnie Milani Bonnie Milani Greater Los Angeles Area Details
Bonnie Milani's Provisors Experience 2005 - 2011
Job Owner, Milani Insurance Services, Inc. / Author
Industry Insurance
Experience
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

Maya Shulman Maya Shulman Greater Los Angeles Area Details
Maya Shulman's Provisors Experience 2006 - Present
Job Managing Partner at Adelman & Seide, LLP
Industry Law Practice
Experience
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

Simon Mazzola Simon Mazzola San Francisco Bay Area Details
Simon Mazzola's Provisors Experience 2013 - 2014
Job Shareholder Attorney at The Mazzola Law Office Professional Corporation
Industry Law Practice
Experience
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

Marla Malkin Marla Malkin Orange County, California Area Details
Marla Malkin's Provisors Experience July 2015 - Present
Job Membership Development Director at ProVisors
Industry Public Relations and Communications
Experience
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

Vincent DiCianni Vincent DiCianni Boston, Massachusetts Details
Vincent DiCianni's Provisors Experience 2012 - 2013
Job Independent Integrity Monitor at Affiliated Monitors, Inc
Industry Management Consulting
Experience
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

Jonathan Drexler Jonathan Drexler Sherman Oaks, California Details
Jonathan Drexler's Provisors Experience 2008 - 2011
Job ATTORNEY AT LAW at The Law Offices of David Drexler
Industry Law Practice
Experience
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

Esther Hopkins Esther Hopkins Greater Los Angeles Area Details
Esther Hopkins's Provisors Experience 2009 - 2010
Job Hilliard Hopkins, LLP
Industry Law Practice
Experience
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

Deborah Rodney Deborah Rodney Greater Los Angeles Area Details
Deborah Rodney's Provisors Experience October 2010 - Present
Job Business development, professional networking and marketing expert
Industry Marketing and Advertising
Experience
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

Angela Setters Bessard Angela Setters Bessard Greater Los Angeles Area Details
Angela Setters Bessard's Provisors Experience 2006 - 2010
Job CEO, Conquer Credit Management
Industry Financial Services
Experience
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

Marc Levin - Internet Marketing Expert Marc Levin - Internet Marketing Expert Greater Los Angeles Area Details
Marc Levin - Internet Marketing Expert's Provisors Experience 2008 - Present
Job Inbound Digital Marketing Expert | Social Media | Online Reputaton Management | World Traveler | Boy Scout Leader
Industry Marketing and Advertising
Experience
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

Chuck Kiskaden Chuck Kiskaden Greater Los Angeles Area Details
Chuck Kiskaden's Provisors Experience 2007 - Present
Job President/CEO at Health Benefits Advisors
Industry Insurance
Experience
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

Andy Goodman Andy Goodman Encino, California Details
Andy Goodman's Provisors Experience November 1996 - Present
Job Of Counsel, Greenberg & Bass
Industry Law Practice
Experience
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

Frank Taboada Frank Taboada Greater Los Angeles Area Details
Frank Taboada's Provisors Experience 2009 - May 2012
Job Partner at Taboada Rochlin & Govier LLP
Industry Law Practice
Experience
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

Chris Housel Chris Housel Greater Los Angeles Area Details
Chris Housel's Provisors Experience 2010 - Present
Job CPA Taxation, ERISA Audits
Industry Accounting
Experience
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

Steve Spears Steve Spears Greater Los Angeles Area Details
Steve Spears's Provisors Experience 2012 - 2013
Job Partner at GALLINA LLP
Industry Accounting
Experience
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

Jennie Manders Jennie Manders Greater Los Angeles Area Details
Jennie Manders's Provisors Experience 2005 - Present
Job Real Estate
Industry Real Estate
Experience
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

Tom Gibson Tom Gibson Orange County, California Area Details
Tom Gibson's Provisors Experience 1992 - Present
Job Founder at FacilityRep | CEO of Gibson Company | Founder of PocketShare
Industry Commercial Real Estate
Experience
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

Robert Gorton, CPA/CFF Robert Gorton, CPA/CFF Greater Boston Area Details
Robert Gorton, CPA/CFF's Provisors Experience June 2012 - Present
Job Founder at Gorton & Company, P.C.
Industry Accounting
Experience
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

Frank L. Bridges Frank L. Bridges Greater Boston Area Details
Frank L. Bridges's Provisors Experience 2011 - August 2012
Job Principal, Heritage Design Law Group LLC
Industry Law Practice
Experience
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 Jr Tony Pelusi Jr Greater Boston Area Details
Tony Pelusi Jr's Provisors Experience 2012 - Present
Job Professional Coach & Parenting Coordinator
Industry Professional Training & Coaching
Experience
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

Kellie Goodlin Kellie Goodlin Greater Los Angeles Area Details
Kellie Goodlin's Provisors Experience May 2010 - Present
Job Member Operations Representative at Provisors
Industry Civic & Social Organization
Experience
ProVisors   May 2010 - Present

Education
California State University-Northridge   1997 — 2002
B.A., Communication Studies

Joe DeLucchi Joe DeLucchi San Francisco Bay Area Details
Joe DeLucchi's Provisors Experience January 2006 - Present
Job
Industry Insurance
Experience
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

Mark Lipis Mark Lipis Los Angeles, California Details
Mark Lipis's Provisors Experience 1993 - 2013
Job Founder, Lipis Consulting, Inc.
Industry Human Resources
Experience
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

Dennis Erokan Dennis Erokan San Francisco Bay Area Details
Dennis Erokan's Provisors Experience May 2014 - Present
Job Managing Director at Placemaking Group
Industry Public Relations and Communications
Experience
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

Emily Hopkins Emily Hopkins San Francisco Bay Area Details
Emily Hopkins's Provisors Experience June 2013 - November 2013
Job Client Services Specialist at Digital Benefit Advisors
Industry Insurance
Experience
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

Judy Soled Judy Soled Greater Los Angeles Area Details
Judy Soled's Provisors Experience 2002 - Present
Job Retirement Plan Consultant at Liden, Nestle, Soled & Associates
Industry Financial Services
Experience
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

Chuck Gonzalez Chuck Gonzalez Greater Los Angeles Area Details
Chuck Gonzalez's Provisors Experience 1997 - Present
Job Owner, charles j. gonzalez, cpa, inc
Industry Accounting
Experience
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

Caren Nielsen Caren Nielsen Greater Los Angeles Area Details
Caren Nielsen's Provisors Experience 2001 - Present
Job Principal at Law Offices of Caren R. Nielsen
Industry Law Practice
Experience
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

Larry May Larry May Greater Los Angeles Area Details
Larry May's Provisors Experience 2002 - 2015
Job
Industry Law Practice
Experience
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

Kevin J. DeVinney, CFP® Kevin J. DeVinney, CFP® Greater Boston Area Details
Kevin J. DeVinney, CFP®'s Provisors Experience July 2015 - Present
Job Vice President, Business Banking at Eastern Bank
Industry Banking
Experience
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

Jason Blonska Jason Blonska Orange County, California Area Details
Jason Blonska's Provisors Experience 2008 - 2012
Job Family Law Attorney at Blonska & Kaufman, LLP
Industry Legal Services
Experience
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 Gregory Rutchik Greater Los Angeles Area Details
Gregory Rutchik's Provisors Experience June 2008 - Present
Job Business contracts and ip disputes
Industry Law Practice
Experience
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

David De Castro David De Castro Greater Los Angeles Area Details
David De Castro's Provisors Experience January 2001 - Present
Job Labor and Employment Attorney
Industry Law Practice
Experience
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

Joe Delaney Joe Delaney San Francisco Bay Area Details
Joe Delaney's Provisors Experience January 2004 - Present
Job Financial Lifeguard
Industry Investment Management
Experience
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

Amy Asaturyan Amy Asaturyan Glendale, California Details
Amy Asaturyan's Provisors Experience August 2010 - June 2015
Job Business Development & Sales Executive at Datastream IT
Industry Information Technology and Services
Experience
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

Myra Mitzman Myra Mitzman San Francisco Bay Area Details
Myra Mitzman's Provisors Experience 2013 - 2013
Job at MSMLaw
Industry Law Practice
Experience
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

Jerry Slusiewicz Jerry Slusiewicz Laguna Niguel, California Details
Jerry Slusiewicz's Provisors Experience 2011 - Present
Job Investment/Estate/Wealth Management Strategist Helping to Grow Investments & Lower the Risk @ Pacific Financial Planners
Industry Financial Services
Experience
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

Joshua Berman Joshua Berman Greater Los Angeles Area Details
Joshua Berman's Provisors Experience August 2015 - Present
Job Membership Development Director at ProVisors
Industry Management Consulting
Experience
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

Lisa Kestenbaum Lisa Kestenbaum Santa Monica, California Details
Lisa Kestenbaum's Provisors Experience May 2012 - December 2014
Job Account Manager at BloomNation
Industry Internet
Experience
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

Chris Barnett Chris Barnett Orange County, California Area Details
Chris Barnett's Provisors Experience 2012 - Present
Job Business Advisor | Business Development Architect
Industry Management Consulting
Experience
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

MONICA E. LENCHES MONICA E. LENCHES Santa Barbara, California Area Details
MONICA E. LENCHES's Provisors Experience 2013 - Present
Job Realtor, Estate Specialist
Industry Real Estate
Experience
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

Miranda McCroskey Miranda McCroskey Orange County, California Area Details
Miranda McCroskey's Provisors Experience June 2013 - Present
Job Criminal Defense Attorney | Professional License Defense Attorney | Founder & Host of Lawpreneur Radio Podcast
Industry Law Practice
Experience
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

Joe Peterson Joe Peterson Greater Los Angeles Area Details
Joe Peterson's Provisors Experience 2014 - 2014
Job Business Development at American Trust Escrow
Industry Banking
Experience
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

Steve Brauer Steve Brauer San Francisco Bay Area Details
Steve Brauer's Provisors Experience June 2012 - Present
Job Group Benefits, Brauer Insurance
Industry Insurance
Experience
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

Kalika Yap Kalika Yap Greater Los Angeles Area Details
Kalika Yap's Provisors Experience May 2013 - Present
Job CEO at Citrus Studios
Industry Internet
Experience
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

Richard Barrett Richard Barrett Orange County, California Area Details
Richard Barrett's Provisors Experience January 2009 - March 2011
Job Organization Design, Growth & Development Revenue Acceleration Professional Mentoring Technology Sales
Industry Management Consulting
Experience
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

Keley Petersen Keley Petersen San Francisco Bay Area Details
Keley Petersen's Provisors Experience 2011 - 2015
Job Founder and C.E.O. at Willow Grove Advisors, LLC
Industry Investment Management
Experience
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

Nancy Wood Nancy Wood Greater Los Angeles Area Details
Nancy Wood's Provisors Experience January 2004 - Present
Job at ProVisors
Industry Civic & Social Organization
Experience
ProVisors   January 2004 - Present

Education
The George Washington University   1986 — 1990
MA, International Relations

Randolph College   1982 — 1986
BA, International Relations and French

Andrea Cabrillos Andrea Cabrillos Studio City, California Details
Andrea Cabrillos's Provisors Experience October 2012 - Present
Job Member Operations Representative at ProVisors
Industry Civic & Social Organization
Experience
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

Anna Carno Anna Carno Orange County, California Area Details
Anna Carno's Provisors Experience 2010 - 2012
Job Construction Law Attorney
Industry Legal Services
Experience
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

Gary C. Takacs Gary C. Takacs Orange County, California Area Details
Gary C. Takacs's Provisors Experience 2009 - 2010
Job I Bring CEOs Together to Share Experiences for Success CEO Peer Groups CEO Coach
Industry Management Consulting
Experience
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.

Alfred Gray Alfred Gray Greater Boston Area Details
Alfred Gray's Provisors Experience 2015 - 2015
Job Partner at Rubin and Rudman, LLP
Industry Law Practice
Experience
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

Linda Tull Linda Tull San Francisco Bay Area Details
Linda Tull's Provisors Experience 2008 - 2009
Job Realtor, Luxury Property Specialist | DRE#01703883
Industry Real Estate
Experience
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

George N. Seide George N. Seide Greater Los Angeles Area Details
George N. Seide's Provisors Experience 2009 - Present
Job PARTNER at ADELMAN & SEIDE, LLP
Industry Law Practice
Experience
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

Darren Cecil Darren Cecil Greater San Diego Area Details
Darren Cecil's Provisors Experience 2012 - Present
Job Sales Expert San Diego Hire, Evaluate, & Train Sales People, Sales Coach to Professionals. ie.Lawyers, Engineers, & CPAs
Industry Professional Training & Coaching
Experience
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

Kiirstin Daniel Kiirstin Daniel Greater Los Angeles Area Details
Kiirstin Daniel's Provisors Experience 2008 - 2008
Job Principal, redpig
Industry Retail
Experience
redpig   May 2007 - Present
Provisors   2008 - 2008

Education
Trinity University   2000 — 2004

Mo Aminian Mo Aminian Irvine, California Details
Mo Aminian's Provisors Experience 2009 - July 2011
Job NetSuite Solution Provider
Industry Computer Software
Experience
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

Matt Van Winkle Matt Van Winkle Greater Los Angeles Area Details
Matt Van Winkle's Provisors Experience 2003 - Present
Job Owner, MSV Technology
Industry Information Technology and Services
Experience
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

Bob Siegal Bob Siegal Greater Los Angeles Area Details
Bob Siegal's Provisors Experience October 2012 - Present
Job Principal at SIEGAL ADVISORY SOLUTIONS
Industry Marketing and Advertising
Experience
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

Baruch Littman Baruch Littman Greater Los Angeles Area Details
Baruch Littman's Provisors Experience 1999 - Present
Job Vice President Development at Jewish Community Foundation of Los Angeles
Industry Nonprofit Organization Management
Experience
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

Michael Holiday Michael Holiday Greater Boston Area Details
Michael Holiday's Provisors Experience 2012 - 2013
Job Principal at Holiday Law Firm P.C.
Industry Law Practice
Experience
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

Holly Gustlin Holly Gustlin Greater Los Angeles Area Details
Holly Gustlin's Provisors Experience 2005 - 2011
Job Senior Loan Officer at ArcStone Financial
Industry Banking
Experience
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

Jeff Younger Jeff Younger Orange County, California Area Details
Jeff Younger's Provisors Experience 2012 - 2013
Job Branch Manager
Industry Financial Services
Experience
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

Maureen McEvoy Maureen McEvoy San Francisco Bay Area Details
Maureen McEvoy's Provisors Experience January 2013 - Present
Job ProVisors, SF Bay Area Regional Development Director
Industry Marketing and Advertising
Experience
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

Todd Moster, Esq. Todd Moster, Esq. Greater Los Angeles Area Details
Todd Moster, Esq.'s Provisors Experience 2009 - 2009
Job Author of The Underground Guide to Job Interviewing (Revised & Expanded 2nd Edition)
Industry Legal Services
Experience
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

Monica Keehfuss Monica Keehfuss Greater Los Angeles Area Details
Monica Keehfuss's Provisors Experience 2013 - 2015
Job Vice President at HUB International Insurance Service Inc.
Industry Insurance
Experience
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

Sharon Rose Day Sharon Rose Day Greater Los Angeles Area Details
Sharon Rose Day's Provisors Experience 2011 - Present
Job Audit Partner at Raimondo Pettit Group
Industry Accounting
Experience
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

Daniel Holzman Daniel Holzman Greater Los Angeles Area Details
Daniel Holzman's Provisors Experience 1995 - Present
Job Lawyer at Caskey & Holzman
Industry Law Practice
Experience
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.)

Daniel Harshman Daniel Harshman Greater Los Angeles Area Details
Daniel Harshman's Provisors Experience 2013 - 2013
Job Partner at FisherBroyles LLP
Industry Law Practice
Experience
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

Ahna Holloran Ahna Holloran Greater Los Angeles Area Details
Ahna Holloran's Provisors Experience December 2013 - Present
Job Special Events Coordinator at ProVisors
Industry Civic & Social Organization
Experience
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

Ken Berke Ken Berke Greater Los Angeles Area Details
Ken Berke's Provisors Experience 1998 - Present
Job Partner at Berke & Kent LLP
Industry Law Practice
Experience
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

Will Blakely Will Blakely Greater Los Angeles Area Details
Will Blakely's Provisors Experience February 2010 - August 2010
Job Projectbased Legal Assistant
Industry Legal Services
Experience
Provisors   February 2010 - August 2010

Education
University of Southern California   2008 — 2012

James Forootan James Forootan Orange County, California Area Details
James Forootan's Provisors Experience November 2008 - October 2010
Job Global Real Estate AdvisorCommercial Broker at Engel & Völkers Newport Beach
Industry Real Estate
Experience
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

Bonaventure Wakam Bonaventure Wakam Ventura, California Details
Bonaventure Wakam's Provisors Experience 2003 - Present
Job Owner, KHAM INC
Industry Investment Banking
Experience
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

Tami Kilpatrick Tami Kilpatrick Greater Los Angeles Area Details
Tami Kilpatrick's Provisors Experience April 2015 - 2015
Job Principal, Mercer Health & Benefits; Building World Class Benefits Solutions for Employers
Industry Human Resources
Experience
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

Gary Stratton, LCB Gary Stratton, LCB Greater Los Angeles Area Details
Gary Stratton, LCB's Provisors Experience April 2012 - Present
Job Norman Krieger, Inc.; ProVisor Member
Industry Logistics and Supply Chain
Experience
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)

Christopher Overton Christopher Overton Greater Los Angeles Area Details
Christopher Overton's Provisors Experience 2010 - 2012
Job Attorney at Law Offices of Christopher W. P. Overton
Industry Law Practice
Experience
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