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May 22, 2017



Garewal
  
INSURANCE
Custom Wellness Programs

Eric Garewal has over 15 years of employee benefits experience. Eric specializes in creating customized wellness programs, exploring self-funding and leveraging technology for a better client experience. He is excited to bring his industry knowledge and help expand the growth of Bozzuto Insurance in the San Diego marketplace.



Trullinger
  
BUSINESS DEVELOPMENT
Vice President of Residual Value Risk Management

Credit Union Leasing of America (CULA) adds Mason Trullinger as Vice President of Residual Value Risk Management. Mr. Trullinger is responsible for residual value setting, risk management and market analytics for the San Diego-based indirect vehicle leasing leader, specializing in vehicle leasing programs for credit unions. Mr. Trullinger comes to CULA with 12 years of experience focused on forecasting automotive residual values.  Prior to joining CULA, Trullinger spent three years with Toyota Financial Services, where he played a key role in the risk group managing $40 billion in leases. Prior to Toyota Financial Services, he spent nine years at ALG, Inc. www.CULA.com

May 15, 2017



Lane
  
ADVISORY SERVICES
Director of Corporate Engagement

Andrea Lane joined Invested Advisors in February as Director of Corporate Engagement and supports clients in the public and private sectors to further position them for optimized performance by delivering strategic marketing, corporate learning initiatives and programmatic and partnerships solutions that advance the organization and its employees. Lane draws from a 20-plus year career building business relationships as an Account Executive with the San Diego Daily Transcript.



Parry
  
ADVISORY SERVICES
Director of Business Development

Greg Parry has joined Invested Advisors as Director of Business Development for the company’s Invested Traveler division. Parry provides business advisory solutions that incorporate strategic planning and logistical support to execute incentive travel experiences tailored to support each clients’ workforce engagement, recruitment and retention goals and budget. Parry draws from experience building businesses in the U.S., Canada and Europe and beginning his career at the Banff Center for the Arts, Canada’s foremost arts training facility in Banff National Park.



Stordahl
  
TECHNOLOGY
Vice President Sales & Marketing

FMT Consultants announces that Darren Stordahl has joined the firm as Vice President of Sales and Marketing. Bringing more than 25 years of experience in B2B technology sales and marketing to the position, Mr. Stordahl will lead the customer, partner and market engagement efforts for FMT, working out of the corporate headquarters in Carlsbad. During his career, Darren has worked for FileNet, Mosaix, Lucent, Avaya, and Triniti, and immediately prior to FMT, successfully led marketing and ecommerce for San Diego’s cyber-security leader, ESET North America. He has effectively developed numerous high-performing customer engagement teams as well as building strategic partnerships with Oracle, SAP and Microsoft. “Working with FMT Consultants provides an opportunity to connect fantastic customers with the technology solutions that help build their businesses,” said Mr. Stordahl. “To remain competitive, local businesses face a heavy load when it comes to selecting, implementing, and managing complex back-office systems. At FMT, we’re big enough to provide world-class services and small enough that the real-world success of each client matters to us.” On May 25th, FMT is hosting the annual nVerge 2017 technology conference (https://www.fmtconsultants.com/nverge/) at the Marriott Del Mar. nVerge is a one-day technology conference focusing on business management solutions, collaborative software, business intelligence and cloud services. The event includes presentations from Microsoft, Oracle/NetSuite, and SAP along with top local brands. Mr. Stordahl goes on to say, “If you support local business and are interested in the very best business technology, we’d like to see you there.”

May 1, 2017



Bernstein
  
BANKING
Region Manager, SoCal Nevada Region

Wells Fargo Business Banking Group recently announced new region leaders including Steve Bernstein, who will lead the SoCal Nevada Region. Bernstein, Business Banking manager for the Southern California division that includes San Diego, Riverside, San Bernardino, and Orange Counties, will assume the region manager position for the new SoCal Nevada Region. He will continue to office in San Diego, California and will begin his new role effective immediately. Steve joined Wells Fargo in 2002 as a Business Banking business deposit consultant. He progressed through several Business Banking Group roles from Business Deposit Consultant area manager to area manager and region area manager, then to his most recent role as Business Banking manager for the four counties. Steve graduated from San Diego State University with a Bachelor of Arts degree in Political Science. He is also a graduate of Pacific Coast Banking School in Seattle, Washington. He is very active in the community serving on several boards of directors. He currently serves as chairperson of the board of directors for the San Diego Food Bank, chairperson for the San Diego State University’s Management School Advisory Board, and board member for United Way of San Diego. He also co-chairs the Business Banking Group’s Diversity and Inclusion Council and serves as the chairperson for Wholesale Banking’s Diversity and Inclusion Recruiting Committee. 



Castner
  
BUSINESS DEVELOPMENT
Irvine Director of Operations

EwingCole, one of the nation’s leading architecture, engineering, and interior design firms, announced that Joseph Castner, AIA, RIBA, LEED AP has joined the firm as the Irvine Director of Operations. Castner will play a key role in team coordination, staff development, and financial performance for the Irvine office. 



Tangonan
  
LAW PRACTICE
Partner

Kennedy & Souza is pleased to announce that Kenya T. Tangonan has been promoted to Partner. Ms. Tangonan joined Kennedy & Souza in 2011. Over the years, she has focused the majority of her practice on construction defect and personal injury defense. Ms. Tangonan is very excited about the future and considers this promotion an honor and a privilege.

April 24, 2017



Woodward
  
FINANCE
Senior Vice President

Revere Capital founder Clark Briner announced the firm has hired industry veteran Sarah Woodward as Senior Vice President to spearhead its new Southern California office, with responsibility for commercial real estate loan originations throughout the United States. Revere is a direct lender with fully discretionary private capital. www.reverecapital.com (949) 339-1937.

April 17, 2017



Stouffer
  
BANKING
Senior Vice President, Relationship Manager

Linda Stouffer is now serving the new downtown San Diego location for Citizens Business Bank located at 525 B Street, Suite 1500, San Diego. Linda joined the Bank in 2015 as a Senior Vice President and Relationship Manager. Linda has a long history of working in the downtown market with experience in opening of new loan relationships in the multifamily, industrial, medical, office, commercial and construction areas. 



Melgar
  
BANKING
Vice President, Relationship Manager

Andres Melgar is now serving the new downtown San Diego location for Citizens Business Bank located at 525 B Street, Suite 1500, San Diego. Andres joined the Bank in 2015 as a Vice President and Relationship Manager. Andres has twelve years of banking experience in the San Diego region, with an emphasis on commercial real estate, construction financing, and commercial & industrial business.



Boggionil
  
BANKING
Vice President, Branch Manager

Silvergate Bank welcomes Brenda Boggioni, who joins as Vice President and Branch Manager of the La Jolla Office located at 4250 Executive Square, Suite 100. Brenda, a native San Diegan, brings extensive banking experience and market knowledge with her. As a customer centric banker, Brenda is unparalleled at understanding her clients’ needs and challenges and providing the right banking solutions to help each achieve their goals. Specializing in all areas of business banking, Brenda consistently delivers for the businesses in the San Diego community. Brenda received her Bachelor of Arts in Education from San Diego State University.



Hall
  
NONPROFIT
Chief Executive Officer

Vince Hall has been named the new Chief Executive Officer of Feeding San Diego (FSD), the leading hunger-relief organization in San Diego County, serving 63,000 children, families and seniors each week. Mr. Hall brings over two decades of public policy experience in local, state, and federal government to his new position, including serving as Staff Director for Governor Gray Davis. More recently, he served as Executive Director for the Future of California Elections, a statewide nonprofit organization working to modernize our election system to expand participation to underrepresented and underserved populations. Mr. Hall served for eight years as Vice President of Public Affairs and Communications for Planned Parenthood of the Pacific Southwest, where he directed governmental relations and served on the State Legislative Committee.

April 3, 2017



DiVita
  
BANKING
Executive Vice President

Bank of Southern California announced that Tony DiVita has been promoted to the role of Executive Vice President, Chief Banking Officer. He will oversee new business origination and customer retention efforts, the Small Business Administration (SBA) Group, and bank marketing. Tony is also responsible for the coordination and management of the entire loan process from sourcing to funding.
Tony joined Bank of Southern California in 2011 as Senior Vice President, Director of Sales and Marketing, and was promoted to Executive Vice President in 2015. He is a seasoned native San Diego banker with over 30 years of local banking experience.



Burr
  
BANKING
Senior Vice President

Chris Burr has joined Citizens Business Bank as Senior Vice President, Center Manager at the Carmel Valley Business Financial Center, located at 12680 High Bluff Dr. Suite 125, San Diego. Chris brings over 34 years of banking experience to Citizens Business Bank. He focuses on providing high quality financial solutions to privately held businesses and their owners throughout San Diego County.



Nash
  
BANKING
Vice President

Jackie Nash has joined Citizens Business Bank as Vice President, Relationship Manager at the Carmel Valley Business Financial Center, located at 12680 High Bluff Dr. Suite 125, San Diego. Jackie specializes in commercial banking and assisting business owners achieve their goals by providing financial solutions to help improve efficiency, profitability, and streamline operations.

March 27, 2017


Olson
  
COMMERCIAL BANKING
City National Names Aaron Olson Manager of its Commercial Banking Division in San Diego

City National Bank, California’s Premier Private and Business Bank®, has named Aaron Olson, an experienced banking professional, as senior vice president and manager of its Commercial Banking Division in San Diego. Olson joins the San Diego group with over 17 years of experience in the banking industry. In his new role Olson will manage a team of eight commercial bankers who have a combined experience of over 200 years. He and his team are responsible for managing and developing new middle market clients by providing them with tailored financial solutions and a robust offering of bank products and services to help them achieve their business goals. Olson will work closely with Bernadette Bach who was recently named San Diego market leader for City National with over 25 years of banking experience, and Maria Chan who was recently promoted to team lead in the Commercial Banking group in San Diego and who has over 20 years of experience. Olson joined City National last year as a manager for the bank’s Commercial Banking Division in Orange County. He joined City National from Citibank where he served as senior relationship manager for the bank’s Upper Middle Market Group covering multinational companies in the Southwestern United States. Olson is originally from the Midwest and studied at the University of Minnesota, Twin Cities, where he was a business management major. He also attended the Center for Academic Programs Abroad in London, England, where he studied International Economics and Finance before earning his Bachelor of Science degree in Business Management.



Calcagnini
  
INVESTMENT BANKING
Managing Director

John Calcagnini has joined Stout in Los Angeles as Managing Director in the Investment Banking group’s healthcare industry practice. A veteran of CRT Capital Group, Mr. Calcagnini has successfully executed more than 40 transactions in the healthcare industry across a variety of sectors, including biotech, specialty pharmaceuticals, and medical devices. Mr. Calcagnini brings extensive experience in mergers, acquisitions, divestitures, joint ventures, restructuring, and equity and debt financing for both public and private companies. For more information, visit www.SRR.com.

March 20, 2017



Farnham
  
CONSTRUCTION
Area Manager

Jennifer Farnham re-joins PCL Construction Services, Inc. as area manager and will oversee PCL’s buildings presence in the San Diego area. Jennifer began her career with PCL in 1992 and has spent the majority of her 25-year career working in the Southern California commercial construction market.

March 13, 2017



Jenson
  
BUSINESS DEVELOPMENT
Vice President, Business Development

Innovative Employee Solutions (IES)announces the promotion of Sara Jensen to vice president of business development where she will develop the strategic vision and plan to achieve national sales goals and manage a high-performing sales team. Since joining IES in 2011, Sara has quickly moved up the ranks in leadership.



Saywitz
  
COMMERCIAL REAL ESTATE
Senior Vice President

Voit Real Estate Services is proud to announce the addition of industry veteran Jeff Saywitz as Senior Vice President in its San Diego office. Saywitz is a well-established brokerage professional with a proven track record and singular focus in Tenant Representation in the San Diego market. His addition to the firm will help to broaden Voit’s platform and significantly grow their Tenant Rep. business. An industry veteran specializing exclusively in tenant representation for office, industrial, flex and R&D users, Jeff brings over 25 years of brokerage experience and a deep understanding of the industry to his new role.

February 20, 2017



Cooper
  
INTERIOR DESIGN
President

San Diego’s leading creative office and hospitality furniture dealership, Innovative Commercial Environments (ICE) is pleased to announce the promotion of Alysse Cooper to President, managing operations and major accounts. Alysse has been with ICE since 2008, initially as Office Administrator, then moving into Accounting & HR Manager, Project Manager, Sales Assistant, Sales Executive and most recently as Vice President of Sales. Alysse specializes in higher education, creative office and custom furniture design and sales. She earned her B.S. in Accounting from CSUSM while working full time at ICE. A natural leader, Alysse’s professional affiliations include NAIOP in which she was recently named Co-Chair for the Developing Leaders Board for 2017 and IIDA NeoConnect Co-Chair.



Valderrama
  
ACCOUNTING
Senior Manager

RiSK Opportunities, Inc. has hired Richard Valderrama, CISA, CRISC, as their newest Senior Manager with 17 years experience in the field of IT Internal Audit and IT GRC. His areas of expertise include IT audit management, system pre-implementation reviews, Business Continuity & Disaster Recovery programs, IT & security risk and control assessments, and IT compliance reviews including SOX, SSAE16, FFIEC, NIST, and PCI DSS. RiSK Opportunities specializes in providing Internal Audit, Business and IT Risk Advisory Services to both public and privately held corporations, partnerships, and not-for-profit entities, throughout Southern California.

February 13, 2017



Gilmore
  
BANKING
Senior Vice President


Silvergate Bank is pleased to announce that Patrick M. Gilmore has joined the Bank as senior vice president in charge of its Correspondent Lending Division. This division purchases single family residential mortgage loans originated by the Bank’s network of correspondent mortgage banking firms.
Pat’s extensive residential mortgage industry experience of over 25 years has included key management positions with the Federal National Mortgage Association, Goldman Sachs, GMAC Bank, and most recently Caliber Home Loans, where he significantly grew the company’s sales organization and delivered multi-billion dollar annual mortgage loan origination volumes. “Pat’s exceptional mortgage lending experience, skills and accomplishments make him especially well qualified to lead correspondent mortgage lending for Silvergate,” said Derek Eisele, the Bank’s president and chief credit officer. Pat is based in Silvergate’s headquarters office. His email address is pgilmore@silvergatebank.com, and his office telephone number is 858-362-6300. About Silvergate Bank Silvergate Bank, Member FDIC and Equal Housing Lender, is a San Diego-based bank that specializes in serving small to medium sized businesses. The Bank is headquartered at 4275 Executive Square, Suite 800, La Jolla, CA 92037, with additional branch offices in La Jolla, La Mesa, Escondido, and Carlsbad, and a loan production office in Seal Beach. The Bank’s website is www.silvergatebank.com.

February 6, 2017



Willsmore
  
ARCHITECTURE
Principal, Office Leader

HED promotes Neville Willsmore to Principal, Office Leader. In this role, he oversees the business direction of the firm’s San Diego office. Willsmore has over 25 years of design and management experience and has worked on a diverse range of projects, including senior and multi-family housing, hotels, retail and healthcare.

January 30, 2017



Chan
  
BANKING
City National Promotes Maria Chan to Team Leader of its Commercial Banking Group in San Diego


City National Bank, America’s Premier Private and Business Bank®, has promoted Maria Chan to team leader of its Commercial Banking group in San Diego. Chan is senior vice president and senior relationship manager of Commercial Banking.
“Maria is a highly effective colleague who demonstrates a genuine passion for client service,” said City National Bank President Christopher Warmuth. “Maria is also a well respected member of the community and especially qualified to help lead our growth in San Diego. We look forward to her continued success in this expanded role.” Chan is responsible for managing a portfolio of commercial and non-profit clients, ensuring that all of their banking needs are being met. Her dedication to her clients helped her earn the distinction of City National’s Top Relationship Manager from 2008-2016, Top Producer Award in 2010 and President’s Circle Award in 2008. Chan has over 20 years of international banking and business experience, assisting a broad range of clients from small and mid-size companies, non-profit organizations and multinational corporations. Prior to joining City National in 2005, Chan worked for Wells Fargo Bank in San Diego and Citibank’s Global Corporate Banking Group in Asia. She earned a Bachelors degree from Northwestern University and a Masters degree from the University of Southern California. Chan has served on the board of directors at the San Diego World Trade Center, and she currently serves on the Board of Trustees of the Vista Community Clinic and Board of Directors of ALMA Life Sciences Foundation. She is also a LEAD San Diego IMPACT graduate and volunteers at various community organizations dedicated to children.

January 23, 2017



Bach
  
BANKING
City National Promotes Bernadette Bach to
San Diego Market Leader



City National Bank, America’s Premier Private and Business Bank®, has announced that Bernadette Bach has taken on expanded responsibilities within its Commercial Banking Division for the greater San Diego area. Bach is adding the role of market leader to her current position as senior vice president and business development officer. Bach represents all of City National’s divisions in San Diego and assumes responsibility for the bank’s continued growth and success. Bach has been with City National for more than 25 years and has spent the last two decades working exclusively in San Diego. She succeeds Stephen Cusato, who recently departed the bank after 14 years of service. She has played a critical role in helping the company to expand throughout San Diego. During that time, she has been a prolific source of new client acquisition and has a successful track record of developing professional relationships. Bach is based at City National’s San Diego regional center, which offers clients a complete array of services including private banking, wealth management, real estate lending, and commercial and business banking. City National opened its first regional office in San Diego in 1979. Today, it has seven branch offices and 75 colleagues throughout the county. She has received City National’s President’s Club Award in each of the past 20 years, and has earned the Top Producer Award 14 times. In 2010, the San Diego Business Journal recognized her with its “Women Who Mean Business” award.



Holyfield
  
CONSTRUCTION STAFFING
Account Executive

We are pleased to announce the addition of Kat Holyfield, Account Executive, to our San Diego Construction & Skilled Trades division of Decton Staffing Services! Her past 8 years of experience in the construction staffing industry, includes 5 years in the San Diego market. Kats attributes include exceptional client service along with a commitment to quality, and a strong work ethic with her clients, team and field employees. Kat believes that building relationships and exceeding client expectations has earned her the trust of industry management and leaders. You can contact Kat at kholyfield@dectoninc.com or 760-809-7004



Keating
  
COMMERCIAL DESIGN
Partner

Rick Keating partners with Harley Ellis Devereaux (HED). A recognized leader in design, Keating brings his vast experience as a designer on large-scale, complex projects, including Los Angeles’ 52-story Gas Company Tower and the ultra-luxurious Beverly West Condominiums. Keating will provide design services for all five of HED’s offices.



Sallee
  
ACCOUNTING
Audit Partner

On January 1, 2017, Greg Sallee became the first Audit Partner at Gatto, Pope & Walwick. Greg works in various industries, but specializes in construction contractors. He is a CCIFP and is on the board of directors for the Construction Financial Management Association. Greg also oversees the firm’s ERISA practice and performs peer reviews.

January 2, 2017



Schmerbauch
  
ACCOUNTING
Partner

The CPA firm Leaf & Cole, LLP has promoted Carole Annette Schmerbauch to partner. Carole has been with the firm since 2004. She has more than 16 years of experience in tax, advisory and accounting services. She is a welcome addition to the Leaf & Cole team.