New Hires & Promotions in San Diego

August 6, 2018

General Manager

Colonna’s Shipyard, Inc. is pleased to announce that Steve Senk has been named General Manager of Colonna’s Shipyard West, LLC.

Retired from the U.S. Navy, Steve Senk is a decorated Vietnam veteran, having earned numerous commendations, to include: Silver Star, Purple Heart, Meritorious Service Medal, Combat Action Ribbon and four Navy Achievement Medals. A tenured member of the San Diego ship repair community, Senk brings a broad base of experience managing repair availabilities for the U.S. Navy. Upon retirement from the Navy, Senk joined Continental Maritime of San Diego (CMSD) as CV/CVN Program Manager before earning promotion to Director of Operations. Upon retirement from CMSD in 2017, he joined Colonna’s Shipyard West in July of 2017 as a Senior Business Advisor.

“We are pleased to have the opportunity to have a leader like Steve managing our Colonna’s Shipyard West division, which expands our 143-year history of service and quality to our West Coast customers”, said Tom Godfrey, President & CEO of Colonna’s Shipyard, Inc.

Based in San Diego, Colonna’s Shipyard West, LLC, delivers quality, customer-focused service, the hallmark of Colonna’s Shipyard and its divisions and affiliates. Our west coast operation is a full-service marine repair contractor utilizing skilled workforce representing the full spectrum of marine trades, including welders, shipfitters, electricians, pipefitters, machinists, and painters.

A family-owned shipyard, founded in 1875 and based in Norfolk, Virginia, Colonna’s is a diversified industrial company with unique capabilities in ship repair, marine and industrial machining and steel fabrication. Visit


BDO’s San Diego office welcomes Mark Giamo, CPA as a new partner in the assurance practice. Significant growth of the San Diego office has led BDO to expand its partner team. Mark’s skills will be integral to the continued growth and success of BDO in the market.

Mark joins us from BDO’s New Jersey office and has been with BDO since 1997. Mark has extensive experience servicing publicly-traded, private, multinational, private equity sponsored, and growth-oriented companies across several industry sectors. He also has significant experience with M&A, complex equity and debt transactions, and complex accounting issues. In addition, he acts as a facilitator for continuing education and plays an active role in the firm’s quality assurance programs.

Mark has depth of experience in several industries with a strong focus on technology, including software, as well as telecommunications, life sciences, pharmaceutical, and manufacturing and distribution. Mark will be accompanied by his wife, Terri, and two children. “We look forward to being a part of this wonderful San Diego community and a successful practice in San Diego.” stated Mark.


Intellectual property law firm Patterson + Sheridan LLP has added associate Casey Kempner in the San Diego office of the firm. Kempner’s practice will focus on preparing and prosecuting patents for electronic, medical and mechanical devices.

Associate Attorney

Charles Williams joined Hahn Loeser & Parks LLP as an associate attorney where he will focus on taxation matters and counsel clients through various aspects of trust and estate planning. Prior to building his practice, Charles served as a Judge Advocate General (JAG) in the United States Marine Corps.

July 30, 2018

Global Treasury and Payments Advisor - Orange County and San Diego Technology and Life Science

Silicon Valley Bank, the bank of the world’s most innovative companies and their investors, is proud to announce that Laura Danni has joined its Southern California team as a Global Treasury and Payments Advisor for its Orange County and San Diego Technology and Life Science practice. Learn more at

July 23, 2018

Real Estate Business Broker

San Diego Transworld Franchisee Robert Cunio Achieves Prestigious CBI Certification

Recently, 71 business brokers from around the world took on a big challenge: earning the prestigious Certified Business Intermediary (CBI) certification from the International Business Brokers Association (IBBA), the gold standard in the business brokerage industry. Among the designees is Transworld Business Advisor Robert Cunio, CBI, CBB, MBA. Cunio, a licensed California real estate professional, has been a Transworld Franchisee since February 2016 (DRE # 02019152). He is an accomplished executive and entrepreneur with more than 30 years experience, including leadership of mult-billion programs, mergers and acquisition (M&A) and organizational change management. “The CBI is a clear indicator of knowledge and experience, achieving it demonstrates a personal commitment to excellence and dedication to the craft of being a business broker,” said Jeff Snell, IBBA Credentialing Committee Chair and 2019 Board Chair-Elect. “We encourage business sellers and buyers to look for the CBI designation when selecting a business broker to work with,” added Snell. At Transworld, a member of United Franchise Group (UFG), Business Advisors are considered professional “tour guides” that help businessmen and women navigate and smooth the landscape of selling their businesses. Helping entrepreneurs closely aligns with Cunio’s expertise in marketing, program and financial management, due diligence, and strategic integration. “I get 100 percent satisfaction achieving good deals for good people. My company demonstrates results that exceed sellers and buyers objectives,” added Cunio, who holds an MBA from Bentley University.
Already a Certified Business Broker through the California Association of Business Brokers (CABB), Cunio’s CBI certification was conferred after his completion of required course work, followed by passing an extensive competency exam and agreement to uphold the IBBA’s professional standards/code of ethics. CBIs are also required to demonstrate proficiency in selling businesses by meeting a minimum number of escrow closings and sustaining such results over time.
“Mr. Cunio is an invaluable asset for companies looking to divest or grow, both domestically and internationally and his new achievement with the IBBA is proof of that,” said Bill Luce, President of Transworld Business Advisors, “It speaks volumes of Transworld’s reputation, our agents are top class professionals, recognizing the complexity of unique challenges of the business world.” To learn more, and gain insight to selling or buying a business, visit or contact Robert Cunio directly at the Transworld San Diego Central office (888) 604-TBA1.

Senior Vice President of Client Development

rEvolution, the integrated global sports marketing and media agency, welcomes former GMR executive Dave Mullins as Senior Vice President of Client Development. Working from San Diego, Mullins will lead rEvolution’s business development efforts, particularly identifying and delivering impactful marketing strategies for both prospective and current clients.

Plantiffs' Steering Committee

Gayle M. Blatt, a longtime partner at CaseyGerry – San Diego’s oldest plaintiffs’ law firm – has been selected to serve on the Plaintiffs’ Steering Committee in national litigation against global chip maker Intel. She is the only San Diego attorney appointed to a leadership role in this litigation, recently centralized in the District of Oregon.

July 16, 2018

Area Vice President

Mutual of Omaha Bank is pleased to announce that Steven Stuckey has been named Area President III. He will be responsible for growing the bank’s west region and leading the San Diego and Pasadena locations. He holds an MS in Finance from San Diego State University.

Associate and Studio Leader

HED welcomes Enrique Ceniceros to the firm as Associate and Studio Leader in the San Diego and Los Angeles offices. He will oversee Science + Technology and Higher Education projects in Southern California. With 27 years of experience, his extensive portfolio has established him as an expert in his field.

Director of Field Operations

Pacific Building Group continues to build its roster of experienced local construction professionals with the addition of Matt Baroni as director of field operations. Named 2015 and 2017 San Diego County Superintendent of the Year by Associated Subcontractors Alliance, Baroni is helping manage PBG’s projects, including Portside Pier and NuVasive. Baroni’s responsibilities include ensuring projects are on schedule and on budget; maintaining a safe work environment; mentoring and supporting the team; and aligning team members with the jobs best suited to their skill sets. Baroni’s expertise complements the company’s core services of ground-up construction and tenant improvements across various markets.


Blair Search Partners (BSP) is pleased to announce Sarah Thompson has joined the team earlier this month as Director. Working closely with Founder Trevor Blair, Sarah will manage executive search and recruiting engagements for the firm’s nonprofit clients in the San Diego area. Sarah brings 16 years of nonprofit sector experience to the firm, serving in workforce development, leadership programs and youth programs. She most recently served as the Executive Director of the Eric Paredes Save A Life Foundation, an organization providing free heart screenings for teens in San Diego. Sarah’s prior leadership roles include Program Director for Athena San Diego and Director of Community Relations for the San Diego Workforce Partnership. “I’m excited to join Trevor and the team at Blair Search Partners,” shared Thompson, “The firm’s mission of building and retaining San Diego’s talent base is really inspiring, and I’m thrilled to play a role in connecting local nonprofit organizations with great talent.” Sarah’s community engagement includes her current role as Chair of the United Way of San Diego County’s Women’s Leadership Council and LEAD San Diego. She is also a nominee for the San Diego NEXT Top Business Leaders Under 40. Blair Search Partners is a retained executive search and recruiting firm, serving nonprofit and public-sector clients in San Diego and Orange Counties. BSP manages search engagements at all levels, including c-suite, director, manager, and program/staff levels. For more information about Blair Search Partners, please visit

July 9, 2018

Investment Analyst

SAN DIEGO (June 28, 2018) – Casey Allred recently joined NorthMarq Capital as an analyst for the San Diego offic Casey’s responsibilities include originating real estate financing for apartments and commercial properties, underwriting, due diligence, and assisting the production team. Prior to joining NorthMarq, Casey worked on the acquisitions team at Realty Income Corporation where he underwrote over $3 billion in transactions and assisted in the closing of over $1 billion in retail and industrial properties.
Allred graduated from Southern Methodist University in 2008 with a B.S. in Financial Economics. “I am very pleased to have Casey join our outstanding team,” said Eric Flyckt, managing director of the San Diego Office. Our clients and colleagues will benefit from his industry experience, analytical skills and business relationships.” About NorthMarq Capital NorthMarq Capital, the largest privately held commercial real estate financial intermediary in the U.S, provides debt, equity and commercial loan servicing through offices across the U.S. As a leader in capital solutions through long-term relationships with life companies, CMBS platforms and local, regional and national banks, the company also has a long track record of multifamily loan origination through Freddie Mac, Fannie Mae and FHA/HUD. The company services a loan portfolio of more than $52 billion and has over 300 loan origination experts in regional offices coast-to-coast. For more information please visit

Senior Vice President and Director of Development

John R. Couvillion has joined Murphy Development Company (MDC) as senior vice president and director of development. He will be responsible for overseeing the development process at all MDC projects from acquisition and construction through leasing or disposition, as well as analysis of new development opportunities. Couvillion is a real estate development executive who has entitled and developed more than 2.5 million square feet of office and industrial properties and entitled thousands of residences during his 30+-year career. Most recently, he served as vice president of development for Badiee Development, involved with the acquisition, entitlement and design of six industrial properties totaling 420,000 square feet in North County. In 2011 he established Integritas Holdings LLC. and served as Stone Brewing Company’s real estate development and construction liaison for the recent development of its 55,000-square-foot Packaging Hall in Escondido and newest restaurant, Stone Brewing World Bistro & Gardens in Liberty Station. Earlier, Couvillion was director of development for JRMC Real Estate, Inc., a commercial real estate development company specializing in government entitlement processing, land development and commercial construction management of company-owned assets.
He has also served as regional director/vice president of the Southern California region for Brandywine Realty Trust (formerly Prentiss Properties) and as vice president of development for Newport National Corporation of Carlsbad. Couvillion earned a bachelor’s degree in Real Estate Finance from the California State University, Fullerton. He is a member and former board member of NAIOP and a member of the Building Industry Association of Southern California.

July 2, 2018

Regional Sales Director

As Regional Sales Director, Rachael Chesley is responsible for Purchasing Power’s strategic sales efforts directed toward benefit brokers and their employer clients. Chesley will focus her sales activity in Southern California, Arizona, Colorado, Utah, New Mexico and the southern half of Nevada. She is charged with building new broker segments to generate lasting business relationships.

Senior Project Manager

Sami Khoury, AIA, has joined RJC | Steinberg Hart, a leading full-service architecture firm, as a Senior Project Manager. As a seasoned architect and project manager, he brings extensive experience managing designs from concept and master planning to implementation for diversified projects across mixed-use, civic, higher education, and hospitality markets.

June 25, 2018




Private Bankers
City National Bank, California’s Premier Private and Business Bank®, has hired Karen Bjorn and Rick Engbrecht, both highly regarded qualified private banking professionals, as private bankers in its Private Banking Division in San Diego. Bjorn and Engbrecht, along with their families, are longtime residents of San Diego County, and have combined experience of more than 43 years in the financial services industry. Bjorn joined City National from Wells Fargo Bank where she served as vice president and senior private banker for 12 years. During her more than 25 years of experience in the banking industry, she has also worked for Palm Desert National Bank, First Community Bank, FirstBank NA, and Foothill Independent Bank. Bjorn is a graduate of California State University, San Bernardino, where she earned a Bachelor of Science degree in Business Administration. She also earned an Associates degree in Business Administration from the College of the Desert in Palm Desert, California. She currently holds securities licenses including Series 7 and 66 licenses as well as a Life Insurance license. Engbrecht joined City National from Union Bank where he served as a private banker for nine years. During his more than 18 years of banking experience, Engbrecht also worked for Merrill Lynch, MetLife and Wells Fargo Bank. Engbrecht is a graduate of San Diego State University where he earned a Bachelor of Science degree in Economics. He also holds securities licenses including Series 7 and 66 as well as his Life Insurance license.

June 18, 2018

Vice President of New Product Planning & Innovation

Coolpad has announced John Choi, a proven leader in smartphones, wearables and IoT, as Vice President of New Product Planning & Innovation for Coolpad Technologies, Inc. in North America, where he is responsible for directing the company’s IoT, Wearables and AI product planning and innovation initiatives from concept through to market launch.

June 11, 2018





Senior Managers

RSM US LLP – the nation’s leading provider of audit, tax, and consulting services focused on the middle market – is pleased to welcome three senior managers to its San Diego practice.

Justin Fiore is a technical accounting consultant helping clients resolve challenging accounting and financial reporting issues that arise from unique, complex transactions, including business combinations, convertible debt and equity transactions, and foreign currency translation adjustments. Justin also assists clients with the implementation of new accounting standards, including the new Revenue (ASC 606) and Leasing (ASC 842) standards. He serves clients nationwide in the technology, software, life sciences, consumer products and industrial products sectors.

Edward Robles serves clients through coordinating global tax service delivery for US-based multinational corporations and foreign-headquartered companies with significant US operations. He has significant experience with ASC 740, including assisting with the purchase accounting, reviewing and preparing multi-national tax provisions, and analyzing uncertain tax positions. Edward predominantly works with companies in the biotech, life sciences, technology, and SaaS sectors.

Talmage Zaugg advises domestic and multinational public and private companies on issues and opportunities related to federal, state and cross-border taxation, including entity selection, federal and state tax incentives, intellectual property planning, global restructuring, cash repatriation, Subpart F, earnings and profits, and tax credit planning. He has worked with companies in a wide range of industries, including technology and software, manufacturing, consumer products, restaurants, biotech and life sciences.

“We are delighted to have Justin, Edward, and Talmage aboard and are confident that their leadership and experience will make an excellent addition to our team and our firm’s ability to add value for our clients,” said Jerry Varga, San Diego Office Managing Partner.

About RSM US LLP-- RSM’s purpose is to deliver the power of being understood to our clients, colleagues, and communities through world-class audit, tax, and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment. RSM US LLP is the US member of RSM International, a global network of independent audit, tax, and consulting firms with more than 43,000 people in over 120 countries.
For more information, visit


PwC is pleased to announce that Kristen Conner has been elevated to partner. Kristen has been with the firm for 20 years and is in the Assurance practice in Real Estate – Asset Management with a focus on serving real estate companies with their accounting and financial reporting needs. Kristen holds a BS from California State University San Marcos.


PwC is pleased to announce that Joshua Smith has been elevated to partner. Joshua has been with the firm for 11 years and he is in the Federal Tax practice working with a wide range of companies from start-ups to Fortune 50. He holds a BS in Finance from Siena College.



Portfolio Management Associate

Dowling & Yahnke, LLC, a wealth advisory firm managing over $3.5 billion of assets for more than 1,000 clients, is proud to announce the addition of three new professionals: Kelly Feldmann, Peggy Kahn, and Hope Carlson.

Kelly and Peggy have joined Dowling & Yahnke as Financial Planners, providing clients with tailored financial planning strategies including financial goals analysis, estate planning, education planning, tax efficiencies, college savings, social security, and executive compensation.
Kelly holds a Master of Business Administration (MBA) from San Diego State University. She completed her undergraduate work in Finance at San Diego State University. Born and raised in New Mexico, Kelly moved to San Diego in 2005.

Peggy holds an Executive Certificate in Advanced Financial Planning from San Diego State University. She completed her undergraduate work in Business Administration at California State University San Marcos graduating cum laude. Originally from Minnesota, Peggy moved to San Diego in 1997.

Hope Carlson joined Dowling & Yahnke as a Portfolio Management Associate. Prior to Dowling & Yahnke, Hope spent six years as the Chief Development Officer for the San Diego Museum of Man. In addition, she has served as the Interim Executive Director for the San Diego Civic Youth Ballet and spent four years as a strategy consultant with the Boston Consulting Group. Hope holds a Master of Business Administration (MBA) from Harvard Business School where she was a Baker Scholar, graduating in the top 5% of her class. She earned her Bachelor of Arts in Economics at the University of Virginia.

Right of Way Project Manager

Associate Engineer


TSAC Engineering, a Civil Engineering, Land Surveying, Right of Way Acquisition, and Construction Management firm is pleased to announce the hiring of Peter McMorris and Brian Saltzman.

Peter McMorris, SR/WA, R/W-NAC has joined TSAC Engineering as a Right of Way Project Manager. McMorris has over 25 years of experience in right of way acquisition, negotiation and project management at San Diego Gas & Electric and Caltrans. At SDG&E, McMorris was a Principal Right of Way Agent for the Sunrise Powerlink – 117 miles of new Right of Way for a 500kV transmission corridor. Other projects include: Right of Way Project Management and Acquisition Agent for the Wood-to-Steel Replacement Project in the Cleveland National Forest, the 14-Mile East County Substation Transmission Tie Line 13844, the Otay-Metro Powerloop and Silvergate Substation. McMorris was responsible for the acquisition of land rights for several projects including complex fee acquisitions involving residential and business displacement/relocation, loss of business goodwill valuation, and eminent domain support. McMorris has a BA from San Diego State University in Sociology, Political Science and History and a J.D. from California Western School of Law in San Diego.

Brian Saltzman, P.E., Q.S.D has joined TSAC Engineering as an Associate Engineer. With ten years of extensive land development and Project Management experience, he will lead a design team working on projects with the SDG&E Civil Structural Engineering Department. Saltzman is an expert in storm water management, particularly on constrained sites requiring specialized treatment facilities. His grading and storm water experience includes work with the military, public parks, hospitals, education, commercial developments and churches. Saltzman has degrees in Civil Engineering from the University of Illinois and in Biology from UC Davis. Saltzman is a licensed Civil Engineer in the State of California. Prior to pursuing his career in Civil Engineering, he worked for a private military contractor training dolphins for mine hunting and enemy swimmer detection. TSAC Engineering is a team of experienced professionals whose passion is addressing complex challenges with innovative solutions. We are dedicated to providing exceptional service to our clients.

Chief Operating Officer

Chief Technology Officer


Benefunder has announced that Silicon Valley veterans, Rocky Vienna and Peter Zadrozny, have joined the Benefunder executive team as Chief Operating Officer and Chief Technology Officer.

Leading Benefunder’s business operations, growth strategy, and expense management, Vienna has over 30 years of experience in technology and business operations and has held both CIO and COO positions. Rocky has been responsible for international technology operations in Europe, Asia, and Mexico with companies including Bank of America, Apple Computer, Macromedia, and KIO Networks.

As CTO, Zadrozny is responsible for Benefunder’s technology strategy, architecture and delivery. Peter’s global technology background in the US, Europe, Middle East, Africa and Latin America, includes executive and technical roles in companies including Oracle, Macromedia, BEA Systems, McKesson, Electronic Data Systems, and Sun Microsystems. “As Benefunder looks to distribute access to its broad range of world leading experts and causes through philanthropic and wealth management channels, bringing Peter and Rocky on board is a key step toward delivering on the promise of the Benefunder platform.” said Christian Braemer, CEO and co-founder of Benefunder. He added; “As we continue to develop partnerships with donor advised fund administrators, private foundations, and wealth management firms, we need enterprise level tools for our stakeholders. Rocky and Peter have the experience and acumen to take the platform to the next level.”

“Philanthropy has long been the engine of research and innovation.” said Rocky Vienna, COO of Benefunder. “The same philanthropist that funds research is often the seed investment to bring that research to market. In Benefunder we are creating a very efficient Lab-to-Market path.”

“Research in science and humanities is a key step for any successful innovation,” said Peter Zadrozny, CTO of Benefunder. “Being able to optimize this as part of the philanthropic process will effectively increase the impact and reach of a donors gift.”

Reinventing the philanthropic user experience is no small endeavor. We envision a world where donors have access to world leading experts that are innovating in the fields they care most about, providing an efficient funding mechanism, and fueling the big breakthroughs of tomorrow.

About Benefunder-- We believe in the power of research-based philanthropy to change the world and we have reinvented the philanthropic experience so more of your gift is directed to the impact causes that mean the most to you. For information, visit: Contact:,
(858) 215-1136.

June 4, 2018

Consulting Supervisor

RSM US LLP – the nation’s leading provider of audit, tax and consulting services focused on the middle market – congratulates Kyle Mandala, a consulting supervisor in our San Diego office, for being named one of Consulting magazine’s Rising Stars of the Profession for 2018, in the category of Information Technology. The annual list honors 35 consultants under the age of 35 who have distinguished themselves in the profession through a multitude of accomplishments. “We are proud of Kyle for receiving this recognition,” said Brian Becker, national consulting leader. “Through his unwavering determination and dedication, such as with his involvement in the creation and expansion of the technical training program for college hires in the West region, it’s clear that Kyle demonstrates the characteristics of a ‘rising star’ and possesses the necessary skills to be a trusted advisor to our clients.” “Kyle couldn’t be more deserving of this honor, given his commitment to excellence, hard work, client service and his great attitude,” said JuliAn Coy, West region NetSuite practice leader. “His clients are often delighted with his deliverables and engage him as a trusted NetSuite advisor. Kyle not only does his part on the team as a consultant, but always does a little bit more, and the team knows they can depend on him.” RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. For more information, visit

Executive Director

Janet Francis, CFRE has joined the EastLake Educational Foundation as their new Executive Director. She brings 27-years of nonprofit leadership to her new role, most recently serving as the Executive Director at the Coronado Historical Association. Francis will help guide the EEF to pivot and re-innovate itself for the next stage of strategic growth and impact — to expand technology and STEAM programs in public schools. Since its inception in 1995, EEF has raised over $2,000,000 to fund technology and innovation in our public schools. The EEF serves over 8,000 kids in EastLake, a community in Eastern Chula Vista, CA.

May 21, 2018

Business Development Executive

Moss Adams is pleased to announce that Tom McCadden has accepted the role of Business Development Executive for our San Diego Office. Tom brings deep industry knowledge and experience to the firm, with an extensive business and sales background. He has worked directly with several hundred C-level executives throughout Southern California. With his strong connections in the San Diego business community and deep understanding of the key business challenges facing our clients, we are excited to have Tom on board. Tom can be reached at (858) 627-5552 or


David Gonzalez, PE, SE has returned to Degenkolb Engineers as principal in the San Diego office. Gonzalez was previously a principal engineer with San Diego firm Reid Middleton, Inc., and prior to that, principal and group director for Degenkolb’s Seattle office. He will focus on the forensics and federal markets.

May 14, 2018


Scott Biel has joined Solomon Ward Seidenwurm & Smith, LLP as a partner in the firm’s real estate department. With more 25 years of broad commercial real estate experience, his practice focuses on commercial lease transactions and lease-related issues, particularly involving research and development (R&D) and manufacturing facilities of technology-based companies. He represents both landlords and tenants of office, medical, retail, industrial and mixed-use projects, including several Fortune 500 companies.


David Gonzalez, PE, SE has returned to Degenkolb Engineers as principal in the San Diego office. Gonzalez was previously a principal engineer with San Diego firm Reid Middleton, Inc., and prior to that, principal and group director for Degenkolb’s Seattle office. He will focus on the forensics and federal markets.

April 23, 2018

Marketing Principal

Chris Lamberth is the new marketing principal for HOK’s Los Angeles studio. He is dedicated to expanding the office’s client base and developing new business. Lamberth was previously director of business development for HOK’s global Sports + Recreation + Entertainment practice. Lamberth will continue to collaborate with HOK leaders to serve clients across markets in southern California and Arizona.

Managing Principal

HOK has named Anne Fletcher, AIA, LEED AP, as managing principal of its Los Angeles office. She is responsible for the strategic direction and overall performance of the practice. Fletcher was previously a senior project manager in HOK’s New York office. Fletcher will continue to collaborate with HOK leaders to serve clients across markets in southern California and Arizona.

April 9, 2018

Senior Vice President and Senior Portfolio Manager

Tom Fisher, formerly with Wells Fargo Private Bank in San Diego, has joined the Wealth Management team at Montecito Bank & Trust in Santa Barbara, California as senior vice president and senior portfolio manager. He will continue to serve his Southern California clients, but is also excited about the opportunity to return to his hometown after more than 20 years in the San Diego area. Fisher brings over 30 years of investment management experience and most recently managed over $800 million in assets for individuals, families, private foundations and other charitable organizations. With deep roots in the banking industry and a passion for exceptional service, Fisher is a highly distinguished portfolio manager with a focused and knowledgeable approach to providing his clients with objective investment advice and unparalleled results. Montecito Bank & Trust, an S Corporation, is the oldest and largest locally owned community bank in the Santa Barbara and Ventura counties. Founded in 1975, the bank celebrates its 43nd anniversary on March 17, 2018 and operates 11 branch offices in Santa Barbara, Goleta, Solvang, Montecito, Carpinteria, Ventura, Camarillo and Westlake Village. Awarded the 2017 Bank of the Year by Western Independent Bankers, the bank offers a variety of competitive deposit and lending solutions for businesses and consumers. Its Wealth Management Division provides comprehensive trust services and full investment management for all branch office markets.

March 26, 2018


Stephen T. Toohill has joined Solomon Ward Seidenwurm & Smith, LLP as a partner in the firm’s real estate department. Previously a partner at Dentons, he has 30 years of broad commercial real estate experience with a focus on the representation of commercial, retail, hospitality, industrial and biotech developers, owners and tenants, in acquisition, development, leasing and sale of improved and unimproved property.


Del Lewis to lead 2018 Holiday Bowl push

Del Lewis has been elected president of the 2018 San Diego Bowl Game Association by the nonprofit organization’s board of directors. He succeeds Marlee J Ehrenfeld. “I am honored to be at the helm of this outstanding civic-minded organization in 2018,” Lewis said. “I have thoroughly enjoyed every minute of my involvement with the Holiday Bowl. I think Bowl Week is one of the most exciting and fun-filled weeks of the year here in San Diego.” The association’s signature event, the San Diego County Credit Union Holiday Bowl, celebrates its 41st anniversary this year. Lewis is a graduate of The United States Merchant Marine Academy. He holds a U.S. Coast Guard Merchant Mariner’s license and held the rank of Lieutenant Commander in the U.S. Naval Reserve before honorably resigning his commission. He has served on several non-profit boards, including Hospice of the North Coast, the San Diego Chapter of the March of Dimes and currently as an officer on the Conscious Capitalism San Diego board of directors. Through the company he founded, TriClare Business Holdings, Inc. (TriClare), Lewis builds privately held businesses by partnering with entrepreneurs to create profitable business systems. TriClare invests, and/or raises capital and provides various business resources focused around business operations and corporate finance.

March 19, 2018

Senior Workplace Director

Elif Tinney, NCIDQ, IIDA, LEED AP has joined Gensler, the leading global design firm, as Senior Workplace Director. With more than 17 years of experience, Tinney will work with office leadership to drive growth for the interiors team, enhancing the design dialogue along with a focus on client development.

March 12, 2018


Ann Buckingham has been elected a partner of Latham & Watkins in San Diego. A member of the Mergers & Acquisitions Practice, her practice focuses on M&A and joint venture transactions, as well as LLC structures, debt and equity offerings, technology transactions, and general public company representation across industry sectors.


James I. Mann has been elected a partner of Latham & Watkins in San Diego. A member of the Real Estate Practice, he advises clients on a range of real estate transactions, including acquisitions, dispositions, joint ventures, and development and financing transactions for all property types and a range of projects. 

March 5, 2018

Wilson Hassig
Chief Development Officer

Promises2Kids is pleased to announce the promotion of Emily Wilson Hassig to Chief Development Officer. Hassig comes to the organization with more than eight years of development experience and has been serving as the Director of Major Gifts for Promises. Prior to joining Promises2Kids, Hassig oversaw fundraising initiatives at two Scripps Health hospitals – Scripps Memorial Hospital Encinitas and Scripps Mercy Hospital. “Education and support are the biggest gifts that we can give to our children, because they are the future of our society. It is something that the entire community should make a priority. The programming and services that Promises2Kids provides to the foster youth in San Diego County helps ensure their growth and success in life and I am proud to lead the efforts to make this possible,” said Hassig. Promises2Kids creates a brighter future for foster children in San Diego County. From the moment they come into foster care and through to adulthood, Promises2Kids provides the hope, support, and opportunities these special individuals need to change their lives for the better… now and for years to come. Our programs include the A.B. and Jessie Polinsky Children’s Center, Camp Connect, Foster Funds, and Guardian Scholars. These programs assist Promises2Kids in its mission to create a brighter future for foster youth®. To learn more about Promises2Kids, please visit


Bessolo Haworth, a leading West Coast accounting, tax and business-advisory firm, has promoted a new partner of the firm effective January 1, 2018. Chris Laug, CPA has been a tax and assurance professional with Bessolo Haworth since 2008, working with major corporate clients, high net worth individuals and family groups. The announcement was made by John Bessolo, partner and co-founder of Bessolo Haworth.

Client Relationship Manager

TAG Family CFO is proud to announce that Margo Whitchurch has been promoted to Client Relationship Manager. She will oversee a team of accountants to provide personal financial reporting and bill pay services to the high-net-worth. Working in partnership with trusted advisors, TAG delivers a holistic view of assets and financial holdings.

February 26, 2018


Randal Lejuwaan has joined Troutman Sanders’ Real Estate practice as a partner in the law firm’s San Diego office. Lejuwaan focuses on real property acquisitions, dispositions, leasing and development on behalf of shopping center developers, owners and retailers. He is also a California Real Estate Broker.

February 5, 2018

Vice President Risk Management & General Counsel

Mary Miller an R.N. and 15 years working as an attorney in the long-term care industry. Mary has also spent 10 years as a litigator defending care providers across California.

Executive Vice President for Business Development

Bob Maxwell recently joined Layton Construction as Executive Vice President for Business Development in Southern California. Maxwell will use his construction expertise and experience to expand opportunities for Layton Construction within California, focusing on the Los Angeles, Irvine and San Diego areas. More info can be found at


Lisa Ritchie has been elected president of the Association of Fundraising Professionals, San Diego, part of the largest global network stimulating greater philanthropy and positive social change. Vice president with Netzel Grigsby Associates, inc., Ritchie has 28 years of experience working with nonprofits throughout San Diego and the western U.S. A Certified Fundraising Executive (CFRE) with an M.A. in Organizational Management and a B.A. from Scripps College, Ritchie previously worked at Rady Children’s Hospital, Scripps Hospitals, and the Jewish Federation. Her awards include American Society of Safety Engineers’ Speaker of the Year and Society of Professional Journalists’ Distinguished Service Award. Quarterly AFP Learning Labs will be offered this year in collaboration with Sharp HealthCare; University of San Diego and North County Philanthropy Council; and San Diego Zoo Global. Each 2-3 hour intensive session will address compelling topics to improve philanthropic results for many of the region’s 10,000 nonprofits and the region, by equipping development professionals, nonprofit executives, board members, and others with fundraising best practices and the most current tools and approaches for success. Ritchie has served on AFP’s Board of Directors as an Officer, Vice President of Resource Development, and Vice President of Community Relations. In her work at Netzel Grigsby, she has provided counsel in planning, management, and fundraising to many local nonprofits including: Boys & Girls Clubs of San Diego, Chicano Federation, Flying Leatherneck Historical Foundation, Hope Village Chesed Home, Hubbs-SeaWorld Research Institute, La Jolla Country Day School, Neighborhood Healthcare, Imperial Valley Food Bank, Mission San Luis Rey Parish, and Sanford Burnham Medical Research Institute.

Economic Development
President & CEO

The Downtown San Diego Partnership is proud to announce Betsy Brennan as its new President and CEO. A New York native, Brennan returns to San Diego as a respected and innovative leader with vast experience in business and economic development, quality of life initiatives, public relations, marketing, fundraising, and political advocacy.
Brennan was selected through an extensive national search, led by San Diego’s Blair Search Partners. “The CEO selection process was robust,” said Craig Benedetto, Chairman of the Downtown San Diego Partnership Board of Directors. “With more than 400 applicants, the committee worked hard to find the candidate who could best lead the Partnership into the future. Betsy really stood out and had all the pieces we were looking for. We couldn’t be more excited about her becoming our new leader and helping us take the organization to the next level.” A friend and colleague to many in San Diego, Brennan obtained her Juris Doctor, with a specialization in land use, at USD. Her prior roles include Chief of Staff for then Council President Scott Peters, as well as Chief of Staff to former SDSU President Stephen Weber. Most recently, Brennan served as VP of Development and Stewardship for the Coastal Community Foundation of South Carolina. Brennan will begin her position in late February and will be formally introduced as President and CEO at the Downtown Partnership’s Installation Dinner at the Hilton San Diego Bayfront Hotel on March 1st. Please visit and for more information.

President & CEO

The Board and Staff at Voices for Children are pleased to announce the appointment of John Valencia as President & CEO. Founded in 1980, Voices for Children (VFC) transforms the lives of abused and neglected children in foster care in San Diego and Riverside Counties by providing them with trained volunteer Court Appointed Special Advocates (CASAs). Last year, VFC CASAs and staff served more than 3,400 foster children across San Diego and Riverside Counties. John Valencia has two decades of senior nonprofit management experience in the areas of higher education, youth mobilization, and environmental sustainability. Most recently, he served as the Vice Chancellor, Workforce and Organizational Development for Grossmont-Cuyamaca Community College District, where he led a team of 180 employees and oversaw a $50 million budget. He is a passionate advocate for foster youth, and has been integral in helping them pursue their education during his time with the Community College District. “I am honored to be joining such an exceptional organization as Voices for Children,” said Valencia. “The Board has a clear vision for VFC’s continued success, and I look forward to working with the staff, volunteers, donors, and community partners who make this vital program possible for our youth.” Valencia was selected through an extensive national search engagement, led by Blair Search Partners of San Diego. Valencia will officially assume the position on February 13, 2018 and will report directly to the Board of Directors. Please visit and for more information.

January 22, 2018

Broker and Owner

William Neumann, health insurance broker and owner of Neumann Insurance Agency in San Diego, has been selected by UnitedHealthcare to serve on the AARP Services Inc. (ASI) Agent Advisory Council, a forum established to gather information to help enhance the products and services that benefit AARP members. Neumann is Honorary Chair of the council and one of only 12 health insurance agents nationwide selected to serve on this volunteer council. He was selected for the ASI Agent Advisory Council based on his commitment to serving AARP members, knowledge of Medicare and knowledge of the San Diego community.

Regional Manager

Psomas has appointed Agustin Chang as a principal of the firm. Regional manager in the firm’s San Diego office, Chang has made significant contributions in the field of engineering during his 40-year career, providing leadership on transportation public works projects for Psomas clients across Southern California.

January 15, 2018

Senior Vice President and Regional Manager

City National Bank, California’s Premier Private and Business Bank®, has hired David Ohanian as senior vice president and regional manager for the Private Banking Division in Orange County and San Diego. Ohanian joins City National with over 21 years of experience in the banking and finance industry. In his new role with City National, Ohanian will be responsible for managing the Private Banking offices in both Orange County and San Diego. Ohanian and his highly skilled Private Banking team provides tailored solutions for high-net-worth families, business owners, corporate executives, as well as professionals and their firms, challenging and solving for their unique goals and objectives. He and his colleagues also work closely with other areas of the bank to deliver an unparalled experience, including Personal and Business Banking’s 11 branches throughout Orange County and San Diego, Commercial Banking, and Real Estate Banking. Ohanian served as managing director for Union Bank’s Private Bank in San Diego prior to joining City National. During his career, Ohanian has also worked for Comerica, Bank of America, and Morgan Stanley. Ohanian graduated Cum Laude from California State University Fresno, where he majored in Biology. His graduate studies include the University of Pennsylvania, Wharton and National University MBA programs. He is also FINRA licensed.
Ohanian is actively involved in the community serving as a current board member of The Old Globe Theatre in San Diego. He is a past board member of Metro San Diego YMCA and the San Diego Chamber of Commerce.

Chief Estimator

The Raymond Group, a commercial subcontractor, congratulates Jeff Lacourciere on his promotion to Chief Estimator of its San Diego region. Jeff has 22 years of experience in the industry and detailed construction knowledge. Raymond is confident in his ability to lead the estimating department and drive sales for the division.

December 18, 2017

Van Leeuwen
Design Director

Gensler has promoted Garrett Van Leeuwen to Design Director in the firm’s San Diego office. In his role as a Design Director, Garrett Van Leeuwen is responsible for advancing Gensler’s mission of design excellence and innovation.

December 11, 2017

Chief Technology and Strategy Officer

Accumen Inc., a leading healthcare performance delivery partner headquartered in San Diego, is pleased to announce the hiring of Tom Fountain as their Chief Technology and Strategy Officer. In this capacity, he leads the company’s Technology and Corporate Strategy, working to align Accumen’s Technology™ solutions, including Accumen Performance Suite™, with hospital and health system laboratory partners, to help deliver better quality of care with greater speed and efficiency. Mr. Fountain brings nearly 30 years of experience to Accumen, a company focused on creating high performing laboratories in health systems nationwide by improving quality, reducing cost, and enhancing patient care.

Senior Project Manager

Carol Lanham has joined Kitchell as Senior Project Manager. Her 30 years of experience includes planning and design of construction projects for large government institutions. She is the president of the American Institute of Architects (Pasadena and Foothills chapter),is a LEED Accredited Professional, and Registered Architect.

Senior Manager

RiSK Opportunities, Inc, ( an industry leader specializing in providing a broad range of IT and Business Process Advisory Services, is pleased to announce the promotion of Paulam Vakil as their newest Senior Manager. Paulam specializes in IT-risk strategy definition, assessment and execution for various compliance and regulatory requirements (e.g., SOX, PCI, ISO). Paulam’s role includes a blend of client management and business development for the firm. Along with ten years of experience with organizations like LPL Financial and Deloitte, Paulam also received his MBA and holds various industry-relevant certifications (e.g., CISA, PMP). Paulam can be reached at

November 20, 2017

Director of Financial Planning

Dowling & Yahnke, LLC, a wealth advisory firm managing over $3.5 billion for more than 1,000 clients, is proud to announce that Tracy Burgett has been promoted to Director of Financial Planning. Tracy joined Dowling & Yahnke in 2014 as a Financial Planner. Tracy also plays an integral role in the firm’s Marketing and Compliance Committees.

November 13, 2017

Board Chair

The Jacobs & Cushman San Diego Food Bank’s CEO, James Floros, was elected Board Chair of the California Association of Food Banks. Through the CAFB’s 41 food banks, a network of more than 6,000 nonprofit partner agencies with feeding programs including food pantries, shelters, soup kitchens, after-school programs, community and low-income senior centers receive and distribute food to individuals and families in need across the state. Since being appointed CEO of the San Diego Food Bank, Floros has presided over a major expansion of Food Bank programs, cutting-edge facility improvements, and an increase in the number of people served by the Food Bank every month from 320,000 to 370,000. In 2015, Floros led the San Diego Food Bank’s acquisition of the North County Food Bank which has since doubled the amount of food distributed to North County communities and increased its distribution to thousands more families in need. In 2016, Floros received the Nonprofit CEO of the Year Award from the San Diego Business Journal. And he currently serves as Vice President of the County of San Diego Social Services Advisory Board Floros will lead the Board of Directors in maintaining oversight of CAFB’s financials and operations and will represent the body at the state and federal level.

Tax Partner

BDO USA, LLP, one of the nation’s leading accounting and advisory organizations, announced that Kris George has joined as a tax partner in the San Diego office. In this role, Mr. George will be responsible for managing client and prospect relationships for the firm and providing support to other west region offices. “Kris is a perfect fit for the San Diego office,” said Hoon Lee, Regional Tax Managing Partner. “He is a seasoned professional with a deep understanding of complex tax issues and has extensive experience providing tax services to companies in varying stages of the development spectrum from early stage start-ups to large, multi-national public companies.” Mr. George joins BDO with nearly 20 years of tax and accounting experience in both public accounting and private industry. He has served or worked for a variety of companies in the life science, technology, manufacturing, consumer business, and government contractor industries. His experience includes advising companies on mergers, acquisitions and re-organizations, performance of tax due diligence, assistance with accounting for income taxes (ASC 740), cash tax planning including assessment of income tax accounting methods, facilitating international tax planning strategies, and other multinational tax issues. Kris earned a Juris Doctorate from the University of San Diego School of Law, a BS, Accounting from California Lutheran University and is a member of The American Institute of CPAs.

SaaS Sales
Customer Success and Business Development

Jared Norris joins Chatmeter from Medallia, with more than 10 years’ experience in SaaS Sales and Operations. Jared oversees Chatmeter’s Customer Success and Business Development teams. He is responsible for driving scalability as Chatmeter grows, and helps client organizations increase their revenue and CX through online presence analysis.


Vice President

CBSI is pleased to welcome Sara Suter as our new Vice President overseeing operations and strategic planning. Sara has over 20 years of experience with creating fiscal controls, project management, human resources, procurement and contracts with the last 15 years in higher education overseeing $30 million in state funding.

October 16, 2017

Chief Marketing Officer

Medical Marijuana, Inc. (OTC: MJNA), known as a “Company of Firsts” including being the first publicly traded cannabis company, is a portfolio of companies which has made some very exciting recent hires including the addition of Stephen Jones as its Chief Marketing Officer. Jones brings nearly 20 years’ experience in the direct sales, finance, and international logistics industries to the MJNA family of companies and will help the company continue in supplying first-class products to MJNA’s many loyal customers around the world. Jones will be tasked with crafting and distributing MJNA’s branding message through management of marketing assets like the website (, social media pages, advertising channels, regional and national events, and product packaging. “Once in a generation you have an opportunity to join a team of people who are going to fundamentally change the world,” said Jones. “Joining the team at MJNA is a dream come true. I could not be more excited about the positive impacts that we are going to make in the lives of customers around the world.”

Managing Director

To further its goal of international expansion, Medical Marijuana, Inc. has recently added Alex Grapov as its International Vice President. Grapov has over 10 years’ experience in international business development and expansion. Prior to his new role, Russian-native Grapov served as Managing Director for European Operations and Senior Director of European Sales at two U.S. billion-dollar companies, driving annual sales exceeding $100 million. Grapov will be tasked with expanding the recently established portfolio brand Kannaway Europe, which is the first hemp lifestyle network to offer phyto-cannabinoid botanical products to a worldwide market. Grapov has worked intimately within the European market space and the company believes his background and strengths in sales strategy, product introductions, market expansion, leadership and field development will help ensure Kannaway’s® growth in Europe, the second fastest growth region in the world of direct sales.

Director of Customer Relations

Additionally, Medical Marijuana, Inc. has recently added a new Justin Stephens as its Director of Customer Relations. Stephens brings his previous experience as the European Operations Manager and then the Director of European sales and operations at a publicly held direct selling company to MJNA executive team. In these positions Justin was responsible for overseeing all European business operations and he will bring that knowledge and expertise with him to his new position as Director of Customer Relations at MJNA, especially as it expands through Europe beginning late this year.

October 9, 2017

EVP, Global Sales and Strategy

Branded Research Inc. announced today that Matt Fratturelli has officially joined the team as EVP, Global Sales and Strategy. Matt brings a wealth of experience to his new role with over 10 years in the market research industry. Matt will assume the responsibility of Branded’s global sales organization, partnership expansion, and mobile strategy.

Regional Vice President

Sunrise Management, which has specialized in managing multifamily properties since 1978, has added Danielle Munoz to its expanding California team as regional vice president. Munoz will be based in San Diego. Her responsibilities at Sunrise will include overseeing all property management functions for the firm’s rapidly growing Southern Calif. portfolio.

September 25. 2017

Vice President of Operations

Signature Analytics is pleased to appoint Mark Christy as VP of Operations. Mark brings with him an extensive background in consulting and client services. His experience in finance and operations will be the perfect addition to Signature Analytics to support our continued growth!

Vice President of Business Development

Signature Analytics appoints Betsy Lemaire as VP of Business Development. Betsy will focus on business development in San Diego. Betsy brings over 20 years of expertise and is thrilled to share our business model of outsourced accounting and finance with clients to help them achieve their goals!

Vice President

ACRE Investment Real Estate Services is pleased to announce the addition of industry veteran Dave Andrews to their San Diego team. He will join as Vice President in the Solana Beach office, and will focus on the procurement and disposition of multi-family investment properties throughout San Diego County. Andrews has been involved in the acquisition, disposition and financing of over $800 million in investment real estate. Prior to joining ACRE, Andrews was a top producer at Berkadia Real Estate Advisors / Hendricks & Partners for nearly 12 years. Additionally, he began his career at World Savings & Loan handling the origination of multi-family mortgages in San Diego County during his tenure.

Tax Director

CPA firm, RBTK, LLP, has promoted two accountants on its staff. Justin Byrne has been named Tax Director, while Natalie Elser has been promoted to the title of Tax Manager.  Their main responsibilities will include managing client tax returns and tax planning. “Justin and Natalie have definitely earned their promotions for the excellent work and leadership they have shown here, and their new roles will allow them to further excel as part of our commitment to our clients,” said managing partner, Kevin Brown.

Tax Manager

CPA firm, RBTK, LLP, has promoted two accountants on its staff. Justin Byrne has been named Tax Director, while Natalie Elser has been promoted to the title of Tax Manager. Their main responsibilities will include managing client tax returns and tax planning. “Justin and Natalie have definitely earned their promotions for the excellent work and leadership they have shown here, and their new roles will allow them to further excel as part of our commitment to our clients,” said managing partner, Kevin Brown.

September 18, 2017


Seltzer Caplan McMahon Vitek announces Arezoo Jamshidi has joined the firm’s litigation department as an associate representing individuals and businesses in a wide range of civil litigation and appellate matters. She received her J.D., cum laude, from the University of Baltimore School of Law and her B.A. in International Relations and Spanish from Berry College.

September 15, 2017

Chief Executive Officer

Oxeia Biopharmaceuticals, Inc. announces the appointment of Michael Wyand, DVM, PhD as Chief Executive Officer. Dr. Wyand will also join Oxeia’s Board of Directors. Dr. Wyand brings to Oxeia over 25 years of experience in biopharmaceuticals including general management, clinical development, and technical operations.

September 11, 2017

Managing Director

Stream Realty Partners (Stream) – a national real estate development, services and investment firm – is pleased to announce Bret Morriss as Managing Director of Stream’s new San Diego operation. Morriss will manage the company’s real estate services office, a team responsible for acquisitions, leasing, property management and development in the thriving San Diego market.

September 4, 2017

Regional Director of Health & Wellness

Alyssa Scholz, IIDA, NCIDQ, Assoc. AIA, has joined Gensler as Regional Director of Health & Wellness for the firm’s Southwest region. An industry expert in healthcare, Scholz brings over two decades of diversified experience delivering large scale projects in the hospitality, retail and workplace sectors.

Account Executive

The San Diego Business Journal has added Norma Bialas as an Account Executive in the advertising department. Norma is an accomplished media executive who most recently was associate publisher at Just Home Magazine in San Diego. Before that, she was sales manager and interim publisher at the Imperial Valley Press in El Centro and regional advertising coordinator with Cablemas in San Diego. She also served as a national sales manager for Diario Latino. She received her degree in business marketing from Cetys Universidad in Mexicali. In her new role, Norma was work with SDBJ clients in education, hotels, homebuilding, home improvement and retail. She and her husband are passionate fans of British Premier League soccer – Norma cheers for Liverpool, due to her love of the Beatles.

August 28, 2017

Loan Originator

iServe Residential Lending, LLC welcomes Seth Begley as a loan originator for the San Diego office. Seth will originate residential mortgage loans for iServe customers throughout the greater San Diego area. Seth comes to iServe following a successful 7-year stint at Bank of America. A native of Western Pennsylvania, Seth moved to San Diego 12 years ago.


Seltzer Caplan McMahon Vitek announces Casey O’Connell has joined the firm’s Estate Planning & Administration practice group as an associate focusing on estate, tax and multigeneration succession planning, charitable giving, retirement, trust and health care planning services. He received his J.D., magna cum laude, from California Western School of Law and his B.S. from the University of Colorado, Boulder’s Leeds School of Business.

August 14, 2017

Director of Human Resources

AleSmith Brewing Co. today announces the appointment of Susan Geyer as Director of Human Resources. Susan Geyer brings to the company more than thirty years of professional experience in human resources in sectors of higher education, banking, manufacturing and distribution.

Director of Supply Chain and Logistics

AleSmith Brewing Co. today announces the appointment of Pardip Johal as the company’s new Director of Supply Chain and Logistics. Pardip Johal brings to the company more than thirty years of professional experience working in procurement, warehousing, supply chain, and logistics.

Executive Vice President of Information Technology

Guild Mortgage has selected Gabe Minton as its first executive vice president of information technology. Minton will lead Guild’s technology information strategy, helping position the company for continued growth. He has more than 25 years of experience in leadership roles with mortgage and technology companies in a variety of settings, and specializes in strategy and execution, communications, software development and vendor relations.

August 7, 2017


Retrophin, Inc. is pleased to congratulate Steve Aselage, CEO, who has been named by PharmaVOICE magazine to the 2017 PharmaVOICE 100 – an award that recognizes the 100 Most Inspiring People in the life sciences industry. Steve has been acknowledged for his leadership during Retrophin’s remarkable period of growth in clinical and operational development as a result of the unwavering dedication of his team members. Retrophin is a San Diego-based, fully integrated biopharmaceutical company whose mission is to deliver life-changing therapies to people living with rare diseases who have few, if any, treatment options. Its lead pipeline candidates include sparsentan for FSGS, a serious kidney disorder, and fosmetpantotenate for PKAN, a life-threatening neurological disorder. With two potential first-in-class treatments in clinical trials, a robust commercial portfolio, and a stellar 150-member team, Retrophin continues to thrive and build upon a trajectory of success and sustainability in the rare disease community. To continue its positive momentum, the Company is currently expanding its footprint in San Diego by growing its local team and furthering its Research and Development efforts. PharmaVOICE 100 celebrates those in the life sciences industry who have inspired their peers, colleagues and companies through their innovative approaches and strong leadership.

Creative Strategist

Greenhaus has boosted its leadership roster with the addition of Pat Emerick as creative strategist, working as a creative lead, writer and strategy developer for new clients. For more than 20 years, Emerick has been one of the most sought-after freelancers in Southern California. His extensive experience with brands like Callaway Golf, TaylorMade Golf, Visit California, La Costa Resort & Spa, TopFlite Golf and countless others was a perfect fit as Greenhaus continues to build upon its successes and grow its roster of destination-based clients. When asked why the move after a long tenure as a freelancer, Emerick said “Greenhaus has been doing really smart, well-crafted work for a long time. I’ve always felt founder Craig Fuller had a great vision and is a bit of a Zen master, and I think the addition of Rob Petrie as creative director and Paul Whitbeck as managing director in the last year gave the agency a new level of possibility and potential. The chance to work with such a great group, along with the opportunity to be involved in creative and strategic decisions from the get go made for compelling reasons to come in house and join the agency”. By joining Greenhaus, Emerick not only adds depth to the agency’s destination marketing expertise, but it reunites him with former creative partner Mark Albertazzi, who along with Petrie, Whitbeck and four others on the agency team form a combined 75+ years of experience launching campaigns for some of the most revered brand names in the golf industry; a category the agency plans on placing greater focus on in the near future.

Vice President and Branch Manager

Jeff Barger has joined California Bank & Trust’s City Heights office as vice president and branch manager. A 27-year financial services veteran, Barger will oversee customer relationship management, business development and branch operations. Barger previously was vice president and branch manager at San Diego County Credit Union’s Rancho Peñasquitos office.

Director and Lead San Diego Assurance Practice

Ronny Mitchell, CPA has joined JGD & Associates as a Director and leader of the Firm’s San Diego Assurance Practice. Mr. Mitchell has over eleven years of experience in public accounting, working with both private and publicly held companies in a variety of industries, including life science, technology, not-for-profits and manufacturing and distribution. Mr. Mitchell worked approximately 7 years at a regional CPA Firm and most recently 4 years with Cohn Reznick, a national CPA Firm. Mr. Mitchell’s background includes strong involvement with mergers and acquisitions and other capital transactions. He has several years of experience working with growth-oriented companies in a variety of industries in both the private and public arena. He has significant experience with technical and regulatory matters as well as a diverse background in accounting techniques within different industries. Mr. Mitchell has worked with several organizations providing insight and recommendations for business operations, management services and improvements to internal controls. Mr. Mitchell has also worked with some of the most notable not-for-profit organizations in San Diego, including the YMCA of San Diego County; Neighborhood Housing Association; San Diego Habitat for Humanity; and the Zoological Society of San Diego. Mr. Mitchell has been able to utilize his experience with not-for-profit accounting issues and Uniform Guidance compliance to assist his clients with both technical and regulatory matters. Mr. Mitchell graduated from Bethany College where he received his Bachelor of Arts degree in Accounting. Mr. Mitchell had also held board seats for Sure Genomics Inc. and Boys and Girls Clubs of Carlsbad.

July 24, 2017


Rodrigo Moreira has been made a partner of Solomon Ward Seidenwurm & Smith, LLP. He holds nearly 10 years of experience advising and representing clients in the areas of corporate and business, real estate and construction law. He is fluent in Portuguese and Spanish.

Associate Attorney

Cordell & Cordell, the nation’s largest domestic litigation firm focusing on representing men in family law cases, hired Associate Attorney Athena S. Hwang. Ms. Hwang earned her Juris Doctor with a certification in Child, Elder, and Family Law from California Western School of Law and is licensed to practice in California


Seltzer Caplan McMahon Vitek announces Agustin Ceballos has joined the firm’s business department as an associate focusing on cross border tax and corporate matters, international estate planning, advising on tax reporting and compliance and tax controversy. Fluent in Spanish and English, Mr. Ceballos is licensed to practice law in California and Mexico.


Skyriver IT has appointed Rudy Michelon as COO/CFO. Michelon is a graduate of USC and CPA / Chartered Global Management Accountant. His career spans 27 years with various Fortune 500 organizations, Private Equity Portfolio Companies and Big 4 Accounting Firms. Following in the path of Siyamak Khorrami, CEO, Michelon brings the leadership insights of a Finance Executive and Customer of IT Services to Skyriver IT. Michelon has held senior positions including Director of Sempra Energy Mexico and CFO / COO of DuChateau. Michelon oversees all financial and operational matters for Skyriver IT. A Southern California native, he resides in Carlsbad.

Chief Academic Learning Officer

Dr. Andrew Shean, chief academic learning officer at Bridgepoint Education, was selected to participate in the Association of Chief Academic Officers (ACAO) Digital Fellows Program. Dr. Shean was among 32 senior campus leaders throughout the nation selected for the ACAO fellowship program.


Ben Haden, based in San Diego, CA, is now a Consultant for WK Advisors, a division of Witt/Kieffer. Haden’s search expertise is focused on mid-level executive placements within healthcare and higher education. Prior to joining Witt/Kieffer in 2015, Haden was an executive recruiter for University of California at San Diego, and a lead talent manager at Scripps Health. Haden earned his B.A. in International Studies from Southern Oregon University.

Board of Directors

Sommetrics, a company providing products and services to improve sleep quality, announces the addition of Wally McCloskey to its board of directors. McCloskey is a seasoned executive who brings a unique skillsets and creative initiatives to aid in accelerating Sommetrics’ growth as a leader in the sleep quality space. The company recently announced that its sleep apnea therapy system, aerSleepTM, received a Health Canada Medical Device License – allowing it to be marketed in Canada. “We are approaching a pivotal time in the company’s evolution and the additions of Wally and Cory will play a critical role in scaling our business,” said Richard Rose, M.D., chief executive officer, chief medical officer and board chair at Sommetrics. “Their experience will be invaluable to Sommetrics as our company makes the transition from research and development to a commercial business.”

Senior Vice President of Finance

Sommetrics, a company providing products and services to improve sleep quality, announces the appointment of Corbet "Cory" Lancaster as senior vice president of finance. Lancaster is a seasoned executive who brings a unique skillsets and creative initiatives to aid in accelerating Sommetrics’ growth as a leader in the sleep quality space. The company recently announced that its sleep apnea therapy system, aerSleepTM, received a Health Canada Medical Device License – allowing it to be marketed in Canada. “We are approaching a pivotal time in the company’s evolution and the additions of Wally and Cory will play a critical role in scaling our business,” said Richard Rose, M.D., chief executive officer, chief medical officer and board chair at Sommetrics. “Their experience will be invaluable to Sommetrics as our company makes the transition from research and development to a commercial business.”

July 17, 2017

Chief Development Officer

Feeding San Diego has named Michele Bart as its chief development officer. Bart was most recently senior director of development at the Scripps Institution of Oceanography and Birch Aquarium. Before that, she raised philanthropic support for HeadNorth, a nonprofit dedicated to helping individuals with a spinal cord injury, the Southern Arizona AIDS Foundation and the Alzheimer’s Association. Bart will lead Feeding San Diego’s development efforts in San Diego and nationally. Feeding San Diego describes itself as the leading hunger-relief organization in San Diego County. It provided 21.2 million meals within the last year and is the only Feeding America affiliate in the region.

General Manager

We’re happy to share Rancho Bernardo Inn is pleased to announce the appointment of Jamie Lemon to General Manager of the luxury golf resort and spa in North San Diego. With nearly 20 years of extensive knowledge and expertise in the hospitality industry, Lemon will be leading the award-winning property set amid rolling hills and the award-winning Rancho Bernardo Inn Golf Course.

Board Member

The New Children’s Museum in the heart of San Diego’s Marina District, is expanding its leadership team by welcoming seasoned development professionals Jane Rice. Rice came on board as the Museum looks forward to its 10th anniversary and embarks on a bold five-year vision.

Board Member

The New Children’s Museum in the heart of San Diego’s Marina District, is expanding its leadership team by welcoming seasoned development professionals Erin Decker. Decker came on board as the Museum looks forward to its 10th anniversary and embarks on a bold five-year vision.

July 10, 2017


David Greeley has joined Solomon Ward Seidenwurm & Smith, LLP as a partner in the firm’s litigation department. He holds nearly 20 years of legal experience focusing on resolving complex business disputes, as well as advising clients on how to avoid future disputes by strengthening business relationships through effective communication.


Shandon Harbour has been named President/CEO of the Associated Builders and Contractors, San Diego Chapter, effective June 21. Harbour first joined ABC in 2013 overseeing journeyperson and safety training programs, and assumed leadership of the Training Trust in late 2016. Harbour’s experience includes serving as President of SDA Security.

Board of Directors

Mirati Therapeutics, Inc. (NASDAQ: MRTX), a clinical stage targeted oncology biotechnology company, appointed Neil Reisman to its board of directors. Reisman is a lawyer and Certified Public Accountant with more than 30 years of business experience, with emphasis on finance, operations, legal, tax and transactional experience. “Neil is an accomplished business leader and advisor,” said Charles M. Baum, M.D., Ph.D., President and Chief Executive Officer of Mirati Therapeutics. “We are pleased to add his talents and extensive experience to our Board of Directors and confident Mirati will benefit from his insights and counsel.” Reisman is a managing director of the Tavistock Group, which he joined in 2004, and is Chairman of the Board of Nucleus Biologics. He received his JD in 1986 from the University of Pennsylvania Law School and his BS in Accountancy in 1983 from the University of Illinois.

Chairman/Business /Advisory Board

Brian Devine, retired Chairman of pet specialty retailer PETCO, will serve as Chairman of the business advisory board for Zander Therapeutics, Inc., a veterinary life sciences company and subsidiary of Entest BioMedical Inc. (OTCPINK: ENTB). “Mr. Devine’s vast expertise in the animal health market, as well as his legacy of support for pet health, are an ideal match for our company,” said David Koos, PhD, Chairman and CEO of Zander. “He understands the business networks we navigate, and we are honored to have our company associated with such an accomplished individual in the pet care industry.” Devine will serve a three-year term as business advisory board chairman, with an option to extend. He will assist in supporting and advising the strategic operations of the company and oversee the business advisory board.

Board of Directors

Cubic Corp. (NYSE: CUB) Chief Information Officer Jan Marshall has been appointed to the board of directors at Junior Achievement San Diego. Marshall joins an existing board of 45 members who represent senior executives from various organizations in San Diego County. Serving for a term of three years, Marshall will become a Junior Achievement ambassador within the community by assisting the organization with its funding efforts, promote Junior Achievement activities and encourage volunteering. “I believe it’s important for students to be exposed to programs that will help propel their global workforce readiness and empower them to take charge of their personal financial literacy,” said Marshall. “I’m passionate about Junior Achievement’s mission and I’m honored to have the opportunity to be involved with the organization’s work in a community I care deeply about.” Marshall joined Cubic in 2014 as the company’s first CIO. Before that, she founded jlm Coaching and Consulting. She also served as the CIO for Southwest Airlines from 2006 to 2012.

Executive Vice President and Chief Investment Officer

Kilroy Realty Corp. (NYSE: KRC) appointed Steve Rosetta as Executive Vice President and Chief Investment Officer. He will be responsible for overseeing the company’s strategic growth, including acquisition and disposition activities. Rosetta previously worked at Cushman & Wakefield, where he was Vice Chairman and a member of the Global Advisory Board. He holds a Master’s degree in Real Estate Development from the University of Southern California. “Steve is a proven deal maker and brings an excellent track record of identifying and executing complex transactions through diligent pursuit, creative structuring and disciplined evaluation,” said John Kilroy, Chairman and Chief Executive Officer of Kilroy Realty. “He is an expert in both office and life science, which matches up extremely well with our growth strategies.”

Loan Origination

iServe Residential Lending, San Diego Hub, added Sutton Underwood to its loan origination staff. He has a decade of diversified real estate industry experience. He formerly held positions with Power Home Remodeling, a national remodeling company based out of Wilton, Conn., was Acquisitions Manager for a house buyers group, and Director of Business Development for commercial lending firm Coronado Bay Capital. He and his wife Sasha had their first child in April.

June 29, 2017


Brian Miller of the Geppetto’s A Child’s Fantasy toy store chain is being honored with the American Specialty Toy Retailing Association’s lifetime achievement award. San Diego-based Miller is a veteran of 25 years in the toy industry and the owner of nine Geppetto’s locations. ASTRA stated that Miller has had “such an immense impact on growing the specialty toy industry.”

June 26, 2017

Loan Officer

iServe Residential Lending Carlsbad Branch Manager Robert Boladian, and Carlsbad Sales Manager Josh Rytz have announced the addition of mortgage industry veteran Jeff Barton to the company’s branch at 2766 Gateway Road in Carlsbad. Jeff joins iServe effective May 15, 2017. A native of Carlsbad, Jeff has enjoyed an award-winning career in the mortgage industry. He began his career with Equity 1 Lenders Group, Inc., a business started by his father Camron in 1990. He moved up from operations and underwriting to a position as VP of Wholesale Operations. In 2010, upon his father’s retirement, he joined US Bank as a loan officer. Jeff earned President’s Club status in 2013 and 2014; and in 2014, won the President’s Circle Award. He joins iServe following a brief tenure at Home Street Bank. “I had a chance to meet Robert (Boladian) through a mutual real estate acquaintance,” states Barton. “I was impressed by his business vision for working with local real estate agents. Josh (Rytz) had impressive product knowledge as well. These committed, experienced professionals are the kind of mortgage team I wanted to be around, to get out into the field and serve customers.” When not working with customers, Jeff spends time with his two boys, Brian and Joshua, ages 14 and 10 years old respectively, at soccer tournaments, enjoying swimming and barbeques. Jeff can be reached at iServe Carlsbad at 760-438-4111 X 122, or, through email at


The Port of San Diego named Michael Zucchet as commissioner representing the City of San Diego, effective June 15.
Zucchet has extensive political, public affairs and environmental economics experience. He is currently the general manager of the San Diego Municipal Employees Association, the union that represents city workers. He has also worked for the Utility Consumers’ Action Network (UCAN), and served as the legislative and community affairs director for the San Diego City Fire Fighters. In public office, Zucchet represented District 2 on the San Diego City Council. He earned a bachelor’s degree in business economics in environmental studies from the University of California, Santa Barbara, and a master’s degree in environmental economics and policy from Duke University. He worked as a renewable energy economist with the Energy Information Administration of the United States Department of Energy in Washington, D.C.; has done work with the nonprofit Environmental Defense Center in Santa Barbara; and has served as president of the San Diego League of Conservation Voters. The Port is governed by a seven-member board, of which three members are appointed by the City of San Diego and one each is appointed by the cities of Chula Vista, Coronado, Imperial Beach and National City. “Mr. Zucchet’s public sector experience and background in environmental economics will serve us well as we approach the final stages of our Port Master Plan update,” said Vice Chairman Rafael Castellanos, Port of San Diego Board of Port Commissioners. “His expertise will complement and increase the Commission’s capability as we strive to balance the diversity of interests on our vibrant waterfront.”

June 19, 2017

Board of Directors

La Jolla Institute for Allergy and Immunology is pleased to announce that Vanessa V. Wertheim, Ph.D., R.N., has been elected to its Board of Directors. Dr. Wertheim is a healthcare executive at Rady Children’s hospital and the founder of several companies including PRISM Engagement LLC, a healthcare solutions consulting firm.

Construction Services

San Diego-based professional services firm Kleinfelder announced recently that engineer Chad Davis, whose first job in the industry was working part-time for Kleinfelder’s Reno office while in college, has joined the firm to lead its construction services in the San Diego area. He has more than 25 years of technical and professional experience, specializing in executive level management and project management, quality assurance implementation and management, and engineering forensics, the company said. Davis will oversee Kleinfelder’s San Diego testing and inspection practice. Since that first part-time job with Kleinfelder, Davis has directed engineering departments for several consulting firms in San Diego and founded two consulting firms, one of which was sold to Georgia-based NOVA Engineering and Environmental in 2008. Davis was most recently Long Beach-based Twining Inc.’s regional manager for San Diego and the Inland Empire, where he oversaw a four-county region. He has earned a bachelor’s degree in civil engineering from the University of Nevada, Reno, and an MBA from San Diego State University.

Chief Operations Officer

Feeding San Diego said it has appointed Alicia Saake as its chief operations officer. Saake has been on the Feeding San Diego staff since 2010. The philosophy major from UC San Diego received her lean enterprise certificate from San Diego State in 2013. Saake “uses lean practices to guide FSD’s efforts to more efficiently serve San Diegans facing hunger,” the organization said. Vince Hall is CEO of Feeding San Diego, which is one of the newest food banks in the Feeding America network.

Chief Financial Officer

Feeding San Diego said it has appointed Denise Gurulé as its chief financial officer. Gurulé joined Feeding San Diego in 2014. She received her business administration degree from California State University, San Marcos in 2010 and brings 20 years of accounting background to her position. Vince Hall is CEO of Feeding San Diego, which is one of the newest food banks in the Feeding America network.

Director of International Business Affairs

Kenia Zamarripa joined the San Diego Regional Chamber of Commerce as Director of International Business Affairs. Formerly director of marketing and international affairs for the Sportfishing Association of California, she will be responsible for facilitating business, political and cultural relationships across the region and advocating for cross-border trade and an improved binational business climate.

Vice President Development

William Burfitt, a proven fundraising professional who has led highly-effective fundraising and development campaigns over the past two decades on behalf of some of the San Diego County region’s most notable institutions such as University of California, San Diego and The Scripps Research Institute, is joining National University June 12 as Vice President for Development.

Sous Chef

The Sheraton Carlsbad Resort & Spa is pleased to announce Ryan Coffey as their Sous Chef at TWENTY/20 Grill. With nearly five years of hotel restaurant experience, Coffey comes from the Renaissance Indian Wells Resort and Spa. Coffey plans to embrace his love for seafood and expand his knowledge of coastal ingredients under Executive Chef Julian Quinones.

June 12, 2017

Account Executive

Don Sciascia has joined the San Diego Business Journal as an account executive in the advertising department. He will be focusing on business development in law, local automotive and temporary staffing and executive recruiting, among other categories. Don distinguished himself with a successful 11-year selling career at the Union Tribune, plus 12 years in television advertising in Bakersfield and San Diego. He is a University of Washington graduate and served for 11 years as chapter president of the university’s San Diego alumni association. He is a U.S. military veteran, serving seven years in the Marines. He is an avid sailor and runner, activities he enjoys with his Labrador Retriever, Captain.

Director of Partner Marketing and Events

The Channel Co. named ESET’s Hope McCluskey to its CRN Women of the Channel Award Power 100. McCluskey is Director of Partner Marketing and Events for ESET and was recognized for her leadership, vision and unique role in driving channel growth and innovation.
McCluskey has more than 30 years of experience in the channel, and spent her last two with the global IT security firm ESET. In 2016, she led the launch of ESET’s new and enhanced Partner Program. With a focus on working one-on-one with partners, she and her team have ensured that partners achieve measurable results and strong ROI. The program also provides completely free security training so partners can better understand not only the technology offerings, but also become a trusted cybersecurity resource and advisor for their customers. CRN editors select the Women of the Channel honorees based on their professional accomplishments, demonstrated expertise and ongoing dedication to the IT channel.

Senior Vice President/Senior Relationship Manager

Regents Bank has hired longtime San Diego banker and business executive Jim Kelley as Senior Vice President/Senior Relationship Manager. Kelley will work from Regents Bank’s Escondido office.   Kelley brings over 30 years of commercial banking and business development experience, with an extensive background in commercial, small business administration (SBA) and real estate lending.   He has worked for several successful commercial banks in San Diego in many capacities, including as President/CEO of Discovery Bank from 2000 to 2007. Kelley most recently served as Senior Vice President/Group Manager at Comerica Bank. In addition to his extensive banking experience, Kelley previously served as CFO for both the sports cards and memorabilia company Upper Deck and the computer cable manufacturer C Enterprises—both headquartered in San Diego. “Between my experience as CFO of multi-million dollar companies and my work as founding president of Discovery Bank, I understand what it takes to start and run a business,” said Kelley. “I love that I can use that expertise to help a wide variety of San Diego businesses and that I’m doing it with a bank that forms such close connections with its clients.” While he banks a wide cross section of businesses, Kelley has specialized expertise working with manufacturing, distribution and service companies. Kelley resides in Vista. He earned his bachelor’s degree from San Diego State University and received his executive MBA from Pacific Coast Banking School in Washington. About Regents Bank Founded in 2001, Regents Bank is headquartered at 875 Prospect St., La Jolla, California. A division of Grandpoint Bank, Regents Bank offers clients a unique brand of consultative banking, defined as providing business banking strategies to help increase sales, profits and productivity. Our experience is drawn from decades of serving business owners and understanding their wants and needs. Regents operates four banking offices in San Diego County and one in Vancouver, Wash. More information about Regents Bank may be obtained by visiting

Senior Vice President and Chief Financial Officer

Staci Dickerson, has been named Senior Vice President and Chief Financial Officer of Sharp HealthCare. Dickerson replaces Ann Pumpian, who retired from Sharp last month, after serving more than 32 years with San Diego’s largest health system. Dickerson joined Sharp in February of 2003 as the Director of Managed Care Finance and was quickly promoted to Vice President of Finance. Her areas of direct responsibilities have included accounting, financial reporting, tax, treasury, reimbursement, budgeting, cost accounting / financial decision support, accounts payable and payroll. Prior to joining Sharp, Dickerson was a firm-designated health care specialist at an international public accounting and consulting firm. Dickerson is a certified public accountant and received her Bachelor of Science from Oregon State University where she graduated summa cum laude. About Sharp HealthCare Sharp has been widely acclaimed for its commitment to transform the health care experience for patients, physicians and staff through an organization-wide performance improvement initiative called The Sharp Experience. Under-this initiative, Sharp’s vision is to be recognized by employees, physicians, patients, volunteers and the community as the best place to work, best place to practice medicine, and best place to receive care. Sharp HealthCare is recognized for clinical excellence in cardiac, cancer, multi-organ transplantation, orthopedics, rehabilitation, behavioral health, women’s health, home health and hospice services. The Sharp system includes four acute-care hospitals, three specialty hospitals, two affiliated medical groups, a health plan, and numerous outpatient facilities and programs. To learn more about Sharp, visit Sharp Health News

May 29, 2017

Vice President of Labor Relations

Marty Glaske, Gafcon’s VP of Labor Relations, received the 2017 Public Works Advocate award from the American Public Works Association SD Chapter. The award recognizes outstanding service achievements by Public Works professionals who have demonstrated excellence and dedication in their continued commitment to the profession. “The selection of Marty for this award recognizes his 20-year commitment to public works in the labor compliance and outreach field, and the quality of services he provides to Gafcon’s clients,” says Gafcon COO Robin Duveen. Gafcon is the program manager for Seaport San Diego, the proposed $1.2 billion redevelopment project by Protea Waterfront Development.

May 22, 2017

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.

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.

May 15, 2017

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.

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.

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 ( 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

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. 

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. 


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

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. (949) 339-1937.

April 17, 2017

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. 

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.

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.

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

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.

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.

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

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.

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

March 20, 2017

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

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.

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


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.

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

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, 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

February 6, 2017

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

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

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.

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 or 760-809-7004


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.

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


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.