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1 | First name | Last name | Title | Company website | Company Phone | About | Freelancer name | Company | Location | Company Size | ||||||||||||||||
2 | linkedin.com/in/ACwAADF7x1IB9HgHcLrpkn_NnS4qOPKXuQnNqME | Pooneh | Sayah | Financial Services Professional | psayah@taylorinsfin.com | taylorinsfin.com | Taylor Insurance and Financial Services | Los Angeles Metropolitan Area | 2-10 | |||||||||||||||||
3 | linkedin.com/in/ACwAAAAh_NABkcAOnvaoPNGzoRK0gVA-K4UA1T4 | Scott | Murphy | Principal | TBD | Beverly Hills, California, United States | 2-10 | |||||||||||||||||||
4 | linkedin.com/in/ACwAAACpvmsBXLKtF1gzyDwGysFEX7mt2qfqzE4 | Lisa | Atia | Growth Strategist & Leadership Development | tbdgrp.com | 504-319-5046 | We build organizations and entrepreneurs who build to impact communities of color | F+sajib | TBD Group, LLC | Los Angeles, California, United States | 2-10 | |||||||||||||||
5 | linkedin.com/in/ACwAAAjAN8QBn4twlDhk_qAEfMW8zO1MzL_ilEk | Amy | Hotmer | Property Manager, Real Estate Broker | amy@tccollins.com | tccollins.com | (949) 863-9099 | F+sajib | TC Collins and Associates | Orange County, California, United States | 2-10 | |||||||||||||||
6 | linkedin.com/in/ACwAAATXexkBS3MG9jkGHkpA94Jn_i2rIqE8yR8 | Renee | Van Drent | Luxury Custom Travel Consultant, Manage Sales and Guest Relations | renee.drent@tcsworldtravel.com | tcsworldtravel.com | (888) 723-4480 | Veteran logistics & operations travel manager and expedition leader, with a diverse background in tour development focusing on cultural & responsible travel. SPECIALTIES: International & domestic tour operations, custom journey planning, environmental education and conservation, global partner relations, logistics, negotiations, content marketing, exceeding revenue and margin targets. BACKGROUND: Being a Dual Citizen (Dutch & US) I have been traveling globally since childhood. As a former Peace Corps Volunteer in Ukraine, I made the connection of cultural & responsible tourism and decided to steer my Marketing background to Tour Operations. Little did I realize that what I thought would be a couple of years in Tour Operations would lead me to find my true passion in planning, budgeting, & researching profitable, sustainable & culturally rewarding tours all over the world. HIGHLIGHTS: Over the past 20 years I've customized bespoke travel for numerous clients at TCS World Travel, Cox & Kings, Travcoa, managed the Trans-Siberian Private Rail Journey for MIR Corp, expanded the Rick Steves’ tour program to the Balkans, Baltics & Russia, lead over 50 Tour Groups throughout Europe & Russia and have been on the speaking circuit giving travel lectures for numerous outlets. I combine my time with product development for various clients and work on expanding the reach of my company Itinerest. I have also become a local ambassador of Los Angeles partnering with Bikes & Hikes LA, Melting Pot Food Tours, Urban Adventures, Dine LBC and HiddenLA developing local tours throughout neighborhoods within this vast city. | F+sajib | TCS World Travel | Los Angeles, California, United States | 2-10 | ||||||||||||||
7 | linkedin.com/in/ACwAAAUjx-gBWBa3qrmPOWgVeZOMFQRcfjWtmL4 | Suzanne | Buerchner | Finance Manager | suzanne@team4tech.org | team4tech.org | 650-395-7076 | I started out with one share of GOOGL in my IRA in 2012. That one has turned into 5, plus spunoff shares of GOOG. I'm happy to still own it and glad to hear there will be a split coming up. Go for it Neil! | F+sajib | Team4Tech | Menlo Park, California, United States | 2-10 | ||||||||||||||
8 | linkedin.com/in/ACwAAAOagVkB_yao3CVGLjbdJpxGdT6L-XVIoLI | Ron | Patterson | Senior Technician & Consultant | rpatterson@techhelpla.com | techhelpla.com | (213) 986-5722 | Ron Patterson, as heard on 790AM KABC radio is the owner of @TechHelpLA (www.techhelpla.com) which provides reliable on-site and remote Mac/PC Home & Business Computer Technical Support in Los Angeles and nearby areas. Tech Help LA also offers services related to Internet Consulting, Web Development Support & Management, Cloud Services Consulting, Brand & Logo Design, Internet Marketing & Social Media Strategies. "Help" is our middle name. Tech Support Services: 1. Computer Systems Networking 2. Data Management 3. Internet & Wireless Security 4. Data Sync & Backup Solutions 5. Mobile Integration 6. Email Solutions 7. Virus Protection 8. Software Solutions & Configuration 9. Remote & Cloud Solutions 10. Website Development 11. Music & Home Theater Solutions 12. Contacts & Calendar Sync Solutions 13. General User Training 14. PC to Mac Migration 15. Google Apps Solutions 16. Virus & Spyware Cleanup 17. Print SolutionsRon Patterson, as heard on 790AM KABC radio is the owner of @TechHelpLA (www.techhelpla.com) which provides reliable on-site and remote Mac/PC Home & Business Computer Technical Support in Los Angeles and nearby areas. Tech Help LA also offers services related to Internet Consulting, Web Development Support & Management, Cloud Services Consulting, Brand & Logo Design, Internet Marketing & Social Media Strategies. "Help" is our middle name. Tech Support Services: 1. Computer Systems Networking 2. Data Management 3. Internet & Wireless Security 4. Data Sync & Backup Solutions 5. Mobile Integration 6. Email Solutions 7. Virus Protection 8. Software Solutions & Configuration 9. Remote & Cloud Solutions 10. Website Development 11. Music & Home Theater Solutions 12. Contacts & Calendar Sync Solutions 13. General User Training 14. PC to Mac Migration 15. Google Apps Solutions 16. Virus & Spyware Cleanup 17. Print Solutions Featured | F+sajib | Tech Help LA | Inglewood, California, United States | 2-10 | ||||||||||||||
9 | linkedin.com/in/ACwAAAfJrGIBMdsccAnF6AtLE7GLxbe6Tass9hI | Miles | Deamer | Vice President Of Lending | miles@techorec.com | techorec.com | (628) 333-9381 | Highly accomplished entrepreneurial leader with an 11-year track record in designing and implementing business strategies throughout the real estate lending vertical. Results-oriented self-starter who implements creative solutions and strategies to achieve business objectives by stimulating growth and increasing client engagement. High-integrity professional who loves galvanizing teams to accomplish company goals. | F+sajib | Techo Real Estate Capital | San Francisco, California, United States | 2-10 | ||||||||||||||
10 | linkedin.com/in/ACwAAAGRbzYB1JuSTI532Ss843nDCcflEpcaR4g | Anique | Mautner | Marketing Director | Speaker Coach | anique@tedxtemecula.com | tedxtemecula.com | 619-234-6631 | My purpose as a senior marketing leader, storyteller, and social entrepreneur is to create value for brands, consumers, and society. This requires an agile and growth mindset to pivot effectively between developing big-picture strategy and leading teams of contributors and experts to deliver profitable and sustainable results. A master storyteller and writer, I articulate disparate ideas into cohesive and compelling narratives - often partnering with Fortune 500 executives and thought leaders to create insight-led marketing campaigns that elevate brands and increase c-suite sales penetration. Sharing these ideas broadly requires integrated marketing strategies that leverage a wide-variety of channels, including print, digital, webinars, executive events, social media, and tactile marketing. These strategies increase awareness, broaden reach, generate leads, and ultimately enable my clients to continue doing what they love most - all while making a positive impact on society. Brand Steward | Brand Storyteller (Message, Tone, and Identity) | Persuasive Writer | Expert Editor | Thought Partner | Strategic Thinker | Thought Leadership | Marketing Campaigns to Generate Demand | Driving Awareness and Engagement | Data Driven, Leveraging Analytics | Team Development | TEDx Speaker Coach | Non-Profit, Corporate Social Responsibility (CSR), and Cause Marketing | Communication and Content Strategy | Media Relations and PR | Collaborator (Across Organization) | Strategic External and Internal Communications | Marketing and Social Tech (ZoomInfo, Salesforce, Google Analytics, Cision, HARO, Hubspot, Mailchimp, Marketo, Clickback, Buffer, Asana, Canva, and more). | F+sajib | TEDxTemecula | San Diego County, California, United States | 2-10 | ||||||||||||||
11 | linkedin.com/in/ACwAABW4i4UBr4SUAX0W7Vhy6Q9c-McPRxxyHcE | Jane | Lippencott | Advisor | jlippencott@a16z.com | https://www.teller.finance/ | (650) 798-5800 | Message me on Twitter @janehk if you want to get in touch. I am currently a partner at Andreessen Horowitz focused on crypto. Previously, I focused on early stage venture investing into crypto companies as a Partner at Distributed Global and on crypto venture, liquid, and fund investing at Winklevoss Capital. I've lived in Hong Kong, NYC, Bangkok, SF, Shanghai, Pittsburgh, and Taipei, and have been in the crypto space since 2014. I've spoken at over 50 conferences globally and I'm available for select future public speaking opportunities. | F+sajib | Teller Finance | United States | 2-10 | ||||||||||||||
12 | linkedin.com/in/ACwAAAf3RFMBqXT8hncFYSkrHlX65RTmlyYlcwU | Aaron | Olko, AIA, NCARB | Prinicpal Architect | ncarb.olko@hdrinc.com | telluris-arch.com | 424-268-8417 | Aaron is an Architect and Urban Planner. A registered Architect in California and Michigan, his central focus is the intersection between urban context, architecture, and the natural environment. He is a lifelong advocate for the environment and is an avid snowboarder and outdoor enthusiast. | F+sajib | Telluris | Los Angeles Metropolitan Area | 2-10 | ||||||||||||||
13 | linkedin.com/in/ACwAABOyLP4BXJeQF_9OkqlmtZE5ict0xYaOvcw | Josh | Gorokhovsky | Managing Principal | josh@telosproperties.com | telosproperties.com | (818) 518-7936 | As the passionate founder of my own real estate development firm, my career has been all about adapting, finding solutions, and most importantly, people. I focus on building lasting relationships that have been the result of bettering myself, my company, and my business partner's experience. I currently focus on analyzing investment opportunities using company-specific investment criteria for myself and my partners, as well as managing all development projects, company operations and financial activities. I am also responsible for agent relations and property origination. How can I help you achieve something today? Reach out and let me know. Josh Gorokhovsky Telos Properties 818-518-7936 www.telosproperties.com Los Angeles, CA | F+sajib | Telos Properties | Los Angeles, California, United States | 2-10 | ||||||||||||||
14 | linkedin.com/in/ACwAAA5UY4wBixfdXAmqqsjm1YNTiy8tZwTbhqU | Liana Sananda | Gillooly | Curator, Project Manager, Event Producer | liana@maps.org | http://temple-of-visions.de/ | 941-924-6277 | MAPS is the largest non-profit investigating the therapeutic uses of psychedelics. Currently, we are in Phase III FDA trials utilizing MDMA Therapy to treat PTSD. Results have been so promising, it earned the designation of Breakthrough Therapy from the FDA. My role is to build awareness of this emergent movement in psychiatry and to fundraise for this groundbreaking research. Liana Sananda Gillooly is a lifelong advocate for social justice, drug policy reform, ending war, and environmental protection. Liana has worked as a gallerist, art curator, event producer, and held management positions at Greenpeace and Essential Living Foods. Before joining MAPS, she worked as Outreach & Partnerships Manager for a prominent cannabis investment and market research firm, The Arcview Group, where she helped grow the accredited investor network, advocated for legalization, and supported the work of Marijuana Policy Project. It was through her experience witnessing the exponential growth of the cannabis industry that she became inspired to co-found the non-profit North Star, working to integrate psychedelic wisdom into emerging industry surrounding the field of psychedelics, and Auryn Project, non-profit incubator for organizations building equitable, affordable, and accessible psychedelic medicine for all. She is a movement builder deeply committed to collective liberation, and works to build "the more beautiful world our hearts know is possible" by intersecting with movements in humane tech, regenerative ecology, indigenous protection, and purpose driven economics. She enjoys building connection with change-makers, and wrangling the resources needed to transform our world. She has been a featured speaker at numerous events, lobbied Congress, lectured MBA students, given a TedX talk, and is a member of the Summit and TED communities. She a trained death midwife, Vipassana meditator, and immersive artist. | F+sajib | Temple of Visions | Emeryville, California, United States | 2-10 | ||||||||||||||
15 | linkedin.com/in/ACwAAADEH7IBasDUTxRZQaVV77_fRFkyM65xVj4 | Delyse | Pretorius | Founder & Host of TennisSafari | delyse@tennis-safari.com | tennis-safari.com | 904-347-1308 | "We live in a wonderful world that is full of beauty, charm, and adventure. There is no end to the adventures we can have if only we seek them with our eyes open." - Jawaharial Nehru | F+sajib | TennisSafari | San Francisco, California, United States | 2-10 | ||||||||||||||
16 | linkedin.com/in/ACwAADR_cakBWE4q2yfoWwnMm2FzbhMn3WKG6EY | Kenneth | Leivan | Senior Tax Accountant | Experienced Senior Tax Accountant with a demonstrated history of working in the accounting industry. Skilled in Tax Preparation, Business Planning, Incorporating businesses, and Tax Accounting. Strong accounting professional with a Bachelor of Business Administration - BBA focused in Accounting from California State University, Long Beach and just received my certificate for my CPA license in 2021. | F+sajib | Teraoka & Company | Huntington Beach, California, United States | 2-10 | |||||||||||||||||
17 | linkedin.com/in/ACwAAAtIBpYBcGzXcL0doXZ1PXSIEnaTiXaj-p4 | Daniyal | Shahid | Director, Investment & Operations | daniyal@live-terra.com | live-terra.com | 213-745-7838 | As Director at Terra Property Group, I focus on multi-family acquisitions and asset management of all current portfolio assets. Specifically, I oversee our property management division and aim to find investment opportunities with stable cash flow returns and long term capital appreciation. Before getting into real estate, I worked in the finance industry with a focus on private wealth management for high net-worth individuals and families. The combination of my passion for financial analysis, design, and discovering new value opportunities naturally led me to real estate. When I’m not in the office, I’m usually out playing soccer, watching soccer, or trying new restaurants around the city. I am dedicated to our core investment values and have a deep commitment to providing a high level of customer service for everyone ranging from our tenants and vendors to our investors and owners. | F+sajib | Terra Property Group | Los Angeles, California, United States | 2-10 | ||||||||||||||
18 | linkedin.com/in/ACwAAAXRIHwBupdMS1X34ZAI64j9rO-iY0o00Wg | Richard | Wang | Acquisitions & Asset Management | richard@terreno.com | terreno.com | 415-655-4580 | F+sajib | Terreno Realty Corporation | Emeryville, California, United States | 2-10 | |||||||||||||||
19 | linkedin.com/in/ACwAAAXvw2IBdiuSs67KJKoVMSEvZfJa2gFVZ5c | Paul | Attyah | Investor and Consultant | pattyah@rubecproperties.com | thameswolfe.com | 213-458-0170 | Investor and consultant with ~20 years of experience in real estate development, Mergers & Acquisitions, finance, and risk management. Corporate experience includes 6 years as an AIG underwriter in Mergers & Acquisitions. Entrepreneurial background in identifying and investing in early-stage opportunities as a principal. | F+sajib | Thames Wolfe, LLC | Los Angeles, California, United States | 2-10 | ||||||||||||||
20 | linkedin.com/in/ACwAAAAAvZUBaYX3VI7nt4oRsNb9JDiDWHNCTe4 | Ren | Riley | Member Board of Directors | ren@thayerventures.com | thayerventures.com | 415.782.1414 | Ren is a seasoned venture and growth investor with 25 years of experience in the financial services sector across venture capital, wealth/asset management and investment banking. Currently, he is an Investment Partner with Fin VC, focused on identifying investment opportunities in B2B Enterprise SaaS FinTech companies. Throughout his career, Ren has been focused on company building and scaling initiatives in his capacity as a Board director or observer of several private companies. He has always had the entrepreneurial skillset and instincts, and thoroughly enjoys working with other entrepreneurs navigating the inevitable challenges while balancing the exciting opportunities. In 2019, Ren co-founded Enclave Liquidity Partners, a provider of liquidity solutions to founders, executives, and key shareholders of late-stage private growth companies. Prior to Enclave in 2015, Ren satisfied his entrepreneurial itch and leveraged his operational talent as he was part of the re-birth of Robertson Stephens, now an RIA providing wealth management services for high-net-worth individuals and family offices. Positions during his tenure at the firm included CEO and Head of Alternatives. Ren began his venture career in 1999 with Oak Investment Partners, where he became a General Partner in 2006. His primary focus was on emerging growth, multi-stage investments in the Internet, mobile, FinTech and enterprise software and services sectors, around the globe. He remains a Venture Partner at Oak today. Ren began his career working in the corporate finance division of the original Robertson Stephens, a technology-focused investment bank based in San Francisco, where he was a Senior Associate. He holds an AB in Government from Dartmouth College. | F+sajib | Thayer Ventures | San Francisco, California, United States | 2-10 | ||||||||||||||
21 | linkedin.com/in/ACwAAAI9iUEBatJykJj_STZEFF38ce6Ak_ybalo | Hasmig | Derderian | Founder | hasmig@119llc.com | 119llc.com | (860) 875-3777 | We are shaping the future of consumerism, community and the built environment! Specialties: strategy, real estate development, syndication, venture, deductive reasoning. | F+sajib | The 119, LLC | Los Angeles Metropolitan Area | 2-10 | ||||||||||||||
22 | linkedin.com/in/ACwAAAgmLCUBFwUK4mvgnIXgEJwla8ZX7SlGj9E | Sara | Mais | Development Director | sara@5gyres.org | 5gyres.org | 347-622-3768 | Positivity, humor, expert communication skills, live music, and tacos make my world go round. Activator state of mind with a curiosity for the great outdoors, passionate people, and an engaged work place. I enjoy working with companies that are doing good things for good people and hope to continue working with this mission in mind for the rest of my life. | F+sajib | The 5 Gyres Institute | Long Beach, California, United States | 2-10 | ||||||||||||||
23 | linkedin.com/in/ACwAAAM5EgAB51SPpbJgC_HVUSCUXS2cA3Y-OYY | Toya D. | Ayala | Accounting Manager | Toya@ayalabusinessservices.com | ayalabusinessservices.com | (877) 798-1245 | Accounting and Human Resources Dual Role Professional with over 25 plus years of continuous growth in practical and educational experience paves the way for an organization to reduce costs by 35%, sets a positive corporate cultural tone and offers a positive conduit between the Employees and Stakeholders. As a Human Resources professional my specialty is in Employee Relations, Talent Management, Mentoring and Training new talent and integrating them into our company. I enjoy getting to know the vast histories and backgrounds of the unique individuals that cross the paths of our doors daily. Taking an interest in our employees can help head off potential issues and reduce turn over loss of key knowledge skills and abilities. Employee Conflict Resolution and Cultural Diversity programs and policy implementation are key to developing a more well rounded organization. High-achieving, trustworthy, knowledgeable Accountant successful at helping businesses make effective decisions based on successful internal controls and accurate financial information, Financial Statement compilation, trend forecasting and project coordination. Familiar with GAAP and relevant regulations. Adaptable professional with well-developed multitasking, interpersonal and communication skills. Areas of expertise include Bookkeeping and Financial Reporting. Intelligent and hardworking with a ‘go-getter' attitude. Solid knowledge of accounting principles with strong problem-solving and research capabilities. Offering over twenty five plus years in the field adept at streamlining reporting for business efficiency and improving compliance. Tayala@taocinc.com Toya@ayalabusinessservices.com | F+sajib | The Accountant On Call | Culver City, California, United States | 2-10 | ||||||||||||||
24 | linkedin.com/in/ACwAAABSulEBJvuNNboKdgjycObf5mM70ENaiDQ | Simon | Singer | Founder | simon@americantaxplanninginstitute.com | americantaxplanninginstitute.com | (818) 728-5961 | Contact me at (818) 728-5961 ★ Insurance, Money Managers & CPAs ★ Training, Mentoring & Resources Membership to Help You Grow Your Practice ★ Stimulate Your Understanding & Competence in Advanced Strategies, Tools & Techniques ★ ✔ Training. Training, videos and materials to help you learn how to best conduct discovery interviews, how to pose questions using language that only the pros know & understand the psychology of engagement. ✔ Coaching. Our goal is to help you reach your highest potential through proven practice-development strategies. ✔ Marketing. Our fully automated campaigns engage your prospects and allow you to revolutionize the way a prospect engages with you to help you form a strong relationship. ✔ Networking. Helping you to become more visible to the right people and expand your support network. Our membership platform will stimulate your understanding of and grow your competence in advanced strategies, tools, and techniques to help you grow your practice. Ask me to receive a Complimentary electronic copy of our "11 Big Tax Mistakes Costing Business Owners Millions" book. ★ NEXT STEP ★ Please contact me at (818) 728-5961 or simon@yourctsr.com. For more information visit https://centerfortaxstrategiesandresources.com/ ★ What Makes Us Different ★ We want our members to be independent without being alone, be more relevant in their client’s eye, and be able to achieve more of what’s important in their personal and professional lives—without compromise. ★ Specialties Include ★ Increase Life Sales, Increase Asset, Undermanagement, Reduce Taxes | F+sajib | The Advisor Consulting Group | Los Angeles Metropolitan Area | 2-10 | ||||||||||||||
25 | linkedin.com/in/ACwAAADCPWoB0b2Gdn2Nk1vzNSU8LWlpn3OsNbY | Michael | Brody | Advisor, Institutional Services | michael@advisorygroupsf.com | advisorygroupsf.com | 4159771200 | Charismatic and detail-oriented strategic relationship management and client service professional with over 15 years of directly working with clients, their financial intermediaries, and client employees within the retirement plans space, with a long-standing reputation for achieving a high level of client satisfaction. Respected contributor with deep knowledge regarding customer experience, process improvement, and risk management. | F+sajib | The Advisory Group of San Francisco, LLC | San Francisco, California, United States | 2-10 | ||||||||||||||
26 | linkedin.com/in/ACwAAAN4GUgB86XjNNxxPcxFFn3Zht7g6RDZ2hE | Lisette | Smith, CFP | Senior Advisor and COO | lisette@advisorygroupsf.com | advisorygroupsf.com | 4159771200 | The Great Resignation is not limited to service workers. Many executives are finding it’s time to reassess what they need from their work lives and finding a way to make a change | F+sajib | The Advisory Group of San Francisco, LLC | San Francisco, California, United States | 2-10 | ||||||||||||||
27 | linkedin.com/in/ACwAABW6uXMBMQ0KWVLZv4rtD_GGelME6ojJHYI | Dana | Schwarzwalter | Chief Administrative Officer | DanaSchwarzwalter@gmail.com | (310) 795-8535 | Dana Schwarzwalter Production Coordinator | Executive Assistant (310) 795-8535 DanaSchwarzwalter@gmail.com Dana Schwarzwalter has had over 25 very successful and rewarding years in radio production and as a corporate executive assistant. Her career really began when she joined ABC as a Production Assistant. At ABC she was promoted to the position of Associate Producer. Since then she has worked for companies ranging from Dole Food Company to Bel Air Investment Advisors and Johnson & Johnson. She really enjoys what she does and she is very good at it. Indicative of the value Dana brings through her experience and skills she has: ✰ Executive Assistant ✰ ✔ Organized very productive complex multi-day events including agendas, transportation, lodging, meeting space, food & beverage, equipment and entertainment ✔ Coordinated Company Town Hall Meetings for up to 500 employees, including speakers, presentation elements, equipment rental, sound engineers, and catering ✔ Simplified her bosses’ lives by managing extremely busy calendars, coordinating domestic and international travel, setting up office systems, and being the primary liaison/gatekeeper to the executive office! ✰ Radio Program Production Coordinator ✰ ✔ Researched, scheduled and conducted over 300 interviews of major stars ✔ Produced and edited approximately 1,000 on-air sound bites of stars ✔ Coordinated program technical elements for show timing and mixing phases ✔ Organized and accompanied nationally known show hosts to various promotions and remote tapings as both artist liaison and company representative ☞ Dana is known for increasing the efficiencies and reducing the frustrations of executives by providing exceptional behind the scenes support. She has a reputation for her strong organizational and time management skills, and has developed expertise in meeting management, coordinating calendars, organizing events, anticipating needs and being an integral part of a cohesive, productive team. | F+sajib | The Airspeed Foundation | San Francisco Bay Area | 2-10 | |||||||||||||||
28 | linkedin.com/in/ACwAAAAAJaYB4gldMaeEioRjtJhUTE47kFPMo2A | Kelli | Richards | Trusted Advisor | kelli@allaccessgroup.com | allaccessgroup.com | 408.257.6155 | I’m Kelli Richards and my life’s work has been at the intersection of the tech, music, and entertainment industries working to advise and reinvent leaders and innovators like you for decades. I know the secrets to entering new markets, scaling your business, creating your dream connections, and reinventing your life, career or your company. My clients have extraordinary success as leaders, entrepreneurs, conscious business owners, start-up founders, corporate execs, visionaries, musicians, celebrities & best-selling authors. Many have built and sold mega-million dollar businesses, become high net worth individuals, and/or created a legacy that will impact for years to come. It all started when I was 8 years old and got the idea that I wanted to be the person behind making others great. To draw their brilliance, magic and purpose out and share it with the world. Then at 16, Steve Jobs became my mentor which changed my life. That pivotal relationship lasted over 30 years. From the earliest days of digital media, I've bridged the tech and music/entertainment worlds where Steve himself used to say that I could see around corners as a visionary in a way few others could. Since Apple, I’ve worked with a range of disruptive, innovative start-ups, and Fortune 100 companies as an advisor and consultant in business development & strategic partnerships. Basically, I’ve spent decades unlocking the value of emerging technologies and corresponding new revenue streams for artists, record labels, media companies and brands across this ever evolving ecosystem of technology, music and entertainment in the digital age. I’ve also acted as a celebrity wrangler & talent producer for numerous events. I help companies large and small with game plans and go-to-market strategies and foster the strategic alliances they need to accelerate their success. I ask powerful questions to help leaders frame issues in new ways, generate big picture thinking, and I serve as a trusted advisor to them and to high achieving innovators & creatives alike to help brainstorm new possibilities and solve challenging issues with greater ease. In summary: I help leaders, innovators & creatives like you grow your business, build your team, reinvent yourself and make pivotal and powerful connections that are often game-changing. | F+sajib | The All Access Group, LLC | Cupertino, California, United States | 2-10 | ||||||||||||||
29 | linkedin.com/in/ACwAAApGu1gBXkTl8T6elasvumLmfWyoM-aIyz0 | Susan J. | Edwards, ChFC, CLU, CASL | Member Board Of Directors | theargylegroup.co.uk | 08 00 002 5238 | Specializing in working with widows to navigate "what's next" in the areas of finances and insurance. Advise on "have to dos", "need to do", and "want to do" Helping clients plan for the many decisions of retirement, including social security timing, medicare filing, medicare supplements, annuities, long term care protection, lifetime income, tax favored retirement income, etc. My job is to help you protect what you worked so hard to grow. | F+sajib | The Argyle Group | San Diego, California, United States | 2-10 | |||||||||||||||
30 | linkedin.com/in/ACwAAAHPs_sBFNSHsnOLoXzJlVubuOjz1apzI4I | Julia | Arakelian | Broker/Owner | julia@thearkrealty.com | thearkrealty.com | (949) 381-9230 | Welcome to Ark Home Loans. We are a full-service mortgage company based in Brea, California. We offer an array of mortgage products including Conventional, FHA, VA, USDA, Reverse, Jumbo and Alternative Non-conventional loan programs for Self-employed borrowers. Whether you are buying a home, refinancing, or investing, we can help you realize your dream of home ownership and save you money. Why choose Ark Home Loans? What makes Ark Home Loans unique is that we also offer alternative income qualification methods: Private money, Bank statement loan programs for self-employed borrowers, Asset Utilization for high-net worth borrowers, No Income Documentation, Investor Debt Service Coverage and Super Jumbo loans up to $10M. Contact Ark Home Loans today to discuss your mortgage loan options and find out which loan program will best suit your needs. | F+sajib | The Ark Realty Group Inc. | Brea, California, United States | 2-10 | ||||||||||||||
31 | linkedin.com/in/ACwAAAA8Jv0BtcSlcgBVtfA0vf-HQVWGP-6qatM | David S. | Chang • People Leader • PMP, MBA, MA, ChFC, CLU | Chief Editor & Blogger / Consultant | Think Like an ENTREPRENEUR, Create Like an INNOVATOR, Perform Like a TEAM PLAYER, and Be a SERVANT-LEADER 1️⃣ I am passionate about getting results and ROI - relentless ongoing improvement. 2️⃣ I am both task-oriented and people-oriented. 3️⃣ I enjoy solving complex problems and making things happen. 4️⃣ I bring new ideas and execute them to a high standard. I am an award-winning, internationally recognized senior-level executive with over 20 years of diverse leadership experiences in Organizational Operations, Strategy & Business Development/M&A, HR/Talent Management. I have pursued excellence across the board and exceeded expectations through my uncanny ability to spot an opportunity and turn it into a success. ✅ Advised on $3+ billion in deal flow (M&A, transactions, projects, etc.) ✅ 15+ years of P&L management and ownership ($160+ mln). ✅ Led 1600+ personnel worldwide on diverse projects. ✅ Worked with cross-functional teams on 12+ strategic multi-million and multi-billion dollar initiatives/product launches worldwide. ✅ I have a Top-Secret/SCI Clearance. I am driven by my curiosity and love to learn and experience new things. This has given me extensive experience in different markets and industries (businesses, government, military, political, non-profits, community organizations). The two things that have made me successful is focusing on "doing the right things right" and "passionate people practices." My persistence, work ethic, and resilience has helped me develop the ability to lead, communicate, and motivate diverse groups to high performance. | F+sajib | The Art of Thinking Smart | Los Angeles, California, United States | 2-10 | |||||||||||||||||
32 | linkedin.com/in/ACwAAAMuJiABJpEEqQouo9HsOYOPOwYAXy7wAHs | Blair | Cobb | First Movers' Fellow | blair@blaircobb.com | aspeninstitute.org | (202) 736-5800 | With over 15 years of experience in strategic partnerships across the for-profit, non-profit, and social enterprise sectors, I bring a diversity of expertise in philanthropy, corporate social responsibility, and political activism. Recognized by the Aspen Institute for my social intrapreneurship skills, I excel in building, influencing, and executing at all levels of an | Somir | The Aspen Institute | Los Angeles Metropolitan Area | 2-10 | ||||||||||||||
33 | linkedin.com/in/ACwAAAJENswBBosqbGTWCnarS6lgfiFMgdC7nfE | Isaac | La Buguen | Founder | isaac@theaspirecompany.com | theaspirecompany.com | (408) 688-5315 | I help businesses of all stripes reach new clients on the internet. Whether you're an aspiring entrepreneur or a thriving national brand, I have the ability to improve client engagement, increase conversions and stimulate new revenue. I've held various positions in marketing, entertainment and event production for 20+ years, and I am the founder of The Aspire Company, a boutique marketing company celebrating its 8th year in business. | Somir | The Aspire Company | San Jose, California, United States | 2-10 | ||||||||||||||
34 | linkedin.com/in/ACwAAAJ1TqUBmnTUvs8zfCry5-KDGtd7zskAxzk | Gregory | Ritchie | Broker/ Owner | gritchie@citizensfinancial.co | bell-mtg.com/ | (562) 624-2813 | Somir | The Bell Group | Vacaville, California, United States | 2-10 | |||||||||||||||
35 | linkedin.com/in/ACwAABUaSpoBpcLks78A1zh_UxCzhQz8vl2uI4c | Minal | Patil | Controller | Somir | THE BERKELEY HALL SCHOOL FOUNDATION INC | Porter Ranch, California, United States | 2-10 | ||||||||||||||||||
36 | linkedin.com/in/ACwAAAdDOoEB_wn1nWGf3Pro-7SG-4o9Ebzg7tI | George | Aloupas, Esq. | Employment Litigation Attorney | george.aloupas@bluelawgroup.com | berkeleyhall.org/ | (909) 766-9996 | I'm an attorney. I practice employment law both class actions and FEHA cases. I primarily represent employers in wage and hour and other employment disputes. I work with employers to ensure their policies are complaint with the Labor Code and Fair | Somir | THE BLUE LAW GROUP INC. | Orange County, California, United States | 2-10 | ||||||||||||||
37 | linkedin.com/in/ACwAAABrrUwBWV-5O0NLoWbI1rcv5OvIp5NJX74 | Matt | Meyer | Co-Founder and Your Business Development Partner | mmeyer@tblueprint.com | tblueprint.com | 855-204-6353 | The financial advice landscape has changed, and with that change, more clients want a comprehensive client experience. An experience centered on total financial life planning. The days of having an insurance agent, investment adviser, and other financial professionals providing fragmented advice are over. For this reason, we created The Comprehensive Advisor, | Somir | The BluePrint Insurance Services | Palos Verdes Peninsula, California, United States | 2-10 | ||||||||||||||
38 | linkedin.com/in/ACwAAAFB3sUBbfV7DpEfw4rCZ-W2X7Ck8oYyMjQ | Robin | Brock | Founding Partner | robin@thebrae.co | thebrae.co | (818) 206-1445 | The Brae was founded in November of 2016 to provide clients with a trusted blend of traditional CPA know-how, and the modernity of forward-thinking strategy. The partnership learned the trade in a traditional, large-firm environment, and recognized the need for relatable experts with a penchant for driving client value. Focusing on personalized services, | Somir | The Brae | Beverly Hills, California, United States | 2-10 | ||||||||||||||
39 | linkedin.com/in/ACwAAAa9LD8BH-ESF--3v9zpZYt7CR-GCXNdZEk | Mona | Nia, Esq. | Partner | mona@brayattorneys.com | brayattorneys.com | (925) 228-2550 | Mona’s practice concentrates on the areas of estate planning, conservatorships, probate, trust administration and trust and estate litigation. Her firm specializes in professional fiduciary representation and is often court-appointed onto complex trust and conservatorship matters. | Somir | The Bray Law Firm LLP | San Francisco Bay Area | 2-10 | ||||||||||||||
40 | linkedin.com/in/ACwAAAMHBzsBxMFI_51iIRHZO7evIGDU3RMRzMY | Brian | Darling | Executive Producer/Host | brian.darling@aa.com | briandarling.com | 817-963-1234 | My entire career has been focused on one simple premise…. CUSTOMER OBSESSION! | Somir | The Brian Darling Show | Los Angeles Metropolitan Area | 2-10 | ||||||||||||||
41 | linkedin.com/in/ACwAAADqVTABRLKHSxv7-8hrZ1g4eq2HDZosoS8 | Darrell | Brooke Esq. | Principal/Attorney | darrell@monroviatrust.com | monroviatrust.com | (626) 303-1806 | The Brooke Law Group, PC (www.MonroviaTrust.com) is headed by Darrell G. Brooke, Esq., a well-known, community involved estate planning attorney with over 30 years' experience in estate planning law. Attorney Darrell Brooke is the only Certified Specialist in Estate Planning, Trust and Probate Law, located in Old Town Monrovia. Mr. Brooke received the highest possible Martindale-Hubbell AV - Rating by his peers: 5.0/5.0 (out of 5.0). | Somir | The Brooke Law Group, PC | Monrovia, California, United States | 2-10 | ||||||||||||||
42 | linkedin.com/in/ACwAAABwCqYBJJRtgTJ18Kt2FSMNfnnrud_dDUw | Noel Hyun | Minor | CEO / President | noel@thebrooklyncompanies.com | thebrooklyncompanies.com | 877-728-6101 | Noel Hyun is CEO & President at The Brooklyn Companies, a real estate investment, development, and advisory firm serving family offices and specializing in commercial and mixed-use multi-family properties in Southern California. Previously, she was was recognized as a 2018 Rising Star by Real Estate Weekly for her work as a land use attorney at Liner LLP and at | Somir | The Brooklyn Companies | Los Angeles, California, United States | 2-10 | ||||||||||||||
43 | linkedin.com/in/ACwAAABc0TIBFChWkl3I1ZM_6jskh_1Ono2vmAE | Lex | Shan | Co-Founder | lex@thecalagents.com | thecalagents.com | (510) 899-9221 | Real Estate and Software Entrepreneur. Lex founded and co-founded 4 companies in real estate and software industries, all of which are actively expanding | Somir | The Cal Agents | Oakland, California, United States | 2-10 | ||||||||||||||
44 | linkedin.com/in/ACwAAAIvEtcBTFHjGH2bnVo2eL3TUGVJ1emH64g | Steve | Weitekamp | President | sweitekamp@thecmsa.org | thecmsa.org | 562-865-2900 | Specialties: Advocate for Moving Industry and individual CMSA Members on issues related to regulation and compliance. Have assembled teams and directed negotiations with state agencies; BHGS, DCA, CPUC, DRA, CARB, DGS, SFPD, DPT, CHP & CalTrans, and the State Legislature that have resulted in positive outcomes for membership. | Somir | The California Moving and Storage Association (CMSA) | Cerritos, California, United States | 2-10 | ||||||||||||||
45 | linkedin.com/in/ACwAAC4OUgUB2VPXJA-W60preDjyT7ikozF3pXA | Marissa | Chery | Executive Director | mchery@csfps.org | csfps.org | Somir | The California Society of Facial Plastic Surgery | Newport Beach, California, United States | 2-10 | ||||||||||||||||
46 | linkedin.com/in/ACwAAASNmL0BvR5doge6cq3kLzndd8oAT3Mbtck | Vaida | Kiskis Holwager | Vice President Human Resources, Business Partner | vaida_holwager@capgroup.com | capgroup.com | 562-865-2900 | Somir | The Capital Group Companies Global | Los Angeles Metropolitan Area | 2-10 | |||||||||||||||
47 | linkedin.com/in/ACwAAAZjXAMBtDN-A0ZM2zEnJUkLaynF0bK1wZU | Valerissa | Baker, MPH | Chief Operating Officer | vclarissab20@aol.com | thecausemall.org | 617-655-3116 | Valerissa Baker, MPH is an enthusiastic global health professional with a strategic vision for guiding underserved communities towards a healthy, sustainable future. Her diverse background working in various global health settings allows for collaboration with | Somir | The Cause Mall | San Diego, California, United States | 2-10 | ||||||||||||||
48 | linkedin.com/in/ACwAAApiPNwBS0O8WEYYyHf2hrU8B9V2tDwzLXQ | Brian | Daniel | Staffing Consultant, Lifestyle Management & Career Coach | Somir | The Celebrity Personal Assistant Network | Los Angeles, California, United States | 2-10 | ||||||||||||||||||
49 | linkedin.com/in/ACwAABrue5oBSs53Cym6nPewgY621SM7iyPIPCg | Eric | Cedergreen | Co-Founder and President | eric@clarkgroupam.com | clarkgroupam.com | (949) 558-3898 | Eric Cedergreen is a Co-Founder and Executive Vice-President of The Clark Group Asset Mangement where he currently serves as the firm's Chief Compliance Officer and Co-Portfolio Manager. During his more than 20 years of experience in the financial services industry, Mr. Cedergreen has provided financial guidance and education to hundreds of high-net-worth | Somir | The Clark Group Asset Management | Carlsbad, California, United States | 2-10 | ||||||||||||||
50 | linkedin.com/in/ACwAAAnvEtcBhkTvrcwYKfSeTn63l8RFwLc1R24 | Joel | Armin-Hoiland | Co-founder and Advisor | joel@climatefinancesolutions.com | climatefinancesolutions.com | I use my interdisciplinary skillset and global perspective to help transformational ideas, policies, and technologies scale to make positive environmental impact. I understand the power of scaling and how to progress solutions through conception, development, implementation, and replication. I have secured millions of dollars in public funding to support innovative climate | Somir | The Climate Map | Bayside, California, United States | 2-10 | |||||||||||||||
51 | linkedin.com/in/ACwAAAax30oBTAXgkjytGLaGx7we_ZmcGYyLUUc | Amy | Sessner MBA | Superconnector, Channel, Go to Market, High Velocity Sales Performer, Strategist, Problem Solver | amy@shellycofini.com | shellycofini.com | (844) 777-0401 | I am a Superconnector of people, dynamic, results-driven sales strategist with a track record of achievement and demonstrated success driving multimillion-dollar revenue growth while providing visionary sales leadership in highly competitive markets. Solid track record securing key clients and increasing product distribution to grow market share in AI, AR and Fintech markets. Tenacious in generating and building new business, securing loyalty, and forging | Somir | The Cofini Group | Costa Mesa, California, United States | 2-10 | ||||||||||||||
52 | linkedin.com/in/ACwAAAAj2NEBE6adFJBA8L5IgegJO_nJt-inieg | Shelly | Cofini M.A. | Super Connector, Global Channel & Go-To-Market Problem Solver, Strategist, Faith Walker | shelly@shellycofini.com | shellycofini.com | (844) 777-0401 | A seasoned veteran focused on coaching and business strategy while developing go-to-market paths for disruptive technology and sales. I am considered by my colleagues to be high energy, collaborative, and honest. I solve problems big and small. I am known for enrolling people, being super persuasive, and raise the bar for new standards in business development and profitability, while co-creating a “culture” that is congruent with the vision/mission. I have i | Somir | The Cofini Group | Newport Beach, California, United States | 2-10 | ||||||||||||||
53 | linkedin.com/in/ACwAAAPeK-ABrTzkdDqnpk7PJQcHl63joKavX_s | James | Rollison | Volunteer Pilot, mechanic | james.rollison@fedex.com | collingsfoundation.org/ | 901-818-7500 | Jimmy Rollison is a Captain for FedEx, where he has worked for over 33 years flying around the world while most of us sleep. One of two lean-certified pilots at FedEx; Jimmy’s transformation management bridges maintenance and flight operations through emerging technologies, charters/wet leasing, flight efficiencies, advanced communications and SMS/SRA. | Somir | The Collings Foundation | Vacaville, California, United States | 2-10 | ||||||||||||||
54 | linkedin.com/in/ACwAAABVTV0BrczdierOTLgCbkrkyy92b0aNxuU | David | Gross | Chief Executive Officer | david@theconfluentgroup.com | theconfluentgroup.com | (408)523-9000 | Somir | The Confluent Group | Santa Monica, California, United States | 2-10 | |||||||||||||||
55 | linkedin.com/in/ACwAAAA4MNUB5AF4J3S95zMGITdeVbKvgl-xo9w | Suzanne | Thornton Henricksen | Founder | suzanne@thecraftycask.com | thecraftycask.com | (415) 498-0344 | Suzanne Henricksen is the founder of The Crafty Cask, a media & marketing consulting company focused on helping craft alcohol producers to refine/tell their story and improve their marketing to grow brands and categories. | Somir | The Crafty Cask | San Francisco, California, United States | 2-10 | ||||||||||||||
56 | linkedin.com/in/ACwAAABsdJAB6VBNis1d7peTklPVVvcZYt_BLjU | Dan | Stampf, CFP | Board Member | dan.stampf@personalcapital.com | thecrayoninitiative.org/ | 855-855-8005 | Proven executive with 25 years functional and leadership expertise. Successfully led, conceptualized, and expanded groups responsible for Client Services, Advisory, Banking, and Sales Operations, Direct Marketing, Corporate Finance, Voice of the Customer, and Acquisition Integration for FinTech and traditional financial institutions with an emphasis on direct-to- | Somir | The Crayon Initiative | San Francisco, California, United States | 2-10 | ||||||||||||||
57 | linkedin.com/in/ACwAAADECfEBFBbWsgDmYHM1rX2UlYQQhwA0mLI | Victor | Jimenez | Real Estate Broker | victor@daftariangroup.com | daftariangroup.com | (949) 484-0387 | US Marine Vet 93-97 Cal Poly Graduate in Urban and Regional Development in 2000 | Somir | The Daftarian Group | Newport Beach, California, United States | 2-10 | ||||||||||||||
58 | linkedin.com/in/ACwAAAAgaB4BuwWWSlvANb8PZSzGiwt561dKUdQ | Michael | Balliet | Real Estate Agent | michael@daftariangroup.com | daftariangroup.com | (949) 484-0387 | Buying or Selling - I'm here to help. I love helping people. From first-time buyers who need help understanding the process and finding the right neighborhood to $25M+ luxury customs in Newport Coast (and everything in | Somir | The Daftarian Group | Laguna Beach, California, United States | 2-10 | ||||||||||||||
59 | linkedin.com/in/ACwAAChN8JABub_Q1u25x6TLhvfTSWgPuVHMuXQ | Nicolette | McIntosh | Front Desk Receptionist and Child Care | mcintosh@thedaileymethod.com | thedaileymethod.com | (415) 882-7404 | Deep care, love, and knowledge for the environment with 5+ years of hands-on experience working in environmental science and social justice. Engaging and hardworking student and employee. Adept task management and ability to think and act responsively in an efficient manner. Much experience and proficiency with computer skills, especially in Microsoft Office. | Somir | The Dailey Method | San Francisco Bay Area | 2-10 | ||||||||||||||
60 | linkedin.com/in/ACwAAAEE4eYBI2wuawCW049UxoK-99CLWxVr8GQ | David | Bergmann | Managing Principal | davidb@wealthadvisorygroup.com | wealthadvisorygroup.com | (310) 822-2618 | ACADEMIA David has been an instructor in UCLA’s CFP Board Accredited Personal Financial Planning Certificate Program since 1995 and he is Chair of the Program’s Academic Review Committee. | Somir | The David R. Bergmann Group | Marina del Rey, California, United States | 2-10 | ||||||||||||||
61 | linkedin.com/in/ACwAAAn2yikBZ8LH3Th0O8BOvF06IhOywBiStJY | Doug | Davidson | Broker / Owner | doug@thedavidsongroup.biz | thedavidsongroup.biz | (760) 644-1994 | Somir | The Davidson Group Realty | San Marcos, California, United States | 2-10 | |||||||||||||||
62 | linkedin.com/in/ACwAAAIDyrkBm5dC3vM-CmqLi6cP5qK2WDMpPaE | Jillian | Studer | Controller | jstuder@decro.org | decro.org | 424.603.4586 | Jillian has ten (10)+ years of progressive experience in delivering the highest standards of accounting controls and process improvements that improve accuracy and lead times while reducing costs. She has comprehensive understanding of all aspects of accounting and finance from strategic planning to financial reporting. Dedicated, poised, detail-oriented and discrete, | Somir | The Decro Group | Los Angeles Metropolitan Area | 2-10 | ||||||||||||||
63 | linkedin.com/in/ACwAAAUM5_EBVpw1CayjuMMVi9FL24dwrs2oQLk | Angela | Quach | CEO/Founder | angie@thedestinylab.co | thedestinylab.co | (614) 495-7979 | #entrepreneur #leader #businesscoach #lifecoach #motivationalspeaker and #marketingconsultant I've been an international business and marketing consultant for over 10 years. From Dubai to San Francisco, I’ve helped project-managed celebrity clients and big brands exceed business | Somir | The Destiny Lab | San Diego, California, United States | 2-10 | ||||||||||||||
64 | linkedin.com/in/ACwAAB2aKRIB4c7ABYJHjptYIKYHubeRL4AhNJQ | Grant | Simington | Owner | grant@thedifferencefitness.com | thedifferencefitness.com | (619) 248-2848 | I'm a happy and healthy data nerd working to better understand how we can all use data to make our businesses and daily lives better. My expertise involves data analysis and interpretation, customer experience management, and business process improvement. My colleagues would describe me as a resourceful problem-solver with a positive attitude and a | Somir | The Difference Fitness | San Diego, California, United States | 2-10 | ||||||||||||||
65 | linkedin.com/in/ACwAAAElKjABqZXFRbbUfef0fQG0u0xMWkVzgcs | Andrew | Martz, CFP, MBA | Host | amartz@wisdirect.com | wisdirect.com | The Drunk Brush - Wine Bar | Its true, they do call me 𝐌𝐨𝐧𝐞𝐲 𝐌𝐚𝐫𝐭𝐳. 😂 As a New York native and Los Angeles resident, I picked up the name at all those networking events in LA. With over a decade of experience working with clients coast to coast, my passion | Somir | The Dollars and Sensibilities Podcast | Los Angeles Metropolitan Area | 2-10 | ||||||||||||||
66 | linkedin.com/in/ACwAAAFZafoBkly4iQ8M4kRhPL3NI7nS83hIL6k | Wendy | Jacobus | Owner/Manager | wendy.jacobus@gmail.com | Somir | The Drunk Brush - Wine Bar | Quincy, California, United States | 2-10 | |||||||||||||||||
67 | linkedin.com/in/ACwAAAx9ra8Byu_PuEWUC7E-6Hx1Cah01uz5V9U | Jason Kim | Kudo | Estates Agent | jason.kudo@elliman.com | thehdgroup.com/ | 310-738-8098 | Jason Kim Kudo is a licensed real estate agent and an estates agent with The Durkovic Group and Douglas Elliman Real Estate which has an affiliation with Knight Frank International. As an agent that was raised in today’s tech-driven modern world, Jason provides impeccable | Somir | The Durkovic Group | Los Angeles Metropolitan Area | 2-10 | ||||||||||||||
68 | linkedin.com/in/ACwAABN_HYYBqoyMj4k4x-iBy4nftAgWsrNU2a0 | Belinda | Kraemer | Advisory Committee | belinda@theecologycenter.org | theecologycenter.org | (949) 443-4223 | Somir | The Ecology Center, Orange County | Del Mar, California, United States | 2-10 | |||||||||||||||
69 | linkedin.com/in/ACwAAB_5oKABR97ovabDfhU6gdXozFM87EA4jGk | Christine | Dragan | Foundation Administrator | christine.dragan@eisnerfoundation.org | eisnerfoundation.org | (949) 443-4223 | Somir | The Eisner Foundation | Los Angeles, California, United States | 2-10 | |||||||||||||||
70 | linkedin.com/in/ACwAAADZAdQBVaebkt2PQ6QuuPHYONeWOqTtdgg | Richard | Weber | President | Somir | The Ethical Edge, Inc. | San Francisco Bay Area | 2-10 | ||||||||||||||||||
71 | linkedin.com/in/ACwAAAPqnlcBzNMJfpaOFXeAQhDv7lqdBKBHdAI | Jason | Ezzell | Managing Director, Founder | jezzell@hightoweradvisors.com | ethicaledgeconsulting.com/ | 916 287 0128 | Affiliated Hightower in 2014 as a Managing Director and Founder of The Ezzell-Conklin Group. Previously, spent 15 years as a Senior Vice President of Wealth Management and Senior Portfolio Manager in the PIA Program at Merrill Lynch. Previously a member of the Circle of Excellence, as well as Designated Retirement Plan Advisor, an elite group of Financial Advisors | Somir | The Ezzell-Conklin Group | Folsom, California, United States | 2-10 | ||||||||||||||
72 | linkedin.com/in/ACwAAAdyZl0BoOIqjEHzcewlqk-oywpq9xwwVnM | Sarah | Ellis Cavasso | Sales representative, business development consultant | sarah@bluestonetahoe.com | 530 582 0429 | Somir | The Farmhouse | Tahoma, California, United States | 2-10 | ||||||||||||||||
73 | linkedin.com/in/ACwAAAAWxNwBqUQmaQbMpMBu0kNhQwX-p20GWuw | Jeff | Krahl | CEO, Author, Consultant/Personal Business and Life Coach | jeff@jeffkrahl.com | jeffkrahl.com | 301-210-4522 | What I've found is that most seasoned, high-performing, and top-tier financial advisors are spending 90% of their time on things that they don't love and that they aren't good at. I've found that they work too many hours getting too many of the wrong clients that pay them | Somir | The Fifth Power, Inc. | San Diego County, California, United States | 2-10 | ||||||||||||||
74 | linkedin.com/in/ACwAAAG-EgABqljDBUCX78z4h6_wcPCpwKR0M6o | Maureen | V. | Founder • Certified Financial Planner ™ • Risk Management • Asset Protection | mv@thefinancialteam.com | thefinancialteam.com | (760) 448-2882 | Clarity of purpose on a deliberate course — without this, one’s path is needlessly chaotic. As Certified Financial Planners ™ (CFPs ™), our job at the Financial Team is to help business owners and individuals determine the necessary steps to realize their full financial potential. | Somir | The Financial Team, Inc. | Carlsbad, California, United States | 2-10 | ||||||||||||||
75 | linkedin.com/in/ACwAAAcJQukBtackhjk8D3FBuMKxKudLqgdgljA | Nicholas | Gardner, CFP | Certified Financial Planner® • Risk Management • Tax Planning • Asset Protection • ERISA • 401k | nick@thefinancialteam.com | thefinancialteam.com | (760) 448-2882 | REALIZE YOUR FINANCIAL POTENTIAL Clarity of purpose on a deliberate course — without this, one’s path is needlessly chaotic. As Certified Financial Planners® (CFPs™), the job at the Financial Team is to help business owners | Somir | The Financial Team, Inc. | Carlsbad, California, United States | 2-10 | ||||||||||||||
76 | linkedin.com/in/ACwAAANSQW4BMCPpHI56B9dPCH6a2kJBncy6bpQ | Renee | Friedrich | Co-Owner and Real Estate Advisor | renee@thefriedrichteam.com | thefriedrichteam.com | 360-389-2426 | Hello, I am Renee Friedrich and my husband and I run a successful real estate team; The Friedrich Team brokered by eXp Realty in El Dorado Hills, a suburb of Sacramento, CA. We have lived, worked and played in the Sacramento region since 1999 and we love to help our friends and clients discover all the amazing benefits of living in and owning property in our region. | Somir | The Friedrich Team | Sacramento, California, United States | 2-10 | ||||||||||||||
77 | linkedin.com/in/ACwAAAoDw54BGo1k1t304knUZm9pMBeqqrEEiWc | Derrick | Franco | Host | derrick@yourcounterpart.com | futureofworklab.co | 310-845-6833 | Engineer and Entrepreneur building companies that help people, with teams all over the world. Always looking to learn and connect. | Somir | The Future of Work Project | Los Angeles, California, United States | 2-10 | ||||||||||||||
78 | linkedin.com/in/ACwAAA7Lh1IBAEBZ5Ooa1z30IQvReZw-sJsMbo8 | Tomas | Vergara Wrege | Marketing Director/Producer | tomas@moneymouthmarketing.com | thegamerkit.com/ | 404-333-8806 | Young professional with social media, marketing, paid media, CMS, and advertising experience with a degree in Business-Marketing & Advertising. | Somir | The Gamer Kit | Los Angeles, California, United States | 2-10 | ||||||||||||||
79 | linkedin.com/in/ACwAAAA-WJIBFHwVIfSA_mHuX-Zwx2YGF9vyl0Y | Ivan | Todorov | Investor & Advisor | ivan@future-state.com | http://www.future-state.com/ | (310)266-7533 | I am a detail-oriented organized and passionate individual, interested in growing and learning more in the Marketing & Advertising field. I am also a huge Video game and Tech enthusiast. | F+sajib | The Getaway Club | San Francisco, California, United States | 2-10 | ||||||||||||||
80 | linkedin.com/in/ACwAAA2ZU7kBrefvoI2Y7X0gJyBn7y_6ca7P3ew | The Meo | Group | Real Estate Acquisitions | Sahara | The Meo Group | Pasadena, California, United States | 2-10 | ||||||||||||||||||
81 | linkedin.com/in/ACwAABSRaVUBN1p-if1D5IzgWDnPNhWs0e0LQtA | Neal | Morrow | Estate Planning Attorney | Sahara | The Morrow Law Group | Long Beach, California, United States | 2-10 | ||||||||||||||||||
82 | linkedin.com/in/ACwAAAETitIBT1ukksgeBD2QdTwTkVXLzZ4RfAU | Warren | Morten | Managing Shareholder | wdmorten@hotmail.com | As a Business Attorney, General-Counsel, and Litigator, I have a consistent track record of counseling and leading companies by bringing simplicity in problem solving while not losing focus on the companies' primary goals and objectives. I am passionate about taking businesses to new heights by developing strategies, and executing on plans. I have learned to make sure to look at all possible solutions whether business, legal, or otherwise. | Sahara | The Morten Law Group, PC | Irvine, California, United States | 2-10 | ||||||||||||||||
83 | linkedin.com/in/ACwAAAMhpYIBJrrxbhiALFBDvzhEkk9Ebf3uWuA | David | Niemetz, CPA | Owner | dnimi@roadrunner.com | Providing clients in every industry and at every level with personal, professional and expert accounting, tax and business management services. Specialties: Virtual CFO Service Corporate and Individual Taxation Real Estate Business Management Small Business Start Up High Net Worth Individuals | Sahara | The Niemetz Group | Santa Monica, California, United States | 2-10 | ||||||||||||||||
84 | linkedin.com/in/ACwAAACuRHYBK1jbI2F7Eclu9QFKBzv6yHNHXeQ | Annelise | Collins | Residential Specialist | annelisecast@mac.com | http://www.thenoelteam.net/ | (310) 994-8721 | I am a Realtor on the top producing NOEL Team since 2011. If you are looking to find a home on the west side of Los Angeles in the Beach City communities, let me "bring you home." Contact me to find out how to become a "Preferred Buyer" and get to see all our "off market" listings. | Sahara | The Noël Team | Santa Monica, California, United States | 2-10 | ||||||||||||||
85 | linkedin.com/in/ACwAAAC2XmsBc_Q4UbQqR_pyUECSXSNXxKGCNus | Sean | O'Shea | Managing Principal | Sahara | The O’Shea Net Lease Advisory | Santa Monica, California, United States | 2-10 | ||||||||||||||||||
86 | linkedin.com/in/ACwAAAFR-DoBp6tU4SlQ8LTjS-CbcL5daBe0pL0 | Jovian | Zayne (she/her) | Founder, President | http://www.becomingbettertogether.com/ | (720) 593-2134 | "Jovian Zayne changes people's lives. She is inspirational, honest and practical. The first time I met her, I knew I was onto someone very, very special. She can see inside of you, by showing what is inside of her. Whether she is the keynote, or part of a panel, she makes an impact on everyone in the audience. Mesmerizing." - Julie Becker, Director, The Clinton Foundation "I began working with Jovian in the month leading up to my company’s performance review cycle. Within our first two sessions, she equipped me with the strategic and tactical wisdom and resources I needed to critically evaluate my performance, effectively communicate my strengths and value to leadership, and ultimately secure a promotion. From there she inspired me to hone in on my core values and career goals. Jovian is incredibly insightful. Her ability to ask exactly the right questions to elicit deep self-reflection encouraged me to acknowledge what I truly wanted to achieve in my career and to believe that it was actually possible. Working with Jovian has been a transformational experience." - Ciara Stephens, Senior Counsel Google An accomplished leader with an undeniable sense of purpose and skill for guiding adults through learning experiences. A highly skilled manager with years of experience guiding effective teams through significant team restructures, culture shifts and towards evolving, yet ambitious goals. Specialties: Management, Professional Development Coaching, Leadership Development Coaching, Group Facilitation, Marketing, Internal Communications, Diversity Equity and Inclusion Coaching and Facilitation | Sahara | The OnPurpose Movement, Management and Professional Development Firm | Los Angeles Metropolitan Area | 2-10 | |||||||||||||||
87 | linkedin.com/in/ACwAAAMuzZQB6gQafisWibGiN68tmaqH6leEuc4 | Teresa Castiglione, | Ca. Lic. Fiduciary, Natl. Cert.Guardian | Owner | http://www.theorganizer.in/ | Teresa Castiglione is a self-starting compassionate entrepreneur who has owned and operated her own accounting, bookkeeping, and payroll service since 1987. She decided to expand her services and be a part of the solution for people in need by becoming a Licensed Private Fiduciary & Federal and State Payee and has established close ties with over 1000 beneficiaries in her care. She also handles Trusts, Conservatorships both for Person and Estate, Guardianships, Power of Attorney for Health and Finances and Probate. As a National Certified Guardian she believes that although the public system does it's best to provide for those in need, there is still a desperate demand for more private assistance. It is her vision and experience that just paying the bills and "administrating" the finance of those needing assistance is not enough. Teresa is also a member of PFAC, Professional Fiduciary Association of California, and the Better Business Bureau. "I care about these individuals and their families on a real and personal level, and keeping them personally involved in helping them make the right decision even in times of crisis is where I can make a difference." | Sahara | The Organizer | San Diego County, California, United States | 2-10 | ||||||||||||||||
88 | linkedin.com/in/ACwAAAQICAUB9YfmcxrwWw03ypTzbT98hl713eM | Seok | Jo | Solutions Team Leader | sjo@thepacificbridgecompanies.com | http://www.thepacificbridgecompanies.com/ | 1 626-303-5890 | Seok H. Jo, Ph.D., CFP®, ChFC With over 20 years of experience in wealth planning, portfolio management, & analytical research, I manage wealth for successful professionals & entrepreneurs. By integrating clients' priorities with their unique wealth management needs, I develop & implement solutions for clients to protect & growth their wealth, manage financial risk in all aspects of life, and to leave a significant & meaningful family legacy. Please feel free to reach out to me if you would like to reduce financial concerns or fears in your life, to protect your family financially, and to live generously. Specialties: Portfolio management & analysis, Cross-Border financial planning for Asian nationals & Asian Americans, retirement planning, tax planning, estate planning, charitable planning, insurance planning * Securities and Advisory Services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Additional advisory services offered through STS Wealth Management, member FINRA/SIPC, which is not affiliated with Royal Alliance. Crown Financial Partners is not affiliated with Royal Alliance. 8665 Wilshire Blvd. Suite 200 Beverly Hills, CA 90211 (310) 734-5660 | Sahara | The Pacific Bridge Companies | Los Angeles County, California, United States | 2-10 | ||||||||||||||
89 | linkedin.com/in/ACwAAAAE3soBHTWh66DW7FlL65LYGRUpP_6lbu4 | Robert | Page | President - Consulting Agency: Branding, Marketing, Motorsports & Event Marketing, Strategic Plannin | rpage@tpgbrandstrategy.com | http://www.tpgbrandstrategy.com/ | (714) 389-4792 | "A passionate CEO, outside Director, Operations, Branding & Marketing Expert. An Innovative, Creative, Strategic thinker driving the connection between Consumers & business. Working with world class brands like AWS / CrowdStrike / SRO / Clorox driving brand & marketing strategy thru highly effective strategic planning, innovation, organization, mentoring, creativity, research, & identifying how consumers connect with brands in todays highly diverse marketing arena. Personal beliefs: Marketing with results - measure results Brands MUST influence consumers everywhere the customer touches the brand Relationship building wins the game Understanding the consumer is job #1 Know your consumer before strategy Leadership empowers people to achieve their full potential Business is customer focused - advocate for the customer Consistent brand message is critical in today's markets A marketer who knows how experiential marketing can impact relationships and build connections. A leader controlling costs & improving the P&L, improving customer satisfaction, leading new product launch, start-up strategies, entering global markets, controlling social media, web, & eCommerce strategy, raising capital & leading reorganization & change. Specialized in: Branding | Motorsports & Experiential Marketing | Effective Event Planning | Operations | Marketing | Business Development Strategies | Social Media | SEO | eCcommerce | Web | Strategic Planning | International Marketing | Start-ups | Team development | Product Licensing A consumer focused brand & marketing expert. Skilled in creating & building eCommerce & conventional B2C & B2B web experiences. A consultive focus implementing analytically driven strategies. A innovative professional. A proven ability to drive sales & margin growth in competitive markets through effective Management, Strategy, Branding, & Marketing skills. Let's talk: Connect at: ►►rpage@thepagegroup.us◄◄ website: www.thepagegroup.us or call (714) 389-4792 | Sahara | The Page Group | Santa Ana, California, United States | 2-10 | ||||||||||||||
90 | linkedin.com/in/ACwAAALsFw4Bkk9p0_HGA6OlcgPzuXO3MpksQF8 | Elean Manuel | Mendoza | Co-Host and Producer | eleanmendoza@gmail.com | http://www.paragonfinancialpartners.com/ | 310 557 1515 | I’m a dynamic financial services and communications professional. I’m just as comfortable working one-on-one with high net-worth individuals as I am getting in front of a camera or microphone and broadcasting myself to the World Wide Web. I’m a financial advisor associate at Paragon Financial Partners where I manage our client’s accounts and our digital media initiatives. I manage the firm’s website, write our blog posts, and produce the Paragon Podcast, a podcast that focuses on the needs of high net-worth individuals and their families. Most recently, I created the Project Money TV YouTube Channel, which aims to reach young professionals. I’m that unique blend of analytical, creative and outgoing. Competencies: Excel (SUMIFS, VLOOKUP, Nested Functions, Pivot Tables, Macro Recording), Google Analytics, WordPress, Search Engine Optimization (SEO), Screaming Frog, Facebook Ads | Sahara | The Paragon Podcast | Los Angeles, California, United States | 2-10 | ||||||||||||||
91 | linkedin.com/in/ACwAAAU5TCMBij5t9zPE8XeWgwuGa__KdGRRhvQ | catherine | simms | Board Member | simmsie1@pacbell.net | Deep financial analysis skills used to advise clients on their asset and liability management. Effective writing skills to identify key risks and mitigants for presentations to gain approval from senior management. Over 10 years experience on non-profit boards and active member of finance and audit committees. Recent invited speaker at an international conference. My chosen topic was the importance of financial literacy for women. Invited speaker on banking and credit. | Sahara | The Patron Saints Foundation | Pasadena, California, United States | 2-10 | ||||||||||||||||
92 | linkedin.com/in/ACwAAACFqcsB72kMTX9Cazit9X5OuA9VSd0uqZU | Mark | Shawzin | Managing Director / Head Trader | Sahara | The Pattern Trader | Los Angeles, California, United States | 2-10 | ||||||||||||||||||
93 | linkedin.com/in/ACwAAA2FOzgBcohH-l3EHVA0GtfDlCeKrK48dTU | Brittany | Dolin | Co-Founder | brittany@thepocketbookagency.com | http://www.pocketbookagency.com/ | (323) 848-4958 | Brittany Dolin is Co-Founder of Pocketbook Agency, a recruitment firm that continuously serves a roster of A-list celebrities, Technology Founders, Fortune 500 CEOs, Fortune 500 companies & high-profile families, and much more across various industries and locations. Inspired by her own career as a personal and executive assistant for high-profile families, Brittany was determined to create a search firm that fosters long-term relationships to help both clients and candidates feel more productive, successful, and fulfilled in the hiring process. Brittany’s years of experience in assistant roles allowed her to see what was missing from the traditional placement process. This critical understanding is what she turns to every day, working with Fortune 1000 companies & leaders, high-profile early-stage businesses, ultra-high net worth families, and everyone in between. Brittany's specialty lies within the high net worth family office industry, where she has advised and worked with some of the most prominent family offices across The United States. Brittany has been quoted in leading publications such as The Financial Times and Forbes as an expert in the recruiting sector. Brittany is a Los Angeles native where she currently resides with her husband Derek and two Maltese dogs, Bentley & Teddy. | Sahara | The Pocketbook Agency | Los Angeles, California, United States | 2-10 | ||||||||||||||
94 | linkedin.com/in/ACwAAAJZnugBxcRTOkoFr_wCgkzTuViePeNlr0A | Scott | Kyle, MBA | Author | scott@coastwisegroup.com | https://www.thepowercurve.com/ | WE ARE HIRING FINANCIAL ADVISORS AND INDEPENDENT ADVISOR REPS. CONTACT ME DIRECTLY. Coastwise Capital Group, LLC is a boutique money management firm committed to creating customized portfolios for individuals, families, and institutions. Headquartered in La Jolla, CA, Coastwise was named a FIVE STAR Wealth Manager for the 11th consecutive year in 2022. In multiple previous years, Coastwise has been named La Jolla’s Best Financial Advisor in the La Jolla Light’s “Best of La Jolla” poll, and Best Financial Advisor in the La Jolla Village News’ “Readers’ Choice Awards”. For more information on our award winning services, call us today at (858) 454-6670, email us at info@coastwisegroup.com, or visit our website by clicking on the link below. Specialties: High end money management, hedging techniques including the use of options. | Sahara | The Power Curve | San Diego County, California, United States | 2-10 | |||||||||||||||
95 | linkedin.com/in/ACwAAAvjHcYB0fEEsdnJRZKXFzKTdiwcf69-LtU | Jhoana Rose | Juen | Inclusive Product Management Fellow | Sahara | The Product Management Center at UW | Mountain View, California, United States | 2-10 | ||||||||||||||||||
96 | linkedin.com/in/ACwAAAF04MABTYQ0eO3QWe2JnnTATM8Nlgo9MGE | David | Harrington | A Mortgage Broker | david@theprotongroup.com | theprotongroup.com | As a licensed mortgage professional in the State of California since 1984 (DRE#00874676 and NMLS#235272), my primary goal has been to understand my clients present and future needs. This starts with communication. The better I understand my client, the better I can service them. Understanding my client is the first step to a successful relationship. Specialties: Conventional, FHA and Super Jumbo mortgage programs for residential properties. | Sahara | The ProTon Group, Inc. DBA The HECM Group, Inc. | Laguna Hills, California, United States | 2-10 | |||||||||||||||
97 | linkedin.com/in/ACwAAACppgQBZtJQTOPZuZ9AD8xLR8cAN0aNp00 | Mike | Beck, CFA | Managing Producer | mike.dempsey@heartwooddetox.com | theqls.com | Mr. Beck specializes in investment and insurance advisory services for high net worth clients and business owners. He is a Managing Director of Actuarial Business Solutions (“ABS”), which is the designer of the Benefit Focused defined benefit plan. The ABS designed plan offers a unique approach to maximizing contributions to a qualified plan for business owners and pass through entities. He is also a Managing Producer for The QLS Program, LLC that accesses qualified money resulting in reduced taxes, maximized wealth transfer, increased philanthropy and greater retirement income. Prior to joining ABS and QLS he spent 18 years with various hedge funds and asset managers, both on the investment side and leverage finance. He has managed over $600MM in assets and lead deal teams to close over $1 billion in debt and equity capital. His investment experience includes capital structure arbitrage, corporate restructurings, distressed investments and bankruptcies. Mr. Beck graduated cum laude from Miami University (OH) with a degree in Finance. He holds the Chartered Financial Analyst designation and is a member of both the CFA Institute and the CFA Society of San Francisco. Mike is an Investment Advisor Representative with Cambridge Investment Research Advisors and has FINRA Series 7 and 63 securities registration. Mr. Beck currently resides in Marin County with his wife and two children. | Sahara | The QLS Program LLC | Mill Valley, California, United States | 2-10 | |||||||||||||||
98 | linkedin.com/in/ACwAAABX-S0BIkDGiB_xA2S4iwy-nSeZJ7devjU | Laurie | Kaufman | Director of Strategic Communications & Marketing | laurie@thereadco.com | thereadco.com | AURIE KAUFMAN is a seasoned Communications Professional, Writer / Editor, Fundraiser, and Sustainability Strategist with a demonstrated history of working in the non-profit, entertainment, government, and sustainability sector. Skilled in Web Design, Development, Grant Writing, Communications & Engagement Strategies, Event Production, and Crisis Communications with a certificate in Business Sustainability Management from the University of Cambridge. | Sahara | The Readmond Company | Los Angeles, California, United States | 2-10 | |||||||||||||||
99 | linkedin.com/in/ACwAAAEB7ZEBegq70X0cf1Q2q3YdBsjTJRjq96w | Jonathan | White | Director of Operations and Fiscal Sponsorship | jwhite@redfordcenter.org | redfordcenter.org | As an accomplished executive I have a proven track record of successfully managing operations, scaling organizational efficiencies and systems while growing revenues and programs. I excel at strategy and business development, growth management, and operational leadership. I am a problem solver with attention to detail. Non-Profit Operations & Finance Management Project Management Consumer Insights/Marketing Analysis Financial Planning and Forecasting (FP&A) Film Production and Post-Production Business Development and Sales | Sahara | The Redford Center | San Francisco, California, United States | 2-10 | |||||||||||||||
100 | linkedin.com/in/ACwAAAE8F2EBd_WI-qIOCAK_Y5-Cb5_PtjJZPsI | Blake | Garrett, SIOR | Landlord Representation | blake.garrett@thereefgroup.com | http://www.thereefgroup.com/ | (949) 375-3609 | The Southern California and surrounding area commercial real estate market is challenging today. Here is what we are hearing: ➀ It is a seller’s market, the good news is that your property is worth more than ever before, the bad news is finding the replacement is a challenge. ➁ If you are an investor, the good news is interest rates are low and money is cheap, the bad news is it is difficult to find worthy real estate deals that are cash flow positive. ➂ If you are an industrial tenant, the good news is eCommerce has created unprecedented demand, the bad news is that as you scale, it is difficult to find reasonably priced rental rates, especially for modern facilities. But it doesn’t have to be bad… The Reef Group has inside knowledge, a specialty in finding hard-to-discover off-market deals, and creating win/win commercial real estate relationships. We have the ability to think outside the box, put together creative solutions, and tailor every single deal to match the needs of our clients. ► If you are facing a huge challenge with your commercial real estate needs, let’s chat. Whether or not we decide to work together, I can provide insights that will help you identify solutions you never thought possible. Feel free to reach out to me directly: ✉ bg@thereefgroup.com | ✆ (949) 375-3609 | Sahara | The Reef Group | Los Angeles Metropolitan Area | 2-10 | bg@thereefgroup.com | |||||||||||||