Top Treasurers in Greater San Diego Area

Jim Seines

VP of Finance

Greater San Diego Area

VP of Finance

Pure Source H2O, LTD.

VP Corporate Finance

Vice President, Finance and Treasurer

Director, Strategic Planning

Director, Investor Relations

Business Manager

Naval Aviator

Montana State University-Bozeman

Recommendations: 14

Investor Relations

Strategy

Finance

Management

Telecommunications

Mergers & Acquisitions

Leadership

Strategic Planning

Gretchen Kinney Newsom

Political Director / Organizer

Greater San Diego Area

Political Director / Organizer

Consultant/President

President

Principal and Director of Communications and Legislative Affairs

Special Assistant to the Chairman

Associate and Executive Administrator

Executive Administrator and Associate

Deputy Policy Director

Executive Fellow and Policy Advisor to the State Treasurer

President and CEO

Humboldt State University

California State University-Sacramento

Recommendations: 14

Public Speaking

Policy

Public Relations

Press Releases

Newsletters

Leadership Development

Policy Analysis

Public Policy

JoAnne Berg

Board Treasurer

Greater San Diego Area

Board Treasurer

Partner and Former Board Member

CFO, COO, Shareholder

Grant making Team Member

Organizational Consultant

Adjunct Faculty

Management Consultant/CPA for Closely Held Businesses

Chief Financial Officer

VP-Finance and Administration-Southern California Division

CPA/Partner

Senior Staff/Audit and Mgmt Consulting

University of Minnesota - Carlson School of Management

Recommendations: 12

Strategic Planning

Workshop Facilitation

Board of Director experience

Non-profits

Fundraising

Public Speaking

Philanthropy

Start-ups

John Bryan, DBA, CMC

Founder and President

Greater San Diego Area

Founder and President

Business advisor

Adjunct Professor, College of Doctoral Studies

Chair of the Board

Membership Chair and President, San Diego Chapter

Adjunct Professor

Contract Consultant

Senior Staff Consultant

Contract Consultant

Consultant

Board Member

Board Treasurer

Senior Project Manager and Account Director

Chief Project Manager and Director of Operations

Project Manager

University of Phoenix

Rutgers, The State University of New Jersey - Rutgers Business School

University of California, San Diego

La Jolla High School

Recommendations: 11

Wayne Holley, PMP

Assistant Project Manager

Greater San Diego Area

Assistant Project Manager

Business Owner

Vice President Programs

Deputy Vice President Programs

President

Adjunct Instructor, PMP Prep Class

Dinner Event Project Manager

Volunteer

Volunteer, Programs Committee

Supeintendent/Project Manager

Volunteer

Assistant Site Superintendent

Judging Chair

Treasurer

Serve-a-thon Site Captain, Extreme School Makeover!

Route Truck Manager, Logistics Committee, 2010 19th Annual Start! Heart Walk

Regular Volunteer

Sergeant at Arms

Project Manager, Project of the Year Awards Ceremony

Area 25 Governor

VP Education

Sr. Financial Analyst

President

Finance Manager

VP Membership

Project Manager and Controller

Operations Director

Sr. Systems Analyst

University of California, San Diego

University of West Florida

Recommendations: 10

Problem Solving

Critical Thinking

Budget Analysis

Teamwork

Team Building

Customer Service

Time Management

Certified Lead Paint Renovation Technician

w*****@wayneholley.com

Frederick Zarndt

Secretary, IFLA Newspapers Section

Greater San Diego Area

Secretary, IFLA Newspapers Section

Consultant

Entrepreneur in Residence

CxO

Consultant

Secretary / Treasurer

Chair, Newspaper Section

Board Member

President

CTO / VP of Engineering

Treasurer / Member of the Board of Directors

Senior Development Manager

Consulting Engineer

Brigham Young University

Concordia College - Minnesota

Montana State University

Weber State College

Recommendations: 10

Project Management

Testing

Quality Assurance

Strategic Technology...

IT Operations Management

Software Development

Software Engineering

Agile Methodologies

f****[email protected]

Rick Vargas

Senior Software Engineer - Internal Systems

Greater San Diego Area

Senior Software Engineer - Internal Systems

Change Management - Operations Engineering

Operations Coordinator - Operations Engineering

Treasurer and Board of Director/ Digital Signage Consultant

President and Board of Director

Senior Consultant

Sr System Engineer - Team Lead

Treasurer and Board of Director

Director of Production

Consultant, DBA, and Trainer

Network Assistant, Student Intern

Pharmacy Technician

Saint Xavier University

Gage Park H.S.

Recommendations: 7

Management

Leadership

Agile Methodologies

ITIL

IT Operations

Unix

Servers

Enterprise Software

Nathan P. Weber, CPA, CGMA

Founder & President

Greater San Diego Area

Founder & President

Chief Financial Officer (CFO) | Consultant

Board Member | Treasurer | Finance Committee Chair

Board Member | Audit Committee Chair | Finance Committee

Board Member | Treasurer | Chief Financial Officer (CFO)

Board Advisor | Chief Financial Officer (CFO)

Vice President, Finance

Chief Financial Officer (CFO)

Senior Manager / Valuation Consultant

Board Member | Treasurer

Senior Director of Finance

Financial Statement Auditor

Work Center Supervisor

California State University-San Marcos - College of Business Administration

Recommendations: 6

Cash Flow

Organizational...

Mergers

Finance

Corporate Finance

Financial Reporting

Managerial Finance

Consolidation

n****[email protected]

Michael Brower

Co-Founder

Greater San Diego Area

Co-Founder

Chief Financial Officer

Director and Acting CFO

Managing Director

Board Member and Treasurer

Director and Acting Chief Financial Officer

University of San Diego

California State University, Chico

Recommendations: 5

Public Speaking

Start-ups

Marketing

Finance

Sales

Strategy

Leadership

Strategic Planning

Stefan MBA

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

CFO

Chief Financial Officer

Treasurer, Director Corporate Development

President

Treasurer, VP Finance, Consultant

Chief Financial Officer

Investment Officer

UCLA Anderson School of Management

University of Denver - Daniels College of Business

Recommendations: 5

Mergers

Start-ups

Strategic Partnerships

Accounting

Business Planning

Business Strategy

Change Management

Competitive Analysis

Charla MBA

VP Finance Planning & Analysis / Chief Financial Officer (CFO)

Greater San Diego Area

VP Finance Planning & Analysis / Chief Financial Officer (CFO)

Acting CFO

Strategic Partnership Advisor

Corporate Financial Advisor (FP&A)

Acting CFO

Corporate Financial Advisor (FP&A)

Co-Founder & Treasurer

Chief Financial Officer

Controller

Regional Financial Controller

Revenue & Sponsorship Accountant

Account Manager

University of Phoenix

Recommendations: 5

Mergers & Acquisitions

Due Diligence

Strategic Planning

Budgets

Start-ups

Accounting

Finance

Financial Analysis

Corey Wilson-Wirth

Director of Engineering

Greater San Diego Area

Director of Engineering

Company Leader, R/GA Accelerator Powered by Techstars

Board Member and Treasurer

Director of Advanced Technology

Director of Product Development, Foot/Ankle

Operations Manager

Product Development Manager

Program Director, Debridement

Project Engineer

Project Engineer, Hip Product Group

Purdue University

Georgia Institute of Technology

Recommendations: 5

Commercialization

Medical Devices

Orthopedic

Product Development

ISO 13485

Product Launch

FDA

Design Control

c*****@wilsonwirthdesign.com

John Shaull

Manager

Greater San Diego Area

Manager

Math Teacher - North Star Academy

Teacher

Finance Consultant

Director of Finance

Assistant Treasurer

Treasury Operations Manager

Santa Clara University

Recommendations: 5

Investments

Start-ups

Venture Capital

Mathematics

Fundraising

teaching adults

Teaching/mentoring

Entrepreneurship

Tim Laughlin

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Acting Treasurer

Assistant Treasurer

Director, Joint Ventures and Business Development

Manager, Settlement Products

Manager, Corporate Finance

Vice President, Finance and Director

Audit Senior

Wake Forest University

Recommendations: 5

Forecasting

Telecommunications

Cross-functional Team Leadership

Financial Modeling

Mergers

Business Operations

Joint Ventures

Strategic Partnerships

Liz Rincon, GRI

Real Estate Agent in Point Loma & Ocean Beach

Greater San Diego Area

Real Estate Agent in Point Loma & Ocean Beach

Treasurer of Point Loma Ocean Beach Realtors Association

San Diego Realtor

San Diego Real Estate Agent

Recommendations: 4

Referrals

Investment Properties

Real Estate Transactions

Short Sales

Sellers

Real Estate

First Time Home Buyers

Condos

z****[email protected]

Patty Cowan

Chief Executive Officer

Greater San Diego Area

Chief Executive Officer

Member

Treasurer (volunteer)

Executive Director

Cal State Long Beach

University of San Diego

University of Maryland University College

Recommendations: 4

Program Development

Philanthropy

Volunteer Management

Grants

Budgets

Annual Giving

Social Networking

Program Management

p*****@csfkids.org

p****[email protected]

Treva Adams, CPA, CGMA

Principal

Greater San Diego Area

Principal

Senior Internal Auditor-Consultant

Secretary / Treasurer

Vice President of Education

Volunteer Instructor

Sr. Database Analyst

Manager Financial Planning & Analysis

Senior Corporate Analyst

Business Analysis Manager

Finance Manager

Controller

Senior Consultant

California State University-Northridge

Recommendations: 4

Process Improvement

Sales

Staff Augmentation

LLC

Tax

Budget

Financial Reporting

Accounting

Rosemary Stabrawa

Treasurer

Greater San Diego Area

Treasurer

Board Treasurer

Senior Vice President, Asset Management

Board Secretary-Treasurer

Affordable Property-Asset Manager

Property Manager

University of Illinois and Northeastern Illinois University

Recommendations: 4

LIHTC

Affordable Housing

Tax Credits

Real Estate

Due Diligence

Real Estate Economics

Asset Managment

Loans

Michelle Donley

Customer Service Lead

Greater San Diego Area

Customer Service Lead

Manager & Cheese Monger

Sales Representative

Retail Channel Manager

Writer & Photographer

Volunteer Treasurer

Marketing and Promotions Manager

Teacher

Intern

Collections Manager

Manager and Cheese Monger

Student

Intern

Teacher's Assistant

Buyer, housewares

University of California, San Diego

San Diego City College

Recommendations: 4

Inventory Management

Supervisory Skills

Hiring

Research

Customer Service

Food

Hospitality

Invoicing

Mark Fingerlin

Chair

Greater San Diego Area

Chair

Director of Research and Consulting

Director of Wealth Management & Chief Investment Officer

Principal Consultant

President and CEO

Managing Director for Private Banking; President- HomeFed Trust Company

Vice President- National Accounts

Regional Vice President

Naval Aviator

President & CEO

Assistant Treasurer

LEAD

Rider University

Recommendations: 3

Wealth Management

Mergers

Strategic Planning

Capital Formation

Investments

Executive Coaching

Commercial Aviation

Mergers & Acquisitions

Dan Kitchen

Mortgage Loan Officer

Greater San Diego Area

Mortgage Loan Officer

VP, Mortgage Loan Production

Vice President - Business Loan Collections Manager

Vice President - Regional Business Development Officer

Board Volunteer / Vice President / Treasurer

Board Member

VP - Branch Manager

Small Business Banking Officer

Financial Services Manager

Financial Services Representative

Lead Tele-Service Representative

Teller

San Diego State University-California State University

Western CUNA Management School

Recommendations: 3

Small Business Lending

Credit

Loans

Banking

Commercial Mortgages

Leadership

Sales Management

Team Building

Nathaniel Donnelly MBA, PMP, PMI-RMP, REALTOR®

Allan Tentler

Financial Advisor

Greater San Diego Area

Financial Advisor

Executive Board of Directors

Secretary Treasurer

President

Investment Advisor

Investment Executive

San Diego State University-California State University

Recommendations: 3

a*****@tentlerfinancial.com

Ellen Hoffman, MBA

Corporate Treasurer

Greater San Diego Area

Corporate Treasurer

Assistant Vice President

Director, Cash Management

Vice President-Investment Officer

City University of New York-Baruch College - Zicklin School of Business

State University of New York at Stony Brook

Harvard Business Club of San Diego

University of Michigan - Stephen M. Ross School of Business

Recommendations: 3

Cash Management

Investment Management

Debt Management

Debt Restructuring

Investor Relations

Enterprise Risk...

Risk Management

Real Estate Transactions

e****[email protected]

CEO and Residential Realtor

Greater San Diego Area

CEO and Residential Realtor

NAOC2 Program Support

Risk Management Coordinator

MOC Integration Support

Senior Consultant

Treasurer

Veterans Coordinator

Consultant and Advisor

President

Senior Vice Chairman

Member - Board of Directors

President

Western Regional Director

Founding President

Sergeant

San Diego State University-California State University

Recommendations: 3

Administration

Public Speaking

Non-profits

Social Media

Team Building

Microsoft Excel

Microsoft Office

Entrepreneurship

n****[email protected]

Raina Wallace

Senior Accountant

Greater San Diego Area

Senior Accountant

Property Tax and Fixed Asset Accounting

Volunteer Treasurer

Accounting Consultant

Chief of Staff

Program Manager

San Diego State University-California State University

Recommendations: 3

Process Improvement

Strategic Planning

Program Management

Business Development

Start-ups

Financial Analysis

Leadership

Project Planning

Jim Peevey

Vice President of Operations/Principal

Greater San Diego Area

Vice President of Operations/Principal

Chairman of the Board

Member

Treasurer and past president

Certified Church Consultant

LSU

Recommendations: 2

Contract Negotiation

Construction

Contractors

Construction Management

Budgets

Pre-construction

Leadership

Process Scheduler

Luciana Forati

Student PhD Business

Greater San Diego Area

Student PhD Business

VP of Technology/Social Media and Membership

Student Recruiter/Call Center

Computer Lab Assistant

Marketing and Public Relations Intern

Soccer Coach

Quality Control

Assembler

Treasurer

Web Design Intern

Student Association (Campus and University level) - Sports Coordinator

San Diego University for Integrative Studies

National University

University of Minnesota Crookston

Recommendations: 2

quality control (IT)

websites

spanish (native)

Joomla

Social Media

CSS

TESOL

Facebook

John Dillen

CFO

Greater San Diego Area

CFO

Chief Financial Officer

Executive Consultant

CFO/CEO

Chief Financial Officer / Secretary / Treasurer

Financial Management

Georgetown University

Loyola HIgh School

Recommendations: 2

Leadership

Strategic Planning

Real Estate

Investments

Entrepreneurship

Small Business

Negotiation

New Business Development

j*****@byreferralonly.com

Brian Markworth

Director

Greater San Diego Area

Director

Associate

Vice President of Finance

Associate

Chief Financial Officer

SVP Finance and Treasurer

University of Virginia

Sahuaro High School

Recommendations: 1

Private Equity

Valuation

Financial Modeling

Investment Banking

Capital Markets

Due Diligence

Equities

Financial Services

Jerry Bice

CEO

Greater San Diego Area

CEO

Broker

Broker Associate

Treasurer

San Diego State University-California State University

University of California, Santa Cruz

Recommendations: 1

Property Management

Real Estate Investment

Real Estate

Rentals

Investment Properties

Contract Negotiation

Investments

Financial Analysis

Jonathan D. Shapiro, CFA, CPA

Board Member

Greater San Diego Area

Board Member

Fund Manager

Board Member, Treasurer

Co-Founder, President & CFO

Advisory Board Member - New York

CFO, Board Member

Board Member and Treasurer

Partner

Columbia University - Columbia Business School

London Business School

Pace University - Lubin School of Business

Rutgers University-New Brunswick

Bridgewater Raritan High School

Recommendations: 1

Mergers & Acquisitions

Due Diligence

Private Equity

Valuation

Strategy

Investments

Business Strategy

Finance

Gay Farace-Mann

Contracts Administrator/Project Coordinator

Greater San Diego Area

Contracts Administrator/Project Coordinator

Full time Youth Sports Volunteer

Graduate Trainee

Volunteer Treasurer

Project Coordinator/Administrative Assistant

Staff Accountant

Project Coordinator/Admin Assistant

Claims Analyst

Accounting Assistant

Volunteer Treasurer

San Diego State University

UCSD Systems Requirements Certification

Recommendations: 1

SharePoint

Business Intelligence

Databases

Software Project...

Software Documentation

Microsoft SQL Server

Testing

Integration

Dr. Rachel Richards

Treasurer

Greater San Diego Area

Treasurer

Chiropractic Intern

Nuclear Engineer

Palmer College of Chiropractic-West

Montana State University-Bozeman

Recommendations: 1

Nutrition

Healthcare

Wellness

Public Speaking

Leadership

Team Building

Microsoft Office

Strategic Planning

o****[email protected]

Steve Hermes

Member Board of Trustees

Greater San Diego Area

Member Board of Trustees

Co Founder, Board Member, and CFO

Board Member & Treasurer

Adjunct Faculty

Adjunct Professor

Attest Services Director

Former Board Chair and Audit Committee Chair

Director of Attest Services Group

Audit Supervisor

Indiana University Bloomington

Illinois College

Recommendations: 1

Accounting

Non-profits

Nonprofits

Financial Reporting

Internal Controls

Marketing

Managerial Finance

Auditing

h****[email protected]

s*****@missionedgesd.org

Jia Wang, Ph.D. Biology

Literature Researcher

Greater San Diego Area

Literature Researcher

Research Assistant

Teaching Assistant

VP and Treasurer

Undergraduate Research Assistant

Internship

Illinois Institute of Technology

Guizhou University

Recommendations: 1

Molecular Biology

Gel Electrophoresis

Molecular Cloning

Microbiology

Western Blotting

Protein Expression

Laboratory

SDS-PAGE

w****[email protected]

Cindy (Hyatt) Moreno

Member Conferences and Expo Committee

Greater San Diego Area

Member Conferences and Expo Committee

Technical Sales Representative

Region X YEA Coordinator

Region X Treasurer

Outside Sales - Sales Director

Outside Sales

Outside Sales Rep

Inside Sales

Inside Sales/Estimating

University of Phoenix

Arizona State University

Recommendations: 1

HVAC

Energy Efficiency

Sales

Construction

Sustainability

Plumbing

Organization

Contractors

Carey Storm

Treasurer

Greater San Diego Area

Treasurer

Staff Commodore

Director of Operations

Managing Director

Executive Administrator of US Operations

San Diego State University-California State University

Recommendations: 1

Employee Training

Program Management

Strategic Planning

Team Leadership

Operations Management

Training

Customer Service

Management

c*****@elwersfamily.com

Janet Jung

Controller

Greater San Diego Area

Controller

Director of Finance

Controller, Treasurer

Sr. Revenue Accountant

University of California, Irvine

University of California, San Diego

Recommendations: 0

Cost Benefit

Government Contracting

Budgets

Financial Reporting

Management

Financial Analysis

Mergers & Acquisitions

Strategic Planning

j*****@champsplaza.com

j*****@all-star.com

Mabel VandenBrink

Owner

Greater San Diego Area

Owner

Treasurer for San Diego Region

Estate Planning Paralegal

Cal State Fullerton

University of California, Irvine

Recommendations: 0

Powers of Attorney

Special Needs Trusts

Estate Planning

Trusts

Estate Administration

Trust

Probation

m*****@sdcountyfiduciary.com

Akash Palkhiwala

SVP & Treasurer

Greater San Diego Area

SVP & Treasurer

Director, Strategy & Acquisitions

Private Equity Analyst

University of Maryland

L.D. College of Engineering

Recommendations: 0

Strategy

Corporate Finance

Corporate Development

Valuation

Strategic Financial Planning

Investment Banking

Financial Modeling

Financial Analysis

a****[email protected]

Jason Tozzi

Enterprise Account Manager

Greater San Diego Area

Enterprise Account Manager

Enterprise Account Manager - Financial Services

Account Manager

Territory Development Manager

Inside Sales Representative

Client Service / Investment Rep - Assistant Treasurer

University of Massachusetts, Amherst

Recommendations: 0

Salesforce.com

Storage

Solution Selling

Disaster Recovery

Cloud Computing

Sales Process

Enterprise Software

Data Center

Carola Smith

Membership Services Coordinator

Greater San Diego Area

Membership Services Coordinator

Board Treasurer

business

Portland State University

Royal College of Art

Recommendations: 0

Microsoft Office

Account Management

Fine Art

Performing Arts

Visual Arts

Architectural Design

Architectural Drawings

Interior Architecture

Irving Partida

Legal Intern

Greater San Diego Area

Legal Intern

Summer Intern

Legal Assistant

Law Clerk

Volunteer Assistant

Regional Political Director

Temporary position as a Clerk/Receptionist

Treasurer

Logistics Clerk

Student-Worker

Student Volunteer

Law Clerk

Legal Intern

Paralegal

California Western School of Law

University of Oxford

San Diego State University-California State University

Recommendations: 0

Research

Legal Research

Logistics

Entrepreneurship

French

Nonprofits

Microsoft Word

Management

i****[email protected]

Ginger ( Cowan) Cary

Legal Consultant and Director of Business Development

Greater San Diego Area

Legal Consultant and Director of Business Development

Director of Business Development and Legal Consultant

Event Coordinator and Treasurer

Event Coordinator

Law Clerk

Legal Consultant

Vice President (Legal), Treasurer and Event Coordinator

California Western School of Law

New College of Florida

North Carolina School of Science and Mathematics

Recommendations: 0

Microsoft Office

Research

Microsoft Excel

Microsoft Word

Legal Assistance

Events Coordination

Coordinating Events

Coordinating Special Events

Catherine Hastings

Director of Financial Accounting & Audit

Greater San Diego Area

Director of Financial Accounting & Audit

Chief Financial Officer

Senior Manager

Vice President Internal Audit

Chief Accounting Officer and Treasurer

San Diego State University

UC Irvine

Recommendations: 0

Auditing

Financial Accounting

Accounting

SEC filings

Internal Audit

Due Diligence

Financial Reporting

Sarbanes-Oxley Act

Melanie Krupa-Kelly

Maternity Care Coordinator & GYN Surgical Care Coordinator

Greater San Diego Area

Maternity Care Coordinator & GYN Surgical Care Coordinator

GYN/Maternity Care Coordinator & GI interm Care Coordinator.

Treasurer

Board Of Director/Education

RN, MSN, CNOR. Nurse Case Manager, Vascular Research Coordinator

Certified Nurse Operating Room (CNOR)

Sigma Theta Tau International

Recommendations: 0

Operating Room

CNOR

Vascular

Nursing

Healthcare

Patient Safety

Hospitals

BLS

Neil Martin

Senior Auditor

Greater San Diego Area

Senior Auditor

Sr. Director Finance, FLO TV

Director Finance, Corporate FP&A

Manager- Project Finance & Global Investments

SVP & Treasurer

Vice President Corporate Finance

Vice President Finance, QMT

Vice President Finance

Sr. Director Finance, QMT (Qualcomm MEMS Technology)

Loyola Marymount University

Recommendations: 0

Corporate Development

Financial Analysis

Financial Modeling

Mobile Devices

Sarbanes-Oxley Act

Start-ups

Wireless

Mergers & Acquisitions

n*****@qualcomm.com

Simona Grosu, OD

Optometrist

Greater San Diego Area

Optometrist

On-call optometrist

Optometrist

Associate Optometrist

Marketing Assistant

Treasurer

Research Assistant

New England College of Optometry

University of Missouri-Saint Louis

Recommendations: 0

Ophthalmology

Healthcare

Contact Lenses

Eye Exams

Eyewear

Optometry

LASIK

Lenses

Mia Douglass

Registered Nurse

Greater San Diego Area

Registered Nurse

Founder and Treasurer

Volunteer Coordinator Co-Lead

Tutor

Research Technician/Lab Manager

Azusa Pacific University

University of California, San Diego

Recommendations: 0

Cell Culture

PCR

In Vivo

Immunohistochemistry

Flow Cytometry

Tissue Culture

qPCR

Non-profits

Lucy von Buttlar

Member Leader Board

Greater San Diego Area

Member Leader Board

Member Finance Committee of the San Diego Chapter

Senior Vice President Wealth Management Group in La Jolla

Senior Private Banker, Certified Wealth Strategist

Volunteer advisor

member

Domain Expert Finance

Treasurer

Board Member, Finance Committee

Senior Vice President San Diego Private Client Services

Private Banker

Vice President The Private Bank

Loyola University Maryland

The Johns Hopkins University

Recommendations: 0

Commercial Lending

Commercial Banking

Credit

Wealth Management

Banking

Private Banking

Loans

Lines Of Credit

Len Rogozinski

Finance Director

Greater San Diego Area

Finance Director

Finance Director / Assistant Treasurer

CFO

Finance Director

Assistant Administrator

Finance Director

Financial Analyst

DePaul University

Northern Illinois University

Recommendations: 0

General Ledger

Due Diligence

Internal Controls

Financial Reporting

Managerial Finance

Financial Modeling

Financial Analysis

Cash Management

Amy Archipov

Engineering Coordinator

Greater San Diego Area

Engineering Coordinator

Office Manager

Parent Coordinator and Board Member

Treasurer

Office Assistant

Board Member, VP, Treasurer, President

Noon Duty/Kitchen Staff

Program Manager

Business Systems Analyst

Associate Engineer

Sr. Operations Project Analyst

Business Systems Analyst

Industrial Engineer

San Diego State University-California State University

University of BuffaloCollege Internship - Occidental Chemical Company - University of Buffalo

State University of New York College at Buffalo

San Diego State University

Recommendations: 0

Team Building

Team Leadership

Customer Service

Strategic Planning

Program Management

Negotiation

Training

Process Improvement

a****[email protected]

Gene B.

Senior Director of Investor Relations & Treasury

Greater San Diego Area

Senior Director of Investor Relations & Treasury

Senior Director of Investor Relations & Treasurer

Director, Treasury Services

Manager, Treasury Services

University of Miami Business School

Recommendations: 0

Treasury Management

Liquidity Management

Cash Flow Forecasting

Cash Management

Debt

Capital Structure

Hedging

Corey Baker, Ph.D.

UC President's Postdoctoral Fellow

Greater San Diego Area

UC President's Postdoctoral Fellow

CEO and President

Research Assistant

National Treasurer

RF Architecture Intern

Graduate Intern

Research Assistant

Region 6 Chair Emeritus/Parliamentarian

Research Assistant

Region 6 Chairperson

Software Engineer Intern

Region 6 Treasurer

Database Administrator Intern

Firmware Engineer Intern

Executive Support Intern

University of Florida

California State University-Los Angeles

San Jose State University

Alabama State University

Recommendations: 0

C++

Swift

iOS Development

Matlab

Java

Public Speaking

Alexis Dow, CPA

Owner

Greater San Diego Area

Owner

Director of Financial Services

Member

Director

Audit Committee Member

member

Member

National Chair

Director

Auditor General

Director

Trustee

Director and Treasurer

Sales representative

Board Chair and Member

CFO

CPA

Trustee

CPA

University of Rhode Island

Catherdral Parent

Recommendations: 0

Forensic Accounting

Government

Class Actions

Auditing

Non-profits

Audit

Financial Analysis

Accounting

Danny Recht

Financial Consultant

Greater San Diego Area

Financial Consultant

Managing Partner

Treasurer

CFO

Financial Advisor

University of Arizona

Patrick Henry High School

Recommendations: 0

Estate Planning

Retirement Planning

Wealth Management

Insurance Strategies

Investment Services

Jamie Javelona

Solar Marketing Specialist

Greater San Diego Area

Solar Marketing Specialist

Treasurer

San Diego State University-California State University

International Christian School

Recommendations: 0

Management

Microsoft Excel

PowerPoint

Microsoft Office

Research

Microsoft Word

Proofreading

Social Networking

Daniel P.

Board Of Directors - Treasurer

Greater San Diego Area

Board Of Directors - Treasurer

Interim Chief Financial Officer

Director, Transaction Services

Chief Financial Officer

Advisor

Senior Associate

Chief Financial Officer

Board Treasurer

Senior Vice President - Finance

Advisory Board Member

Vice President - Finance and Revenue Cycle Management

Indiana University - Kelley School of Business

Maastricht University

Recommendations: 0

Vicki Mazur

Educational Specialist

Greater San Diego Area

Educational Specialist

Customized Math Tutoring

Substiture Math Teacher

Tutor/Instructor

Treasurer

Math Teacher

Substitute Math Teacher

Math Teacher

Student Teacher

Alliant International University-San Diego Scripps Ranch

San Diego State University

Recommendations: 0

Lesson Planning

Instructional Technology

Differentiated...

Classroom

Online Tutoring

Academic Tutoring

Integrating Technology...

Public Speaking

v****[email protected]

Richard Kalenka

Assurance Partner

Greater San Diego Area

Assurance Partner

Assurance Team Leader

Board Member and Treasurer

Columbia University - Columbia Business School

Saint John's University - Peter J. Tobin College of Business

Recommendations: 0

SEC filings

Financial Reporting

Auditing

Accounting

Assurance

Global Operations

Integration

SOX 404

Chris Bryant

President

Greater San Diego Area

President

Treasurer

San Diego State University-California State University

Recommendations: 0

Strategic Planning

Leadership Development

Budgets

Public Speaking

Non-profits

Customer Service

Fundraising

Sales Management

Evgeniya Vasilchenko

Process and Change Consultant - Major Projects

Greater San Diego Area

Process and Change Consultant - Major Projects

Treasurer

Project Manager

HR specialist recruitment, training and development

New York University

The Russian Presidential Academy of National Economy and Public Administration

Lomonosov Moscow State University (MSU)

Recommendations: 0

Project Finance

Human Resources

Recruiting

Renewable Energy

Management

Training

Personnel Management

Energy

e****[email protected]

David Smith

Senior Vice President, Treasury

Greater San Diego Area

Senior Vice President, Treasury

VP, Treasury & Tax and Treasurer

Senior Tax Manager

Tax Manager

The College of William and Mary

American University - Kogod School of Business

Recommendations: 0

CPA

Treasury

Corporate Tax

International Tax

Capital Markets

Capital Raising

Financial Analysis

Cost Of Capital

Lilli Morse

Client Care Specialist

Greater San Diego Area

Client Care Specialist

Treasurer Tax Collector Specialist

Proficiency Coach III

Asset Manager

Loss Mitigation Specialist III Underwriter

Account Executive

St. Petersburg College

University of South Florida

Recommendations: 0

Mortgage Lending

Loans

FHA

Underwriting

Management

Training

Portfolio Management

Marketing

Dana McGowan

VP Finance, CFO and Treasurer

Greater San Diego Area

VP Finance, CFO and Treasurer

CFO

VP Finance and CFO

Investor Relations Consultant

Consultant

VP Finance and Adminstration, CFO

CFO

Acting CFO

CFO

Recommendations: 0

IPO

Venture Financing

M&A experience

Debt & Equity Financing

Investor Relations

Business Planning

Business Operations

Venture Capital

Trevor Renfield

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Vice President, Chief Accounting Officer

VP Finance and Treasurer

Senior Director of Finance

Recommendations: 0

Sarbanes-Oxley Act

SEC filings

Mergers

Revenue Recognition

Financial Reporting

Forecasting

Financial Analysis

Start-ups

John W. Cardosa

Vice President - Alternate Group Manager

Greater San Diego Area

Vice President - Alternate Group Manager

Vice President

Consultant

CFO - Vice President Finance

Treasurer

San Diego State University-California State University

Recommendations: 0

Mergers

Corporate Finance

Investment Management

Non-profits

Financial Analysis

Mergers & Acquisitions

Nonprofits

Financial Reporting

Lisa Matich

Treasurer

Greater San Diego Area

Treasurer

CFO

Director of Financial Planning & Analysis

Director of Corporate Performance Reporting

Senior Manager

Financial Consultant

Chief Financial Officer

University of California, Berkeley

University of California, Berkeley - Walter A. Haas School of Business

Recommendations: 0

Finance

Business Strategy

Financial Analysis

Renewable Energy

Leadership

Energy

Management

Project Planning

Cheryl Wildenstein

Secretary / Treasurer

Greater San Diego Area

Secretary / Treasurer

Software Developer

Recommendations: 0

Lynnette CPA

Executive Board Member / Treasurer

Greater San Diego Area

Executive Board Member / Treasurer

Chief Financial Officer

Board Member

Executive Vice President, Chief Financial Officer

Chief Financial Officer / Financial Executive

Chief Financial Officer

Chief Executive Officer

Vice President Finance

Chief Financial Officer

Baylor University - Hankamer School of Business

Pascack Hills HS

Recommendations: 0

Financial Modeling

CPA

Strategic Financial Planning

Team Leadership

Team Building

Financial Analysis

Mergers

Accounting

Uri Guefen, M.D.

Speaker

Greater San Diego Area

Speaker

l Speaker

Perceptor, Nurse Practitioner Program

Medical Director Outpatient Clinics

Medical Director

Preceptor, Nurse Practitioner Program

Preceptor, Physician assistance Program

Medical director, Calexico outpatient center

Medical Director

Imperial County Jail Physician

Board of Directors

Speaker

CEO

Speaker

Medical director

Urgent Care Physician

Cruise Physician

Camp Physician

Fast Track Physician

Secretary

Emergency Medical Services , Medical Director

Base Station Director

Emergency Medical Services , Medical Director

Emergency Medical Care Committee

Emergency Physician

Emergency Department Special Educator

Emergency Physician

Medical Director, Emergency Department

Emergency Medical Services , Mrdical Director

Base Station Director

Emergency Medical Care Committee

President

Medical director, Emergency department

Treasurer

Urgent Care Physician

Cruise Physician

Emergency Physician

University of Miami

Universidad Autónoma de México

Recommendations: 0

ACLS

Board Certified

Physicians

Emergency Room

Urgent Care

Healthcare Management

Emergency Medical

EMR

u****[email protected]

Rhea Stewart

Lead Editor/Instructional Designer

Greater San Diego Area

Lead Editor/Instructional Designer

Instructional Design and Curriculum Development

Independent Citizens Oversight Committee President

Independent Citizens Oversight Committee President/Campaign Committee Treasurer

Foundation Board Member

Parks and Recreation Commissioner

San Diego State University-California State University

San Diego Mesa College

San Diego State University-California State University

Recommendations: 0

Leadership

Educational Technology

Instructional Design

Instructional Technology

Content Development

Curriculum Development

Staff Development

E-Learning

Steve O'Hara

Financial DIrector

Greater San Diego Area

Financial DIrector

Treasurer and CFO

Vice President, Finance and Administration

Division Manager

Director, Finance and Business Ops

San Diego State University

Recommendations: 0

Operations Management

Data Center

o****[email protected]

Elvia Elena Montenegro

Kitchen and Bath Sales Associate

Greater San Diego Area

Kitchen and Bath Sales Associate

Cashier

Holiday Sales Temp

Receptionist / ISO 14001 Administrator

Controller/Administrative Manager Tijuana

Treasurer

Centro de Ensenanza Tecnica y Superior

Recommendations: 0

Spanish

English

Microsoft Office

Administration

Customer Relations

Public Relations

Documentation

Customer Service

e****[email protected]

Michael Rocklin

Sr. Treasury Analyst

Greater San Diego Area

Sr. Treasury Analyst

Treasury Analyst

Sr. Financial Management Associate

Treasury Manager

Owner

Assistant Treasurer

Director of Financial Planning

Wayne State University

University of Detroit Mercy

Recommendations: 0

Managerial Finance

Strategic Financial Planning

Financial Analysis

Sarbanes-Oxley Act

Accounting

Financial Reporting

Internal Controls

Treasury Management

Steven Kemper

CFO & Treasurer

Greater San Diego Area

CFO & Treasurer

President

Adjunct Professor of Finance, School of Business

Board Member

Board Member/Advisory Board

CFO, Treasurer and Secretary

CFO and Treasurer

Chairman, Audit Committee

CFO and Treasurer

Chief Financial Officer

CFO

Controller

Loyola Marymount University

SDSU

University of California, San Diego

Recommendations: 0

Audit Committee

Mergers

Team Building

IPO

Secondary Offerings

Private Equity

Venture Financing

Corporate Finance

Jessica Larios

Distributor

Greater San Diego Area

Distributor

Owner

Board of Directors- Treasurer

Moorpark College

North Dakota State University

Recommendations: 0

Public Speaking

Animal Welfare

Animal Behavior

Conservation Issues

Small Business

Coaching

Team Building

Wildlife

Scott Wallace

Senior Vice President - Treasurer

Greater San Diego Area

Senior Vice President - Treasurer

Project Leader

Managing Director - Finance & Treasurer

Chief Accounting Officer and Chief Administrative Officer

VP - Finance

Controller

Senior Manager

University of California, Los Angeles

Recommendations: 0

Julia Sparkman

Founder | Chief Consultant

Greater San Diego Area

Founder | Chief Consultant

Experienced Registered Yoga Teacher

Program Facilitator

Manager of Client Success

Leadership

Marketing Coordinator

Treasurer and Vice President, Graduate Communication Association

Organizational Development Intern

Graduate Assistant

DePaul University

Core Power Yoga

University of Cape Town

Recommendations: 0

Writing

Research

Yoga

Organizational Consulting

Communicating

Organizational Development

Volunteerism

Brand Development

Barb Stead

Foundation Accountant

Greater San Diego Area

Foundation Accountant

Treasurer

Agency Shopper for Encinitas food pantry

Accountant - Independent Contractor

Assistant Project Controller & Financial Analyst

Senior Tax Professional

Tax Professional

Auditor and Senior Tax Professional

Westmont College

Recommendations: 0

Quickbooks

Accounting

General Ledger

Tax

Financial Reporting

Bookkeeping

QuickBooks

Financial Accounting

Steven Fisher

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

SVP Finance and Treasurer

Director, Strategic Financial Planning & Analysis - CEO’s Office

Senior Operations Financial Analyst - Science and Technology Segment

Senior Financial Analyst - Corporate Financial Planning & Analysis

Consultant

Lead Engineer

University of Pennsylvania - The Wharton School

Rensselaer Polytechnic Institute

Recommendations: 0

Risk Management

Process Improvement

Mergers & Acquisitions

Corporate FP&A

Capital Markets

Operations Management

Business Valuation

Working Capital Management

A-Quan Watso

Treasurer

Greater San Diego Area

Treasurer

Owner

Recommendations: 0

Michael Pogrebinsky

Law Clerk

Greater San Diego Area

Law Clerk

Research Assistant for Professor Michael Rappaport

Legal Intern

Office Intern

Treasurer

Intern

University of San Diego School of Law

University of San Diego

Recommendations: 0

Data Entry

Legal Document Handling

Office Maintenance

Microsoft Word

Research

Microsoft Excel

Ira Owner

Co-founder, VP of Product and Marketing @ iRates RMS - SaaS B2B

Greater San Diego Area

Co-founder, VP of Product and Marketing @ iRates RMS - SaaS B2B

Hospitality Revenue Management and Analytics consultant and coach

Director of Revenue Management

Senior Director of Product Management, Data & Analytics

Pricing Intelligence Product Leader

Senior Product Strategist

Director of Technology - Board of Directors Member

Board Member at Center for Hospitality Research | Cornell SHA

Revenue Management Consultant

Sales and Marketing, Revenue Management

Treasurer - Board of Directors member

San Diego State University-California State University

Belaruski Dziarzhauny Universitet

Recommendations: 0

i****[email protected]

i*****@i-rates.com

Kelly San George

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Director - Finance

Vice President Finance & Administration

Treasurer

Assistant Treasurer

MIT Sloan School of Management

New Hampshire College

UMass Lowell

Recommendations: 0

Accounting

Mergers

Forecasting

Financial Analysis

Financial Reporting

Finance

Due Diligence

Medical Devices

k****[email protected]

Bernardo Andrade-Fimbres

Facilities Coordinator

Greater San Diego Area

Facilities Coordinator

Mayoral Campaign Support Staff

Manufacturing & Warehouse Specialist

Office Manager

Administrative/Financial Manager

Campaign Treasurer

Administrative Manager

Corporate Service Manager

Principal

Controller General

General Manager

Universidad Autonoma de Baja California

Recommendations: 0

Microsoft Office

Microsoft Excel

Microsoft Word

PowerPoint

Customer Service

English

Windows

Research

Jill (Klemann) Ragan, Esq.

Project Manager

Greater San Diego Area

Project Manager

Vice-President

Project Attorney

Contract Attorney

Specialist

Treasurer

Attorney

Office Assistant

Student Attorney

Intern

Mini-Pupil

Intern

Customer Service Intern

Roger Williams University School of Law

State University of New York College at Geneseo

Recommendations: 0

Legal Research

Litigation

Courts

Personal Injury

Trial Practice

Document Review

Class Actions

Hearings

Jennifer Neri

Academic Personnel Analyst

Greater San Diego Area

Academic Personnel Analyst

Treasurer Board of Directors

Graduate Coordinator

Admissions Advisor

Foreign English Teacher

Student Ambassador to the Chula Vista Chamber of Commerce

Intern of International Protocol

Shenzhen University

University of California, San Diego

Bonita Vista High School

Recommendations: 0

Teaching

Public Speaking

Community Outreach

Editing

Admissions

Qualitative Research

Non-profits

Microsoft Office

Melody Mitzy Arin

Crematory Operator

Greater San Diego Area

Crematory Operator

Class Lead Story Board Artist

Class Concept Story Artist, Animator

Treasurer

Art Institute of California SD

Recommendations: 0

Certified Public Notary

3D Studio Max

Animation

Maya

Character Animation

Computer Animation

Storyboarding

After Effects

Margot Dorn

Principal and Owner

Greater San Diego Area

Principal and Owner

Treasurer

Senior Financial Planner

International Accounting Manager

Audit Manager

San Diego State University-California State University

Recommendations: 0

Douglas Shultz

City Treasurer

Greater San Diego Area

City Treasurer

Owner/Wealth Manager

Palomar College

Ashford University

Brigham Young University

Recommendations: 0

Investments

Series 7

Banking

Loans

Customer Service

Private Banking

Financial Analysis

Cross Selling

Douglas Key

President and Director

Greater San Diego Area

President and Director

National Treasurer

Chief Financial Officer

Vice President - Business Unit CFO

Chief Financial Officer - Board Member

Chief Financial Officer

Chief Financial Officer - Member of the Board

Vice President - Chief Financial Officer

Auditor

University of Southern California

University of San Diego

Industrial College of the Armed Forces

Woodbury University

Recommendations: 0

Procurement

Microsoft Office

Public Speaking

Research

Fundraising

Event Planning

Time Management

Human Resources

Cara (Leone) Hilgesen

Senior Transportation Planner

Greater San Diego Area

Senior Transportation Planner

Senior Planner

Treasurer

Realtor

San Diego State University-California State University

Recommendations: 0

Traffic Impact Studies

Transportation Planning

Traffic Analysis

Report Writing

Project Management

Microsoft Office

CEQA

Land Use Planning

l*****@llgengineers.com

Jim Burke, CPA

Director, Assurance Services

Greater San Diego Area

Director, Assurance Services

Treasurer and CFO

Sergeant

Intern

Sergeant

San Diego State University

San Diego State University-California State University

Recommendations: 0

Auditing

Internal Controls

GAAP

Accounting

Assurance

Financial Reporting

Financial Accounting

CPA

Lindsey Davenport

Regional Office Administrator & Payroll Representative

Greater San Diego Area

Regional Office Administrator & Payroll Representative

Treasurer

Sales Specialist

San Diego State University-California State University

Semester at Sea

Recommendations: 0

Budgets

Sales

PowerPoint

Microsoft Excel

Teamwork

Event Planning

Time Management

Public Speaking

Michele Strand

Accounting Manager

Greater San Diego Area

Accounting Manager

Secretary (Volunteer)

Treasurer / Secretary (Volunteer)

Accounting Assistant

Grossmont College

Recommendations: 0

Notary Public

Microsoft Word

Word Perfect

Microsoft Excel

Lotus 123

Q&A

Dictaphone

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