C-Suite AdvisorsTM Index ACCOUNTING
FINANCE
Trent Brown Deloitte & Touche LLP trbrown@deloitte.com
Adam Abramowitz Intrepid Investment Bankers aabramowitz@intrepidib.com
Howard Grobstein Grobstein Teeple LLP hgrobstein@gtllp.com
Ed Bagdasarian Intrepid Investment Bankers ebagdasarian@intrepidib.com
Kris Kaufmann BDO USA, LLP kkaufmann@bdo.com
Geoffrey R. Berlin J.P. Morgan Private Bank geoffrey.r.berlin@jpmorgan.com
T’Shaka Lee Deloitte & Touche LLP tshakalee@deloitte.com
Jonathan Bluth Intrepid Investment Bankers jbluth@intrepidib.com
Scott M. Sachs, CPA CohnReznick, LLP scott.sachs@cohnreznick.com
Claudia Bodan Commercial Bank of California cbodan@cbcal.com
CONSULTING
Ryan Bristol J.P.Morgan Private Bank ryan.bristol@jpmorgan.com
Majid Abai Concepts Rise, LLC majid.abai@conceptsrise.com Brian Barry Dale Carnegie brian_barry@dalecarnegie.com Adam Bohn INC Technologies adam@inctech.net Joe Fox Vroozi joe.fox@vroozi.com James Harwood CoAdvantage james@totalhrmanagement.com Aramis Hernandez INC Technologies aramis@inctech.net Kevin S. Parikh Avasant kevin.parikh@avasant.com Andy Popov Avasant andy.popov@avasant.com Deborah Shames Eloqui dshames@eloqui.biz Randall Stone *māz randall.stone@emazexp.com e
Vlad Vaiman, PhD California Lutheran University School of Management vvaiman@callutheran.com Edward C. Wilson-Smythe Avasant edward.wilson-smythe@avasant.com
114
C-SUITE ADVISORY
Robert Dalie The Summa Group of Oppenheimer & Co. Inc. robert.dalie@opco.com Doug DeGroote DeGroote Financial Group doug@degrootefinancial.com Josh Fein Advice Period josh.fein@adviceperiod.com
Brandon Quartararo Intrepid Investment Bankers bquartararo@intrepidib.com Mike Rosenberg Intrepid Investment Bankers mrosenberg@intrepidib.com Larry Schnaid UBS Financial Services larry.schnaid@ubs.com Rich A. Schuette Avalan LLC rich@avalanwealth.com Michael Schwartz Galerie Michael, Inc. art@galeriemichael.com Michael Seccuro Intrepid Investment Bankers mseccuro@intrepidib.com Nerre Shuriah First Citizens Bank nerre.shuriah@firstcitizens.com
Jim Freedman Intrepid Investment Bankers jfreedman@intrepidib.com Michele L. Havens Northern Trust mlf3@ntrs.com
Bradley A. Barros Private Risk Capital bbarros@privateriskcapital.com Robert Di Paolo HUB International rob.dipaolo@hubinternational.com Bryce Eddy Tolman & Wiker Insurance Services beddy@tolmanandwiker.com Martin Levy, CLU/RHU CorpStrat Inc. marty@corpstrat.com Lars Rathje Lockton Companies lrathje@lockton.com Danone Simpson Montage Insurance Solutions danone@montageinsurance.com
Bruce Simon City National Rochdale LLC bruce.simon@cnr.com
Gregory Stephens Tolman and Wiker Insurance Services gstephens@tolmanandwiker.com
Tristan Snyder AGC Partners tsnyder@agcpartners.com
Robyn Welch HUB International robyn.welch@hubinternational.com
Advisory - Index
Jessop Fowler Merrill Corporation jessop.fowler@merrillcorp.com
INSURANCE
Brian Werdesheim Oppenheimer & Co. Inc. brian.werdesheim@opco.com
Scott Zimmerman CorpStrat Inc. scott@corpstrat.com
Dave Wolinksy Palm Tree dwolinksy@palmtreeadvisors.com
LEGAL
Jonathan Zucker Intrepid Investment Bankers jzucker@intrepidib.com
Jennifer Archie Latham & Watkins LLP jennifer.archie@lw.com
HEALTH & WELLNESS
Lawrence M. Braun Sheppard Mullin lbraun@sheppardmullin.com
Alan Hopkins Manchester Financial alan@mfinvest.com
Gregory Albaugh, DO, FACS Coastal Vascular Center cvc@coastalvascularcenter.com
Joseph Calabrese Latham & Watkins LLP joseph.calabrese@lw.com
Shahzad Khan Commercial Bank of California skhan@cbcal.com
Alen N. Cohen, MD, FACS Southern California Sinus Institute dracohen@gmail.com
Will Chuchawat Sheppard, Mullin, Richter & Hampton LLP wchuchawat@sheppardmullin.com
Ram Dandillaya, MD Atelier Health, Co-Founder clientservices@healthnucleus.com
Harry Galstian Direct Tax Relief harry@directtaxrelief.com
Carol A. Polevoi, LMFT, CBS, CPC Counseling Resource Center carolpolevoi@gmail.com
Danielle Gotcher Gotcher Law dhg@gotcherlaw.com
Brennan Spiegel, MD Cedars-Sinai Health System brennan.spiegel@cshs.org
James Gotcher Gotcher Law jkg@gotcherlaw.com
Amir Vokshoor, MD Providence St. John’s Health Center & Institute of Neuro Innovation vokshoor@gmail.com
Marina Lang SoCal IP Law Group LLP mlang@socalip.com
Jeffrey R. Knakal Growth Partners jeff@growthpartners.net Pardis Nasseri Palm Tree pardis@palmtreeadvisors.com Marvin Padilla Intrepid Investment Bankers mpadilla@intrepidib.com Ash Patel Commercial Bank of California apatel@cbcal.com