Longtime bankers envision a different kind of financial institution By Teresa Warren & Andrea Papagianis-Camacho Article originally published in San Diego Metro Magazine When is a bank not a bank? When Dan Yates and Steve Sefton are in charge. The two long-time bankers and businessmen are opening San Diego’s first new bank since 2007 — Endeavor....
Brad Kirk has joined Grandpoint Bank’s Specialty Deposits group as Vice President/Relationship Manager. Kirk will be responsible for cultivating and maintaining specialty deposit client relationships for Grandpoint Bank. He will focus primarily on clients within the title insurance, independent escrow and property management industries. Kirk has extensive work experience with specialty deposit clients, which are....
It’s a new year, new office and New York for Semler Brossy. A leading national executive compensation consulting firm, Semler Brossy is expanding its East Coast presence with the launch of its Manhattan office in the legendary Empire State Building. “Launching a New York office fulfills a long-term vision to recognize the substantial client base we....
Lavine, Lofgren, Morris & Engelberg, LLP announces that Dale Snead and Brian Surratt have joined the firm as partners. Snead specializes in providing quality, personalized financial guidance to local individuals and businesses. His expertise ranges from tax and accounting services to audits and financial statements. Prior to joining LLME, Snead was the managing partner of....
Lavine, Lofgren, Morris & Engelberg, LLP is proud to announce the admittance of Michele Barrow, CPA and Jennifer Glaser, CPA to the partnership. Barrow has been with the firm since 2006 and has more than 17 years of experience providing tax compliance and planning services to corporations, partnerships, individuals and trusts. Her client base encompasses many industries,....
Lavine, Lofgren, Morris & Engelberg, LLP announces that Victor Shlionsky has joined the firm as a tax director. Shlionsky has more than 12 years of experience providing income and estate tax planning services to high net worth individuals and closely held business. He specializes in guiding clients through their estate, charitable, cash flow and business....
Effective today, the company formerly known as Pro Back Office is now PBO Advisory Group. Based in San Diego, the company provides outsourced accounting, financial and compliance services and strategic business consulting to the west coast region. “Our new name – PBO Advisory Group – reflects the expansion of our services, with an increased emphasis....
The accounting firm Lavine, Lofgren, Morris & Engelberg, LLP proudly announces the promotions of Chelsea Castillo, Kristi Norg and Drew Parker to the position of tax manager. Castillo has been with the firm since 2014 and has experience in a variety of tax areas, including matters involving closely held companies, pass-through entities and high net....
Harvest Commercial Capital, LLC (“HCC”), the nationwide non-bank leader in owner-occupied small balance commercial real estate loans, securitized $266.6 million of first-lien, SBA 504 and conventional fixed rate commercial real estate loans that the company references as HCCLT 2019-1. The transaction was co-lead managed by Barclays Capital and Credit Suisse Securities. Kroll Bond Rating Agency (“KRBA”)....
Lavine, Lofgren, Morris & Engelberg, LLP announces that Christine Cornejo has joined the firm as a client accounting services manager. Cornejo has more than 20 years of experience providing accounting services to a wide range of industries, including asset management, manufacturing and distribution, non-profit and e-commerce. She specializes in driving efficiencies around accounting processes, developing....