Finance

lavine-lofgren-morris-engelberg-llp-names-scott-jablow-managing-partner

Lavine, Lofgren, Morris & Engelberg, LLP announces that Scott Jablow has taken the reins as managing partner of the San Diego-based accounting firm, effective Jan. 1, 2021. Jablow has been with LLME since 2008 and has more than 25 years of experience assisting clients with their tax planning and compliance needs. Jab...

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pbo-advisory-group-names-new-minority-member

PBO Advisory Group, a San Diego-based accounting and business consulting firm, announces that Francesca San Diego has become a minority member of the firm. San Diego joined PBO Advisory Group in 2015 and is a member of the executive management team. She holds nearly 30 years of experience in finance and business manageme...

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lavine-lofgren-morris-engelberg-llp-adds-three-managers

The accounting firm Lavine, Lofgren, Morris & Engelberg, LLP proudly announces the promotions of Quillyn Brown and Tracy Pham to the position of tax manager and Adam Kemp to audit manager. Brown has been with the firm since 2017 and has experience providing a wide range of accounting and tax services to S corporation...

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james-vinograd-joins-lavine-lofgren-morris-engelberg-llp

Lavine, Lofgren, Morris & Engelberg, LLP announces that James Vinograd has joined the firm as a client accounting services manager. Vinograd is a CPA with 20 years of experience providing accounting services to closely held small- to medium-sized businesses in a wide variety of industries. He specializes in working w...

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harvest-small-business-finance-llc-closes-its-second-securitization-of-owner-occupied-first-lien-sba-7a-unguaranteed-portions

Harvest Small Business Finance, LLC (“HSBF”), one of the top non-bank originators of SBA 7(a) loans, closed its second securitization of the unguaranteed portions of primarily first-lien SBA 7(a) CRE loans. The $34.92 million Harvest SBA Loan Trust 2019-1 transaction was lead-managed by Credit Suisse Securities and co-m...

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andy-nguyen-joins-lavine-lofgren-morris-engelberg-llp

Lavine, Lofgren, Morris & Engelberg, LLP announces that Andy Nguyen has joined the firm as a tax manager. Nguyen is a CPA with seven years of experience providing accounting services to closely held small to medium-sized businesses in the professional services and technology fields. He specializes in working with bus...

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christine-cornejo-joins-lavine-lofgren-morris-engelberg-llp

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-...

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harvest-commercial-capital-llc-closes-its-first-securitization-of-owner-occupied-first-lien-sba-504-loans-and-conventional-real-estate-loans-266-6-million-of-offered-certificates-rated-by-kr

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 manage...

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lavine-lofgren-morris-engelberg-llp-adds-three-tax-managers

The accounting firm 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 worth indiv...

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pro-back-office-announces-new-name-pbo-advisory-group

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 s...

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