Finance

  1. Finance
endeavor-bank-announces-2022-first-quarter-financial-results-strong-core-loan-growth

Endeavor Bank, San Diego's premier headquartered business bank, focusing on consultative banking to local businesses announces results for the first quarter. We are committed to being a highly valued resource for our local business community, and since our launch just over 4 years ago, we have assisted over a thousand local...

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endeavor-bank-recognized-as-a-super-premier-bank-by-the-findley-reports

Endeavor Bank is pleased to announce that the Bank has achieved a Super Premier Performance rating by The Findley Reports based upon its 2021 operating results. Endeavor Bank is one of 84 banks who received a Super Premier rating, the most prestigious of The Findl...

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rebecca-humphries-senior-vice-president-at-endeavor-bank-elected-as-chairperson-of-california-southern-small-business-development-corporation

Rebecca Humphries, senior vice president at Endeavor Bank, has been elected by her peers at California Southern Small Business Development Corporation to chair its board. Her two-year term starts immediately. Humphries will support the organization’s mission to secure financing for small businesses that have great pote...

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lavine-lofgren-morris-engelberg-llp-promotes-jeff-ewan-to-tax-partner

The accounting firm Lavine, Lofgren, Morris & Engelberg, LLP (LLME) is proud to announce that Jeff Ewan has been promoted to partner. Ewan has extensive experience providing tax services to individuals and a wide range of closely-held businesses, including multistate entities. He has been with the firm since 2009. ...

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bill-abel-joins-lavine-lofgren-morris-engelberg-llp

Lavine, Lofgren, Morris & Engelberg, LLP announces that Bill Abel has joined the San Diego-based accounting firm as a tax manager. Abel is a CPA with more than 10 years of experience in public accounting and tax compliance. He specializes in individual, partnership, and corporate taxation, including tax compliance an...

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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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