Partnerships
Newpoint Advisors Corporation
Kenneth R. Yager - President
800.306.1250
Ken is the founder and President of Newpoint Advisors and has 25 years of executive leadership experience in stakeholder communication. He has worked with clients in a variety of industries in over 150 engagements. Ken regularly takes on profit and loss and risk-management responsibility for cash-constrained companies in growth, leveraged-buyout and turnaround situations. He also has successfully worked on implementing hundreds of initiatives involving, operations and project management, team building, marketing, and sales and joint-venture management. He is a fierce advocate for capital preservation and saving jobs.
Frank, Rimerman + Co. LLP
Henry Godsey - Business Tax Partner
415.439.2013
Henry provides tax planning and compliance to a wide array of clients, including private corporations, operating partnerships, and high net worth individuals. He specializes in tax return compliance and consulting for privately held, family-owned businesses, venture backed corporations, and large multi-state and multi-national consolidated entity groups. His experience includes international tax planning, multi-state taxation, and general corporate and individual compliance.
Armanino, LLP
Chris Sublette - Sr. Sales Executive, Technology Consulting
916.741-8616
chris.sublette@armaninollp.com
Chris brings 24 years of experience helping organizations transform their back office financial system technologies and business processes, leveraging best of breed business applications including Microsoft, Sage, and Workday solutions.
His company, Armanino, is a top 20 CPA and Consulting firm in the US with locations nationwide and headquartered in California.
NFP Insurance Brokers
Craig Santa Maria - Senior Vice President
925.683.4913
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 5,700 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 6th largest US-based privately owned broker, and 8th best place to work in insurance (Business Insurance); 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best's Review).
PNC Bank
Chang Lee - Senior Vice President
949.275.4998
Chang Lee brings over 24 years of extensive experience working with mid-market businesses, providing invaluable assistance across a diverse range of financial services. His expertise spans traditional loans, Small Business Administration (SBA) loans, lines of credit (LOC), equipment financing, warehouse and real estate financing, and acquisition financing. Chang is also highly proficient in managing mergers and acquisitions (M&A) transactions, offering strategic insights and financial solutions that drive business growth and success. His deep understanding of the financial landscape and commitment to client success have made him a trusted advisor in the industry.
JP Morgan Chase
Bryan Ly - Senior Business Relationship Manager
424.281.9649
Bryan Ly boasts over 16 years of experience in financial services, with more than 8 years dedicated to serving clients at Chase. His primary goal is to deeply understand each business he works with, enabling Chase to offer unique insights and added value in every interaction. Bryan connects clients to a broader team of experts specializing in cash management, credit solutions, and various other business services. Additionally, he highlights Chase’s advanced online capabilities and mobile tools, providing seamless access to business accounts from most digital devices. With the convenience of telephone banking options, Bryan ensures that banking with Chase is efficient and tailored to meet the needs of each business.
Baker Tilly
Brett Rozell - Director of Business Development
925.463.8833
Brett Rozell is a director of business development with Baker Tilly’s digital solutions practice. He has more than 20 years of experience in guiding C-level executives and business leaders in selecting the right enterprise resource planning (ERP) solution for their unique business. Qualified in solutions that will improve financial management systems, Brett assists high-growth, mid-size, enterprise and public companies in achieving their short- and long-term strategic and tactical vision.
Wingood Insurance Agency
Russ Wingood - Partner
800.514.1585
The Wingood Agency has been a trusted provider in the California insurance marketplace since 1991. Our agency is dedicated to offering personalized service for all your personal and commercial insurance needs. We specialize in "hard to place" commercial risks, including apartment and industrial buildings, as well as lessors risk property insurance.
We help organizations and individuals solve problems by creating tailored solutions driven by active listening, hands-on guidance, specialized expertise, and human connection. This approach enables our clients to manage uncertainty and complex risks with confidence.
We look forward to collaborating with you on your future insurance requirements, ensuring comprehensive and customized coverage for your unique needs.