CABB offers affiliate membership to advisors offering services typically needed during a business transaction. If you are interested in our affiliate program, please click here. Search below advisors including attorneys, bankers, CPAs, escrow agents and SBA lenders.
Affiliate Search Tools
| Name | Company | Location | |
|---|---|---|---|
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Jim Barnett | Exchange Bank | California |
| Kevin Squires | US Bank | ||
| Murray Anderson | US Bank | ||
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Brandon Montalvo, Series 7; Series 66; CA Ins... | The Abbott Wealth Management Group at Morgan Stanley | Roseville, California |
| Marie Askew | BBVA Compass Bank | Stockton, California | |
| Erik Grunwald | US Bank | ||
| Joseph Sweeney | Sweeney, Mason, Wilson & Bosomworth | Los Gatos, California | |
| Victor Hordies | Manufacturers Bank | ||
 |
David Burgess, Attorney | Business Law Group | San Jose, California |
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Richard Carlson | Exchange Bank | Lafayette, California |
| Micah Russum | Manufacturers Bank | ||
| Maryanne Harris | Exchange Bank | Santa Rosa, California | |
| Carlos Macedo | US Bank | ||
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Sean Thomson | US Bank | Glendale, California |
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Robert Porter | Plumas Bank | Auburn, California |
| Exchange Bank | Santa Rosa, California | ||
| Roger Mason | Sweeney, Mason, Wilson & Bosomworth | Los Gatos, California | |
 |
Donald Swanson, LUTCF | Farmers Insurance | San Diego, California |
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Thomas Georgianna | Boyd Law | Dana Point, California |
| Jeffrey Kohn | Exit Planning Consultancy, LLC | Beverly Hills, California | |
| Steve Mariani, Current CVBBA chapter presiden... | Diamond Financial Services | Raleigh, North Carolina | |
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David Michail, CIPP-E Certified; Six Sigma Gr... | Legalcheck, LLC | Evergreen, Colorado |
| George Hayrapetian | Manufacturers Bank | ||
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Scott Cisneros | Union Bank | Sacramento, California |
| Daniel Rodriguez | Manufacturers Bank | Encino, California | |
| Chad Barbieri | Exchange Bank | San Carlos, California | |
| Sally Rowshan, J.D. | Hollywood Escrow, Inc. | Inglewood, California | |
| Joe Smith | Exchange Bank | Santa Rosa, California | |
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Jared Johnson | BankUnited | San Bernardino, California |
| Joseph Chung | US Bank | La Miranda, California |