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PARTNER CONSULTANTS

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PARTNER CONSULTANTS

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JENNIFER BARNES

Jennifer is the CEO of Optima Office, Inc. She is also the Co-Founder of Pro Back Office.

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NANCY BATTERMAN

With over 30 years of nonprofit leadership and management experience Nancy strives to inspire business and nonprofit leaders to achieve success both personally and for their organization.

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LIZ BAUN

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MARCIA BENNETT

Marcia brings a background in senior level administration to SVP. Prior to retiring to San Diego in 2020, she worked at the University of Oklahoma for 40 years.

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RALPH BIRCHMEIER

Ralph’s expertise is in accounting, finance, valuation, business strategy and analytics. He has also traveled extensively around the world to meet with companies.

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DEBLEENA BISWAS

Debleena is a nonprofit development professional, writer, and educator, with an academic postgraduate background in culture and communication.

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RICHARD BOCKOFF

Richard Bockoff has lived in Del Mar for 20 years. For his undergrad education he attended the University of Michigan and afterward, he went to Wayne State University Law School.

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SARAH BOOHER

Sarah, a native San Diegan, has been active in the philanthropic world for over 15 years in various roles.

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CINDY BORNEMANN

Since 2009, Cindy has been President of Lily Rock Investments LLC and Merlot Management Group, Inc. Previously, Cindy founded and operated Discovery Isle Child Development Center, Inc.

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JIM BORNEMANN

Since 1996, Jim has been a senior executive with the Encinitas based Paul Ecke family of companies and is currently chief financial officer of Carltas Company.

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THOMAS BOYD

Thomas Boyd is President of Anthology BioDevelopment LLC, a consulting firm and has held team leadership roles for the preparation of marketing applications for new drugs.

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NANCY CANNON-O’CONNELL

Dr. Cannon is an executive/leadership coach and consultant, bringing twenty years of management experience to her work with senior managers and teams.

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YONA CAPOBIANCO

Yona is a former Big 4 CPA and Lean Enterprise Certified leader with 20+ years of hands-on experience in the medical device industry.

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LISA CARMAN

Ms. Carman founded T3W Business Solutions, Inc. (T3W) in 2004 and currently serves as the CEO. T3W is a group of creative data-geeks, engineers, planners and programmers who are passionate about data and quality. 

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DIANE COX

As the current Development Director for Just in Time for Foster Youth, Diane’s responsibility is to ensure the financial sustainability of the organization.

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AMI CURTIS

Ami earned a Ph.D. in Organizational Psychology with an emphasis in research and statistics from Saint Louis University. Her career spans multiple industries, primarily in large companies and global roles, both working and living domestically and abroad.

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NED DEWITT

Mr. DeWitt is an experienced business executive with a diverse background in sales, finance, and renewable energy. He is also a strategy and management consultant focused on working with local nonprofits.

MARK DILLON 

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MICHAEL DOWLAN

Michael has held executive positions in multiple companies. His professional background includes innovative strategy, marketing and communications.

PATRICK DUFFY

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DON DUFORD

Don is an effective business leader with demonstrated success in private equity M+A strategies, turnarounds, and start-up situations.

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RAY ELLIS

Ray was the President of the Marketing Services Division of Protocol Communications, Inc. where he was responsible for strategy, integration, financial and management decisions.

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JAKE ERLENDSON

Jake Erlendson is a Lead Advisor at Dowling & Yahnke, an independent, fee‐only registered investment advisor.

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MARK FACKLER

In 1984, Mark Fackler founded a hardware and software engineering services company called Stellcom Technologies.

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VERONICA FORD

Veronica is a native San Diegan and experienced business professional with 20+ years of experience in product marketing, business strategy and program management.

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TUCK FORSYTH

Tuck’s professional background includes sales and sales management in the packaging, sales training, insurance and securities and career transition industries.

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LISA GOODMAN

Lisa has over 20 years of experience in investment management and financial services.

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MARTY GOODMAN

Martin is a recovering entrepreneur with over 35 years of business experience in various industries. He is currently president of Henderson Properties and has been a real estate broker for 25 years. 

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LAUREN GRATTAN

Lauren shares her strengths in fundraising, communications, strategy and group facilitation to help social sector organizations achieve their missions.

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DAVE AND PATSY HARTMAN

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ROBERT HILL 

Seasoned mentor, advisor, board member, and former Deloitte Consulting partner with over
four decades of experience serving consumer, industrial, technology and medical companies.

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REBECCA JESSEN FORSYTH

Rebecca Jessen is an award-winning Designer and Owner at Nettle Creek Interiors, a high-end furnishings showroom and interior design studio founded in 1972.

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LEIGH KOLE JOHNSON 

Former Microsoft executive and human development specialist Leigh Kole Johnson draws on a broad set of personal experiences and professional training to help clients build better lives and teams achieve higher levels of motivation, satisfaction and effectiveness.

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DAVID JOHNSON

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ANDY KAISER 

Andy Kaiser is the Senior VP of Finance and Legal at DB Cyberteach. He specializes in scaling start-ups to viable companies through venture capital and debt financing.

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BRAD KLEBAN

Brad is the owner of The Color Bar, a video production agency, since 1999 and works to create videos for broadcast, businesses, and the web.

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PAT KAUFMAN

Pat Kaufman began her volunteer career at the age of 16 and has held a range of leadership positions in the for-profit sector. 

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BOB KLEIN

As co-founder and CEO of Insight Data Solutions, Kristen is heavily involved in business development, client management and strategic planning.

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WALLY KLEIN

Wally Klein is a nonprofit management professional with over 10 years experience as an Executive Director for BVA/Detroit, Missouri State Council for the Arts, and Missouri Citizens for the Arts.

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PHILIP LURIE

Philip is a retired businessman living in La Jolla.

GRANTS / INVESTEES

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DAVID LYNN

David Lynn has a diverse background in information technology, finance, and philanthropy.

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JOSH MAHER

Josh has spent the last fifteen years working with for-profit, social enterprises/b-corporations, and not-for-profit entrepreneurs and investors.

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HOLLEY F. MARTENS

Holley serves as a trustee and administrator for The Char and Chuck Fowler Family Foundation located in Northeast Ohio. 

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ROB MARTENS

As co-founder and CEO of Insight Data Solutions, Kristen is heavily involved in business development, client management and strategic planning.

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DAVE MEADER

Dave Meader, Ph.D., has 30 years experience working in industry, academics and with nonprofits. He has provided guidance as a consultant for Silicon Valley organizations of all types in strategy, information technology, team development, marketing, and local innovation.    

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CARLA MERCER

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LYNDA MORIN

Lynda Morin has served professionally in leadership roles in fundraising and volunteer departments of non-profits, and has served as an independent consultant to non-profits as a change manager for organizations in transition. 

GRANTS / INVESTEES

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MARK NEILSON

Mark Neilson is the Founder of Accretive of Indiana and Accretive of San Diego, to provide an “out of the box” approach to cost and expense reduction efforts for organizations seeking “better practices”.

GRANTS / INVESTEES

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PAM AND STEVE NESS

Steve and Pam Ness were relatively new to philanthropy before joining SDSVP. They always donated to their church, school, and the PTA, but they wanted to see how they could make more of an impact with their dollars.

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THOMAS J. O'CONNELL

Tom O’Connell is a Boston native, and for over 25 years he worked in technology and health care, leading human resources and talent development.

GRANTS / INVESTEES

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NANCY O'LEARY

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LAUREEN ONG

As the president of Travel Channel, Laureen Ong is responsible for guiding and expanding the Travel Channel brand.

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ILANA OSTROSKY FRID 

Ilana is the CEO of the Moisés Itzkowich Foundation (Fundación MI), a non-profit based in Mexico City, dedicated to invest in other non-profit organizations enabling their causes and strengthening their institutional capacity.

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MARK PAGE

Page is an accomplished software developer and technologist with over 25 years of experience building and managing development teams and complex projects.

GRANTS / INVESTEES

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KATE PARMER

Kate is a business transformation leader, specializing in both cultural change and process improvements to create systems of operational excellence.

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ROBIN PARRY

Robin is currently serving as Supporting Faculty in the business schools at two universities – Lasell University in Boston and Pepperdine University in Los Angeles and consulting with an array of non-profits on strategy, leadership, governance, organization culture, and talent management issues.

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PARKER AND SANDRA PIKE

Parker and Sandra were the former owners of Village Mill Bread Company.

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ROBIN PRUITT

Robin is a retired corporate lawyer with over 30 years’ experience. She served as General Counsel for a variety of San Diego-based companies across a spectrum of industries.

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LAURA REHRMANN

Laura Rehrmann is an editor, writer, and strategic communicator with experience managing people and projects at nonprofits and publicly traded companies.

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PAUL ROSENSTEIN

Paul Rosenstein is currently Vice President Of Product Management at Next Gear Solutions.  Next Gear Solutions is transforming the business of property restoration and property insurance claims through a combination of smart solutions, mobile applications, and industry knowledge.

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JOYCE ROSS

Joyce Ross was a founding partner of Ross Partners, an international management consulting and leadership training firm.

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SCOTT SCHECHTER 

Scott is a financial advisor at Eagle Strategies, LLC  and has been helping families and businesses with their finances since 2002. 

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SUSAN SCHINDELAR

Susan is a data-driven global marketing leader known for strategic and analytical thinking with a passion for bringing innovative products, services and programs to market.

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JERRY SCHNEIDER

Mr. Schneider has been an independent business and financial consultant since 2014.

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WIM SELDERS

Retired for over 20 years as CEO of Hi-tech company in semiconductor lasers. In retirement, involved as National Trustee of the Boys & Girls Clubs of America.

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ALAN SORKIN

Alan Sorkin has a rich, varied career as a Chief Executive of several for-profit and not-for-profit corporations and a major philanthropic funding organization. He and his wife Louarn were founding partners of San Diego Social Venture Partners in 2001.

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LOUARN SORKIN

For 52 years, Louarn has volunteered her time and creative talent for charitable organizations. At age 10, she began her charitable work as a junior volunteer for the San Diego Opera, San Diego Symphony, San Diego Ballet, Salk Institute, Girl Scouts of America and the Old Globe.

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KAREN TRITT

Karen joined Millman Search Group in 2014 as an Executive Recruiter. Prior to joining the team she spent over 20 years in the fashion industry working for a variety of top companies including Louis Vuitton, Bergdorf Goodman and J. Crew.

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SCOTT TRITT

Board Member

His successful career as a television news producer throughout California helped Scott Tritt develop an ability to tell stories in a compelling and memorable way. Now he's using those skills to help SDSVP and the nonprofits we serve.

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