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Assurance Services

Tax
Services

Richard Avril
Richard Bellucci
Jenise Gaskin
Brad Holsworth
Mark Loveless
Geralyne Mahoney
Roy Maynard
Jeffery A. Pearson
Mark Shumaker
Michael S. Spence
Scott Taylor

Carolyn Amster
Marc H. Berger
Dennis R. Brach
John Brogan
Rich Gunn
Phillip L. Hutson
Sandy Murray
William A. Schulte
Douglas Schultz

   

Consulting
Russell K. Burbank
Curtis Burr
Andrea G. Cope
Phil Leibowitz
Steve Mayer
Maureen Lucey Mihelich
Michael N. Teutschel

Wealth
Management

Robert Anderson
Brian Frazier
Henry Pilger

Internal
Operations

Alfie S. Adona
Susan Harris

     

Mark Loveless

Responsibilities
Partner in charge of the Assurance Services practice. Managing Partner of the Palo Alto and San Jose offices. Leads the Hi-Tech group.

Experience
Over twenty-five years experience working with middle market and publicly traded companies in the software, internet, semi-conductor, construction and manufacturing industries. Significant experience with IPOs and SEC compliance reporting as well as mergers and acquisitions, public and private financings and re-organizations. Ten years experience as a Big Four business assurance partner and two years as a CFO for a high tech company.

Education
MBA/Finance – Golden Gate University
BA/Business Administration/Accounting – San Jose State University

Activities
Board of Directors – Supertex, Inc.
Member – American Institute of Certified Public Accountants (AICPA)
Member – California Society of CPAs (CalCPA)

Interesting Tidbit
Has golfed, skied and fished in two different states, on the same day!





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