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BDO is a global professional services firm providing assurance, tax, financial advisory and consulting services to a wide range of publicly traded and privately held companies.

Guided by core values including competence, honesty and integrity, professionalism, dedication, responsibility and accountability, for almost 100 years we have provided quality service and leadership through the active involvement of our most experienced and committed professionals.

BDO serves clients through 60 offices and more than 700 independent alliance firm locations nationwide. As a Member Firm of BDO International, BDO Seidman, LLP serves multi-national clients by leveraging a global network of resources comprised of 1,800 Member Firm offices in 106 countries. BDO International is a worldwide network of public accounting firms, called BDO Member Firms, serving international clients. Each BDO Member Firm is an independent legal entity in its own country.

Ahmad Ejaz
408-352-1993 (Direct) 316-1993 (Internal)
408-603-8505 (Cell) 408-278-0230 (Fax)

Faisal Jeddy
408-352-3603 (Direct) 316-3603 (Internal)
408-234-8039 (Cell) 408-278-0230 (Fax)

CBIZ Retirement Plan Services | CBIZ, Inc.

With more than 100 offices and 4,600 associates in major metropolitan areas and suburban cities throughout the US CBIZ (NYSE: CBZ) delivers top-level financial and benefits and insurance services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ Employee Services Organization

Organizations across the country like yours are dealing with skyrocketing health care costs, ever-changing compliance mandates, evolving HR administration needs and employees who are asking for more out of their employers than ever. As the number one US benefits specialist, CBIZ Employee Services Organization’s employee benefits consulting helps you develop a foundation for success, consistently provides you high-touch service and guides your overall strategy to ensure holistic health and benefit plan prosperity with the following breadth of services:

CBIZ Retirement Plan Services

Developing and maintaining a retirement plan that is in compliance with changing regulatory and financial requirements is a challenging and time-consuming task. CBIZ Retirement Plan Services’ comprehensive service model helps plan sponsors manage the risks associated with fiduciary governance, investments, fees, mergers and acquisitions, compliance and participant education. As retirement plan specialists, we have the knowledge, training and expertise to help improve the retirement plans of your organization.

The professionals at CBIZ have specific knowledge, training and experience related to retirement plans. As independent, objective advisors, CBIZ consultants aren't interested in selling you a product or a fund. We simply offer services that are designed to improve your retirement plan. This focus on results for our clients has earned CBIZ accolades, such as being ranked “Best of the Best” by PLANSPONSOR magazine.

Pete Ravani
Vice President

Carlos Ayala
Vice President


Deloitte & Touche LLP

Deloitte provides industry-leading audit, consulting, tax, and advisory services to many of the world’s most admired brands, including 80 percent of the Fortune 500. Our people work across more than 20 industry sectors with one purpose: to deliver measurable, lasting results. We help reinforce public trust in our capital markets, inspire clients to make their most challenging business decisions with confidence, and help lead the way toward a stronger economy and a healthy society.

As a member firm of Deloitte Touche Tohmatsu Limited, a network of member firms, we are proud to be part of the largest global professional services network, serving our clients in the markets that are most important to them.



ExecCatalyst provides real-time executive coaching for high-tech companies facing inflection points that put business execution at risk. Unlike generic theory oriented approaches, ExecCatalyst services are application focused, incorporating front and back office experience into active work projects, enabling “in-flight engine upgrades.”

ExecCatalyst serves Silicon Valley’s most recognized startups and public companies through 1-1 executive coaching; strategic offsite facilitation; team alignment, leadership and communications workshops; M&A consulting (preparation through post-deal integration), etc. – preparing top executives and leadership teams to accelerate past current challenges to “next stage” growth.

Ron Yu
Managing Partner

First Republic Bank

First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action. Our dedicated tech team, based in tech hubs across the US, serves the needs of companies at all stages of growth with resources, connections and guidance.

Basant Kedia, Sr. Managing Director
First Republic Bank
2100 El Camino Real, Palo Alto, CA 94306
(650) 470-8823 

Robert Half Management Resources

Robert Half Management Resources is the world's premier provider of senior-level accounting and finance professionals on a project and interim basis. With more than 145 locations worldwide, we are dedicated to providing highly skilled senior-level accounting and finance professionals in a variety of areas, including accounting, finance, audit and compliance, business and information technology systems, and taxation.

In addition, Robert Half Management Resources offers project professionals the most exciting senior-level financial projects with industry leaders and emerging organizations. To match a professional's experience with the right project, we meet with them in person to get to know their skills and career goals. This personalized service is provided by our expert account executives, who have both financial and recruitment industry experience.

Robert Half Management Resources is also a leading resource for workplace and hiring research. By working with us, you will enjoy the added value of having access to our extensive informational resources and thought leadership, including our Salary Guides, white papers and how-to guides.


Adam Fauvre, Client Service Director
Robert Half Management Resources
10 Almaden Blvd. Suite 900
San Jose, CA 95113
Phone: (408) 271-1371

Randall Micek, Vice President
Robert Half Management Resources
1999 Harrison Street Suite 1100
Oakland, CA 94612
Phone: (510 ) 839-1425, ext 21648
Cell: 415-845-6591


Silicon Valley Bank

SVB provides targeted financial services and expertise through its offices in innovation centers around the world. With commercial, international and private banking services, SVB helps address the unique needs of innovators. Forbes named SVB one of America’s best banks (2015) and one of America’s best-managed companies (2014).

Silicon Valley Bank is the California bank subsidiary and commercial banking operation of SVB Financial Group (Nasdaq: SIVB), and a member of the FDIC. Silicon Valley Bank and SVB Financial Group are members of the Federal Reserve System.


Rick Tu, Managing Director
Silicon Valley Bank
2400 Hanover St., Palo Alto, CA 94304
(650) 855-3060



SOAProjects is a certified public accounting and advisory firm specializing in technical accounting, IPO readiness, SOX compliance, business process optimization, license and contract compliance, fraud investigation, executive search, tax and IT advisory services.

Founded in 2004, SOAProjects currently ranks as the 8th largest CPA firm in Silicon Valley by the Silicon Valley Business Journal. SOAProjects' professionals are based out of 15 offices in 10 countries, including USA, Canada, UK, Israel, UAE, India, China, Vietnam, Hong Kong and Japan. The headquarters are located in Mountain View, California.

SOAProjects hires its professionals from the top public accounting firms and typically only brings in Senior Manager and Directors. With a flat model to serve its clients, SOAProjects has a great emphasis on delivering the highest quality work product and service with the most cost effective model. In addition to many years in public accounting, most professionals at SOAProjects also have valuable industry experience, serving clients from pre-IPO start-ups to Fortune 100 Companies.