Banking and Finance
Mark Bateman has partnered with Aperio Group, a Sausalito-based investment management firm, as its consultant focusing on ESG/SRI/impact research and client customization. Before Aperio, he was director of research at IW Financial, spent 11 years in a number of positions at the Investor Responsibility Research Center in Washington, D.C., in a range of positions, including director of the environmental information service and ultimately vice president of research and operations.
Gary Scott, a financial adviser with Edward Jones in Sonoma, and Debbie Gilman and Letizia Veronese, the branch office administrators, recently were honored by the firm for their performance and client service excellence. All three were selected to attend St. Louis-based Edward Jones’ Drucker conference at headquarters.
Donna Zapata, business development officer for Redwood Credit Union, recently joined the Napa County Hispanic Chamber of Commerce Board of Directors. She was executive director for the Hispanic Chamber of Commerce of Sonoma County for four years before joining the credit union this year as a business-development officer to help develop partnerships and promote financial literacy initiatives in the Hispanic community.
Alejandro Díaz joined Napa County Hispanic Chamber of Commerce Board of Directors. Born in La Piedad, Michoacan, Mexico, he is a graduate of San Francisco State University. He and his brother have had a tax-preparation office in Napa for more than 20 years, assisting clients in Franchise Tax Board wage garnishments and IRS audits. He also works as a hearing officer for Social Security Disability in Oakland. He recently completed training in grant writing and will be volunteering as a grant writer for the Napa County Hispanic Chamber of Commerce.
Napa County Executive Officer Nancy Watt has recommended Pete Parkinson, former director of the Sonoma County Permit and Resource Management Department, as interim director of Napa County’s planning department. Mr. Parkinson will manage the 70 staff members of the Department of Planning, Building and Environmental Services while the county conducts a search for a replacement for current director Hillary Gitelman, who resigned last month. Mr. Parkinson will begin working on Oct. 21. He previously worked for Sonoma County since 1996 and served as director from 2002 until his recent retirement. He has worked as a professional planner and manager for nearly 30 years.
Napa County Agricultural Commissioner Dave Whitmer was awarded the first-ever “Special Achievement – Manager Award” by the California Agricultural Commissioners and Sealers Association. He was recognized primarily for his “well-orchestrated efforts” in responding to the European grapevine moth infestation, which was first discovered in California in September 2009 by Napa County inspectors. Mr. Whitmer immediately reached out to state, federal and international partners and colleagues, forming the basis of the U.S. Department of Agriculture’s European Grapevine Moth Technical Working Group of domestic and foreign scientists. He also led the Napa County response, including intense detection, treatment and quarantine efforts. The moth population in Napa County has been drastically reduced, from 100,831 moths detected virtually countywide in 2010 to just 40 moths trapped at a few sites in 2013.
Sonoma-Marin Fair Chief Executive Officer Pat Conklin is stepping down to work full-time for the Dixon May Fair in Dixon. For the past year, Ms. Conklin has been running both fairs, but she is now moving to Dixon to be closer to family. She took over the Petaluma-based state agricultural district fair in January 2008, replacing Tawny Tesconi, who left to take the fair manager position at the Sonoma County Fair in Santa Rosa. Her experience includes heading Butte County Fair and the Solano County Fair.
The Fair Housing of Marin Board of Directors appointed its current housing director, Caroline Peattie, as executive director. Ms. Peattie began her fair housing work in 1987 at ECHO Fair Housing in Hayward, and eventually became the executive director of Sentinel Fair Housing in Oakland. Nancy Kenyon, FHOM’s founding executive director, hired Ms. Peattie as a fair-housing specialist in 1996. Ms. Peattie eventually became FHOM’s housing director, supervising the fair housing and foreclosure counseling programs. In 2009, Ms. Peattie was elected to the board of directors of the National Fair Housing Alliance.
Kathy Goodacre was hired as executive director for The Career Technical Education Fund of Sonoma County, which seeks to align career technical education and training with the economic development needs of the County. Since 1990, Ms. Goodacre has worked professionally with Sonoma County nonprofit organizations, businesses and government, leading their strategic planning, marketing and fund raising programs. Previously, she was the lead marketing and fund raising specialist for the firm Community Solutions Group. She also served as vice president of resource development and marketing for the United Way of the Wine Country.
Eva Pavlicek joined Zenery Works as an internet marketing consultant at its downtown Santa Rosa office. She comes to Zenergy Works with 10 years of experience in television and radio before joining Zenergy. Ms. Pavlicek graduated from University of California, Los Angeles, with a BA in mass communications.
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