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Home2019 CRT Board Part 1

 Board of Directors

Paul Thiel – Chairman

Paul Thiel joined CRT after serving as CEO of TruCost Inc., an information services provider in the hospitality industry based in Sorrento Valley, and two media companies in Orange County, McClain Publishing Co. and Freedom Interactive Inc. He holds an MBA from the University of Virginia, a BA from the University of Connecticut, and completed executive programs at Stanford Business School and Northwestern University. Thiel started his career as a financial journalist, writing for The Washington Post, the New York Times and the Florida Times-Union.

Joshua Vannetti - Chief Financial Officer

Joshua is a Manager at Vantage Point Advisors, Inc., a boutique business valuation and litigation support firm headquartered in San Diego, CA.  He assists clients with a range of valuation related services pertaining to financial reporting, tax reporting/compliance, succession planning, and advisory.  In addition, Joshua serves as an expert witness in litigation matters which contain significant valuation and/or forensic accounting elements.  Joshua is a Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA).  He completed his undergraduate education with a B.S. in Accounting from San Diego State University.  

Dennis Dillon Dennis Dillon – Vice Chair, Client Acquisition

Dennis has ran and managed different companies for 25 years. These companies produced consumer products and included fireplaces, products for new homes and crafting supplies These businesses ranged in yearly sales of $12 million dollars, $60 million and $200 million. Additionally, Dennis has managed both closely-held businesses to public corporations. Lastly, Dennis has been involved in over 10 M&A transactions.

Since retiring, he has been an active volunteer for the City of Carlsbad. 

Cory Grant – Vice Chair, Sponsor Development

Cory is Chairman & Managing Partner for CRT Sponsor, Grant, Hinkle & Jacobs.  Business Succession planning often includes more than just considering the obvious; who will run the business after the transitional event. With a comprehensive approach to the estate and retirement planning objectives of the senior group and the desires of those coming into leadership, a balanced approach that keeps the business on the right track can be developed. Interacting with senior management to really understand the culture and flow of the organization and provide advice accordingly while working closely with the team of advisors usually yields the best results.

Rob Weinberg – Vice Chair, Marketing

Rob Weinberg is Chief Strategist of CRT Sponsor The MarketBuilding Team, where he typically acts as a bridge between traditional messaging vehicles and whatever the latest idea is to catch the public’s attention. Rob and his virtual strategic marketing agency solve communications challenges with world class marketing services and Madison Avenue strategic thinking, providing street smart marketing, nuts & bolts tactics, and incredibly personalized and attentive service in the sole pursuit of RESULTS. He also helps remove the mystery from marketing with his weekly column Ask Mr. Marketing in the San Diego Union Tribune.

  Brett Pernicano - Vice Chair, Partner Relations

Brett Pernicano is a Portfolio Manager at Dowling & Yahnke, an independent, fee-only registered investment adviser.  Dowling & Yahnke provides comprehensive portfolio management and retirement planning services.  Located in San Diego, California, the Firm currently manages approximately $3 billion for more than 1,000 clients, primarily individuals, families, endowments, and foundations.  With over eleven years of experience, Brett has provided clients with financial guidance in areas including asset management and comprehensive financial planning.  Brett holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP
®).  He completed his undergraduate work at the University of Washington with a degree in Business, emphasis in Finance.

Dana Shertz – Vice Chair, Mentor Development

Dana’s Leadership experience expands from officer roles in privately held start-ups to billion dollar publicly held companies. Comfortable and competent in either environment. Thirty plus years of experience in successfully building market presence and generating record profitability and sales in highly competitive markets. Dana has a Business Consulting Practice, Contineo Ventures focused on Sales & Marketing strategies for mid-market companies. Previously he has served as Senior Vice President of Sales & Marketing for Callaway Golf, President & COO of MacGregor Golf and COO of Endev Enterprises, a Hospitality Development company.