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On the move

Dal Poggetto & Company, a Santa Rosa accounting firm, has promoted three employees.

Carine Arend has been named senior manager in the tax department. She has eight years of experience in providing income tax services to technology, food, health care and wine industry companies.

Ryan Fitzsimons has been named manager in the tax department. He has five years of experience in providing income tax services to real estate, manufacturing, food and wine industry companies.

Joe Bermudez has been promoted to senior accountant in the audit and accounting services department. He has two years of experience in auditing and accounting with an emphasis in employee benefit plans, real estate companies and wineries and vineyards.

Bank of Marin has hired Veronica King as its new market manager in Santa Rosa and promoted Sally Frey to branch manager of the Santa Rosa office.

King was formerly with Sonoma/Sterling Bank in Santa Rosa and Sonoma Valley Bank in Sonoma. In her new role, she will lead the retail banking team and support business banking programs.

Frey, a resident of Santa Rosa for 40 years, joined Bank of Marin in 2010. Previously, she worked as a customer service manager at Westamerica Bank in Montgomery Village.

Matt Fannin and Andrei Jigalin have opened Alpha Wealth Management & Planning, a financial planning and investment firm with offices in Santa Rosa and Novato. Fannin and Jigalin are both certified financial planners who previously worked with Ameriprise Financial. For information visit www.alphawmp.com.


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