A culture of secrecy is not appropriate for a
public entity
Superintendents like Ed Brand should not oversee SDCOE lawyers, since they
are the very individuals for whose wrongdoing SDCOE must pay!
We are putting the fox in charge of the hen house at SDCOE.
The taxpayers have to keep paying and paying, while Ed Brand Tom Anthony
violate the law.
Ed Brand's secret strategies for avoiding compliance with legal requirements for
spending taxpayer dollars were revealed in the Mary Anne Weegar Case.
Ed Brand obviously directs SDCOE lawyers to assist him and other school district
leaders in illegal actions.
Overheard:
"You don't expect me to
believe that corruption is
widespread in school districts,
do you?"
"Unethical people never even
think of applying for jobs in
school districts."
"Just because millions of
dollars are available in schools
with very little oversight and
institutionalized secrecy, does
not mean that anyone is taking
advantage of the situation."
"If an unethical person did get
hired by a school district, and
then committed a crime, SDCOE
JPA lawyers would recommend
that the district fire that
person. They wouldn't try to
cover up wrongdoing."
Note to SDCOE
board:
How about some
basic training for
superintendents to help them
understand the principles of
American justice!
It would save the taxpayers
millions of dollars, and it would
give our children better role
models!
And stop the training sessions
by insurance company lawyers!
"The system is
indeed
dysfunctional."
It appears that public
employees such as Diane
Crosier, Rick Rinear, Rodger
Hartnett and Lisa
Adriance-Jensen, who act as
insurance company gents, are
usurping the responsibilities of
elected officials in San Diego
County Schools. And elected
officials are shirking their
responsibilities.
Does SDCOE
engage in lawsuit
abuse?
Ironically, SDCOE
JPA director Diane
Croiser likes to
accuse her victims
of lawsuit abuse,
but the answer to
this question is
clearly YES.
When schools prevent
problems, and when
they resolve problems
that have already
occurred, they stop the
flow of money to school
attorneys.
Should school
superintendents like Ed
Brand and Tom Anthony
direct SDCOE lawyers?
As seen in the examples
above, these individuals do
not understand the concept of
conflict of interest, or the fact
that public entities and
private insurance companies
have different purposes.
Like the California Penal
System (probably the
most corrupt public
entity in the state),
many school districts
encourage a system of
using feared inmates
(powerful teachers and
administrators) as
enforcers.
In Grossmont Union
High School District, a
coach used bully
students as enforcers.
The district defended
him instead of firing
him.
A school band leader
from the San Diego
area assaulted a
student for wearing the
wrong color socks at
the Rose Bowl. The
district defended him
instead of firing him.
School Bullies
are often adults
"Sweetwater's superintendent
at the time of the suspected
criminal activity was Ed Brand,
who has since left and is now
superintendent of the San Marcos
Unified School District. Brand could
not be reached for comment.
Link: Voice of San Diego
Feb 21, 2006
"Something Went Sour in
Sweetwater"
"The extent of the fraud is unknown
as yet, but damage control is in full
swing at the Sweetwater Union High
School District.
"...Also familiar with the case is
Lora Duzyk, SDCOE's assistant
superintendent for business
services, who also denied knowing
the extent of the loss."
(Ed Brand is a current member of
the SDCOE Legal Services Council.
Are you the right man for the job,
Mr. Brand?)
San Diego County Office of Education
SDCOE Joint Powers Authority (JPA)
An Insurance Company Funded by the Public
Bullies Thrive
because
"schools are
largely insulated
from lawsuits..."
Schools should make
school safe for children
by teaching students
and adults better ways
to deal with problems.
Instead, they give
away taxpayer
dollars--mostly to
lawyers.
"More families are
taking school bullies to
court"
Feb. 17, 2006
San Diego Union Tribune
"If individuals persist, refer them to Diane Crosier."
San Diego County Office of Education policy is not to allow parents to see
accident reports about their own children!
Diane Crosier says the document is attorney work product, and so the original
description of a child's accident at school is hidden from parents and doctors.
Link: JPA Loss Control Newsletter
The above link was broken by SDCOE, but I saved a copy of the file.
Click HERE to see it.
The Education Intelligence
Agency reports:
"Fallbrook Union High School
District Superintendent Tom
Anthony didn’t know what the
local teachers’ union affiliate
was up to. He was concerned
that they planned to strike.
"So he ordered a search of the
district voice mail of union
President Alan Saltamachio,
Vice President Jeff Ropes, and
union member Peter Fellios,
and is in deep legal doo-doo.
"Anthony claims board policy
gives him oversight of the
voice mail (by the way, no
strike was planned)."
January 4, 2008
San Diego Education Report called up Diane Crosier today and asked her what
insurance company handled Maura Larkins' April 21, 2005 tort claim against SDCOE
and CVESD.
Crosier looked on her computer and found Maura Larkins' tort claims for 2001,
2002, and May 2004, but nothing for 2005.
Crosier asked if the claim was about continuing incidents.
I said, no, they were about specific, single events on November 4 and 10, 2004.
She said it might be in the May 2004 file, but the file is in storage.
At the bottom of this page is the claim that either no one ever entered properly into
the SDCOE-JPA computer, or someone removed from the computer.
It regards SDCOE-JPA lawyers who represented witnesses.
Risk Management
Diane Crosier, Executive Director
Phone: (858) 292-3747
This program offers protection against both
property and liability losses. Liability claims are
investigated and adjusted by in house staff. It
provides members with one of the broadest
excess coverage forms available in California.
Sub-programs include: Auto Physical Damage,
Boiler & Machinery, and Main Frame Computer.
Loss prevention/control services are funded
and made available to members via JPA staff
and contract vendors.
Claim Reporting Forms
Surveys & Misc Forms
CLAIMS CONTACTS:
San Diego County Schools Risk Management
JPA
6401 Linda Vista Rd. Suite 505, San Diego, CA
92111
Phone (858) 292-3776, Fax (858) 279-6236
CLAIMS ADJUSTERS:
Rodger Hartnett, Claims Coordinator - (858)
569-5428
Lisa Adriance-Jensen, Senior Adjuster - (858)
569-5453
John Vincent, Senior Investigator - (858)
569-4521
BROKER:
JOHN BURNHAM INSURANCE SERVICES
750 B St, Suite 2400, San Diego, CA
92101-2476
Corporate Phone (619) 231-1010
Toll Free (800) 421-6744, Fax (619) 236-9134
Insurance Broker:
John Starich, ARM, CIC, Senior Vice President
Direct Dial: (619) 525-2803, FAX: (619)
525-1870
Service Contacts:
Terrie Carney, CPIW, CISR, AAI, Account
Manager
Direct Dial: (619) 525-2836, FAX: (619)
525-1863
downloaded 2/24/08
Department
downloaded 2/24/08
Diane Crosier
Executive Director Risk Management
Administration
(858) 292-3747
Kristie Mann
Administrative Assistant III Risk
Management Administration (858) 569-5320
Jutta Stange
Program Secretary Risk Management
Administration
(858) 569-5374
Annette Morrison
Deferred Compensation Program Assistant
Risk Management Deferred Compensation
(858) 292-3816
Dan Puplava
Program Manager Risk Management
Deferred Compensation (858) 292-3549
Sabrina Reesor
Clerk Typist II Risk Management Deferred
Compensation 858-292-3562
Penny Angel-Levy
EASE Program Manager Risk Management
EASE
(858) 277-0063
Susan Baum
Claims Examiner Risk Management
Employee Benefits
(858) 292-3542
Maggie Beauchamp
Fringe Benefits Program Manager Risk
Management Employee Benefits (858)
292-3773
Nancy Bernstorff
Benefits Analyst I Risk Management
Employee Benefits
(858) 569-5367
Lydia Campos
Account Clerk III Risk Management
Employee Benefits
(858) 292-3885
Victoria De La Torre
Benefits Analyst II Risk Management
Employee Benefits
(858) 571-7212
Netta Dillon
Risk Managment Technician I Risk
Management Employee Benefits (858)
569-5361
Cheryl Edwards
Benefits Analyst II Risk Management
Employee Benefits
(858) 292-3574
Tammy Morfey
Claims Examiner Risk Management
Employee Benefits
(858) 292-3542
Vy Nguyen
Risk Management Analyst Risk
Management Employee Benefits (858)
569-5311
Agustin Quintana
Risk Management Technician III Risk
Management Employee Benefits (858)
292-3584
Maria Ramirez
Claims Examiner Risk Management
Employee Benefits
(858) 292-3542
Linda Smith
Claims Specialist Risk Management
Employee Benefits
(858) 569-5347
Brian Vivian
Benefits Consultant Risk Management
Employee Benefits (858) 571-7211
Valetta Witherell
Claims Examiner Risk Management
Employee Benefits
(858) 292-3542
Dennis Sulzer
Loss Control Supervisor Risk Management
Loss Control (858) 569-5392
Lee Taylor-Austin
Loss Control Analyst Risk Management
Loss Control
(858) 292-3769
Rodger Hartnett
Lawsuit for wrongful termination 2007
Claims Coordinator Risk Management
Property & Liability (858) 569-5428
Lisa Jensen
Senior Claims Adjustor Risk Management
Property & Liability (858) 569-5453
Brandy Miller
Clerk Typist II Risk Management Property &
Liability (858) 292-3776
Rick Rinear
Property & Liability Program Manager Risk
Management Property & Liability (858)
292-3871
Sandy Thompson
Program Secretary Risk Management
Property & Liability (858) 569-5340
John Vincent
Senior Claims Investigator Risk
Management Property & Liability (858)
569-5421
Catherine Aguilar
Worker's Comp Program Manager Risk
Management Worker's Compensation (858)
571-7221
Mark Dow
Risk Management Technician II Risk
Management Worker's Compensation (858)
292-3862
SDCOE-JPA instructions to schools
Q. What does SDCOE's Rick Rinear instruct school districts to do every time
someone submits a claim?
A. "...the claim should be...returned as insufficient, late or
rejected."
"...If a claim is submitted in letter format and is sufficient (in
compliance)...the claim should be... returned as insufficient,
late or rejected...
"Please continue to forward claims when received to San Diego County Schools Risk
Management JPA...Attention: Rodger Hartnett, Property & Liability JPA Claims
Coordinator. Rodger or Lisa Adriance-Jensen will recommend what action to take."
Source: January 22, 2004
To: JPA Representatives
From: Rick Rinear, JPA Risk Management
Link to SDCOE memo
http://www.sdcoe.net/business2/risk/claim-district.pdf
If SDCOE breaks the link, here is my backup copy of the document:
Subject: Tort Claim Reporting Form – Revised
GIC880054 SAN DIEGO COUNTY OFFICE
OF EDUCATION SANCHEZ, OCTAVIO
San Diego 02/13/2007
37-2008-00081583-CU-WT-CTL SAN DIEGO
COUNTY OFFICE OF EDUCATION
HARTNETT, RODGER J San Diego Civil
04/07/2008
Case Title: HARTNETT VS. SAN DIEGO
COUNTY OFFICE OF EDUCATION
Case Location: San Diego
Case Type: Civil Date Filed:
04/07/2008
Category: CU-WT Wrongful Termination
Plaintiff/Petitioner
HARTNETT RODGER J P
Defendant/Respondent
SAN DIEGO COUNTY OFFICE OF
EDUCATION P
CROSIER DIANE
DUZYK LORA
FORT-MERRILL MICHELE
JENSEN LISA
RINEAR RICK
VINCENT JOHN
WARD RANDOLPH E
SS134997
SAN DIEGO COUNTY OFFICE OF
EDUCATION
ARIZALA, LARRY
South County 06/06/2006
"Several publicly owned insurance companies have since reported receiving
subpoenas from San Diego investigators..."
--San Diego Union Tribune, June 25, 2008
"Several publicly-owned
insurance companies
have since reported
receiving subpoenas
from San Diego
investigators."
Insurer fined in San Diego
By Jonathan Sidener
San Diego Union Tribune
June 25, 2008
...Unum Group will pay a $5.5
million fine as a result of a
federal investigation of
kickbacks paid to a San
Diego insurance broker,
according to the U.S.
Attorney's Office...
In 2004, New York prosecutors
alleged that Universal Life
received undisclosed contingent
commissions, which are akin to
kickbacks, for steering business
to certain insurers. A New York
lawsuit alleged that Universal
Life collected about $11.5
million of its $25 million in
revenue in 2003 from these
secret commissions...
Several publicly-owned
insurance companies have
since reported receiving
subpoenas from San Diego
investigators.
Tort claim missing from SDCOE-JPA computer
Who benefits from
SDCOE JPA
policies?
The answer is not
students, nor is it
taxpayers.
It is school board
members (particularly at
election time), their
lawyers, school
administrators and
insurance companies.
SECRECY
ILLEGAL ACTIONS?
JPA to schools: Don't let parents see accident reports
WHO
BENEFITS?
Additional Secrecy Policies of SDCOE
Peters v. Guajome
Park Academy
SDCOE-JPA
This program offers protection against both property and liability losses.
Liability claims are investigated and adjusted by in house staff. It provides members with one of the broadest excess coverage forms available in California. Sub-programs include: Auto Physical Damage, Boiler & Machinery, and Main Frame Computer. Loss prevention/control services are funded and made available to members via JPA staff and contract vendors.
Claim Reporting Forms Surveys & Misc Forms CLAIMS CONTACTS:
San Diego County Schools Risk Management JPA 6401 Linda Vista Rd. Suite 505, San Diego, CA 92111 Phone (858) 292-3776, Fax (858) 279-6236
CLAIMS ADJUSTERS: Rodger Hartnett, Claims Coordinator - (858) 569-5428 Lisa Adriance-Jensen, Senior Adjuster - (858) 569-5453 John Vincent, Senior Investigator - (858) 569-4521
BROKER:
JOHN BURNHAM INSURANCE SERVICES 750 B St, Suite 2400, San Diego, CA 92101-2476 Corporate Phone (619) 231-1010 Toll Free (800) 421-6744, Fax (619) 236-9134
Insurance Broker: John Starich, ARM, CIC, Senior Vice President Direct Dial: (619) 525-2803, FAX: (619) 525-1870
Service Contacts: Terrie Carney, CPIW, CISR, AAI, Account Manager Direct Dial: (619) 525-2836, FAX: (619) 525-1863
|
SDCOE contract atty. Dan Shinoff took SDCOE employees to this restaurant for lunch.
Defamation lawsuit #2
Risk management director Diane Crosier and Supt. Randall Ward used SDCOE resources to
advance a private lawsuit by their contract lawyers at Stutz, Artiano Shinoff & Holtz when
they asked for restraining order against the author of this website for attempting to serve
a deposition subpoena on Diane Crosier regarding Stutz Artiano Shinoff & Holtz v. Maura
Larkins defamation lawsuit. Crosier appeared to be evading service.
7. San Diego
County School
Districts
Alpine Union
Bonsall Union
Borrego Springs Unified
Cajon Valley Union
Cardiff Elementary
Carlsbad Unified
Chula Vista Elementary
Coronado Unified
Dehesa
Del Mar Union
Encinitas Union
Escondido Union
Escondido Union High
Fallbrook Union Elementary
Fallbrook Union High
Grossmont Union High
Jamul-Dulzura Union
Julian Union
Julian Union High
La Mesa-Spring Valley
Lakeside Union
Lemon Grove
Mountain Empire Unified
National
Oceanside Unified
Poway Unified
Ramona Unified
Rancho Santa Fe San
Diego Unified
San Dieguito Union High
San Marcos Unified
San Pasqual Union
San Ysidro
Santee
Solana Beach
South Bay Union
Spencer Valley
Sweetwater Union High
Vallecitos
Valley Center-Pauma Unified
Vista Unified
Warner Unified
Ernie Dronenburg (left in 2006)
Bob Watkins (left SDCOE in 2009;
re-elected as President of board at
the board’s first meeting of 2008;
Sheriff Bill Kolendar appointed Mr.
Watkins to the Airport Authority for
a 3-year term ending Jan. 31, 2010. )
John Witt
Jerry Rindone (asked for
questionable practices to be
investigated.)
Board members
Sharon Jones (2006-)
has been on the California School
Board Association’s Delegate
Assembly since 1995 and
represented San Diego County on
the association’s board of directors
from 2004 to 2009.
Susan Hartley (2002-)
Gregg Robinson, Ph.D. (2012-)
Mark Anderson (2008-)
Lyn Neylong, Ph.D.(2012-)
(The Ph.D. degrees mentioned
above are happily not in the field of
education. Advanced degrees in
education are not usually achieved
through academic rigor. Mr.
Robinson has a degree in sociology,
and Ms. Neylong has a degree in
literature.)
Administrators
Board members in
recent past
Defamation lawsuit #1
This case arose out of SDCOE breach of contract lawsuits (and counter suits) when public
employees Dan Puplava and Diane Crosier discovered who had leaked documents to the San
Diego Union-Tribune revealing $100,000s of commissions Puplava received from financial
institutions doing business with SDCOE and resulting in an expose by Jeff McDonald. SDCOE
Fringe Benefits Consortium filed a lawsuit against financial counselors April 9, 2010; later they
filed a defamation suit against Scott Dauenhauer and Barry Allred for whistle-blowing.
Bob Watkins
Contents of this page
1. News
2. Insurance company/AIG lawyers
3. Illegal acts? (right column)
4. Secrecy
News
Current
Perhaps Diane Crosier is too busy filing lawsuits
on behalf of Dan Puplava and herself in the name
of the Fringe Benefits Consortium to report gifts
from lawyers that she does business with as
director of SDCOE risk management.
SAN DIEGO AND IMPERIAL COUNTY SCHOOLS
FRINGE BENEFITS CONSORTIUM VS. DAVID ALAN
WHITMORE
Case Number: 37-2010-00051562-CU-BC-NC
Case Location: North County
Date Filed: 02/25/2010
Category: CU-BCW Breach of
Contract/Warranty
Plaintiff/Petitioner
SAN DIEGO AND IMPERIAL COUNTY SCHOOLS
FRINGE BENEFITS CONSORTIUM
Defendant/Respondent
WHITMORE DAVID ALAN
Whitmore v. Hartford Casualty Insurance Company
et al
Plaintiff: David A. Whitmore
Defendants: Hartford Casualty Insurance
Company and DOES
Case Number: 3:2010cv01137
Filed: May 26, 2010
Court: California Southern District Court
Office: San Diego Office [ Court Info ]
County: San Diego
Nature of Suit: Contract - Insurance
Cause: 28:1332
Jurisdiction: Diversity
Jury Demanded By: None
5. Risk Management Department
6. Lawsuits
7. List of school districts
Silvia Peters Uniform
Complaint against Vista
Unified School District
August 24, 2010
re Policy No. 3530
In the policy VUSD states, "the Board
of Trustees strongly supports a risk
management program that protects
District resources and promotes safety
of students, staff and public."
VUSD further pledges that they are
going to, "keep its liability at a minimum
and its insurance premiums as low as
possible while maintaining adequate
protection.
...VUSD has the highest premiums in
San Diego County and Riverside along
with Poway Unified School District.
While other school districts pay .19
cents per student DA in premiums.
Both VUSD and PUSD pay over .29
cents DA per student in premiums per
Joint Power of Authority "JPA."
The more lawsuits and violations the
higher the insurance premiums.
What this means is that VUSD spends
almost the entire budget in employee
salaries and insurance companies
[JPA's]! A perfect example of legal
advice which VUSD has had for
decades is Thursday August 19, 2010
closed session item
37-2009-00057592. VUSD voted to
appeal this case.
The case is a simple $ 6, 412.07
dollars which Superior Court
Judge Nugent entered judgment
against VUSD in favor of California
School Employees Association and
its Vista Chapter 389. Instead of
paying the $ 6, 412.07 Court
Judgment.
[The case concerns a bus driver
who was injured in a minor
accident. Why not just pay the
victim? The judge did not even
order the district to pay attorney
fees.]
VUSD on advice from attorney of
record Daniel Shinoff and Lee
Patajo advised VUSD to appeal the
judgment to the California Fourth
Appellate.[10] Churning and
churning the billable hours and
higher insurance premiums in the
Southern Golden State.[11]
SETTLED
SDCOE contract atty. Dan Shinoff took SDCOE employees to this restaurant for lunch.
December 2007
SDCOE-JPA and Diane Crosier have made clear once again that they think their job is
to help school districts violate the law:
What are the hidden costs of hiring lawyers to
oppose whistleblowers?
Why did school administrators in the Coach Carter case allow a coach to harm a
child's health? Why did they fire a good employee who blew the whistle? Why did
school board members in Escondido prefer to pay hundreds of thousands of dollars to
lawyers when James Carter would almost certainly have been willing to settle for an
amount similar to, or, more likely, less than, what the lawyers were paid in this case?
Because school administrators and school board are influenced by the lawyers who
work for insurance companies and joint powers authorities.
When the Carter verdict came out, attorney Dan Shinoff could have said to the
Escondido school board: “Look. You’ve spent lots of money on my services, which
just got you bad publicity. Don’t spend more on me. Use the money to settle with
Carter. It looks bad for schools to treat good employees like this, and to spend huge
amounts of money to defend employees like Carberry.”
Instead, Shinoff recommended an appeal.
Now the taxpayers pay the full cost of Crosier's salary, but the private insurance
companies still seem to get all the advantages they used to pay for.
Could a new director lower SDCOE JPA's costs and increase student safety? One can
hope.
Diane Crosier chooses the attorneys that will handle cases covered by SDCOE-JPA.
The usual question school districts use when hiring lawyers is, "Which one is
cheapest?"
Sometimes you save money in the long run by investing more in the short run. If a
public entity pays half price, but its lawyers take more than twice as long to do a job,
then the public entity has wasted taxpayer money. If the cheap lawyer violates the
law in the process, taxpayers may lose huge amounts of money. Public officials who
pay lawyers to violate laws should be thrown out of office.
In the public interest,
a new director should be chosen to take Diane Crosier's
place!
The SDCOE JPA needs a new director who will not hire lawyers like Daniel Shinoff
who intimidate victims and witnesses, make false statements to the court during
litigation, and teach clients how to get away with wrongdoing.
Instead, he or she would contract with lawyers who would advise districts on how to
prevent wrongdoing.
The SDCOE Joint Powers Authority (JPA) is run much
like any other insurance company (such as AIG) even
though it is a public entity
which is to say, with very little concern for those who pay premiums, and for
those who are injured by unlawful actions of those who pay premiums.
In fact, SDCOE contracts with AIG.
The Joint Powers Authority appears to be run for the benefit of lawyers. Diane
Crosier, who is a lawyer, provides a steady flow of tax dollars to her lawyer
associates. How much? The public has a right to know this.
Diane Crosier tries to make sure that little or nothing is provided to employees
who teach children or serve children in classified or administrative positions. In
fact, she goes around campaigning for limits on payments to those injured when
school districts break the law--but no limits on amounts paid to lawyers!
In 2005, a federal judge reprimanded Lozano, Smith, a big California education
law firm, for their illegal tactics, but most education lawyers have continued to
play from the same (illegal) playbook.
As can be seen from the recent revelations regarding the enormous--and, in
some cases, illegal--pension promises and payouts at the City and County of San
Diego, many San Diego officials are happy to give away outrageous amounts of
public money in order to accomplish personal goals.
Yet these same individuals refuse to pay up when a court tells them that the law
requires it. Apparently, they hate to waste money on people who haven't done
them favors, or causes that won't benefit them personally in some way.
Dan Shinoff's "Gentlemen's Agreement"
Jim Kelly and Terry Ryan kept urging the board to hire lawyers approved by the
San Diego County Office of Education Legal Services Council. Well, that doesn’t
seem to include Daniel Shinoff. Why? Because SDCOE has a "gentlemen's
agreement" with Shinoff.
SDCOE’s website lists only the following approved firms:
1. Atkinson, Andelson, Loya
2. Best, Best & Krieger
3. Lozano Smith (A federal judge ordered all 80 lawyers in this firm to take an
ethics course!)
4. Parham & Rajcic
LAWYERS WHO CONCEAL PROBLEMS COST MORE THAN THEIR HOURLY
RATES INDICATE
How much do lawyers cost? They cost a lot more than their hourly rate would
indicate. Some lawyers intentionally prolong problems in order to make more money.
They end up charging millions of dollars for cases that would never have arisen if
schools were given legal advice to correct improprieties, or had been advised to
settle early. Instead of agreeing to do give reparation to students and teachers who
have been wrongfully damaged, some lawyers cover-up documents and witnesses,
clog up the courts with cases that should have been settled, and clog up schools with
bad employees.
Attorney Diane Crosier, Director of SDCOE-JPA, collected pay
from a private insurance company at the same time she
directed SDCOE-JPA
INSURANCE COMPANY LAWYERS AND SDCOE-JPA
SDCOE and AIG
AIG getting tax dollars from schools as well as from congress
SDCOE chose AIG to work with teachers on retirement as well as to provide
liability insurance
Edwina Seiss
The Hunter Group
... In 2001 she joined a boutique office of Sentra Securites that would later be
purchased by SunAmerica to become what is now AIG Financial Advisors. For the
last three years the La Jolla office was sanctioned by The San Diego County
Office of Education in assisting local teachers to save in their 403(b), Roth 403(b),
and 457 Plans. Edwina held weekly educational seminars and assisted in navigating the
red tape of their retirement programs.
Edwina graduated from the University of California San Diego with a BA in Chemistry.
She holds FINRA Series 7 and 66 securities registrations and a California Insurance
license...
As of May 31, 2012--SDCOE JPA member districts
MEMBER DISTRICT JPA REPRESENTATIVE ALTERNATE
Advanced Institute for Learning Rodolfo (Paul) Cartas
Albert Einstein Academy Charter Middle School Leslie Schreiner
All Tribes Charter School Mary Ann Donohue
Alpine Union Rob Turner
Audeo Charter School Lynne Alipio
Barona Indian Charter School Edwin Romero Linda LaChappa
Bonsall Union Tom Krzmarzick Justin Cunningham
Borrego Springs Unified Carmen Garcia Mark Lucas
Brawley Union High Corey Caston Jennifer Layaye
Cajon Valley Union Rebecca Williams
Cardiff Sandie Luehrs Jill Vinson
Carlsbad Unified Devin Vodicka Nancy Navarro
Charter School of San Diego Lynne Alipio
Chula Vista Elementary Cathy Arana Wendy Hunt
Classical Academy Cameron Curry Sandra Reeve
Classical Academy High School Cameron Curry Sandra Reeve
Coastal Academy Charter School Cameron Curry Sandra Reeve
College Preparatory Middle School Christina Callaway
Coronado Unified Randie Allen, Jeff Felix Lorraine Boyle
Darnall E-Campus Charter Leslie Dahab Carol Hill
Dehesa Tim Scheidt
Del Mar Union Cathy Birks Margaret Mendenhall
El Centro ESD Susan Fitzpatrick Robert Pletka
Encinitas Union John Britt
Escondido Charter High School Sheila Randle
Escondido Union Bob Leon Alicia Schlehuber
Escondido Union High Mike Simonson Edward Nelson
Fallbrook Union Elementary Raymond Proctor Shelly Crow
Fallbrook Union High Wilson Hatcher Jamie Klepin
Grossmont Union High Scott Patterson Jim Kroviak
Guajome Learning Centers Cathy Murphy Bob Hampton
Guajome Park Academy Cathy Murphy
Helix Charter High Rani Goyal Daniel Menyon
Heritage K-8 Charter School Sheila Randle Terri Johnson
Imperial Unified Bryan Thomason
Lisa Tabarez Dawn Martin
Integrity Charter School Sandra Dominguez
Jamul-Dulzura Union Lisa Davis Nadine Bennett
Julian Union Elementary C. Kevin Ogden Chad Leptich
Julian Union High Kim Dalton David Schlottman
Lakeside Union Kamran Azimzadeh
La Mesa-Spring Valley David Yoshihara Robyn Adams, Betty Kirchhevel
Lemon Grove Gina Potter
MAAC Charter School Craig Fredrickson
Mandarin Language Academy Sherrie Egeskog Olympia Kyriakidis
McCabe Union Amanda Brooke Sandra Hendrix
MiraCosta Community College Joseph Mazza Sheri Wright
Mountain Empire Unified Steve Van Zant CSEA Rep. and META Rep.
National Chris Carson
North City West JPA Mark Risco Gladys Medina Leslie Fausset
Oceanside Unified Luis Ibarra
Pacific View Charter School Sandra Benson Lori Bentley
Palomar Community College John Tortarolo Lucy Nelson
Ramona Unified David Ostermann
Rancho Santa Fe Lindy Delaney Denise Stevenson
River Valley Charter School Cheryl Bloom
River Springs Charter School Kathleen Hermsmeyer
San Diego County Office of Educ. Lora Duzyk Michele Fort-Merrill
San Dieguito Union High Eric R. Dill Christina Bennett
San Marcos Unified Gary Hamels Cecilia Aguirre
San Pasqual Union Rhonda Brown Frank Gomez
San Pasqual Valley Unified Kish Curtis Suzi Rourke
Santee Minnie Malin Karl Christensen
San Ysidro Dena Whittington Cesar Vega, Sylvia Munoz
Solana Beach Carlos Estrella Bill Banning
Spencer Valley Julie Weaver No alternate
Steele Canyon Charter HS Eileen Poole Jennifer Nerat
Sweetwater Union High Todd Torgerson Dianne Russo
Vallecitos David Jones Patricia Bell
Valley Center-Pauma Unified Julie Kimball Lari Carr
Warner Unified Ron Koenig Mark Stevens
Risk Management JPA Executive Committee
members May 31, 2012
Diane Crosier, Executive Director
MEMBER PHONE / EMAIL / FAX SECRETARY
AZIMZADEH, Kamran
Lakeside Union (619) 390-2614
FAX: (619) 390-2564 Cathy Nevins
(619) 390-2613
CHRISTENSEN, Karl
Santee
President
(619) 258-2321
Fax (619) 258-2241 Evonn Avila
(619) 258-2320
DILL, Eric
San Dieguito UHSD
(760) 753-6491 x5597
FAX: (760) 943-3508
Joann Schultz
(760) 753-6491 x5541
DUZYK, Lora
SDCOE (858) 292-3618
FAX: (858) 541-0697 Rosa MacManus
(858) 292-3617
HAMELS, Gary
San Marcos Unified
Vice President (760) 752-1210
FAX: (760) 591-0426 Cecilia Aguirre
(760) 752-1212
LUEHRS, Sandie
Cardiff
(760) 632-5890
FAX: (760) 942-5831 Martha Baily
(760) 632-5890
PATTERSON, Scott
Grossmont Union High (619) 644-8010
FAX: (619) 465-6251 Catherine Melick
(619) 664-8010
PROCTOR, Ray
Fallbrook Union (760) 731-5447
FAX: (760) 723-2507 Tina Vogt
(760) 731-5447
WHITTINGTON, Dena
San Ysidro School District
(619) 428-4476 x3004
FAX: (619) 428-9355 Patricia Caro
(619) 428-4476 x 3003
Board Secretary
Diane Crosier
Executive Director (858) 292-3747
FAX: (858) 279-6236
Rosa Torres
(858) 569-5320
San Diego Education Report
|
San Diego
Education Report
Daniel Lee Puplava, Registered Principal of Escondido, California
Misappropriated signature guarantees on client's forms
11/30/2011
Puplava’s non-registered assistant had access to his signature guarantee stamp... to
approve securities business-related transactions and paperwork that required a
signature guarantee stamp...Puplava did not take back his signature guarantee stamp
or take steps to otherwise secure the stamp to prevent its misuse. ..
The findings also stated that Puplava had customers sign blank securities
business-related forms, including non-brokerage change request forms,
mutual fund transfer forms and securities account forms, and retained these
forms in his customer files contrary to his member firm’s prohibition against
this practice.
Ironically, SDCOE attorney Dan Shinoff sued Barry Alred and Scott Dauenhauer
on behalf of Diane Crosier and Dan Puplava for defamation for exposing
Puplava's dealings, and extracted settlements without the truth ever coming
out in a trial.
Also, Diane Crosier refused to produce public records to a local reporter.
Sharon Jones won 59% of the vote in her June 6, 2006 race against Rick Winet.
Did SDCOE board members Mark Anderson, Susan Hartley, Lyn Neylong, Gregg Robinson
and Sharon Jones suddenly become interested in ethics? No. They still clearly believe
that their job is to protect the individuals in power in the education establishment,
even at the expense of the students they claim to serve, the public that they claim to
represent. Transparency? Forget about it.
SDCOE says the public has no right to an explanation--even after the San Diego
Union-Tribune exposed the $355,000 in checks Dan Puplava received from financial
companies--of the trips taken by Diane Crosier, executive director of the risk management
department, to visit the companies she deals with.