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MEMBER EXCHANGE

The Member Exchange

April 12, 2021

There are 23 advisor, 4 business, and 12+ job opportunities this week

Able Accounts- have questions
I have a general knowledge of how these accounts work but would like to speak to someone who has set them up for their clients. My question is who is the contingent beneficiary of these accounts in the event the owner/disabled person dies? What happens to the account if the owner passes? Any help would be appreciated.
Cold Email Marketing
Need some assistance with this - wondering if there is anybody that has experience with this and sending out large amounts of emails (cost) efficiently/effectively
Contact at Callaway Gold or TEG (all regions)
Need a contact in the corporate suite of either Callaway Golf or its new subsidiary TEG (Topgolf Entertainment Company). Trying to track down the general counsel of Topgolf.
Corporate Transactional Attorney for Discrete and Ongoing Stock Sale Transactions
Estate planning attorney has tech founder client who has a sales agreement to sell economic interest in restricted stock and needs review of agreement. Estate planning attorney wants to encourage client to build relationship with this new corporate advisor because client has significant wealth and will have ongoing corporate advisement needs. transactions in the past. Estate planning attorney will continue to advise client on estate and gift tax, and estate planning matters, so co-counsel or collaborative relationship desired. Client in Modesto area but any California area attorney would work.
Credit Attorney Needed in OC
I have a client that hired a midwife company, she paid them a large sum upfront and ended up not using their services, she is now being charged for services she did not receive and they have reported in on her credit. She is looking for advice from an attorney experienced in these matters. If anyone is or knows of an attorney that can help please reach out to me: Siri@accidentlawyersfirm.com. Thank you.
Employment/Contract Attorney in Illinois
Looking for an attorney to represent an employee in Chicago trying to collect unpaid commissions pursuant to a contract with her current employer
Entertainment Labor Lawyer Needed
A family member (who's an IATSE member) is thinking of starting a union-related business, and needs advise on its efficacy, if it could encounter any union issues, and if and how those could be avoided.
Estate Planning Attorney Needed in PA
Looking for an Estate Planning Attorney in PA. Client is young but the estate is complex with private business ownership and collectibles. Please reach out to Jonathan.Karelitz@Morganstanley.com with referrals. Thank you!
Expert Witnesses for Wrongful Death Case
We are searching for two expert witnesses on behalf of a plaintiff in a wrongful death case: (1) pool safety expert, preferably familiar with City of Arcadia pool regulations, and (2) damages expert / economist who can testify to the reasonable damages for the decedent's lost future income in the finance industry. Please email me with any recommendations. Thank you.
Introduction to True Value
I am looking for an introduction to a member of True Value's management team.
Latin America Tech Office Opening Specialist
I am looking for an advisor. My CEO Client is looking to open an office in Latin America. They are focused on data analytics and want an office to build out a team of data analysis consultants to serve their US clients. We need help determining the right location to expand within Latin America.
Lawyer Business Nashville
My client is a California professional engineering firm expanding to Tennessee. He needs a business lawyer in Nashville to review contracts.
legal malpractice attorney expert needed
Are there any Provisors attorney members who specialize in professional negligence cases/breach of the standard of care for transactional attorneys?
Need attorney to help with school reopening/Union dispute FUSD
Since teachers are vaccinated most schools have opened-looking for someone with a combo of experience in this area/ability to either do pro bono or discounted rate. Incremental approach with injunction focus. Plaintiff class currently 10 parents. Will refer you.
NEED: In-Home Care Specialist and Assisted Living Specialist
I have a client in Hampton Bays, NY in their 90s. They need an in-home care specialist to assess their needs/finances and set them up with competent care takers. Need an Assisted LIving Specialist to begin guiding them towards facilities as the ultimate solution to their rapiding decline. Both have had both vaccine shots. Advisors should too if possible. Both specialists can be the same person if qualified. Will have to also interact with adult children and Executrix.
New Jersey Tax Attorney
Family member seeking tax advisor in the Greater NYC area to advise on tax treatment of class action settlement proceeds from ERISA violation.
NY attorney Seeking Estate Attorney in Dekalb County
The following attorney is looking for an estate attorney in Dekalb County. Please contact Irinia directly. Irina@yadgarovalaw.com 347-699-5529 63-50 Wetherole Street Rego Park NY 11374 Www.YadgarovaLaw.com.
Personal Injury Pharmaceutical Litigation
I'm looking for a personal injury attorney who can represent a plaintiff in a pharmaceutical case.
Relocation advisor
Need advisor for client relocating to Portugal
San Fran ERISA Lawyer
Mother of disabled vet in San Fran area is looking for a consultation with ERISA lawyer. If interested, please contact Matt Bryant, Esq. DIRECTLY at mbryant@law.gwu.edu
Seeking Estate Planning Attorney near Austin, TX
Client wishes to update her foundational documents since moving from Los Angeles to Lago Vista, TX. Thank you.
Seeking to have conversations with an IT Firm with CPA/Accounting Firm clients
Knowledge of Prosystems Tax, Engagement, and common applications/software used by accounting firms are key
Solo and Small Firm Committee - Exec. Comm. (LA, SV, SF, SD, OC)
The Solo and Small Firm Committee (part of the CLA) is searching for solo & small firm practitioners (5 lawyers or fewer) throughout the state to serve on its Exec. Comm. Appointments are for 3 years. There are approx. 4 live meetings (usually 4 hours each) and 7-8 one hour Zoom meetings every year. Now, more than ever before, your participation is needed to hold back proposals to allow non-lawyers to invest in law firms and tech companies to provide limited legal services. Apply: https://calawyers.org/section/solo-and-small-firm/
Account Sales Engineer
This position is responsible for the field sales of the entire portfolio of Company products. This is a sales role for a defined territory and/or set of end users, partners, and automation machine builders (OEM's). The ASE will work closely with the District Sales Manager to develop account strategies and tactics. The ASE will be responsible for meeting or exceeding a defined quota at assigned or newly found accounts and expanding our base of business. See link for more details: https://integressinc.com/account-sales-engineer-arkansas/
Audit and Tax Senior - Excellent Opportunity
Stone & Company (Lexington, MA) is one of the region's fastest growing independent CPA firms. Seeking a talented individual who has a strong accounting background, a desire to become an integral part of our professional team. Join our team for a career that will be highly rewarding and interesting, with hands-on interaction with our family of clients. Essential Duties Include: Oversee and manage multiple client engagements, including non-profits and small businesses. Develop and maintain excellent client relationships Experience with : · Prosystems Tax & Engagement
Business Transactional Attorney / Contract Lawyer
Busy business transactional law firm seeking a mid-level associate with 3-5 years of law firm experience working on a variety of commercial transactions, including new business formations, mergers and acquisitions, partnerships and joint ventures, and leasing. Everything from corporate start-up to wind-down and everything in between. Candidate should have immediately transferable skills, excellent analytical and writing skills, and strong academic backgrounds from nationally recognized law schools. Background in drafting of asset purchase and leasing agreements; commercial leasing a plus.
CEO - Biotechnology
Our client has developed proprietary, patent-pending technology for the practical application of cannabinoids in many therapeutic areas. Their growing patent-pending cannabinoid based portfolio encompasses a wide range of medical conditions including anti-aging, dermatitis, cancer, weight loss, and inflammation, within OTC and Rx markets across human and animal healthcare. The challenge for the CEO will be to first develop a timely go-to-market strategy that may include licensing technology to others for commercialization and/or direct product development and commercialization.
Chief Operating Officer - Biological and Biotechnology Ag Products
Based in one of U.S. News and World Report's top five places to live, our client is known for changing the way the world grows. This young, innovative, driven, fast-growing, and profitable company uses breakthrough biotechnology to harness the power of nature to improve plant health, quality, and yields while minimizing environmental impacts.
Chief Revenue Officer
Our client is a growing social media company that is an outstanding alternative to Facebook. They are against doing what Facebook is doing: analyzing and selling user data to marketers. Additionally, they are against manipulation and are for freedom of speech and common decency. Users have lost control of their content, data, and privacy. Our client is out to fix this problem. They are in hyper-growth mode and are looking for an experienced Chief Revenue Officer to join their team. This position will be a virtual/remote position with office access in the future.
Chief Technology Officer
Our client, a leader in membrane-based water treatment and desalination process membrane monitoring equipment, operation, and design, seeks a dynamic CTO to join their team. They have a small, yet innovative team of experts focused on the development and deployment of cutting-edge vision-based technologies for monitoring membrane and heat exchanger surfaces and process monitoring hardware and software for the water treatment and desalination industries. The technologies have been developed and commercialized to advance the effectiveness of water treatment.
Clinical Research Coordinator
Our client is an emerging Artificial Intelligence / Machine Learning company in Silicon Valley, focused on the diagnostics and therapeutics of aging and systemic chronic inflammation with application in nutritional sciences. Their technology was developed at Stanford University and is based on a 10-year aging study conducted on 1,000 individuals where scientists have monitored the immune system of humans using multiple state-of-the-art technological platforms.
Construction Litigation Attorney Needed
Chicago based law firm of 18 attorneys is looking for an attorney with experience defending construction litigation cases. Most of our work relates to construction defect and construction injury cases. This work involves substantial amounts of time with depositions, document review, and writing reports. We have a low turnover rate and would like to find someone who will be here long term. Both full time and part time positions are available. Most of the work can be done remotely, at least until depositions in person resume. mstephens@stonejohnsonlaw.com
Digital Marketing and Growth Manager
My client and colleagues at the EntrepreneurNOW Network are seeking a Digital Marketing and Growth Manager with 3- 5 years of digital and traditional marketing experience. The successful candidate can be located anywhere in the United States to work virtually. This position is a W-2 with a quarterly bonus based on individual and company performance. Details can be found here: https://www.entrepreneurnow.com/jobposting-dmm/ Contact info@entrepreneurnow.com
Distribution Executive
Expertise in high volume distribution processes, techniques and tools to achieve world class results Strong orientation to identify root causes of customer dissatisfaction and the tenacity to drive corrective actions Superior planning skills to ensure facilities, equipment, processes and personnel are in place to effectively manage expected growth Bachelor's degree in engineering, or technical discipline; ideally mechanical, industrial, logistics or supply chain; MBA or advanced technical degree preferred Please email your resume to rq67qeeszmdkbjenesyuci8upr@crelate.net
DKMO Opening for Corporate Attorney
DKMO, a 16 attorney law firm in downtown Arlington Heights, IL seeking 2-3 year experienced corporate attorney. Responsibilities include organization and maintenance of corporations, LLCs, partnerships and NFPs; negotiation and preparation of shareholder/operating agreements, merger and acquisition transactions, debt and equity financing and other entity transactions; direct interaction with clients and state and regulatory authorities. Experience in related areas including commercial real estate transactions desirable. Send a resume and cover letter to pmcmahon@dkmolaw.com.
Event Manager Intern
Time Span: 3 months: Job Description: Recruit, promote, and coordinate weekly PitchForce pitch events Who You Will Work With: As PeopleConnect?s Event Manager Intern you will be working with one of the most well connected people in the Silicon Valley, Max Shapiro. Max is an Angel Investor, CEO of PeopleConnect, and Producer of weekly PitchForce pitch events. Here?s his LinkedIn profile: https://www.linkedin.com/in/maxshapiro/
Full Stack Developer
Our client is on a mission to build and implement technologies to solve the decentralization and fragmentation of the parking industry. They are a team of young industry experts who recently pivoted away from parking operations into selling an enterprise SaaS solution. By syncing all 3rd-party platforms, they provide the clients (parking operators) with an all-in-one dashboard where they can manage inventory and rates for all their locations.
General Counsel
Our client is a growing social media company that is an outstanding alternative to Facebook. They are against doing what Facebook is doing: analyzing and selling user data to marketers. Additionally, they are against manipulation and are for freedom of speech and common decency. Users have lost control of their content, data, and privacy. Our client is out to fix this problem. They are in hyper-growth mode and are looking for an experienced General Counsel to join their team. This position will be a virtual/remote position with office access in the future.
Global Account Sales Engineer (Seattle and Other)
This is a sales role for a defined set of key accounts and/or global accounts. This position is responsible for the field sales of the Company's Solutions. The Account Executive leads sales activities nationally or globally by coordinating sales efforts with local account teams and Company Business Units. The employee will be responsible for exceeding a defined quota at these assigned or newly found accounts and also expanding our base of business at these accounts. See link for more details: https://integressinc.com/account-sales-engineering-detroit-michigan/
Human Resources Outsourcing Manager for an Outsourced Business Services Firm
Area : National Description : Our client is a unique accounting and business consulting firm that offers a wide range of outsourced business services to small businesses and start-ups. This is an exciting and fast-paced firm with an awesome culture. The company covers everything from basic bookkeeping and tax planning to forecasting/budgets to HR, legal, and acquisition work. They are seeking a Human Resources Outsourcing Manager to provide HR support to client companies and their employees. https://www.thetreehousepartners.com/job-detail/?job_id=580
Law Firm Accounting Manager
Immediate Opening to oversee the Accounting Department in a successful, long standing law firm in Concord, CA. Ideal candidates will possess a relevant Bachelors Degree, advanced Excel skills, and knowledge of payroll systems and processing. Leadership, in alignment with the Firm's culture of teamwork and respect, is a must for success in this role. This includes open and transparent communication, fostering a collegial environment, and bringing out the best in your team- especially under pressure. This is a great opportunity for the right person to manage and grow the department.
Law Firm Seeking Paralegal With Bankruptcy/Collection Experience
Law firm in Century City focusing on bankruptcy and business law seeks a full-time paralegal/legal assistant to begin this summer. We are looking for a highly motivated individual that is interested in continual growth in knowledge and experience in the legal field. The ideal candidate should have some commercial collections/bankruptcy experience. Only candidates with related experience will be considered. Please direct all submissions, resumes and inquiries to info@schlecterlaw.com.
Litigation Paralegal - California
My firm is looking for a litigation paralegal who has experience in personal injury and / or nursing home neglect / abuse litigation. Resumes and writing samples can be sent to smilanfar@milanfarlaw.com.
Logistics Project Manager
The Project Manager will be interacting and managing customers who are the global leaders in the e-commerce, retail distribution, parcel delivery and airport baggage handling market segments. Engaging within the pre-sales phase of potential project lifecycle's, you'll be responsible to prepare accurately, assess risks and subsequently deliver the hottest technology in this market, ensuring we meet customer expectations for quality, delivery and service. See link for more details: https://integressinc.com/logistics-project-manager/
Looking for Board Members
The Grateful Garment Project (TGGP) is looking for board members interested in our mission. We provide dignity to those who need it most: sexual violence victims, including human trafficking and Commercialized Sexual Exploitation of Children (CSEC). We support women, men, and LGBTQ+ communities in 47 counties, serving 95% of California's population. TGGP provides emergency resources for victims of sexual violence, and additional resources to safe houses, shelters and group homes for victims who do not have a safe place to return. Call or email me - 415.836.4050 or grishamd@hemming.com
Middle School Principal (Beaumont)
Our client is a leading charter school organization dedicated to transforming the face of public education in historically under-served areas. They are seeking a talented, entrepreneurial Middle School Principal to lead a new turnover school in a brand-new region. The ideal candidate is someone who enjoys being part of the big picture while successfully tackling the specific responsibilities as outlined below. Apply: https://www.thetreehousepartners.com/job-detail/?job_id=566
Need Someone to Scan Office Files Thousand Oaks
Need someone looking to make some extra money with very flexible hours to Scan a lot of office files so we can become paperless. Not very exciting but important. Could lead to longer term Executive Assistant role. Need good work ethic. Financial Services Firm located in Thousand Oaks.
Operations Executive
15+ years of experience in global multi-site operations management or equivalent business leadership roles Proven track record of leading improvements in quality, safety, delivery, and cost productivity BS in engineering or related technical discipline required; MBA strongly preferred For consideration, please email your resume in strictest confidence, to emswigpoqezxqret9t7brdoicc@crelate.net. Any questions or referrals, please email Mike Nadler, SVP Client Services at mnadler@saengerassociates.com
QA Manager
This company serves the medical and aerospace industries. You will be given the opportunity to work with high end metals on complex, challenging parts in a stable environment with significant tenure among the majority of employees. Deep understanding of AS9100 and/or ISO13485 required. Experience leading both internal and external audits. Previous management/supervisory experience within the quality department. See link for more details: https://integressinc.com/quality-assurance-manager/
Real Estate Closing Paralegal
Sparks Law is searching for an experienced closing paralegal for their Alpharetta office. This is a new position so we are looking for someone with experience in the full lifecycle of a real estate closing - preclosing, closing, post closing. Must have at least 2 years of real estate closing experience with a law firm. This is a great position with a fun team!
Sales Executive
Our client is one of the largest and undoubtedly the most influential global network of product managers in the world. Over 200,000 product managers globally read, watch and listen to their 3,000+ blog posts, videos and podcasts. Thousands attend their 50+ events a year. Over 10,000 C/VP-level product executives such as Netflix Product VP, Coinbase CPO, and Box CPO share their best practices on what it takes to build great products.
Sales Executive - SaaS ERP
Attivo All-in-One, a SaaS ERP based on SAP Business One, is our flagship offering. We are seeking a Sales Exec who is driven to close new accounts from a strong pipeline of opportunities. Working in a team environment our Sales Exec will qualify, demo and close new business. New opportunities will be provided by our SDR, marketing campaigns and the Sales Exec's own prospecting efforts. Attivo has over two decades of experience working with manufacturing and distribution clients to optimize and automate their operations.
Sales Representative - Bilingual (EN/ES) - Remote (US)
Cambridge, MA based client is a growing Latinx focused advertising agency. They take pride in working industries across the board - from mission-based initiatives to political campaigns, to brands that want to authentically target diverse audiences. They are looking for a self-motivated key contributor that loves the hunt and the win and wants to make an impact. This is a permanent, fully remote role (must be in lower 48 US). Key requirement - must be bilingual, (Native Spanish speaking and writing is ABSOLUTELY REQUIRED). Please contact me directly @ kevin.hallinan@sandler.com
Senior Manufacturing Process Engineer
Our client, an early stage startup, is creating an innovative approach to an industry stuck in the 1950's. Their production of residential remodel products leverages technology to bring the best value to home owners, residential builders and remodeling contractors. As the Senior Manufacturing Process Engineer, you will be at the forefront of setting up small manufacturing facilities across the Western United States, and potentially the entire country. You will be the expert in the layout of machinery, storage, production flow, warehousing, and end to end material handling.
US Tax Compliance for International Businesses (Chicago, New York and Other)
Our client is a fast growing, dynamic, and (yes) friendly, tax consultancy firm. If you are hard-working, entrepreneurial, team-oriented and looking for a growth opportunity then this is the role for you!
Vice President, Engineering
Our client is a start-up in the enterprise software space. They have created an artificial-intelligence-based platform that lets ordinary business users complete advanced reporting and simple analytics with absolutely no extensive training required. Their initial product lets users query a Salesforce database via English dialog. They are headquartered in Berkeley, CA, and have locations internationally.
Vice President, Real Estate
Our client is an impact investment advisor, and its institutional-scale 100% impact-focused portfolio places it among the world's largest in this category. Based in San Francisco, our client utilizes a patient, disciplined approach to generate risk-adjusted financial returns across multiple asset classes, while simultaneously delivering positive social and environmental outcomes.
Business Coaching Franchise
Own your own coaching business while receiving the support, training, and mentorship from an elite group of professional, certified business coaches with a history of success for over 30 years. FocalPoint Coaching provides the brand, multi-level support, proven curriculum, course materials and processes to help establish and grow your own business to help business owners and professionals significantly improve their results. Seeking candidates in the Greater New York City area or can refer to other areas. Contact srichter@focalpointcoaching.com.
Early Stage Tech SaaS Model Startup Seeking Investors
A healthcare tech startup in early stage seeking seed fund to help launch later this year. For more information and investment opportunities please contact Cory at corym@irvinesoftwarecompany.com
Expand Your Client Relationships with an Attivo All-in-One Partnership
Entrepreneurial businesses often lack the time, knowledge, and manpower necessary to implement the technology solutions to streamline operations and facilitate growth. Attivo All-in-One is an affordable subscription-based ERP that neutralizes many of the obstacles standing between small businesses and their goals. Attivo is seeking strategic business advisors as partners (https://www.attivoconsulting.com/strategic-partners) in the marketing and implementation of Attivo All-in-One.
Introduction to Marketing Directors of Food Delivery Apps
Songwriters of North America (SONA) (wearesona.com) seeks introductions to marketing directors of app-based food delivery services. They are offering a promotional partnership for their 2021 annual Songwriter Summit, which will honor one of the top U.S. songwriters and media personalities. This virtual show will feature performances by marquee artists and will be viewed by many prominent music industry people. This will be a unique opportunity for the right app to position itself as the go-to delivery service for active and loyal food delivery app users across the music industry.

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