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MEMBER EXCHANGE

The Member Exchange

December 21, 2020

There are 20 advisor, 5 business, and 12+ job opportunities this week

Asheville, NC Trust Attorney Needed, Other
Looking for a trust attorney referral for a client that recently relocated to North Carolina. Needs help with updating trust documents. PLEASE CALL 805.708.2088, if you have a trusted contact in that region, no emails please.
Attorney for traffic accident issue
Individual A is hit while driving by Individual B. The insurance company for Individual B finds out that Individual A's drivers license is expired. Individual B proceeds to change his story and claims Individual A hit him. DMV tells individual A to pay individual B's damages or it will start proceedings re: Individual A's expired license. Individual A is seeking legal representation
Attorney in Santa Barbara
Seeking a referral to an attorney in Santa Barbara to help fight against a wedding venue being built next to the home of my contact.
California Consumer Privacy Act Attorney
NY attorney looking for a California attorney for a client who has a data focused start up and is looking for a California firm well versed in start ups and familiar with the California Consumer Privacy Act. If interested please contact Geoff Raicht directly at graicht@raichtlawpc.com
Demand Gen Agency (aimed at Parents)
My CEO client is building a product aimed at the parents of middle and high school students. We need a demand gen agency with experience creating leads and successfully marketing to parents.
EU VAT Tax consultant
My client in the US is looking for European Union VAT(Value Added Tax) Tax consultant preferably located in Ireland or Luxembourg
Family Law Attorney in Phoenix AZ
Looking for a referral to a family law attorney in Phoenix to help with a dissolution of marriage issue.
French Speaking Estate or Family Law Attorney needed ASAP
I have an Los Angeles American client whose French wife has just died leaving multiple estate assets in France. He needs an attorney to look out for his interests and communicate with various French notaries, bankers, caretakers, etc. Ability to practice law in France is a plus but not required.Please call me by phone asap to set up a meeting. 310-497-7212-Marc Gertz
Hong Kong tax professional
My client is trying to close his business entity in Hong Kong and needs to speak with a tax professional who is familiar with their tax/law.
Labor and Employment Attorney in Los Angeles
I came across this on list serve. Situation where an employer is requiring employee to shut down her Instagram account because he says it is a conflict with his company. She has had the account for many years and the employer never had a problem with it. The employer advises that he will be coming out with the same product that employee is advertising on her Instagram account through her own business. Emails only. Ilene D. Samuel, Esq. AEP® L'Abbate, Balkan, Colavita & Contini, L.L. Direct Line: (516) 837-7384 E-Mail: isamuel@lbcclaw.com
Need telemarketing Company
My client is in need of a telemarketing person or firm that can identify prospects in a targeted market and then contact them to find out if they are interested in purchasing a service. Please contact Paul Ratoff directly. Foundation for Purposeful Organizations. Phone: (714)469-9584 paul@leadfrompurpose.org Website: https://leadfrompurpose.org Thank you.
Need Texas Insurance Lawyer To Deal With Dept of Insurance SDRs
Special Deputy Receivers for TX Dept of Insurance blocking my insurance agency client's corporate transaction from going through. Need guidance and advice from TX lawyer experienced dealing with SDRs in TX. Contact Barry Seaton bseaton@bcslaw.com
NEI General Contracting - Connection
I'm looking for a senior contact at NEI General Contracting in Randolph. I would like to expand my network in the construction industry and looking for a friendly introduction.
Paralegal (PT/FT)
Seeking paralegal to start with rapidly-growing employment litigation firm in Burbank, California. Daniel T. Ho & Associates, P.C., litigates plaintiff- and defense-side matters throughout the State of California. Essential skills: MS Word, Adobe, Dropbox, ToC/ToA, service and filing skills, and a sense of humor. Virtual/PT/FT work is available and may include benefits. Anticipated start date: January 2021. Please email resumes and a brief introduction to Michele Glikman at michele@dthassociates.com.
Personal Injury Attorney
My client is in need of an attorney to help file a suit against a surgeon for medical malpractice regarding gender affirmation surgery complications. The surgeon is in San Francisco and the client is in RI. Thank you!
Plaintiff-side Employment Law Attorney
Seeking attorney to take over representation of plaintiffs in discrimination/wrongful termination action pending in SDNY. Please send any referrals, including self-referrals. Thanks!
Referral to Plaintiff's Attorney Elder Abuse Specialist
I need a referral to a Plaintiff's Attorney Elder Abuse specialist. The victim was in a group home for dementia and died at 59, and the family suspects something "fishy". Thanks!
Traffic Lawter in Vegas for Celebrity Client (SD, OC, SF, SV)
Need referral to quality traffic ticket lawyer in Las Vegas for well known actor/musician Client. Client was speeding at over 100mph and facing potential license suspension and community labor.
unconscious bias trainer
We are looking for HR Consultants or company who wants to provide or help their clients develop unconscious bias, diversity & inclusion training. Hot topic, strong compensation. Call Joe: 310 433-5611
Women-Owned Business Consultant
I have a client in the fashion industry seeking an advisor to consult on benefits available to a woman and/or minority owned business. (Benefits being tax-related, growth, etc.)
Admin for a non-profit
Hi - looking for an admin for a non-profit in SF. Please reach out.
Bookkeeper Needed
Full time in house bookkeeper for property management firm. Experienced in Yardi, CAM reconciliation. Located in the South Bay of Los Angeles
Business Systems Analyst - Finance
The Business Systems Analyst (BSA) provides enterprise-wide support for Company's JD Edwards application for the Finance, General Ledger, Accounts Payable, and Job Cost modules. See link for more details: https://integressinc.com/finance-business-systems-analyst
Business Systems Analyst - Procurement
The Business Systems Analyst (BSA) provides enterprise-wide support for the Company's JD Edwards application for the Homebuilding, Job Cost, and Procurement module. See link for more details: https://integressinc.com/business-systems-analyst-procurement
Chief Medical Officer
Our client has developed a revolutionary therapy that focuses on accelerating the deployment of novel biotherapeutics targeting urgent microbial challenges in human health and beyond. They are engineering viruses that ultimately kill antibiotic resistant bacteria (bacteriophages). They are currently seeking their Series A funding and are looking for a Chief Medical Officer to join their team. This position can sit anywhere in the US (remote).
Client Service Coordinator
Carmel Valley CPA firm seeks an extraordinary individual to fill our CSC position. This position involves a high level of client contact, emali and phone, and requires excellent organizational skills and a high level of accuracy. Our Ideal candidate would have 3+ years of Customer Service experience, and is able to thrive in a high pressure, deadline driven environment. Candidate must be located in SD. Please email resume to info@barsaco.com and put "Provisors referral" in the subject line.
Director of Human Resources for a Distribution Company 
Area : Long Beach, CA Our client is a distribution company with a nice culture, strong team of (mostly hourly) workers, and is seeking a Director of Human Resources to help lead and guide employee-oriented HR policies for the entire company while continuing to foster a positive workplace culture. They will be responsible for overseeing employee relations, employee communication, recruiting, and designing and implementing employee policies and procedures. https://www.thetreehousepartners.com/job-detail/?job_id=567
Director of Product - Remote (Denver)
Our client has developed a revolutionary therapy that focuses on accelerating the deployment of novel biotherapeutics targeting urgent microbial challenges in human health and beyond. They are engineering viruses that ultimately kill antibiotic resistant bacteria (bacteriophages). They are currently seeking their Series A funding and are looking for a Chief Medical Officer to join their team. This position can sit anywhere in the US (remote).
Engineering Director
This position is responsible for design and manufacturing engineering resources for several unique product lines within Engineered Products. See link for more details: https://integressinc.com/engineering-director-los-angeles/
Enterprise Escalation Engineer
This position is part of an integrated team of Support Services Engineers, Centralized Services, and Professional Services Engineers. The primary objective for this team member will be to resolve escalations while maintaining the highest level of customer satisfaction and service. See link for more details: https://integressinc.com/enterprise-escalation-engineer-san-bernardino/
Executive Assistant - Professional and Personal
Executive Assistant, Cabrillo Advisors, Inc. San Diego Cabrillo Advisors is a boutique financial services firm that provides valuation services to clients across all industries. The company is headquartered in Southern California, with professionals across the country. We are currently seeking an Executive Assistant to support the firm's CEO and Managing Directors with professional and personal administrative matters. Full job description available.
Full-Time in house Bookkeeper/Accounting Position
My friend has a client who is acquiring a company and is looking for an in-house accountant. The owner is very high net worth, so a polished or at least able to get along well with others (play well): Full-Time in-house Bookkeeper/Accounting position Business is in Newbury Park Skin care manufacturer and lab Salary in the $75K range Standard bookkeeping Quarterly, year-end prep & send everything to CPA Current/former accountant had salary of $75K range - probably negotiable Please contact Anne Meade at Citizens Business Bank - ammeade@cbbank.com / 805.557.8329.
Head of Sales - Remote (Austin)
Our client has created a new category called "Live Podcasting". Their platform empowers content creators to live stream audio from any phone, tablet, or computer (Mac/Android/Windows) to Amazon Alexa and YouTube. They are adding distribution for Google Assistant, Facebook, Samsung Bixby, Twitter, Microsoft Cortana, SoundCloud, Spotify, and iTunes, as well. Their ambition is to do for voice/audio what YouTube has done for video and Twitter has done for text messaging.
JD Edwards E1 Application Manager
The JDE E1 Application Manager partners with executives, managers and subject matter experts to develop and implement new software solutions, system enhancements and end-user computing tools that improve operational effectiveness. See link for more details: https://integressinc.com/application-manager-salary
Loan Officer Assistant Needed
Need a full-time Loan Officer Assistant. Duties include keeping track of the progress of each client's loan and alerting the loan officer if any loan is not moving according to plan; supporting the processor and doc prep team to get the items they need to finalize the loan. Remote working is possible · Experience in the lending industry and an understanding of documentation necessary to close a loan · Proficiency in Microsoft Office, including Excel · Experience with Ellie Mae's Encompass software program is desired but not required, if you can learn new software programs quickly
Online Java Tutor Needed
My step-son is starting an in-depth class on Java programming, and we'd like to connect him with a tutor (paid, of course). Time is of the essence, so please contact me ASAP. Michael Caroff | michael@caroff.com | (818) 784-0922.
Paralegal Looking for Work
I have a colleague who is looking for work as a paralegal. Her previous background as in-house legal counsel in a private equity group based in London and Hong Kong mostly involved financial transactions, corporate governance, and legal compliance, with some experience in estate planning, business litigation, and trademarks. She has taken ABA approved paralegal certificate courses and has received a rigorous paralegal training in California and federal civil procedure, evidence law, estate planning. Please contact me if you are interested in her resume/introduction.
Per-Diem Contractor-GAAP Auditor/CPA, Remote Working
David Liptz dliptz@liptz-cpas.com My CPA firm specializes in Captive Insurance and we need per diem GAAP auditors to help us get through our busy audit season. These audits are small and very straight forward. NO INSURANCE experience is required. Need a minimum of 2-3 years experience in performing GAAP audits. This is a virtual position, so remote working is preferred. This work will be done in Mid March - July 2021.
SEM/Paid Search Leader for a PE-Backed Online Printing Conglomerate 
If you're working in finance with the hope of shifting into marketing, we have a fantastic opportunity for you! Our client is a fast-growing and private equity-backed provider of online printing solutions and marketing collateral for individuals and businesses. They are seeking a SEM/Paid Search Leader to create effective strategies for collecting and analyzing data, interpreting results, and implementing best in class search marketing practices. This person will be marketing-minded and have hands-on search engine marketing skills expertise in campaign optimization.
Senior Financial Planner - Private Wealth (Los Angeles & Orange County)
Our client, a Century City-based RIA, is seeking an experienced Senior Financial Planner (SFP) to work closely with new and existing clients to deliver comprehensive financial planning services. The Planner will work with internal partners to gather data, construct financial plans, and deliver plans to clients. Heavy client interaction and the ability to lead client meetings required. CFP designation also required, CPA, JD and experience with eMoney desired. If you are interested in learning more, please contact me at Denise@AlphaCareersLLC.com or 310-507-7155.
Senior Systems Engineer
This full-time position is a technical support role working with an integrated team of Support Services Engineers, network and server engineers, and IT Managers. The primary objective is to provide Tier 3 reactive level support for all managed services clients, as well as special projects (remote) as assigned by the Support Services Manager. See link for more details: https://integressinc.com/systems-engineer-san-bernadino-county/
System Administrator
The Remote Operations Center (ROC) Engineer role requires an ability to be process driven, you can be good in this role with the ability to follow process, but to be great, you must look to continuously improve process and efficiency. A qualified candidate must possess personal alignment to Company's core values and accept accountability of their well-defined responsibilities and ownership of issues to completion. See link for more details: https://integressinc.com/system-administrator-los-angeles-county-AMC-solutions/
Tax Admin Position Available
The Tax Admin Assistant would answer phones, greet customers, make appointments, file paperwork, perform data entry, scan documents and receive and sort mail, along with any other tasks that contribute to the function of the office. The position is for our Irvine office. Currently it would be performed virtually/ remote.
Tax Preparer-Part-time permanent
Carmel Valley CPA firm is seeking a part-time (hours are flexible) tax preparer. This is a permanent position and qualified candidates will have a minimum of 3 years experience preparing tax returns, is highly accurate and is able to thrive under pressure. Please send resumes to info@barsaco.com and put "Provisors referral" in the subject line.
Vice President, Biology - Remote
Our client's mission is to systematically map and discover high-value, high-impact medicines inspired by nature to transform human health. Working at the molecular level requires breakthrough knowledge-assembly, machine learning, and metabolomics technologies developed by their core team. In the industry, understanding the medicinal value of natural substances has led to serendipitous successes like aspirin and quinine, and more recently CBD and ibogaine. However, no platform has existed for the consistent, deterministic discovery of these paradigm-shifting compounds - until now.
Vice President, Legal & Human Resources
Fintech company in the South Bay is looking for a VP of Legal & HR. Company is seeking a senior legal executive to help address increasingly complex regulatory environments and take on executive-level oversight for HR function. Please reach out to Nina Gardner, nina@filice.com to submit your resume and for more information. The search is confidential at this point.
VP Engineering - Semiconductor (San Jose)
Our client is an early-stage Semiconductor Start-up that invented and patented a fundamental, yet process compatible, disruptive improvement to existing CMOS IC technology. Because our client's process offers evergreen advantages over CMOS in Power, Performance, Area (PPA) and at significant lower cost, our client expects its patented technology to capture a significant share of the $350B CMOS IC Market. Our client is an IP licensing company with a potential of a $1B of high margin revenue.
Yardi expert
Pacific Crest Group is looking to hire a part time Yardi expert. If you have that experience or know somebody please reach out to me. Remote work. Franka Winchester, 415-336-6417, fwinchester@pcg-services.com
CPA Firm Acquisition Opportunity (San Francisco and Seattle)
Project Abacus (Company) is a privately held CPA practice located in the fast growing city of Bend, OR. Their primary focus is accounting and tax preparation for businesses and individuals, estate, and trust accounting. Additional services include back-office support systems, and business consulting. The 35+-year-old Company has a diversified mix of over 1200 clients in 30 states from Alaska to Maryland to Southern California. These include real estate developers, manufacturers, dentists, and various professional services. Please send inquiries to Tony Quintong, GL SJ1 tony@securieon
Introductions/Referrals to Tier 1 Investors Regarding Southern California Venture Capital Company Seeking $3-5m Capital Investment
I have a corporate client that is seeking an equity general partner in a Southern California Venture Capital Firm (entity formation: Delaware Partnership). The Managing Partners (MPs) have decades of significant operating experience in the industry with multiple successful exits. The MP's are "Entrepreneurs For Entrepreneurs. All have founded and successfully operated businesses, including in the early stage, mid-market, and enterprise segments of Industry. Pete@FamilyOfficeLaw.com
Investment Opportunity
I have a connection to the CEO of a "gambling" company that is about ready to go public. IPO should happen in the next 4-5 weeks. High-level CTO/COO commitments made and the company is already lawyered up. My contact is looking for a round of Series B investors with a relatively low threshold required. For more information, please email David Wu at dave91@gmail.com or call at (805) 300-4773. Please advise that Daniel Ho sent you. Ty.
Investor for a Distiller of Organic Liqueurs
Company produces 21 different certified organic liqueurs & are working on more liqueurs, small batch absinthes, and gins. The liqueurs have garnered placements at top restaurants across the West Coast. Self distributed in WA, have distribution agreements with distributors in CA, CO, IL, NV, and TX. 2020 was to be the breakout year; expanded into 4 additional states in '19 and laid the foundation, then Covid. Looking for investors: debt/equity package $2.0M-$2.5M, 2-3 years from profitability with a 12% to 20% returns.
Seeking Outside General Counsel for California Company
A mid-sized manufacturer of doors and windows located outside of Los Angeles is looking for a small, high quality firm with strong corporate skills to act as general outside counsel. Geoff Raicht Please direct inquiries to: graicht@raichtlawpc.com

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