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July 6, 2021

There are 16 advisor, 1 business, and 12+ job opportunities this week
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Advice on Choice of Medical Plan
Choice of Medicare versus Employer Insurance
Business broker for life sciences construction business
Seeking a business broker on behalf of my client. A business valuation has been completed by Moss Adams. The value of the business is $6M. Construction industry - specifically life sciences and biotech. Project work is in Bay Area - particularly South SF, which is an extremely strong mkt. Experience in this company size and construction-life sciences industry desired. Please contact me if this could be of interest.
Commercial Landlord-Tenant Attorney - San Diego
Need an aggressive attorney to represent a national landlord against a large, commercial tenant in a pending action in San Diego.
Damages Expert
I am looking for a damages expert to testify at trial concerning the present value of future rental income from a commercial property.
Disability Attorney
We have a self employed client who has severe health issues. We seek an attorney who can advise on options for disability.
Employee Training Manual Consultant Needed
Looking to put together a professional employee training manual for my existing and future employees in preparation of scaling our operations. Training manual will include intake call scripts, email templates, how to use our custom built software, etc. A nice package of text and images is ideal.
Estate Attorney in Missoula, MT
I have clients who just moved to Missoula, MT and are in need of an estate attorney. Very simple estate: married, some assets, no kids, lots of pets. Please send me any recommendations please.
Estate Lawyer Needed
Estate lawyer in the Denver area, needed to draw up an estate plan for a couple who own a business & have a blended family.
Experienced EP Atty in ILITs
Looking for assistance from an experienced estate planning attorney who works with large premium life insurance policies in ILITs
Goldmine (CRM) Expert Wanted
Client is using an older version of Goldmine and is having a hard time exporting customer info as needed by a buyer of the business.
Illinois Attorney who specializes in representing doctors re: medicare issues
A client needs an attorney (Medicare issues) referral for his father, a neurologist who lives in Centralia, Illinois in Marion county. Here is how my client described his father's situation: My father is a Neurologist in the state of Illinois and is in private practice. He just found out that the owner of the practice(head physician) was Illegally 'up-charging' Medicare for my dad's services. Currently he is hearing this from the front desk of the office via a phone call. She apparently just found out. So, there is no paper trail or proof in the hands of my dad. Pete@FamilyOfficeLaw.com
Looking for program / service that prepares adult children for large wealth transfer
interested in finding programs (preferably in the greater Atlanta area) that are tailored to prepare adult children for a significant wealth transfer / inheritance and also build a deeper relationship with the advisor. Not necessarily from a charitable standpoint; more emotional and behavioral. Client and spouse are in the process of designing estate plan where adult children stand to receive lifetime transfers in the eight figures each. Emails only. Thank you.
Medical Records Breach; Class Action?
I assume others of you who are patients at NW Medical received this notice, but the contractor, Elekta, for NW had it's data breached, including names, SS#, address, DOB, health ins info, medical records, prescriptions, physicians, etc. I assume this is a big HIPPA violation. All they are offering is free credit reporting for a year, I get so tired of this crap with no liability. Does anyone see a cause of action here and also handles these matters? Thank you.
Oregon Employment Defense Counsel Needed
My client (a tech startup in the music industry) just had an unpaid wage claim filed against them by a former independent contractor who is claiming he was misclassified and was actually an employee. Anyone have a referral for an employment defense attorney licensed in Oregon to help defend the client in Oregon Circuit Court (Multnomah County). Thanks, Lance
Student loan consolidation
I am looking for a lender who specializes in student loan consolidation. Client employed full-time and resides in CA. Advisor need not be based in LA.
YouTube Channel building
Talented client with excellent content needs guidance on developing and monetizing a YouTube channel.
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/
Assistant Property Manager
Min 1 year of administrative or office experience. Understanding of basic property management terms. Some experience with Accounts Receivable and Accounts Payable. Yardi experience a huge plus! Previous experience in Property Management preferred. Location: Malibu, CA!
Associate Forensic Engineer
The candidate will be an integral part of a team dedicated to determining how a traffic collision occurred. Members of our team are exposed to a variety of projects, enjoy significant diversity in tasks including both field and office work. A strong background in 3D CAD and Excel is important, but we expect that many of the skills above will have to be learned on the job due to the esoteric nature of the business. This role will also involve a substantial amount of research in pursuit of developing new techniques in the field.
Bookkeeper
Input accounts receivable, accounts payable and general ledger entries. Obtain primary financial data for accounting records. Verify the accuracy of business transactions. Perform data entry and administrative duties. Communicate with customers and vendors. 2+ years of experience in an accounting or bookkeeping role. QuickBooks preferred. Locations: Beverly Hills, Agoura Hills, Westlake Village.
Business Development Manager
Our client, The Long Beach Accelerator, is looking for a Business Development Manager who can help them grow and scale from a solid foundation and successful first cohort. Come build with them! Send me an email if you are interested or know someone who may be a good fit. Thank you!
Client Success Manager
The primary objective of the Client Success Manager is to be a proactive customer service liaison for Company's clients. The role is responsible for understanding and improving the customer experience as a whole for our clients. This role will work with all other Company resources to ensure clear communication and remove roadblocks. See link for more details: https://integressinc.com/client-success-manager/
Construction Manager, Sonoma County
See full job description at https://bravorestoration.com/wp-content/uploads/2021/01/Project-Manager-Job-Description.pdf
Data Intelligence Analyst
The Data Intelligence Analyst works independently with designing and maintaining data systems, including driving data warehousing efforts and responsible for developing and maintaining extract, transform, and load data feeds/transfers through Business Intelligence reports and dashboards. See link for more details: https://integressinc.com/data-intelligence-analyst/
Director of Finance- Non Profit
I have a client in the Non Profit space in Corona California. They need for a director of finance to be responsible for: - Timely management of accounting and fiancé responsibilities. - Timely recording of all transactions, establishment, and monitoring of controls. - Strong system knowledge Other considerations are : Experience in government regulations is needed. - BSc/BA degree in accounting, finance or relevant field; MSc/MA is a plus. Reports to CEO Email Al Maguire, Partner 714-322-0447 almaguire@b2bcfo.com
Director of Strategic Partnerships for a Leader in Home Healthcare Services
Area : Los Angeles, CA Description : Our client is a recognized leader in the provision of home healthcare services in Southern California. Their core values of quality, teamwork, and trust along with their commitment of ensuring their patients receive the highest quality care has created an incredible culture. They are recognized nationally as one of the top places to work in healthcare. They are seeking a Director of Strategic Partnerships to focus on building, growing, and innovating existing and new partnerships with hospitals, surgery centers, and medical groups.
Director, Engineering
Family Law Attorney
Newton, MA firm hiring a family law attorney with 0-2 years experience. For more information, see job posting on Indeed or email dangerlawjobs@gmail..com with resume and writing sample.
Financial Services Representative (Securities)
This positionis considered an early talent position or a change in career focus to finance. It is a Securities Industry Training Program. 4-year college degree (any major) or 4 years equivalent work experience. Must be able to obtain FINRA SIE, Series 6 within 4 months of hire; 63 licenses within 6 months of hire & Series 7 by 16 months of hire. Location: Carpinteria, CA
Forensics and Litigation Services (FLS) Associate, Senior or Manager
Weaver is seeking naturally curious CPAs, CPA Candidates, or CFEs in Texas with 2+ years of accounting experience. FLS staff perform fraud investigations and quantify damages in commercial disputes. Candidates must be team oriented, have strong technical finance, accounting, and data analytics skills, along with excellent problem solving and communication skills.
Global Account Manager
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 Global Account Sales Engineer leads sales activities nationally or globally by coordinating sales efforts with local account teams and Company Business Units to ensure that the Company wins. The employee will be responsible for exceeding a defined quota at these assigned or newly found accounts and expanding our base of business at these accounts.
HR Consultant Needed San Jose Area
We have an opportunity in the San Jose/Morgan Hill area for outsourced HR position for 7-9 months. A company is making an acquisition and needs JorgensenHR to handle HR on an interim basis and help integrate the two staffs as well as be the boots on the ground in San Jose. On a combined basis they will have around 600 employees in the area. Reporting to Director of HR Americas in North Carolina. If you know of any HR consultants in the area please contact Barry Cohn at barry@jorgensenhr.com
IT Director
The IT Director will be tasked with maintaining and executing the overall IT / systems management strategy for the nearly $200mm Company. This role will be located in Southern California. Entrepreneurial orientation, self-starting individual who takes ownership and holds himself/herself accountable for departmental results. See link for more details: https://integressinc.com/it-director-los-angeles/
Marketing and Admin Assistant
Job requirements and skills include in-depth graphic design and proficiency in Microsoft Office, including Excel, PowerPoint, Word and Adobe Creative Suite. Experience in WordPress is a plus. Also required are strong communication skills, both written and oral, with particular attention to detail. This candidate will be a fast learner, highly motivated, a self-starter, and creative. Knowledge of all social media platforms with an ability to successfully navigate them including but not limited to Instagram, Facebook, Twitter, LinkedIn, and will have prior CRM and email marketing experience.
Office Assistant and Investigation Support in Chicago, IL
Small investigative and security risk management company looking for an energetic, organized and reliable person to assist with administrative and support duties such as: data entry, case file management, document scanning, case-related research, and report preparation.
Product Solutions Specialist
This position is part of the client strategy and services department and works closely with all other departments to ensure a successful client experience. Primary objective of this role is to ensure that our clients quoting, and procurement experience is handled promptly, options are communicated efficiently, products are priced competitively, & availability is considered and meets the clients needs. Another objective of this role is to provide support for COMPANY's Support and Client Strategy Teams. See link for more details: https://integressinc.com/product-solutions-specialist/
Product Specialist Sales Engineer
This position is responsible for the field sales of Company's Deep Learning, 3D, PC Vision & Edge Intelligence Solutions covering Named Accounts. This is a sales role for a set of end users, and OEM's. mix of existing and prospective strategic accounts. The primary focus is to sell Deep Learning, 3D, and PC Vision & Edge Intelligence opportunities at those accounts. See link for more details: https://integressinc.com/product-specialist-sales-engineer/
Project Coordinator
This position is the Project Coordinator of an integrated team of Technology Architects and Professional Services Engineers/Technicians. The most important overarching objective of this position is to optimize and maintain a project delivery process that is effective, efficient, thorough, and successful in the areas of Client Onboarding, Project Deployments and Client Alignment Implementations. The primary objective for this position is to coordinate project management activities, resources, equipment, and information. See link for more details: https://integressinc.com/project-coordinator/
Project Solutions Engineer
Flexible with the location - candidate can be located anywhere in the US. Preferably Chicago, Nashville or Dallas in the field. The Project Solutions Engineer is responsible for developing technical solutions on incoming proposal requests from Sales for Logistics ID scan tunnels. Interface with Logistics Sales and Customers to understand technical requirements and design cutting edge solutions to consistently deliver best in class read rates. See link for more details: https://integressinc.com/project-solutions-engineer/
Recruiter
Will be using HRIS software program to check daily for new applicants, check scorecards from interviews for feedback from interviews (supervisors), coordinate interviews with scheduler, confirm right supervisor is scheduled. Source candidates. Establish great relationships with managers and department heads. 3 - 4 years recruiting experience in a corporate environment. Experience with LinkedIn recruiter and indeed. Experience in a manufacturing or medical/healthcare environment preferred. Location: Remote - within driving distance to Ventura CA for meetings.
Sales Engineer
Responsible for the field sales of the entire portfolio of Company's products. This is a sales role for a defined territory and/or set of end users, partners, and automation machine builders (OEM's). The SE will work closely with the District Sales Manager to execute account strategies and tactics. Properly forecast and close sales transactions with End Users, Partners, and OEMs to reach the quota goal. Utilize the Company's sales process to effectively demonstrate products to customers and making quick wins. See link for more details: https://integressinc.com/sales-engineer-san-francisco/
Sales/Business Development
Special Counsel is a leader in legal recruitment. We are looking for sales focused individuals to help grow our market share across the country. You will partner with our sister Brands to help develop and grow the legal staffing/recruiting business with existing clients as well as creating new client relationships. Base + commission, primarily remote.
Salesforce Developer
The Salesforce Developer serves as the primary technical architect and developer for the Company's Salesforce CRM application. Responsible for working with Information Technology leadership, the Salesforce Application team, 3rd party developers, and end users to advise, implement, and maintain best practices in security, performance, and technical design. Will review and create architecture and development plans for projects related to the Salesforce application. See link for more details: https://integressinc.com/salesforce-developer/
Securities Investment Processing Lead - Operations
Financial services firm with a national footprint, and headquarters in Carpinteria, on the beautiful Central Coast of California. College Degree Preferred or High School Diploma and comparable work experience. 3+ years industry experience. Must have a background in Financial processing and/or with a Broker Dealer. FINRA LICENSE - 99 and FINRA LICENSE - SIE. Strong Excel skills. Location: Carpinteria, CA.
Senior Forensic Engineer
Company is seeking a senior level Forensic Engineer with collision reconstruction training and testimonial experience. The Forensic Engineer will be handling cases from inception through trial, with the support of associate-level Forensic Engineers, and will utilize: three-dimensional laser scanners, drones, data acquisition systems, computer simulation programs, photogrammetry packages and event data recorder interrogation systems. While prior experience and training is required, considerable on-the-job training will be required to become proficient with in-house technologies and methods.
Senior or Staff-Level Mechanical Design Engineer
Seeking a Senior or Staff-level Mechanical Engineer who likes to design and build sophisticated industrial machines. Ideal candidate will be able to independently execute the design process, working either as or with a system architect, from concept definition based on (sometimes) minimal specifications through detail design, documentation, manufacturing build and validation/troubleshooting. See link for more details: https://integressinc.com/senior-mechanical-engineer-california/
Senior Systems Engineer
This role is for a senior technical leader with extensive infrastructure experience in enterprise environments. We need someone who is highly motivated, self-starting, and with great communication skills. The candidate should have a strong understanding of the technologies and systems in place at the Company and be able to solve complex problems as well as implement and evaluate new products. See link for more details: https://integressinc.com/senior-systems-engineer-orange-county/
Sr. Power Electronics Engineer - Defense
Support and guide the analysis, design, build, test and validation of digital, analog, and high power circuits, specifically with respect to Power Electronics product and technology developments and production support. Perform a variety of tasks related to the assembly, test and troubleshooting of the Power Electronics product line. See link for more details: https://integressinc.com/power-electronics-engineer/
Tax Manager / Senior Tax Accountant / Tax Associate
Looking for a Tax Specialist that specializes in various aspects of partnership, S Corp and ultra high net worth individual tax including entertainment, real estate and venture capital owned companies. In this position, you will work directly with clients, key decision makers and business owners across various industries and geographies. We provide an exceptional opportunity to develop professionally through exposure to strategic tax planning and compliance, deal structure consultations, and business advisory. Hybrid Remote with ability to drive to Beverly Hills, Westlake Village, Malibu.
VP of Human Resources for a Leading Publisher of Assessments
Area : Los Angeles, CA Description : Our client is a leading independent publisher of assessments that is on the verge of remarkable growth and change. They are seeking a Vice President of Human Resources to create and lead a reinvigorated HR department within the company that attracts and develops exceptional people. This position provides overall guidance to organization systems and practices related to workforce planning and analytics, talent acquisition, talent development, and compensation and benefits.
Purchasing Bankruptcy Claim
A secured creditor in a bankruptcy wishes to sell its claim at a discount

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