THE
MEMBER EXCHANGE

The Member Exchange

March 15, 2021

There are 22 advisor, 1 business, and 12+ job opportunities this week

Banking need in Rancho Santamargarita, CA
Middle market small business is looking for a new banking relationship with branch in Rancho Santamargarita or nearby. Please email me, ikang@bdo.com
Condominium Association Attorney
Advice and necessary consent document to install security cameras in 7-unit condominium building
Cook County Probate Attorney
Looking for probate attorney handling the estate of Howard C. Richard who died November 2020. Filed in Cook County, IL. Please call or email: Andrea Starrett (San Jose 1) 408-293-3616 astarrett@rpllawfirm.com
Costco Buyer - Introduction Needed
I'm looking for an introduction to a locally (San Diego) based Costco Buyer. Please reach out for more detail if you can help. Any help would be appreciated.
CPA expert witness - California
I'm posting for a colleague who is an attorney with Klinedlinst Law Firm in downtown Los Angeles. He's looking for a CPA expert witness (firm) to testify to the standard of care of tax return prep for both corporate & personal for his client. 706 estate tax return experience is a plus. If you or your firm provide this service please call or email: John T. A. Rosenthal Senior Counsel Klinedinst Law Los Angeles (213) 406-1100 x3210 JRosenthal@Klinedinstlaw.com https://klinedinstlaw.com Thanks so much. Sheree Tallerman, CEO PlanPerfect, Inc. SF 7, EC
CPR Training needed (Spanish/English)
I have a client in need of CPR training for their staff of 20 employees. Client is located in Santa Ana, CA. Bi-lingual is certainly a plus but not a mandatory requirement.
Employment Attorney in Portland, OR
I have an HR Generalist in a HR department of 1 that needs compliance help primarily with on-going employee issues that involve drugs/alcohol, in addition to handbook updates and general guidance. Must be based in Oregon, preferrably in Portland. An HR Consultant with deep compliance knowledge may also work.
Immigration Attorney
My clients are looking for an attorney to help guide them through the process of obtaining German citizenship. They are American and understand that they qualify for dual citizenship based on heritage. Thanks!
Instructional Designer for Online University
One of our services clients is developing employee training content (technical and operational) and needs an instructional designer to turn it into an online onboarding and continuing education tool for employees. The client is in San Diego but the chosen vendor could be anywhere.
Insurance Industry Attorney Needed To Represent Insured
I have a client that would like to speak with an attorney that specializes in representing insureds. My client is a landlord and would like to try to further pursue a business income claim, previously denied, to see if they have any other recourse. Please feel free to reach me directly: mikemac@smmainsurance.com
Introduction to Pine Street Capital Partners
I would like an introduction to one of the team members at Pine Street Capital Partners, which is a private equity firm out of Wellesley, MA with an office in Albany, NY. I would be interested in providing debt towards their investment transactions and perhaps providing capital for future funds. Thank you!
Legal Counsel to Advise Residential Behavioral Treatment Facility
A residential behavioral health treatment facility needs advice on how to respond to divorced parents who are making conflicting demands regarding the treatment for their child, including demands that may be against medical advice. If this is your area of expertise, please email me at oleg@caltrustlaw.com
Leigh Steinberg or Chris Cabott Contact
I'm looking for an direct email or phone number for either Chris Cabott or Leigh Steinberg at Steinberg Sports and Entertainment. Thanks.
Looking for contacts in the Cigar business
I have a friend that designed a very cool product for those of us that like to have a cigar while we golf. He would like to connect with cigar distbuters. If you have any contacts it would be much appreciated. Please see his link below. Here's a link to my website for The Cigar Butler. The Cigar Butler is made in America, patented, and the trademark was just approved today. It was designed to be easily branded and cost around $1.50 apiece. Feel free to share with anyone you think might appreciate it. Thanks, and best regards, Rick https://thecigarbutler.com/
Need Attorney that specialize in UTC (Transportation) laws
Looking for an attorney that specializes in UTC laws regarding residential local moving company refusal to pay/reimbursement for damages.
Need Introduction Sony, Microsoft, and Nintendo
Looking for an introduction to high level C suite executive at Sony, Microsoft, and Nintendo for a real estate opportunity.
Non Profit Merchant services
Non profit with growing online donations is seeking reduced pricing on merchant services. Presently processing 10-30k per month. Contact me directly at JimR@RobustAlternatives.com
NYC Mortgage Resource Needed
I have a client looking to buy a property in Manhattan. Currently looking at Coop or "CondOp" listings in the $800k to $900k range. Client needs help understanding what financing options are available and will eventually need to obtain a loan, ideally this summer or early fall
Real estate attorney needed in Naples, FL
Client is executing a residential real estate transaction. Please email me at stephen.p.giulietti@morganstanley.com. Thank you.
Residential construction code compliance
Looking for attorney with residential code compliance experience. Preferably experience with the city of San Diego.
Social Security/Disability Attorney
I have a relative who is in need of an attorney who specializes in Social Security/Disability. If you or someone you know practices in this area please email me at jonathan.mayotte@thorntonpowell.com and I can give you more details.
Utah Business Litigator Needed
My client has been served with a summons in a business litigation. Need referral to good litigator in Utah. Please email referrals to atreiger@szrlaw.com.
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/sales-engineer/
Associate Position Available
Plaintiff personal injury law firm seeking Associate. Must be highly motivated, able to work independently and have strong writing skills. Will train, if necessary. Entrepreneurial spirit a plus. Workload includes all aspects of injury cases from inception to Trial, including propounding and responding to Discovery, medical record review, taking and defending depositions and Motion work. Candidate should have a strong research and technology background. Salary commensurate with experience. Position is remote per county guidelines until further notice.
Business Litigation Attorney
Structure Law Group, LLP seeks an experienced litigator to handle complex commercial and business litigation cases in its San Jose office. The ideal candidate will have 1-3 years of relevant business litigation experience. We seek candidates who can think critically and are not intimidated by complex cases. Candidates who are confident in their ability to verbally advocate their research and writing, are especially encouraged to apply.
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 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.
CFO for an Outsourced Business Services Firm Opportunity!
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 CFO to join their Strategic Finance Outsourcing (SFO) team. https://www.thetreehousepartners.com/job-detail/?job_id=585
CFO, Non-profit, South shore MA to RI region
Seeking referrals and candidates for a CFO position in a nonprofit setting due to retirement. Desiring experience in healthcare, human services or insurance settings. Contact: Murray Lee, Partner @ KLR Executive Search Group, mlee@klrsearchgroup.com, ph: 617.236.8098
Chief Marketing Officer - eCommerce for Pets
Our client is based in California with a geographically distributed team, thereby allowing for this position to be filled by the right person living anywhere within the US. They are an early-stage startup, and their mission is to be passionate advocates for pet safety and health through the creation and distribution of exceptional products and services that support pets and their pet parents. They understand that dogs have become beloved members of the family unit, and our client is dedicated to keeping the four-legged members of those families Safe, Healthy, and Happy.
Chief Operating Officer - Biological and Biotechnology Ag Products (Seattle and Other)
They are looking for a high-energy COO with a credentialed scientific background and experience leading manufacturing operations and product development. The selected leader is an innovator and builder with the entrepreneurial drive to deliver results quickly while maintaining scientific rigor. This position will be responsible for manufacturing, operations, product development, supply chain, and logistics.
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.
Client Care Coordinator
The transaction & Client Care Partner is deeply committed to supporting the team in achieving greater levels of success by leading our process for catering to existing clients preparing to sell a home and clients who are in the process of closing on a home purchase/sale. The right candidate will enjoy being on a winning team, and will thrive on supporting the team Lead and Sales agents. They will embrace our core Values of LEAD, and will be excited to grow their own skills to develop into a leader within the team.
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.
Controller
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 Controller to join their team. This position will be a virtual/remote position with office access in the future. They would like this person to be
Controller
Full Time opportunity for a a controller with previous law firm experience at a Law Firm in Pasadena, CA. Please contact Corey Castillo, ccastillo@lagerlof.com, for details, to make a referral or to apply
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 Production & Fulfillment Operations
Manages all order fulfillment and production (manufacturing) aspects of a $13 million dollar e-commerce business growing at 15%-25% a year. This is a data driven position. The right candidate will display not only an aptitude for managing people and processes but also a desire to dig into the data and improve processes on a daily basis. Establishes, measures, and acts upon KPIs for each department and position. See link for more details: https://integressinc.com/manufacturing-job-oklahoma-city/
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/
ERP Support Analyst
The Business Systems Specialist drives technical solutions that enable Company employees to provide the best products and services to our customers. See link for more details: https://integressinc.com/it-business-systems-analyst-los-angeles-cerritos/
Estate Planning Attorney
Merhab Robinson & Clarkson is a boutique law firm in Orange County focusing on estate and business planning. We have an opening for a full time Trusts & Estate Planning attorney with 2-4 years of experience. High priority is placed on hiring team members with an A+ attitude that are ready to join a close-knit team of attorneys. The ideal candidate is detail-oriented and a self-starter with polished client service skills and the ability to organize, set priorities, and follow up. This position offers an outstanding career opportunity for immediate client contact and hands-on experience.
Executive Assistant Wanted (Dallas, TX)
Client furniture store retailer is looking to hire an executive assistant full-time to support the CEO and other executives in the organization. Ideal candidate has prior experience in administration or project management, excellent computer skills, and familiarity with Excel and project management software. Can work remotely 50% of the time, the other 50% in-person. Please email Jesse Shallcross at jshallcross@pcrfirm.com with any good candidates I can refer to my client. Thanks.
Executive Director, Financial Planning Association, Silicon Valley
FPASV is seeking someone to fill the role of Executive Director, who works closely with the volunteer board and is the key contact for the chapter. This is a part time position at approximately 20 hours/weeks. The Financial Planning Association of Silicon Valley (FPASV) is one chapter of the Financial Planning Association®, the principal membership organization for CERTIFIED FINANCIAL PLANNER professionals and others committed to elevating the profession that transforms lives through the power of financial planning. The FPASV chapter serves members in the Silicon Valley and surrounding areas.
Financial Advisor
I am specifically looking for a "Gold Mentee" who wants to become a financial advisor at Equitable Advisors and work with me. As a "Gold Mentee" you will be responsible for arranging meetings with potential clients that we would work on together initially as you learn the ropes of the company and the business. The Ask: I am seeking individuals who have: 1) an entrepreneurial spirit 2) a strong sense of ethics 3) a passion for helping people 4) 5 - 10 years of direct sales experience, ideally relationship and referral based 5) an "abundance mentality"
Forensic Accountant - CPA
*Financial and valuation analyses of and research into companies, industries, and investment markets. *Assist with supervision of financial and research analysts. *Perform complex forensic and valuation analyses. Work directly with the senior management of the company. Qualifications: *Individuals must have BA/BS and/or MBA and have 2-5 years' experience in forensic accounting litigation support. Experience in marital dissolution matters preferred. *CPA credential preferred. Send Resume - Jacqueline Jones at jjones@sphvalue,com
Global Account Sales Engineer
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 Compan'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/
Hiring: Multi-Client Accounting Manager
We're hiring at Stride. We are currently looking for an Accounting Manager to oversee a book of clients, ensure good process and help them thrive. We are looking for someone with an accounting / finance background, preferably working in professional services. If you are interested or know someone, please have them reach out to me and/or share the job application here. We are a 100% remote workforce company so location doesn't matter. https://stride.applytojob.com/apply/UCUo6UcUtx/Accounting-Manager-Multi-Client-remote
HR Director
The Human Resources Director is responsible for developing and executing the HR strategy in support of overall business objectives and strategic direction. This individual will be a member of the Company's Leadership Team and will collaborate closely with business leaders to deliver on HR initiatives and services. This role will be responsible for all HR functions including talent acquisition, employee development, performance management, employee relations, compliance, compensation and benefits. See link for more details: https://integressinc.com/human-resources-director/
IT SOX Audit Manager
Primarily responsible for the management and execution of IT SOX efforts within the Internal Audit department to support the annual SOX compliance program. Participate in IT SOX efforts in conjunction with the external audit team. Review existing SOX program scope and identify areas for control rationalization, control enhancement, and testing approach changes. See link for more details: https://integressinc.com/sox-manager/
Legal Assistant
Special Needs Law Group of Massachusetts, PC WE'RE HIRING! Do you know of anyone looking for work in the legal industry? We are searching for a passionate, organized, and ambitious individual to join our team as a Legal Assistant. We also have several other positions opening up. For more information regarding the Legal Assistant role and other ways to join our team, please contact Kerri Whalen at kwhalen@specialneeds-law.com.
Litigation Associate w/ 1-3 YRS. Experience
A well-established Century City boutique firm is looking for a competent full-time litigator with 1-3 years of experience in research, motion drafting and discovery. Deposition experience is welcome, but not required. The ideal candidate is a team-player and self-starter who is willing to tackle complex legal issues and assist senior litigators in all aspects of litigation, including trial and trial preparation. Compensation will be commensurate with experience. Benefits included. Please email your CV and a writing sample to Daniel.Rodriguez@vrmlaw.com.
Manager of Analytics
The Manager, Analytics role plays a critical role in daily operations at Company. In addition, the candidate will have the opportunity to and is expected to assist/grow into areas of strategic knowledge that will be key to maintaining and advancing the company's competitive advantage. They will be tightly integrated with the C-suite in daily operational execution and long-term strategic knowledge development. See link for more details: https://integressinc.com/analytics-manager-los-angeles/
Medical Lab Director
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.
Product Manager
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.
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/
Recruiting Assistant
Assistant to a top level recruiter. An opportunity to learn the recruiting business or further develop your skills in recruiting. A substantial amount of responsibilty for the business and recruiting as well as a variety of work. College degree needed and a JD would be helpful or prior experience working in a law firm. Competitive salary plus bonus and benefits.
Sales & Marketing Manager
The Sales & Marketing Manager (SMM) has primary responsibility for ensuring that the HMI sales plan is achieved and will report directly to the Performance Center Director (PCD). The SMM is also responsible for directly managing customers that are generally captive to the Human Machine Interface (HMI) department. See link for more details: https://integressinc.com/sales-marketing-manager-los-angeles/
Sales Director - Remote
Our client saw a recurring need for content to meet the growing industry demand. The solution they built scales human imagination with machine creation. The platform takes repetitive tasks and completes them with a click, from imagery enhancement to mesh creation and cleanup, all in one tool. The founders' 20+ years in entertainment and media includes social mobile, video games, movies, and XR. They want their technology to be the gold standard for digitizing imagery.
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.
Senior Sales Representative - Data Broker
Our client is a startup that collects data from your digital life when using platforms like FB, Google, etc. and sells it. The BIG difference is that the individual person gets paid for the use of their data instead of big companies only. The data being sold is not highly personalized as with other data collection companies' products. They are looking to provide a source of income for individuals and have plans to offer more products to people in the future.
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. Manufacturing Engineer
Reporting directly to the Site Lead/Operation Leader, the Sr. Manufacturing Engineer will be responsible for determining the optimal manufacturing methods and processes for producing company products from start-up, building the product line, through satisfactory production. This includes analyzing engineering design documents to establish manufacturing methods and processes to manufacture a component, creating conceptual sketches and initiating the design and building of required tooling. See link for more details: https://integressinc.com/senior-manufacturing-engineer-pennsylvania/
Strategic Support Pro (IT; Tier 2), Central MA
Trailside Communications (trailsidecom.com) is seeking to hire a Strategic Support Professional to plan and implement IT solutions that revolutionize our clients' businesses! If you are detail oriented, creative, and customer-service focused with five or more years in a tier-2 IT support role, please consider joining our team. This position is based in our Worcester, MA office and requires occasional travel to our clients' offices in Central and Eastern Massachusetts. Details are available here: https://www.indeed.com/job/strategic-support-professional-4427256d35e6396a
Treehouse Partners Internship 
Area : Los Angeles, CA Description : Treehouse Partners is a full-service recruiting firm offering superior talent placement and a fresh perspective on human capital. We are seeking a summer intern (with the potential to start earlier) who will help to support our expanding business. https://www.thetreehousepartners.com/job-detail/?job_id=586
US Tax Compliance for International Businesses
Our client is an innovative consultancy firm with a unique goal: to help clients succeed in the US market without impacting their core business. They advise companies and founders on cross-border structuring, M&A transactions, tax strategies, and compliance in the US. Their ultimate goal: to provide expert advice, delivered seamlessly.
Vice President, Marketing (Remote - Social Media)
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 freed 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 VP - Marketing to join their team. This position will be a virtual/remote position with office access in the future.
VP of Data Science
The VP of Data Science role is a greenfield opportunity to establish the impact of ML/AI in the future valuation of the company as it scales past the current point of inflexion and works towards moments of step growth events in the next few years. See link for more details: https://integressinc.com/data-science-director-los-angeles/
Wanted - Director of Philanthropy
Noah Homes is a nonprofit in San Diego that is near and dear to my heart, providing housing and care for adults with developmental disabilities. They are looking for a Director of Philanthropy (with experience managing capital campaigns of $20M+) to help shape new and sustainable housing models within inclusive communities. Please let me know if you have any recommendations. https://www.indeed.com/viewjob?jk=aafb34b6fdb50b81&tk=1f09liejpnq33801 Thanks in advance.
Warehouse Fulfillment Manager
Manages all order fulfillment and warehousing aspects of a $13 million dollar e-commerce business growing at 15%-25% a year. Practices Six Sigma and/or Lean process improvement methods to improve fulfillment operations. Will be implementing and running the project to move to a new WMS system in the next 12 months, handling all aspects of the deployment and switchover. Implements and enforces proper fulfillment procedures such as demand based slotting, proper replenishment techniques, etc. See link for more details: https://integressinc.com/warehouse-fulfillment-manager/
Investment Opportunity - Sports Center Syndication
Opportunity to have fractional ownership in commercial real estate at $25k/per share. A Maine limited liability company has been formed for the purpose of acquiring an 84,322 square foot industrial building, a 5,700 square foot cold storage building and 24 acres land located in Saco, Maine. The main building is currently occupied by seven tenants but can be further subdivided and repurposed. Contact Bob Couture, CP Property Group, at bob@cp-propertygroup.com or 310-922-5436 for more information.

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