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MEMBER EXCHANGE

The Member Exchange

Week of November 2, 2020

There are 35 advisor, 2 business, and 22 job opportunities this week

24 Hour Fitness Introduction
Would appreciate an introduction to any leadership at 24 Hour Fitness
Attorney Escrow Agent Needed
One of my corporate clients purchases and sells personal protective equipment (PPE). Do you have a referral to an attorney / law firm that can serve as a "go to" escrow agent for my client for the purchase and sale of goods I am outside counsel for the client and I handle all of their contractual matters, so the firm/attorney who is acting as an escrow agent would be working closely with me. Thank you.
Attorney for Dispute with Contractor and Insurer
Prospective client has problem with contractor who repaired water damage incorrectly and caused more damage, and with their insurance company that denied the claim. They have spent about $17k in repairs done wrong, and have water damage, mold and other issues. Insurance coverage was denied coverage in March of 2019 so the clock is ticking. They have been back and forth with the contractor but nothing is fixed. The house was built in 2006.
Attorney to Defendant Claim under Safe Drinking Water and Toxic Enforcement Act of 1986 and Claim of Violation under California Health & Safety Code §25249.6
I have a client who is a Southern California grocery store chain that has been served with: 1. A 60 day notice of intent for violation of the safe drinking water and toxic enforcement act of 1986 (2 notices for the same claim with different dates); and 2. A notice of violation under California Health & Safety Code §25249.6 and 60 day notice of intent to sue. I am looking for attorneys well versed in the defense of such claims to refer to the client. Thank you!
Auto Liability Attorney needed in Arizona
A client of mine hit another vehicle while driving in Arizona without insurance. The other driver now wants to sue my client. Help is needed immediately. Please send a note to me at tim.kolacz@hubinternational.com or call me at 714.922.4234 and we can discuss what we should do and how to go about it.
Bilingual Harassment Trainer
I am seeking a Bay Area bilingual HR Consultant to conduct harassment training for a client of ours. They are seeking in person training. Please message me for more info.
California Real Estate for Estate Planning Conference
Searching for a speaker for a large, California-wide conference for Trusts and Estates attorneys held each September in San Jose, California. Estate planning attorneys face a lot of real estate cross-over issues, particularly when beneficiaries of a trust will inherit real estate as tenants in common. Estate planning attorneys would benefit from a 30 minute talk discussing various cross-over topics. The work is preparing and presenting the talk. The benefit is a captive audience of attendees. Contact astarrett@rpllawfirm.com for more info.
Commercial Banker - Foreigned Owned Companies
We have a client who is trying to open a bank account for an entity wholly owned by a foreign individual. They are not having any luck with the big banks.
Corporate Attorney Referral Licensed in Tennessee
I have a client who is looking for a referral to a corproate attorney licensed in Tennessee to help with drafting corporate documents for a new Tennessee entity.
Corporate/Business transaction attorney in Illionois
Looking for a referral for a great corporate attorney licensed in Illinois for a business client, who needs advice on investment deal. Preference for attorney with in-house experience.
CPA Specializing in Aviation
I just picked up a new client that is a flight school in the Southern California area. He is in process of looking for a CPA that specializes in aviation and would appreciate any suggestions. Thank you!
CPG IP Sales
I have a client need for someone experienced in taking a manufactured product line (OTC medical item) to large Consumer Package Good (CPG) companies for purchase (either the IP or the product as white-label).
Domestication of judgment from CA to NY needed
I have a modest size CA judgment I need to convert to NY (NYC area) as debtor resides and has assets located in NYC.
Federal Prison Consultant
We are looking for a consultant to advise a client who expect to be serving a few years for tax evasion. Note he already has criminal counsel so that is not what we are looking for.
Immunomedics introduction
Would appreciate an introduction to any employee of Immunomedics.
Landlord Tenant Lawyer Needed
Looking for a referral. A friend in Orange Counting/Huntington Beach is looking for a landlord tenant lawyer to help on a contingency basis. Friend's rental property incurred significant damage due to a fire that occurred from issues related to a contractor and HOA. Please send any referrals to seda.bolulu@driven-inc.com.
Life 360 Introduction
Would appreciate an introduction to anyone at Life360
Maritime Lawyer
Maritime lawyer needed to review a US Navy ship repair contract in San Diego.
Mortgage refinancing, New York
250k refinancing of a 2nd home mortgage in Plattsburgh, NY
Nashville Estate Attorney Needed
Looking for recommendations to estate attorneys located in Nashville. Thank you.
Need Divorce Attorney + Realtor in Albert CA
Recommendations for excellent divorce attorney(s) in Alberta. Would also like the name of a realtor if you have one. Thank you!
Need introductions to Building Contractors
Looking for building contractors interested in expanding into Rhode Island and Southern Massachusetts.
Need Litigator In Alabama
Client's corporation has been sued in Alabama and client sued on Guaranty. Need attorney in Alabama to defend litigation.
Real estate appraiser for Carmel CA home
A client needs an appraisal of a PARTIAL INTEREST in a Carmel home, for tax purposes. If anyone knows a real estate appraiser who can value a fractional interest in a Monterey County residence, please contact me. Thanks.
Referral to Estate Planning Attorney in Bluffton, SC
A friend who recently moved to Bluffton, South Carolina, needs a referral to an estate planning attorney in that community. Please let me know if you have any recommendations/referrals. You may e-mail your response to me at AWERNICK@AGDGLAW.COM or call me at 312.755.3172. Thank you for your attention to this request.
San Diego, CA Medical Malpractice Attorney
Looking for a referral to a plaintiffs? Medical Malpractice attorney to handle a very strong claim that would be filed against a hospital in North San Diego County.
Seeking firms with internal software development teams
We are conducting a research project for a client and are looking for $50M+ firms that have an internal software development team. We'd like to interview the VP of Dev, or similar title for 20 minutes and are offering a $25 Amazon gift card as a thank you for their time.
Sr. Business/Real Estate Litigator in Vegas Covid Force Majeure Matter
Client seeks senior business/real estate litigator in Las Vegas with successful experience in force majeure matters to represent a commercial tenant whose business eliminated by Covid.
Tax Attorney, Los Angeles, So. Bay area
My client's corporate tax return is being audited by the IRA. The client would like to speak to a tax attorney for guidance on tax attorney vs. CPA representation. There are large dollars at stake so it's important for the client to learn the smart strategy from a qualified advisor.
Tax debt help
Dear all. I have a friend whose father is in an assisted living center living on savings and military retirement. He owes the IRS money for mistakenly not filing his taxes many years ago and not contesting the return. While I doubt he can contest the amount at this point, he needs someone who can settle his debt. He is in LA, the daughter is in Boston. Looking for someone who is experienced negotiating debts with the IRS (as he is not able to pay them off).
VA Benefits Attorney
I have a client who is a disabled military veteran (Gulf War). The VA is looking to reduce his disability. Right now he is rated as 100% disabled. Looking for an attorney who would handle this type of appeal to the VA?
Virtual Speaker Needed for CEO Peer group - Workplace mental health
Do you have a talk on how business owners can foster, support, develop positive mental health in the workplace? Peer group of 10 members/ business owners in San Diego Market asked if I knew someone. No or low honorarium. Target market audience.
Virtual Speaker needed on Effective Use of Humor in the Workplace
Do you have a talk on how to use humor in the workplace to foster a great culture? Peer group of 10 members/ business owners in San Diego Market asked if I knew someone. No or low honorarium. Target market audience.
Williamson Act Lawyer (Los Angeles)
Need a referral to a lawyer who has dealt with the Williamson Act, preferably in Yolo County
Williamson Act Lawyer (San Francisco)
Need a referral to a lawyer who has dealt with the Williamson Act, preferably in Yolo County
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).
Director, Channel Sales - Smart Home Products (San Jose)
Must haves to be considered: 5+ years sales experience in electronic consumer products; smart device background preferred Desire to work for early stage startup Willing to do selling first, building a team second Prior sales leadership experience a plus Strong channel sales experience selling into Big Box stores, such as Walmart, Target, Costco, Home Depot, Lowes, etc. Prior experience selling into the residential construction industry, highly desired Excellent communication and presentation skills, including use of MS Office products, Word, PowerPoint, Excel, Outlook, ect.
Executive Assistant to the Founder of a Unique Real Estate Brokerage
Area : Los Angeles, CA Description : Our client is an innovative real estate brokerage in Los Angeles, and they're seeking a driven Executive Assistant to act as a right hand to their Founder. This person will manage the Founder's calendar, oversee administrative functions, make travel arrangements, and more. https://www.thetreehousepartners.com/job-detail/?job_id=558
JD Edwards E1 Application Manager (Orange County)
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 below for more details: https://integressinc.com/application-manager-salary
Operations Executive
This multi-site operations leader will have direct responsibility for the strategic direction and tactical execution of at least two of the premier assembly operations within the company. These are automated facilities producing millions of finished products daily. Serve as trusted right hand and special project support to the global Director of Operations. For consideration, please email your resume in strictest confidence, to emswigpoqezxqret9t7brdoicc@crelate.net. For any questions or referrals, please email Mike Nadler, SVP Client Services at mnadler@saengerassociates.com
Operations Manager
Our real estate group is looking for a critical role as an integrator involved in all aspects of the team's operations. You will work directly in the shaping and implementation of the companies process, systems, technology, analysis, and accountability. You will work across the organization to support strategic business needs while enhancing the effectiveness and efficiency of our team. https://wizehire.com/job/operations-manager-in-westlake-village-ca-us-8357ecfc987e56b3
Plant Manager
Direct plant operations in keeping with company's commitment to quality, safety, and customer satisfaction. Manage team of supervisory personnel to ensure achievement of sales targets and on time delivery schedule. Adhere to best manufacturing and engineering practices in execution of molding operations. Ten plus years in manufacturing operations in a managerial role of a high-volume operation Email your resume to wcoh1gb58w1y6ckzxqfyrpu4hr@crelate.net
Quality Engineer
The Quality Engineer is responsible for quality planning and continuous improvement, working closely with production/operations and suppliers to reduce defects and improve product quality. The Quality Engineer is responsible for process validations, failure mode and effects analysis, process control plans, work instructions, corrective and preventative actions. The Quality Engineer also supports product development and commercialization activities. See link for more details: https://integressinc.com/quality-engineer-los-angeles
RECRUITING FOR EXPERIENCED PRIVATE WEALTH ADVISORS IN BOSTON, TAMPA, HOUSTON, AND WASHINGTON, DC (Atlanta)
If you are a Private Wealth Advisor in one of these markets and have a track record of building a client base in the Ultra High Net Worth client segment and an existing network of professional Centers of Influence, please contact me at Denise@AlphaCareersLLC.com for a discussion.
RECRUITING FOR EXPERIENCED PRIVATE WEALTH ADVISORS IN BOSTON, TAMPA, HOUSTON, AND WASHINGTON, DC (Dallas)
If you are a Private Wealth Advisor in one of these markets and have a track record of building a client base in the Ultra High Net Worth client segment and an existing network of professional Centers of Influence, please contact me at Denise@AlphaCareersLLC.com for a discussion.
RECRUITING FOR EXPERIENCED PRIVATE WEALTH ADVISORS IN BOSTON, TAMPA, HOUSTON, AND WASHINGTON, DC (New England)
If you are a Private Wealth Advisor in one of these markets and have a track record of building a client base in the Ultra High Net Worth client segment and an existing network of professional Centers of Influence, please contact me at Denise@AlphaCareersLLC.com for a discussion.
Sales Executive - Richmond
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. Hundreds join the product conversation at their invite-only executive product salons while many agree to shape the product conversation by giving insightful...
Sales Executive (Nationwide)
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. Hundreds join the product conversation at their invite-only executive product salons while many agree to shape the product conversation by giving insightful...
Salesforce Business Analyst
The Business Systems Analyst (BSA) provides enterprise-wide support for Company's Salesforce application for the Sales & Marketing CRM module. See link below for more details: https://integressinc.com/salesforce-business-systems-analyst/
Senior Litigation Associate
Salary: $125,000.00 to $185,000.00 /year Growing boutique law practice is seeking to fill a position for a full-time senior associate attorney with 6 years+ of relevant experience and the ability to first chair probate court bench trials. This is the perfect position for someone who is looking to make a change from big law to equity status and strike a balance between hard work, financial success and a healthy lifestyle. We subscribe to work-hard / play-hard. All applicants must have a desire to deliver high-quality legal represent
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
MSP who delivers Modern IT Services that make every employee more productive. They are process driven, have outstanding management, a 4 to 1 ration of proactive to reactive personnel and are looking to another fantastic member to their proactive team that can be dedicated full time to keeping their clients from having issues, and start using the time instead to do more with their technology.
Trust Assistant
At Regions, the Trust Assistant provides general and clerical administrative support to an individual in the trust department and/or the trust department as a group, relieving them of clerical, administrative and business detail. https://regions.wd5.myworkdayjobs.com/Regions_Careers/job/Dallas-TX---17-Seventeen-Building-Branch/Trust-Assistant_R41798
US Corporate Tax Manager - Tax Consultancy (Nationwide)
Are you looking to join a dynamic, friendly, fast-growing tax consultancy firm? If you are hard-working, entrepreneurial, team-oriented and determined then this is the role for you! Key Functions of the role: The Head of Compliance and Strategy will focus on US tax compliance and tax planning/exit strategies for cross-border businesses in the US.
VP Finance / 100% Remote Role / Multi-Client Bookkeeping & Accounting
I run Stride Services, a bookkeeping and accounting firm with a focus on $1-$10M marketing agencies. We have been growing rapidly. We are looking for two or three mid to senior level accounting professionals that have worked as a Controller, Director or VP of Finance, ideally at marketing agencies or, still helpful, professional service businesses in the $10-30m range.
Need Funding Source for Business Expansion (not SBA)
Need national business funding source (not SBA) for average deal size of $1MM to build-out & stabilize warehouse/logistics centers (on average 100,000sf each) that are subleased to tenants needing 500-5,000sf each for businesses whose leasing needs can scale up or down. This proven model has performed very well throughout COVID. The Company already has a nationwide footprint with over 15 facilities and expanding. Immediate needs are to fund two deals on West Coast. Funding source must have capability to finance a national growth platform. High IRR's and 3 year terms.
Retail Lighting Looking for Investor/Financing
Retail Lighting company is looking for a financial partner to help sustain our growth in both ecommerce and brick and mortar stores. We are currently producing annual revenue of 6-7M with 150% growth in ecommerce. We are interested in growing into a few more stores that we have identified as great targets based on our 15 years in the business, as well as continue to develop our online products offerings and services. Looking for $1M investment. Company has minimal debt.

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