THE
MEMBER EXCHANGE

The Member Exchange

December 7, 2020

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

Assistance with unclaimed property
Client needs help in negotiating the return of unclaimed property to the State of California that it accepted by assignment. It?s a large amount of precious metals certificates and there are possible penalty and interest issues.
CPA with Virtual Currency Experience
Looking to team up with a CPA in the Southern California area that has experience in calculating gain/loss from virtual currency trading activity.
Doctor or Epidemiologist to consult regarding COVID safety protocols
One of our large nonprofit clients is looking for a doctor or epidemiologist to consult with them on their COVID safety protocols.Please email me at janiceb@heffins.com if you can recommend someone. Thank you.
Elder Care Attorney
Can anyone direct me to an Elder Care Attorney to assist a colleague with possible violations at an assisted living facility? Thank you.
Expedited Passport Needed
Hello - I have a client who is looking to obtain an expedited passport for her assistant. This would be by the end of next week. Is this something you or someone you know can help with? The cost of this would be invaluable to the client.
Financial Advisor's Duty of Care to Clients and Broker
Financial advisor is looking for counsel on the duty of care owed to clients and others when diagnosed with a progressive disease. Would prefer to consult his/her own attorney to know rights and requirements before disclosing to broker-dealer.
Immunomedics
Looking for an introduction to employees of Immunomedics, recently acquired by Gilead.
Neighbor Dispute - Attorney
Client has a mentally unwell neighbor, who has taken to pouring his urine over their shared fence, as well as stealing water via client's outdoor hose. Images of neighbor's house indicates that neighbor is a major hoarder, frequently taking objects from client's trash. Neighbor's house is in disrepair. The homes are in an extremely wealthy neighborhood in SoCal. My field is mostly international transactions, M&A, video games, startups, joint ventures. So, thinking this is better with someone else.
Network Cabling Specialist
I am in need of a computer network cabling specialist for a small job in Woodland Hills, CA
Probate attorney in Livingston NJ
Looking for a well priced probate attorney in Livingston NJ. Please send to gil@tflawllc.com. Thanks
Will & Trust Attorney: Portland, OR
Looking for help in the Portland Oregon area. Thank You
Will Attorney
I have a close friend who needs some help with his father. Location is South Lake Tahoe. Send me an email and I'll bridge an intro.
Business Development - Seattle, WA
Technology Management Consulting. 2 positions open. Ideal candidate has great network and access to mid-market CFO's, CIO's, company owners. Technical experience not required, but expertise IT infrastructure, tech operations, cloud computing, datacenter hosting all very helpful. We can teach you all the tech. What we can't teach is drive, character, integrity. If you love biz dev, and love working with a large variety of business owners to help them create competitive advantage and new possibilities, contact us. www.availpartners.net - dan.marsh@availpartners.net
Content Specialist
Very hot startup, looking for a content specialist to focus on Video, Blogging and Social Media
DevOps Engineer
This person can sit anywhere west of the Mississippi. AWS, Docker and very client facing is a must.
Director of Development for a Nonprofit Organization
Our client is a nonprofit dedicated to helping LA County's most vulnerable children, young people, and families. Their strong and innovative programs have made them a valued partner of the community. They are seeking a Director of Development and Communications to help lead the organization's corporate, individual and foundation fundraising. See here for more details and to apply: https://www.thetreehousepartners.com/job-detail/?job_id=547
Family Law Attorney Position
Lewitt Hackman in Encino would like to hire an experienced family law associate. The ideal candidate has at least 5 years of current experience in family law, and is comfortable appearing in court. The firm offers a competitive salary, bonuses, and excellent benefits (profit sharing, great health insurance, FSA plans, AFLAC options, 401k). Lewitt Hackman is looking for someone who is able to proficiently take a case from start to finish and would like to grow within the firm. If interested, please send a resume to vnellis@lewitthackman.com with "Resume" in the subject line.
Head of Product
This is a brand new role for my client and will be reporting into one of the co-founders.
HR Manager
Plans and administers policies relating to all phases of human resources activities. A department of one. REQUIRED current HR professional certification with a California designation from the Society for Human Management (SHRM) or the Human Resources Certification Institute (HRCI), with a California designation, Bachelor degree in HR, OD, Business, or Industrial Relations REFERRED: current senior HR professional certification from SHRM or HRCI, with a California designation Job Type: Full-time
Java Developer
My client is looking for a Java Developer, can be either Senior (pref) or junior but this person must be either a USC or GC holder.
Junior Advisor/ Paraplanner
An established financial advisory office seeks a junior advisor/ paraplanner. This role assists the advisor run the back office of the practice, serves clients through ongoing financial planning and asset management. Excellent client service and follow-through are essential to the role. Integrity and honesty are a must. Self-motivation, paying attention to details, great organization and communication skills will give you a successful career! Compensation consists of a base salary, performance bonus, commission, & profit sharing.
M&A/Securities Law Transactional Attorney
Weintraub Law Group PC is a boutique law firm concentrated in the areas of Mergers and Acquisitions and the drafting of private placement memoranda and public company filings. A candidate should have at least 3 years experience in some of the above mentioned areas. Experience in drafting private placement memoranda and knowledge of the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Company Act of 1940 and the Investment Advisers Act of 1940 as they relate to private offerings is mandatory.
Membership Coordinator for a UCLA Networking and Alumni Organization
We are seeking a full-time Membership Coordinator to grow and support UCLA's only business and networking alumni organization. This candidate will assist the organization with all administrative tasks, member relations, and liaising with a variety of internal and external stakeholders and, of course, will also serve as an ambassador for the organization and UCLA as a whole. https://www.thetreehousepartners.com/job-detail/?job_id=562
Outbound Sales Professional
Want to join a team that has been making a difference in today's competitive automotive industry, the difference between making deals and losing deals is knowing what to say and how to say it. At Alan Ram?s Proactive Training Solutions, we are committed to providing innovative solutions that help train sales, client experience, and leadership teams at auto dealerships across the US and Puerto Rico on how to connect with and sell to their prospects and customers. As we evolve and grow, we find ourselves looking for a seasoned Outbound Sales Professional. Remote OK! Call 619-369-5750
Part-Time FP&A Manager
We are looking for an experienced accountant who can simultaneously manage several unique funds/entities as well as manage our multiple finance relationships for the funds (CPA, fund administrators, auditors). Some of the day to day responsibilities include: 1. SPV Accounting a. Calculating Capital Call and Distribution allocations b. Invoice management c. Forecasting future liquidity needs d. Forecasting expense ratios e. Reviewing PPMs and recommending/approving any changes f. Investor and custodial level reporting 2. Corporate Accounting 3. 3rd party relationship management
Per-Diem Contractor-GAAP Auditor/CPA, Newport Beach, CA
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.
Property Manager with Boutique Firm
Tiao Properties is a well-established boutique real estate brokerage and property management company in Los Angeles (primarily east side) with an impeccable reputation with both owners and tenants, and we are looking for someone to join our small team as we grow our property management portfolio. Real estate and property management experience is ideal, but we are willing to train the person who is highly organized, detail oriented, and strong customer service background. Please contact info@tiaoproperties.com for more details.
QA Analyst
My client is looking for a strong QA analyst that has worked on migrating data from one major cloud company to another. This person must be either a USC or GC Holder.
Sales Executive for an Innovative Contract Manufacturer Opportunity!
Description : Our client is an innovative contract manufacturer offering injection molding tooling systems, molded components, and assemblies for the medical, aerospace, and consumer goods markets. They are seeking a Sales Executive to help drive and generate sales by identifying potential opportunities through referral networks, past clients, cold calling, and work leads. https://www.thetreehousepartners.com/job-detail/?job_id=564
Senior Financial Planner - Private Wealth (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.
Software Engineer with Unity / 3D
My client, not a gaming company is looking for someone that has strong experience with Unity or 3D programming. Can sit anywhere west of the Mississippi.
Valuation Services - Analyst or Intern Positions
Seeking full time staff and interns for 2021 to support the firm's organic growth. We are a young boutique advisory firm specializing in providing business and intangible valuation services to a variety of closely-held companies from hot tech startups (out of incubators like ATDC, ATV, FlashPoint, Create-X, etc ) to high growth mid-market companies. Our services are utilized for a variety of purposes including: 1. Financial reporting and tax reporting requirements 2. Purchase Price Allocation 3. Goodwill Impairment Testing 4. Merger & Acquisitions 5. Estate and Gift Tax
Series C Investors -- The Most Amazing GUITAR You've Ever Seen!
Start-up that has invented a guitar that can be folded for airplane carry-on seeks Series C funding. https://vimeo.com/463924158/7b248a6f94

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