THE
MEMBER EXCHANGE

The Member Exchange

February 1, 2021

There are 15 advisor, 9 business, and 12+ job opportunities this week

Appraiser - Baseball Cards
A Boston-area client of mine is looking for an appraiser for baseball cards to value for a deceased parent's estate. Please contact me at either 857/277-0918 or KerryReilly@KReillyLawLLC.com
Attorney with veterinary experience
I am looking for an attorney experienced in dealing with issues of prohibition of ownership of veterinary hospital by non-DVMs. Please contact me at momilian@valueprism.com or cell: 404.307.8194
Celebrity Advisor
Reef Check, a non-profit organization leading citizen scientists to promote stewardship of sustainable reef communities worldwide, is looking for a celebrity who is passionate about the ocean and conservation to join their board as a member or an advisor. As a global organization, location can be anywhere.
CFO
Hi, One of my clients is looking for a CFO who has experience with healthcare and has taken companies public or has worked as a CFO for a public company. Please get in touch with me directly. Thank you.
Children's Book Publisher Needed
Looking for a publishing Company to represent a client who has written, self published and promoted her 10 children's books with more to come. Author is in Burbank, CA. Any help with this and possibly a marketing person too who is experienced in authors would be extremely helpful. Please contact me at 818 399-9982. Thanks Paul Brodsky, CPA
Class Action - Wells Fargo Mortgage Assistance
We are looking for a class action specialist who has experience with mortgage forbearances and foreclosures. We have been informed that home-owners who were enrolled in the COVID related mortgage forbearance scheme are now receiving Notices of Delinquency and threats of foreclosure.
Corporate Attorney with CA Tobacco Regulation Exp
Start up Company in Hollywood looking for ongoing corporate counsel with knowledge of the tobacco regulations in CA and LA
David M. Zeligs, Attorney at Law
Seeking an expert to appeal a real property tax reassessment by the LA County Assessor on Client's residence. Client's house in Long Beach was inherited from Client's parents and placed into a living trust in the name of Client and his late brother. County recently reassessed upon the death of his brother.
Family Law Attorney in Reno, NV
Child custody and support issue. Potential client in a potentially violent relationship seeks assistance with securing custody of two minor children and child support. Spanish speaking preferred.
Help Getting out of a Time Share, please
Client is getting harassed by management of a timeshare she bought in Newport, RI. She stopped paying and wants to get out of it. Is this work you do?
PR Consultant
Need a PR consultant for financial services group. Please email me at sherry.dewane@ubs.com.
Real Estate Appraisal (Winery)
Looking for a professional to appraise a parcel in Santa Rosa with a winery that was damaged in the Atlas Fire
SPAC Legal Expert
I have a client looking for an attorney with SPAC expertise, preferably local with medical industry experience.
Special Needs Advisor
Need someone who can help a family figure out what special needs benefits two children may be eligible for and second figure out how much money will be needed to maintain lifestyle in adulthood.
Texas Insurance Regulatory Expert Needed
I'm looking to locate another attorney or consultant with expertise with assisting a new company with licensing and regulatory compliance issues for a new auto insurance company in Texas.
Associate for Trust & Estate Litigation
San Diego estate planning boutique firm seeking mid-level litigation Associate with 5+ years of trust and estates litigation experience within California. Must be highly motivated, able to work independently and have strong cognitive, academic and writing skills. Position requires direct supervision and interaction with head of litigation, and management of junior attorney and staff. Entrepreneurial spirit a plus. Part-time remote work possible. Salary commensurate with experience.
Associate Position in Newport Beach Trust Lit/Admin Firm
The Gostanian Law Group, PC, is looking for an experienced Associate Attorney to join our office family. Must have minimum of 2 years of experience in litigation with strong writing and math skills, and a desire to learn about trusts/estates/probate/conservatorship. Ideal candidate will come from firm with experience in discovery, motions, court appearances, and trial. Must have strong work ethic, ability to think on his or her feet, compassion for our clients and desire for long term growth. Knowledge of wills and trusts are a plus. Competitive salary commensurate with experience.
Business Paralegal
Friendly Santa Ana law firm is seeking a Business Law Paralegal with a friendly, positive can do attitude. Minimum five years business lawtransactional experience. The paralegal will work directly with our business law attorneys and assist with formation and maintenance of business entities.
Director of Claims for an Innovative Healthcare Solutions Provider
Location: National Description: Our client is an innovative healthcare solutions provider dedicated to serving the agricultural community. They are seeking a highly motivated and strategic Director of Claims to oversee and guide all Claims Operations within their organization. https://www.thetreehousepartners.com/job-detail/?job_id=570
Director of Sales for a Boutique Management Consultancy
Area : Los Angeles/San Francisco/New York Description : Our client is a small boutique management consulting firm focused on driving behavior change and transformation for Fortune 500 and Global 1000 companies. Their CEO is a world-renowned speaker and personality who specializes in training and speaking engagements designed to inspire leaders of Fortune 500s, non-profits, and a variety of other great organizations. They have developed a proprietary executive team coaching offering and are seeking a full-time Director of Sales. https://www.thetreehousepartners.com/job-detail/?job_id=572
Director/VP of Digital Product for a D2C E-Commerce Kitchenware Company 
Area : National Description : Our client is a fast-growing and innovative D2C e-commerce kitchenware company. They are seeking an entrepreneurial-minded Director/VP of Digital Product to lead and oversee all aspects of the company's product pipeline. This person will work closely with the CEO and Head of Growth to meet product objectives. https://www.thetreehousepartners.com/job-detail/?job_id=573
Full Charge Bookkeeper
Full Charge Bookkeeper with Accrual Experience - South Pasadena A well-established full-service CPA firm is seeking a full charge bookkeeper for in-house bookkeeping for our clients. This is a full-time position with possible overtime. The ideal candidate will have strong bookkeeping and accounting knowledge as well as strong communication skills to interact with clients. Duties include: Direct client interaction Review bookkeeping, reconcile accounts, correct client original postings In-house bookkeeping from client records in QuickBooks, reconcile accounts
In House Counsel
A client of mine, a company in software and related industries, is looking to hire in house counsel with up to five years of litigation experience. Please send resumes to jspillane@spillaneplc.com.
Insurance Agent/Account Manager
Newer, quickly-growing independent insurance agency seeks an experienced account manager who also loves to sell. The ideal new team member thrives in a fast-paced environment, is capable of handling multiple tasks simultaneously and is motivated by a compensation schedule that rewards generously for high performance. Our referral network is strong, our close ratio is high and our clients stay. Our agency is personal lines focused with a client base that values relationships. At our agency the client experience is everything so you must be mindful, articulate and caring in everything you do.
Law Firm ISO Immigration Law Expertise
Our digitally-based firm is looking to add an immigration lawyer who might be interested in our virtual cloud-based law firm. We have 35 lawyers but we lack an immigration expert. We have a unique business model that may be of interest to lawyers who want more freedom to manage their own practice but want to have a solid firm behind them. Preferably someone in Texas. www.grablemartin.com
Legal secretary
Full time; family law knowledge
Logistics Specialist for Fitness Equipment Company
Fast growing fitness equipment company is looking to hire an operations and logistics specialist. Must have experience sourcing and managing logistics from China manufacturing partners.
Medical Directors/DVMs/Veterinarians
We are looking to fill several roles in start-up animal hospitals in Seattle area. See full listings here: https://www.pacificveterinarypartners.com/recruiting.
Outside Sales Representative (Entry Level) Opportunity!, Newburgh
Global sales organization is expanding into a few new domestic markets, and we need motivated sales professionals to help us do that. This great organization has been getting it done for 50+ years! Phenomenal training (90+ days of one on one, in the field, demonstration etc.), stellar benefits and tons of growth.
Outside Sales Representative (Entry Level) Opportunity!, Thousand Oaks
Global sales organization is expanding into a few new domestic markets, and we need motivated sales professionals to help us do that. This great organization has been getting it done for 50+ years! Phenomenal training (90+ days of one on one, in the field, demonstration etc.), stellar benefits and tons of growth.
Sales Representative - Bilingual (EN/ES) - Remote
This is a fully remote position. Moira Studios is seeking a self-motivated key contributor that loves to hunt and win. The ideal candidate is optimistic, upbeat, builds rapport, self-confident, is driven, understands buying motives (pain), and gets to decision makers. Responsibilities include cold-calling political firms, consumer brands, mission-based organizations and non-profit organizations; engaging key contacts and creating meaningful conversations; and setting up qualified appointments for creative staff to conduct deeper discovery.
Seeking Probate Attorney with 3+ Years Experience
Busy Estate Planning and Probate law firm has immediate opening for an experienced Attorney with a minimum of three years experience in Estate Planning, Probate, Trust Administration, Conservatorships, Elder Law, and/or Probate Litigation. Candidates must be able to manage their own case load, yet work as part of a team. Position requires a high-level of organizational skills, strong computer skills, strong writing skills, and attention to detail. Applicant must be motivated, organized, a quick learner, and able to communicate effectively and professionally.
Senior Tax Accountant
Take your accounting career to the next level. Experience working for a highly respected firm with more than five decades of service to thousands of devoted clients. Enjoy the freedom to grow in a collaborative environment where a remarkable legacy is cherished while input for an even brighter future is welcomed. Responsibilities Prepare and review federal and state returns for Partnerships, C Corporations, S Corporations and Individuals Deliver exceptional service to every client by applying invaluable insight and a commitment to improving the big picture
VP of Marketing for a Mission-Driven Edtech Company
Area : Los Angeles, CA Description : Our client is a mission-driven edtech company dedicated to supporting modern learning environments in schools. They work directly with school administrators, principals, teachers, and directors to curate and provide edtech products and solutions specific to each school's needs. They are seeking a VP of Marketing to help lead marketing strategy and execution for the company across all touchpoints. https://www.thetreehousepartners.com/job-detail/?job_id=571
Bond Needed
Need an inexpensive bond to secure a lien- release by California DMV for a clients car worth only $1000 per Kelly BB in order to sell it. Time is of the essence. Call me today 310-497-7212
Bookkeeping Franchise Opportunity (Home-Based)
BooXkeeping is offering home-based bookkeeping franchise for a reduced franchise fee of $14,995. Staffing solution for faster growth and full training is provided! A part-time opportunity is available. Looking for staying-home parents, active military spouses, serial entrepreneurs, E-2 Visa applicants, current bookkeepers, CPA's willing to own a bookkeeping firm. Visit https://www.BooXkeepingFranchise.com for more information. max@booxkeeping.com
Client looking for retail mall space in Los Angeles, Orange and San Diego Counties
My client is growing her retail business and is looking for space. She currently has eight locations in the following malls: Santa Anita, Glendale Galleria, Montclair, Ontario Mills, Montebello, Downey, Lakewood and Del Amo. She is currently negotiating with the Brea Mall.
Entrepreneur seeks introductions to angel investors (or network) for a new wine country inn project.
A colleague is seeking introductions to accredited investors, brokers and angel investor networks, particularly those interested in women-led and/or SF Bay Area projects. The Livermore Valley Wine Country Inn anticipated break ground in Spring 2021. https://www.livermorevalleywinecountryinn.com/about Contact Cameo Roberson for details/introduction.
Home Health Agency needed
My Client is looking to acquire a HHA in the Riverside County. Currently they are operating in LA County. Prefer no patients, with Provider and Certified.
Introduction to Marketing Directors of Food Delivery Apps (San Francisco and Los Angeles)
Songwriters of North America (SONA) is seeking introductions to marketing directors of app-based food delivery services. They are offering a promotional partnership for their 2021 annual Songwriter Summit, which will honor one of the top U.S. songwriters and media personalities. This virtual show will feature performances by marquee artists and will be attended by many prominent music industry people. This will be a unique opportunity for the right app to position themselves as the go-to delivery service for exceptionally active and loyal food delivery app users across the music business.
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
Looking for Comercial property owners intrested in selling.
Investigating on behalf of my client groups: property owners of retail, medical, or strip malls from Florida to Maine, ideally in Massachusetts. Additionally, seeking warehouse/industrial/manufacturing space from Boston to Worcester. Facilitator referrals offered. Qualified buyers, cash offers, expedited closings.
Mortgage Broker for UK property (NY, LA, CHI, NE)
I need a broker to partner with on a cash-out-refi using a UK f&c $2mm property and/or a bridge on a Bel Aire, CA property with existing 65 LTV worth $5mm+. Email asap at saywhynotllc@gmail.com or just call me. 310-497-7212

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