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MEMBER EXCHANGE

The Member Exchange

February 8, 2021

There are 16 advisor and 12+ job opportunities this week

Appraisal of Bonsai Trees for Charitable Contribution
I have a client who has donated approx 40 Bonsai trees to a major charitable organization in Southern Ca. The trees have an estimated value of $400k. The client needs an appraisal to claim the charitable deduction.
Attorney
Need a referral for an attorney in the Bethesda, MD area to handle a commercial litigation/breach of contract arbitration.
Audit/Review of start up company in MN
A Start-up company in St. Paul, Minnesota area needs an accounting firm to prepare a certified audit or review.
British Immigration Attorney
I am looking to refer a client who needs assistance obtaining dual US/UK citizenship for her US citizen spouse and child. I need an attorney who is versed in the residency/naturalization requirements for the UK.
Business attorney to structure LLC for airplane ownership
Seeking an attorney with experience in structuring an LLC to hold an aircraft that may be leased to a club. Please forward qualified referrals to jmilikowsky@milikowskytaxlaw.com
Business Broker for Upscale French Restaurant in Florida
Looking for business broker contacts that could help with the potential sale of an upscale French restaurant in a high-end market in Florida. With chef/owner continuity issues in play, discretionary expense normalization to consider, a wine collection, and underlying real estate at stake, looking for top notch industry experience and discretion. Please email me at brian@redwoodvaluation.com with any qualified contacts.
Club House Networking
If any Provisor members are on Club House, I am looking to co-moderate a room with the following topics: Commercial Real, Daily Habits/Rituals, Tips to make you better at business or life. Please contact me to discuss further. I am based in Los Angeles but Provisor member can be anywhere in the country.
Employment Attorney
An employment attorney in Virginia/ Washington D. C. needed. Please email tberges@spectrum-cpa.com.
Environmental Attorney - Northern California
We need an attorney who has successfully negotiated with CA Waterboards and prepared CLRRA agreements for a property with an environmental issue. Email greg@sequoiamortgage.com
Impact of Brexit on subcontracting with UK Citizen
Client wants to engage a British citizen as a subcontractor and not sure if there are any post-Brexit booby-traps to be aware of. Looking for someone with expertise to advise,
Looking for Estate Planning Attorney (SC)
Looking for Estate Planning Attorney in the Columbia South Carolina area
Looking for Financial Investigator in San Francisco Area
My firm is located in San Diego, but we do work in San Francisco. A client is looking for an investigator, either an attorney or forensic accountant, that specializes in investigating financial crimes/embezzlement. Please message me if your interested: lbesser@lbbklaw.com
Looking for Speaker to Present on Financial Scams on the Elderly
Looking for a contact to a Law Enforcement Agency who would give a presentation on Financial scams targeting seniors. Please contact Vickie Intriago at vintriago@cfiemail.com
Publisher of Acorn Newspaper
A client is looking for an introduction to the publishers of The Acorn Newspaper --they are Jim and Lisa Rule. Any leads would be appreciated. Thx.
Shuttered Venue Grant Expert
Client looking for someone conversant with shuttered venue grant applications.
UHNW Divorce Attorneys in Vermont
I am looking for referrals to Vermont-based divorce attorneys who deal with ultra high net worth clients. Please email referrals to: jgoldman@jkg-associates.com Thank you. Jody Goldman
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 SE will work closely with the District Sales Manager to execute account strategies and tactics. See link for more details: https://integressinc.com/account-sales-engineer-dallas-texas/
Administrative Support role (Retirement administration)
Looking for an energetic college graduate in Westlake Village to function in a Retirement Administrative Support role. The position requires strong writing and math skills, attention to detail, and a desire to learn. Working knowledge of the Microsoft suite of applications (Word and Excel) is needed. Responsibilities include on site mail/fax/call management for remote personnel, updating firm databases, creating reports, and assisting management. The position is expandable depending on the individual's qualifications. We offer competitive salary, commensurate with experience. Benefits provided
Attorney Billing Assistance Needed
Attorney needs assistance in preparation of monthly billing statements and record maintenance using Timeslips. Email please ads@asarverlaw.com
Business Operations & Finance Specialist
Sage Eldercare, a well-established Bay Area organization committed to the highest standards of compassionate care for seniors, is seeking a Business Operations & Finance Specialist with expertise in invoicing, accounts receivables and payroll processing. This role also assists with the day-to-day duties of our business office. Proficiency with vLookup and pivot tables will make you a top candidate.
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
Care Manager - San Francisco, CA
Sage Eldercare specializes in high touch, holistic, in-home dementia care. Our team of Care Managers implement high standards of care and provide creative solutions that address clients' physical, social, and emotional wellbeing. We?re growing our team and seek Care Managers with prior experience in adult mental health, who are highly organized, resourceful and excel at empathic communication. Preference for a Masters degree in one of the following: Gerontology, MSW, MFT, OT or Nursing. This position works from home with travel within San Francisco and northern San Mateo County.
CEO - Remote Position (San Francisco and Dallas)
Our client is an online marketplace specializing in end-of-life planning services and products. Their site is a one-stop shop for everything you and your family would need to successfully and easily plan the next steps after a loved one passes on. This includes planning the funeral to settling the estate and everything in-between. Their easy-to-use platform guides the consumer through the entire process making it easy and timely. Consumers will be able to compare prices and make informed decisions all in one place. They are currently seeking an experienced CEO to join their team.
Chief Financial Officer (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 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 Chief Financial Officer to join their team. This position will be a virtual/remote position with office access in the future.
Chief Operating Officer - Remote
Our client is a DTC activewear brand for the wellness-minded woman, creating the most revolutionary home workout leggings ever made by solving the greatest fit challenges with current brands and leading the way in social responsibility. Additionally, the CEO's greater vision is to not apply a percentage of revenues to addressing the greatest social inequities of the world and to inspire others to do the same.
Client Associate
The Fish Group, an experienced team of Financial Advisors @ Merrill Lynch, is looking for a new team member that shares our Values and is up to the challenge of managing our operations and client service as a Client Associate in Walnut Creek. Please contact douglas@douglasfish.com.
Cloud Infrastructure Systems Engineer
We are looking to bring on an exceptional Infrastructure Engineer who has built, managed, and deployed extensively on Amazon Web Services Infrastructure. We?ve grown our cloud environment substantially over the past 12 months and are looking for a strong Engineer that can help us deploy and manage our infrastructure in the cloud. See link for more details: https://integressinc.com/cloud-infrastructure-systems-engineer-in-orange-county/
Corporate/M&A Associate
Established 17-attorney AV rated Westlake Village firm seeks hard-working attorney for its corporate practice. Five to nine years' experience with corporate transactions, including mergers and acquisitions and other business transactions. Excellent academic credentials and significant experience with a prominent law firm required. Send resume and salary history in confidence to Nevers, Palazzo, Packard, Wildermuth & Wynner, PC, Attn: Christi Baker fax to: (818) 879-9680 or email: cbaker@npwlaw.com. No telephone inquiries please.
Director of Consulting
San Diego-based firm focusing on Exit Engineering services for small business owners. The role requires management of every facet of the consulting division, from business development to client management, work execution, and staff training and management. Our consulting division takes on C-Level consulting projects concentrated around the owner's exit. A business owners' exit can take many forms, and our consultants partner with owners to engineer their best path forward and ready their companies for a transition.
Director of Human Resources for a Distribution Company 
Area : Long Beach, CA Description : Our client is a distribution company with a nice culture, strong team of (mostly hourly) workers, and is seeking a Director of Human Resources to help lead and guide employee-oriented HR policies for the entire company while continuing to foster a positive workplace culture. They will be responsible for overseeing employee relations, employee communication, recruiting, and designing and implementing employee policies and procedures. https://www.thetreehousepartners.com/job-detail/?job_id=567
Director of Operations
We are seeking an experienced team member with a history of solving problems in a fast-pace manufacturing factory, who is organized, thorough and a team-oriented leader. Work with cross-functional groups to lead the organization to achieve rapid growth goals. This position will report directly to the President. See link for more details: https://integressinc.com/vice-president-operations-city-of-industry/
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/
Enterprise Escalation Engineer
This position is part of an integrated team of Support Services Engineers, Centralized Services, and Professional Services Engineers. The primary objective for this team member will be to resolve escalations while maintaining the highest level of customer satisfaction and service. See link for more details: https://integressinc.com/enterprise-escalation-engineer-san-bernardino/
IT Business Systems 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/
Joel Weinstein (Host CC3) [Seeking Writer for Biography]
Client plans to write a biography of his grandmother, and seeks writer to lead project. Please contact jweinstein@ggfirm.com with leads. Thank you.
Lawyer for Looking for Boston-Area Law Firm position in Food/Drug Law
I am writing on behalf of a 2016 law school graduate who is looking for a position with a Boston-area law firm in the field of food and drug law and regulation. This candidate has an impressive background, including work at PwC Management Consulting, Tufts Health Plan, a lecturer on food and drug product development and medical device regulation at Northeastern University, and her own consulting on FDA and international food and beverage regulations. Let me know if you are interested and I can make a connection.
Lead Care Coordinator - Care Management
Sage Eldercare Solutions is a well-established Bay Area eldercare organization committed to the highest standards of compassionate care for seniors. We are seeking a Lead Care Coordinator to work in close collaboration with the Care Management team. The Lead Care Coordinator supervises a small team and ensures that clients receive topnotch care, leading to optimal outcomes. This role combines coordination with strong administrative and operational skills.
Litigation Associate (LA)
Established 17-attorney AV rated Westlake Village firm seeks hard-working attorney for its litigation practice. Two to five years' experience with business, real estate and/or employment litigation. Excellent academic credentials and significant experience with a prominent law firm required. Send resume and salary history in confidence to Nevers, Palazzo, Packard, Wildermuth & Wynner, PC, Attn: Christi Baker fax to: (818) 879-9680 or email: cbaker@npwlaw.com. No telephone inquiries please.
Litigation Associate (SD)
Seeking a 2-5 litigation associate to assist with Firm's landlord/tenant practice (on behalf of Landlords) and general litigation work. Prefer someone with some UD experience, but overall need someone with some litigation experience.
Looking for an ERISA Partner!
HBL, an ERISA and employment compliance boutique firm, based in Atlanta, is looking for an ERISA Partner to join our team. HBL serves clients in the areas of executive compensation, health and welfare benefits, and retirement plans. With clients in 32 states, interested candidates need not relocate. HBL was named the fastest-growing, solo-owned law firm by the Law Firm 500 in 2018, 2019, and 2020. Interested candidates should email: athall@hallbenefitslaw.com
Operations Executive - Pet Products
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, has created a unique line of pet products, with future products and services coming on board very soon. The company is one of the fastest growing pet industry companies in the country and is about to do its Series A which will fuel even faster g
Operations Manager Seeking Full-Time Employment or Operations Manager Seeking FTE
Amy is a make-it-happen operations & people mgr. w/ impeccable relationship skills & the resilience to thrive in demanding & resource-constrained environments. Expertise includes coaching direct & indirect reports & designing operational process improvements while focusing on business needs. Able to learn, assess, & implement new processes, training, & systems w/ speed & accuracy. Enjoys helping others succeed by empowering them w/ solutions to achieve goals. Also skilled in: onboarding, entrepreneur coaching, project management, & InforCRM. 805-791-3062 or amy@amyalonso.net
Part-time Associate
Looking for a part-time associate with 2-4 years experience in litigation and/or land use, excellent analytical ability, excellent writing ability. Assuming the engagement works out, there are possibilities of expanding to full-time employment.
Part-time Director of Marketing
FRETZIN is expanding. Need a 20 hours/wk marketing director to drive my social media, newsletter, website, and podcast success. $20-$30/hr. to start.
Per-Diem Contractor-GAAP Auditor/CPA, REMOTE WORKING
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.
Plant Manager
This leader, Production Manager, will have overall responsibility for production operations, with the shift leaders (supervisors) reporting to this position. This position will work closely with Supply Chain, R&D & QA to fulfill customer orders and exceed customer expectations. The expended role of Plant Manager will include responsibility for the operation of the site, all of its employees, and the business disciplines operating at the site. See link for more details: https://integressinc.com/plant-manager-los-angeles/
Real Estate Associate
Established 17-attorney AV rated Westlake Village firm seeks hard-working attorney for its real estate practice. Two to five years' experience with acquisition, leasing and finance transactions. Excellent academic credentials and significant experience with a prominent law firm required. Send resume and salary history in confidence to Nevers, Palazzo, Packard, Wildermuth & Wynner, PC, Attn: Christi Baker fax to: (818) 879-9680 or email: cbaker@npwlaw.com. No telephone inquiries please.
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 Engineer
This position is responsible for the field sales of Company's Sensor Products. This is a sales role for a defined territory and/or set of end users, partners, and OEM's. While the primary focus is on sensor opportunities, the sensor sales engineer, through his/her activities should generate vision funnel for the account manager when the vision sensor product will not solve the application. See link for more details: https://integressinc.com/sales-engineer-in-dallas-texas/
Senior Sales Representative - Data Broker (New York and Dallas)
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 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/
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/
Vice President, Biology - Remote
Our client's mission is to systematically map and discover high-value, high-impact medicines inspired by nature to transform human health. Working at the molecular level requires breakthrough knowledge-assembly, machine learning, and metabolomics technologies developed by their core team. In the industry, understanding the medicinal value of natural substances has led to serendipitous successes like aspirin and quinine, and more recently CBD and ibogaine. However, no platform has existed for the consistent, deterministic discovery of these paradigm-shifting compounds - until now. Spread across
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 Operations
The Vice President, Operations directs and coordinates activities of the Engineering, Fabrication, Integration, Material Control, and Scheduling departments, and assists the CEO and Executive team in developing and administering the company's policies. See link for more details: https://integressinc.com/vice-president-operations-cerritos/

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