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MEMBER EXCHANGE

The Member Exchange

November 1, 2021

There are 24 advisor, 2 business opportunities and 12+ job opportunities this week
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40 Acres in Homer Glen to be Developed
My client has 40 acres of farmland near West Chicago Bloomingdale Trail and Meader Rd. Seeking commercial broker to list for sale. Respond via e-mail only, please.
Advice re: selling shelf-stable food products from CA to Canada
My client sends shelf-stable food products within the US. She would like to expand to Canada but needs some advise on how it is done and whether it is feasible. Please email me - gcbonifacino@mcmillanmetro.com
Art Appraisal in Chicago Area
A client of mine is in need of an art appraiser in the Chicago area. He has a few pieces of art that he would like appraised for insurance valuation purposes. Please contact me if this is something you do or you can refer someone to me for my client. Thank you.
CA Prop 65 Defense
Looking for attorney well-versed in defense of claims under California Prop 65. Client received violation notice and needs advice on how best to address.
Charlotte estate attorney
My client seeks an attorney ideally located in Charlotte, or licensed in North Carolina if elsewhere, for trust and estate services.
Cincinnati Commercial Real Estate Broker
One of my clients is expending and looking to purchase a small commercial building in Cincinnati. Seeing an introduction to a local broker knowledgeable of the area and specializing in small commercial sales. Introductions to joshua@hireretention.com
Commercial Lender
I have a commercial loan not that biggest. looking for a specialist to refi. please contact me directly. thank you
CPA and Estate Planner Needed - New York, NY
Wealth Management client lives in NY and needs an Estate Planner for a simple Estate. High Income earners with significant wealth expected from extended family, so complexity will significantly increase over time.
CPA and Estate Planner Needed in Raleigh Durham, NC
Wealth Management client is moving from New York to Raleigh Durham. Need competent Estate Planner and CPA. Simple Estate currently but high income earner so more complexity in the future.
E-Commerce Store Advisor
We are looking for someone to review our Shopify e-commerce store and our processes and procedures to see how we can become more profitable, grow our customer base and improve our over business model. Please contact Michael at mgnesin@kelleherholland.com.
Estate Attorney Needed
Looking for an attorney in the Cobb and Douglas county areas that prepares estate documents such as wills, POA's, and trusts.
Estate Planning Attorney
Looking for estate planning attorney for young family in Boulder, CO. 8mm net worth.
Family Law Attorney in Missouri
Searching fo a Family Lawyer in Missouri. This concerns a school based in Thayer, MO and a family based in Orange County, California.
Finance/SEC Attorney familiar with "Howey Test"
My client needs the services of a Finance/SEC attorney familiar with the ?Howey Test.? Client is starting a new company and needs to know if the product will fall under US securities law. Please send email with contact info to: paul@velascolawgroup.com
Florida Real Estate Attorney Needed
A bank client is needing to take a deed of trust and SNDA on a Florida property. Any referrals to a Florida real estate attorney who could help with this would be greatly appreciated.
Health Insurance Broker in Raleigh, NC Area (for Medicare plans)
Client just moved outside of Raleigh, NC. Looking for a health insurance broker in the area who can advise on Medicare supplement plans available to her. Thanks in advance.
International CPA Needed
My attorney client operates an international patent office in the U.K., Europe and the U.S. He needs tax guidance and is looking for an accountant who understands international tax law and works with clients that make less than a million a year.
Investment Advisor for Endowment in Metrowest
A small non profit in Metrowest area of Boston is looking for an investment advisor to manage $250k.
IT Consultant
I have a client who runs a gym-like facility which offers various programs that are each supported by specialized software for registration and payment. They are looking to change/optimize the software structure and need a consultant who can do a comprehensive review and recommendation.
Plaintiff Residential Mold Attorney - So Cal
Can anyone recommend a plaintiff's attorney that handles residential mold claims -- client is located in Montrose, CA, which is near La Canada. Thanks! Kevin Brody
Prop 65 Defense Counsel
I am looking for a law firm experienced in defending alleged Prop 65 violations.
Salinas Estate Planning Attorney
Got a financial advisor who is looking for an estate attorney in Monterey County, CA for a $2M net worth client. Preferably someone who speaks Tagalog. Please send any recommendations to Mark Porter - park.a.porter@ampf.com. Thanks in advance for your responses!
Sherman ME real estate attorney
I am looking for an attorney who can represent a buyer in purchasing 90 acres of land in Sherman, Aroostook County, Maine.
Utah Real Estate Transaction Attorney
One of my lender clients needs to secure a commercial line of credit with residential property in Utah.
Administrative Assistance to Financial Planner
Administrative/Client Service support for two Financial Planners. Enjoy providing an exceptional service to clients, making sure they are taken care of.
Associate Attorney
Klein & Wilson, a top business trial law firm in Orange County, seeks an attorney to join our team. The firm offers a high level of training found nowhere else and offers equity partnership to lawyers who show their commitment to the firm. The ideal candidate has over 3 years of litigation experience, enjoys learning and has a sincere desire to become a top trial lawyer.
Attorney - Insurance Coverage
We are seeking qualified candidates to apply for an associate attorney position in our client's Insurance Coverage Group (Buffalo office). The position is for attorneys admitted for three to five years with substantial experience in insurance coverage. If you want to work in a collaborative and rewarding environment where the firm highly values its team members, please contact Jenna La Francois at jenna@expertiseinresults.com.
Attorney - Insurance Defense
We seek qualified candidates to apply for an associate attorney position in our clien's Insurance Defense Group (Buffalo or Syracuse office). The position is for attorneys admitted for two to five years with substantial experience in insurance defense. If you want to work in a collaborative and rewarding environment where the firm highly values its team members, this is a great opportunity for you. If you are smart, energetic, and are looking for a career more than just a position, we'd love to tell you more about the firm. Please contact Jenna La Francois at jenna@expertiseinresults.com.
Client Associate / Executive Assistant Needed in San Diego
Fortune 100 company looking for Assistant/Client Associate/Executive Assistant for Elite Wealth Management Groups. Multiple locations/positions available, including Rancho Santa Fe, Downtown San Diego, La Jolla, and others. Great/Full benefits, good pay, great working environment, opportunities to advance.
Client Service Associate/Service Coordinator
Are you a bright professional with experience working in a 401(k) or a retirement plan-based firm? Are you organized and able to work independently while functioning as a financial advisor?s right hand? Do you have exceptional attention to detail and an ability to complete error-free work? Do you enjoy assisting clients while providing exceptional service? If you or someone you know may be interested in this role contact melissa@mwm-401k.com.
Cloud Full-Stack Developer - Back-End Lead
Utilize full-stack engineering skills to Design develop Web Applications based on REST APIs and/or GraphQL using Node JS, Java, or Golang on AWS. Develop various software systems to launch new products, for mining and discovering Business insights. Work across various teams and functions (Engineering, Product, Marketing) on new initiatives. Full-stack application development with a focus on MERN stack with React and Node. Cloud native Platform Architecture, Design and Development. See link for more details: https://integressinc.com/job/cloud-full-stack-developer-back-end-lead-los-angeles-ca/
Cloud-Full-Stack-Developer - Front-End Lead
Utilize full-stack engineering skills to develop front end applications using HTML5/CSS3/JavaScript, various web frameworks, NodeJS, Python, Golang. Design and Develop new Web Applications, for mining and discovering Business insights. Work across various teams and functions (Engineering, Product, Marketing) on new initiatives. Cloud Native Platform Design and Development. Create and review technical design specifications, diagrams, wireframes for new Web Portal. See link for more details: https://integressinc.com/job/cloud-full-stack-developer-front-end-lead-los-angeles-ca/
Controller - Nonprofit, Human Services
I am actively searching for a Controller with with nonprofit experience. The ideal candidate will come from the Health/Human Services sector. Our client has offices in both Washington and New York. The executive hired can be based in either location. Please contact me directly with referrals, networking connections or personal interest. Murray Lee, mlee@klrsearchgroup.com; P: 617.236.8098
Controller - Nonprofit, Human Services
I am actively searching for a Controller with with nonprofit experience. The ideal candidate will come from the Health/Human Services sector. Our client has offices in both Washington and New York. The executive hired can be based in either location. Please contact me directly with referrals, networking connections or personal interest. Murray Lee, mlee@klrsearchgroup.com; P: 617.236.8098
DC: Succession Planning Opportunity at DC Boutique for Senior Corporate/Real Estate Attorney
A client is searching for a Corporate/Real Estate transactions and finance lawyer with 10+ years of experience (up to 18 or more depending on the candidate) to work across the table from the nation,s top firms. Firm offers sophisticated work in a super collegial environment. The need exists because a lawyer is relocating at the end of the year and gave several months of notice. Comp is competitive and benefits are excellent.
Fractional CFO jobs
A Boston-based consulting firm, is looking to add Fractional CFOs to its team. The CFOs can be located in MA or throughout the country, as the firm has engagements nationwide and a large portion of engagements are primarily remote.
In-house: Three Similar In-house Searches in the DC Area
3 clients looking for corporate generalist-different levels of seniority. Competitive comp w/advancement. Counsel business units, draft & negotiate contracts, mange outside counsel. Work includes development and finance, sales, shipping, construction, environmental, and other types of contracts. Each client is looking for team members who can help them maintain an energetic and solution-oriented culture. This is a significant opportunity to take ownership of and influence the direction of a significant global company. Experience in energy and/or renewable energy is desired, but not essential.
Investment Analyst
Morton Capital (RIA formed in 1981 with over $2.3 billion AUM) is looking to add an investment analyst to our team. Primary responsibilities include alternative investment initial due diligence and monitoring as well as team and client communications. Ideal key attributes include a more skeptical mindset, focus on identifying risks and solving for potential downside concerns, strong analytical and technology skills and enthusiastic curiosity. Our investment approach is distinctly not "Wall Street" as our investment philosophy focuses on risk management, true diversification and cash flow.
Investment Associate
College Hill Capital Partners is seeking an individual to support all aspects of the firm?s investment origination, evaluation, execution, and management activities. Responsibilities include financial analysis, industry research, and preparing investment and marketing presentations. CHCP encourages qualified candidates that desire to join a growing entrepreneurial private equity firm to send a resume and cover letter to: chcp@collegehillcapital.com. For more information, please contact Lorn Davis at ldavis@collegehillcapital.com.
Litigation Associate
Seeking litigation associate with 3+ years of experience. Responsibilities include motion practice, discovery, depositions, and court appearances. Prior employment litigation experience is a plus.
Looking for Property Management Firm with Resident Manager
Hi All, I have a client looking for a residential property management firm in Los Angeles who also has in-house resident managers that can live inside larger buildings and help manage/operate them. A Spanish speaking resident manager with some experience is preferred.
Looking to Add Excellent Attorneys to our Team
Gibbs Giden LLP (West LA, Westlake, Irvine, San Jose, Vegas) is looking to add one or two excellent lawyers to our law firm family. A modest portable book of business is preferred in complementary practice areas: Real Estate, Business, Construction, Employment, Corporate, HOA, Tax, Estate Planning, Land Use, Environmental, etc.
Principal IT Engineer, ERP
The Principal IT Engineer, ERP is responsible for all aspects of Dynamics 365 F&O (platform) within our organization, which includes the implementation, adoption, day-to-day operation, and optimization of the platform. See link for more details: https://integressinc.com/job/principal-it-engineer-erp-tustin-ca/https://integressinc.com/job/principal-it-engineer-erp-tustin-ca/
Senior Trust Administration & Estate Planning Paralegal - Long Beach
Looking for a seasoned professional who is focused on continuing and further cultivating their career as a trust administration and estate planning paralegal. You are looking for an opportunity to thrive in an environment that values integrity, uncompromised quality, and exceptional service. Kaiser Law Group (KLG) is a dynamic estate and legacy planning law firm in Long Beach with a unique focus on serving clients through long-term relationships under our Legacy Program. Learn More & Apply at https://kaiserlg.com/opening
Looking for Insurance Broker (P&C and Benefits) to Purchase
I have a medium/large Insurance Broker client who looking to expand his retail business by acquiring a Benefits or P&C shop. Contact me at smoore@salesxceleration.com
Specialty Envelope and Printing Business for Sale
Well-established and highly regarded 38 year old speciality envelope and printing company looking for someone else to take over though a sale or partnership agreement. Located in San Diego, but ideal to relocate to larger/strategic metro area. Interested in offers for purchase or partnership. Current owner is retiring.

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