THE
MEMBER EXCHANGE

The Member Exchange

September 20, 2021

There are 18 advisor, 1 business and 12+ job opportunities this week
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Attorney
A client/friend needs a "tough/bulldog" attorney who specializes in conservatorships for special needs children. She has continuing disputes and legal issues with her ex-spouse regarding their autistic child.
CPA & Estate Attorney contacts needed
I have a partner who needs a CPA, as well as an Estate Attorney, for his client. Please contact me so I can connect.
CPA- Tax Prep needed
I have client in Reading, Ma. who needs assistance with tax preparation. I would appreciate any recommendations.
Criminal / Traffic Attorney Needed
Looking for a criminal/traffic attorney in NYC.
DEI Consultant Needed for Denver based client
I have a client in need of a Diversity, Equity and Inclusion Consultant. Looking for someone who specializes in this topic.
Disability Attorney Needed
Need an attorney versed in the state disability program for a friend who is severely diabetic and has other health issues.
Executive Head-Hunter Needed
Looking for a Head-Hunter to help a C-Level Executive in California find a new career opportunity
Feasibility Study on MEP for 403(b)s
A friend is looking for someone to do a feasibility study on whether developing a multi-employer plan (MEP) for 403(b)s will work for her association that provides services to non-profits. Please email me if you have contacts. Anywhere in the US will work.
Investor Relations Advisor Needed for OTC Listed Company
CEO of OTCBB listed company seeks outside IR counsel. Must be familiar with SEC and OTCBB reporting requirements. This role is remote. For more information, please contact Megan Malanga at 917-599-8230 or mmalanga@focalpointcoaching.com
Movie Theater Business / expert witness
Expert needed in matter involving movie theater business
Need Business Plan Writer
A colleague and I are developing a potential joint venture to provide workforce solutions. We need someone who can write a business plan. Please email me with referrals. Thanks!
Need Estate Planning attorney in Alabama
I have a partner who needs an Estate Planning attorney in Alabama. More specifically, Mobile.
NH Family/Criminal Law Attorney
In need of an attorney who can represent a wife relative to a domestic dispute which has resulted in a Stay Away Order being issued against the husband with an arraignment * scheduled for this Thursday. The location is about 1 hour north of Conway.
Private Investigator Needed
I need to retain a top notch private investigator to surveil and videotape an individual who resides in MA (North Shore) and also in Southwestern Maine. Please mail any recommendations to me at: valerie.samuels@arentfox.com Thanks. Val
Pro Bono Lawyer needed
45 year old San Francisco non-profit needs to have their By Laws updated. BDSM-centric, Discord server liability, outdated Policies and Procedures; we need advice, counsel, and preferably someone who is also a part of the Leather and LGBTQ community for understanding.
Translation Service
I am looking for someone that can translate a document from English to Mongolian. Thanks!
USDA Organic Farming Certification Advisor Needed
An agriculture company is looking for an advisor who can assist with the USDA organic certification process so that it can sell its products in the US market. Please reach out to me directly for details at sarita@griit.org (310) 912-7950.
WeHOPE LA Advisory Board
We are in the homeless space providing mobile hygiene services. We are coming to LA and forming an advisory board. www.WeHOPE.org
5-10 Year CPA / Growth Potential
Looking for a CPA with 5-10 years experience for a local CPA/Business Management firm who knows accounting and tax. LaCerte knowledge helpful. Partnership potential. MUST be a team player. Casual office in Burbank. Please email me at paul@epbcpa.com with your response and resume. Please add a personal response so I can get a feel for you along with reading your resume. Looking for a passionate person, not a robot. Thanks Paul
Benefits Advisor
Seeking licensed or unlicensed individuals to join my team. We bring insurance to businesses throughout southern California. Our focus is customer centered and the day-to-day requires an individual who is comfortable speaking to business owners of both small and large companies. Online and field training is available for those with little or no experience. Please email me for details.
Bookkeeper- P/T
Have an architectural client who is looking for a part-time bookkeeper who is familiar with Deltek Ajera software. They had the same bookkeeper for 30 years! Office is located in the San Francisco East Bay, however, this position can be filled remotely. Please reach out to me directly with any interest or introductions: Allison@coppiaadvisory or 925-876-3161. Thank you
Burke Family Law seeks junior to mid-level associate
Burke Family Law, a San Francisco family law firm serving the nine Bay Area counties, seeks a two- to five-year family law associate. To join our three-attorney practice, you should be a strong writer, a compassionate advocate, and a confident negotiator. We offer a competitive salary, 401(k), medical/dental/vision benefits, and a team-oriented environment. The position is in our downtown San Francisco office, though remote work one day a week is available if desired.
Business Valuation Analyst / Appraiser
Exit Strategies has senior and entry level openings for business valuation professionals in California and Portland, Oregon. Our senior appraisers handle entire valuation projects, from engagement letter to completed report. Must have business management experience, an excellent understanding of financial statements, and good Excel and writing skills. Need to be outgoing, naturally curious, analytical, detail oriented, responsible and organized. CPA's and M&A professionals willing to learn business valuation welcomed.
CFO
Private Equity client spinning out a B-2B firm serving the Media industry. Challenge will be to build out a CFO's team and all procedures. Work with CEO, Board, team to build biz from $10 to $30 mm in revenue over next three years. Competitive comp and attractive equity payout potential ($1-2mm). B-2-B experience and CPA preferred, not required.
Client Service Manager (West Coast)
Work closely with our Private Wealth Advisors to ensure the financial needs of our Ellevest clients are met. This role is on the front lines of client experience and is an opportunity for you to join a team at an early stage where you will support our clients, identify areas of improvement, and implement effective solutions to help us scale.
Controller
Client company has vacancy for financial controller in a dynamic sales/service business overseeing all aspects of financial reporting, budgeting, general ledger, A/P, A/R, human resource administration, and supervision of accounting/administrative staff.
DC-Registered Client Service Associate-Morgan Stanley
Link to job description: https://ms.taleo.net/careersection/2/jobdetail.ftl?job=3183607&lang=en Please email: morgan@provisors.reality2.com if you're interested or know someone who would be a great fit.
Director of Public Works
The Town of Nantucket, Massachusetts has an immediate opening for the position of Director of Public Works. Salary is commensurate with experience, residency required. The position is responsible for the administrative and technical management of a major department of the Town.
Director, Creative Content
The executive recruiting firm of Saenger Associates has been exclusively retained to conduct a search for a senior level Director of Creative Content for a specialty retailer. Our client has a 40+ year reputation for stylish and functional products, excellent customer service, and most importantly, cutting edge, sophisticated advertising. The job location is the in the greater Los Angeles area. Email your resume in strictest confidence to qjzmr1fsmeiek5wz84rmtjz3eh@crelate.net
Diversity and Inclusion Director
We are conducting a search for a Diversity and Inclusion Director for a prestigious Southern California non-profit agency. Our client is a long-time leader and provider of services, care and education with an operational budget in excess of $100M. They are committed to strengthening children, families, and the community. Please email resume to9d8a3s16seo3iu57yqrji6zc1c@crelate.net
Experienced Project Manager needed
Rapid growing Home Care Org seeks FT experienced project manager for new business line launch with evolution to operational leadership role. The right person is organized with history of running/organizing multiple projects and keeping change initiatives on track in fast-paced start-up environments. Excellent communication and follow-up skills, including ability to communicate effectively with tech partners. Clarifying and updating requirements and keeping all depts aligned, on-track and accountable for results. High EQ and ability to challenge senior leaders effectively is essential. Experi
General Manager
We are looking for a General Manager for an operating division of a successful, profitable company based in Europe. Our client is UK based and less than 20 years old. They are well financed and postured for aggressive global growth. They have more than 10 operating divisions in this precision engineering and metal treatment sector. Please email your resume to: bsbyh1969bmdx9ncqmwp3yxtzw@crelate.net
General Manager
Our client, a long-standing full-service alarm company is hiring a General Manager to manage its growing business with commercial and residential customers servicing Eastern Massachusetts to provide hands-on management of the company.
Investigators Wanted, join our Team!
Prodigy Investigations, a Fraud Fighters, Inc. company, since 1977, is looking for investigators to join the team. Prodigy Investigations has provided corporate and claims investigative solutions for hundreds of Fortune 500 companies and is licensed to investigate in 43 states and countries, including Mexico, and Panama with licenses pending (Louisiana et. al.) in most of the remaining states. Want to join the team, e-mail edhorton@factsnotfiction.com
Litigation Attorney - 4+ Year's Experience
San Diego securities, finance and business litigation/transaction firm with national practice seeks sharp, litigation attorney with 4+ years litigation/arbitration experience. Must have proven experience litigating in California state and federal courts. Knowledge of FINRA, financial services, labor law, or complex business transactions and disputes very helpful.
Litigation/Legal Assistant Needed - El Segundo, CA
We are searching for an experienced litigation assistant to work with us full-time in El Segundo. We are looking for an enthusiastic, flexible, organized, detail-oriented team player. Our new legal assistant can operate well in a fast-paced, ever-changing environment. Principal responsibilities include but are not limited to: all aspects of litigation support, preparing and filing documents in court; e-Filings; document management, etc. We provide great benefits, a collegial atmosphere, and a salary commensurate with experience. We also have a mandatory Covid-19 vaccination policy.
Office Administrative Support- PT+
Architectural client in the SF East Bay is looking for a responsible, self-starter with strong verbal and written communication skills. Assist the project team with contract documentation, correspondence, client support, project admin tracking in Ajera software, office operations, insurance renewals, general administration and staff support. Thanks for reaching out to me directly with any interest or introductions: Allison@Coppiaadvisory.com or 925-876-3161.
Outside Sales Rep for San Francisco Compounding Pharmacy
Koshland Pharm is a specialized pharmacy in San Francisco that works closely with doctors to formulate customized medications for patients. Seeking a full time rep w/ a salary of $80-90K to build relationships with physicians and communicate the offerings of the pharmacy. More info and apply here: https://www.linkedin.com/jobs/view/2668899031/
PT ADMIN ASST/PARALEGAL LAW OFFICE
Admin Asst/Paralegal skill set for Novato CA office of a small national law firm (35 attorneys, 7 offices) which is ranked Top Tier by US News World Report. About 20 hours per week, very flexible schedule. Perfect for the right person with right skills for handling calendar of a Managing Partner, electronic document filing and organization in the firm's system, and being part of our firm's family.
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. The SE will be responsible for meeting or exceeding a defined quota at assigned or newly found accounts and expanding our base of business. Additional tasks will be assigned as needed by the manager. See link for more details: https://integressinc.com/job/sales-engineer-cincinnati-oh/
Transportation Logistics (PMP)
Seeking a transportation logistics company to support a potential contract in the Washington DC metropolitan area. Experience (Bus/metro) master scheduling.

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