Vetted Finance & Accounting Professionals in the Los Angeles Metro

Lucy Dickerman

Screened

Mid-level Investment Analyst specializing in credit research and strategic credit

Los Angeles, CA4y exp

“Generalist investment professional from Oaktree Capital with experience evaluating public and private credit opportunities, building financial models, and leading diligence processes. Stands out for creating a team-wide monitoring initiative across 500+ single-B issuers using Bloomberg data to help deploy idle cash, improve diversification, and support returns.”

“Finance candidate with experience across Rothschild and Glasswing Ventures, focused on sourcing and qualifying founders/operators for M&A and venture opportunities. Has run high-volume, thesis-driven outbound (50–100/wk), built non-obvious buyer/partner angles in a lean automotive tech sell-side, and helped nurture a multi-month acquisition process (ContextLogic acquiring US Salt) by owning modeling and investor materials while leading discussions.”

“Early-stage venture investor/operator profile with experience at Wedbush Ventures, focused on sourcing and qualifying founders through thesis-led outbound. Stands out for combining deep market research with proactive relationship building, including sourcing AI and commerce infrastructure opportunities that advanced into pipeline and investment committee discussions.”

“Private banker and wealth-focused business developer with experience at BofA and CNB, combining referral-driven growth with targeted outreach to ultra-high-net-worth clients. They describe consistently outperforming goals, moving wealthy clients across firms, and contributing to a top-ranked team that brought in $5MM in new money and funded $20MM in loans.”

“Restructuring and deal-origination professional with FTI experience who applies distressed-investing rigor to founder sourcing and early-stage evaluation. Stands out for turning signal-based outbound into real opportunities, including sourcing and nurturing the Spirit Airlines relationship over roughly two years into one of the firm's largest bankruptcy engagements, while also bringing venture studio exposure to early consumer concept testing.”

“Investor/operator-style candidate with investment banking rigor who sources founders through both a 100+ person operator/investor network and internet-driven outbound workflows. They appear strongest in early-stage company sourcing and screening, with examples spanning AI infrastructure, travel tech, construction finance software, and media tech relationships that turned into real pipeline opportunities.”

“Programmatic media specialist who owned a $50K+/month Trade Desk DSP account for Disney movie/TV launches, leveraging PMPs and rigorous testing across audiences, deals, and creative formats. Drove 5–10% week-over-week gains in video completion rate while maintaining strict brand-safety standards, and has experience leading a team of traders and translating complex performance tradeoffs into client-ready action plans.”

“Data engineer with a Master's in Data Science who has owned 30+ customer-facing K-12 SIS migrations end-to-end, building ETL, validation, and SOP-driven deployment processes in a PII-sensitive environment. Also brings recent hands-on agentic AI experience from a biotech capstone, where they led a production-oriented NLP-to-SQL + RAG support system that handled about 30% of support queries in testing.”

“Fixed-income investing professional who applies a sourcing-funnel mindset to broker and counterparty coverage, with hands-on experience sourcing and screening non-TLAC FRN opportunities. Stands out for turning consistent relationship management, clear investment criteria, and fast feedback loops into real pipeline and capital allocation outcomes, even without direct founder-call experience.”

“Forensic accountant specializing in divorce and family law litigation who builds rigorous information-gathering and document-tracking processes in complex, confidential cases. Also a current co-founder/CFO working on company formation and legal structuring, with demonstrated market judgment through an early Rocket Lab investment that grew roughly 1500%.”

“Venture/accelerator-style investor operator with hands-on experience sourcing founders via LinkedIn and events, running screening calls, and moving qualified startups into diligence. Uses AI and startup databases (Claude, Perplexity, Product Hunt, Crunchbase) alongside Salesforce/HubSpot to manage a fast-moving pipeline, targeting 100–200 outbounds per week and converting into regular founder conversations.”