Vetted Finance & Accounting Professionals in the Los Angeles Metro

“Customer Success leader with deep ad tech expertise who owned enterprise accounts end-to-end, including Bank of America, driving ad fraud down from ~8–10% to <1% in ~3 months and resolving spikes through data-driven investigations. Experienced partnering cross-functionally as a PM to build analytics dashboards and using user stories to align Product/Engineering/Sales and influence roadmap priorities; also supports land-and-expand via paid benchmarking/industry data upsells.”

Aaron Cohen

Screened

Senior investment professional specializing in commercial real estate capital markets

Los Angeles, CA9y exp

“Real-estate-focused deal professional who built an AI-assisted off-market pipeline for Class A office acquisitions, generating proprietary access to deals from REITs and private equity shops. Also has hands-on startup exposure through LiveLids across fundraising, product development, testing, and athlete partnership outreach, plus a strong personal interest in identifying major technology shifts like generative AI early.”

Bryce Fehmel

Screened

Mid-level Financial Advisor specializing in professional and collegiate athletes

Westlake Village, CA7y exp

“Former Oregon State All-American and 2018 national champion pitcher who transitioned from infielder to becoming the second winningest pitcher in program history before being drafted by the San Francisco Giants in 2019. He has since moved into coaching and athlete representation, using firsthand experience across high school, Division I, and pro baseball to advise players and families on recruiting, development, NIL, and draft decisions while sourcing clients through a strong baseball network.”

“M&A business development and deal sourcing professional focused on founder/owner outreach for lower middle-market and middle-market transactions. Describes building proprietary high-volume outbound systems, using intent data and financial screening to identify profitable private companies, and cites generating 15+ qualified $3M+ EBITDA prospects that converted into clients, along with involvement in a $100M+ closed transaction.”

“Candidate appears to come from a financial planning/business development background and is strongest in outbound prospecting, relationship-based selling, and pipeline management. They described turning cold or initially unresponsive prospects into qualified opportunities and clients through tailored messaging, structured discovery, and disciplined follow-up.”

Ziyi Hu

Screened

Entry Correspondent Analyst specializing in mortgage capital allocation and portfolio risk analytics

Westlake, CA2y exp

“Mortgage/correspondent lending professional who supports sales and trading by using public origination datasets (NMLS ID, CoreLogic, Mortgage Metrix) to identify and qualify prospects, segment accounts by share-of-wallet and margin opportunity, and inform pricing strategy. Acts as a cross-functional connector—facilitating trade communications with clients and keeping account executives aligned with internal margin management changes.”

Sophia Kieffer

Screened

Senior Marketing & E-commerce Professional specializing in brand, social, and influencer strategy

Los Angeles, CA10y exp

“Growth-creative marketer focused on direct-response performance across Meta, TikTok, and YouTube, with hands-on experience building and iterating UGC ad systems. Led a creative shift for a skincare brand from polished studio content to benefit-led UGC, resulting in ~15–20% lower CPA and improved ROAS, and established the winning structure as the new baseline for future iterations.”