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Vetted Finance & Accounting Professionals in New York
Pre-screened and vetted in New York.
Junior Retail Banker specializing in customer financial services and branch operations
Conor Murray
Junior Investment Analyst specializing in private credit, asset-based lending, and IP finance
“Investment analyst at early-stage Owlpoint Capital Management who owned ~50% of the firm’s business development function, sourcing 20–30 IP-rich deals (~nine figures in volume) and moving opportunities through NDA and early transaction stages. Built the outbound motion and HubSpot CRM process from scratch, and used AI/LLMs for outreach drafting, company research, and synthesizing Chapter 7 PACER filings for senior management.”
Avi Gottlieb
Mid-level Funding & Business Development professional specializing in SMB finance and SaaS sales
“Sales/BD professional from startup environment (Gigaspaces) who personally owned outbound motions and built multi-step, multi-channel sequences that produced record-breaking quality meetings. Uses LinkedIn Sales Navigator for targeted prospect research, prioritizes C-level decision makers, and applies A/B testing plus AI/automation to scale and improve messaging performance.”
Mid-level Real Estate Development & Finance professional specializing in underwriting and project delivery
Mid-level Business Development & Sales Professional in Banking and Retail
Junior Financial Services Representative specializing in client relations and financial analysis