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Vetted Finance & Accounting Professionals in the NYC Metro
Pre-screened and vetted in the NYC Metro.
Alexandra Esparza
Executive Investment Banking & Capital Markets Leader specializing in TMT and Digital Health
“Private-capital-focused investment banker (former sports/health-tech banker) building a two-sided wellness coaching marketplace plus SaaS platform to help coaches run their businesses and consumers discover/vet/book non-regulated wellness modalities. Has an MVP, landing page, and waitlist, and is running a data-driven traction plan (ads, surveys, alpha testing, Discord/Reddit) before pursuing fundraising channels.”
Director of Risk & Control Management specializing in financial services governance and regulatory remediation
Junior Investment Analyst specializing in private markets (PE/VC) and fund due diligence
Davidson Wan
Senior Investment Analyst specializing in long/short equity and fundamental research
“Cross-functional operator with experience coordinating a medical device build across functions and time zones, emphasizing executive alignment and decision sign-off. Has also standardized customer-site product deployment processes and streamlined investment screening/reporting using Bloomberg and Excel automation to enable faster executive decision-making.”
Director-level AI/ML Technology Leader specializing in healthcare and life sciences
Senior investment banking associate specializing in technology, media and telecommunications
Mid-level investment banking analyst specializing in capital solutions and structured finance
Senior Corporate Finance leader specializing in IPOs, strategic planning, and financial modeling
Senior M&A and integration consultant specializing in carve-outs and value creation
Mid-level private equity associate specializing in secondaries and co-investments
Mid-level Structured Finance Structuring AVP specializing in catastrophe bonds
Director-level pricing and finance leader specializing in commercial strategy and analytics
Ashby Jain
Junior Investment Banking Analyst specializing in Healthcare
“Early-stage/venture-oriented operator with sourcing instincts shaped at Entrepreneurs Roundtable Accelerator (embedded with 12 startups) and a systematic execution style from Citi investment banking. Proactively builds founder relationships by leading with actionable insights—especially in health tech/healthcare analytics (e.g., CMS reimbursement shifts)—and runs disciplined pipelines with clear next steps and partner-ready updates.”
Mid-level investment professional specializing in healthcare venture capital and technology banking
James Conroy
Director of Private Capital Markets specializing in private secondary liquidity transactions
“Private-capital/ECM professional (CFA charterholder) who moved into Carta’s private capital space and built data-driven reporting and pipeline systems. Led a cross-functional effort to productize an internal tender offer seller model into a self-serve report to scale capacity and support GTM, while maintaining executive alignment and rigorous discretion with sensitive financial data.”
Benji Gross
Mid-level investment professional specializing in climate tech and technology investing
“Founder-turned-investor with a rare blend of startup building, technology investment banking, and growth-stage climate tech investing. Built and pivoted Bizi through direct customer discovery, then advised tech companies at Citi and led 30+ diligences at Carbon Direct Capital, including helping drive a $20M investment in optical AI chip company Neurophos.”
Mid-level Private Equity Associate specializing in lower middle market due diligence and underwriting
Tara Nadkarni
Senior finance leader specializing in FP&A, strategic planning, and FinTech
“Strategic finance leader with experience at Fiserv, American Express, Salesforce, and a fintech startup, combining enterprise-scale FP&A rigor with hands-on GTM and product economics work. Stands out for translating complex financial and market analysis into measurable outcomes, including a $20M product launch, 12% revenue growth from sales strategy insights, and process improvements that boosted planning productivity by 35%.”
Mid-level finance operations professional specializing in credit and asset-based finance
Senior product and software leader specializing in legal AI and venture investing
Mid-level Investment Banking & Private Placements Associate specializing in growth equity raises