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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 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 Structured Finance Structuring AVP specializing in catastrophe bonds
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.”
Mid-level Private Equity Associate specializing in lower middle market due diligence and underwriting
Mid-level Investment Banking & Private Placements Associate specializing in growth equity raises
Mid-level Private Equity & Investment Banking professional specializing in financial modeling and diligence
Senior Corporate Development & M&A Leader specializing in global cross-border transactions
Senior Strategy & M&A Manager specializing in corporate transformations and deal execution
Director-level Chief of Staff / Strategic Finance & Ops leader specializing in startups
Senior Corporate Development & M&A Leader specializing in global cross-border deals
Sneha Patil
Mid-level Financial Analyst specializing in FP&A, forecasting, and regulatory reporting
“Backend-focused software engineer (4+ years) across e-commerce, banking, and healthcare who owned mission-critical checkout/order management end-to-end and improved peak-traffic success rates via resiliency patterns (timeouts/retries/caching) and data-driven iteration. Also built and shipped real-time operational dashboards (React/TypeScript + Spring Boot) using WebSockets and event-stream integrations, with strong experience in Kafka/RabbitMQ-style messaging at scale.”
Senior Management Consultant specializing in financial services capital markets
Junior Finance Underwriting Analyst specializing in infrastructure and clean energy credit
Junior Sustainable Finance & ESG Analyst specializing in climate risk and investor relations
Mid-level Investment Banking Analyst specializing in M&A and infrastructure/digital finance
Investment Banking VP specializing in Insurance, InsurTech, and FinTech
Sheldon Barrett
Mid-level Relationship Banker specializing in consumer and small business banking
“Relationship banker selling consumer and small-business banking products, using Salesforce-driven lead prioritization and a disciplined multi-channel outreach cadence (phone/email/text) to build and deepen a client portfolio. Leverages customer behavior insights to tailor conversations and drive outcomes like warm transfers to lending specialists, and has experience integrating newly launched banking products into client discovery.”
Mid-level Wealth Management Associate with client service and investor communications expertise