Vetted Finance & Accounting Professionals in the NYC Metro

Catherine Merritt

Screened

Senior investment banking associate specializing in debt advisory and consumer transactions

New York, NY8y exp

“Investment banking associate with debt advisory experience who has built highly targeted investor pipelines and helped raise capital for sponsor-backed acquisitions. Stands out for combining rigorous investor outreach and process management with strong judgment on business quality, market risk, and competitive positioning across private equity, technology, and startup-related mandates.”

“Three-time co-founder with experience building both bootstrapped and funded startups, including raising $150K personally and advising companies that raised $500K+ in angel and pre-seed capital. Brings unusually broad startup operating range across customer discovery, product, GTM, hiring, legal, fundraising, and VC/studio mechanics, with entrepreneurial experience dating back to childhood and multiple business exits in college.”

“Enterprise SaaS sales leader with 10+ years of experience leading frontline AE teams and owning quotas up to $4.5M. Brings a process-oriented, data-driven approach, including implementing MEDDPICC and coaching reps through complex enterprise cycles with major brands like Bank of America, Intuit, CVS/Aetna, and Colgate-Palmolive.”

Sheldon Barrett

Screened

Mid-level Relationship Banker specializing in consumer and small business banking

New York, New York9y exp

“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.”

Conor Murray

Screened

Junior Investment Analyst specializing in private credit, asset-based lending, and IP finance

New York, NY2y exp

“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

Screened

Mid-level Funding & Business Development professional specializing in SMB finance and SaaS sales

Brooklyn, NY6y exp

“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.”

“Growth-stage accounting/fintech operator at ClearBooks CPA who evolved from executing client onboarding and reporting to building AI-enabled operating infrastructure. They used Claude and ChatGPT to automate data validation and executive financial narratives, cutting onboarding time by 30% and reporting turnaround by 25%, while also introducing team cadence and CRM-based accountability that helped drive a 15% lift in client conversion.”