Vetted Finance & Accounting Professionals

“Investment professional (Associate Investor) with private-capital experience coordinating full acquisition due diligence across multiple workstreams and stakeholders (including lenders and external advisors). Has built lightweight operating cadences and pipeline visibility systems to improve executive decision-making and reduce reactive work; also has early-career experience in incubators/accelerators supporting founder workflows.”

“Venture/accelerator-style investor operator with hands-on experience sourcing founders via LinkedIn and events, running screening calls, and moving qualified startups into diligence. Uses AI and startup databases (Claude, Perplexity, Product Hunt, Crunchbase) alongside Salesforce/HubSpot to manage a fast-moving pipeline, targeting 100–200 outbounds per week and converting into regular founder conversations.”

“Former Head of Growth & Strategy at a digital identity company (pre-MBA in Boston) who ran multiple cross-functional initiatives across sales, product, and finance. Delivered measurable outcomes including raising sales conversion from 70% to 83% in 30 days, achieving 17% profitability via a new pricing model, and launching a new onboarding platform GTM on time.”

“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.”

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.”

“Early-stage investor from Manchester Stories with a strong sourcing engine, generating 500-600 deals per year through referrals, events, thematic research, and AI-driven stealth startup discovery. Particularly differentiated in private payer healthcare and founder relationship-building, with examples of converting value-add outbound outreach into investments through hands-on market guidance and rigorous diligence.”