Vetted Budgeting Professionals

Pre-screened and vetted.

EO

Edmund Ong

Screened

Mid-level investment banking associate specializing in TMT and strategic transactions

New York, NY6y exp
Morgan StanleyDartmouth College

Engineer turned consultant turned Morgan Stanley TMT investment banker with a rare blend of technical operations, strategy, and finance. Has worked on over $40B in transactions and brings standout experience navigating novel, high-ambiguity situations such as a $3B AI/HPC datacenter deal for Cipher Mining and complex cross-border regulatory structuring in gaming M&A.

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Alex Gonye - Senior strategy and M&A operator specializing in financial services and FinTech in New York, NY

Alex Gonye

Screened

Senior strategy and M&A operator specializing in financial services and FinTech

New York, NY10y exp
AuquanWilliams College

Strategy and corporate development professional who started in principal-side M&A at Morgan Stanley and PNC, including work on the Eaton Vance acquisition, then moved into a Chief of Staff role at an early-stage agentic AI company serving global financial institutions. Distinctive for operating at the intersection of analytical rigor and hands-on commercialization, with experience rebuilding pricing around a 10x ROI framework and owning enterprise client deployments in a highly ambiguous startup environment.

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DS

Dawn Siegel

Screened

Executive Marketing & Media Operations Leader specializing in paid media and operational excellence

Seattle, WA16y exp
RazorfishUniversity of Washington

Performance marketer with hands-on ownership of a high-spend ($50K+/month+) financial services account running integrated campaigns across paid search, paid social, and programmatic (Google/Microsoft, Meta, TikTok, DV360, The Trade Desk, Amazon Ads, and more). Experienced driving new account openings against cost-per-open targets through audience/creative testing, sequential messaging and influencer-led upper funnel, and rigorous tracking/measurement in a highly regulated environment.

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JG

Julia Goodman

Screened

Senior Operations & Strategy Leader specializing in sustainability and development finance

Washington, DC9y exp
International Finance CorporationColumbia University

IFC professional who helped build a supply chain decarbonization fund, running multiple workstreams spanning TA program design, MRV framework build-out, gender inclusion, supplier pipeline development, investor engagement, and engineering partner coordination. Known for critical-path prioritization and executive-ready operating systems (decision trackers, weekly one-page briefs, risk logs) that keep complex, multi-stakeholder initiatives aligned and moving quickly.

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Ray Adams - Executive CEO/COO specializing in turnarounds, PE-backed growth, and consumer & e-commerce in Dallas, TX

Executive CEO/COO specializing in turnarounds, PE-backed growth, and consumer & e-commerce

Dallas, TX15y exp
Fruit of the EarthWharton School
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Ed Zhang - Executive operator and strategist specializing in marketplaces, growth, and finance in Remote

Executive operator and strategist specializing in marketplaces, growth, and finance

Remote12y exp
FreelanceNYU
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VV

Executive Operations & Chief of Staff leader specializing in PE value creation and transformation

Madison, NJ17y exp
DartcorDuke University
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SM

Executive Talent Acquisition leader specializing in global scaling and DEI

New York, NY19y exp
SeismicTeachers College, Columbia University
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JL

Executive Business Operations & Strategy Leader in AI SaaS, Commerce, and Corporate Development

San Francisco, CA19y exp
Cohezion.aiUSC
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PA

Executive Software Engineering Leader specializing in digital transformation and omnichannel commerce

Chatsworth, CA18y exp
MGAEIIT Kharagpur
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JS

Mid-level Strategic Finance & Private Equity professional specializing in tech-enabled services and healthcare

Los Angeles, CA6y exp
Honor PetSwarthmore College
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MA

Director-level Video Producer & Content Strategist specializing in digital and branded content

Brooklyn, NY11y exp
Marble MediaCornell University
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RO

Executive Technology Leader (CTO/Fractional CTO) specializing in SaaS, cloud architecture, and startups

Los Angeles, CA22y exp
Amazon Web ServicesDuke University
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DS

Executive innovation and portfolio leader in industrial, aerospace, and medical technologies

Mooresville, NC37y exp
Hanover VenturesUCLA
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AK

Director-level Client Partnerships & Business Development leader in media, marketing, and tech

Los Angeles, CA9y exp
Havas MediaHult International School of Business
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RK

Executive sales leader specializing in public sector and education technology

North Fort Myers, FL39y exp
ConnectionComputer Processing Institute
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DC

Executive Product & Technology Leader specializing in SaaS, FinTech, and Media & Entertainment

New York, NY26y exp
Curb WastePurdue University
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MS

Director of Enterprise Analytics specializing in AI/ML for healthcare and insurance

California, USA15y exp
CignaUniversity of Toronto
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SK

Senior Corporate Development & M&A Leader specializing in global cross-border transactions

New York, NY12y exp
DeloitteNYU
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CM

Executive Marketing Leader (Fractional CMO) specializing in growth, paid media, and brand

Los Angeles, CA21y exp
Eve Health
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Ashraf Jahangeer - Executive engineering leader specializing in AI, SaaS, and large-scale platform transformation in Pleasanton, CA

Executive engineering leader specializing in AI, SaaS, and large-scale platform transformation

Pleasanton, CA19y exp
BlueCargoUC Davis

Senior engineering executive with 20+ years of experience scaling and restructuring product engineering organizations across startups and larger companies. Over the last 8 years, they grew teams significantly at Stitch Fix and EasyPost, led monolith-to-microservices modernization, and launched products associated with 50M-100M+ ARR. Currently a hands-on VP Engineering at BlueCargo, combining executive leadership with direct technical contribution when customer-critical issues arise.

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WK

Woody Kassin

Screened

Executive operator and finance leader specializing in growth, M&A, and capital raising

Los Angeles, CA29y exp
Format EntertainmentUCLA

Operations/finance leader who built the internal infrastructure for a personal care company to sell into 35,000 retail stores, spanning contract manufacturing, warehousing/3PL, banking credit facilities, HR policies, marketing ops, and accounting systems (Great Plains, QuickBooks Online). Currently supports a music/entertainment organization, mentoring non-business creatives on business and finance while driving profitability and growth.

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LF

Luc Fletcher

Screened

Executive Chief of Staff / COO Advisory leader specializing in banking strategy & operations

New York, NY15y exp
Anthony Palles LLCPenn State University

Operations/program leader who partnered closely with a COO to drive transformation initiatives (compliance workflow automation and budgeting redesign), implementing governance cadences and executive dashboards to improve alignment and decision speed. Managed a $120MM operating budget and successfully delivered regulator-mandated resolution planning under tight timelines, while maintaining strict discretion during restructuring work involving sensitive HR data.

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