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Vetted Financial Modeling Professionals
Pre-screened and vetted.
Senior Investment Research & Banking Professional specializing in TMT and FIG
Senior GTM & Product leader specializing in FinTech, crypto, and early-stage investing
Principal corporate development and venture investing leader in AI and deep tech
Executive Operations Leader specializing in global transformation and service delivery
Director-level Crypto Strategy & Operations leader specializing in liquid staking and DeFi partnerships
Mid-level Strategy & Operations professional specializing in AI and digital transformation
Executive Chief of Staff specializing in AI, venture investing, and product-led growth
Mid-level Transaction Strategy Consultant specializing in supply chain and separation execution
Senior Strategy & Operations and Product Leader specializing in GTM and monetization
Senior Finance & Venture Investing Professional specializing in FinTech and early-stage startups
Mid-level investment professional specializing in private equity and growth investing
Executive Healthcare Strategy Leader & Founder specializing in payer-provider-employer economics
Junior Full-Stack Software Engineer specializing in Real Estate SaaS and AI automation
Senior Strategy & Operations Manager specializing in analytics, pricing, and business operations
Senior Executive Business Partner specializing in operations and executive support for finance and investments
Senior Management Consultant specializing in financial services capital markets
Senior Applications Engineer specializing in ERP Financial Systems and GenAI automation
Junior Researcher and Investment Analyst specializing in quantum game theory and climate-aligned markets
Executive sales and network leader specializing in healthcare and health insurance
Senior finance and content strategy professional specializing in media investments
Executive Creative Operations & Production Leader specializing in global omnichannel delivery
Jennifer Marks
Executive Revenue & Go-to-Market Leader in Luxury Spirits and CPG
“Startup President in the liquor/spirits space with hands-on experience raising capital (from friends & family through family offices/venture) and leading a major pivot from DTC to wholesale. Built GTM plans, leveraged partnerships to secure distribution across 8 states, and launched an American Single Malt positioned as a category leader ahead of TTB ratification, including product/brand strategy and multi-market rollout.”
Jeffrey Kim
Mid-level FP&A and restructuring finance professional specializing in liquidity and forecasting
“Restructuring and deal-origination professional with FTI experience who applies distressed-investing rigor to founder sourcing and early-stage evaluation. Stands out for turning signal-based outbound into real opportunities, including sourcing and nurturing the Spirit Airlines relationship over roughly two years into one of the firm's largest bankruptcy engagements, while also bringing venture studio exposure to early consumer concept testing.”
Gregg Glaser
Executive CFO with deep expertise in securities brokerage and professional services
“Operations/finance leader with experience building the operational backbone for fast-growing firms, including setting up recordkeeping, internal controls, and brokerage-specific clearing firm decisions. Helped scale an entity from ~$30M to nearly ~$300M and later modernized consulting-firm expense operations by implementing Concur integrated with ERP, with a hands-on approach to systems selection and change management.”