Howard Hwa

“Wealth management sales professional who built a book of business through high-volume cold calling and relationship-driven networking, converting personal-network introductions into paying clients. Applies a VC-style lens to founder sourcing and early evaluation (problem, traction signals, founder insight), with an emphasis on disciplined CRM-based pipeline management.”

Ella Conger

Screened

Entry Client Service Associate specializing in expert networks and market research

New York, NY1y exp

“Outbound business development professional with experience in finance and expert network services (AlphaSights, Fred Alger Management). Has owned end-to-end prospecting and multi-channel outreach (email/LinkedIn/phone), building CRM-based tracking and prioritization processes to improve response rates and generate qualified discovery calls.”

“Founder/outbound sourcing professional who builds high-trust pipelines through network-driven outreach, LinkedIn research, and in-person community events, then nurtures prospects with low-pressure, transparent multi-call processes. Created and used a custom Salesforce module to track founder candidates, manage stages, and run disciplined follow-up cadences with strong internal/external communication.”

“Client Service Associate at GuidePoint (expert network) supporting hedge fund/client research by sourcing and vetting industry experts via warm calls and multi-channel outreach (LinkedIn, email, phone, text), then scheduling and connecting experts to clients. Previously interned at Aramark where he improved cross-team coordination by introducing structured communication (e.g., morning meetings) and uses AI/automation to speed up day-to-day workflow.”