Overview

• Woman-owned boutique executive search firm founded in 2010, headquartered at 1000 Wyckoff Ave, Mahwah, New Jersey with 11 employees and $4,559,000 annual revenue
• Specializes in financial services, fintech, and professional services industries with geographic focus on Tri-State Area (NYC, NJ, CT) and national operations
• Maintains strategic partnerships with Fortune 500 companies and rapidly growing firms through direct financial services industry experience
• Active owner-member of NPA Worldwide recruiting network with access to 500+ agencies across six continents
• Utilizes relationship-driven candidate sourcing through financial industry networking and referrals for executive placements

Specializations

• FinTech sub-sectors including RegTech, WealthTech, and LendTech placements
• Wealth Management roles for Registered Investment Advisors (RIAs) and Family Offices (SFO/MFO)
• Corporate Finance positions including CFO, FP&A, and Controlling professionals
• C-Suite/Executive Leadership placements in corporate strategy and operations management

Services & Approach

• Flexible recruitment models: contingent, retained, exclusive, and consulting hourly/success fee structures
• Executive search for financial technology sales roles including fintech sales and wealth advisors
• Candidate sourcing for specialized finance positions: trading, product management, and investment analysts
• Strategic recruitment partnerships leveraging NPA Worldwide’s global network for cross-border placements