Overview

• Founded in 2012 and headquartered at 5737 Kanan Rd, Agoura Hills, California, with 7 employees and $1.61 million annual revenue
• CEO Julianne Wasserman holds a Finance Degree from California State University of Northridge and certifications (CERS, CPC) from NAPS
• Specializes in placing accounting, finance, compliance, and banking professionals, leveraging Julianne’s decade of recruiting experience at parent company Michael Wasserman & Associates
• VP Mickey Wasserman brings 35+ years of expertise in corporate sales, HR management, and executive search to the firm
• Parent company Michael Wasserman & Associates is a leading executive search firm for financial advisors at major wirehouses nationwide

Specializations

• Accounting & Finance staffing for corporate roles
• Compliance & Risk Management recruitment
• Banking & Financial Services talent placement

Services & Approach

• Targeted recruitment of accounting and finance professionals for mid-to-senior level positions
• Executive search services for compliance and risk management roles in financial institutions
• Staffing solutions for wirehouses and banking organizations requiring specialized financial advisors