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  1. 1. Provide a clear description of your needs and your expectations of an expert, consultant or job candidate and Zintro will match it with the most relevant professionals in our platform.
  2. 2. Within a day or two typically 6 - 12 Experts, who have opted-in, will contact you with a brief explanation of their qualifications and how they can help.
  3. 3. You can communicate back and forth, qualify each other, connect and pay fees to Experts through Zintro.
  4. Zintro is free, anonymous and without obligation.

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Recent Broker Dealer Operations Inquiries

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Health Insurance Brokers

We are looking to speak with healthcare insurance agents/brokers who are actively involved in selling group medical products to companies. Desired participants should be knowledgeable in preparing, presenting, or recommending group medical products to clients. This is a paid 60-minute interview. Are you a broker or an agent who is actively involved in selling group medical products to companies with 2 more employees? If yes, where are your clients and their employees based? For your commercial clients, please provide a breakdown of your clients by size as follows: (total must be 100%) - % with less than 50 employees - % with 50 - 499 employees - % with 500 - 4999 employees - % with more than 5000 employees please provide a breakdown of what % offer plans partnering with the below health systems for narrow network offerings: (total must be 100%) -ascension, advocate aurora, prohealth care, froedtert, uw health **please note that we are only interested in your personal point of view and are not seeking confidential information. ***referrals are highly appreciated

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    Michael |CMSO , Chief Medical Strategies Officer

    I have negotiated 5 Healthcare insurance programs between carriers and companies In addition we hav...

    40 Minutes Later
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    Travis |President/CEO

    40+ years experience in selling group health insurance to companies. ...

    40 Minutes Later
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    Ryan |Sales Manager

    Let's do this. I'm game. Been in the industry a very long time. ...

    42 Minutes Later
+25 Other Responses
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Fixed Income Technology

Technologists at institutional financial services firms, focused on solutions for trading and processing fixed income products (bonds, swaps, etc.) are required by our us firm for paid interviews. Firm types should include but are not limited to asset managers, hedge funds, broker-dealers, investment banks, etc. Us and europe preferred.

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    Andrew |Managing Director

    I was an Interest *****on Trader and currently a consultant and trainer in the area. I suspect ...

    18 Minutes Later
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    Salman |Principal, Senior Consultant

    Hello, let me know if I can help. I am a business technology expert with experience in large scale i...

    26 Minutes Later
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    Joseph |Executive Vice President, Chief Risk Off

    My experience includes many years with an asset manager for Fixed Income as risk executive, technolo...

    26 Minutes Later
+42 Other Responses
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Hedge Fund Fundraising

We are a hedge fund group with a truly remarkable long term record. We are looking for help in formulating a plan to raise more funds.

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    James |Research Director

    I have a background marketing CTA *****, I am registered with the NFA, I also do some marketing...

    5 Minutes Later
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    Allan |Managing Consultant

    Hello Sam1071, I am currently in San Francisco til July 11th and then in Boston and then would be a...

    43 Minutes Later
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    Shane |Principal

    I suspect your intention is fund-raising solely within the USA. However, if you are looking also at ...

    1.8 Hours Later
+14 Other Responses
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Us Mortgage Broker

Hi. I work for a prominent expert network working in partnership with zintro. We would like to source multiple experts on behalf of an institutional investor, and we're currently looking for mortgage brokers in the u.S. To discuss residential housing and mortgage trends. If you are interested in providing an opinion on that market, please respond with your phone number and email address so i can send additional details.

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    Asia |consultant

    Yes, I would be willing to ***** contact number is *****. My email is awgfinsvc@gm...

    1.9 Hours Later
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    Frederic |Sr. VP - Director of Commercial Lending

    Greetings! Your inquiry is very interesting. The topics are quite broad, of course. I'd like to p...

    2 Hours Later
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    Kevin |Owner

    I would welcome the opportunity to share market insight. I can provide additional value-add on the c...

    2 Hours Later
+13 Other Responses
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National Association Of Mortgage Brokers

We are seeking an expert witness, preferably from the national assoc of mortgage brokers to assist in a case in toledo, ohio. Someone with a high degree of knowledge in the 2006 era of the mortgage boom. Needs to be able to clearly identify the duties of a mortgage broker/loan officer. Also would need knowledge of an underwriter's duties.

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    Jor |Director

    I recommend you contact ***** at ***** has exactly the expertise you ne...

    29 Minutes Later
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    Dale |Principal

    I am a lawyer with over 20 years of experience in the mortgage banking industry. I currently serve ...

    1 Hour Later
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    Mark |Owner/President

    Have extensive experience as owner of A&B Mortgage during the period from 1998 to 2009 and well fami...

    1.2 Days Later
+5 Other Responses
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Business & Logistics Insurance Brokers

We are looking to conduct 1/2 hour phone consults with experts that have at least 3 years of experience in selling / broking business and/or logistics insurance to small / medium size companies (revenue from usd 1 million to usd 1 billion) in the u.S. · the experts should have experience in selling/broking insurance to companies in the following industries: o hi-tech (equipment & devices and telecom and broadcasting) o retail (high value goods and apparel) o healthcare (labs, pharmaceutical and medical devices) o industrial equipment (manufacturers and distributors) · the experts should have experience in: o handling multiple accounts/customers for his company o he / she should be aware of challenges (such as claims, documentation) faced by the customers o he should also have knowledge on customer needs (insurance products and services required) and preferences o claim renewal process note: we are not looking for experts who have experience in selling/broking health or worker compensation insurance. We will pay a $125 honorarium for the one half hour call. There could be opportunities for follow-on work, if desired.

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    Frederick |President

    Profile Picture I have a lot of experience in Brokering Insurance to the target Industries. I owned ...

    30 Minutes Later
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    Benjamin |Insurance Agent and Principal

    I have 15 years of experiencing selling and writing insurance to small and medium size companies to ...

    2 Hours Later
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    Raymond |Consultant (Presently)

    I have experience in this ...

    3.7 Hours Later
+8 Other Responses
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Real Estate Agents And Brokers Study

We are a global management consulting firm conducting a study to understand key characteristics, needs, behaviour and attitudes of real estate agents/ brokers. For that, we are reaching out to real estate professionals to gather their perspectives on this topic by inviting them to participate in a brief survey. We value your time and appreciate your participation, as it will be very valuable for this initiative. The information you share with us will be kept confidential and viewed only in the aggregate, and in no way will be used for solicitation. As a token of our appreciation, should you decide to participate in this study, you will have a chance to get ipad upon completion of the survey. Should you be willing to participate, please click on the link below, or cut and paste the entire url into your browser to access our survey: survey link: http://survey.Confirmit.Com/wix/p3078462959.Aspx we would appreciate your response by friday, april 8, 2016. Looking forward to hearing from you.

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    Bruce |Consultant

    Please see my LinkedIn profile to see the depth of my experience: ttps://www.linkedin.com/in/brucej...

    3.6 Hours Later
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    Frederick |President

    I am the author of Broker Beware, Selling Real *****in the Law. That is the only practical ook...

    5.9 Hours Later
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    Endre |Realtor

    Thank you for reaching out as a Global Management Consulting firm you will ***** a consultan...

    8.5 Hours Later
+5 Other Responses
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Broker -dealer Compliance

I need an expert witness to opine on the due diligence and disclosure obligations of a broker-dealer in a private placement. Specifically, the broker-dealer failed to identify and disclose federal regulations specific to the issuer's industry that voided the deal and left the investor holding worthless bonds.

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    Joseph |Attorney At Law

    Please specify if this ***** equipment leases, instruments backed by equipment leases or genera...

    15 Minutes Later
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    Siobhan |Independent Consultant

    I am an expert CFE on BD compliance I would like to know more about the engagement. Siobhan...

    58 Minutes Later
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    Marc |Securities Legal & Regulatory Expert

    Good evening. My name is Marc Abramson and I'm an attorney in the Tampa Bay area with a practice co...

    1 Day Later
+4 Other Responses
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Broker Dealer Operations

Some one who has run broker dealer operations for a large us broker dealer (series 99 or equivalent license).Has led process improvements in operations. Needs to have intimate knowledge of finra, sec etc

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    Marc |Consultant

    Please provide details on the ***** the engagement that the client is seeking....

    21 Hours Later
+2 Other Responses
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Hedge Fund Setup

I'm in interested in starting a hedge fund. I would like to get advice from someone who has worked in operations management for a hedge fund or a legal team that has worked with hedge funds.

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    Martin |Litigation Consultant and Expert WItness

    I worked for large hedge funds for ten years and started two hedge funds from scratch. I can defini...

    25 Minutes Later
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    Nicholas |Founder

    Darsh, I have due diligenced a lot of different fund ***** the past decade. Across all...

    47 Minutes Later
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    Alex |Investment Operations Manager

    Darsh-Singh, I have over 13 years Investment *****gement experience with a hedge fund oper...

    1 Hour Later
+21 Other Responses
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Mortgage Broker V Underwriting Responsibility

We are currently working on an ohio case where there is a descrepancy between what the duties of a mortgage broker are versus the duties of lender's underwriter circa 2006. For example, who has responsibility to determine the trustworthyness of a specific document, who generates thee final closing documents, was the atmosphere in 2006 at such a frenzy that much could be overlooked in the closing instructions by the settlement agent and more. Our case involves a wrongly accused broker being held liable for a material misrepresentation regarding a document.

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    Ira |Consultant

    I was a mortgage professional during the time period, having been responsible for managing underwrit...

    2.4 Days Later
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    Clay |Principal

    I believe you do have sign up. You may have to pay Zintro's fee, however I have ***** first...

    2.5 Days Later
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    Ron |President of subsidiary; EVP of parent;

    FederalUnderdog, if you want to proceed, please Accept my Proposal by clicking on the Accept button....

    3 Days Later
+19 Other Responses
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Employee Benefits - Broker

We would like to speak with brokers who advise and sell employee benefits insurance to large organizations that have employee benefit needs. We are aiming to better understand the experience with, and perceptions of, employee benefits and carriers that provide these products and services. This is a 1-hour paid phone consultation. If open to participating, please provide a brief answer to the screener below: 1. Are you responsible for advising and selling employee benefits insurance to large organizations that have employee benefit needs? Please note that we are only interested in your personal point of view and are not seeking confidential information. Referrals are highly appreciated

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    AJ |Regional Sales Executive

    I am a benefits broker for a 3 brokerage ***** using on the *****,000 employee market. I wo...

    15.8 Hours Later
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    Adam |Chief Human Resources Officer

    I am not a benefits broker, I am a CHRO that works with benefits brokers on solutions for our employ...

    15.8 Hours Later
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    Steve |National Benefits Director

    Not a broker but select and manage benefits for my employees through brokers....

    15.8 Hours Later
+31 Other Responses
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