Finance

Mackenzie Chambers | Outsourced CFO

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About: Mackenzie is a CPAturned-entrepreneur. She is the Managing Director of Square Root Financial, a firm that provides outsourced CFO and accounting services to high-growth companies. Previously, Mackenzie was VP of Technology & Venture Banking at Grandpoint Bank where she sourced and structured venture financing deals between $500K and $3M, and, before Grandpoint, was a cofounder of wmbly, inc., a social platform for live and on-demand video content. Prior to

becoming an entrepreneur, Mackenzie audited public and emerging growth companies at Deloitte. Mackenzie has a B.A. from Claremont McKenna College, a Masters in Accounting and a Masters in Business Taxation from USC's Marshall School of Business.

Specialties: Mackenzie specializes in helping high growth companies scale. Mackenzie and her team of accountants work with companies to help them with their monthly financials, manage their cash flow, establish systems and processes to scale and build models to help manage their growth.

Quote: "Alone we can do so little; together we can do so much.” – Helen Keller

Connect: Contact Mackenzie at mchambers@squarerootfinancial.com or at (213) 536-7312 or visit her website below!

MEMBER SINCE JUNE 2018

Sarah Montoya | Financial Advisor, Financial Planning Specialist

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About: Sarah is a Financial Advisor and Partner within The Beverly Hills Millennium Group at Morgan Stanley. Motivated by the value of financial education, sound financial planning, and fiduciary responsibility, Sarah has built her career around empowering business-owners and families with tailored advice that breaks down the barriers to understanding their personal and/or corporate retirement finances. She provides each of her clients, beneficiaries, and plan participants with the opportunity

to truly understand their financial picture by taking the time to educate and communicate on all aspects of their financial life.

Sarah currently serves as Chapter Head of The W Source – Beverly Hills Chapter. She graduated UCSD with a Double-Degree in Economics and Political Science. She is a Pi Beta Phi Alumnus, as well as an active member of multiple non-profit organizations in the Southern California area. Sarah is a certified Yoga Instructor, frequents California based car shows, and enjoys hiking, traveling, and Football (Go Broncos!). Sarah and her husband, Carlos, live in the Los Feliz area with their dog, Baxter.

Sarah began her career as a Financial Advisor at Merrill Lynch where she became registered on the NYSE, NASDAQ, and CBOE exchanges in 2011. She holds the Series 7 and Series 66 Licenses, and is a California Insurance Broker with the capacity also to bring multiple Cash Management and Lending Solutions to her clientele (CA Ins. Lic #0I22293, NMLS 872706).

Specialties: Sarah has integrated Socially Responsible Investing through Morgan Stanley’s Investing with Impact platform as an integral part of her business; ultimately to bring both retail and institutional clients the option of investing in accordance with their values and awareness to Environmental, Social, and Governance factors.

Sarah has utilized Morgan Stanley’s vast array of resources through partnerships with some of the industry’s leading experts across the spectrum; including direct ongoing partnerships with a top Corporate Retirement Director - for her Institutional/Corporate Retirement Plan focus, a Private Banker, Morgan Stanley’s Global Investment Committee (The GIC), and Global Investment Management Analysis (GIMA) group. She believes that with Morgan Stanley’s Wealth-Management-First structure, she is able to leverage best in class intellectual capital to provide her clients with unbiased and product agnostic advice across a wide universe of offerings and solutions – free of any conflict of interest.

Quote: "I attribute my success to this: I never gave or took any excuse." - Florence Nightingale

Connect: Contact Sarah at Sarah.Montoya@MorganStanley.com or at (310) 285-2621 or visit her website below!


MEMBER SINCE MARCH 2018