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upwork.com 🟡 2026-05-16

🔹 Populate Contact Information for Financial Services Firms
👤 Client: 🇺🇸 USA Member since 2026-05-12
💰 Price: ****
🚩 Problem: Gather and structure contact details from various sources to enhance company profiles.
📦 Existing: Excel spreadsheet with ~200 companies, sample spreadsheet of ~73 firms.

Specifications:

[Target] Populate specific fields (Contact Name, Title, LinkedIn URL, Business Email Address, Notes) for each firm.
[Method] Research using company websites, LinkedIn, Google, SEC Form ADV, and third-party tools like ZoomInfo.
[UI/UX] Not applicable
[Stack] Excel spreadsheet editing, web scraping, data entry.
[Security] Ensure data privacy and handle sensitive information securely.
[Format] Populate specified columns in the provided Excel template.

Workflow:

Review the sample spreadsheet to understand the required structure.
For each firm, research and populate Contact Name, Title, LinkedIn URL, Business Email Address, and Notes.
Prioritize CCO, GC, then CFO roles. Include both if applicable, or only CFO if neither is found.