Warm Connections

Lead Intelligence Report

March 16, 2026 โ€” David Goodman Network Analysis
DG

David Goodman

Center of Influence

22
Prospects
13
High Priority
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13
High Priority
9
Medium Priority
7
Client Prospects
23
Referral Partners
Prospects
1

Jim Osman ๐Ÿ”— LinkedIn Referral Partner

I follow mispriced change, not markets. Special situations ยท spinoffs ยท deep value. TEDx speaker. Founder The Edge. World leader in catalyst event-driven ideas
76.5
Score
ICP 85.0
Warmth 55.0
Authority 90.0
Activity 70.0
Strategic 80.0

Why

Jim Osman is a senior thought leader and founder with significant influence in the financial and business strategy space, making him a strong referral partner candidate. There is moderate engagement from David Goodman, indicating a real but not highly personal connection.

Engagement Evidence

David Goodman has engaged with Jim Osman's content through multiple inbound reactions, including at least two comments and one repost, suggesting awareness and some relationship but lacking evidence of highly personal or friendly interaction.

Next Move: Ask David Goodman for a warm introduction to Jim Osman, referencing their past interactions and Jim's expertise in event-driven business strategies.
Request Intro
2

Nicole McGrath Barnes DDS ๐Ÿ”— LinkedIn Client

Founder & CEO at KinderSmile Foundation, Inc.
76.2
Score
ICP 90.0
Warmth 55.0
Authority 85.0
Activity 60.0
Strategic 80.0

Why

Nicole McGrath Barnes DDS is a Founder & CEO in the dental sector, highly aligned with ICP and has demonstrated moderate engagement with David Goodman, indicating a real connection. Her seniority and role suggest strong buying power and potential for a valuable client relationship.

Engagement Evidence

David Goodman has engaged with Nicole's content at least twice (inbound reactions), indicating a moderate but real relationship, though no personal comments or reposts are recorded.

Next Move: Ask David Goodman for a warm introduction to Nicole, referencing their recent LinkedIn interactions to personalize the outreach.
Request Intro
3

Samreen Malik, MBA ๐Ÿ”— LinkedIn Referral Partner

Senior Vice President, Healthcare Territory Executive, PNC Bank Delaware, New York, New Jersey, Pennsylvania and Maryland.
74.2
Score
ICP 85.0
Warmth 50.0
Authority 90.0
Activity 60.0
Strategic 80.0

Why

Samreen Malik is a senior banking executive focused on healthcare, covering multiple states, and is well-positioned as a potential referral partner for dental CPA and practice management services. There is moderate engagement evidence from David Goodman, indicating a warm but not highly personal connection.

Engagement Evidence

David Goodman has engaged with Samreen Malik's content at least twice (inbound reactions), but there is no evidence of personal comments or direct interaction.

Next Move: Ask David Goodman for a warm introduction to Samreen Malik, positioning it as a mutually beneficial conversation about supporting dental and healthcare clients with financial and practice management expertise.
Request Intro
4

PKF O'Connor Davies ๐Ÿ”— LinkedIn Referral Partner

43,496 followers
73.2
Score
ICP 80.0
Warmth 55.0
Authority 85.0
Activity 70.0
Strategic 75.0

Why

PKF O'Connor Davies is a large, reputable firm with significant buying and referral power, and David Goodman has engaged regularly with their content, indicating a warm, established connection. This is a strong opportunity for a referral partnership, especially given the overlap in client base and professional focus.

Engagement Evidence

David Goodman has engaged multiple times (likes, reposts) with PKF O'Connor Davies' posts, though no comments or personal notes are present. The engagement is regular, indicating familiarity but not a close personal relationship.

Next Move: Ask David Goodman for an introduction to a relevant partner or leader at PKF O'Connor Davies, positioning it as a mutually beneficial networking/referral conversation.
Request Intro
5

Nicholas Spanakis ๐Ÿ”— LinkedIn Referral Partner

Healthcare Business Banking Group Practice Leader at PNC Bank
73.0
Score
ICP 85.0
Warmth 55.0
Authority 80.0
Activity 60.0
Strategic 75.0

Why

Nicholas Spanakis is a senior leader in healthcare business banking at PNC Bank, making him a strong strategic referral partner for dental CPA and practice management services. There is moderate engagement evidence from David Goodman, indicating a warm but not deeply personal connection.

Engagement Evidence

David Goodman has engaged with Nicholas Spanakis' content with at least two inbound reactions (likes), but no comments or reposts, indicating some familiarity but not a close relationship.

Next Move: Ask David Goodman for a warm introduction to Nicholas, positioning it as a mutually beneficial networking opportunity between financial services and dental practice consulting.
Request Intro
6

Michael Kahn ๐Ÿ”— LinkedIn Client

First Vice President & Market Manager. Northern NJ Market
73.0
Score
ICP 85.0
Warmth 55.0
Authority 80.0
Activity 60.0
Strategic 75.0

Why

Michael Kahn is a senior market manager (First Vice President & Market Manager) in Northern NJ, making him a strong ICP fit with significant authority and potential buying power. David Goodman has engaged with Michael's content twice (inbound reactions), indicating a moderate but real relationship that could support a warm introduction.

Engagement Evidence

David Goodman has engaged with Michael Kahn's LinkedIn posts twice with inbound reactions, which suggests some level of familiarity but no evidence of personal comments or deeper relationship.

Next Move: Ask David Goodman for a warm introduction to Michael Kahn, referencing their recent LinkedIn interactions to make the outreach relevant and timely.
Request Intro
7

Jennifer Holland ๐Ÿ”— LinkedIn Referral Partner

Certified Brand Strategist | Speaker, Consultant & Published Author | Award-Winning Designer & Fine Artist | Building Brands That Grow, Endure & Come Alive Through People | Holland People+Brands
71.8
Score
ICP 80.0
Warmth 55.0
Authority 75.0
Activity 70.0
Strategic 80.0

Why

Jennifer Holland is a senior-level brand strategist and agency owner with demonstrated thought leadership and business influence, making her a strong referral partner candidate. David Goodman has engaged with her content via comments, indicating a real, if moderate, relationship.

Engagement Evidence

David Goodman has commented on Jennifer Holland's posts twice, showing intentional and personal engagement, though without evidence of highly personal language.

Next Move: Ask David Goodman for a warm introduction to Jennifer Holland, positioning it as a peer-to-peer referral partnership conversation focused on mutual client value.
Request Intro
8

Agnieszka Nance ๐Ÿ”— LinkedIn Referral Partner

Executive Director at Tulane University
71.8
Score
ICP 80.0
Warmth 55.0
Authority 85.0
Activity 60.0
Strategic 70.0

Why

Agnieszka Nance is a senior executive leader at a major university, with demonstrated engagement from David Goodman via multiple comments. Her position and network suggest strong potential as a referral partner for B2B services targeting higher education or professional networks.

Engagement Evidence

David Goodman has commented on Agnieszka Nance's posts at least twice, indicating a moderate and intentional engagement level, though no evidence of personal/friendly language.

Next Move: Ask David Goodman for a warm introduction to Agnieszka, referencing his recent engagement with her posts and highlighting potential mutual value in connecting.
Request Intro
9

Robert Edwards ๐Ÿ”— LinkedIn Referral Partner

Founder and CPA at Edwards & Associates, PC
70.8
Score
ICP 90.0
Warmth 45.0
Authority 85.0
Activity 30.0
Strategic 80.0

Why

Robert Edwards is a senior CPA and founder, making him an excellent ICP fit and a strong potential referral partner given his authority and overlapping client base with David Goodman. The engagement evidence is moderate, with David providing inbound reactions but no comments or reposts.

Engagement Evidence

David Goodman has engaged with Robert Edwards' content via inbound reactions (likes), but there are no comments or reposts, indicating a moderate but not highly personal connection.

Next Move: Ask David Goodman for a warm introduction to Robert Edwards, positioning it as a peer-to-peer referral partnership opportunity given their similar roles and potential for mutual client benefit.
Request Intro
10

Kerry Serritella, CPA ๐Ÿ”— LinkedIn Referral Partner

Partner | Trusted Advisor | Strategist | Succession Planner | Private Business Advocate
70.5
Score
ICP 85.0
Warmth 45.0
Authority 80.0
Activity 60.0
Strategic 75.0

Why

Kerry Serritella, CPA, is a senior-level advisor and partner with a clear focus on private business strategy and succession planning, making her a strong fit as a referral partner for B2B services targeting business owners. There is some evidence of engagement from David Goodman, but it is limited to inbound reactions (likes), indicating a moderate but not highly personal connection.

Engagement Evidence

David Goodman has engaged with Kerry's content via likes (inbound reactions) but has not left comments or reposted, suggesting awareness and a moderate relationship, but not a close or highly personal one.

Next Move: Ask David Goodman for a warm introduction to Kerry, positioning it as a peer-to-peer networking opportunity given their overlapping advisory roles for private businesses.
Request Intro
11

Becky Livingston ๐Ÿ”— LinkedIn Referral Partner

Accounting & AI Marketing Consultant | Speaker | Author | Professor Helping CPAs build muscle - marketing muscle.
70.2
Score
ICP 80.0
Warmth 55.0
Authority 75.0
Activity 60.0
Strategic 75.0

Why

Becky Livingston is a senior-level consultant and thought leader in accounting and AI marketing, with a strong focus on helping CPAsโ€”closely aligned with David Goodman's network. David has engaged with her content multiple times, indicating a warm, professional connection.

Engagement Evidence

David Goodman has commented on at least two of Becky's LinkedIn posts, demonstrating intentional and personal engagement, which suggests a real professional relationship.

Next Move: Ask David Goodman for a warm introduction to Becky, positioning it as a mutually beneficial networking opportunity between two CPA-focused consultants.
Request Intro
12

David J. Singer (he/him) ๐Ÿ”— LinkedIn Client

Helping CEOs CFOs CHROs and their teams make sure their organizations & teams have optimal insurance programs.
70.0
Score
ICP 85.0
Warmth 45.0
Authority 80.0
Activity 60.0
Strategic 70.0

Why

David J. Singer is a senior executive (serving CEOs, CFOs, CHROs) with high relevance to B2B insurance solutions, and David Goodman has demonstrated some engagement, indicating a warm but not highly personal connection.

Engagement Evidence

David Goodman has engaged with David J. Singer's content via inbound reactions (likes), but there is no evidence of personal comments or direct interaction.

Next Move: Ask David Goodman for a warm introduction to David J. Singer, referencing their recent engagement and highlighting the mutual value in a conversation about optimizing insurance programs for business leaders.
Request Intro
13

Jason Shames ๐Ÿ”— LinkedIn Referral Partner

CEO and Executive Vice President at Jewish Federation of Northern New Jersey
70.0
Score
ICP 85.0
Warmth 45.0
Authority 80.0
Activity 60.0
Strategic 70.0

Why

Jason Shames is a senior executive (CEO/EVP) at a major regional organization, making him a strong strategic referral partner opportunity. There is moderate engagement evidence from David Goodman (inbound reactions), indicating some relationship but not a deep personal connection.

Engagement Evidence

David Goodman has engaged with Jason Shames via inbound reactions (e.g., likes), but there are no comments or reposts, suggesting a moderate but not highly personal relationship.

Next Move: Ask David Goodman for a warm introduction to Jason Shames, positioning it as a potential strategic partnership or referral conversation given Jason's network and influence.
Request Intro
14

Edward Russnow ๐Ÿ”— LinkedIn Client

President, MAC Products, Inc. and MAC-IMPulse, LLC | Products & Services for the Transmission, Distribution and Control of Electrical Power | Products for Electrified Mass Transit, Manufactured in the USA
68.8
Score
ICP 90.0
Warmth 45.0
Authority 85.0
Activity 30.0
Strategic 60.0

Why

Edward Russnow is a President at a B2B manufacturing company, making him a strong ICP fit with significant authority and potential buying power. There is some evidence of engagement from David Goodman (comments), indicating a moderate warm connection.

Engagement Evidence

David Goodman has commented on Edward Russnow's LinkedIn post(s), providing a moderate signal of a real connection, though there is no evidence of highly personal or frequent interaction.

Next Move: Ask David Goodman if he is comfortable making a warm introduction to Edward Russnow, referencing their prior engagement and Edward's leadership role.
Request Intro
15

Evan Hochberg ๐Ÿ”— LinkedIn Referral Partner

Chief Executive Officer - Jewish Family & Children's Services of Northern NJ | Jewish Family & Children's Services of Northern NJ
68.5
Score
ICP 80.0
Warmth 50.0
Authority 75.0
Activity 60.0
Strategic 70.0

Why

Evan Hochberg is a senior executive (CEO) at a well-established nonprofit, with moderate engagement from David Goodman, indicating a real but not deeply personal connection. Evan's leadership role and community involvement make him a strong referral partner opportunity, especially for introductions to other decision-makers.

Engagement Evidence

David Goodman has engaged with Evan's posts multiple times (2 quote interactions, 1 regular post), but has not left personal comments. This suggests awareness and a moderate professional connection, but not a close personal relationship.

Next Move: Ask David Goodman for a warm introduction to Evan, positioning it as a networking/referral conversation rather than a direct sales pitch.
Request Intro
16

Rob Welter ๐Ÿ”— LinkedIn Referral Partner

SVP Sr. Relationship Mgr.- Bus. Banking Commercial and Medical Lending Solutions, Equipment Financing, SBA & Conventional, Treasury Solutions
68.0
Score
ICP 85.0
Warmth 45.0
Authority 80.0
Activity 40.0
Strategic 70.0

Why

Rob Welter is a senior banking executive focused on commercial and medical lending, making him a strong fit as a referral partner for dental CPA and practice management services. There is moderate engagement from David Goodman, indicating some relationship but not a close personal connection.

Engagement Evidence

David Goodman has engaged with Rob Welter's content at least twice (inbound reactions), but there are no comments or reposts, suggesting a moderate but not highly personal connection.

Next Move: Ask David Goodman for a warm introduction to Rob Welter, positioning it as a mutually beneficial networking opportunity for cross-referrals in the dental and medical space.
Request Intro
17

Vikram Vaid ๐Ÿ”— LinkedIn Referral Partner

Healthcare M&A | Quality of Earnings | Sponsor Transactions | Supporting PE-Backed Provider Platforms
67.2
Score
ICP 80.0
Warmth 45.0
Authority 75.0
Activity 60.0
Strategic 70.0

Why

Vikram Vaid is a senior-level professional in healthcare M&A and quality of earnings, likely well-networked with PE-backed provider platforms and potential dental clients. David Goodman has shown moderate engagement (inbound reactions), indicating some familiarity but not a deep personal connection.

Engagement Evidence

David Goodman has engaged with Vikram Vaid's content through inbound reactions (e.g., likes), but there is no evidence of personal comments or reposts. This suggests moderate awareness but not a strong, personal relationship.

Next Move: Ask David Goodman for a warm introduction to Vikram Vaid, positioning it as a peer-to-peer conversation about dental M&A trends and potential mutual referrals.
Request Intro
18

Peter Rothman CPA, CITP ๐Ÿ”— LinkedIn Client

VP of Operations
65.8
Score
ICP 80.0
Warmth 55.0
Authority 75.0
Activity 30.0
Strategic 60.0

Why

Peter Rothman CPA, CITP is a VP of Operations, making him a strong ICP fit with seniority and potential buying power. David Goodman has engaged with Peter's content twice, indicating a moderate relationship that could support a warm introduction.

Engagement Evidence

David Goodman has engaged with Peter Rothman's LinkedIn posts twice, providing inbound reactions. While there are no comments or reposts, the multiple engagements suggest some familiarity or professional recognition.

Next Move: Ask David Goodman if he would be comfortable making an introduction to Peter Rothman, highlighting the mutual professional interests in dental practice management and CPA-driven consulting.
Request Intro
19

Mitchell Caplan ๐Ÿ”— LinkedIn Referral Partner

Marketing Operations & Agency Performance Consultant | Agency Appraisals, Process Design | Helping CMOs & Procurement Improve ROI & Agency Relationships
60.5
Score
ICP 65.0
Warmth 55.0
Authority 70.0
Activity 40.0
Strategic 60.0

Why

Mitchell Caplan is a senior marketing operations consultant with a strong agency and CMO network, making him a solid referral partner opportunity. There is moderate engagement from David Goodman (2 inbound reactions), indicating some relationship warmth but not a close personal connection.

Engagement Evidence

David Goodman has engaged with Mitchell Caplan's content twice (inbound reactions), but there are no comments or reposts, suggesting moderate but not highly personal interaction.

Next Move: Ask David Goodman for a brief, professional introduction to Mitchell Caplan, positioning it as a networking opportunity to explore mutual referral potential.
Request Intro
20

Rhonda M. ๐Ÿ”— LinkedIn Client

Business Development | Sales Management l Relationship Development/Management | Operations | General Manager I Strategy
58.0
Score
ICP 65.0
Warmth 45.0
Authority 70.0
Activity 40.0
Strategic 60.0

Why

Rhonda M. is a senior business development and operations leader with a strong management background, making her a reasonable ICP fit for B2B sales outreach. David Goodman has engaged with her content via inbound reactions, indicating a moderate but not highly personal connection.

Engagement Evidence

David Goodman has interacted with Rhonda's LinkedIn posts through reactions (likes), but there is no evidence of comments or personal messages, suggesting a moderate level of relationship warmth.

Next Move: Ask David Goodman for a warm introduction to Rhonda, referencing his recent engagement with her posts to personalize the request.
Request Intro
21

Ray Brunner ๐Ÿ”— LinkedIn Referral Partner

Sr. HR Consultant | Relationship Development | Business Development
57.8
Score
ICP 60.0
Warmth 55.0
Authority 70.0
Activity 30.0
Strategic 60.0

Why

Ray Brunner is a senior HR consultant with business development responsibilities, making him a potential referral partner with some buying influence. David Goodman has engaged with Ray's content multiple times, indicating a moderately warm relationship suitable for a warm introduction.

Engagement Evidence

David Goodman has engaged with Ray Brunner's LinkedIn posts three times (two comments and one repost), showing above-average interaction but lacking clear evidence of a personal relationship.

Next Move: Ask David Goodman for a warm introduction to Ray Brunner, positioning it as a peer-to-peer networking conversation focused on mutual business development opportunities.
Request Intro
22

Art Wiederman ๐Ÿ”— LinkedIn Referral Partner

Marketing and Sales Consultant | Perimetrics, Inc.
57.0
Score
ICP 60.0
Warmth 50.0
Authority 65.0
Activity 40.0
Strategic 65.0

Why

Art Wiederman is a senior marketing and sales consultant in the dental industry, with demonstrated engagement from David Goodman. While not a direct buyer, Art is well-positioned as a potential referral partner given his industry focus and consulting role.

Engagement Evidence

David Goodman has engaged multiple times (comments and regular interactions) with posts relevant to Art's industry, indicating awareness and some relationship, though no evidence of highly personal comments.

Next Move: Ask David Goodman for a warm introduction to Art, positioning the conversation as a peer-to-peer networking opportunity to explore mutual referral potential in the dental sector.
Request Intro