Vetted Chief of Staffs in the NYC Metro

“Corporate Development Manager at FalconX with a rare blend of Credit Suisse tech investment banking, Serent Capital private equity, and hands-on fintech/crypto M&A execution. Has helped build FalconX's M&A strategy, close 3 acquisitions and 15+ strategic investments, and now leads integration for the 21Shares deal with a stated ~$50M revenue synergy target by 2027.”

“Operations/program leader who partnered closely with a COO to drive transformation initiatives (compliance workflow automation and budgeting redesign), implementing governance cadences and executive dashboards to improve alignment and decision speed. Managed a $120MM operating budget and successfully delivered regulator-mandated resolution planning under tight timelines, while maintaining strict discretion during restructuring work involving sensitive HR data.”

“Finance and operations executive who rose from FP&A into VP Operations, Chief of Staff, and CFO roles across Fortune 500, startups, advisory, and a boutique law firm. Particularly strong at high-stakes transformation work—sell-side diligence, carve-outs, executive alignment, and revenue-operations redesign—especially in subscription and high-growth environments where financial insight must quickly translate into organizational action.”

“Transformation and integration leader with experience spanning Morgan Stanley, Exiger, and Cisco, focused on helping organizations execute through acquisitions, large-scale change, and operational complexity. Particularly compelling is their blend of enterprise M&A integration expertise and practical AI modernization work, including leading a RAG/LLM-based diligence initiative across 13 functional domains.”

“Startup operator and chief-of-staff-style strategic ops leader who has repeatedly built executive and delivery infrastructure from scratch in fast-moving, founder-led environments. Most notably, they created lightweight operating systems at The Suite and scaled Chief’s facilitator network from 0 to 500+ in six months while increasing capacity 150% and improving CSAT/NPS.”

Jesse Margareten

Screened

Executive strategy and operations leader specializing in financial services and public policy

New York, NY7y exp

“Operator with experience spanning EY audit, startup strategy/operations, Google, and bank strategy at BHI. Brings a rare mix of financial analysis, startup execution, big-tech operating rigor, and financial-institution product implementation, including DocuSign digitization, a white-labeled credit card launch, and CDARs rollout.”

“GE leader with 10 years of experience spanning software development, internal audit/consulting, and Chief of Staff leadership in GE Digital. Stood out by operating as the cross-functional execution engine for a $100M software business, driving measurable outcomes including $2.5M in AWS savings, 20% defect reduction, and $4M in audit adjustments. Combines executive-level strategy, analytical rigor, and hands-on change management across engineering, finance, legal, and security.”

“Startup operator turned founder with unusually broad ownership across product, GTM, finance, and operations. Helped scale Agora RE post-Series B from $1M to $3M ARR in a year by building the company’s revenue operating system, and previously worked on monday.com’s apps marketplace, now a major revenue driver.”

“Cross-functional operator with experience at Amazon and Airbus, known for building executive-facing systems (dashboards, AI-enabled project management, operating cadences) that improve communication and efficiency. Has handled high-pressure, multi-timezone priorities and customer-facing technical escalations using structured documentation and frequent stakeholder updates, while maintaining discretion in sensitive situations.”