Vetted Forecasting Professionals

“Operations and consulting leader with ~30 years’ experience scaling and stabilizing creative/consulting organizations, including growing frog’s Seattle office from a 3-person seed team to nearly 60 and serving as interim MD at ustwo. Known for diagnosing friction across people/projects/P&L, implementing operating rhythms and stage-gated delivery systems, and driving profitability improvements through client rate-structure redesign and executive decision-making coaching.”

“Founder of a self-funded side advisory (e-Regency Advisory Services LLC) focused on helping early- and growth-stage technology companies improve customer experience, modernize cloud platforms, and build customer success/operations strategies leveraging AI. Has worked closely with founders and startup leadership teams and has supported companies as they prepared for or pursued funding, bringing a pragmatic, operationally disciplined approach to validating and scaling new ideas.”

“PMO consultant with experience delivering regulatory and compliance-driven programs across financial services and government healthcare, including Citibank MRA remediation (Helios) and Ohio Department of Medicaid enterprise release management. Known for proactively consolidating fragmented project data into executive-ready reporting, driving cross-functional alignment, and operating with strong discretion in regulated environments.”

“Business Manager/Chief of Staff with 20+ years in investment banking (Barclays, HSBC) leading cross-functional governance across IT, Ops, Finance, Compliance, and Risk. Notably helped launch and operationalize a new TRS on leveraged loans trading desk at Barclays, including building a bespoke trade-booking system and scaling the business from $0 to >$20B AUM, later becoming the largest TRS desk globally.”

“Operations/finance transformation leader with experience in large healthcare organizations (e.g., PacifiCare and KP), brought in to stabilize and modernize operating cadence during high-change periods. Known for applying lean/agile methods (value-stream mapping, 2-week sprints, kanban, RACI) to build KPI single-sources-of-truth and scalable analytics operating models, delivering 40%+ cycle-time/rework reductions and improved forecasting/decision velocity.”