Vetted P&L Management Professionals

Paul Kasinski

Screened ReferencesStrong rec.

Executive CIO/CTO specializing in enterprise transformation across retail, e-commerce, and AI

Santa Monica, CA17y exp

“Senior technology executive (CTO/SVP Technology, also board member) with experience modernizing legacy environments and scaling teams in high-growth and PE-owned contexts. Architected a standardized enterprise platform (ERP/WMS/CRM/POS/eComm/DWH/BI/integration) to rapidly migrate acquisitions—moving 7 companies in under 3 years and cutting migration timelines ~4x—while also driving major org redesign and hiring acceleration (30+ hires in 6 months).”

“Explored a digital notarization startup concept in 2020 that stalled due to COVID-era inability to secure VC seed meetings; later saw the market validate the idea via a comparable acquisition (~$57M, per candidate). Now more interested in driving innovation and simplifying complex customer experiences within an established organization, using a highly structured, metrics-driven product execution approach.”

Benjamin Staeheli

Screened

Executive banking operations leader specializing in transformation, BPaaS, and payments

Zürich/Berne, Switzerland29y exp

“Operator with private-equity-backed scaling experience who standardized and automated global service delivery into a centralized CoE model to improve scalability and unit economics. Led company-wide Toyota Kata adoption (100+ processes improved) and an enterprise AI implementation generating $10M net contribution, with strong PE board communication and metric-driven execution.”

“Operations and scaling leader who launched Management Events' Germany office from 0 to 10 employees and advised HQ on scaling into mature European markets (Germany/UK/France). Also has Intel and Microsoft experience taking local best practices global, including scaling the Microsoft Virtual Academy worldwide, plus recent executive mentoring via nonprofit board leadership (co-chair at United Planet).”

“Former corporate retail leader (25 years) who recently launched a boutique consultancy and has already advised ~12 early-stage founders. Specializes in installing disciplined but lightweight operating systems across merchandising, inventory planning, and wholesale readiness—driving outcomes like +53% YTD growth for a D2C/wholesale apparel brand and rebuilding a NYC candy brand’s margin structure ahead of major wholesaler launches in 2026.”

“Investor/sourcer from Morgan Stanley Expansion Capital focused on vertical SaaS, with a structured system for high-volume founder outreach (30–50/week) and thesis-driven messaging. Has originated cold outbound conversations (e.g., Elevate, Rockbot) and owned end-to-end diligence work including SaaS metric analysis, operating model building, and internal decision memos/partner updates.”

Carrie Vincent

Screened

Executive Design & Strategy Leader specializing in global studio leadership and service innovation

Seattle, WA29y exp

“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.”

Raymond Otero

Screened

Director of Customer Experience & Success specializing in regulated cloud and agentic AI transformation

Philadelphia, PA28y exp

“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.”

“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.”

“Serial game publishing builder who has helped raise $300M+ across multiple rounds for four publishers. Deeply embedded in the SF/LA VC ecosystem and actively advises clients through pitch rounds, emphasizing data-driven narratives, timing, and investor relationship-building in highly scrutinized markets.”