Vetted Strategic Planning Professionals

“Operations/finance leader who joined Google during a rapid growth phase (circa 2007–2008) and built foundational analytics and governance systems across revenue, partnerships, and global marketing finance. Known for shifting organizations from qualitative/"feel" decisions to metrics-driven quota setting, deal evaluation (including cannibalization and margin thresholds), and ROI-based marketing budgeting while aligning senior stakeholders like CFO and CMO.”

“COO/CFO and startup co-founder (Gratia, Inc.) who has built operational infrastructure end-to-end across finance, contracts, resourcing, and talent management. Has scaled multiple early-stage businesses (<$20M revenue) and supported outcomes including a sale to a private equity-backed strategic buyer, with a pragmatic approach centered on clear processes, stakeholder alignment, and leveraging tools like QuickBooks, Bill.com, HubSpot, and Salesforce.”

“Hands-on engineering leader currently at Vianai (GenAI enterprise applications) building AI-assisted data exploration/insights products with Python and React. Previously Corporate VP of Digital Health at Samsung Electronics, where they helped close key partner deals by demonstrating API-driven openness and led a major Samsung Health modernization from monolith to microservices for horizontal scalability and faster, safer iteration.”

Jacob Zimmerman

Screened

Director-level Engineering Platform leader specializing in cloud infrastructure, SRE, and SaaS compute

New York, NY19y exp

“Longtime early-stage startup operator (since 1998) now running a solo consulting practice focused on SaaS infrastructure and platform strategy. Former angel investor in a medical information SaaS company that went public, with a strong focus on making prototype/demo systems enterprise-ready through efficiency, reliability, and performance improvements, and a nuanced view of how AI/LLMs may change engineering team models.”

“People operations and talent acquisition leader who was handpicked to launch the first Google Operations Center in the U.S., building the entire hiring and people-program infrastructure from the ground up (including selecting/configuring Greenhouse). Experienced scaling in new markets using deep talent intelligence and transferable-skill frameworks, and currently advises founders as a board member for a talent acquisition startup with a data-and-benchmarks-driven operating cadence.”

“Former Bain strategy consultant with ~3 years experience and an MBA, with examples spanning turnaround work, consumer goods market assessment, and strategic planning. Demonstrates strong executive alignment habits (disciplined updates, no-surprises communication) and operational leadership, including training teammates on Tableau via templates to scale productivity.”

Paul Boehms

Screened ReferencesStrong rec.

Executive COO/CFO specializing in operational excellence, finance transformation, and M&A integration

Grand Rapids and Detroit, MI25y exp

“COO/operator with 12 years in law firm environments who founded an HR consulting startup under Clark Hill PLC, building the full go-to-market, pricing, and standardized service delivery playbooks (including a payroll-percentage fractional HR retainer model). Lean Six Sigma Black Belt with proven results in both manufacturing (raising rooftop AC output from 20 to 50 units/week) and professional services (cut ~1 week from invoicing to improve cash flow). Also runs financial operations for a fast-growing nonprofit sports club (600+ participants).”

Bill Eichen

Screened

Executive product and business leader specializing in AI, semiconductors, and growth strategy

Palo Alto, CA23y exp

“Candidate indicated they have a business plan or startup and referenced Gimmelfund.com, a VC fund in Palo Alto. They also stated they are very familiar with the venture capital, studio, and accelerator landscape, but provided limited detail during the screen.”

“Early-stage operator who has been with Narravance, Inc. since inception, building core internal functions (Legal, Compliance, HR) and designing COO/CFO capabilities. Hands-on experience with startup finance operations including cap table management in Carta, closing a SAFE, and creating/issuing a warrants program, alongside implementing a full policy/procedure framework and mentoring founders through high-stakes strategic tradeoffs.”

Monica SilvaGutierrez

Screened

Executive Operations & Chief of Staff leader specializing in org change, People Ops, and operational excellence

New York, NY18y exp

“Senior Program Manager and Chief of Staff at Google who led large-scale cross-functional transformation work, including centralizing program management across a 14,000-person global technical org. Known for building rigorous governance, executive communication cadences, and single-source-of-truth dashboards, while also optimizing executive time and managing sensitive, high-stakes information.”

Jimmie Lee

Screened

Executive Technology & Strategic Operations Leader specializing in AI governance and cybersecurity

Greater Seattle Area, WA25y exp

“Serial entrepreneur who has launched 9+ bootstrapped businesses and has repeatedly raised capital as a CTO for other startups, leveraging a 7,000+ funder network and a sales-like fundraising pipeline approach. Deeply embedded in the VC/studio/accelerator ecosystem for 15+ years and currently mentors/advises with Stanford Venture Studios, Alchemist, and Ignyte in Dubai. Recently left Meta and is specifically targeting CTO roles for the next 5–10 years.”

“Clean energy founder (Ishan "Summer") who built an energy storage/battery materials venture in 2022 focused on data centers and factories, raising $10M split between venture capital and government funding. Demonstrates end-to-end venture execution: multi-year market observation, team formation, customer/market validation, research collaboration, prototyping, and channel-partner-led go-to-market.”

“Startup and corporate venture builder with board/advisor/consulting experience across media-tech and automotive ventures, including helping launch NASCAR’s production and content creation arm as a standalone subsidiary. Has worked with 360° camera/content companies and AI-driven robotic camera/workflow products, and also built an entrepreneurship major track for a business school; seeks CEO role within a venture studio while taking a disciplined approach to personal financial risk.”