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Vetted Strategic Planning Professionals

Pre-screened and vetted.

Strategic PlanningStakeholder ManagementProject ManagementVendor ManagementChange ManagementProcess Improvement
JC

John Clarke

Screened

Executive Finance & Strategy Leader specializing in Big Tech and capital allocation

Los Altos, California34y exp
GoogleINSEAD

“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.”

Strategic PlanningComplianceBudgetingTeam LeadershipFinance StrategyCorporate Finance+72
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ST

Sarah Tomita

Screened ReferencesStrong rec.

Executive COO/CFO and strategy advisor specializing in high-growth consumer and services businesses

Menlo Park, CA20y exp
Gratia, Inc.Yale University

“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.”

Operations managementStrategic planningBusiness developmentMentoringHubSpotSalesforce+68
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NA

Nana Amoah

Executive Product & Partnerships Leader specializing in Responsible Tech, Privacy, and Equity

Washington, DC24y exp
YENSI GroupUniversity of Oxford
Strategic planningGo-to-market strategyStakeholder managementTeam leadershipMentoringProgram management+110
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JA

Jack Ahn

Screened

Executive Technology & R&D Leader specializing in Generative AI and Digital Health

Palo Alto, CA23y exp
Vianai SystemsStanford University

“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.”

Amazon DynamoDBAmazon EMRAmazon KinesisAmazon RedshiftAmazon RDSAnalytics+158
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JZ

Jacob Zimmerman

Screened

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

New York, NY19y exp
AddeparMIT

“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.”

AnsibleBashCCloud computingCloud-native architectureCross-functional collaboration+94
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JB

Jill Brant

Executive consumer brand advisor and investor specializing in CPG growth strategy

New York City, NY27y exp
BluelandHarvard Business School
Strategic planningCross-functional leadershipTeam leadershipBoard governanceAdvisoryInvestment committee participation+48
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CL

Chris Louie

Executive marketing and talent leader specializing in employer branding, recruiting innovation, and AI workforce transformation

Toronto, Canada26y exp
Dye & DurhamColumbia University
Go-to-market strategyStrategic planningStakeholder managementMarketingMarketing strategyProduct marketing+58
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CK

Christopher Kirby

Executive-level Institutional Client Solutions leader in multi-asset investing and wealth distribution

New York, NY7y exp
BlackstoneUniversity of Pennsylvania
Go-to-Market StrategyBusiness DevelopmentStrategic PlanningMarket ResearchMicrosoft OfficeSQL+44
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CN

Corey Noone

Staff Data Scientist specializing in machine learning, deep learning, and big data

Mountain View, CA15y exp
WaymoMIT
PythonRSQLJavaScalaMATLAB+80
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JS

John Souther

Executive Digital & Technology Leader specializing in enterprise transformation, IoT, and e-commerce

Palm Beach Gardens, FL17y exp
CarrierHarvard University
AgileBudget managementChange managementCI/CDCloud-native architectureCost optimization+81
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CM

Carla McIntosh

Screened ReferencesStrong rec.

Executive Global Talent Acquisition & People Transformation leader specializing in IPO readiness

Atlanta, GA33y exp
Syelo VenturesUniversity of Maryland Global Campus

“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.”

Workforce planningStakeholder managementPerformance managementProcess improvementleadershipTalent acquisition+116
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ND

Niccolo de Vecchi

Screened ReferencesStrong rec.

Mid-level Management Consultant specializing in due diligence and value creation

Milan, Italy3y exp
Bain & CompanyColumbia University

“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.”

Go-to-market strategyTableauTeam leadershipStrategic planningBusiness planningFinancial modeling+71
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PB

Paul Boehms

Screened ReferencesStrong rec.

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

Grand Rapids and Detroit, MI25y exp
Warner Norcross + Judd, LLPWharton School

“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).”

Budget managementBusiness developmentChange managementData analyticsProcess improvementProgram management+82
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MS

Monica SilvaGutierrez

Screened

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

New York, NY18y exp
Equis LabsUSC

“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.”

Data AnalysisStrategic PlanningPerformance ManagementProcess ImprovementVendor ManagementProgram Management+78
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AS

Andrew Sherman

Screened

Executive General Counsel & Board Director specializing in financial services governance and M&A

Hastings-on-Hudson, NY34y exp
FreelanceColumbia University

“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.”

Strategic PlanningRegulatory ComplianceStakeholder ManagementNegotiationCorporate GovernanceBoard Governance+71
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SG

Summer Guo

Screened

Executive Venture Capital Investor specializing in AI, robotics, and energy infrastructure

Palo Alto, CA12y exp
SV Tech VenturesWharton School

“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.”

BudgetingBusiness DevelopmentChatGPTCloud ComputingComplianceData Visualization+78
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TZ

Travis Zimbelman

Executive Operations & Program Management Leader specializing in Legal Ops and Tech

Minneapolis, MN19y exp
MetaNorthwestern College
A/B testingAnalyticsBudgetingChange managementComplianceCost optimization+44
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HO

Hal Oreif

Executive Technology Leader specializing in AI/ML and Cloud Transformation

Los Angeles, CA28y exp
AmazonAlexandria University
Generative AIRetrieval-Augmented Generation (RAG)Machine LearningComputer VisionMLOpsCRM+139
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SB

Sophie Book

MBA Candidate and Strategy Analyst specializing in growth strategy, EdTech, and climate tech

London, United Kingdom4y exp
KestrixHarvard Business School
Strategic PlanningGo-to-Market StrategyProduct ManagementProcess ImprovementStakeholder ManagementProject Management+28
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ER

Edwin Rivera

Executive finance and operations leader specializing in corporate finance, FP&A, and compliance

Woburn, MA20y exp
The Boston Solar CompanyHarvard Business School
Strategic PlanningRisk ManagementRegulatory ComplianceVendor ManagementCost OptimizationContract Negotiation+42
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DF

Daniel Farrar

Executive CEO and Board Director specializing in global SaaS, Cloud, and AI growth

San Francisco, CA37y exp
Assembly SoftwareHarvard University
Strategic PlanningBusiness DevelopmentSaaSCloud ComputingTeam LeadershipGo-to-Market Strategy+46
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NR

Natasha Reddy

Executive Business Development & Partnerships Leader in Energy and FinTech

New York, NY13y exp
PorosityHarvard Business School
Business developmentContract negotiationGo-to-market strategyOperations managementProduct managementRegulatory compliance+35
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SJ

Shirley Justice

Screened ReferencesStrong rec.

Executive Supply Chain & Operations Leader specializing in global sourcing and transformation

Beaverton, OR37y exp
Virtual SupplyUniversity of Oregon

“Operations leader/advisor experienced in bringing structure to early-stage/growing companies by connecting Vision-Mission-Strategy to execution via roadmaps, accountability, and KPI scorecards with defined operating cadences. Demonstrated measurable impact by redesigning sales compensation around margin by product/retailer, improving profitability by 4 points within six months, and has reported directly to founders/CEOs with sales and finance backgrounds.”

Strategic planningBusiness developmentChange managementTeam leadershipBudget managementCustomer service+114
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BS

Bill Schlageter

Screened ReferencesStrong rec.

Executive CIO and transformation leader in global ERP, modernization, and M&A integration

Lancaster, Pennsylvania24y exp
Schlageter & CompanyNortheastern University

“Board member/advisor to a mid–$10M revenue company aiming for $100M+, focused on portfolio trimming, analyst-quadrant positioning (Gartner/Forrester/ISG), and building scalable commercial operations. Has driven org redesign (separating marketing and sales), CRM rollout (Salesforce) alongside existing Dynamics accounting, and coaches founders to adopt metrics, messaging discipline, and delegation for global scale.”

AnalyticsAutomationChange managementComplianceCRMRisk management+98
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