Vetted Strategic Planning Professionals

“Operator/consultant with ~25 years of experience who co-founded and scaled a startup from “two people and a PowerPoint” to a $10M raise and eventual merger exit, building the full operational stack (HR, support, FP&A, investor relations) and scaling to 30+ employees plus 25–30 contractors. Has led rigorous compliance programs (HITRUST, SOC 1/2, PCI, HIPAA) and applies structured methodologies (Miller Heiman, Lean, Agile) while advising founders across sectors including defense tech, blockchain/Bitcoin, and food safety.”

“Chief of Staff / PMO leader at CAIS who built a firm-wide product & technology roadmap and delivery governance from the ground up, partnering directly with the executive committee to define OKRs and prioritization. Led cross-functional GTM readiness tracking and delivered major platform modernization (monolith to microservices) plus trade lifecycle automation in the alternative assets/independent financial advisor space, while also instituting financial discipline and vendor negotiations that saved millions.”

“Senior engineering/technology leader who has defined and delivered a multi-year roadmap to modernize platforms and embed AI, leading global teams through cloud-native and microservices migrations on AWS/Azure. Demonstrated measurable outcomes including 99.99% uptime, 40% fewer incidents, 25% faster delivery, 5x scalability, and $30M in new business opportunities, while scaling a 100+ person distributed org with strong OKR-driven execution and mentorship culture.”

“Growth marketing and marketing ops leader who joined a PE-owned SaaS business after $150M in annual sales and built the demand gen function from the ground up (roles, processes, tech stack, and reporting). Implemented SiriusDecisions-based lead processes, Salesforce-driven lead scoring/routing, and multi-touch attribution, then enabled sales via Challenger training—driving $231M in pipeline and improving marketing ROI to $6 pipeline per $1 spent.”

“Former COO at a venture firm who founded a consultancy/startup serving luxury apparel and accessories brands, with current paying clients acquired through her executive network. Focuses on operational and business strategy for luxury brands of African descent and runs end-to-end product development and sourcing across NYC/China with supplier links to Turkey and India; previously built a book of business at Morgan Stanley and advised startups.”

“Chief of Staff at a high-growth startup who helped scale the company from Seed through Series B while owning fundraising/investor & board relations and building an enterprise GTM motion. Led the first enterprise launch by aligning CEO/CTO priorities under severe engineering constraints, then helped scale an enterprise account to 10-figures in GTV within six months. Known for executive leverage (CEO proxy), company-wide planning/communication systems, and operationalizing enterprise CS/AM processes.”

“Early-stage founder building a service business targeting small clinics, already with one client. Identified the opportunity by helping a family member and then validating needs through direct client conversations; uses AI (including AI agents) for content generation and plans deeper workflow automation to scale cost-effectively.”

“Cross-functional operator with experience coordinating a medical device build across functions and time zones, emphasizing executive alignment and decision sign-off. Has also standardized customer-site product deployment processes and streamlined investment screening/reporting using Bloomberg and Excel automation to enable faster executive decision-making.”

“Engineering leader with experience across MSCI (Index business), Microsoft Teams (callings/meetings), and MSN Weather. Has led business-aligned roadmaps, scaled orgs (including an ~80-person Teams org during COVID demand surge), and delivered Azure-based, multi-region architectures achieving ~2000 RPS and 99.9% availability with improved RTO/RPO.”

“AWS advisory leader and long-tenured (4 decades) execution-focused operator who helps startups and enterprise "startup-like" business units scale operations through customer-centric mechanisms (Working Backwards/PRFAQ) and tech-enabled modernization. Delivered concrete process gains (e.g., ~30% faster mortgage workflow and ~10 manual handoffs eliminated via automation/microservices) and advises VC/startups on data/infra ops, AI-driven differentiation, and go-to-market positioning across multiple industries.”

“Recruiting and talent leader with experience managing recruiter teams at Citi (8) and Point72 (3), now advising recruiting teams and leaders. Partners directly with CEOs and board members on senior talent selection, executive coaching, and succession planning, and has driven process improvements such as implementing scheduling software and automation to shorten interview timelines and improve candidate experience.”

“Entrepreneur and senior executive who has raised capital and built a sophisticated, integrated agency platform spanning PR, design, exhibitions/live environments, and media placement; the business is currently in a sale process due to a major shareholder exiting the U.S. Strong premium-market positioning experience, leveraging C-suite access to validate opportunities and building human-centric, data-driven, AI-enabled service offerings across luxury/hospitality/culture/real estate/wellness.”

“Former COO of Paxos who joined near inception and helped scale the company to a $2.4B valuation, owning operations across nearly all functions and implementing core operating systems like OKRs and decision frameworks. Now advises and coaches early-stage founders through Lynx Collective (NYC startup community he founded), teaches a Startup Executive Bootcamp, serves as an NYU Stern adjunct professor, and sits on a public company board.”

“Former Special Assistant at the National Security Council with experience supporting senior federal executives and handling national-security-sensitive information. Helped stand up and standardize operations for a large-scale refugee resettlement effort (60,000 people), creating an executive-driven exception/escalation process and partnering with dev and data teams to prioritize agile sprint work and improve reporting accuracy.”

“Senior executive-operations leader who has run CEO-office functions at BNY (Head of the CEO Office) and supported scaling leadership teams at Public as Chief of Staff to Co-CEOs/Head of People. Known for building operating cadences (MBRs, offsites), creating decision-driving templates, and executing high-stakes weeks combining board governance, CEO travel/client engagements, and external communications with strong discretion.”

“Operations/Continuous Improvement leader with 25 years of Lean/Kaizen experience, including roles at Danaher and 10x Genomics. Known for building enterprise operating rhythms (True North + daily management) and developing internal CI certification programs, while delivering measurable quality and cycle-time gains (e.g., NCR/MRB lead time cut 47→14 days and FPY improvements via global test-equipment relocation).”