Vetted Strategic Planning Professionals

“Startup President in the liquor/spirits space with hands-on experience raising capital (from friends & family through family offices/venture) and leading a major pivot from DTC to wholesale. Built GTM plans, leveraged partnerships to secure distribution across 8 states, and launched an American Single Malt positioned as a category leader ahead of TTB ratification, including product/brand strategy and multi-market rollout.”

“People/organizational leader with hands-on experience managing global teams (India, Mexico, UK, Canada) and partnering with product/design/analytics leadership on org design, workforce planning, and restructuring. Drove measurable outcomes including engagement improvement (67% to 82%), reduced role ambiguity (15%), and faster hiring (25%) while scaling cross-functional product and analytics organizations.”

“Operations/PMO leader across IPG Mediabrands, Kinesso, and IPG Corporate with deep experience building executive governance systems and cross-functional operating rhythms. Led high-visibility transformations including a $36M global rebrand and created data-backed dashboards/cadences that improved efficiency (10–20%) and executive alignment, including oversight of a 175M monthly media spend analysis.”

Christina Vogel

Screened ReferencesStrong rec.

Executive Chief of Staff and Operations Strategist specializing in enterprise SaaS and compliance

Newtown Square, PA22y exp

“Operations/executive-support leader with Chief of Staff compensation expectations who routinely managed multiple cross-functional initiatives, including large customer conferences and strategic customer escalations. Created scalable digital onboarding (rewrote customer comms, built self-serve implementation materials and product onboarding videos) that eliminated workflow bottlenecks and increased customer adoption by a few hundred percent while keeping executives aligned through concise status updates.”

“Video editor/producer with ~15 years across Adobe Premiere and After Effects, including high-pressure live broadcast work at CNN handling rapid-turn 'crashing' graphics requests for shows like Anderson Cooper 360. Led post-production for a weekly 30-minute CBS affiliate program (Atlanta Eats), managing a multi-person editing team and standardizing graphics/templates. Currently an international video producer at Nestle, previously producing/managing YouTube content for Garden of Life.”

“CFO for PE-owned Catalyze Holdings (distributed generation solar + battery storage for C&I) brought in to professionalize a founder-led startup into an IPO-ready organization. Implemented IPO-readiness governance plus Procore and NetSuite (on time/on budget), established KPI and stage-gate operating rhythms, and drove change management that improved process clarity and reduced G&A spend.”

Stephen Boney

Screened ReferencesStrong rec.

Executive operating partner and global manufacturing leader in metals and packaging

Nashville, TN41y exp

“Operations and quality leader who co-founded and scaled a patented-product business in the retail paint industry to $400k+ revenue with ~50% gross margin, while maintaining perfect delivery and quality-return records through a disciplined supplier audit system. Former global quality leader at Novelis who used collaborative self-assessment frameworks to drive ~65% reduction in customer claims and mentor non-operations teams (including sales) in practical quality tools and loss reduction.”