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Vetted Strategic Planning Professionals
Pre-screened and vetted.
Executive technology leader specializing in telecommunications and enterprise IT
Executive Engineering Leader specializing in data platforms and SaaS
Daniel Schwartz
Executive Sales & Operations Leader specializing in growth, process improvement, and manufacturing
“Operations executive (Plant/Operations Manager → COO/CEO) with hands-on experience launching a greenfield manufacturing plant for Deluxe and driving Lean/cellular transformations. As COO/CEO at Midland Radio, grew the business from ~$40M to ~$63M in 4 years, scaling marketing headcount (3→15) and building 9 sales channels while optimizing manufacturing layouts and cross-training teams.”
Michelle Coblentz
Senior Operations & Business Process Consultant specializing in change management and quality systems
“Operations and quality systems advisor who helps early-stage companies professionalize quickly—implementing ISO 9001-aligned document/vendor management, SOPs, and contracts while coaching founders through change. Has driven measurable process improvements across manufacturing and healthcare/clinical operations, including escalating a nurse productivity issue into a CAPA/IT fix that improved workflows for hundreds of nurses. Known as a cross-functional "Connector" who blends strategic guidance with hands-on execution and human-centered design.”
Emily Hottal
Director-level Product Leader specializing in AI, data, and customer engagement SaaS
“Senior product leader at Airship driving both major platform modernization and the company's AI transformation. They led a contact-centric rebuild touching nearly the entire customer engagement platform, then built an AI recommendations product on Vertex/Gemini with a design-partner rollout model. They also bring rare depth across analytics, experimentation, personalization, and email marketing, plus experience rebuilding PM teams and shaping product strategy with executive leadership.”
Jacob Boyle
Senior business analytics consultant specializing in pricing and go-to-market strategy
“Consultant with an unusual blend of federal contracting, cybersecurity engagement leadership, and PE-backed commercial strategy work. Completed a Master's in Business Analytics while working full time, then drove analytically intensive pricing and go-to-market projects at Blue Ridge, including a tax software engagement with $13-27M projected first-year impact and a self-identified $3-4M opportunity.”
Ian Herbst
Executive Operations Leader / Chief of Staff supporting federal, defense, and museum leadership
“Senior executive operations leader with experience supporting top leadership at the Smithsonian Natural History Museum and the Defense Health Agency. Built executive-facing tracking systems (Excel/SharePoint), implemented meeting-time standards (25/50), and led large-scale initiatives including multi-million dollar exhibits and a 25,000-person keynote event, with deep discretion from long-term military security clearance.”
Michelle Gundy
Executive Chief of Staff and operations leader specializing in government and organizational change
“Former Army leader turned communications executive, startup founder, and public-sector operator who has repeatedly built functions from scratch in ambiguous, high-stakes environments. Unusually broad profile spanning global SaaS scale-up leadership, major construction and facilities operations, and NYC government executive management, with measurable impact including a 61% backlog reduction and oversight of 57 buildings plus $97M+ in budget.”
Joseph Bonassar
Executive General Counsel specializing in global risk, compliance, and complex litigation
“First in-house General Counsel multiple times, brought in during high-change environments (notably Neopost’s acquisition of Hasler) to build corporate structure and operational/legal systems from scratch. Known for embedding contract management and governance into end-to-end workflows and for standardizing complex dealer distribution networks via pilot-and-scale approaches. Also led a first acquisition at a multinational specialty chemical company (Dymax) and currently advises a startup consolidating dental practices.”
Cendy Hernandez
Executive People & Culture (HR) leader specializing in org design, compensation, and change
“People/HR leader with deep compensation expertise who built a company’s first enterprise-wide compensation framework, including benchmarking and pay equity analysis, partnering closely with executives to improve transparency, satisfaction, and reduce turnover. Demonstrates strong systems-thinking and employee relations judgment (ADA/FMLA-aware), plus hands-on coaching and conflict mediation to improve leader effectiveness and team trust.”
Randall Agate
Director-level Sales Engineering leader specializing in enterprise SaaS
“Sales Engineering leader with 8 years of progression from Business Analyst to Senior Director, spanning LegalTech, private markets, and insurance SaaS. Stands out for combining hands-on enterprise solution consulting, security/compliance diligence, and architecture fluency with team scaling and operational buildout, including growing an SE org from 2 to 8 and earning multiple pre-sales awards.”
Alicia Chaney
Senior Talent Acquisition & Talent Development Leader specializing in early-career and workforce transformation
“Talent/Recruiting Operations leader who has managed teams up to 6 and specializes in fixing broken interview pipelines through workflow standardization, scheduling automation, and ATS analytics. Built real-time dashboards in Lever/ATS to track aging, time-in-stage, and req health, and drove a 20% reduction in time to interview while improving candidate experience and hiring manager visibility. Experienced leading cross-functional tool/workflow implementations with HRIS and IT for high-volume early-career hiring.”
Simon Sikora
Director-level XR/Unity Application Development Manager specializing in training simulators
“Unity XR/VR developer with extensive Meta Quest experience who shipped a high-performance Quest 2 training simulation for a major pharmaceutical manufacturer, emphasizing 90 FPS optimization and highly accessible, low-UI interaction design validated by elderly user testing. Built a largely solo VR game end-to-end (assets, UI, audio, optimization, input) and standardized on OpenXR with custom solutions to stay future-proof amid changing VR SDKs; has also served as lead developer and service delivery manager.”
Bryan Vergel
Director-level sales leader specializing in revenue operations and client experience
“VP-level revenue leader with experience running a 50+ person, multi-function revenue organization spanning call center, intake, sales, onboarding, and customer experience. Brings strong operational rigor in forecasting, KPI design, compensation strategy, and cross-functional alignment, plus direct experience scaling fiber ISP market expansion and navigating complex, infrastructure-dependent enterprise deals.”
Ryan Beenken
Executive Chief of Staff specializing in executive operations and multi-sector strategy
“Chief of Staff to the family of Kevin Scott (CTO of Microsoft), serving as the first CoS to unify previously siloed teams and build an operating cadence for executive decision-making. Experienced running high-stakes, high-security events including a Presidential fundraiser/President Biden visit, coordinating with the presidential advance team and Secret Service while protecting principal priorities and privacy.”
Lew Donley
Senior Creative Design & Innovation Leader specializing in brand strategy and human-centered design
“Creative director/designer spanning high-polish marketing brand work and enterprise innovation: built a full podcast brand ecosystem and a cinematic historical visualization using Google Veo 3. Also led an AR/VR-assisted remote troubleshooting initiative at TriMas (HoloLens-style workflows), delivering a 40% MTTR reduction and cutting expert travel by 50%+ while standardizing reusable interaction components for global teams.”
Carlos Arambula
Principal & Senior Brand/Marketing Leader specializing in go-to-market, multicultural and digital growth
“Brand and growth marketer with experience spanning global CPG and corporate brands through to healthcare/pharma and financial services. Known for consumer-insight-led repositioning and measurable, digital-first acquisition (notably CTV), plus executing U.S. market entry and scaling distribution into major retailers and pharmacies within months.”
Kristopher Goins
Executive venture-stage CEO specializing in robotics, operations, and cybersecurity
“Former CEO of Foreman Technologies, a multidisciplinary tech company commercializing an autonomous painting robot, where they led early-scale operations and helped drive the business to #533 on the Inc. 5000. Brings rare operator-side startup experience spanning bridge financing, pricing and margin turnaround, operating infrastructure, and product-market alignment, and is specifically seeking an early-stage studio-style partnership to do it again from a stronger starting point.”
Jason Daniel
Executive Restaurant Operations Leader specializing in multi-unit growth and turnarounds
“Operations leader with repeated startup/entrepreneurial experience building internal operating systems from the ground up—creating department-by-department SOP/policy manuals and implementing KPI-driven management. Strong in diagnosing issues via operational/financial data and rolling out scalable people systems (structured interviews, training/certifications, onboarding) with retention measured across 14/30/60/90-day cohorts.”
Chris Solly
Executive CPG/Food Commercial Leader specializing in omnichannel growth and PE-backed value creation
“Operations/finance leader who repeatedly stood up full business infrastructure for early-stage expansions, including being employee #1 after a cross-country relocation and launching US operations for an Australian company. Also helped professionalize a ~$40M Patriot Supply Store by moving the business to GAAP/accrual accounting and building policies/processes to support a private-equity-ready exit.”
Andree Urcuyo
Director of Operations specializing in HR and global supply chain
“Operator/program leader from Keyo who builds the “operating backbone” for fast-moving teams—OKRs/KPIs, dashboards, SOPs, and tight decision cadences. Led end-to-end initiatives spanning supply/delivery stabilization, finance reporting/forecasting inputs, vendor alignment, and company-wide SOC 2 Type II compliance with centralized audit evidence.”
Guillermo Salas
Executive software engineering leader specializing in AI-augmented Healthcare SaaS platforms
“VP-level software engineering leader in a private-equity-backed company, overseeing a 50+ person org through aggressive growth and operational efficiency goals. Particularly strong in building the operating system around engineering—product-to-engineering governance, AI-augmented SDLC practices, ADRs, and feature-flag-driven delivery—to reduce ambiguity, dependency on institutional knowledge, and cycle time.”
Dean Graves
Executive Business Leader in corporate strategy, M&A, and global outsourcing/SaaS transformation
“US leader for Freeman Clark (fractional IT leadership services) who drove a >$1.5M capital raise tied to repositioning the US business as a standalone entity. Previously led a turnaround at Environmental Data Resources by unifying fragmented data/SaaS platforms and landing Wells Fargo and JPMorgan Chase on significant 5-year subscriptions through co-designed solutions; also has GTM leadership experience in a PE-backed startup (LogicSource) spanning sales through delivery alignment.”
Syed Muhammad Aun Jafri
Mid-level GTM Strategy & RevOps professional specializing in sales operations
“Startup operator with experience spanning Series D scale-up GTM strategy at Motive and earlier-stage marketplace operations at Fleek and BridgeLinx. Stands out for building operating infrastructure, redesigning sales compensation, and automating leadership reporting with measurable impact, including 12% sales efficiency gains, 40% less reporting overhead, and 9% better rep performance.”