Vetted Strategic Planning Professionals

Jose Bracho

Screened ReferencesStrong rec.

Executive Finance & Business Leader specializing in international operations and energy

Curacao, USA30y exp

“Operations-focused advisor with a structured approach to helping early-stage/growing companies scale: assesses processes and org design, applies Lean/BPR-style improvements, and executes phased rollouts with KPI monitoring. Has experience mentoring overwhelmed founders during rapid growth, with hands-on guidance around scaling sales teams, improving customer satisfaction, and maintaining culture while making strategic decisions.”

Sampad Ghosh

Screened ReferencesStrong rec.

Senior Operations & Project Manager specializing in client success and workflow optimization

Brooklyn, NY9y exp

“Project/operations coordinator who helped spin off Cannabiz Advisor from an accounting firm, coordinating tax/accounting, marketing, sales, and client onboarding/training to launch the new service line and build a book of 30 clients within a few months. Also implemented a sales performance cadence at Orion Mobile with the VP of Sales, combining weekly metric reviews with structured rep action plans.”

“Seasoned entrepreneur with over 25 years of experience who has raised capital for both his own companies and others, primarily through private equity and angel investors. Currently exiting his last company and open to either launching a new startup or stepping into a leadership role, with a strong bias toward disruptive, high-growth businesses that can leverage AI.”

Stephanie Kline

Screened ReferencesStrong rec.

Executive Content Strategy & Thought Leadership Leader specializing in B2B growth

North Carolina, US13y exp

“Chief-of-Staff / operations leader who has scaled creative and production organizations through hyper-growth, including growing a creative team from ~30 to 200+ while improving turnaround times and protecting margins. Acts as a founder force-multiplier by installing operating cadences, dashboards, and decision systems, and has built scalable editorial and motion-graphics pipelines tied to growth metrics (e.g., ~$2 CPI and seven-figure media spend scaling).”

Dewayne DeRozzo

Screened ReferencesStrong rec.

Executive Strategy & Operations Leader specializing in SaaS, AI, and GTM transformation

New York, NY13y exp

“Ops/tech program leader who supported the national rollout of the 988 Suicide & Crisis Lifeline by building an enterprise OKR system and implementing Asana + real-time dashboards across technology, operations, clinical support, and communications. Has led a 15-person team and repeatedly improves executive productivity through pragmatic tool rollouts (HubSpot, SharePoint/Confluence, Slack/Zoom) and lightweight integrations.”

Douglas Green

Screened ReferencesModerate rec.

Executive sales and marketing leader specializing in language services and healthcare

Austin, TX27y exp

“Mission-driven builder focused on transforming education by embedding entrepreneurial mindset training into student learning. Already runs a fellowship for Alpha School/University of Austin students and is developing FounderOS, a remote cohort-based platform built on an entrepreneurial knowledge graph, learning science, and gamification. Brings unusually deep ecosystem knowledge from studying 1,000+ global founder programs.”

“Organizational effectiveness manager and sustainability lead at Bifernandes Hermanos (major Puerto Rico consumer goods company) who built the internal operating structure and culture needed to sustain rapid growth. Combines Lean Six Sigma/Prosci change management with coaching and systems thinking to deliver measurable engagement gains (25% climate survey improvement, 40% engagement boost) and scalable, repeatable operating rhythms for teams and founders.”

Kenneth Spenard

Screened

Executive Business Owner specializing in operations, finance, and growth strategy

Scarborough, Maine32y exp

“Operator/owner with hands-on experience acquiring and optimizing a moving & storage business, including selecting and implementing a CRM/CSM system that doubled the sales sign rate (33% to 67%) and streamlined estimating. Strong in KPI/cash-flow-driven operational improvement, warehouse/storage workflow design, and mentoring founders/executives by reverse-engineering goals into executable plans; previously co-built and sold a scaffold company after 13 years.”

Joey Mule

Screened

Technology executive and engineering leader specializing in Automotive SaaS

17y exp

“Engineering leader who built the MVP and scaled iService Auto into a fixed-ops platform for dealership groups, aligning a dealer-driven roadmap to churn/revenue outcomes and preparing the company for strategic acquisition. Led a major modernization from a legacy Symfony monolith to a React frontend with a Symfony JSON API using feature-flagged incremental migration, while growing and retaining a ~20-person engineering team through the acquisition.”

Reena Nikam

Screened

Senior Ad Operations Manager specializing in digital and programmatic media

Mumbai, India16y exp

“Performance marketer with hands-on ownership of a high-spend, highly seasonal e-commerce account for a niche product, managing an $850k budget across DV360, Google Ads, Meta, and PMax. Stands out for combining structured testing, cross-channel attribution, and weather-based targeting to drive 30% YoY sales growth and exceed ROAS goals by 10x. Currently open to remote roles after a personal break and ready to re-enter at full speed.”

“Built football recruiting and athlete advisory experience through youth sports coaching and a West Coast talent pipeline, including helping families navigate contracts, exposure, and player development. Describes hands-on work sourcing opportunities, evaluating prospects, and supporting one SoCal athlete from 8th grade development through a scholarship to San Jose State.”

“Public sector sales leader with hands-on experience running direct, online, and partnership channels, generating over $2M in revenue and 85% retention. Built and coached teams across mid-market and government segments, with a practical playbook around consultative/value selling, compliance-aware selling, rigorous CRM discipline, and closing municipal deals such as Euless Power and Water.”

“Sales leader with experience spanning government/military and industrial markets, including a standout win at Crushproof Tubing where he helped replace a military breathing hose specification dating back to the 1950s. That redesign-driven public sector deal grew into nearly $3M in annual sales and remains with the company, while he also built sustained 30% YoY growth in the agriculture segment for four consecutive years.”

“Backend engineer with deep experience modernizing a provider credentialing/compliance platform with multiple upstream/downstream integrations. Focused on building predictable, scalable REST APIs (primarily ASP.NET Core; framework-agnostic approach applicable to FastAPI), improving performance via DB/query optimization, and hardening workflows with idempotency, transactions, feature flags, and strong auth/RBAC patterns.”