Vetted Training Professionals

Jeannine Brooks

Screened ReferencesModerate rec.

Executive product and delivery leader specializing in enterprise software and FinTech

Shelton, CT26y exp

“Product leader in accounting software who drove a legacy desktop application’s transition into a cloud SaaS platform, including security redesign, browser-based UX modernization, and ML-assisted accounting workflows. Stands out for combining deep domain knowledge in finance operations with practical change management, stakeholder alignment, and team leadership that improved quality while cutting backlog nearly in half.”

“Recruiting leader with ~5 years managing recruiter teams while remaining hands-on in executive search (Director through C-suite). Strong track record partnering closely with HRBPs and executive stakeholders in the beverage industry, including advising a startup founder through a confidential CMO replacement and delivering a successful hire. Drove recruiting lifecycle improvements by standardizing reference-checking with role-level templates and team training.”

Jaime Getz

Screened

Executive Finance & Operations Leader specializing in FP&A and multi-site operations

West Sacramento, CA25y exp

“Fractional CFO who built a replicable six-week client onboarding and analysis framework (cash flow management, labor, profit growth, staff optimization) that helped scale to 25 clients within ~11 months. Strong in cash-flow constrained environments, using invoicing and payment-timing optimization plus scenario modeling to coach founders/executives on margin and bottom-line impact.”

“Project management leader with experience delivering enterprise and SaaS implementations across education, financial services, healthcare, and nonprofit/public-sector environments. Notably led delivery of a large-scale K-12 state testing platform at American Institutes for Research used across 26 states, and has since grown from project coordinator into senior PM leadership while managing portfolios of 5 to 8 concurrent projects.”

Smit Patel

Screened

Senior operations and systems builder specializing in AI-enabled business operations

Hackensack, NJ8y exp

“Worked at a startup B2B catering company and framed the business as both logistics and product-driven, showing an operations-oriented view of food service. Described taking on multiple functions in an early-stage environment, including hiring, networking, and helping think through how to scale and win more clients.”

“Cross-functional operator and executive partner with experience leading ERP implementations, process redesign, quality initiatives, and platform/new-market launches. Known for building governance and executive-briefing systems that reduce operational noise, protect leadership bandwidth, and keep large multi-division organizations aligned—while maintaining discretion during sensitive restructurings.”

“Chief of Staff and public-sector leader who has stood up new functions from scratch—hiring 26 people and building governance/processes across 8 locations—while navigating high-stakes regulatory stakeholders. In industry, implemented OKRs and performance systems (Leapsome) and led change communications to improve executive productivity and cross-team accountability.”

Krista Latter

Screened

Senior People Operations & Talent Acquisition professional specializing in recruiting operations

28y exp

“Full-desk recruiter with experience running an end-to-end search for a Social Media Manager at a creative agency, sourcing primarily via LinkedIn and Instagram and advising on compensation range/offer approach. Uses a structured slate-by-level method to clarify ambiguous requirements and a green/yellow/red pipeline health system to prioritize multiple concurrent searches while maintaining hiring manager alignment.”

“Longtime Aptima product leader who turned a nominal DoD measurement 'suite' into a configurable cross-branch performance assessment platform deployed to Army, Navy, and Air Force users. Brings a rare mix of defense training, human performance science, AI/cybersecurity product work, and deeply user-centered UX thinking, including innovations like video tagging for live evaluation workflows.”

Katie Sullivan

Screened

Senior Product Manager specializing in K-12 EdTech SaaS and AI

Houston, TX13y exp

“Edtech product leader with hands-on experience building from zero to MVP, pivoting based on user research, and shipping both AI tutoring and content recommendation products. They combine strong human-centered AI judgment with practical execution across K-12 learning workflows, global hardware/software collaboration, and team leadership.”

Kevin Shannon

Screened

Executive sales leader specializing in FinTech and Enterprise SaaS

New York, NY35y exp

“Enterprise SaaS sales leader with 17+ years across fintech, healthcare, technology, Fortune 500, and SMB markets. Has led teams of up to 32, exceeded ARR quotas up to $1M, and personally drove a complex 14-month, multi-year enterprise agreement with a global financial institution by combining MEDDICC discipline, executive engagement, and deep cross-functional coordination.”

“Global HRS Process Manager focused on talent/recruiting operations who led a Jobvite ATS implementation and broader talent platform integrations. Known for redesigning req approval and interview workflows—cutting interview rounds to three and reducing approval layers—resulting in a 30% reduction in time-to-fill, while also building executive-ready recruiting dashboards for finance and leadership.”