Partnering with organizations and teams to excavate, author, and communicate their strategic Vision, align on strategy in service of that Vision, and build execution frameworks to achieve near term cross-functional outcomes. This combines with the leadership development, coaching and team effectiveness work Pivotal Transitions has been doing for 14+ years! Clients include Google, Salesforce, AB InBev, LPL Financial, Startups, and Scaleups

With the acquisition of OKR Advisors and the OKR Academy, the company now designs and delivers integrated leadership development, team effectiveness, and organizational strategy programs. Our offerings leverage an organization’s unique strengths to foster purpose-centered and outcome-focused transformations.

Consulting Partner helping organizations implement and uplevel their use of OKR framework for strategic planning and execution. Certified partners of Quantive, Microsoft's Viva Goals, and Profit.co among other OKR software. Clients include publicly traded financial services firm, VC funded b2b SAAS company, and national category-leading omni-channel retailer.

Real estate development, Direct InvestingDue diligence on operating businesses, start-ups, real estate investments and development opportunities. Capital raising for qualifying opportunities. Consulting on financial and operational strategy, OKRs, team development, contracts, partnerships, accounting, financial and operational modeling, moral support for entrepreneur partners. Active management of investments including operating and business development activities. Real estate development activities include entitlement, permitting, design and owners rep/construction management. Portfolio/Clients: VC funded SAAS start-up, Consumer products/e-commerce start-up (2), Frontier Tech/Data & Materials Mining start-up, AI SAAS L&D startup, Sports gaming startup, fitness studio franchisee, long/short hedge fund, seed-stage food products fund, and seed stage Fintech fund.

Facilitated the authorship of Fivetran's inaugural Strategic Plan by its Executive Leadership Team (ELT) and Department Leaders. Harnessing the learnings from Built to Last by Jim Collins, we identified Fivetran's Core Purpose to make access to data as simple and reliable as electricity as the foundation upon which the business flywheel perpetually spins in pursuit of the Company's Big Hairy Audacious Goal. Next, we leveraged this work to turn vision into execution by decentralizing planning down to nearly all teams and departments by setting good OKRs and authoring 15+ annual plans highlighting the key strategic objectives for 2021 and how teams will get them done. Lastly, we supported this ambition with a custom-built outsourced executive leadership coaching program and team effectiveness facilitations and trainings.

Following Resident Home's asset acquisition, JJ served as Level Sleep Brand's General Manager as Resident Home grew from ~$100mm in revenue to over $500mm

Deal Sourcing, Due Diligence, and Negotiation: Market and unit economic analysis, creating pro-forma operating model; Structure, negotiate and close agreement to acquire IP portfolio. Create business plan, pitch investors, and raise seed capital.Product Development, Sourcing, E-commerce, and Logistics: Refine product development and design; Secure vendors, build processes around materials testing, QC, procurement; Build process and best practices around supply chain, e-commerce stack, and logistics; Establishing operations KPIs, hire, train, and manage operations manager.Business Development and Sales: Build expertise, network and strategy to identify and test green-field sales channel and go-to-market strategy; Identify, recruit, train and support Value-Added Resellers through the sales funnel from lead to active contributor; Design SFDC processes; Build and manage team to pursue several varying sales channels, holding accountability through KPIs.Branding, Marketing, and Customer Happiness: Establishing a new brand, conduct process to identify the core customer, brand values and key messaging; Build customer-first culture with the technical tools required to implement full customer happiness program from review to return process; Exploring and testing various customer acquisition channels for ROI; Managing internal and external resources in PR, influencer and affiliate marketing, content and email marketing, paid search, display and retargeting, SEO, targeted social. Executive Leadership: Setting strategy, expectations, and accountability measures for development and fulfillment of all products, marketing and sales, financial and operating performance, HR, legal, admin to achieve multi-million dollar run rate within 1 year; Build and lead founding operating team to achieve performance goals. Use skills as servant leader and coach to collaboratively maximize performance and joy.

JJ is an Investment Advisor Representative for Sitka Pacific Capital Management, LLC, an Investment Advisory firm offering Absolute Return and Global Multi-Asset Class strategies.

Operational leader for absolute return investment manager utilizing global stock, bond, commodity and currency markets via ETFs and individual securities to build robust portfolios for individuals directly and via sub-advisory; Manage various aspects of business including operations, ETF research, selection, and trading, compliance, marketing, and business development; Regular communications with individual and advisor clients and prospects in person, formal presentations, print, and published works.

JJ joined Paragon in August 2001. He is a Portfolio Manager and Equity Research Analyst. J.J. is Co-Manager of the Paragon Enhanced Equity Fund LP. His primary responsibilities cover various areas of the investment management process, particularly investment research and analysis, portfolio management and trading, and performance measurement. J.J. has constructed multiple quantitative tools that are actively used in the fundamental equity research process. He has been responsible for the development of several new investment strategies, including ETF asset allocation strategies and an equity long-short strategy. He is a member of the Investment Policy and Equity Research Committees.

Founding Partner of Paragon Portfolio Strategies, LLC which is the General Partner of Paragon Enhanced Equity Fund, LP.Conceive, develop, field-test and launch a long-short equity strategy based on two distinct, but complementary approaches: A quantitative, fundamental, factor based strategy seeks to identify what factors the market is rewarding in the current environment; a qualitative, behavioral advantage seeks to identify areas of the market where there is diversity breakdown, thus inefficiency and profitable opportunity.

Handled customer transactions and gained exposure to all aspects of consumer banking; Managed cash flows of approximately $25,000 on a daily basis; Branch sales and referrals leader, summers 98,99; Progressed to Customer Service Representative; Opened accounts and maintained relationships as a primary Personal Banker to Spanish-speaking clients.