We specialize in providing fractional Chief Operating Officer (COO) services to small and mid-sized businesses. Our expert COOs work on a part-time or project basis, offering strategic guidance and operational management to help companies optimize performance and drive growth. With a focus on improving efficiency, implementing scalable processes, and aligning operations with business goals, We ensure that your company benefits from high-level executive expertise without the full-time commitment. Whether you need support during a transitional period, are looking to streamline operations, or require interim leadership, we deliver tailored solutions that fit your unique business needs.

Overview:Driving operational excellence and strategic growth initiatives within a dynamic financial services organization. Leading cross-functional teams to optimize processes, expand market reach, and foster innovation in a competitive landscape.Key Achievements:• Orchestrated the successful launch of innovative financial service offerings, expanding the company's portfolio and driving growth among 9000+ affiliates.• Spearheaded the establishment of standardized Standard Operating Procedures (SOPs) and optimized processes, fostering scalability and operational efficiency.• Overhauled legal agreements with vendors and affiliates, ensuring compliance and mitigating potential risks, while guiding a third-party development team through a comprehensive re-architecting process to enhance data systems.

Overview:Leading strategic growth initiatives and operational optimization efforts within a dynamic technology-driven environment. Building and empowering high-performing teams to drive revenue growth and foster innovation.Key Achievements:• Spearheaded initiatives resulting in a remarkable increase in top-line revenue, driving growth within an accelerated timeframe.• Built a high-performing management team and expanded the employee base to support revenue growth, fostering a collaborative and productive work environment.• Strategically allocated financial and human capital resources to establish a self-sufficient FinTech division, driving innovation and organizational growth in a dynamic market landscape.

Overview:Driving sales strategy and revenue optimization initiatives within a fast-paced sales environment. Leading and developing high-performing sales teams to achieve and exceed revenue targets.Key Achievements:• Engineered a substantial increase in top-line revenue, catapulting sales from below $200k to exceeding $2.5 million, coupled with a remarkable enhancement of Gross Margin from single digits to surpassing 30%.• Skillfully negotiated and renewed agreements with enterprise-level customers, maintaining an impeccable 100% renewal rate from 2019 to 2020.• Expanded and supervised a team of independent sales professionals, implementing a comprehensive training program, sales playbook, and toolset, fostering a culture of excellence and ensuring sales team effectiveness.

Overview:As Co-Founder and COO of Shift Savings, Inc., I played a pivotal role in driving the strategic development and operational excellence of the company. Leading a dynamic team, I oversaw all aspects of product development, business strategy, and partnership development to position the company for growth and success in the competitive landscape.Key Achievements:• Led a dynamic team through the entire product development lifecycle, from conceptualization to successful commercialization, showcasing expertise in product management and innovation.• Orchestrated the organic growth and strategic development of the business, implementing scalable processes and initiatives to prepare the company for future investment and expansion.• Formulated and nurtured strategic partnerships in technology and banking sectors, fostering collaborative relationships to drive innovation and enhance business operations.• Skillfully negotiated exit terms, ensuring favorable outcomes for stakeholders and effectively managing the transition process to maximize value for all parties involved.Shift was acquired by a strategic partner in March 2018.

Overview:As Managing Partner at W Solutions, I provided strategic consulting services to businesses, helping them solve complex problems and achieve their goals. With a focus on process improvement, software implementation, and business development, I collaborated with clients to deliver tailored solutions that drove efficiency and growth.Key Achievements:• Provided strategic consulting, including business plan and sales strategy development, to clients across various industries.• Led process improvement initiatives to optimize project management and service delivery, enhancing operational efficiency and client satisfaction.• Managed the evaluation, selection, and implementation of new project management tools, driving improved collaboration and productivity.• Facilitated the search for an Enterprise CRM solution, conducting landscape assessments, vendor evaluations, and contract negotiations to ensure the selection of the optimal solution.• Collaborated with business and IT teams to assess cloud-based solutions, facilitate vendor sessions, and select implementation partners, ensuring successful solution implementation and alignment with business objectives.

(Spin off from Ceiba Solutions exit)Overview:As Vice President of Business Development and Partnerships at Weka Solutions, I played a pivotal role in driving the strategic growth and development of the company. Leveraging my expertise in business development, strategic planning, and team leadership, I spearheaded initiatives to transform concepts into market-ready products, expand market presence, and foster sustainable growth.Key Achievements:• Championed the transformation of a business concept into a market-ready product, demonstrating strategic vision and decisive leadership in navigating the transition process.• Proactively identified industry trends and successfully navigated multiple business pivots through strategic negotiation, ensuring adaptability and agility in response to market dynamics.• Expanded the business footprint and prepared it for scalability without external funding, leveraging efficient resource allocation and strategic partnerships to drive business growth.• Directed the Agile development cycle, overseeing all phases from initial product conception to post-launch enhancements, showcasing proficiency in project management and technical leadership.• Spearheaded the establishment of a new branch in a major city, overseeing all aspects from recruitment and hiring to securing office space and implementing benefits, demonstrating organizational leadership and operational management skills.• Negotiated funding and milestone details with strategic partners, ensuring mutually beneficial agreements and sustainable growth, highlighting expertise in partnership development and negotiation.• Managed a diverse global team, fostering team cohesion and high performance among supervisors, developers, analysts, technical writers, and data scientists, showcasing strong leadership and team management skills.

(Services business exit in 2014)Overview:As Director of Business Development at Ceiba Solutions, I played a pivotal role in driving business growth, fostering client relationships, and ensuring operational excellence. With a focus on strategic vision, cross-functional collaboration, and operational efficiency, I led initiatives to expand market presence, optimize processes, and drive organizational success.Key Achievements:• Cultivated and expanded key customer relationships, driving growth and retention of the customer base, showcasing proficiency in client relationship management and business development.• Developed a strategic vision for the global development team, aligning their efforts with overall business objectives, demonstrating strategic leadership and vision-setting skills.• Collaborated with the Chief Technology Officer (CTO) to define the organization's technical direction and system architecture, ensuring alignment with business goals and market demands, highlighting cross-functional collaboration and technical leadership.• Established and managed a successful service practice, leading to a profitable exit in 2014, showcasing business acumen and operational management skills.• Initiated and staffed a Boston-based service support office, strategically expanding regional presence and demonstrating effective recruitment and regional expansion strategies.• Implemented ITIL (Information Technology Infrastructure Library) procedures, enhancing operational efficiency and standardization, showcasing expertise in process improvement and operational management.• Guided company growth, overseeing the expansion from 10 to over 50 employees, demonstrating leadership and organizational management skills in driving organizational growth and scalability

Overview:As IT Director and Group Supervisor at Nucor Steel, I played a pivotal role in managing technology projects and ensuring seamless operations. With a focus on ERP implementation and conflict resolution, I led cross-functional teams to achieve project milestones and navigate competing priorities effectively.Key Achievements:• Managed the ERP implementation process, overseeing all aspects from planning to execution, ensuring alignment with organizational goals and objectives.• Led a project team composed of IT and business team members from various geographic locations, fostering collaboration and ensuring project success.• Managed conflict and negotiated acceptable resolutions among competing priorities and agendas, demonstrating strong communication and conflict resolution skills to maintain project momentum and achieve desired outcomes.

Overview:As Inventory & Production Control Manager and IT Manager at LA-CO Industries, Inc., I played a dual role in optimizing inventory and production processes while overseeing the company's IT operations. With a focus on process improvement and cost reduction, I implemented strategic initiatives to enhance efficiency and drive profitability.Key Achievements:• Improved legacy processes throughout the business operation, identifying inefficiencies and implementing solutions to streamline workflows and increase productivity.• Negotiated acceptable resolutions to tough process issues, leveraging strong communication and problem-solving skills to address challenges and drive continuous improvement.• Reduced costs during a down sales year to improve overall company profits, implementing cost-saving measures and efficiency enhancements to mitigate financial challenges.• Established procedures to improve processes and contain or reduce costs, developing standardized protocols and best practices to optimize operations and drive sustainable cost savings.

Overview:As a Co-Founder of The Coffee Group, I played an instrumental role in establishing and growing a successful digital marketing agency. With a focus on customer acquisition, partnership development, and operational management, I helped drive the company's growth and success in a competitive market.Key Achievements:• Co-founded a digital marketing agency, contributing to the conceptualization, launch, and growth of the business from inception.• Acquired and retained customers, implementing effective marketing strategies and delivering high-quality services to build long-term client relationships.• Established key partnerships and vendor relationships, collaborating with industry stakeholders to enhance service offerings and drive mutual growth.• Managed operational delivery, overseeing project execution and ensuring the successful delivery of services to meet client needs and expectations.