Trevor Stone Email & Phone Number

East Rockaway, Ny, Us

Advise, coach, and manage delivery for a portfolio of select clients. • Curate exclusive mastermind group of intellectually curious, high-powered CEOs (of companies valued $20M - $150M), to solve challenges in strategy, operations, transformation, and leadership. • Lead business analysis, vendor management, process improvement, and project management for ERP transformation; Designed custom application to reduce Bill of Materials entry time by 75%. • Lead development of Revenue Cycle Management department a Federally Qualified Health Center startup; Developed operating model, conducted vendor selection, and designed business process. • Coach senior managers and executive team members in time and project management, metrics development, and business analysis in 1:1 sessions, group workshops, and formal training settings. • Conduct Executive Coaching sessions for Binghamton University strategic leadership service-learning class, helping groups deliver strategic plans to local non-profits.

Invest in value-add multifamily properties; $2M+ in AUM.• Develop investment strategies through analysis of political, societal, and market trends.• Manage strategic partnership with local operator, keeping management expense below 5%. • Develop investment scenarios and creative financing solutions to attain 20%+ cash on cash returns. • Implement systems and processes to support our strategic goals and improve efficiency.

Oyster Bay, Ny, Us

Cofounded and grew a boutique consultancy focused on strategy, process improvement, and automation. • Redesigned Order to Cash strategy for top-five global payments company, collaborated with and led a dozen functional teams to agreement on responsibilities, workflow, controls, and technology.• Redesigned medical claims department operations at $10M brokerage, realizing a 25% ROI through process redesign, software automation, staff training, and metrics-driven management.• Reformulated FDA approval preparation strategy and drove product manufacturing to meet strict testing requirements and deadlines, getting the launch of a wellness product back on track. • Redesigned mission, vision, and values of $30M PE-held health plan. Led executives and their directs through a management survey, SWAT Analysis, and workshops to agree the final products. • Created outsourcing program governance strategy for a $28B payment processer to manage role division, documentation, training, and process migration of back-office functions to India.

Toulouse, Occitanie, Fr

Delivered project management process and technology to global clients.• Launched an IT PMO for global CPG company. Designed and developed project management best practices and IT delivery methodologies, Led PMO operations meetings; Trained staff and vendors. • Managed multiple Microsoft Project Server upgrade projects for Fortune 500 companies. Led system configuration, report development, data migration planning and validation, and UAT.• Designed and delivered project and portfolio governance and process lifecycle training to 80+ IT management and project managers supporting. Created training content and templates. • Developed interactive SQL dashboards to support program and project management decision-making for California public utility and a global oil and gas IT transformation program.• Keynote speaker at Project Management Institute (PMI) NYC conference; Presented learnings from portfolio and project management transformation with my client to audience of 500 PMI members.

Bs, Management, Leadership & Consulting

Spanish, Catalan