Hire Top Business Consultant

Veronica Macias

Proactive Business Analyst with 15 years’ experience in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills within financial services, administrative support, and sales. Communicative and collaborative with proven history of improving business operations to support corporate initiative and provide a better customer experience.

Katherine Bledsoe DeWinter

Business systems expert with focus on business systems and effective solutions. Known for delivering impactful results through strategic analysis and effective problem-solving. Reliable team player skilled in adapting to changing requirements and ensuring project success. Valued for strong communication and analytical abilities.

Kevin Harrison

High-achieving consultant well-versed in evaluating current business conditions and devising forward-thinking plans to bring about needed change in order to stay agile in changing marketplaces. Resilient and pragmatic with good eye for both important details and big-picture needs. Deep conviction that best practices should prioritize people over processes.

Van Staggs

Dedicated and results-driven Mortgage Loan Officer with over 25 years of experience in residential and commercial lending. Extensive expertise in loan origination, underwriting, and risk assessment, with a strong ability to build and maintain client relationships. Proven track record of managing substantial loan portfolios, driving sales growth, and ensuring compliance with financial regulations. Adept at analyzing financial data, conducting market analysis, and developing strategic partnerships to enhance business growth.

Jeffrey Roche

I have a long-standing passion for the financial services industry which has been developed through the relationships I’ve created with financial advisors over the past 20 years. I bring a wide range of experience to these relationships, with a diverse background that informs my understanding of capital markets. This unique vantage point allows me to understand the broad intricacies of an advisor’s practice. In addition to my enthusiasm for overall portfolio management, I love digging in and understanding how companies are built from the ground up. I am proficient in social security and financial aid, two areas of the total financial plan that are less mastered but equally important to financial success. Comedy and humor have been a driving force in my life, and laughter is one of the primary methods I use to connect to others. I combine my sense of humor with my drive to make a difference in the lives of the advisors I work with and their clients. Sharing a laugh brings us together and helps us enact positive change.

Eleana Coral

Reliable Business Consultant with 14 years of experience in Temenos Transact products. Focused on solving complex problems and delivering innovative solutions. Proficient in Arrangement Architecture (AA). Proven experience in business consulting.

Alisha Wood Lindstrom

Dynamic and results-driven project leader with over 20 years of experience managing enterprise SaaS implementations, business process redesign, and cross-functional operations. Proven track record of enhancing efficiency by up to 70%, optimizing data workflows, and fostering technology adoption through effective governance and collaboration. Advanced proficiency in Workday, Power BI, Smartsheet, and Power Automate, complemented by expertise in PMO operations, change management, and data-driven performance improvement. Committed to driving strategic initiatives that deliver measurable results and elevate organizational performance.

Sherrie Booth

Results-oriented and highly experienced Business Operations/Retail Leasing Consultant with over 15 years of proven success in the salon industry. Known for optimizing processes, increasing efficiency, and driving significant improvements in sales and profits. Possess a sharp attention to detail and a solid background in the salon industry. Skilled at identifying opportunities for enhancement and implementing strategic solutions to achieve business objectives.