Hire Top Business Consultant

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.

SAMUEL EAST

Dynamic professional with extensive experience in benefits consulting and territory management. Skilled in relationship building and mentorship, contributing to team performance and client retention. Ready to leverage strategic thinking to drive business growth and secure risk management.

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.

Brandy Flanagan

Experienced organizational leader with expertise in program management, multi-media marketing, financial oversight, economic development, and stakeholder relations. Strategic-thinking individual experienced in turning low-performing organizations into top revenue producers. Offering engaging and pleasant personality with expertise improving customer relationships.

CRAIG HANSELMAN

Results-oriented Enterprise Sales Executive with 30+ years of experience driving multimillion-dollar revenue growth in IT, Data Security, Cyber Security, MarTech, SaaS, and Artificial Intelligence (AI) sectors. Consistently surpasses sales quotas, expands market share, and manages high-value enterprise accounts. Proficient in Salesforce CRM, solution selling, pipeline development, and utilizing cloud platforms like Amazon EC2. Known for strategic leadership, persuasive communication skills, and cultivating long-term client relationships. Thrives in fast-paced, goal-oriented environments and delivers value-focused solutions for complex enterprise needs. Experienced with business consulting, providing strategic guidance to enhance operational efficiency and profitability. Utilizes analytical skills and project management expertise to implement effective solutions. Track record of fostering client relationships and driving collaborative team efforts for successful project outcomes.

Kuaika Thomas

Technology systems consultant specializing in governance and change management. Facilitated data initiatives that enhanced decision-making and streamlined operations, improving response and resolution efficiency. Expertise in Information Security, Cloud Architecture, and Change Management. Proven ability to streamline processes and implement effective governance strategies for improved outcomes.