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Tag: customer service

Lisa Hollingshead: Experienced Commercial Lending Executive Focused on Portfolio and Relationship Management

Lisa Hollingshead is a seasoned commercial lending executive with extensive experience in portfolio management, credit risk assessment, and relationship development. As Vice President, Portfolio Manager II at Community West Bank, she plays a pivotal role in managing loan portfolios, ensuring compliance, and fostering client relationships to support business growth. With a strong background in SBA, USDA, and EDA loan programs, Lisa combines financial expertise with a strategic approach to risk management and business development. Her commitment to customer service, teamwork, and operational excellence has made her a trusted leader in the financial industry.

Brad Isaacs: Transformational Leader in Operations, Production, and Team Optimization

Brad Isaacs is a seasoned production and operations leader with over 20 years of experience optimizing logistics, enhancing productivity, and driving efficiency in fast-paced environments. With a strong background in printing, warehousing, and billing, he combines strategic problem-solving with hands-on leadership to ensure seamless operations and top-quality output. His expertise in continuous improvement, team empowerment, and process refinement allows him to adapt to evolving industry demands while fostering innovation and collaboration. A proactive communicator with a results-driven mindset, Brad is committed to exceeding customer expectations, meeting production goals, and developing high-performing teams that thrive in competitive environments.

Larry Rodrigue: Experienced Mortgage Agent and Banking Industry Leader

Larry Rodrigue is a highly accomplished financial professional with over 40 years of experience in the Canadian banking and mortgage industry, known for his expertise in risk management, credit assessment, and financial analysis. As a **Mortgage Agent Level 2 at Better Mortgage Choice Ltd.**, he leverages his extensive background to provide tailored mortgage solutions that meet the needs of homeowners and investors. Previously, Larry held numerous senior leadership roles at **CIBC**, including Director for Governance, Risk, and Management Controls, where he was instrumental in implementing financial oversight frameworks and leading high-performing teams across multiple regions. His strong analytical skills, strategic decision-making, and commitment to excellence have made him a respected leader in the industry. With a **Master of Business Administration from Athabasca University** and prestigious certifications such as the **Fellowship of the Institute of Canadian Bankers**, Larry continues to bring unparalleled knowledge and professionalism to his work, ensuring clients receive expert financial guidance with integrity and precision.

Josh D. Coleman | Visionary Energy & Manufacturing Leader Driving Strategic Growth and Operational Excellence

Josh D. Coleman is a seasoned executive with 40 years of leadership experience in energy, manufacturing, and operational efficiency. As co-founder and partner of L5E, LLC, he played a key role in scaling the company from a small startup to a thriving energy advisory firm serving over 4,000 clients across North America. With a deep understanding of deregulated energy markets, risk management, and strategic procurement, Josh has consistently delivered multi-million-dollar cost savings and efficiency improvements. His expertise spans business growth, team leadership, and international market expansion, making him a sought-after advisor and board member. A strong communicator and industry speaker, Josh is dedicated to helping organizations navigate complex challenges while driving sustainable and profitable outcomes.

Tracey Johnson: Experienced Leader in Veterinary Operations and Nonprofit Advocacy

Tracey Johnson is a seasoned leader with over 25 years of experience in veterinary operations, marketing, and customer service, recognized for her strategic approach to driving organizational growth and enhancing community impact. Throughout her career, Tracey has demonstrated a strong commitment to empowering teams and improving operational efficiency, making significant contributions to both for-profit and nonprofit sectors. With a deep understanding of leadership, client relations, and organizational effectiveness, she has successfully implemented innovative solutions that optimize operations and elevate customer service standards. Tracey’s passion for community service is also evident through her active involvement in various board roles, where she has worked to strengthen local organizations and support their mission-driven goals. As she transitions into consulting, Tracey is eager to share her wealth of knowledge and experience, helping teams and organizations thrive through thoughtful leadership and actionable strategies.

Frank Duvall: A Visionary Leader in Ground Transportation & Meeting Planning

Frank Duvall is a seasoned executive with over 30 years of expertise in ground transportation and meeting planning. As Senior Vice President at Ground Logistics International (GLi), he has spent more than two decades driving operational excellence, cost-saving strategies, and superior client service. With a strong background in corporate event production, strategic planning, and competitive logistical analysis, Frank has played a pivotal role in shaping GLi’s industry leadership. His commitment to integrity, innovation, and accountability continues to set new standards in the field. Prior to GLi, he served as Director at Pegasus, Inc., where he refined his expertise in event management, business strategy, and contract negotiation. A recognized leader with a passion for mentoring and market forecasting, Frank remains dedicated to redefining efficiency and service in the industry.

James Alton Walker: Accomplished Retail Executive and Strategic Business Leader

James Alton Walker is a seasoned retail executive with over 30 years of experience in operations, sales, and strategic leadership. As a results-driven leader, he has successfully managed multi-unit retail operations, overseeing teams of thousands while optimizing profitability and customer experience. His expertise spans P&L management, marketing strategy, team development, and operational excellence. Most recently, as Vice President of Sales and Operations at Advance Auto Parts, James led 225 stores generating over $410 million in annual revenue, consistently exceeding sales and profitability targets. A dedicated mentor and advocate for leadership development, he has played a pivotal role in succession planning and diversity initiatives, including serving as the National Chair of the African American Employee Resource Group. With a strong foundation in business strategy and a passion for mentorship, James now seeks board opportunities where he can contribute his expertise in guiding organizations toward sustainable growth and operational excellence.

Doug Middleton: Leading with Vision, Strategy and Heart.

I’m excited to share my executive biography, which outlines my journey through 34 years of leadership in public transportation, logistics, and organizational development. I take pride in fostering innovation, improving operations, and mentoring teams to achieve excellence.

Scott H. Helms: Empowering Growth and Inspiring Progress

I’m excited to share my journey and experiences in the banking industry, highlighting over 30 years of work dedicated to growth, community service, and empowering those around me. From leading strategic initiatives to driving community development, here is my biography.

Pras Murthy: Building Businesses with Strategy, Integrity and Innovation.

I’m excited to share my professional journey and experiences as a co-founder and CFO of Doctor Multimedia. From building a thriving Mathnasium franchise to leading a multimillion-dollar digital marketing firm, I’ve always embraced challenges with strategic thinking and innovation. My passion for entrepreneurship and operations continues to drive me toward new opportunities to make an impact. Here is my biography.

Charlie Shephard: Strategic Leader and Continuous Process Improvement Champion

Charlie’s ability to balance strategic foresight with hands-on execution has consistently driven measurable improvements in organizational performance. His leadership philosophy emphasizes empowering team members, fostering innovation, and maintaining a relentless focus on customer satisfaction. Whether managing multimillion-dollar assets, designing training frameworks, or driving change management initiatives, Charlie combines analytical precision with a collaborative approach to achieve sustainable results. His commitment to excellence and his passion for leveraging technology to streamline operations continue to position him as a leader who not only meets but exceeds organizational objectives.

Navigating Change Management in Customer Service

Navigating change in customer service requires more than strategic plans and process improvements—it demands a deep understanding of human nature. Despite being fundamental to the human experience, change is often met with resistance because individuals rely on deeply ingrained mental models that shape their perceptions and actions. These internal narratives, influenced by past experiences and the brain's default network, can create barriers to embracing new paradigms. For CX leaders, fostering sustainable transformation means addressing these narratives with empathy and compassion, aligning organizational goals with employees’ lived realities. By prioritizing the human aspect of change, organizations can create a culture that empowers employees to embrace new ways of thinking, ultimately driving meaningful, customer-centric improvements.

Jacob McCoy: Business Technology Does Not Have to be Difficult, Just Hire a Geek.

I'm excited to share my executive biography, capturing my journey and passion for technology, cybersecurity, and strategic innovation. My goal is to make technology accessible and efficient for businesses across sectors. Here is my biography.

David Costello: Empowering Excellence in Power Systems through Leadership and Innovation

Pleased to introduce David Costello, a seasoned executive with over 35 years of leadership in the electric power systems industry. Recently retired from Schweitzer Engineering Laboratories (SEL) as Chief Sales and Customer Service Officer, David played a pivotal role in SEL’s growth into a global leader, driving double-digit growth and fostering customer loyalty across 170 countries. With expertise in strategic planning, team building, and technical communication, David has authored over 30 technical papers and remains passionate about mentoring the next generation of engineers.

Jim Chandley: Empowering growth through experience, fostering success in competitive landscapes.

I’m excited to share my professional journey and experiences in the sporting goods and retail industries. Over the past 45 years, I’ve had the privilege of leading Nation’s Best Sports (NBS) as President, working alongside incredible teams and industry leaders to support independent retailers across North America. My passion for strategic growth, business development, and helping businesses thrive in competitive environments has driven me to continually seek new opportunities to share my expertise. As I look towards future board roles, I’m committed to using my experience to foster innovation and contribute to the success of businesses navigating today’s evolving markets. Let’s connect and explore how we can collaborate!

Martin Herbert-Burns: Connecting Dreams on the Water; Bridging People and Opportunities in the Yachting Industry.

I'm excited to share my journey as a Yacht Sales Professional at Majesty Yachts USA! From my early days sailing on Massachusetts Bay to earning my RYA/MCA Yachtmaster Offshore certification, my passion for yachting has driven my career. At Majesty Yachts USA, I strive to provide exceptional client experiences by blending my technical expertise with a deep understanding of yacht ownership. I believe in the power of connection and actively seek to bring together innovators and professionals in the industry. Whether I'm navigating complex transactions or simply sharing my love for the sea, my goal is to empower clients to realize their maritime dreams.