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Tag: Financial Optimization

Charles Hutton: Strategic Business Advisory and Client Services Executive

Charles Hutton is a dynamic business advisory and client services executive with a proven track record of driving operational excellence, revenue growth, and strategic partnerships across diverse industries. With deep expertise in business process outsourcing, workforce management, and financial optimization, he has successfully led multimillion-dollar portfolios and improved profitability through innovative solutions. His leadership in managing client relationships, implementing CRM platforms, and optimizing service delivery has consistently resulted in increased efficiency and enhanced customer satisfaction. As a strategic thinker and effective communicator, Charles excels at transforming complex challenges into revenue-generating opportunities, making him a key asset in any organization focused on growth and operational success.

Martena Kusz | Strategic Visionary | Business Transformation Leader | Board Advisor

Martena Kusz is a visionary executive with over 20 years of experience in business transformation, strategy execution, and operational excellence across consulting and technology industries. Known for her ability to foster innovation and collaboration, she has successfully led organizations through large-scale initiatives that have generated significant revenue growth and enhanced operational efficiency. With deep expertise in risk assessment, financial optimization, and digital transformation, Martena helps businesses navigate complex challenges while positioning them for long-term success. Her strategic mindset, expansive network of business leaders and investors, and commitment to fostering high-performing teams make her an invaluable asset to organizations seeking governance, leadership, and sustainable growth.

Carol Trotter: Strategic Leader in Financial Optimization and Business Excellence

Carol Trotter is a seasoned financial executive and business leader with a strong background in accounting, resource planning, and budgeting. As Co-founder of Elevate Pros, Inc., she leverages her CPA and PMP certifications to help businesses optimize financial operations, align resources strategically, and drive operational efficiency. With over two decades of experience across various industries, Carol has held key leadership roles in finance, consulting, and corporate strategy, consistently delivering solutions that enhance fiscal stability and organizational growth. Her collaborative approach, combined with her deep expertise in program budgeting and process optimization, makes her a trusted partner for businesses seeking to strengthen their financial foundation and achieve long-term success.

Jay Kellison: Transformational Healthcare Leader & Strategic Advisor in Behavioral Health

Jay Kellison is a seasoned healthcare executive and board advisor with over 40 years of experience leading behavioral health and addiction treatment organizations across 21 U.S. states. With expertise in turnaround management, strategic growth, and financial optimization, he has successfully overseen hospital systems, residential treatment centers, and outpatient psychiatric programs in both for-profit and non-profit sectors. Throughout his career, Jay has held executive leadership roles at Acadia Healthcare, HCA Healthcare, Universal Health Services, Rogers Behavioral Health, and Latticework Capital Management, where he has driven operational excellence, expanded service lines, and optimized financial performance. A dedicated mentor and industry leader, Jay is passionate about developing executive talent, advising investors, and helping organizations navigate complex healthcare landscapes. His guiding principle, “treat others as you want to be treated,” reflects his commitment to ethical leadership, collaboration, and sustainable growth in the behavioral healthcare sector.

Messias Pedreiro Neto: Seasoned Financial Executive and Strategic Advisor

Messias Pedreiro Neto is a seasoned financial executive with over 30 years of experience in corporate finance, investment banking, and strategic advisory. As a Partner at Thoreos Consultoria, he specializes in guiding mid-cap and large companies through transaction structuring, growth strategies, and financial optimization. With a proven track record that includes leading Brazil’s largest multi-source project finance initiative and structuring over USD 1.5 billion in upcoming investments, Messias is renowned for his expertise in governance, venture capital, and international financial strategies. Fluent in Portuguese, English, and Spanish, he brings a global perspective to every endeavor, making him a trusted advisor and transformative leader in the financial sector

Steven J. Shaffer, MBA, MHP: Healthcare Finance Executive and Strategic Leader

Steven J. Shaffer is a seasoned finance executive with over 35 years of experience in the healthcare sector, specializing in healthcare financial management, budgeting, forecasting, and strategic optimization. Known for his integrity, dedication, and patient leadership, Steven has a proven track record of driving financial success and organizational growth. His expertise spans across a wide range of healthcare areas, including hospital systems accounting, skilled nursing facilities, home health care, hospice management, and employee benefits, all underscored by a strong foundation in financial modeling and regulatory compliance. Steven’s strategic leadership has been instrumental in transforming organizations, from small startups to large publicly traded entities. He has successfully overseen budgeting and financial reporting for multi-million-dollar healthcare systems, negotiated complex vendor contracts, and managed treasury functions. His ability to streamline operations, reduce costs, and optimize revenue cycles has led to significant improvements in the financial health of the organizations he’s worked with. As a communicator, Steven excels at translating complex financial data into clear, actionable insights for boards, executives, and operational teams. His collaborative approach ensures that all stakeholders are aligned in pursuit of the organization’s financial goals. With a passion for mentoring and sharing his vast knowledge, Steven is a respected leader who continues to make a lasting impact in the healthcare finance field.