Tag: Financial Oversight
Anne Koenig: Transformational Business Operations Executive Driving Strategic Innovation and Operational Excellence
Anne Koenig is a transformational business operations executive with a proven track record of driving strategic innovation, optimizing global processes, and enhancing workforce engagement. With deep expertise in data analytics, financial oversight, and continuous improvement, she has successfully led large-scale transformation initiatives that have resulted in significant cost savings, increased efficiency, and measurable business impact. A trusted advisor and strategic business partner, Anne is known for her ability to align organizational capabilities with business objectives while fostering a culture of collaboration, trust, and professional growth. Her leadership in business operations, process automation, and people management has positioned her as a key driver of operational excellence and innovation in the ever-evolving business landscape.
Steven Hall | Executive Leader in Operations, Supply Chain, and Strategic Growth
Steven Hall is an accomplished executive leader with 25 years of experience in operations, supply chain management, and strategic growth within the consumer products and transportation industries. With expertise in finance, P&L management, and global logistics, he has successfully led multimillion-dollar operations, driving cost reductions, process improvements, and market expansion. His leadership in supply chain optimization, vendor negotiations, and data-driven decision-making has resulted in significant business transformation and profitability. With international experience across China, India, Vietnam, Mexico, and Puerto Rico, Steven brings a global perspective to operational efficiency and business development. Passionate about innovation and continuous improvement, he is actively seeking board opportunities to leverage his expertise in helping organizations scale, streamline operations, and achieve long-term success.
Michael A. Cacouris | Finance Executive with Startup and Manufacturing Experience.
Michael A. Cacouris is a seasoned financial executive with over 35 years of experience in corporate finance, investment management, and restructuring. With a strong foundation in both fixed income and equity markets, he has led financial turnarounds, scaled businesses, and optimized capital structures across financial services, manufacturing, and technology startups. As a former co-CEO, hedge fund leader, and municipal finance advisor, Michael brings a unique blend of strategic vision, operational expertise, and risk management acumen to organizations seeking growth and stability. Fluent in French and Greek with international experience in Europe, he is a dynamic leader committed to driving financial and operational excellence.
Robert Wickey | Financial Strategist, Operational Expert, and Board Advisor Driving Business Growth and Efficiency
Robert Wickey is a seasoned financial and operational strategist with over 45 years of experience in business analysis, process improvement, and corporate finance. As the founder and managing director of Equinox Investment Partners LLC, he has provided investment counsel, strategic consulting, and governance expertise to businesses in manufacturing, distribution, and nonprofit sectors. With a strong background in financial leadership, he has played a pivotal role in restructuring organizations, optimizing supply chains, and securing financing for critical housing and development projects. A decisive leader with a hands-on approach, Robert is committed to driving efficiency and sustainable growth. Currently seeking board opportunities, he aims to leverage his expertise to enhance profitability and operational success for organizations in need of strategic oversight.
Andrew Canfield: Strategic Leader in Construction, Outdoor Industry, and Organizational Development
Andrew Canfield is a dynamic executive with extensive experience in construction project management, organizational leadership, and military operations. As the Owner and COO of Mountain Air Restoration, he has successfully led a thriving business specializing in home rehabilitation and restoration, leveraging his expertise in stakeholder collaboration and strategic planning. His 27-year military career, including leadership roles in the Oregon Air National Guard and United States Air Force, has honed his ability to manage complex operations, develop long-term strategies, and mentor diverse teams. With a strong foundation in business management, personnel development, and high-pressure decision-making, Andrew brings a results-driven approach to every challenge. His deep understanding of the construction, outdoor, and tourism industries, combined with his history of operational excellence, positions him as a valuable leader capable of driving growth and innovation.
Joseph Janeczek, PE, ARM: Expert in Environmental Compliance, Risk Management, and Corporate Governance
Joseph Janeczek, PE, ARM, is a seasoned executive with 35 years of expertise in environmental compliance, risk management, sustainability, and corporate governance. Throughout his career at industry leaders such as Johnson Controls, The Walt Disney Company, and BASF, he has successfully led large-scale acquisitions, risk mitigation strategies, and sustainability programs, overseeing environmental policies for global operations. With an extensive background in due diligence, insurance oversight, and corporate governance, Joseph brings a strategic approach to aligning business objectives with regulatory and environmental best practices. His ability to navigate complex compliance landscapes, foster cross-functional collaboration, and implement long-term risk mitigation solutions makes him a valuable asset to organizations seeking strong leadership in governance, sustainability, and operational efficiency. Now actively pursuing board and advisory roles, he is eager to leverage his expertise to drive meaningful impact and corporate resilience.
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.
Tom Johnston: Driving Growth, Governance, and Operational Excellence with Integrity and Vision.
I am excited to share my executive biography, highlighting my journey in corporate governance, strategic leadership, and operational excellence. Over the past three decades, I have been fortunate to lead organizations through growth, regulatory transformations, and financial success. I remain committed to mentorship, ethical leadership, and driving business strategy with integrity and vision.
Christopher M. Cannon, CPA, MBA | Transformational Financial Leader Driving Strategic Growth and Innovation
Christopher M. Cannon, CPA, MBA, is a seasoned financial executive with 15 years of leadership experience in financial services and insurance. Specializing in financial planning and analysis, corporate finance, and risk management, he has successfully led enterprise-wide financial transformations, optimized financial performance, and implemented innovative financial systems. As senior executive director of personal lines and operations at CSAA Insurance Group, Chris oversees revenue forecasting, expense planning, and strategic financial initiatives that drive corporate decision-making. With a strong foundation in M&A valuation, financial modeling, and governance, he is actively seeking board opportunities where his expertise in finance and strategic oversight can contribute to organizational growth and success.
Daryl Griggs: Strategic Business Architect Driving Growth and Operational Excellence
Daryl Griggs is a dynamic business development professional with a strong track record in driving sales growth, optimizing strategic sourcing, and negotiating high-value contracts that enhance profitability. With expertise in staff development, supplier agreements, and acquisition strategies, he excels in aligning product offerings with evolving market trends to maximize business success. His leadership fosters teamwork and operational excellence, ensuring that organizations thrive in competitive industries. Griggs' ability to analyze market data, streamline processes, and execute innovative business strategies makes him a key asset in driving sustainable growth and long-term success.
Parker Laville: Strategic Finance and Investment Banking Leader | Capital Markets Expert | Board Advisory Professional
Parker Laville is a highly accomplished corporate and investment banking executive with over 37 years of experience in capital markets, structured finance, and lending. Throughout his career, he has successfully led teams, managed multi-billion-dollar portfolios, and provided strategic financial solutions across industries including energy, oil and gas, renewable energy, and corporate finance. Currently serving as managing director at Impact Strategic Funding, Parker specializes in debt financing for lower middle-market companies, leveraging his deep expertise in risk management, financial structuring, and client relationship development. A dedicated leader with international experience, he has worked with top global financial institutions and served on advisory boards, bringing a wealth of knowledge to governance and strategic decision-making. Now transitioning into board service, Parker is committed to using his extensive expertise to guide organizations in achieving financial stability, sustainable growth, and long-term success.
John Kollm: Visionary Retail & Real Estate Executive Driving Growth, Expansion, and Operational Excellence
John Kollm is a seasoned executive leader with over 23 years of experience in retail, real estate, and operations, including 11 years at the corporate executive level. Specializing in acquisitions, site selection, pipeline management, and business scalability, he has successfully led large-scale expansion strategies and operational improvements for multi-unit retail brands. Currently serving as senior director of real estate & business development at Independent Pet Partners, John has played a key role in streamlining market analysis, lease negotiations, and store development, optimizing portfolio performance. His leadership extends to Rally House, Batteries Plus Bulbs, and Dick’s Sporting Goods, where he drove business growth, enhanced customer experience, and improved profitability. A dedicated community leader, John serves on the Woodbury, Minnesota Planning Commission and is a member of the International Council of Shopping Centers (ICSC). Passionate about collaboration and strategic growth, he is seeking board opportunities where he can leverage his expertise to help businesses scale and succeed.
The Role of a COO in Driving Operational Excellence
The role of the Chief Operating Officer (COO) has evolved significantly, particularly in asset management, where the rapid advancement of technology and shifting client expectations have redefined operational priorities. Once focused primarily on trade reconciliation and reporting, today’s COOs must leverage data analytics, cybersecurity, and automation to enhance efficiency and maintain a competitive edge. They play a crucial role in translating strategic vision into action, optimizing processes, and fostering a culture of accountability and innovation. As businesses increasingly rely on data-driven decision-making, COOs must ensure seamless integration of new technologies while managing risk, regulatory compliance, and financial oversight. This dynamic role demands adaptability, strategic thinking, and strong leadership to drive operational excellence and long-term growth.
Andrew McLeish: Visionary Leader in Logistics & Transportation
Andrew McLeish is a seasoned executive with over 40 years of leadership experience in the transportation, logistics, and warehousing industries. Known for his integrity-driven leadership and strategic acumen, Andy has successfully led large-scale operations, optimized supply chain efficiencies, and driven sustainable profitability. His expertise spans operational management, fleet logistics, P&L oversight, and business development, making him a trusted leader in the industry. A strong communicator and mentor, he is dedicated to team building and process improvement, ensuring long-term success for the organizations he serves. Guided by his principle, “Do The Right Thing,” Andy continues to seek impactful board and advisory roles where he can leverage his extensive industry knowledge and leadership expertise.
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.
Gregory Lucas: Expert in Global Risk Management, Regulatory Compliance, and Strategic Financial Leadership
Gregory Lucas is a seasoned financial executive and risk management leader with over 40 years of experience in banking, financial services, and regulatory compliance. Throughout his distinguished career, he has played a pivotal role in developing and executing enterprise-wide risk frameworks, regulatory transformation initiatives, and governance enhancements for major financial institutions, including Citigroup and Sumitomo Mitsui Banking Corporation. With deep expertise in enterprise, market, credit, liquidity, and operational risk, Gregory has successfully led high-performing teams, guided strategic risk mitigation efforts, and engaged with global regulatory bodies to ensure compliance and financial stability. Now transitioning into board service and advisory leadership, he seeks to leverage his extensive experience in risk oversight, corporate governance, and financial strategy to help organizations navigate complex challenges and drive sustainable growth.