Join The Advisor Team
More

Tag: Strategic Planning

Joseph Goffman | Senior Executive in Environmental Policy, Regulatory Affairs, and Clean Energy Strategy

Joseph Goffman is a seasoned executive and legal expert with over 35 years of leadership in environmental policy, regulatory affairs, and clean energy strategy. As a key architect of landmark regulations under the Clean Air Act, the Inflation Reduction Act, and the Bipartisan Infrastructure Law, he has played a pivotal role in shaping policies that reduce emissions, promote sustainability, and enhance public health. With extensive experience leading regulatory initiatives at the U.S. Environmental Protection Agency, advising the U.S. Senate, and directing Harvard Law School’s Environmental and Energy Law Program, Goffman brings a deep understanding of the intersection between policy, law, and business. His expertise spans industries including auto manufacturing, electric power, oil and gas, and clean energy, making him a trusted advisor for organizations navigating environmental compliance and sustainability efforts. Passionate about problem-solving, collaboration, and strategic governance, he is now seeking board opportunities to leverage his vast experience in regulatory strategy, operational leadership, and policy innovation.

Shanna Weber: Executive Leadership & Financial Services Strategist

Shanna Weber is a dynamic executive coach, leadership strategist, and financial services expert with a proven ability to transform teams, drive strategic growth, and cultivate high-performance cultures. As the Founder and CEO of Prima Consulting, she empowers leaders to elevate their impact through executive coaching, leadership development programs, and culture-building initiatives. With over 23 years of experience in financial services, including leadership roles at Charles Schwab and Janus Henderson Investors, Shanna has led large-scale business transformations, spearheaded diversity and inclusion initiatives, and developed enterprise-wide strategies that drive measurable success. A sought-after speaker and mentor, she is dedicated to helping professionals unlock their leadership potential and create workplaces where employees thrive.

Christopher Harrington | Transformational Sales & Marketing Leader in the CPG Industry

Christopher Harrington is a seasoned sales and marketing executive with over 20 years of experience in the consumer packaged goods (CPG) industry. A results-driven leader, he has successfully led go-to-market strategies, optimized category management, and driven revenue growth across North America and international markets, including Mexico, China, and the European Union. With expertise in strategic planning, sales leadership, and operational efficiency, Chris has played a pivotal role in scaling businesses, leading high-performing teams, and executing transformational initiatives. Passionate about accountability, mentorship, and community engagement, he is now seeking board and advisory roles where he can leverage his extensive experience to help companies navigate market complexities and drive sustainable growth.

Nick Simmons – Visionary Leader in Public Policy, Strategy, and Economic Development.

Excited to share my professional journey and experiences in public policy, economic development, and education. I’ve had the privilege of working across government, nonprofits, and finance, leading impactful initiatives that drive real change. Looking forward to collaborating with leaders who share a vision for a stronger, more equitable future. Here is my biography.

Shannon Picchione: Driving Excellence Through Leadership, Strategy and Customer-Centric Innovation.

I’m excited to share my executive biography, highlighting my 27+ years of experience in billing, payments, fraud prevention, and operational strategy. My career has been dedicated to driving innovation, optimizing processes, and fostering high-performing teams. I’m looking forward to leveraging my expertise for board and advisory roles that align with my passion for leadership development, risk management, and business transformation.

Dr. Denis Ortega: Transformational Leader in Human Capital Strategy and Organizational Change.

I am excited to share my professional executive biography, highlighting my journey in leadership, workforce transformation, and strategic human capital management. With 25 years of experience across multiple industries, I am passionate about fostering high-performance cultures, mentoring leaders, and driving meaningful organizational change. I look forward to new opportunities to contribute at the board level, leveraging my expertise in strategic planning, executive coaching, and leadership development.

Richard Willard: Behave Honorably and Let the Chips Fall Where They May.

I am excited to share my executive biography, highlighting my journey across sales, customer success, strategic planning, and leadership in both corporate and nonprofit sectors. My goal is to leverage my experience to help organizations scale, improve customer engagement, and drive meaningful business outcomes.

Ashish Bhagat | Accomplished Global Finance & Business Transformation Executive

Ashish Bhagat is a seasoned executive leader with over 25 years of expertise in financial strategy, corporate transformation, and global operations. As the Chief Operating Officer at Hitachi Vantara, he drives business performance, operational excellence, and large-scale financial initiatives that support growth and scalability. With a strong background in strategic planning, pricing optimization, and market expansion, Ashish has successfully led high-impact transformations across multinational organizations. His extensive international experience in Japan, India, China, Australia, and Europe enables him to navigate complex global markets and drive culturally attuned business strategies. A results-driven leader known for his collaborative approach and data-driven decision-making, Ashish is passionate about mentoring teams, fostering innovation, and delivering long-term business value. Now seeking board opportunities, he aims to leverage his financial acumen and strategic insight to help companies optimize growth and achieve sustainable success.

Bunmi Oshodi: Strategic Financial Leader Driving Business Growth and Operational Excellence

Bunmi Oshodi is a dynamic financial leader with over a decade of experience in strategy, management, and finance, consistently delivering customer-centric solutions that drive profitability, revenue growth, and operational excellence. With a strong ability to identify opportunities, optimize financial performance, and implement data-driven strategies, he has successfully led high-impact initiatives across multiple industries. His expertise in market research, program management, and cross-functional collaboration enables him to develop and execute strategic financial plans that align with business objectives. A proven leader in financial operations, Bunmi is committed to fostering innovation, driving efficiency, and creating sustainable value for organizations.

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.

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.

Julie Bouziotis: Transforming Healthcare Operations with Strategic Vision and Leadership.

I’m excited to share my executive biography, detailing my journey in healthcare administration, strategic planning, and operational leadership. With a passion for driving efficiency, enhancing patient care, and fostering innovation, I am eager to leverage my experience in advisory and board leadership roles.

Jeff Platt: Marketing & Revenue Growth Executive.

I’m excited to share my executive biography, detailing my journey in B2B marketing, go-to-market strategy, and revenue growth leadership. My passion lies in helping businesses scale through strategic marketing execution, digital transformation, and customer engagement. If you’re looking for insights on driving business growth, optimizing demand generation, or enhancing sales enablement, I’d love to connect!

Michael Turner: Transformational Leader in Independent School Education

Michael Turner is an accomplished independent school leader with a proven track record of strategic vision, institutional growth, and financial stewardship. With over two decades of experience as a Head of School, administrator, and educator, he has successfully led schools through leadership transitions, enrollment expansion, and crisis management while strengthening governance and advancing diversity, equity, and inclusion initiatives. His expertise spans fiscal management, capital campaigns, faculty recruitment, and innovative program development, consistently delivering sustainable growth and community engagement. A dedicated communicator and relationship-builder, Turner fosters trust among trustees, faculty, students, and families, ensuring mission-driven leadership that positions schools for long-term success.

Matt Tarzwell: Expert in Government Technology Modernization and Project Management

Matt Tarzwell is a seasoned project manager and technology leader specializing in government IT modernization, with a proven track record of implementing large-scale digital transformation initiatives across multiple state agencies. With expertise in regulatory compliance, cloud computing, and data integration, he has successfully led high-impact projects that streamline operations, enhance digital services, and improve efficiency for millions of constituents. His leadership in initiatives such as Maryland’s Customer Connect project and Idaho’s statewide licensing system consolidation has set new benchmarks for innovation and effectiveness in public-sector technology. A strategic thinker with strong technical acumen, Matt excels in driving complex projects from concept to completion, ensuring seamless collaboration between stakeholders, executive leadership, and development teams.

Daniel Padilla: Supply Chain & Logistics Executive Driving Operational Excellence

Daniel Padilla is a seasoned supply chain and logistics executive with over 23 years of experience optimizing transportation networks, reducing costs, and improving service performance across multiple industries, including food distribution, retail, and agriculture. As the **Sr. Director of Logistics and Transportation for Select Milk Producers**, he leads the movement of over **600 daily shipments**, having successfully built the company’s **first dedicated fleet**, now handling **140 daily loads** in the Southwest. Throughout his career, Daniel has spearheaded **technology-driven logistics solutions**, negotiated **multi-million-dollar freight optimizations**, and managed **large-scale distribution operations**, delivering measurable cost savings and efficiency improvements. With a strong foundation in **strategic planning, process optimization, and supplier negotiations**, he has led transformative initiatives at companies like **CSC ServiceWorks, Kuebix, SYSCO, and Ahold**, demonstrating his ability to drive operational excellence. Daniel holds an **MBA in Production and Operations Management** and is recognized for his ability to **align logistics strategies with business goals, mentor high-performing teams, and build lasting industry relationships**.