CUSTOMATRIX - Key Persons
Job Titles:
- Information Leadership
- Software Development Consultant and Coach
A highly enthusiastic software development consultant and coach, Armond leverages 24 years of experience in software development and engineering leadership, with a focus on Agile software solutions. Having trained and coached several organizations and hundreds of product development professionals, Armond has helped successfully guide them through their Lean-Agile journey. A frequent guest speaker in PMI conferences and Agile forums, Armond provides an expert perspective on topics related to scaling agility and innovation. Most recently, Armond has been implementing Lean-Agile strategies through the use of the Scaled Agile Framework™.
Job Titles:
- IT Executive
- Technology Leadership
A highly talented IT executive, Blair specializes in project management or interim leadership consulting in the realms of Information Technology and/or IT operational excellence. Blair excels in assisting executive and IT teams in increased communication, efficiency, and infrastructural alignment. He's particularly skilled in transforming individual technical silos into a unified, service-oriented business. Having led the technology integration of five new business acquisitions, he's also saved his clients hundreds of thousands of dollars by re-aligning technology with the actual business need.
A dedicated, results-oriented IT executive, Bruce successfully helps companies use technology to translate business needs into IT strategies and solutions. Leveraging over 17 years of experience in FDA-regulated industries, he's worked with large pharma, bio-tech and medical device manufacturing enterprises. He was engaged in four Systems, Applications and Products (SAP) deployments as a consultant in IBM's SAP practice. And in his work with Aztec Shops, he overhauled their entire IT network, created a new departmental structure and implemented processes for operational support to maximize the use of limited resources. An established leader in his field, Bruce combines his skills in strategy development with program and project management to align IT efforts with strategic goals.
Working with CUSTOMatrix as a technology consultant, Colin assists early and "change" stage companies in planning, managing and successfully accomplishing key transitions. His focus is on strategic technology infrastructure, having worked across the fields of industry, government and non-profit organizations. Holding key executive positions in areas such as broadcasting and motion pictures, electronics manufacturing, healthcare and insurance, Colin has assisted companies in successfully bridging difficult transitions. In particular these include issues relating to leadership, business process re-engineering, strategic redirection, mergers and acquisitions as well as start-ups and dissolution.
Job Titles:
- Operations Leadership
- Process Improvement Manager
Curtis is a Process Improvement Manager with proven success in leading large project teams to meet aggressive manufacturing goals based on unique customer requirements. He's well versed in all areas of manufacturing and production including Lean Manufacturing, Six Sigma, team- building and project management. In addition to his technical expertise, Curtis excels in collaboration and team leadership, effectively managing people and improving communications. He also helps boost efficiency in the areas of scheduling, budget management, training and technical problem resolution. Curtis' hands-on management style lends itself well to operations leadership, and he has a strong background in Composite Manufacturing and Information Technology. In particular, he specializes in using Lean/Six Sigma tools to reduce production and process time, as well as cost and overhead.
Job Titles:
- Leader
- Financial Leadership
David is a decisive leader/MBA who is recognized for modernizing and rejuvenating accounting and financial management systems, ratcheting up internal controls, optimizing the integration of information across functions and operating units, and ensuring that enterprise leaders have the financial information necessary to make bold business moves to drive growth. Mr. Fleming, as a consultant and C-level in-house executive at both for-profit and non-profit organizations, has built a 35 year record of success establishing operating practices that enhance organizational agility and enable key executives to creatively leverage the balance sheet, investments, cash flow, and debt.
Job Titles:
- Company - Senior Finance Lead
Job Titles:
- Chief Executive Officer
- Member of the Executive Committee
- Shareholder
- Chief Executive Officer Biography As Our Founder and CEO
Biography
As our Founder and CEO, Eric Chriss' dynamic, direct and innovative leadership guides our Executive Services Division. A nationally recognized trailblazer in the executive leadership and management field, Eric pioneered the CFO practice model - a model that has taken on national scope and is recognized as a best practice within the financial leadership arena. Deeply committed to understanding the root of client needs and dilemmas, Eric's down-to-earth and upfront style blends with a successful track record in executive management. In building CUSTOMatrix from the ground up, he's developed numerous programs for the firm in addition to generating business development strategies with banks, private equity groups, and venture capital. Eric also focuses on partner recruitment, international business development and media campaigns to build engagement with and awareness of the firm's brand.
Areas of Expertise
Raising capital
Eric Chriss Shareholder Chief Executive Officer Biography As our Founder and CEO, Eric Chriss' dynamic, direct and innovative leadership guides our Executive Services Division. A nationally recognized trailblazer in the executive leadership and management field, Eric pioneered the CFO practice model - a model that has taken on national scope and is recognized as a…
Job Titles:
- Financial Manager
- Financial Leadership
Gene is a knowledgeable financial manager adept at increasing corporate efficiency and profitability. He works with companies to improve corporate structure, internal control systems and risk assessment. Gene has over 20 years of accounting operations leadership in a range of industries including durable goods and medical device manufacturing, telecommunications, high technology and construction. He combines external financial reporting, internal operational measurement and regulatory compliance as a seamless functional service. Gene is a Chartered Global Management Accountant with extensive project management experience who is accomplished in leading highly successful teams. He adds value by finding business opportunities from forward looking assessments.
Job Titles:
- Expert
- Financial Leadership
Greg Chenault is an expert controller with more than 18 years of experience in accounting and finance. He's held senior accounting roles in both public accounting and private firms, including high-tech manufacturing and construction. Most recently Greg spent the past two years as a Consulting Controller for TGG Accounting. Prior to that, Greg served as Director of Operations for a telecommunications company in addition to founding several real estate investment companies. Greg has extensive experience with multiple accounting platforms and has led two system implementations. Greg's focus is on providing timely and accurate financial reporting for his clients while understanding their personal and business goals. He's also skilled in providing leadership in the areas of reporting, controls, analysis, systems and strategic planning.
Greg Chenault Financial Leadership Biography Greg Chenault is an expert controller with more than 18 years of experience in accounting and finance. He's held senior accounting roles in both public accounting and private firms, including high-tech manufacturing and construction. Most recently Greg spent the past two years as a Consulting Controller for TGG Accounting. Prior…
Job Titles:
- Greg Goldasich Technology Leadership Biography an Information Technology Consultant
- Technology Leadership
An information technology consultant, Greg provides senior technical leadership to help organizations seeking to implement change and optimize value of information technologies. Greg works with clients to build team environments that facilitate performance through collaboration, creativity and accountability. He has developed, established and led architecture, engineering & design competency centers, communities of practice and enterprise transformational initiatives as well as mergers and acquisitions. Greg is an imaginative problem solver, able to create and lead technical teams, create organizational vision and develop strategy, objectives and goals to achieve that vision. Greg has implemented leading practices in multiple organizations and client programs, state-of-the-art tools and techniques, including SOA, middleware, systems integration and business process re-engineering.
Job Titles:
- Interim Chief Information Officer
Jannette was the co-founder of Life Management, Inc. for over 15 years. Her responsibilities included facilitation of seminars, logistical coordination of domestic and international seminars; development of training manuals; and marketing materials.
Biography
Jannette Bailey with her combined Ph.D., MBA has been a senior facilitator for Fortune 500 companies, keynote speaker, executive coach, webinar training instructor, quality management advisor, strategic business developer and classroom presenter. Since 2001, she has worked with individuals and groups creating transformational, high-performing organizations. She has taught on a variety of topics to include: diversity and cultural competence, organizational development, change management, leadership, organizational dynamics, team building, accountability, negotiation, and quality management. She has taught hundreds of web based training for Microsoft and CVS Caremark. For 20 years, she has delivered and created highly structured individual and corporate seminars for transformational learning.
Areas of Expertise
Corporate Diversity and Inclusion Training
Job Titles:
- Human Resources Leadership
Biography
Jerry's Human Resources expertise spans every area of management, with experience working both domestically and abroad. In addition to providing leadership at all the levels of executive HR functions, Jerry also specializes in compensation, benefits, international HR, and HR information systems. Having worked with over 40 clients, Jerry has providing a wide-range of solutions for compensation structure, benefits and performance management. Adept at managing large-scale projects, Jerry provided an analysis and recommendations of the human resources function of 22 state colleges, technical schools and state universities, all of which were approved by the State Legislation.
Areas of Expertise
Pay for Performance Program Design and Management
Job Titles:
- Chief Operating Officer
- Member of the Executive Committee
- Shareholder
- Senior Executives
Biography
Jordan assists senior executives to align their leadership, business strategy, business processes and organizational culture to drive results. His clients benefit from his ability to apply lean and agile methodology to large cross functional initiatives to stop the drain of money, people and productivity caused by inaccurate planning and lack of alignment. Jordan also supports valuable abrasive executives to change their impact. He leverages his background as a Chief Operations Officer, Center for Creative Leadership Executive Coach and Master Corporate Executive Coach. As COO, he guided his form to an 800% revenue increase, WellPoint Health Networks acquisition and a successful integration.
Areas of Expertise
Chief Operations Officer
Job Titles:
- Accounting and Finance Executive Consultant
- Financial Leadership
As an accounting and finance executive consultant with an MBA and Big 4 CPA experience, Ken provides an effective blend of strategic planning together with extensive practical CFO and Controller experience to help companies maximize their growth and profitability potential and to continuously improve their operational efficiencies. Ken has experience in a variety of industries including manufacturing, high technology, DOD government contracting, engineering services, financial services, and privately held and family owned businesses.
Mark Fingerlin combines his forty years of corporate leadership and Naval Aviation experience to provide executive leadership to CEOs and executive teams in a wide-range of corporate fields. Using his extensive "on the ground" experience, he draws from his personal experience and success to help chief executives become better leaders, make better decisions and achieve better results. A Certified Trust and Investment Advisor by the American Bankers Association, his extensive experience in the banking and financial field makes him a powerhouse combining knowledge of both the CEO and CFO functions. In his executive level roles, he's worked for investment firms managing over $2 billion of institutional and private client assets, as well as assisting enterprises in complex financial institution acquisitions and mergers.
Mark Fingerlin Executive Leadership Biography Mark Fingerlin combines his forty years of corporate leadership and Naval Aviation experience to provide executive leadership to CEOs and executive teams in a wide-range of corporate fields. Using his extensive "on the ground" experience, he draws from his personal experience and success to help chief executives become better leaders,…
Biography
With over 30 years-experience as President and CEO at a large top performing credit union, Marla brings unique skills and perspective in working with credit unions, nonprofits and small business. Her experience as a board member for a "for profit" public traded company adds a whole other dimension to her experience and expertise. She has extensive knowledge in business strategy, service quality, operations management, mergers,succession planning and political advocacy. Deeply committed to the credit union industry, Marla's collaborative, open minded, flexible and proactive approach makes her an invaluable resource.
Areas of Expertise
Business Strategy
Job Titles:
- Financial Leadership Biography As a CFO
As a CFO, Michael is s strategic finance leader with over 20 years of experience driving growth and margin expansion for complex innovation-based businesses that rely on investment in technology, software, biotechnology, life sciences and related spaces and services. He leverages a deep functional knowledge of all components of innovation including R&D, Operations, Commercial, HR and Marketing. Adept on recruiting, retaining, and promoting key talent, into well- structured and emerging-growth organizational designs. Brings to the table a strong collaborative mindset and is viewed as a strong business partner.
Biography
W. Michael King, Ph.D., BCC, with a career of over five decades of experience, serves as a Trusted Advisor, Mentor, Consultant, Executive Confidant & Coach. Deeply trusted in corporate organizations, he is renowned for his objective no-nonsense approach. His focus ranges from the executive suite throughout the spectrum to divisions, teams and individuals and is a mentor to many across the spectrum of humanity. As a mentor his focus strives to help others gain objectivity using reason and logic to build, & enhance self-esteem. As a leader and coach he aims to enhance clarity for operational efficiency by developing common-purpose cultures for company and team operations. He inspires individuals and groups to identify issues that impede their performance and that diminish their efficiency. He has served an international client base of over 1,000 corporations including government agencies.
Areas of Expertise
Executive, Divisional, Team & Individual Coaching
Michael King Executive Leadership Biography W. Michael King, Ph.D., BCC, with a career of over five decades of experience, serves as a Trusted Advisor, Mentor, Consultant, Executive Confidant & Coach. Deeply trusted in corporate organizations, he is renowned for his objective no-nonsense approach. His focus ranges from the executive suite throughout the spectrum to divisions,…
Biography
Drawing on over 20 years of wide-ranging experience as a clinical psychologist, Michael uses his vast skills and expertise to activate leadership capacity at the executive and director levels. Passionate about assisting individuals in unleashing their potential, Michael helps leaders to drive business results through enhanced communication, influence, conflict management and collaborative synergies. Certified in "Leading Managers 360," FIRO-B, and WorkPlace Big 5, he uses these and other workplace assessments to create individualized developmental action plans. He also provides individualized and organizational follow up coaching to accelerate progress.
Mike is a facilitator, coach, speaker and author who provides leadership and front line support for companies on the Lean Journey. With more than 25 years of leadership experience, he has played a pivotal role in leading transformations in industries such as aerospace, auto, consumer goods, medical products, oil production and construction. The environments have been both white collar (professional and office) and blue collar (manufacturing and services). Prior to consulting, he played a key role in the transformation of a number of Schneider Electric's facilities in the US and Mexico. Fluent in Spanish, Mike earned his MBA in International Business and a BS in Production and Operations Management. Mike coauthored two books recognized in the process improvement and lean fields as core references documents: "Value Stream Mapping: How to Visualize Work and Align Leadership for Organizational Transformation." and "The Kaizen Event Planner: Achieving Rapid Improvement in Office, Service."
Mike Osterling Operations Leadership Biography Mike is a facilitator, coach, speaker and author who provides leadership and front line support for companies on the Lean Journey. With more than 25 years of leadership experience, he has played a pivotal role in leading transformations in industries such as aerospace, auto, consumer goods, medical products, oil production…
Job Titles:
- Executive
- Executive Leadership
Biography
Nancy Helgeson is an Executive and Career Coach, trainer and facilitator with over 23 years of experience. She is currently Principal Partner with Collaborative Solutions, a firm specializing in executive, team, career and performance improvement coaching and facilitation. Nancy has also been an adjunct staff member for over 20 years with the Center for Creative Leadership (CCL). At CCL she has been a Feedback and Executive Coach for a wide variety of leadership programs focused on middle and upper level managers in Fortune 500 companies, as well as CEOs in entrepreneurial and family-owned businesses and woman executives. She served on the advisory board and has taught in UCSD's Career Counseling and Coaching Certification Program. Nancy was also on staff at DBM as a senior consultant providing career continuation, outplacement and other training and consulting services.
Areas of Expertise
Executive & Career Coaching
Nancy Helgeson Executive Leadership Biography Nancy Helgeson is an Executive and Career Coach, trainer and facilitator with over 23 years of experience. She is currently Principal Partner with Collaborative Solutions, a firm specializing in executive, team, career and performance improvement coaching and facilitation. Nancy has also been an adjunct staff member for over 20 years…
Biography
An experienced leader and Executive Coach, Pamela brings to her work a unique combination of results-oriented pragmatism, intuition, business experience, compassion, humor and an insatiable curiosity. Her approach to working with clients is informed by her multi-disciplinary background, ranging from political science to performing arts to business management. Pamela's years of experience in leadership, organizational development and management brings a breadth of perspective that facilitates productive growth and change that is sustainable.
Areas of Expertise
Executive & Organizational […]
Job Titles:
- Member of the Board
- Senior Executive
- Executive Leadership
Biography
Peter Gray is an accomplished Senior Executive and Board Member with more than 30 years of success across the management consulting, training and development, and executive coaching industries. Leveraging extensive experience in strategic business development and leadership, he is a valuable asset for a business in a state of transformation and in need of process, people, and procedure improvements to generate growth opportunities. His broad areas of expertise include strategic planning and implementation, talent management, customer […]
Philip's expertise spans over thirty years as a business manager-owner, with a strong track record as a skilled and adept Chief Financial Officer. Building on a solid foundation in financial management, he has directed the planning and implementation of corporate growth strategies that have helped companies achieve the number one position in their markets on a national level. He has operated successful ARCO mini-mart service station franchises and is skilled in Oracle, MAS90,
Biography
Rick has over 30 years of hands-on expertise as a Small Business Owner, Private Equity Investor, and Executive of Fortune 200 Companies. Rick has experience across all industries with world-wide recognition for Entrepreneurship, Intrapreneurship, and Social Responsibility. Rick is accomplished at identifying the key value drivers to significantly grow businesses through Executive Transformation. Rick has successfully managed many succession plans and exit plans for Executives and Owners. Rick has been actively involved on many boards (public, […]
Job Titles:
- Accountancy Corp. - Audit Manager
Drawing from over thirty years of CFO experience, Steve uses a supportive team-management approach to financial leadership. He helps CFO's go beyond their basic responsibilities of providing accurate and timely financial reports; he helps discern management's unspoken needs and customizes information systems and internal reporting to ease management decisions. He combines his MBA and CPA background with a creative and fun approach to helping management teams pursue their organizational missions.
Biography
Sue Simone is a seasoned, versatile and creative executive specializing in strategic business development, marketing and sales. She has provided consulting services for a wide array of expanding and start-up companies and non-profits in the areas of: strategic planning, partnerships, sponsorship, marketing, sales, integrated communications, interactive media design and production. Specializing in strategic business development and corporate sales of evolving technologies, interactive design, branding and marketing services she has delivered solutions for over 20 […]
Job Titles:
- Distinguished CFO Executive
- Financial Leadership
A distinguished CFO executive, Tom leverages extensive public company and venture-funded enterprise experience. His tenure with McKinsey and Ernst & Young provided him with an in-depth strategic perspective that he combines with his international venture capital company experience. Tom managed $230 million directly, in addition to more than $3 billion in 78 Portfolio companies. Tasked with the overall financial management, Tom's responsibilities have included involvement in raising capital, as well as financial and operational matters […]
An IT leader and former "Big Four" consultant, Tom's collaborative style blends with his wealth of expertise to help enterprises transform their IT functions. A seasoned professional, Tom focuses on his client's needs, lending his business acumen to process and technology alignment. Adept at envisioning the opportunities and solving the problems of a business, Tom has developed enterprise solutions strategies and technology road maps, in addition to managing systems assessments. His additional expertise […]
Tolu is an executive level manufacturing operations expert with 20 years experience in industry, such as, medical device, aerospace, and cryogenics. Tolu is a turnaround expert with experience turning around cash flow and manufacturing capacity limited companies. Leveraging a passion for delivering operational excellence, he effectively developed executive and technical expertise in building corporate value and improving profitability by focusing on educating and empowering corporate talent. He was a member of a medical device startup that
Job Titles:
- Chief Leadership Officer
- Member of the Executive Committee
- Shareholder
Biography
A behaviorally-grounded executive consultant, Tom maximizes human potential by focusing on leadership effectiveness, management and organizational development, and strategic human resources management. Understanding that leadership effectiveness occurs within the context of the key processes that drive a business, Tom works with enterprises to improve systems, structures and disciplines. His unique skillset allows him to help align teams to a common direction. Additionally, Tom's holistic approach to leadership efficacy, organizational development, and HR sets him apart […]
Job Titles:
- Company - Director - Finance