Client Testimonials for Fractional CFO and COO Leadership

“Jeff and I have remained business partners for close to two decades. Jeff has been a
member of my sr. leadership teams while at Relizon and DataSource. Additionally, I’ve
engaged his proven consulting services on a variety of occasions.
Throughout our partnership I have found Jeff to be a strong leader that has a solid and
unique blend of business-critical skills (Finance / Ops / Mktg & Sales), very effective at
building high performing teams that consistently deliver exceptional insights and service.
The next time I have a need to leverage Jeff’s talents I will do so without hesitation.
★★★★★

“As Vice President of Human Resources, I have had the opportunity to witness Jeff’s leadership, accountability, and team building skills firsthand. He has demonstrated exceptional leadership qualities by motivating his team to perform to the best of their abilities and fostering a positive and collaborative work environment. He is also dedicated to mentorship and takes a proactive approach to developing and coaching team members to help them grow and achieve their professional goals.
In addition to his leadership skills, Jeff has shown an unwavering commitment to the timely execution of his duties, ensuring that all projects are completed on time and to the highest standard. He is extremely organized and efficient, and consistently goes above and beyond what is required of him.
★★★★★

“I’ve known Jeff for more than 10 years and while Jeff worked for me as the SVP of Finance &
Operations of HRM (now called Relevate) he substantially aided me in defining, managing
and refining a number of business-critical processes that contributed to the company’s year
over year profitable growth and publicly acknowledged success.
Throughout out our professional relationship, Jeff’s ability to execute and lead others has
been repeatedly tested and has consistently resulted in positive outcomes. His collaborative
and genuine interest in his teammates has allowed him to acquire the highest level of
respect and trust from across the organizations he’s supported.
When I was looking for
innovative operational solutions and a person that was capable of delivering them, I turned
to Jeff.
★★★★★

“Jeff and I worked together at Harte Hanks, followed by several consulting engagements
which included hiring him as a member of the HRM leadership team. In addition to the
many financial and operational talents Jeff exhibits, I believe his loyalty to the mission and
business owners sets him apart from many other leaders.
Jeff and I built a strong and mutually respectful relationship over numerous years. His ability to live up to his commitments and identify new ways of working and maintaining them is yet another quality that stands out. I am confident that Jeff will continue to deliver added-value during our next collaboration.
★★★★★
