Founder and Principal Consultant@Strat2i Consulting
Verified
Strategic business leader with 18+ years of experience driving operational excellence, customer experience, and growth in the financial services industry. Former Director of Strategy & Implementation at Pure Finance Group and senior leader at SECU Credit Union, with a proven track record in CRM deployment, CX transformation, and process optimization. Now serving as Founder & Principal Consultant at Strat2I, helping businesses scale through smart strategy, system improvements, and customer-centric innovation.More...
Roberto Bello Cajina
Director of Sales and Business Development@Thermasteel West
Verified
I’m a strategic sales and business development leader with cross-industry experience in green construction, SaaS, finance, and community development. As Director of Sales at Thermasteel West, I lead go-to-market strategies for advanced steel structural insulated panels (SSIPs), driving sustainable building adoption across the West Coast.
Previously, I held leadership roles in banking and wealth management, spearheading regional growth efforts and regulatory compliance initiatives. I’ve also launched and scaled SaaS and office technology ventures, giving me a strong foundation in digital transformation, workflow automation, and B2B sales.
I hold certifications in project management, construction management, data analytics, and cybersecurity, along with a CLSB license.
I consult on project management, market expansion, sales development, marketing, business operations, people development, construction, home improvement, SaaS, finance, banking, and regulatory compliance. I bring a forward-thinking, hands-on approach designed to drive results across any industry.More...
Anne Witte
Tax Professional@Ramsay Financial
Verified
Anne Witte, as a Tax Professional at Ramsay Financial Company, you are responsible for managing tax-related matters. This includes ensuring compliance with tax regulations, preparing and reviewing tax returns, and providing tax planning services to clients. You also play a crucial role in minimizing tax liabilities and maximizing profits for the company and its clients. Your expertise in tax laws and regulations, combined with your strong analytical skills, allows you to provide effective tax strategies and solutions. Your role is vital in maintaining the financial health of the company and safeguarding its reputation.More...