Casey McCormick, MBA

Intellivant

Leading provider of High-Performance Executive Coaching, Management Consulting, and Advisory Services for Entrepreneurs, Executives, and Businesses.

Founded a boutique consulting firm utilizing an Agile business model to provide businesses and their leaders access to superior digital transformation, management consulting, and executive coaching solutions.  Developed, implemented, and refined the company’s business plan to help entrepreneurs, executives and their companies thrive using proven methodologies and cutting-edge technologies.  Employed Business Intelligence and Data Analytics to optimize all aspects of businesses to ensure superior performance.  Recruited, and retained experienced consultants to contribute to the successful execution of client projects.

•	Specialized in helping our clients achieve sustainable success by providing guidance and support in the areas of automation, business transformation, coaching, consulting, communication, collaboration, growth, innovation, leadership, mentoring, negotiation, organizational design, operations management, problem solving, process optimization, productivity, strategy, systems, technical guidance, startup incubation, and funding.
•	Developed a unique approach combining hands-on experience, cutting-edge technologies, and proven business strategies to deliver measurable results.
•	Guided executive coaching clients in clarifying their top challenges, assessing the root causes of their issues, identifying long-term solutions, and developing potential maximizing execution plans.
•	Provided unbiased external guidance to executives seeking to transform their businesses and maximize their potential.
•	Forged long-term strategic partnerships with dominant industry leaders, including Microsoft, Salesforce, Google, and Amazon Web Services (AWS).

Chief Executive Officer

Provider of managed services, cybersecurity and digital transformation for 1,000+ mid-market financial services organizations worldwide with over $3 trillion of assets under management.

Worked with all C-Suite Executives, 30+ Account Executives, 200+ Digital Transformation Technical Professionals and all Strategic Partners to grow the Digital and Business Transformation Business Unit.

•	Led the design, development, and execution of a cross-functional Digital and Business Transformation sales strategy focused on the Private Equity, Venture Capital, Hedge Fund, and Investment Bank client base.
•	Worked with sales professionals across the United States, Europe and Asia selling Digital Transformation Services.
•	Coordinated with technology professionals to ensure successful delivery of Digital Transformation Projects.

Director, Digital Transformation

AgileThought

Key executive team member responsible for the daily operations of the Innovate Line of Service, growth of its three underlying Practices (Product, Training and Coaching) and expansion of the service offerings to enterprise clients. The Innovate Practices exist to inspire and advise the enterprise to new heights of thinking, behaving and decision making. Transforming organizations and digital products through consulting, coaching, and training using innovative approaches like Agile, DevOps and Design Thinking.

•	Responsible for daily operational excellence of the Innovate Line of Service and professional support for the 50+ Product, Training,and Coaching Practice team members.
•	Responsible for all aspects of delivery excellence associated with Innovate Line of Service engagements across the full project lifecycle with annual billings >$15,000,000.
•	Responsible for engaging in sales pursuits and business development to ensure continued business growth coupled with high client and team member satisfaction.

Global Senior Director, Innovate Line of Service

Sold and lead custom enterprise software development projects for global Fortune 1000 clients. The scope of this role spanned from ideation and design to scaled delivery and support while guiding clients in transforming, building, and running their digital businesses. This included leveraging next-generation technologies to create competitive differentiation and exceptional customer experiences. This was done utilizing consultants and delivery centers across North and Latin America by providing Agile-first delivery for a variety of industries with expertise across all facets of digital transformation, application development, advanced data analytics (AI, ML, & IoT), cloud services, UX design, DevOps, and automation.

•	Responsible for all aspects of custom enterprise software development projects with annual billings >$6,500,000.
•	Recruited, staffed, and managed high-performance, cross-functional teams of up to 50 professionals with as much as 60,000 managed hours per year.
•	Responsible for a broad array of Account Management, Business Development and Sales across a diverse set of global clients and industries.

Global Director, Client Services and Delivery Leadership

CMM Partners

Management Consulting and Executive Recruiting Firm specialized in Healthcare, Information Technology (IT), Biotechnology, Legal, Accounting, and Financial Services.

Established company and developed an Agile business plan and model after conducting extensive pro forma financial and competitive analyses of recruiting industry businesses.  Designed a low cost, low overhead, well-organized and highly efficient business entity that mitigated risk while optimizing profits.  Investigated industry best practices and fastest growing verticals to target the most cost-effective niches.  Scrutinized competitors’ inefficiencies. Developed and implemented strategies and processes to ensure productivity and success.

•	Secured contracts with Am Law 100 law firms—the largest law firms in the US—by executing relationship building campaigns composed of cold calling, emailing, and other outreach tactics.
•	Developed a proprietary database of companies, clients, contacts, resumes, job orders, and projects that was continuously refreshed with clean, enhanced, and updated information.
•	Recruited and placed partner level and senior executives earning $150K+ for companies in the high tech, legal, and financial industries.

CEO and President

Systems West Computer Resources

National Consulting Firm providing Businesses and Utility Industry expertise via Strategy, Process, and Technology Consulting.

Recruited during a period of rapid growth to serve as Project Manager directing the implementation of a proprietary summary billing program for complex, multi-premise electric utility accounts. Consulted with client companies on compliance with complex regulations required to support electricity deregulation, bill unbundling, and Electronic Data Interchange (EDI) of records between all related parties, including alternative energy suppliers.  Managed portions of $100M annual project with 10 direct reports.

•	Built, mentored, and directed a team of experienced consultants to design, develop, and implement a highly complex CIS summary billing project—replacing manual data analysis and billing with automated systems.
•	Served as a client liaison with the New York State Public Service Commission to define and develop the business, regulatory, legal, and technical requirements for Electronic Data Interchange (EDI).
•	Managed the project to design and develop the first EDI transaction sets for a global electric utility client.

Consulting Project Manager

CA Technologies

Global Software and IT Management Solutions provider helping customers manage and secure complex IT environments to support agile business services.

Hired in recognition of deep experience assisting electric utility clients with deregulation and risk mitigation from Y2K.  Challenged to grow the business, solidify customer relationships, manage projects, and define the scope of requirements for new internal and external projects.  Ensured collaboration as a single cohesive unit among clients, other consulting firms, and project teams.  Managed 5 direct and 5 indirect reports.

•	Performed full SDLC (Software Development Life Cycle) Project Management for a $3M Mobile Data Project for a large US based electric utility while serving as the subject matter expert on project scope and requirements.
•	Designed and developed software modules for key electric utility clients.
•	Negotiated $1,000,000+ project extensions with multiple electric utility clients.

Accenture

Global Management Consulting, Technology Services and Outsourcing Company serving clients in more than 120 countries.

Hired after receiving MBA and graduating at the top of the class.  Charged with creating enterprise billing software for electric utility companies during industry deregulation.

•	Designed, coded, tested, implemented, and maintained the bill print functionality and batch processes that allowed large electric utility clients to print and mail millions of dollars of bills daily.
•	Researched and analyzed client tariffs filed with the New York State Public Service Commission to unbundle charges, allowing alternate energy suppliers to bill for a portion of customer’s bills.

Technology and Process Consultant

Executive Coach | Management Consultant | Entrepreneur | Investor

I've spent the last three decades as a highly-trusted advisor for organizations ranging from startups through Fortune 500 companies spanning multiple industries.

I've successfully negotiated and executed $100,000,000+ in consulting engagements, built many high-performance teams and helped transform numerous companies into profitable, effective and efficient organizations.

I use my experience, skills and insights as a High-Performance Executive Coach, Management Consultant, Advisor, Entrepreneur and Investor.

MY PHILOSOPHY 
I have a proven track record of delivering measurable results while empowering individuals and organizations to reach new heights of performance.

I believe with the right mindset, strategies, systems, and support, anything is possible.

With my extensive experience in leadership development, problem solving, strategic planning, team building, and performance optimization, I'm confident in my ability to help you take your career and business to new heights.

My goals are to empower you to:
• Achieve your goals.
• Identify your strengths.
• Overcome your challenges.
• Transform your performance.
• Optimize your leadership style.
• Thrive in both business and in life.

Whether you're an individual looking to take your career to the next level or a company seeking to enhance your performance and profitability, I'm here to help.

CORE COMPETENCIES
Account Management | Agile Methodologies & Transformation | Application Lifecycle Management (ALM) | Artificial Intelligence (AI) | Business Analysis | Business Development | Business & Technical Writing | Business Intelligence (BI) | Cloud Computing | Consultative & Solution Oriented Sales | Consulting | Content Management Systems (CMS) | Customer Information Systems (CIS) | Customer Relationship Management (CRM) | Custom Enterprise Software Development | Data Analytics | Digital Transformation | eCommerce | Electronic Data Interchange (EDI) | Engagement Leadership | Enterprise Billing Systems | Enterprise Resource Planning (ERP) | Entrepreneurship | Executive Leadership | Information Technology Outsourcing (ITO) | Interpersonal Communication | Marketing | Negotiating | Planning | Proposal Development | Partnership Development | Problem Solving | Process Optimization | Product Management | Program Management | Project Management | Recruiting | Sales Force Automation (SFA) | Scope Definition | Scrum | Software as a Service (SaaS) | Software Development Lifecycle (SDLC) | Solution Planning | Strategic Partnership Development | Strategy Development & Execution | Team Building | Vendor Management

Intellivant is a leading provider of High-Performance Executive Coaching, Management Consulting, and Advisory Services for Entrepreneurs, Executives, and Businesses.

We specialize in helping our clients achieve sustainable success by providing guidance and support in the areas of strategic planning, organizational design and development, operations management, mentoring, technological guidance, systems, startup incubation, and funding.

Our unique approach combines hands-on experience, cutting-edge technologies, and proven business strategies to deliver measurable results.

We work in partnership with our clients to create custom-tailored solutions that guide them toward an even brighter tomorrow.

We are here to help you take your business to the next level.

Are you ready to achieve sustainable, long-term success?

Contact us today at https://intellivant.com to get started.

Narland 

At Narland we are dedicated to sourcing fundamentally sound and profitable real estate opportunities. 

Opportunities include commercial and residential income properties development partnerships, third party asset and management contracts and joint ventures. 

 With over 35 years of operations, the company has established a solid reputation in the real estate industry and with its investor group, clients and partners.

 Our expertise includes all aspects of the real estate investment cycle including acquisition/disposition, financing, due diligence, leasing, asset and property management project/development management  and most in-depth market knowledge. 

Our investments are geographically focused on Western Canada  and the United States.

Narland actively pursues opportunities to acquire real estate which fulfill our primary investment objective:

“To strategically source quality real estate product with manageable risk, which produces stable cash flow, and the potential to measurably enhance value through implementation of a defined add value strategy in order to meet our investment return objectives.”

Narland participates in each real estate investment, along with its investors, which ensures our strategic decisions are motivated by objectives that are consistent with those of our investors. 

Comprehensive due diligence, strong market knowledge and attention to detail ensure that the risks associated with our investments are thoroughly understood, and meet our stringent risk profile parameters.  

Once acquired, Narland applies a proactive approach to leasing, construction and asset management which ensures our add value strategies are fully realized and both market value and investor returns, are maximized.

Implementation of these key investment values have consistently proven to improve the asset’s market position, cash flow and property values, allowing us to meet or exceed our projected return expectations.

Vice President, Acquisitions

Badco East

BadcoEast is a Real Estate Investment & Holding Company with investments in British Columbia, Alberta, and New York. We are continuously sourcing high quality Value Add opportunities both directly and with Partners.

Director

Richardson Wealth

At Richardson I managed a $700+ million discretionary investment portfolio across all asset classes for 200 clients. 

I advised high net worth families on investment solutions, structure, family planning, tax and financial strategies. 

Over 200 detailed financial plans were presented and solutions recommended were carefully implemented along side careful partnership with clients' other key partners such as lawyers, accountants, and tax advisors. 

A great deal of focus was placed on the next generation and educating young people about how to be good stewards of wealth, and many family meetings were held and moderated to improve family succession goals.

Portfolio Manager

Raymond James Ltd.

At Raymond James, one of the top rated investment institutions in Canada and the US, our capital markets team was among the top in the industry, generating high quality research and analysis for our clients.
 
Clients included multi billion dollar institutional clients such as hedge funds, pension funds, and life co's. 

Our main responsibility was generating and communicating short and long term investment opportunities to the sales & trading desk, and clients, issuing buy, hold, and sell recommendations on covered companies. 

My specific focus was Industrial capital markets in Canada which provided a clear read through into global economics given Canada's resource rich land and very large corporations in the oil, gas, transportation and machinery sectors.

Equity Research Associate

ACM Advisors

Fund Analyst

Macquarie Group

Administrative Assistant

Value Add Real Estate | Former $700,000,000 Portfolio Manager | DIY Investing course 👇

What I am not:


I am not a 22 year old FINfluencer
→ I'm all for young entrepreneurs, but taking financial advice from a 22 yr old is probably not the best idea


I am not a Life Insurance Salesman disguised as a Financial Advisor
→ NHL Player Jason Garrison was sold $30 MILLION of insurance policies and ended up drowning in them


I am not selling you get rich quick schemes
→ looking for get rich quick schemes? please unfollow


What I am:


35 years old
→ I'm not super old, but I have some grey hairs and life experience


CFA Charterholder
→ studied 1,000+ hours and passed all three on first go


Ex-Portfolio Manager
→ Fiduciary (LEGALLY held to act in client's best interest)


Ex-Sell Side Equity Research
→ analyzed and sold research on stocks


Director of Family Investment Co.
→ 3rd Generation, 11 cousins equal shareholders. 23% CAGR on our equity.


VP Acquisitions for Real Estate Investment Firm
→ Value add real estate - providing Limited Partners with passive real estate exposure.


Invested in all asset classes
→ large cap stocks, small cap stocks, commodities, fixed income, privates/alternatives


Invested in Bitcoin since it was $3,500
→ do your own research, but it is inevitable in my opinion.


An INSANE passion to help others invest
→ NOTHING gives me more satisfaction than helping a friend be a great investor


First time girl dad
→ best thing I've ever done in my life.



P.S. If you want to learn about how to get started investing, improve your habits, and become a great investor, you can take my self guided course:

THE SIMPLY INVESTING MASTERCLASS

In this 120-minute video course, you will learn everything you need to know to get started investing, improve your investing habits, and grow your wealth. You will transform from being unclear and scared about investing, to a capable and confident investor. 

→ GO HERE: www.edwardgudewill.com/invest

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Casey McCormick, MBA

Edward Gudewill

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