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.

BradLongCo

Start grow and scale a profitable online business by starting with the three most important questions: 1) Who am I going to serve? , 2) How am I going to serve them? And, 3) is there actually a viable market for that? Find out how the process works for starting and scaling a 5, 6 and even 7-figure online business by attending this free workshop: www.bradlong.co/workshop

Founder at BradLong.co

BlackLine

BlackLine Systems - Financial Close Modules: 
+ Account Reconciliations 
+ Task Management 
+ Variance Analysis 
+ Transaction Matching 
+ Journal Creation/Approval 
+ Consolidation Integrity Manager 
+ Blackline Reconciliation Management 

Clients have been able to save an average of 30% of time spent on their balance sheet reconciliations. This is an added bonus to the benefit of knowing all your accounts covered, risk is minimized, and having full confidence in the financial statements.

Blackline Intercompany Hub – empower organizational entities and business units to approve, review, and reconcile intercompany transactions in real-time. Centralize and-to-end intercompany accounting management and streamline process, reduce risk, and realize global visibility.

BlackLine Insights - real time benchmarking, intelligence for accounting and finance operations analysis.

Blackline is ERP / data agnostic and multi-currency, IFRS & GAAP supported.

Software 500 list - world’s “largest and best performing” software companies for the past 4 years, Deloitte Technology Fast 500™(past 5 years), prestigious Inc. 500/5000(7 years)

BlackLine clients include:
AFLAC, Bausch & Lomb, Bebe Stores, British Gas, Chanel, Hormel Foods, H&R Block, SkyCity Entertainment, T-Mobile, Aflac, Amgen, AT&T, Best Buy, Belkin, Chrysler, Concur, Costco, Del Monte, eBay, Expedia, First National Bank, FMC Corporation, Foot Locker, Four Seasons, Johnson & Johnson, Merck, Pepsi Bottling Group, Northrop Grumman, Novant, NBCUniversal Media, National Football League, Mondelēz International, MGM Resorts International, Medtronic, Mc-Graw Hill Financial, MasterCard, LinkedIn Corporation, Hyatt, Hertz, Groupon, General Mills, Penn Mutual Life Insurance, QBE, Rackspace, Ralph Lauren, Saint-Gobain Corporation, SBE Restaurant Group, Sirius SM, Southwest Airlines, Sprint, SunTrust, Tyco International, Under Armour, United Airlines, Zillow Inc, Zurich Insurance

Enterprise Sales Executive, Florida and Bermuda

Wolters Kluwer Tax & Accounting US

I help communications companies (i.e. telcom, VOIP, etc.) greatly simplify and manage:

1. Communications tax registration (Federal, State, Local) and regulatory compliance, 
2. Communications tax calculation, 
3. Communications billing, ERP systems,
4. Communications tax remittance and filing.

SureTax, powered by CCH, provides a timely, simple and effective way to calculate sales, use and indirect taxes for general merchandise, Communications (LD, CLEC, Wireless, VoIP, UCaSS, MPLS, VPN), Cable, Utilities, software/computer services, machine-to-machine (M2M) and WebRTC offerings for billing and compliance. By combining industry-leading CCH content with precise jurisdiction information and software-as-a-service (SaaS) cloud computing technology, SureTax simplifies the most complex sourcing and tax calculation rules in the industry.

Visit us at www.suretax.com

Enterprise Sales Executive - Communications Tax Calculation, CCH SureTax at Wolters Kluwer

Blancco Technology Group

Sale of data erasure software to enterprise clients including: data centers, cloud service providers and IT asset disposition companies.

- Interface and present to C-Level and upper echelon technology staff
- Utilize Targeted Account Selling (TAS) strategies effectively sell to organizations with complex buying cycles
- Lead internal process redevelopment to improve technical resource response times

Blancco is the proven data erasure solution for millions of users around the globe. As the global leader in data erasure and computer reuse solutions, Blancco offers the most certified data erasure solutions within the industry. The company serves users across a wide range of industries, including banking, finance, government and defense. The company’s products are highly valued by IT asset disposal professionals around the world. Blancco operates from an extensive network of international offices and partners across Europe, North America, the Middle East, Russia, Asia and Australasia. Blancco is a wholly owned subsidiary of Regenersis, a strategic outsourcing partner to many of the world's leading consumer technology companies.

Senior Account Manager - Blancco - Cloud and Data Center Erasure Solutions

Integrated Insurance Solutions

Field insurance for commercial and personal property and casualty insurance products including general liability and workers compensation for technology companies.

In this role, I performed both as an individual sales producer as well as a sales leader for other agents.

- Consistent top 5 sales producer for health, life, disability and long term care insurance products
- Ranked Top 30 in the nation out of over 600 agents
- Proven sales track record with consistent focus on goal attainment and professional development
- Sales leader for 6 field agents
- Agency business development, new business networking coordinator and operations management
- Sales leader for four field agents
- Accountability for personal production, team production, agency business development and online
  marketing

Vice President/Agent

Firm Design Web Group

Sales and marketing director functions for website development, print marketing materials, branding and rebranding campaigns.

- Worked with clients to integrate enterprise software ordering systems into their newly-developed websites
- Offered client consultations aimed at creating an overall marketing strategy for web, print and brand
marketing
- Major clients included Coca-Cola Enterprises, Wal-Mart, Office Depot and Mohawk Carpets

Account Executive/Business Development

Sage Software

Lead customer base in identifying software and systems limitations and helped them to upgrade.

- Specialized in moving customers from small business accounting/CRM systems to enterprise-level systems
- Consulted for MAS 90/200/500, ACCPAC, Sage CRM, Saleslogix, Timberline, MIP, FAS, Abra, PFW, Peachtree, Timeslips and ACT!
- Significantly and consistently exceeded monthly lead revenue targets
- Awarded quarterly for top support sales, top upgrade sales and overall performance

Migration Specialist/Account Executive

Bellsouth Advertising

Recommended Yellow Pages and Internet advertising programs to clients.

- Demonstrated quantifiable strategies to increase call volumes from print yellow pages advertisements
- Promoted internet marketing and advertising strategies to work in tandem with existing print advertising
- Consistently exceeded sales quota by 120 percent while handling $1+ million in annual revenues

Account Executive/Outside Sales

United States Army, Europe

Served as a U.S Army paramedic.

- Trained extensively in emergency medical care as well as mid-term patient care, e.g. administering shots, 
- IVs and drawing blood for lab testing

Combat Medical Technician

Helping solopreneurs build their 7-figure 'Value Ladder' (4-rungs). | ➡️ Start Here by taking the FREE, 60-second "What Type Of Online Business Is Right For YOU?" Quiz ⬅️ | Husband | Veteran | Founder

I help creative entrepreneurs grow their audience & profits using The Dopamine Drip Newsletter & Podcast.

Clear, zero-fluff resources for your writing, content, quizzes and offers:
The Dopamine Drip Newsletter: https://bradlong.co/subscribe
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Casey McCormick, MBA

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