Nexla

Manager, Sales Development

500+ connectors for data integration leads to faster data products and RAGs

Nexla unifies:
→ data integration
→ data preparation
→ monitoring
→ governance
and delivering trusted data to users in their preferred systems and formats. 

Check out https://nexla.com and the offering on GenAI and RAG. 

Companies like DoorDash, LinkedIn, Johnson & Johnson and LiveRamp rely on Nexla for mission-critical data that drives their analytics, machine learning and business operations.

Sales Development Representative

Chasing Monday Coaching LLC

- Coached entrepreneurs and business leaders in developing and achieving short- and long-term business goals
- Developed a marketing strategy utilizing LinkedIn content to obtain passive leads
- Utilized email and LinkedIn messages to communicate with potential clients and “close the loop” on services

Business Development Consultant

Bank of America

- Ability to communicate with peers, managers, and executives spanning nine U.S states and three foreign countries
- Developed and documented policies and procedures to meet the evolving demand of operational and regulatory risk requirements
- Negotiated business requirements with 3rd Party Vendors to ensure timeliness, accuracy and completeness of information flowing into the organization

Assistant Vice President

- Mitigated a critical disruption of confidential communication between Bank of America and a Third-Party Vendor supporting consequential harm remediation efforts as a member of the Pre-Paid Card Unemployment Program in response to an OCC Consent Order serveing as lead technical advisor to internal and external stakeholders on AWS and Business to Business pathway technical requirements
- Automated data extraction, sanitization, and presentation processes, saving 10-man hours per week and enhancing the quality and accuracy of weekly high-level reports
- Educated leaders on system capabilities and broke down communication barriers, improving payment process flows
- Led process management team working with Sanctions Center of Excellence (SSCoE) and Global Financial Crimes partners to document the Bank of America Sanctions process end-to-end, and identify metrics and controls while recommending new controls to mitigate gaps and spillage
- Documented and tracked risks, results, and issues for a pre-paid card unemployment remediation project, working with internal partners and third-party vendors to ensure compliance and mitigate risk
- Created and presented technical documentation for Unemployment Pre-Paid Card claims investigation processes, leading to a contingency of operations for personnel turnover

Project Manager

National Gypsum Company

- Managed mill operations for a drywall manufacturing plant, overseeing 12 employees and raw material delivery. Ensured quality, safety, and efficiency standards were met and maintained.
- Ensured the purity of raw materials by conducting quality testing using various analytical methods and instruments. Compared the test results with the pre-established specifications and standards and reported any deviations or non-conformities to the quality control (QC) unit.
- Led a board reclaim project to recycle imperfect gypsum board for reuse, reducing waste disposal costs and increasing raw material availability.

Mill Supervisor

US Army

- Senior advisor to the Squadron Commander for all Communications and IT related projects
- Used phone and email to coordinate mission planning with sister squadrons as well as external civilian and federal organizations
- Presented for approval and implemented a remote work environment for all IT support staff during COVID-19
- Managed day-to-day operations and risk for help desk, information systems, and communications teams, providing reliable and secure network operations, information services, and data management for 500+ military and civilian personnel
- Created and instructed information security training regarding the proper use and risk measures of handling classified and unclassified data for an organization of 300 users while deployed to Afghanistan 
- Led and oversaw various IT/communications projects, including infrastructure re-cabling, SharePoint migration, tactical communications establishment, data lifecycle management, and multiple IT Network Device End of Lifecycle operations. Projects were delivered on time, within budget, and in accordance with quality standards and stakeholder expectations
- Ensured functionality and mission readiness of communications, computer, and network equipment across the organization, valued at over 10 million USD. Managed the security, care, and maintenance of the equipment, following best practices and DoD and NIST Standards for 2 years with zero incidents
- Developed monthly Unit Status Report (USR), compiling all unit inventory, personnel, equipment, and training metrics to be presented to the Department of Defense (DoD) for use in identifying units for future deployment

Senior Consultant (Captain)

Operations Manager | Assistant S3

IT and Communication Lead | Platoon Leader

As a Former Army Captain I'm passionate about helping individuals and teams unlock their full potential. 

Having worked in the Military, Manufacturing, and Financial Services industries I have continued to search for what truly makes organizations successful. From my experience this goal is enabled by organized and useable data. 

Proper use of data assets does more that just allows you to present and inform at all levels of the organization. It allows you to:

- Tell a story
- Take strategic action
- Focus on wins while mitigating losses 

Most organizations face an enormous problem when it comes to organizing, structuring, and using their data in a meaningful way. 

Nexla is primed to solve this problem by streamlining data process to quickly transform raw data into actionable insights. We do this by automating data workflows to enhance responsiveness to business needs. 

This not only speeds up decision-making, but allows for more frequent iterations of data products. 

If you are finding yourself in situations where you have mass amounts of data, but cannot use it to its fullest potential it might be time to reach out for some help.

You can get in contact with us at nexla.com (link in my profile), or send me a message and I'll be in touch.

Lets find some time to talk today!

Casey J. Klein

The Next Insight

As a founder and business owner, I specialise in empowering fellow founders in "boring businesses" like:
 - cleaning services, 
- landscaping, 
- plumbing, 
- waste management, 
- storage, 
- accounting, 
to simplify operations, scale strategically, and reclaim their time. 

My focus is on helping these industries build systems that drive consistent growth, foster resilience, and transform their businesses into valuable, self-sustaining assets. 

Through tailored coaching, I guide leaders to uncover growth opportunities, eliminate inefficiencies, and create a business that works for them—not the other way around.

Why me - because  I currently run a 2 digits cleaning company and I know and understand your pain!

I have been there:
- sleepless nights
- not sure if you have money to pay your teams
- unhappy clients
- lack of systems and consistency

And through testing and introducing systems, SOPs and AI/automation I was able to scale, reduce the stress and spend more time doing something else.

Business Coach

Bonnie Brooms

As the founder and owner of Bonnie Brooms LTD, I lead a dedicated team in providing exceptional cleaning services and customer support. With a passion for delivering excellence, I oversee the strategic direction and growth of the company, ensuring that our clients receive top-notch service every time.

My role involves guiding and supporting our team members to uphold our commitment to quality and professionalism. From managing operations to fostering a positive work culture, I strive to create an environment where our employees thrive and our clients delight.

We are growing in the Edinburgh area and are already considering expanding next year!

Business Owner

ValoremFirst

Client Engagement: Act as the primary point of contact for clients, understanding their needs and maintaining strong, lasting relationships.

Business Development: Proactively identify and pursue new business opportunities, expanding our client base and services.

Process Mapping: Analyze and map clients' business processes to identify improvement areas, ensuring alignment with their strategic goals.

Business Change Implementation: Drive the implementation of business change initiatives, from concept through to delivery, ensuring they deliver expected benefits.

System Change Implementation: Oversee and implement system changes, working closely with technical teams and system suppliers to ensure smooth transitions.

Supplier Governance: Manage and govern system suppliers, ensuring they meet contractual obligations and deliver high-quality services.

Continuous Learning: Stay abreast of emerging technologies and methodologies, demonstrating a commitment to continuous learning and skill development.

Digital Transformation Consultant

Imagine Learning

- Accountable for ensuring there is a clear and transparent delivery plan
at all times across all digital initiatives
- Responsible for leading and facilitating Pi Planning, team meetings
and workshops to support agile planning
- Help the team maintain focus on committed goals by working to resolve
cross-team dependencies & blockers and managing risks
- Lead and ensure dependencies are scheduled into the delivery plan
- Identify capability, skills, or resource gaps affecting potential delivery
ahead of time
- Nurturing a continuous improvement mindset to establish self
sufficient, agile teams while ensuring they gain the confidence of estimation &
planning
- Optimising team output without reducing quality using data-led
decision making

Agile Delivery Lead

Enterprise Agility University

- Represent the Enterprise Agility World Community and introduce its values, mission, identity
- Initiate new research and practices to a larger audience, as a thought leader and expert in the domain
- Promote the new foundations of Enterprise Agility to the community and the industry
- Grow my leadership and influencing skills and master the art of communication by facilitating international events and engaging in community outreach

Enterprise Agility World Community Ambassador

Avaloq

- Collaborate with teams to analyze current systems and processes and design a strategy for the adoption of agile best practices
- Collaborate with the other Scrum Master / Agile Coaches in driving the Agility within the teams
- Guide teams to help them stay on track with agile techniques, fine-tuning approaches as needed to ensure the overall strategy is being met 
- Lead agile workshops for both development and functional teams, as well as key stakeholders
- Promote and advocate a culture of continuous improvement, setting goals and milestones and being accountable for them
- Drive cultural change by championing an agile mindset and ensure the organization is at the forefront of industry best practices
- Facilitate learning and development through individual and team coaching
- Coach management in agile practices to ensure adoption of best practices from top-down
- Effectively communicate agile principles, Scrum practices and overall operating model across the organization
- Champion the use of metrics and other objective measures across teams
- Keep an objective perspective on issues and troubleshoots by applying agile principles
- Support teams in determining the resource allocation to maintain agile practices and ensure smooth project delivery

Agile Coach

Part-time Scrum Master in the team:
- facilitating daily scrum, sprint planning and retrospective meetings
- forecast the numbers of deliverables possible in an iteration, which is based on evidence and reliable source
- create useful, reliable and practical plans for software development projects
- help the team or individual to clarify goals and actions to achieve them
- shield his team from outside distractions and interferences
- ensure the correct use of the scrum process
- track and remove impediments
- improve the efficiency of the development team

Scrum Master

- Designing technical solutions, documenting the functional and technical design
of the new systems in the Portfolio Management area
- Analysing Portfolio Management figures (Performance, Ex-Ante & Ex-Post Risk, Rebalancing, Attribution)
- Documenting requirements, defining scopes and objectives of software
development projects on Avaloq software products
- Ensure the timely availability and accuracy of requirements, so the delivery teams can develop software as efficiently as possible
- Interact with other Development functions to ensure requirements are fully understood, broken down sufficiently and estimated correctly & consistently
- Collaborate with stakeholders to ensure product plans (roadmaps/features/functions/UI) fit the needs of the target audience
- Prepare and facilitate workshops with clients, stakeholders or/and end-users in order to analyze their problems, contexts and needs;
- Support the software engineer workflow and task allocation through effective organisation and
communication skills

Business Analyst - Portfolio Management

- Maintain the Avaloq Issue Tool to plan, track, release and report issues
- Reproduce issues via the Issue Tool where appropriate
- Create functional & gap specifications
- Support the software engineer workflow and task allocation through effective organisation and
communication skills
- Support the preparation and realisation of sales workshops
- Conduct requirements engineering workshops with customers
- Create complete and correct system requirements specifications
- Define and execute test cases from a banking perspective
- Provide input required by technical writers in order to create and maintain system documentation
- Analyse defects and new requirements reported by customers
- Liaise with customers regarding the defects and requirements reported
- Participate in estimating business analysis efforts for new requirements
- Ensure best practice configuration of the product, including meaningful customisation setup

Business Analyst - Payments

Spicy Pen

- crafting brilliant ideas into awesome online projects using Wordpress, HTML5, CSS3, JS, Bootstrap, Foundation, jQuery, PHP and SQL;
- helping existing projects to upgrade their online presence and grow visibility;

Small Business Owner / Web developer

creative pixels

- create modern, mobile-first responsive, functional and beautiful interfaces using HTML, CSS, PHP and JavaScript;
- design and build custom websites using Wordpress 4.7 (Visual Composer, EasyCart, WooCommerce);
- good knowledge of responsive design patterns and applying that to HTML, CSS and PHP code;
- writing raw HTML5 / CSS3 and learning design in Illustrator, Photoshop CS6;
- focused on delivering great user experiences, no matter the device or screen size;
- working alongside designers, with new ideas/ suggestions for websites UI/UX, taking / giving suggesitons and contribute to the process;

Web Developer

EOS KSI Romania SRL

- generating recurrent/ on-demand reports for in-house clients (team leaders and managers) and improving by 15% the waiting time;
- creating/ optimising complex SQL packages/procedures to automatically update data reports using database scheduled jobs; 
- obtain data faster by 10%, with less loading on the data warehouse server ;
- helping other/new analysts with reports/ SQL difficulties/ general business suggestions;
- administrating the company’s report application (new reports/ optimising old ones/ application adjustments) and providing new analytical insights on the company KPI's;
- collecting/ analyzing/presenting KPI data in management meeting; 
- gathering business requirements for the new weekly company financial indicator using interviews, brainstorming, and documentation review;
- provide business support in testing phases and go-live implementations of new report automatization;
- help Product Owner on SQL implementations for new features/ management solutions that will help the stakeholders have a better understanding of the financial situation;

Business Analyst

Synygy

- participated in implementing business projects for US Pharmacy customer; 
- product earnings curves analysis and the annual sales force quota setting process for a large US Pharmacy customer, where our team applied multiple linear regression models to derive annual targets (as well as optimising existing Excel forecasting tools);
- discovery/ configuration/ unit testing / system testing /extensive report development (Excel VBA, Crystal Reports);
- financial analysis of reports and results;

Agile Transformation Specialist | Strategic Delivery Leader | Performance Coach

👋 Are you a business owner overwhelmed by the day-to-day grind and struggling to scale sustainably?

Freedom is one of my core values—the freedom to create your schedule, build your dreams, and design an intentional life. 

I help business owners achieve this by transforming how they think and operate.

After five “learning experiences” (aka failed businesses), I built my dream company, and now, with over two decades in international business and coaching, I’ve helped countless leaders overcome their fears and scale with confidence.

Here’s how I help you break through challenges using my ACT Framework:
A - Assess - Understand where you are and what’s holding you back.
C - Create - Craft a simple, actionable plan aligned with your goals.
T - Transform - Stay adaptable to overcome obstacles and sustain progress.

📈 Results clients have achieved:
- Increased revenue by 20% on average ( a client 4x his revenue in 8 months of working with me)
- Reduced stress and fear around decision-making.
- Built scalable systems that foster work-life harmony.

Ready to break through limitations and scale your business? 

Let’s connect and discuss how I can help you simplify, scale, and succeed.

taplio

The Battle

Casey J. Klein

Lumi Miron

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