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Julie Bennett is a seasoned sales enablement leader and management consultant with over 25 years of experience helping professional services, technology, and B2B organizations clarify their value proposition, scale sales efforts, and win complex deals. Based in Seattle, Washington, Julie is known for building practical, high-impact sales capabilities that combine clear strategy, repeatable processes, and compelling storytelling to make sales teams more effective.

Most recently, Julie envisioned and built a company-wide Sales Enablement function for Point B (~$300M management consulting firm). She established a proposal center of excellence, defined firmwide sales processes, templates, and governance, and led a team supporting proposal development and pitch strategy for more than 1,200 strategic pursuits. She partnered closely with executive leadership, sales, and marketing to elevate proposal quality, reduce cost of sale, and improve win rates by helping teams focus on the right opportunities and translate complex solutions into clear, persuasive client narratives.

Julie began her career at Accenture, leading business and technology transformation projects for Fortune 500 clients including AT&T, Cox Communications, and Expedia. Across her career, Julie has guided senior pursuit and delivery teams, facilitated win and deal strategy, and helped organizations define clear, differentiated solutions in highly competitive markets.

Julie is valued for her strategic mindset, operational rigor, and collaborative leadership style, and for bringing clarity and calm to high-stakes sales environments.

Kevin Kelly is a founder and CEO with deep experience building, scaling, and advising software and services organizations operating in complex, high-pressure environments. He brings a rare combination of founder-led growth experience, private capital markets fluency, and executive-level facilitation skills that help leadership teams move through complexity with clarity and trust.

Kevin is the Founder and former CEO of Altvia, a SaaS company serving private capital markets firms. Over nearly two decades, he built the company from inception through sustained growth and a successful acquisition. As CEO, Kevin was deeply involved across strategy, culture, and go-to-market execution, playing a hands-on role in enterprise sales and leading many of the company’s largest and most complex deals. His experience includes positioning and selling conceptual products, shaping pricing and services mix, navigating contract negotiations, and aligning product, sales, and customer expectations in evolving markets. From day one, he intentionally focused on building a strong, employee-centered culture grounded in trust, clear communication, and accountability.

Following Altvia, Kevin served as Chief Information Officer at P10 Holdings, a publicly traded private capital markets firm comprising eight distinct investment managers. In this role, he operated inside a highly sophisticated, multi-platform environment, working closely with executive leadership and investment teams to navigate organizational complexity across systems, processes, and governance structures. His experience at P10 gave him first-hand exposure to investment committee dynamics, public-company rigor, and the realities of operating under sustained performance and reporting pressure, further strengthening his ability to translate strategic and capital-market expectations into operational reality.

Across his career, Kevin has worked extensively with PE-backed and institutionally influenced organizations and understands the pressures faced by leaders operating in both bootstrapped and sponsor-owned environments. He is known for his executive presence, clear communication style, and ability to facilitate difficult conversations, particularly at the intersection of leadership, sales, product, and performance. Kevin is most valuable when leaders and leadership teams need strong facilitation, candid dialogue, and a trusted partner to move through hard conversations and align the organization around next steps.

Kevin is frequently sought out by CEOs and leadership teams navigating growth, transition, or heightened accountability, where clarity, trust, and decisive action are essential.

Meg Overstake is a senior commercial leader with over 20 years of experience in the medical device and MedTech industry, spanning sales and commercial leadership at Fortune 500 medical device companies, including Stryker and Zimmer Biomet.

Throughout her senior leadership roles, Meg has partnered closely with sales teams and executive leadership to develop commercial strategies and translate them into clear field execution- ensuring those strategies are grounded in real-world selling dynamics and positioned for growth. As a leader, Meg has attracted and led high-performing teams and overseen 30+ product launches, driving double-digit growth and sustained revenue across multiple joint spaces and portfolios.

Meg’s expertise spans end-to-end commercialization, including sales strategy, launch readiness, sales enablement, channel alignment, distribution strategy, and post-acquisition integration. She is particularly effective at building executable strategies that create clarity for sales teams and support consistent commercial performance, driving adoption and sustained growth.

Known for her collaborative leadership style and data-driven approach, Meg supports organizations navigating growth, transformation, and commercialization challenges by defining strategy and strengthening execution and alignment across sales, marketing, and leadership.

Sammy Post is a business strategy consultant having held multiple executive roles with experience supporting founder-led and private equity–backed organizations through growth, transition, and operational transformation. Sammy specializes in translating strategic vision into executable plans across operations, finance, marketing and sales. Currently, Sammy serves as Chief Operating Officer for Simple House Capital Group, where they lead post-acquisition integration and operational oversight for portfolio companies in the home services sector. In this role, Sammy is responsible for operational restructuring, financial and margin analysis, pricing and sales strategy development, systems implementation, and onboarding and coaching senior leaders. Sammy has worked closely with leadership teams across home services, logistics, construction and professional services businesses helping drive clarity, accountability, and sustainable performance improvement. Known for a practical, operator-focused approach, Sammy partners with executives and boards to strengthen execution, improve profitability, and build scalable operating models that support long-term growth.

Recent Clients:

Simple House Capital Group – Serving as COO for post-acquisition stabilize and scale strategy

Freccia Group – served as Business Management consultant resulting in operational turnaround, market strategy and double digits bottom line growth

BNSF Railway – During my time at BNSF Railway, I worked in a high-accountability operating environment focused on safety, consistency, and performance. I gained hands-on experience supporting operational execution, solving real-time problems, and collaborating with teams to keep work moving efficiently.

Yee-Ann Cho is a senior leader and advisor with deep experience across philanthropy, nonprofit organizations, education, and government. She is known for helping mission-driven organizations translate vision into strategy, align people and systems, and execute complex initiatives with clarity, rigor, and care.

Most recently, Yee-Ann was a Partner at LearnerStudio, where she worked with philanthropic organizations, school systems, and education ventures to accelerate progress toward a flexible, rigorous, and equitable learner-centered education system. Previously, she served as Director of Strategy, Planning, and Learning at Pivotal Ventures, Melinda French Gates’ venture philanthropy, where she led enterprise-level strategy, learning, and performance efforts across a diverse portfolio.YE

Earlier in her career, Yee-Ann served as Associate Dean and Chief Operating Officer at the University of Denver’s Daniels College of Business, Chief of Staff to the Lieutenant Governor of Colorado, and Senior Program Officer at the Bill & Melinda Gates Foundation. Across these roles, she has led cross-sector teams, managed high-stakes initiatives, integrated siloed organizations, and supported leaders navigating growth, change, and increased complexity.

Yee-Ann brings a collaborative, values-driven leadership style grounded in trust, integrity, and shared accountability. She is deeply committed to developing leaders, strengthening organizational culture, and building systems that enable both strong results and meaningful, sustainable work.

Susan Pieper works with CEOs and leadership teams of growth-stage companies ($5-$50M) who need both business consulting and leadership coaching but don’t have the time or budget to engage separate specialists.

At this stage, companies face business problems (brand strategy, financial systems, operational and systems chaos) and leadership challenges (confidence gaps, inability to delegate, team misalignment, mindset blocks). You can’t solve one without the other. A brilliant strategy fails without the leadership capability to execute it.

Susan integrates both in one engagement. She diagnoses whether the performance gap is business-related, leadership-related, or the space between – then builds solutions that address both. Sometimes that’s redesigning pricing strategy while coaching the CEO to have confidence in premium positioning. Sometimes it’s building financial systems while developing the leadership team’s ability to actually use them.

With the rigor of McKinsey and PwC consulting combined with the reality of building and selling her own company, Susan brings both strategic frameworks and execution discipline. She partners with founders and executive directors to fix what’s not working—whether that’s profitability, operations, capital raising, M&A preparation, or cutting through organizational chaos.

Her approach focuses on three transformations: getting leaders out of the operational weeds through disciplined planning rhythms (quarterly, annual, weekly monitoring); building systems that create organizational clarity so teams own their zones; and evolving leadership from controlling to empowering. The result: businesses that actually scale and leaders who can think strategically again.

Patrick Ryan is a product and technology executive with over two decades of experience leading digital transformation and building data-driven products across startup and enterprise environments. Known for his ability to bring clarity to complex initiatives, Patrick helps organizations align strategy, customer needs,, design, and technology to deliver products that scale and drive measurable adoption.

As Founder of ReSight, Patrick built a SaaS platform that automated reporting and data storytelling for enterprise clients. Patrick defined the product-market fit, and onboarded clients within its first year, gaining Fortune 500 adoption through a focus on usability, iteration, and customer feedback loops. His approach combined structured discovery with rapid prototyping to ensure every feature tied directly to user value.

Previously, as Chief Product Officer at Pellucid Analytics, Patrick led the development of a next-generation content platform that transformed how investment professionals create and share insights. He introduced new methods for measuring product engagement and effectiveness, using behavioral data to guide roadmap decisions and continuously improve adoption.

At Blackstone, Patrick drove product strategy following the acquisition of DCI, integrating legacy systems into modern, cloud-based platforms that supported over $18B in new AUM. He built frameworks for quantifying success across client experience, feature adoption, and operational efficiency – helping leadership translate vision into measurable outcomes.

Patrick thrives at the intersection of product leadership, systems, and organizational change. Whether helping startups achieve product-market fit or guiding large institutions through modernization, he brings a hands-on approach rooted in clarity, communication, and execution.

With 20+ years of experience spanning law, HR, and business, Sarah Marks is a trusted advisor to executive teams seeking to align people, process, and purpose to enable scale and impact.

She partners with organizations across industries—from foundations and nonprofit organizations to early-stage tech companies to mature public and private institutions—helping them build capacity, design systems, optimize processes, and implement strategies that drive organizational effectiveness and achieve business results.

Based in Denver, Sarah has held executive roles in Denver Public Schools, served as an attorney at Holland & Hart, and managed multi-million-dollar revenue streams at Guild Education. She brings a unique blend of strategic, operational, and legal expertise, and thrives in roles that require complex problem-solving, systems development and implementation, and cross-functional alignment.

Outside of work, Sarah is a mom, community volunteer, and nationally ranked tennis player.