Outsourced CEO’s/CFO’s/COO’s

Chuck has extensive experience as an operations leader and c-suite advisor in both the Legal Services and Financial Services industries.

He has held a variety of leadership positions including Chief Operating Officer for a large personal-injury law firm where he was responsible for operational execution in Marketing, Sales, Case Management from intake to settlement, Financial Controls, Information Technology, and Human Resources.

Previously, Chuck was a managing consultant for both Big-4 and boutique advisory firms where he advised C-suite clients in the Financial Services industry on executing transformational changes across people, process, and technology.

Originally from Boston, MA, Chuck has lived in several states through New England and the Midwest. He now resides in Charlotte, NC.

Nigel has held a variety of positions including Strategic Business Process Manager and Senior Sales Manager and was previously with Equifax as Global Operational Excellence Manager, where they were responsible for standing up, running and scaling global operations, KPI/OKR design and performance, quality and process engineering, continuous improvement, reporting, among others. Nigel is most proud of building the Center of Excellence that transformed the way the company serviced the internal and external clients within the B2C division. He also holds certifications in Lean Six Sigma Black Belt, PMP, Agile Practitioner and Scrum Master.

In his spare time, Nigel enjoys spending time with his family, adventure, developing new skills and water sports, which he used to practice more back when he lived in Costa Rica, where he is originally from.

Please join us in welcoming Nigel to How to Manage a Small Law Firm and wishing them success in this new opportunity.

Andrew has held a variety of positions including owning a business coaching company, regional director with TK Elevator and finance manager for ADT Security Services. Most recently, his teams were responsible for isolating customer attrition predictors and financial opportunities to drive more than $19M in incremental revenue in 2022. Additionally, Andrew has extensive contact center experience, particularly from a financial and operational perspective for staffing and utilization optimization.

Andrew is most proud of winning back-to-back American Business Awards ‘Customer Experience Team of the Year’ for exceptional operational, financial and customer experience performance nationally in the recurring services industry. Additionally, being awarded ‘Outstanding Performance in Finance’ for the ADT/Brink’s Home Security integration for more than 1.2M customers.

 

Andrew holds a bachelor’s degree from the University of North Texas (UNT) in Finance, with an emphasis in Money/Banking, as well as holding a CCXP (Certified Customer Experience Professional) designation since 2014.

 

In his spare time, Andrew is an avid car show entrant and attendee, skier, and mountain biker. He and his wife Melissa of 25 years are often cheering for their youngest son’s soccer team each weekend while their oldest son attending UNT, to hopefully become a fourth-generation alumni! As a family, they enjoy visiting the mountains of northern New Mexico and Colorado to relax and get away.

Lucia has held a variety of positions including Global Brand Coordinator, Marketing Manager ,  and was previously with Exotec as Marketing Director of North America where she was responsible for leading the efforts of the company to gain visibility in warehouse logistics in the US market.  Lucia is most proud of helping the companies she has been with grow and be able to get into new markets.

In her spare time, Lucia enjoys traveling, attending live music events, reading, and spending time with loved ones.

Brian has held a variety of positions including Chief Marketing Officer, and was previously with Authority Media Marketing as CMO where he was responsible for creating digital marketing campaigns, and training client staff to manage KPIs. 

 Brian is most proud of being interviewed on The Howard Stern Show about how entrepreneurs can brand themselves as celebrities in their niche. Brian was invited on the show when an article he wrote for The Huffington Post on this topic went viral and got the attention of Howard Stern. 

  In his spare time, Brian enjoys swimming with his family, training in Muay Thai, and trying to improve his contemporary acrylic painting skills. 

Dawn has held a variety of positions including Supervisor – Administration & Nuclear Training for Illinois Power Company; Director – Operations, Sales & Services at New Law Business Model; Director – Human Resources for multiple companies; and Creative Services Manager, responsible for branding, design, and copywriting for 4-divisions under the Scrip Companies umbrella, two of which ranked #1 in sales within their industry. Dawn is most proud of earning multiple awards at Illinois Power Company’s Nuclear Power Station while still in her 20’s for Significant Backlog Reductions and Process Improvements. Dawn has worked in the legal industry for more than a decade and has provided management advice to hundreds of law firm owners on how to scale their businesses quickly, efficiently and profitably.  In her spare time, Dawn enjoys working on creative projects and spending time with her husband, adult children, grandson, and Labrador Retrievers, Loki & Ava. Not necessarily in that order.