Outsourced CEO’s/CFO’s/COO’s

Beth Freeman has held a variety of positions including Law Firm Administrator, Owner of a Professional Coaching Business, and Real Estate Investor. Beth was previously with a non-profit organization with 12,000 members as a Sr. Director and Executive Team Member. She was responsible for the development of two departments, seven Directors, and multiple teams consisting of 135 leaders, coaches, and support staff in the creation and implementation of programs across seven Chicagoland locations. This included overseeing the delivery of multi-location weekly events for thousands of members, leading monthly workshops, and delivering keynote messages for annual conferences. Beth is most proud of her volunteer work in her community over the last few decades, mentoring women of all ages and stages of life. Beth has been leading people and developing businesses for 28 years.  In her spare time, Beth enjoys long walks with her husband, game nights with her kids, reading to her two grandkids, riding horses, and journaling.

Brian has held a variety of positions including business owner, sales manager, attorney, consultant, president and was previously CEO where he was responsible for leading a nationwide legal services company that operated from 12 locations, in 7 states. Brian is most proud of his ability to integrate complex situations into strategic solutions. In his spare time, Brian enjoys learning and growing alongside his young child.

Charles Luna has held a variety of positions including business owner, and Director of Marketing and Communications, and was previously with Medtronic as a Conversion Rate Optimization Specialist and Campaign Development Advisor where he was responsible for leading the global web optimization and omnichannel campaign development of a Fortune 50 company. Charles is most proud of the dozen-plus years he spent creating and building an agency that specialized in marketing professional services firms. In his spare time, Charles enjoys camping, traveling, hiking with his dog, and sampling Colorado’s amazing varieties of craft beer. Before becoming a marketer, he also had careers as both a cancer researcher and as an architect. Life is full of unexpected twists and turns…

Clarissa has held various positions, including Law Firm Administrator, Manager of Operations and Administrative Services, and Director of Operations. She was previously with Carluccio, Leone, Dimon, Doyle & Sacks, L.L.C. as a Law Firm Administrator, where she was responsible for a multi-office team of Attorneys and Legal support staff, securing the Operational Management, Policies and Procedures, Human Resources and Technologies to enrich the culture and support the business. Clarissa is proud of her time working in New York City at one of the largest women-owned legal recruiting firms, where she opened multiple eDiscovery centers nationwide. In her spare time, Clarissa enjoys hot yoga, gardening, and an endless pursuit of finding the best pizza. She also adores spending time with her family in NJ and traveling to the beautiful island of Puerto Rico to visit her parents.

Tarek is an attorney with a bachelor’s degree in psychology and over 20 years of executive management in international development work experience. After graduating from the University of Texas Law School, Tarek worked in international negotiations and later moved to various executive positions pioneering and managing international development projects, including leading the implementation of development, programmatic, marketing, communications, and operational plans, strategies, and objectives.

Tarek is skilled at zooming out to the larger strategic picture, then zooming in to ensure financial optimization and resource management, passionately guiding stakeholders into result-focused solutions for growth and success. Tarek’s insightful approach, dynamic personality, and unwavering commitment to guiding entrepreneurs to perform at their highest potential make him a fearless advisor.

Tarek lives in Houston, Texas, and enjoys math puzzles and a variety of music and dance. He is also fluent in four different languages, and currently working on mastering a fifth.

Gerry has held a variety of positions including CEO, Managing Director and CFO, and was previously with Keypoint Intelligence as Chief Executive Officer of the private equity backed market research and testing business covering the technology sector. As CEO Gerry was responsible for leading the business through a period of rapid growth both organically and via acquisition, positioning the firm as the industry leader over his five-year tenure. Gerry holds an MBA in Business with post graduate certificates from Harvard Business School and the Wharton School of Business. 

In his spare time, Gerry enjoys tackling home improvement projects large and small, hiking with his dogs and an occasional round of golf.