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California Coast Credit Union

Leadership Coaching, Lean & a High-Performance Culture

California Coast Credit Union

Leadership Coaching, Lean & a High-Performance Culture. Challenge The creation of a high-performance culture at California Coast Credit Union was a top priority. To transform from good to high performance, executives needed to be pro-active, decisive leaders who “owned” the activities and results of their departments, be accountable and encourage and demand their people to…
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Michael King

Michael King Executive Leadership Biography W. Michael King, Ph.D., BCC, with a career of over five decades of experience, serves as a Trusted Advisor, Mentor, Consultant, Executive Confidant & Coach. Deeply trusted in corporate organizations, he is renowned for his objective no-nonsense approach. His focus ranges from the executive suite throughout the spectrum to divisions,…

David Fleming

David Fleming Financial Leadership Biography David is a decisive leader/MBA who is recognized for modernizing and rejuvenating accounting and financial management systems, ratcheting up internal controls, optimizing the integration of information across functions and operating units, and ensuring that enterprise leaders have the financial information necessary to make bold business moves to drive growth. Mr.…

Greg Goldasich

Greg Goldasich Technology Leadership Biography An information technology consultant, Greg provides senior technical leadership to help organizations seeking to implement change and optimize value of information technologies. Greg works with clients to build team environments that facilitate performance through collaboration, creativity and accountability. He has developed, established and led architecture, engineering & design competency centers,…

Marla Shepard

Marla Shepard Executive Leadership Biography With over 30 years-experience as President and CEO at a large top performing credit union, Marla brings unique skills and perspective in working with credit unions, nonprofits and small business. Her experience as a board member for a “for profit” public traded company adds a whole other dimension to her…

Gene McGill

Gene McGill Financial Leadership Biography Gene is a knowledgeable financial manager adept at increasing corporate efficiency and profitability. He works with companies to improve corporate structure, internal control systems and risk assessment. Gene has over 20 years of accounting operations leadership in a range of industries including durable goods and medical device manufacturing, telecommunications, high…

Steve Torrey

Steve Torrey Financial Leadership Biography Drawing from over thirty years of CFO experience, Steve uses a supportive team-management approach to financial leadership. He helps CFO’s go beyond their basic responsibilities of providing accurate and timely financial reports; he helps discern management’s unspoken needs and customizes information systems and internal reporting to ease management decisions. He…

Vista Community Clinic

Strategic Marketing Positions Healthcare Organization for Growth

Vista Community Clinic

Strategic Marketing Positions Healthcare Organization for Growth Challenge In 2013, Vista Community Clinic (VCC) recognized the need for a brand update in order to convey to the community its mission and vision, as well as its high level of quality patient care and commitment to providing complete health-related services to all of its patients. In…
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Mike Osterling

Mike Osterling Operations Leadership Biography Mike is a facilitator, coach, speaker and author who provides leadership and front line support for companies on the Lean Journey. With more than 25 years of leadership experience, he has played a pivotal role in leading transformations in industries such as aerospace, auto, consumer goods, medical products, oil production…

Rick Newton

Rick Newton Executive Leadership Biography Rick has over 30 years of hands-on expertise as a Small Business Owner, Private Equity Investor, and Executive of Fortune 200 Companies. Rick has experience across all industries with world-wide recognition for Entrepreneurship, Intrapreneurship, and Social Responsibility. Rick is accomplished at identifying the key value drivers to significantly grow businesses…

Pamela Richarde

Pamela Richarde Executive Leadership Biography An experienced leader and Executive Coach, Pamela brings to her work a unique combination of results-oriented pragmatism, intuition, business experience, compassion, humor and an insatiable curiosity. Her approach to working with clients is informed by her multi-disciplinary background, ranging from political science to performing arts to business management. Pamela’s years…

Jannette Bailey

Jannette Bailey, Ph.D. Executive Leadership Biography Jannette Bailey with her combined Ph.D., MBA has been a senior facilitator for Fortune 500 companies, keynote speaker, executive coach, webinar training instructor, quality management advisor, strategic business developer and classroom presenter. Since 2001, she has worked with individuals and groups creating transformational, high-performing organizations. She has taught on…

Cricket

CUSTOMatrix helped us to clearly articulate the goals and strategy for our third party labor provider and to elicit important perspectives from their key people. As a result, our team is solidly aligned on the goal and the strategy for the project, with improved trust between all parties. Chuck Conrad VP National Retail, Cricket Communications

Vista Community Clinic

CUSTOMatrix provided executive development and coaching for our newly hired COO. CUSTOMatrix was successful in establishing a trusted advisor relationship. Today, our COO has made a successful transition into her leadership position and is performing at a high level. Barbara Mannino CEO, Vista Community Clinic

McGregor

Working with CUSTOMatrix was one of the best decisions I have ever made. CUSTOMatrix has been a tremendous asset during the successful execution of a succession plan and transition to a new and highly rewarding banking relationship. Cathy McClintock CEO, McGregor

Full Swing Golf

We recognize CUSTOMatrix for their integrity, innovation, knowledge and experience. CUSTOMatrix continues to be a valuable advisor and we recommend their services and representation to businesses that are interested in effective accounting and taxation solutions. Eric Murray CEO, Full Swing Golf

Space Bag

Leadership and operations coaching turn around call center customer service

Space Bag

Leadership and operations coaching turn around call center customer service. Challenge During Space Bag’s acquisition by ITW, they naturally experienced shifts in leadership and sales structures. In particular, while Space Bag’s model had focused primarily on retail sales, direct sales began to grow, thereby impacting their call center’s operations. Additionally, with the arrival of new…
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Space Bag

CUSTOMatrix provided perspectives from more than one discipline, which helped in broadening our understanding and contributed to a positive outcome. It is a pleasure doing business with CUSTOMatrix and they have proved to be a valuable asset to our organization. Yolanda Ambriz HR Director, Space Bag

Armond Mehrabian

Armond Mehrabian Information Leadership Biography A highly enthusiastic software development consultant and coach, Armond leverages 24 years of experience in software development and engineering leadership, with a focus on Agile software solutions. Having trained and coached several organizations and hundreds of product development professionals, Armond has helped successfully guide them through their Lean-Agile journey. A…

Blair M. Baker

Blair M. Baker Technology Leadership Biography A highly talented IT executive, Blair specializes in project management or interim leadership consulting in the realms of Information Technology and/or IT operational excellence. Blair excels in assisting executive and IT teams in increased communication, efficiency, and infrastructural alignment. He’s particularly skilled in transforming individual technical silos into a…

Bruce R. Maches

Bruce R. Maches Information Leadership Biography A dedicated, results-oriented IT executive, Bruce successfully helps companies use technology to translate business needs into IT strategies and solutions. Leveraging over 17 years of experience in FDA-regulated industries, he’s worked with large pharma, bio-tech and medical device manufacturing enterprises. He was engaged in four Systems, Applications and Products…

Colin MacKinnon

Colin MacKinnon Information Leadership Biography Working with CUSTOMatrix as a technology consultant, Colin assists early and “change” stage companies in planning, managing and successfully accomplishing key transitions. His focus is on strategic technology infrastructure, having worked across the fields of industry, government and non-profit organizations. Holding key executive positions in areas such as broadcasting and…

Curtis W. Price

Curtis W. Price Operations Leadership Biography Curtis is a Process Improvement Manager with proven success in leading large project teams to meet aggressive manufacturing goals based on unique customer requirements. He’s well versed in all areas of manufacturing and production including Lean Manufacturing, Six Sigma, team- building and project management. In addition to his technical…

RoadOne West

Our relationship with CUSTOMatrix has provided the highest degree of financial advisory expertise coupled with the added benefit of driving cost savings to our bottom line. The continued ability to have access to CUSTOMatrix executive talent is invaluable to RoadOne West. Dale Wineteer CEO, RoadOne West

San Diego Community College District

For over eight years, CUSTOMatrix has provided expert support resolving employee conflicts within a complex, unionized organizational system. I can always depend on CUSTOMatrix to use progressive and interesting training dynamics to achieve effective results with our employees. Erin Milligan-Hill Director, San Diego Community College District

Greg Chenault

Greg Chenault Financial Leadership Biography Greg Chenault is an expert controller with more than 18 years of experience in accounting and finance. He’s held senior accounting roles in both public accounting and private firms, including high-tech manufacturing and construction. Most recently Greg spent the past two years as a Consulting Controller for TGG Accounting. Prior…

Ken Anderson

Ken Anderson Financial Leadership Biography As an accounting and finance executive consultant with an MBA and Big 4 CPA experience, Ken provides an effective blend of strategic planning together with extensive practical CFO and Controller experience to help companies maximize their growth and profitability potential and to continuously improve their operational efficiencies. Ken has experience…

Jerry T. Edge

Jerry T. Edge Human Resources Leadership Biography Jerry’s Human Resources expertise spans every area of management, with experience working both domestically and abroad. In addition to providing leadership at all the levels of executive HR functions, Jerry also specializes in compensation, benefits, international HR, and HR information systems. Having worked with over 40 clients, Jerry…

Pace Shave

International enterprise saves $188,000 annually while preserving key relationships

Mark Fingerlin

Mark Fingerlin Executive Leadership Biography Mark Fingerlin combines his forty years of corporate leadership and Naval Aviation experience to provide executive leadership to CEOs and executive teams in a wide-range of corporate fields. Using his extensive “on the ground” experience, he draws from his personal experience and success to help chief executives become better leaders,…

Michael Lindsay

Michael Lindsay, Ph.D. Executive Leadership Biography Drawing on over 20 years of wide-ranging experience as a clinical psychologist, Michael uses his vast skills and expertise to activate leadership capacity at the executive and director levels. Passionate about assisting individuals in unleashing their potential, Michael helps leaders to drive business results through enhanced communication, influence, conflict…

Nancy Helgeson

Nancy Helgeson Executive Leadership Biography Nancy Helgeson is an Executive and Career Coach, trainer and facilitator with over 23 years of experience. She is currently Principal Partner with Collaborative Solutions, a firm specializing in executive, team, career and performance improvement coaching and facilitation. Nancy has also been an adjunct staff member for over 20 years…

Philip A. Hamilton

Philip A. Hamilton Financial Leadership Biography Philip’s expertise spans over thirty years as a business manager-owner, with a strong track record as a skilled and adept Chief Financial Officer. Building on a solid foundation in financial management, he has directed the planning and implementation of corporate growth strategies that have helped companies achieve the number…

Sue Simone

Sue Simone Marketing Leadership Biography Sue Simone is a seasoned, versatile and creative executive specializing in strategic business development, marketing and sales. She has provided consulting services for a wide array of expanding and start-up companies and non-profits in the areas of: strategic planning, partnerships, sponsorship, marketing, sales, integrated communications, interactive media design and production.…

Thomas P. Parham

Thomas P. Parham Information Leadership Biography An IT leader and former “Big Four” consultant, Tom’s collaborative style blends with his wealth of expertise to help enterprises transform their IT functions. A seasoned professional, Tom focuses on his client’s needs, lending his business acumen to process and technology alignment. Adept at envisioning the opportunities and solving…

Thomas J. Sweeney

Thomas J. Sweeney Financial Leadership Biography A distinguished CFO executive, Tom leverages extensive public company and venture-funded enterprise experience. His tenure with McKinsey and Ernst & Young provided him with an in-depth strategic perspective that he combines with his international venture capital company experience. Tom managed $230 million directly, in addition to more than $3…

Eric Chriss

Eric Chriss Shareholder Chief Executive Officer Biography As our Founder and CEO, Eric Chriss’ dynamic, direct and innovative leadership guides our Executive Services Division. A nationally recognized trailblazer in the executive leadership and management field, Eric pioneered the CFO practice model – a model that has taken on national scope and is recognized as a…

Jordan Goldrich

Jordan Goldrich Shareholder Chief Operating Officer Biography Jordan assists senior executives to align their leadership, business strategy, business processes and organizational culture to drive results. His clients benefit from his ability to apply lean and agile methodology to large cross functional initiatives to stop the drain of money, people and productivity caused by inaccurate planning…

Tom Erickson

Tom Erickson Shareholder Chief Leadership Officer Biography A behaviorally-grounded executive consultant, Tom maximizes human potential by focusing on leadership effectiveness, management and organizational development, and strategic human resources management. Understanding that leadership effectiveness occurs within the context of the key processes that drive a business, Tom works with enterprises to improve systems, structures and disciplines.…

PaceShave

Global enterprise saves $188,000 annually while preserving key relationships. Challenge When Pace Shave and Dorco co-invested in a joint venture, the result was a winning combination of Dorco’s razorblades and Pace’s distribution to drugstores across the US. Pace Shave began growing at an exponential rate and President, Ken Hill, knew there had to be ways…
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RoadOne West Towing

Towing company saves $50k in annual overhead and optimizes efficiency. Challenge Over the course of an eight-year period, RoadOne West Towing expanded its business through acquisitions, adding extensively to its service offerings. And as the company grew, so did general and administrative expenses. Now one of the nation’s largest towing operations, fuel costs and other…
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Road One West

Towing company saves $50k in annual overhead and optimizes efficiency

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