Casey McCormick, MBA

Intellivant

Leading provider of High-Performance Executive Coaching, Management Consulting, and Advisory Services for Entrepreneurs, Executives, and Businesses.

Founded a boutique consulting firm utilizing an Agile business model to provide businesses and their leaders access to superior digital transformation, management consulting, and executive coaching solutions.  Developed, implemented, and refined the company’s business plan to help entrepreneurs, executives and their companies thrive using proven methodologies and cutting-edge technologies.  Employed Business Intelligence and Data Analytics to optimize all aspects of businesses to ensure superior performance.  Recruited, and retained experienced consultants to contribute to the successful execution of client projects.

•	Specialized in helping our clients achieve sustainable success by providing guidance and support in the areas of automation, business transformation, coaching, consulting, communication, collaboration, growth, innovation, leadership, mentoring, negotiation, organizational design, operations management, problem solving, process optimization, productivity, strategy, systems, technical guidance, startup incubation, and funding.
•	Developed a unique approach combining hands-on experience, cutting-edge technologies, and proven business strategies to deliver measurable results.
•	Guided executive coaching clients in clarifying their top challenges, assessing the root causes of their issues, identifying long-term solutions, and developing potential maximizing execution plans.
•	Provided unbiased external guidance to executives seeking to transform their businesses and maximize their potential.
•	Forged long-term strategic partnerships with dominant industry leaders, including Microsoft, Salesforce, Google, and Amazon Web Services (AWS).

Chief Executive Officer

Provider of managed services, cybersecurity and digital transformation for 1,000+ mid-market financial services organizations worldwide with over $3 trillion of assets under management.

Worked with all C-Suite Executives, 30+ Account Executives, 200+ Digital Transformation Technical Professionals and all Strategic Partners to grow the Digital and Business Transformation Business Unit.

•	Led the design, development, and execution of a cross-functional Digital and Business Transformation sales strategy focused on the Private Equity, Venture Capital, Hedge Fund, and Investment Bank client base.
•	Worked with sales professionals across the United States, Europe and Asia selling Digital Transformation Services.
•	Coordinated with technology professionals to ensure successful delivery of Digital Transformation Projects.

Director, Digital Transformation

AgileThought

Key executive team member responsible for the daily operations of the Innovate Line of Service, growth of its three underlying Practices (Product, Training and Coaching) and expansion of the service offerings to enterprise clients. The Innovate Practices exist to inspire and advise the enterprise to new heights of thinking, behaving and decision making. Transforming organizations and digital products through consulting, coaching, and training using innovative approaches like Agile, DevOps and Design Thinking.

•	Responsible for daily operational excellence of the Innovate Line of Service and professional support for the 50+ Product, Training,and Coaching Practice team members.
•	Responsible for all aspects of delivery excellence associated with Innovate Line of Service engagements across the full project lifecycle with annual billings >$15,000,000.
•	Responsible for engaging in sales pursuits and business development to ensure continued business growth coupled with high client and team member satisfaction.

Global Senior Director, Innovate Line of Service

Sold and lead custom enterprise software development projects for global Fortune 1000 clients. The scope of this role spanned from ideation and design to scaled delivery and support while guiding clients in transforming, building, and running their digital businesses. This included leveraging next-generation technologies to create competitive differentiation and exceptional customer experiences. This was done utilizing consultants and delivery centers across North and Latin America by providing Agile-first delivery for a variety of industries with expertise across all facets of digital transformation, application development, advanced data analytics (AI, ML, & IoT), cloud services, UX design, DevOps, and automation.

•	Responsible for all aspects of custom enterprise software development projects with annual billings >$6,500,000.
•	Recruited, staffed, and managed high-performance, cross-functional teams of up to 50 professionals with as much as 60,000 managed hours per year.
•	Responsible for a broad array of Account Management, Business Development and Sales across a diverse set of global clients and industries.

Global Director, Client Services and Delivery Leadership

CMM Partners

Management Consulting and Executive Recruiting Firm specialized in Healthcare, Information Technology (IT), Biotechnology, Legal, Accounting, and Financial Services.

Established company and developed an Agile business plan and model after conducting extensive pro forma financial and competitive analyses of recruiting industry businesses.  Designed a low cost, low overhead, well-organized and highly efficient business entity that mitigated risk while optimizing profits.  Investigated industry best practices and fastest growing verticals to target the most cost-effective niches.  Scrutinized competitors’ inefficiencies. Developed and implemented strategies and processes to ensure productivity and success.

•	Secured contracts with Am Law 100 law firms—the largest law firms in the US—by executing relationship building campaigns composed of cold calling, emailing, and other outreach tactics.
•	Developed a proprietary database of companies, clients, contacts, resumes, job orders, and projects that was continuously refreshed with clean, enhanced, and updated information.
•	Recruited and placed partner level and senior executives earning $150K+ for companies in the high tech, legal, and financial industries.

CEO and President

Systems West Computer Resources

National Consulting Firm providing Businesses and Utility Industry expertise via Strategy, Process, and Technology Consulting.

Recruited during a period of rapid growth to serve as Project Manager directing the implementation of a proprietary summary billing program for complex, multi-premise electric utility accounts. Consulted with client companies on compliance with complex regulations required to support electricity deregulation, bill unbundling, and Electronic Data Interchange (EDI) of records between all related parties, including alternative energy suppliers.  Managed portions of $100M annual project with 10 direct reports.

•	Built, mentored, and directed a team of experienced consultants to design, develop, and implement a highly complex CIS summary billing project—replacing manual data analysis and billing with automated systems.
•	Served as a client liaison with the New York State Public Service Commission to define and develop the business, regulatory, legal, and technical requirements for Electronic Data Interchange (EDI).
•	Managed the project to design and develop the first EDI transaction sets for a global electric utility client.

Consulting Project Manager

CA Technologies

Global Software and IT Management Solutions provider helping customers manage and secure complex IT environments to support agile business services.

Hired in recognition of deep experience assisting electric utility clients with deregulation and risk mitigation from Y2K.  Challenged to grow the business, solidify customer relationships, manage projects, and define the scope of requirements for new internal and external projects.  Ensured collaboration as a single cohesive unit among clients, other consulting firms, and project teams.  Managed 5 direct and 5 indirect reports.

•	Performed full SDLC (Software Development Life Cycle) Project Management for a $3M Mobile Data Project for a large US based electric utility while serving as the subject matter expert on project scope and requirements.
•	Designed and developed software modules for key electric utility clients.
•	Negotiated $1,000,000+ project extensions with multiple electric utility clients.

Accenture

Global Management Consulting, Technology Services and Outsourcing Company serving clients in more than 120 countries.

Hired after receiving MBA and graduating at the top of the class.  Charged with creating enterprise billing software for electric utility companies during industry deregulation.

•	Designed, coded, tested, implemented, and maintained the bill print functionality and batch processes that allowed large electric utility clients to print and mail millions of dollars of bills daily.
•	Researched and analyzed client tariffs filed with the New York State Public Service Commission to unbundle charges, allowing alternate energy suppliers to bill for a portion of customer’s bills.

Technology and Process Consultant

Executive Coach | Management Consultant | Entrepreneur | Investor

I've spent the last three decades as a highly-trusted advisor for organizations ranging from startups through Fortune 500 companies spanning multiple industries.

I've successfully negotiated and executed $100,000,000+ in consulting engagements, built many high-performance teams and helped transform numerous companies into profitable, effective and efficient organizations.

I use my experience, skills and insights as a High-Performance Executive Coach, Management Consultant, Advisor, Entrepreneur and Investor.

MY PHILOSOPHY 
I have a proven track record of delivering measurable results while empowering individuals and organizations to reach new heights of performance.

I believe with the right mindset, strategies, systems, and support, anything is possible.

With my extensive experience in leadership development, problem solving, strategic planning, team building, and performance optimization, I'm confident in my ability to help you take your career and business to new heights.

My goals are to empower you to:
• Achieve your goals.
• Identify your strengths.
• Overcome your challenges.
• Transform your performance.
• Optimize your leadership style.
• Thrive in both business and in life.

Whether you're an individual looking to take your career to the next level or a company seeking to enhance your performance and profitability, I'm here to help.

CORE COMPETENCIES
Account Management | Agile Methodologies & Transformation | Application Lifecycle Management (ALM) | Artificial Intelligence (AI) | Business Analysis | Business Development | Business & Technical Writing | Business Intelligence (BI) | Cloud Computing | Consultative & Solution Oriented Sales | Consulting | Content Management Systems (CMS) | Customer Information Systems (CIS) | Customer Relationship Management (CRM) | Custom Enterprise Software Development | Data Analytics | Digital Transformation | eCommerce | Electronic Data Interchange (EDI) | Engagement Leadership | Enterprise Billing Systems | Enterprise Resource Planning (ERP) | Entrepreneurship | Executive Leadership | Information Technology Outsourcing (ITO) | Interpersonal Communication | Marketing | Negotiating | Planning | Proposal Development | Partnership Development | Problem Solving | Process Optimization | Product Management | Program Management | Project Management | Recruiting | Sales Force Automation (SFA) | Scope Definition | Scrum | Software as a Service (SaaS) | Software Development Lifecycle (SDLC) | Solution Planning | Strategic Partnership Development | Strategy Development & Execution | Team Building | Vendor Management

Intellivant is a leading provider of High-Performance Executive Coaching, Management Consulting, and Advisory Services for Entrepreneurs, Executives, and Businesses.

We specialize in helping our clients achieve sustainable success by providing guidance and support in the areas of strategic planning, organizational design and development, operations management, mentoring, technological guidance, systems, startup incubation, and funding.

Our unique approach combines hands-on experience, cutting-edge technologies, and proven business strategies to deliver measurable results.

We work in partnership with our clients to create custom-tailored solutions that guide them toward an even brighter tomorrow.

We are here to help you take your business to the next level.

Are you ready to achieve sustainable, long-term success?

Contact us today at https://intellivant.com to get started.

Roy Morejon

AheadA

🚀 Transforming Fortune 5000 companies with AI-influenced innovation. 

Our secret weapon? 

AI-driven strategies that blend startup agility with corporate muscle.

🔬 What We Do:

Inject Silicon Valley DNA into corporate giants
Transform bloated processes into lean, profit-generating machines
Unlock billions in untapped revenue through AI innovation
Build future-proof AI implementation roadmaps

Our Services:

🧠 Strategic AI Implementation - Custom roadmaps that anticipate future challenges
🚀 Digital Transformation - Infuse startup speed into enterprise operations
💡 Innovation Workshops - "AheadA the Game" sessions that spark breakthrough ideas
🤖 AI Solutions - Boost team efficiency up to 300%
📈 Process Optimization - Streamline operations with AI analytics
🏋️ Future-Proofing - Build lasting innovation capacity

Our Impact:

✅ Guided 4,000+ companies from concept to market success
✅ Generated $1B+ in global product pre-sales
✅ Boosted client efficiency by up to 300%
✅ Launched over 40 brands on ABC's Shark Tank
✅ Featured in Forbes, CNN, Fast Company, and Entrepreneur Magazine for innovation leadership

Why Choose Us:

1️⃣ 30 years of startup-to-Fortune 5000 expertise
2️⃣ End-to-end AI integration
3️⃣ Profit-focused innovation
4️⃣ Cross-industry insights
5️⃣ Future-proofing strategies

🎯 Our Approach:

We don't just implement AI – we reimagine your entire business model. 

From napkin sketch to market domination, we're with you every step of the way.

Ready to disrupt from within? 

Let's turn your enterprise dinosaur into an agile unicorn. 🦄

https://www.aheada.com/

ProductHype

🚀 Revolutionizing Crowdfunding with ProductHype: The Most Powerful Launch Platform for Creators

As the Founder of ProductHype, I envisioned a world where innovative creators could cut through the noise and connect with audiences eager to back groundbreaking products. What began as an extension of my EP works, focusing on product-market success, has transformed into a media powerhouse in the crowdfunding ecosystem.

🔍 Why ProductHype?

While leading digital innovation, I identified a gap: creators needed a trusted platform that combined expertly crafted messaging with an engaged community. From this insight, ProductHype was born—a channel to fuel agency growth, amplify client campaigns, and revolutionize how products come to life.

🎯 Our Mission:

Empowering creators to surpass their funding goals and create lasting success through innovative product launches.


✅ Key Achievements:

- 1,000+ Kickstarter Campaigns Launched
- Generated 8-figures in sales for innovators
- 300,000+ Engaged Subscribers
- Industry's go-to newsletter driving thousands in pre-sales

🌟 Notable Successes:

From health tech to groundbreaking gadgets, we've helped clients achieve up to 10,000% of their goals, including:

Arebo's One-Touch Body Dryer, DreamGlass Air, YesWelder, LaserPecker Pro, Mile Air purifier, OYO Nova Gym, Haxson Airfan, Narwal Robot, Alpha Pillow, CheatSheets, Mobile Pixels, Prepd, BauBax, Espresso Displays, Mendi, Sentien Audio, Give'r Mittens, ZipTop, UVMask, Ohsnap, SRIG, Nebia, Hush Blankets, Bird Buddy, Sandsara, PICO, SmartHalo and The Hammock Throne

https://ProductHype.co/

Founder

Command Partners

🚀 Pioneering Crowdfunding Success with Command Partners

Our secret weapon?

Visionary strategies that established the first full-service crowdfunding agency, driving innovation and impact for creators worldwide.

🔬 What We Did:

Built an industry-defining agency, specializing in crowdfunding before it became mainstream.
Helped creators transform ideas into fully funded products through data-driven campaigns.
Elevated clients’ visibility by mastering digital PR, social media, and performance marketing.
Generated millions in funding and created lasting jobs through scalable growth strategies.

💼 Our Services:
🎯 Crowdfunding Strategy – Full-cycle campaigns that maximize funding potential.
📈 Digital Marketing – Innovative approaches to drive traffic and engagement.
📊 Analytics & Optimization – Real-time data insights to refine performance.
📬 Public Relations – Secured media coverage in top-tier outlets like Forbes and CNN.
🤝 Client Success Support – End-to-end collaboration for project success.

💡 Our Impact:
✅ Partnered with over 4,000 campaigns, raising $1B+ in crowdfunding.
✅ Twice recognized as one of the Charlotte Business Journal's Fastest-Growing Companies.
✅ Honored as a Best Place to Work, creating a thriving workplace culture.
✅ Featured in three Facebook case studies for groundbreaking digital advertising campaigns.

🌟 Why Choose Us:
1️⃣ Pioneers in full-service crowdfunding.
2️⃣ Proven track record with $1B+ raised.
3️⃣ Recognized industry leaders in marketing and innovation.
4️⃣ Collaborative team culture that drives client success.
5️⃣ A trusted partner for startups and established businesses alike.

🎯 Our Approach:

We didn’t just market products; we created an industry. 

Command Partners became a beacon for creators worldwide through foresight and innovative strategies.

From ideas on paper to fully funded campaigns, we were there every step of the way.

https://www.commandpartners.com/

Enventys Partners

🚀 The Vision:

As President and Co-Founder, I transformed Enventys Partners into the world's leading product launch agency, redefining how products are designed, marketed, and brought to life in the digital era.

🔬 Innovation Leadership:
- Integrated design, prototyping, crowdfunding, and e-commerce
- Created the first-ever end-to-end product launch solution
- Generated over $1 billion in product pre-sales
- Launched 4,000+ successful products globally

💡 Industry Transformation:
- Pioneered full-service product launch methodology
- Built the world's largest crowdfunding marketing team
- Developed proprietary marketing systems and strategies
- Created new standards for product launch success

🎯 Key Innovations:
- Integrated product design with digital marketing
- Developed data-driven crowdfunding strategies
- Created scalable marketing systems
- Built global manufacturing partnerships

✨ Notable Achievements:
- Generated $1B+ in product sales
- Helped 43 products appear on Shark Tank
- Featured in Forbes, CNN, Fast Company
- Recognized as the industry innovation leader

🌟 Leadership Impact:
Built a culture of innovation focused on empowering creators, driven by the belief that great products deserve the best chance at market success. Under my leadership, we didn't just launch products - we created a new industry standard for bringing innovations to market.

Co-Founder, President

United Inventors Association of America

Empowering Inventors Through Education, Access, and Advocacy. A non-profit with the highest ethical standards dedicated to providing inventors with education and opportunity.

Board Member

Mercury

Mercury is banking for what you’re building.

Investor

HackerNoon

HackerNoon provides a community-driven tech blog. The firm's products include newsletter ads, publishing business blog posts, publishing software, and writing contests. It primarily publishes about blockchain, cryptocurrencies, and Web3.

Seed Investor

Retailbound

Retail Bound is a Chicago-based retail consulting and marketing company. The company helps entrepreneurs, inventors, and small/mid-size suppliers sell to retailers of all shapes and sizes.

Strategic Advisory Board Member

The Baby Bathwater Institute

The coolest club for entrepreneurs who aren’t just about the hustle. 

We're a bunch of savvy business folks who actually care about our customers – like, really care. 

It's not your typical suit-and-tie affair; we're more about genuine connections than elevator pitches. 

Think of it as a brainy backyard barbecue where everyone’s got a killer business and a heart of gold. 

No scams, no fluff – just real people doing business the right way and having a blast together.

OG Babies™

Solgaard Design Inc.

A design-driven brand using business as a force for good. Solgaard’s premium travel and lifestyle collection is crafted through sustainable innovation.

Pioneers in using recycled plastic in our fabrics (Shore-Tex®) and travel gear (including the Carry-On Closet®), Solgaard cleans up six pounds of ocean plastic from coastal communities with every purchase.

I help entrepreneurs, inventors, & startups launch & market products from idea to product-market-fit | Over $1 billion in sales for 3,700+ innovators using Crowdfunding as Co-Founder @ Enventys Partners.

🚀 From Digital Pioneer to AI Innovation Catalyst

I wrote my first line of code at 11, finding myself consulting for AOL and Microsoft in my teens. 

While others were playing Super NES, I was fascinated by how digital systems worked—and more importantly, how they could work better.

That early pattern recognition—seeing not just what technology could do, but what it COULD do—has defined my career. After three decades at the intersection of technology, innovation, and business growth, I've helped launch over 4,000 products and generated more than a billion dollars in global sales.

But watching enterprises struggle with AI adoption sparked a bigger mission: 

What if we could allow established companies to see around corners and adapt quickly to technological change?

That's how AheadA was born. 

Our name? It's not just clever wordplay – it's our promise.

At AheadA, we're not just implementing technology; we're propelling enterprises into the future. We keep you "aheada what's next" in a world where change is the only constant.

Here's how we're turbocharging corporate giants with startup DNA:

🧠 AI Strategy That's Aheada the Curve We craft bespoke AI roadmaps that don't just meet your current needs – they anticipate future challenges.

🚀 Digital Transformation That Leaves Others in the Dust We infuse your enterprise with startup speed, modernizing systems and mindsets to keep you aheada the competition.

💡 Innovation Workshops That Spark Tomorrow's Big Ideas Our "Aheada the Game" sessions ignite the forward-thinking that turns industry followers into leaders.

🤖 AI Solutions That Put You Aheada the Pack We implement AI that catapults your team's efficiency up to 300%, uncovering revenue streams your competitors haven't even dreamed of.

📈 Efficiency Optimization That's Aheada Expectations Using cutting-edge AI analytics, we streamline processes in ways that keep you aheada traditional benchmarks.

🏋️ Future-Proofing That Keeps You Aheada Disruption From AI literacy programs to innovation incubators, we build your capacity to stay aheada the curve, always.

The result? Enterprises that don't just keep up with change – they define it. Our clients don't react to the future; they create it.

At AheadA, we're not just consultants. 

We're your co-pilots in the journey to stay aheada what's next. 

Ready to lead the charge into the future instead of playing catch-up? 

Don't just prepare for the future – be the first to arrive.

With AheadA, you're always aheada the game.

Schedule a consultation: https://clarity.fm/roymorejon

Co-Founder

Are you an entrepreneur or business owner struggling to launch your innovative new product? Developing and marketing a successful product launch on your own is frustrating and expensive. You need an experienced partner who can handle everything for you.

That's why you need Enventys Partners - the only full-service, turnkey product launch agency.

For over a decade, we've helped entrepreneurs and companies just like you launch hundreds of new products and raise over $150 million through our proven product development and digital marketing services.

We take your idea from start to finish. Our product development team will handle the design, engineering, prototyping, market research, and sourcing so you have a sellable product ready for launch.

And our marketing experts will optimize your website, run targeted ads, secure press coverage, and implement sales funnels across multiple channels - email, social media, SEO, and more. This complete digital marketing blueprint will drive traffic, generate buzz, and get sales rolling on day one.

No more handling complex product development or fumbling through your marketing plan alone. Enventys Partners has done this hundreds of times before.

If you have a new product ready for launch, don't do it alone. Partner with the pros so you can get to market faster and start generating real sales and profits.

Let's talk about your launch today.

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The Battle

Casey McCormick, MBA

Roy Morejon

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