Portico Group, Inc.

Advisement and Project Management to growth-phase companies on Operations, Supply Chain and Contract Manufacturing.

- Led a conversion to full turnkey contract manufacturing for a leading $150M medical-grade skincare company.

- Re-engineered the project management processes and reporting of all new product launches and packaging upgrades for the same company.  

- Served on the core Project Management team for a major re-formulation initiative impacting 9 product lines of a Fortune 100 consumer and skincare products corporation.

- Founded FamilyForHealth.com, a health and wellness online business dedicated to helping families become healthier when they “EAT.MOVE.BE…together”.

- Founded HealthyFamilyMealPlans.com, the simple way for families to eat healthy just one meal at a time, to grow better together and to stay healthy for life.

- Train Health Coaches and Consultants to share their authentic self and brand online so that they are better able to serve their clients.

http://michaelortiz.com

CMTC

As an independent consultant, I partner with California Manufacturing Technology Consulting (CMTC) small and midsized manufacturing businesses to serve as a business advisor, growth coach, and consultant.  By providing strategy, planning, and operational services, clients are able to expand their manufacturing businesses to new levels.

Business Advisor, Growth Coach, and Consultant

RGP - Resources Global Professionals

Industry-leading external disk storage solutions provider

Responsible for operational planning and supply chain support recommending, teaching and implementing “best practices” methods to leaders and cross-functional groups, M&A integration support, and contract manufacturer and demand flow management.

Lead Consultant, Supply Chain Management

Resources Global Professionals is a global professional services firm that helps clients solve problems, execute internal initiatives and transfer knowledge. The areas of focus includes Accounting and Finance, Information Management, Internal Audit, Legal Services, Human Resources and Supply Chain Management. Although the company has its roots as part of Deloitte & Touche and Ernst & Young, since 2000 it has operated as an independent and publicly traded company [NASDAQ (RECN)] with over 80 offices worldwide, and employing over 4,000 professionals. 

Resources has been named to Fortune magazine's list of 100 Fastest-Growing Companies, BusinessWeek's list of 100 Hot Growth Companies and spent five consecutive years on the Forbes 200 Best Small Companies list.

Director of Client Service, Supply Chain Management

Orange County Young Executives

OCYE is a collection of young professionals, executives and entrepreneurs, seeking to make a difference through philanthropy and the exchange of innovative ideas.

OCYE Membership provides exclusive access to the best professional development, social and civic programming in Orange County.

OCYE Members are committed to:

(1) philanthropy with a focus on making a real and tangible difference in Our community;

(2) developing leaders through education, mentorship, and the mutual support between Members;

(3) creating the next generation of ambassadors promoting business growth; and

(4) forming the most influential network of future business and community leaders.

Member

YMCA of Orange

The YMCA Indian Program has been helping dads be an important part of their child’s life for 85 years. The Indian Program provides the opportunity to strengthen your relationship and communication with your child by fostering experiences for parents and children that reinforce their awareness to nature, community and family ties.

Indian Princess Nation Chief

Nexiant (currently MarginPoint)

Inventory control technology and solutions provider to the industrial market

Responsible for staff development, department budgets, manufacturing, Lean programs, inventory management, sales and operations planning, and active leadership with sales, engineering, field services and customer support.

Director, Operations

CooperSurgical, Inc.

Manufacturer and distributor of health care products

Responsible for process improvements, cost savings initiatives and operations management.

SAGE BioPharma, Inc.

Manufacturer of health care products.  Acquired by CooperSurgical, Inc.

Responsible for staff and organizational development, supply chain leadership, operations expansion and ERP implementation and integration.

Pacific Andrology, Inc.

Manufacturer of health care products.  Acquired by SAGE BioPharma, Inc.

Responsible for business development, manufacturing and operations expansion.

Operations Manager

“The Ops Solutions Guy” | ⬇️ Chaos, ⬆️ Operational Freedom for Busy SMB Owners | Operations Consultant & Fractional COO for Manufacturing and Service-Based Businesses.

❖ About Me

With a passion for revitalizing small to mid-sized manufacturing and service-based companies, I am a Strategic Operations Consultant specializing in navigating complex business landscapes. My expertise lies in turning around challenging situations to foster growth, reduce costs, and harness the power of technology and e-commerce.

❖ My Journey

My career is built on a foundation of operational excellence, where I have consistently delivered sustainable solutions across various industries. From driving turnarounds in private equity-owned manufacturers to optimizing supply chains for global brands, I bring a wealth of experience in managing multifaceted projects with tangible results.

❖ My Approach

I thrive in environments where I can energize teams and cut through complexity to uncover the essence of a challenge. My superpowers include synthesizing intricate scenarios into actionable strategies and transforming complex data into compelling, easy-to-understand narratives. I believe in simplifying complexity, making the intricate manageable, and guiding businesses through transformative change.

❖ Specialties

▻ Growth & Cost Management: Expert in identifying areas for revenue increase and operational cost reduction, pivotal for businesses grappling with financial pressures.

▻ Staffing Solutions & Process Optimization: Skilled in developing strategies to overcome staff shortages and streamline business processes, crucial for scaling and growth.

▻ E-Commerce & Digital Transformation: Experienced in guiding companies through digital transitions, including e-commerce digitization and remote customer engagement.

▻ Strategic Planning & Execution: Adept at focusing on long-term strategic goals, navigating through cashflow challenges, and ensuring businesses stay competitive in evolving markets.

❖ Looking Forward

I am dedicated to helping businesses not only navigate their immediate challenges but also prepare for future growth. If you're facing difficulties in scaling your business, managing increasing operating costs, or transitioning to digital platforms, let's connect. Together, we can transform challenges into opportunities for sustainable success.

So, if you're interested and want to learn more about my services and discuss how I can help you achieve your growth potential, then let’s chat.

→ WHAT NEXT?

1/ Book some time on my calendar at https://porticogroup.co/meet

2/  Take my quiz to determine what your No.1 growth blindspot is.

>>> bit.ly/BlindSpotQuiz

Let's work together to reach your business goals!

Michael Ortiz

Jodie Lamb

Arcadia Settlements Group

As Structured Settlement Consultant for Arcadia Settlements Group, I provide facilitative personal injury settlement consultation for claims settling across the U.S. I have over 20 years of experience and have the unique experience of financial planning, claims experience, and as a person with significant injury myself. I bring a real life perspective to my position. Additionally, I am one of very few in the industry with a Master’s Certificate in Structured Settlement Consulting designation from the University of Notre Dame. I’m on the National Structured Settlements Trade Association Board of Education and a repeated top 10 producer within Arcadia Settlements Group. I understand the importance of planning for the future and bring understanding, compassion, and commitment to each case. To learn more, visit https://teamarcadia.com/directory/listing/jodie-lamb.

Master Structured Settlement Consultant

C-Suite Network

The C-Suite Network is the world’s most trusted network of C-Suite leaders, with a focus on providing growth, development and networking opportunities for business executives with titles of vice president and above. The C-Suite Network’s mission is to provide a peer community, networking events, relevant content and services to support c-level executives and other entrepreneurs achieve professional success. C-Suite Network offers invitation only events as well as custom-tailored content through all its entities: C-Suite TV, C-Suite Radio, C-Suite Book Club, and C-Suite Network Advisors™.

C-Suite Network Executive Leader

EPS Settlements Group

June 26, 2017 - The world's first structured settlements firm positions itself for growth.

EPS Settlements Group announced its refreshed brand and new name, Arcadia Settlements Group.  

Arcadia is a Greek word meaning an ideal setting in harmony with nature. It connotes a place of shelter where people find peace, security, resolution and strength. It implies care and compassion.  Arcadia was chosen because its meaning directly correlates with our company’s mission and values. Arcadia is the outcome we aspire for all the people we serve.

Certified Structured Settlement Consultant

Financial Settlement Services

Working closely with insurers, defendants, injured parties and attorneys, we assist to facilitate structured settlements of complex personal injury claims.  I tailor benefit payouts for each case to meet future needs and maximize tax free growth to provide financial peace of mind to injured parties and their families.  Licensed in all states, I travel across the country to attended meditations, settlement conferences and meet with attorneys, claims adjusters and/or claimants regarding the benefits of structured settlements.

Nationwide

Coordinating structured settlement opportunities to facilitate needs based negotiations, we provide the opportunity to enhance settlement negotiations and maximize settlements for all parties. 
Successful implementation requires sharp attention to detail to customize a holistic settlement plan with expertly prepared settlement documents in coordination with claimants, defendants, claims partners and legal professionals.


Successful implementation requires sharp attention to detail to customize a holistic settlement plan with expertly prepared settlement documents in coordination with claimants, defendants, claims partners and legal professionals.

Structured Settlement Consultant

Maintained current knowledge of mechanism of injury, current guidelines in the claims function, and policy changes to determine proper policy coverage, evaluation, negotiation and settlement of personal injury claims. Held highest operational score for same day contacts and prompt settlements, dedicating time on weekends and evenings to deliver “On Your Side” service to all Nationwide customers.

Senior Casualty Claim Professional

Nationwide Insurance

Developed peer associate training and worked directly with customers to secure new business opportunities. Underwrote applications, provided communication regarding new procedures, communicated with internal sales representatives for annuity contracts. Facilitated financial transfers from external while serving as a liaison between relinquishing institutions and investment brokers. Developed a systematic approach and guideline for understanding Fidelity’s process for relinquishing funds which substantially improved the organization of workflow and acquisition of transferring funds.

Annuity Services

I Help Attorneys and Individuals Understand The Win-Win Benefits of Structured Settlements | Providing Financial Peace of Mind for Injured People and Families

I came to LinkedIn to build some win-win relationships and help people get on the path to financial independence. I encourage you to connect with me, and I assure you that I won't be soliciting you in any way. But contact me if you want to learn more about what I do.

I guide INJURED PEOPLE through the complicated and complex settlement process. I truly understand and empathize with the uncertainty, emotional, physical, and financial struggle resulting from an unexpected injury.

INSURANCE COMPANIES across the US work with me to provide structured settlement solutions. I am open to adding partnerships with insurers. To learn more about myself and Arcadia Settlements, send me a LinkedIn message or email me at jlamb@teamarcadia.com.

I work with LEGAL AND CLAIM PROFESSIONALS across the country to identify claim settlement opportunities to maximize settlements and achieve successful settlement resolution. 

To learn more about how myself and Arcadia Settlements can help you and your loved ones, please send me a LinkedIn message or email me at jlamb@teamarcadia.com.

MORE ABOUT ME AND MY SERVICES
My trusted, comprehensive approach maximizes settlement opportunities to provide financial security and peace of mind for injured parties and their families. This includes consideration of government benefits and evaluating fixed and market-based investment opportunities.   

My detailed approach educates all parties in the claims process, including financial advisors, on structured settlement opportunities. I work with legal and claim professionals to identify claim settlement opportunities to maximize settlements.  I work with financial advisors to help evaluate the unique tax-free investment options that are not available after the claim settles.
 
As a Master’s Certified Structured Settlement Consultant at Arcadia Settlements, I offer our customers more:

➢ I have over 20 years of experience in the insurance industry.
➢ I’ve facilitated over $500M of structured settlements and offer a unique financial planning background and claims experience.
➢ I’m an employee, not an independent consultant. Arcadia Settlements has an entire team supporting my clients and their needs for years into the future - even if something should happen to me.
➢ Our IT department is state-of-the-art and implements the highest SOC 2 Type II and HIPAA Hitech compliance standards to protect privacy of all parties at all costs.
 
To learn more about how myself and Arcadia Settlements can help you and your loved ones, please send me a LinkedIn message or email me at jlamb@teamarcadia.com.

taplio

The Battle

Michael Ortiz

Jodie Lamb

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