Partners & Extended Team

NextLevel partners and extended team members are highly successful, vetted, proven senior operating and financial executives and board members with an average of 20 years of C-suite experience in privately-held and public companies. Our diverse leadership experience globally with all types of businesses from start-ups to multi-nationals has prepared us to face many challenging situations with businesses in transition. Learn more specific information about our team members below.

Profile Pic
Howard Allred
Portland Practice


Howard has over 35 years of financial and operational leadership experience focused primarily on rapid growth and change management situations.
Profile Read More
Profile Pic
Scott Appel
Seattle Managing Partner


Scott Appel has over 30 years of professional experience providing public and private companies with accounting, auditing, financial reporting and business advisory services.
Profile Read More
Profile Pic
David Arnold
Seattle Practice


Dave has more than 30 years of experience in executive leadership and board positions in public, private, and venture investment companies.
Profile Read More
Profile Pic
Cheryl Balkenhol
Portland Practice


Cheryl is a CFO who partners with CEOs and Boards to drive sustainable long term growth throughout the organization, by providing a strategic focus and building collaborative relationships with both internal and external customers.
Profile Read More
Profile Pic
Todd Barth
Portland practice


Todd has 30 years of experience serving in various leadership roles for organizations in the consumer products and industrial segments.
Profile Read More
Profile Pic
Noelle Beams
Seattle Practice


Noelle is an executive with over 20 years of experience in corporate finance and strategy roles, primarily in the telecommunications industry.
Profile Read More
Profile Pic
Peter Biere
Seattle Practice


Peter is an operationally focused senior financial executive, having spent 30 years building value in middle market and emerging growth companies and start-ups in private and public ownership structures.
Profile Read More
Profile Pic
Gary Bockrath
Mid-Atlantic Practice


Gary Bockrath has over 30 years of experience serving in operational and financial leadership roles for organizations in the manufacturing, mining, processing, distribution and business services industries.
Profile Read More
Profile Pic
Ed Borey
Seattle Practice


Ed has had a 40 year career as CEO in general management and Board governance, serving small to middle market public companies in North America, Europe and Asia.
Profile Read More
Profile Pic
Kip Boyle
Seattle Practice


Kip Boyle has 24 years of experience serving in cybersecurity and IT risk management roles for organizations in the insurance, financial services, technology, military and logistics industries.
Profile Read More
Profile Pic
Brad Brown
Seattle Practice


Brad Brown has 30 years of experience serving in leadership roles overseeing technology and e-commerce for organizations in the retail industry.
Profile Read More
Profile Pic
Jack Byrne
Seattle Practice


Jack Byrne has more than 20 years of experience as a CEO and COO leading B2B manufacturing and services companies, in addition to 10 years in senior sales and operations roles.
Profile Read More
Profile Pic
Paul Campbell
Seattle Practice


Paul Campbell has over 30 years of experience serving in CFO and other management and financial leadership roles for organizations in the technology, retail, restaurant, medical device and healthcare industries.
Profile Read More
Profile Pic
Bob Carroll
Seattle Practice


Bob has over 30 years of experience as CFO and COO with consumer products, manufacturing, distribution, high tech, apparel and medical technology organizations.
Profile Read More
Profile Pic
Hans Carstensen
Mid-Atlantic Practice


Hans has more than 35 years of finance, international treasury, government affairs, sales, marketing, business development, operations, executive management, merger integration and Board experience in a variety of public, private and non-profit enterprises.
Profile Read More
Profile Pic
Jan Eric Claesson
Seattle Practice


Jan has more than 30 years of experience as a transformational leader specializing in technology and healthcare.
Profile Read More
Profile Pic
John S. Clarke
Seattle Practice


For 34 years, John has worked directly with physician and employer groups and has deep experience collaborating with physician executive leaders to develop growth strategies while advising on reimbursement issues, compensation methodologies, cost containment and payer contracts.
Profile Read More
Profile Pic
Brian Colbeck
Seattle Practice


Brian Colbeck has over 25 years of experience in public and private global companies serving in senior finance and operational roles for organizations in the software, manufacturing, services and consumer products industries.
Profile Read More
Profile Pic
Jodi Colligan
Seattle Practice


Jodi has over 20 years of experience serving in finance leadership roles within publicly traded, start-ups, and global organizations.
Profile Read More
Profile Pic
Kaye Counts
Seattle Practice


With over 30 years of experience in executive management, Kaye Counts is a strategic problem solver focused on the impact of business development, sales and marketing, product development, operations and finance on an organization.
Profile Read More
Profile Pic
Bob Cranmer
Firmwide


Bob has an extensive background serving in senior executive and leadership roles with companies ranging in size from early stage to multi-billion dollar global enterprises.
Profile Read More
Profile Pic
Douglas E. Creeley
Portland Practice


Doug has 25 years experience serving in executive and strategic technology leadership roles for organizations in the financial services, Internet services, e-commerce, travel and education industries in Fortune 50 multi-division, turn-around and fast growth companies.
Profile Read More
Profile Pic
Robert “Skip” Cummins
Seattle Practice


Skip is a proven visionary and pioneer of new technologies, new products, new markets and new business models to create significant shareholder value.
Profile Read More
Profile Pic
Thomas C. Davis
Seattle Practice


Tom has over 30 years of experience in corporate finance, accounting and operations.
Profile Read More
Profile Pic
Jon Deex
Seattle Practice


Jon Deex has over 30 years of experience in executive roles with manufacturing and business services organizations, including a strong track record of helping companies navigate transition and renewal.
Profile Read More
Profile Pic
Forrest Didier
Seattle Practice


Forrest has driven strategic, financial and shareholder success for Fortune 1000 multinationals and internet startups for more than 25 years.
Profile Read More
Profile Pic
William F. Dougherty
Seattle Practice


Bill has more than 25 years’ experience, primarily as a strategist, CFO and COO, helping companies identify and resolve strategic issues, then helping them grow.
Profile Read More
Profile Pic
V. Marc Droppert
Seattle Practice


Marc has extensive experience in corporate management and also as a practicing corporate law and commercial transactions attorney, with a focus on mergers and acquisitions, complex negotiations and strategic planning.
Profile Read More
Profile Pic
Ira M. Duden
Seattle Practice


Ira has a career spanning over 30 years serving in senior leadership roles for the healthcare, manufacturing, distribution, retail, insurance and consumer products industries.
Profile Read More
Profile Pic
Tom Elliott
Seattle Practice


Tom has more than 25 years serving in senior financial roles in electronics manufacturing, commercial signage, furniture manufacturing, internet and aerospace industries for both privately-held and public companies.
Profile Read More
Profile Pic
Jim Erickson
Seattle Practice


Jim has over 25 years of experience as a CEO, CFO and Executive Vice President for forest products firms and diversified holding companies with revenues ranging from $5 million to $750 million.
Profile Read More
Profile Pic
Richie Faubert
Portland Practice


Richie has over 25 years of experience in CEO and general management serving private, venture-backed and publicly held companies ranging in size from middle market to startups.
Profile Read More
Profile Pic
Rick Fichera
Seattle Practice


Rick Fichera has more 35 years of financial and operational experience in the technology and aerospace industries.
Profile Read More
Profile Pic
John Fitzpatrick
Seattle Practice


John Fitzpatrick has a 25-year career with senior positions in both global enterprises and mid-market companies.
Profile Read More
Profile Pic
Dean Gardner
Seattle Practice


Dean has a 30-year career as a senior international financial and operational executive spans the high-tech manufacturing, software, agricultural, distribution and technical service sectors.
Profile Read More
Profile Pic
Hub Gilbert
Seattle Practice


Hub Gilbert founded and managed Gilbert & Associates for nearly 35 years. The firm specialized in ERP implementations and support, and was considered a premier Microsoft Dynamics and Sage partner supporting the wholesale distribution and manufacturing industries.
Profile Read More
Profile Pic
Doug Gorder
Seattle Practice


Doug is a management consultant and consulting CFO/COO for several Seattle-area emerging tech companies.
Profile Read More
Profile Pic
Chuck Gottschalk
CEO


Chuck is the CEO and Founder of NextLevel. His background includes over 20 years of executive leadership, including a mix of senior strategic, operational, and financial experience at the CEO, CFO, and Board member levels.
Profile Read More
Profile Pic
Tom Grina
Seattle Practice


Tom Grina has over 30 years of experience serving as chief financial officer in a variety of industries including telecommunications, software, SaaS, gaming/advertising and hardware technology.
Profile Read More
Profile Pic
Andrew Guarni
California


Andrew Guarni has 28 years of experience in healthcare finance and administration.
Profile Read More
Profile Pic
Holli Harris
Seattle Practice


Holli has 25 years of international leadership experience with an emerging market emphasis including corporate and non-profit board service, and financial, product development, business development and general management roles in numerous industries.
Profile Read More
Profile Pic
Scott Haugen
Portland Practice


Scott Haugen is a CEO, COO and Board Director with a career record of providing transformational, operationaland business development leadership for all business sizes, from family-owned to private equity to large publicly traded companies
Profile Read More
Profile Pic
Allyn Hebner
Seattle Practice


Allyn Hebner has 20 years of experience as a C-Level financial leader for private and public companies, ranging in size from pre-revenue startups to Fortune 500.
Profile Read More
Profile Pic
Larry Heimendinger
Seattle Practice


Larry Heimendinger has more than 45 years of experience in a broad range of industries and companies including software and services, consulting and manufacturing.
Profile Read More
Profile Pic
Jerry Heinz
Seattle Practice


Jerry is a multi-disciplined senior executive with over 35 years of experience serving both publicly traded and privately held companies ranging from start-ups to over $21 billion in revenue.
Profile Read More
Profile Pic
George Henry
Seattle Practice


George Henry has over 40 years of experience serving in leadership roles for manufacturing and product development companies in commercial furniture, woodworking, fenestration, high-tech electronic, consumer product and telecommunication businesses.
Profile Read More
Profile Pic
Jim Hensel
Portland Practice


James (Jim) Hensel has 30 years of experience both inside and outside of private equity, as an attorney, CEO and director.
Profile Read More
Profile Pic
Phil Herres
Seattle Practice


Phil has more than 30 years of executive experience serving technology companies in the areas of development, product management, general management and at the board level.
Profile Read More
Profile Pic
Bob Hoglund
Seattle Practice


Bob Hoglund has 28 years of experience serving in financial leadership roles for public and private organizations in the retail, consumer products, light manufacturing and forestry industries.
Profile Read More
Profile Pic
Herb Hogue
Seattle Practice


Herb brings over 30 years of domestic and international experience in capital structuring, strategic planning, business development, mergers and acquisitions and risk management in the business sectors of electric power, energy development (including clean technology), financial services, software and real estate development.
Profile Read More
Profile Pic
David J. Horn
Mid-Atlantic Practice


David has 35 years of experience serving in financial and operational roles, and specializes in delivering near term value through actionable recommendations and leadership.
Profile Read More
Profile Pic
Bob Hostetler
Mid-Atlantic Managing Partner


Bob possesses more than 40 years of broad business and financial management experience with special competence in entrepreneurial, start-up, rapid growth, and turn-arounds of commercial software and professional service companies.
Profile Read More
Profile Pic
Shri Iyengar
Seattle Practice


Shri has 34 years of experience serving in leadership roles in financial, business development, and operational management for organizations in diverse industries such as semiconductor, telecommunications, government, aerospace and consumer products.
Profile Read More
Profile Pic
John Kaestle
Mid-Atlantic Practice


John has over 25 years of executive leadership in diverse technology and complex manufacturing firms
Profile Read More
Profile Pic
Bill Keough
Seattle Practice


Bill Keough has 18 years of experience as a supply chain operations executive and as an operations and technology consultant, helping to reduce supply chain costs and improve operational effectiveness for both Fortune 500 firms and for private equity portfolio companies.
Profile Read More
Profile Pic
Gene Kim
Seattle Practice


As a global business operations executive, Gene has a proven success rate of turning around stressed organizations into profitable companies.
Profile Read More
Profile Pic
Blane Kramer
Seattle Practice


Blane Kramer has over 20 years of experience delivering high impact information technology solutions to early stage high growth, mid-market and Fortune 500 companies in the technology, digital marketing and manufacturing industries.
Profile Read More
Profile Pic
John Krpan
Seattle Practice


John Krpan is a Certified Management Consultant and senior executive with over 20 years of experience in the transformation and growth of a wide range of companies. He is recognized for strong leadership, effective vision and growth strategies and successful implementation of business plans for “start-ups” as well as larger companies looking to find new geographies, markets or products.
Profile Read More
Profile Pic
Karl Kurrle
Seattle Practice


Karl Kurrle has 20 years of experience serving in executive and strategic technology leadership roles for organizations in the financial services, broadcasting/communications and property management industries.
Profile Read More
Profile Pic
Robert (Bob) Lamson
Seattle Practice


Bob has a career that spans 40 years of CEO/COO management, sometimes as the business co-founder, sometimes on a contract basis and sometimes as a hired turn-around specialist.
Profile Read More
Profile Pic
Gary Leake
Seattle Practice


Gary Leake has 30 years of experience serving in board, executive, operational, business development, sales and financial roles for organizations of all stages in wireless, high tech, consumer goods, consulting, agriculture and other industries.
Profile Read More
Profile Pic
Lawrence I. Lerner
Seattle Practice


Lawrence I. Lerner is a corporate entrepreneur with a keen eye for market relevance who envisions and builds digital products and services across the globe.
Profile Read More
Profile Pic
Don Lewis
Seattle Practice


Don Lewis has more than 25 years of experience leading technology organizations in the healthcare field.
Profile Read More
Profile Pic
Bob Littauer
Seattle Practice


Bob’s 35-year career as a senior financial and operational executive spans the biopharmaceutical, medical device and Internet service sectors, where his leadership experience includes initial public offerings, secondary public financings and private financings, public company Audit Committee Chairman and restructurings.
Profile Read More
Profile Pic
Ed Lopit
Seattle Practice


Ed is an Interim Chief Operating Officer who brings great business ideas to life through profitable, sustainable organizations that are the absolute best at what they do.
Profile Read More
Profile Pic
Valerie Margulis
Seattle Practice


Valerie Margulis has over 30 years of experience serving in financial and operations management roles for organizations in industries such as commercial real estate development and professional services.
Profile Read More
Profile Pic
Manfred Markevitch
Seattle Practice


Manfred Markevitch is an international senior executive with more than 20 years of leadership experience within global finance management in the financial services and manufacturing industries.
Profile Read More
Profile Pic
Barry Matthews
Seattle Practice


Barry has 35 years of experience serving in financial leadership roles for organizations in the services and consumer products industry.
Profile Read More
Profile Pic
Joe Nathans
Seattle Practice


Joe brings over 30 years of experience delivering high value information technology solutions to middle-market and Fortune 500 companies in the manufacturing, distribution, high-tech, ecommerce and business services industry segments.
Profile Read More
Profile Pic
Pete O’Dell
Mid-Atlantic Practice


Pete has more than 30 years of experience in senior operating and information technology executive roles spanning the software, ecommerce, digital retailing, homeland security and professional services industries.
Profile Read More
Profile Pic
Phil Pepin
Portland Practice


Phil has more than 30 years of business experience as a financial executive within private industry and public accounting, providing strategic, financial, operational and administrative leadership to a variety of companies, both mid-size and public.
Profile Read More
Profile Pic
Mark Perry
Mid-Atlantic Practice


Mark brings over 30 years of experience as a senior financial executive in all aspects of accounting, reporting, financial operations, controls and SEC filings.
Profile Read More
Profile Pic
Tim Price
Portland Practice


Tim has more than 30 years of senior financial and operational management experience that spans from multi-billion dollar public companies to small non-profits, and much of the ground in between.
Profile Read More
Profile Pic
Paul Reed
Seattle Practice


Paul Reed has extensive and varied experience as a CEO, CFO and board director in a wide range of companies and industries.
Profile Read More
Profile Pic
Sam Reinkensmeyer
Portland Practice


Sam is a growth and operationally oriented CFO, and a strategic partner and advisor for CEOs and their leadership teams.
Profile Read More
Profile Pic
Ron Rudolph
Seattle Practice


Ron has 30 years of comprehensive financial leadership experience with small to middle market, publicly-held, technology, manufacturing, professional staffing and pharmaceutical corporations.
Profile Read More
Profile Pic
Don Schlosser
Seattle Practice


Don is a practical and creative financial leader with more than 30 years of experience as a financial and operating executive, with experience including technology consulting, media & wireless communications, and licensed SaaS software.
Profile Read More
Profile Pic
Mardig Sheridan
Seattle Practice


Mardig Sheridan has more than 30 years of consulting experience in strategy, human dynamics/emotional intelligence and innovation for a wide and varied number of organizations in numerous industries.
Profile Read More
Profile Pic
Glen Shipley
Seattle Practice


Glen has 36 years of experience serving in financial roles ranging from auditor to CFO, and 20 years of experience as an attorney and general counsel for both public and private organizations in the software, healthcare and entertainment industries.
Profile Read More
Profile Pic
Kirsten Simonitsch
Seattle Practice


Kirsten Simonitsch brings over 25 years as a technology leader in the healthcare, automotive, insurance and telecom industries.
Profile Read More
Profile Pic
James Stewart
Portland Practice


James Stewart is a general management professional with more than 30 years of experience designing, launching and manufacturing high-tech products to service a global customer base.
Profile Read More
Profile Pic
Dan Stull
Seattle Practice


Dan Stull has 30 years of experience serving in operational leadership roles in distribution and professional services businesses. He has helped restructure several companies to help them return to growth and to accelerate their ability to generate positive cash flows.
Profile Read More
Profile Pic
Bill Swint
Seattle Practice


Bill Swint is a broadly experienced senior executive with a history of delivering sustainable revenue and profit improvement, creating lean and efficient operations, knowledgeable about international sourcing and supply chain, and skilled in developing strong management teams.
Profile Read More
Profile Pic
Terry Tigner
Portland Managing Partner


Terry is a Managing Partner at NextLevel. His background includes over 20 years of executive, operational leadership roles within Fortune 100, mid-market, and emerging, high growth firms.
Profile Read More
Profile Pic
Riki Tokuno
Seattle Practice


Riki has more than 35 years of successful history in sales, marketing, merchandising, multi-unit management, operations, executive leadership, start-ups, transformations, turnarounds and Board service with a variety of consumer-facing enterprises.
Profile Read More
Profile Pic
Mike Vernon
Seattle Practice


Mike has more than 30 years of international and domestic executive experience across such industries as e-commerce, online advertising and marketing, hospitality, energy and transportation/logistics.
Profile Read More
Profile Pic
Fernando Viana
Seattle Practice


Fernando is an investment banker, CFO and senior operating executive with over 20 years of financial leadership experience, with particular expertise in international strategic and advisory work.
Profile Read More
Profile Pic
Paul W. Vindigni
Portland Practice


Paul has 35 years of experience serving in CFO, COO and CEO roles for organizations in various industries.
Profile Read More
Profile Pic
Steve Weeks
Portland Practice


Steve has more than 30 years of experience as CFO and in other senior financial positions in private and public companies, ranging in size from $10 million to $1 billion in sales.
Profile Read More
Profile Pic
Bradley A. Wiens
Seattle Practice


Brad Wiens has nearly 30 years of leadership experience in the process manufacturing arena, in markets as diverse as specialty chemicals, pharmaceutical excipients and plant growing media.
Profile Read More
Profile Pic
Ann Witsil
Portland Practice


Ann has facilitated and created comprehensive and aggressive strategic plans supporting corporate and nonprofit growth through M&A, operational alignment, shared visions and team performance incentives.
Profile Read More
Profile Pic
Jeff Wood
Seattle Practice


Jeff has more than 30 years of senior executive roles in the retail food industry in companies ranging in size from $125 million to $1.5 billion in annual revenue.
Profile Read More
Profile Pic
Lauren Wright
Mid-Atlantic Practice


Lauren has many years of strategic operating, C-level and board experience primarily in the telecom and technology industries where she has provided solutions to complex business problems.
Profile Read More
Profile Pic
Tay Yoshitani
Seattle Practice


Tay Yoshitani has more than 30 years of experience in the private and quasi-public sectors in operations, finance, planning and general management, focusing on the consumer and industrial products, real estate development and port (air and sea) industries.
Profile Read More
Profile Pic
Walt Zabriskie
Seattle Practice


Walt brings more than 30 years of extensive domestic and international experience spanning general management, finance, marketing and sales, quality control, and operations management in the manufacturing, printing, real estate and wholesale/distribution environments.
Profile Read More
Profile Pic
Robert Zonneveld
Arizona


Robert has more than 20 years of experience as a CFO with proven success in blending business, operations, financial and strategic planning and execution expertise to lead high performance teams faced with the challenges associated with growth and turnaround environments in international, domestic, public, family-owned and private equity companies.
Profile Read More

 

  • “Pacific needed a ‘been there done that’ kind of financial executive to take several large projects off the controller’s plate and get them across the finish line. NextLevel provided the right person at the right time!”

    – Tim Price, CEO, Pacific Power Group