Gene Hopper

Gene Hopper

Founder

Sherry Dale

Sherry Dale

Founder

Danielle Ezell

Danielle Ezell

Partner

Kati Hanna

Kati Hanna

Partner

Shelley Cadamy

Shelley Cadamy

Partner and Tulsa Lead

Catherine Brown

Catherine Brown

Partner

Robert Wallar

Robert Wallar

Sr. Consultant

GENE HOPPER

GENE HOPPER

CO-FOUNDER

An entrepreneur, strategist, and advisor on high performance teams, Gene Hopper is known for her ability to bring executive teams together on a new idea, new direction or high stakes outcome. Gene has served as consultant or interim management for clients ranging from Fortune 20 companies, non-profit organizations, venture and early stage medical, technological and service companies. Gene leads executive teams through the development of real world strategic plans to execution of the plans through building high functioning teams committed to results. Gene’s magic is her ability to work in complex and challenging environments, extract order, and build teams of leaders who pull together to make it happen.

Gene Hopper has testified on Capitol Hill on the use of technology in health care, has developed and launched four companies (two venture funded), is a patent holder, has commercialized diagnostic services for people with diabetes, and consulted with early stage companies in numerous market sectors.

At Apple Computer, Gene was part of the direct sales force and responsible for regional sales and marketing for higher education and health care and part of the team that redesigned the $750 million education direct and dealer channels.

Gene served as executive director for the Center for Telemedicine at the University of Oklahoma Health Sciences Center where she implemented the largest statewide computer-based healthcare services network for 60 rural hospital and regional facilities.  Hopper went on to become Chief Information Officer for the Health Sciences Center and was responsible for enterprise-wide infrastructure, applications and technology services at one of the top twenty comprehensive medical schools in the country.

In 1999, Gene co-founded Inoveon, a diabetic retinopathy diagnostic company.  She served as chief operating officer and vice president of operations and developed business plans and marketing strategy to deploy the company’s technology in diverse health care settings to detect diabetic retinopathy, the leading cause of blindness.

Her work with diabetes led her to the Joslin Diabetes Center of the Harvard Medical School where she established business models for a diagnostic service startup delivered in various healthcare and reimbursement environments. Gene was a part of the executive team that secured seed capital and venture funding and was responsible for the developing national marketing, sales and operational programs resulting in the largest diabetic eye care service in use in the U.S.

SHERRY DALE

SHERRY DALE

CO-FOUNDER


Serial entrepreneur, strategist, advisor, connector, mindfulness coach and expert in building companies and high performance teams.  Sherry has owned, founded and built companies in professional services, real estate, retail, wholesale, technology and financial services. With executive-level experience in finance, operations, technology, strategic planning and general management, Sherry has served in management for clients in multiple industries.

Sherry was a co-founder and the Audit, Accounting & Consulting Partner for Jones & Dale, CPA’s.  She was responsible for business development, strategic planning, management of the firm and the audit and consulting division.  Sherry also provided direct auditing and consulting service delivery to a wide range of clients while specializing in high growth entrepreneurial companies.

Sherry co-founded a wholesale meat and frozen food distributorship in April, 1991 (Express Meat Company).  She was responsible for all operations and day-to-day management and growth of the company.  Under her leadership, the company grew to distribution in a 5 state region, 60+ employees and annual revenues in excess of $70 million. Sherry negotiated a successful sale of the company to Cargill in late 2004.

Strategix Consulting Group was founded by Sherry in October 2004 and provided strategic planning, executive team building, executive coaching, financial stewardship, succession planning and exit planning for high growth entrepreneurial companies.

From 2009 to 2015, Sherry stepped into interim management for one of her consulting clients that was experiencing explosive growth.  She took the role of Chief Operating Officer and her responsibilities included managing the day-to-day operations, organizational oversight on all human resource issues, subcontractor management, corporate budget compliance, financial management, banking, insurance, strategic planning, contract negotiations, due diligence site, and software development planning.  She was instrumental in the management of a large government contract and in the launch of a technology company subsidiary.

In addition to the companies mentioned above, Sherry has owned a restaurant, real estate development companies, an executive coaching firm, a technology company and a food processing plant.

Sherry is a Certified Public Accountant with a BA in Accounting and Economics.  She started her career with 2 international accounting firms, Coopers & Lybrand and Arthur Andersen.

DANIELLE EZELL

DANIELLE EZELL

PARTNER

jack of all trades, strategist and expert problem solver. Danielle has owned several businesses, served on the executive team of a multi-national corporation and headed a non-profit.
She is able to work at both a macro and micro level to quickly gain clarity of an organization’s opportunities and accurately identify potential obstacles.

Danielle spent the early part of her career focused on business-to-business marketing and public relations. After working for several companies, she founded an award-winning strategic communications consulting firm. Her insatiable curiosity coupled with a dislike of routine resulted in her working with clients ranging from startups to the federal government.

In 2008 she agreed to lead the technology marketing team for Teleflora, a former consulting client. Danielle was quickly promoted at the online flower retailer and in 2011 was named Vice President of Administration. A member of the executive team, she led the company’s human resources functions, technology marketing and key enterprise-wide operations projects.

A trusted advisor, Danielle has worked at every level of an organization. She has extensive experience managing cross-functional, enterprise-wide initiatives including quality programs, leadership development and succession planning efforts, compensation programs and product launches.

Danielle is a certified Senior Professional in Human Resources and has her Accreditation in Public Relations. She earned her B.S. in Public Relations from Syracuse University and her M.B.A. from Oklahoma City University.

KATI HANNA

KATI HANNA

PARTNER

Kati Hanna is a seasoned marketing and operations veteran, trainer, strategic planning consultant and entrepreneur. She has held leadership roles at multiple consulting agencies as well as owned her own business. Kati’s expertise includes marketing and sales consulting, organizational analysis, process improvement, leadership training, strategic planning, franchise development, leadership development, executive coaching, and strategic initiative implementation.

She has worked with over 200 growing companies across the country in her 25 years of consulting. Most of her efforts have focused on working with leadership teams to define goals and high-potential growth opportunities; managing key corporate initiatives, marketing efforts and organizational implementation.

As an executive coach, Kati serves as a confidential sounding board and advisor to CEOs and senior managers. She is known for her ability to provide important insight as well as concrete action plans for clients to accomplish their goals. This work includes utilizing a variety of self-assessments, 360 assessments and ongoing individualized coaching. Kati knows how people tick and businesses function. Her goal is for both people and businesses to be successful.

As a trainer, Kati has designed and implemented many customized training and development programs for executive teams and emerging leaders. She has worked individually and corporately with executives from a broad spectrum of organizations and industries. Kati has extensive experience in both the B2B and B2C markets. She has been helping organizations develop their leaders and guiding organizations to leverage their existing people and processes to maximize performance and long-term impact.

Kati was the Managing Partner for two major industry growth initiatives for both the Christian publishing and Christian music industries. These industry projects included 22 Christian publishers and 19 Christian record labels. She was part of the founding franchise development team for ATS staffing that later sold to Randstad.

Kati’s clients consistently describe her as insightful, nonjudgmental, challenging, incredibly honest and invested in their success.

SHELLEY CADAMY

SHELLEY CADAMY

PARTNER

Strategist, consensus builder, problem solver and advocate for no-nonsense effectiveness, Shelley Cadamy leads the Tulsa office for Mettise. She has built, turned around, or transformed organizations and programs for 25 years. Shelley quickly identifies problems and issues then works collaboratively and creatively to solve them. She excels at hard conversations and messy, complicated situations. She displays a commitment not only to the task at hand, but the principles of sound data, equity, and inclusion that drive positive change within organizations and communities.

Shelley spent her early career with the Oklahoma Department of Commerce building the state’s first Business Intelligence Program, including the state’s first Industry Clusters, which were utilized to drive recruitment of companies to Oklahoma.

In the late 1990s and early 2000s, she directed one of the US’s first knowledge-based business recruiting and retention efforts for the Edmond Economic Development Authority. There she assisted start-ups and existing small businesses with strategy development, traditional and non-traditional financing, and general hand-holding. She also staffed two angel investor groups whose investments spanned multiple industries.

Shelley continued her work with entrepreneurs by leading the Business & Entrepreneurial Services program at Francis Tuttle Technology Center for eight years. She was an early adopter of social media for business and led Social Media 101 classes for more than 1,000 people in the mid-2000s.

In the 2010s, Shelley made her way to Tulsa to lead economic development efforts at the Broken Arrow Economic Development Authority. There she created peer-to-peer networks, collaborated with city leaders and elected officials, worked on legislative efforts, and ensured local companies were thriving.

For nearly seven years, Shelley led Workforce Tulsa. She was the fourth Executive Director in six years and turned around the struggling organization via intentional board development, consensus building and collaboration with hundreds of partners, rebuilding processes and structures, relocating the organization’s largest office to improve customer service, rebuilding the staff, ensuring state and federal compliance, and building a positive presence in the community via media relations. She also worked collaboratively with chambers and statewide-organizations to create business-friendly policy and legislation, including criminal justice reform, and launched the organization’s first legislative agenda.

Shelley earned a BA in Art History, Cum Laude, followed by a Masters in Regional & City Planning, with an Economic Development emphasis, both from the University of Oklahoma.

Shelley has graduated from Leadership Tulsa, Leadership Oklahoma City, and multiple other leadership programs. She has received multiple awards for her business and community involvement, including YWCA Tulsa’s Woman of the Year, the Journal Record’s “50 Women Making a Difference.”

Catherine Brown

Catherine Brown

PARTNER

Catherine Brown understands what it means to be nervous in selling situations. Using her 20+ years of learning to sell effectively, she now coaches others to sell with confidence. Her sales system, ExtraBold Sales helps businesses take frustration and worry out of business development so they can refine their sales processes, find new clients, and close more business without wasting money on one-size-fits-all training.

Prior to developing her sales training material, Catherine founded and managed a business-to-business telemarketing firm called Initial Call. Through Initial Call, she provided sales consulting to every major U.S. industry including professional services firms, software companies, medical device manufacturers, financial services, higher education, oil & gas, transportation and non-profit organizations. Catherine received her B.A. from Rice University and has completed multiple sales training courses including Target Account Selling and Solution Selling. She is a newly certified StoryBrand Guide for sales copywriting and marketing strategy.

ROBERT WALLER

ROBERT WALLER

Sr. Consultant

Robert has 30 + years of financial, operational and leadership experience in a variety of industries.  He has owned his own successful business and has held positions of Controller, CFO, COO, Vice President and President for other successful companies.  Robert takes an entrepreneurial approach to overcoming business obstacles and capitalizing on available opportunities.  He identifies with the various struggles and challenges facing business owners and leadership teams.  Although he is a native Oklahoman, his business career has stretched over most of the U.S. and many counties in Europe.  The following are a few of his greatest strengths:

  • Accounting/Finance/Budgeting/Planning
  • Executive and/or leadership team coaching and mentoring
  • Corporate culture and business values
  • Workflow efficiency
  • Employee motivation and work place satisfaction
  • Business growth plans

Robert’s career started in public accounting with Arthur Young and Price Waterhouse.  His work ethic was finely honed during his public accounting tenure.  He was an audit senior for a wide variety of clients in a multitude of  industries.  This experience taught him that many business successes with one client or one industry could be shared or used in other settings/businesses/industries.  The small business consulting engagements he assisted with helped blossom his entrepreneurial spirit. 

Robert then ventured into the private sector of Banking and Mortgage backed securities.  As director of budgeting and financial planning he developed his analytical skills to see trends and abnormalities in current and historical data, interpret that data and make future predictions based on this information.   One of his most valuable lessons learned was that not everyone’s commitment level is the same across the board in an organization and that what motivates one employee may not be what motivates the next one.

Robert held the CFO position for a national distribution company.  Having so many moving parts, people, locations, supplies, etc … really created havoc before his arrival.  He developed a company-wide system of internal controls (financial and non-financial) that solved almost all the problems the company faced at the time.  He developed a monthly financial package that gave each department head/decision maker the pertinent information they needed to be successful in their daily operations.  Over time Robert’s contributions landed him the position of President.  Utilizing all the tools he had developed so far in his career he was able to increase company sales by 500% and bring a breakeven company to over $15 million in net income in a short 4 years.

Robert held similar executive level positions in accounting, operations and management in the Non-profit, Oil and Gas and Insurance industries with very similar positive results.  He has also owned his own very successful construction company. Each assignment, each company and each industry presented its own challenges, rewards and knowledge.  Each was a learning experience that has lent to his overall comprehensive knowledge base.  His greatest joy is seeing a company, a leader, a friend, an associate, an employee, etc … exceed beyond their wildest dreams.  Success is contagious and Robert wants everyone he comes in contact with to experience their own version of success.