Jonathan Freeman
Jonathan is a 25-year operating executive whose COO, CFO, and President roles span Intel, commercial real estate, Salesforce consulting, and wealth management. He ran RelationEdge as President: a 125-person Salesforce consulting firm with 300+ concurrent projects across eight regions, which he grew 80% in twelve months. As COO of a high-growth wealth advisory today and an advisor to Elevate, he brings the operator's view to how Elevate scales.
- MBA
- UCLA Anderson
- CEPA®
- Certified Exit Planning Advisor
- 25 yrs
- As COO, CFO, or President
- 80%
- Revenue growth in 12 months
How I advise
The operating model behind growth.
Brings the lens of running a fast-growing Salesforce consultancy through the same kind of scale Elevate is building toward. KPIs, project execution, pricing discipline, team structure: he's been the COO holding those together at 80% YoY growth.
What I believe
25 years of running operating teams taught me that the gap between a strategy and a result is mostly execution. The firms that win do both. They make a plan you could defend to a board, and they build the operating muscle to actually run it. AI is making plans cheaper to draft. The execution gap is wider than ever.
AI is making plans cheaper to draft. The execution gap is wider than ever.