About Us
Principals
Kathleen Holmgren is a seasoned executive with over 25 years of experience in the storage, computer systems, and management consulting industries. As Mendocino Software's CEO, Kathleen was responsible for the company's vision, direction and operational management. As a Sun Microsystems SeniorVP/GM, Kathleen rapidly grew Sun's storage business in 3 years to a $1.5B business . She was accountable for the development and implementation of division's business strategies, product roadmaps, new product introductions, and marketing activities, and led several acquisitions and forged strategic alliances with key partners such as Hitachi Data Systems, LSI and Veritas. Prior to her role in storage, Kathleen spent 11 years in the Operations group at Sun managing and leading all aspects of worldwide logistics, plant management, materials procurement, supply planning, process engineering, and manufacturing plant design. Kathleen is currently a Director with the Alliance of Chief Executives and has a BS in Industrial Engineering from California Polytechnic State University, SLO, and holds her MBA from Stanford University.
For more detail on Kathleen's experience see: Kathleen's LinkedIn Profile
For more detail on Kathleen's experience see: Kathleen's LinkedIn Profile
Ronald M. Lloyd is an award-winning VP of Operations and COO with 25 years of experience from early stage up to Fortune 150 companies. Most recently, Ron was COO of Fat Spaniel Technologies, and prior to that VP of the WhiteStar program at Tesla Motors. He spent 13 years at Sun Microsystems in VP roles in Operations and the Network Storage Division. Ron moved from "high tech" to "green tech" in the early 2000's, and has managed and led all aspects of product development, new product introduction, material sourcing and procurement, factory siting and construction, manufacturing, subcontractor management, and quality system management. He has managed systems implementations ranging from full ERP's to shop floor controls systems, to workflow systems piggybacked on CRM's. Ron has a BSE from Harvey Mudd College, and a MS Civil and Environmental Engineering specializing in Alternative Energy from Stanford University.
For more detail on Ron's experience see: Ron's LinkedIn Profile
For more detail on Ron's experience see: Ron's LinkedIn Profile
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Associates
Sergio Retamal is an Associate with Sage Advice Partners and is President and Founder of Global4PL, a logistics consulting and execution company that helps companies reduce cost, improve compliance, and achieve their full operational potential. Prior to founding Global 4PL, Mr. Retamal gained significant experience managing logistics and import/export teams in both established and early-stage companies, and is widely recognized as a leader in the field. He has led global logistics for a number of Fortune 100 companies, and has taught logistics and held board positions for the California State University system. Sergio’s professional experience includes directing the development and management of complete supply chain networks in the United States, Asia, Europe, and Latin America. Past roles involved planning and leading global supply chain strategies for companies such as Sun Microsystems, Ryder Integrated Logistics, Cost Plus and Micropolis. Mr. Retamal holds a masters degree in change management from Pepperdine University 's Graziadio School of Business and a masters in business administration in international business from California State University, Northridge. He also holds a bachelor of science in international business from California State University.
Jeff Chiu is an Associate with Sage Advice Partners and is an award-winning international trade and compliance executive. Jeff heads all import / export engagements and is a recognized expert in the compliance field. He is a licensed US Customs Broker and possesses over 13 years of experience in import/export operations and compliance, with emphases on internal CBP and BIS audits, commodity classification, tariff engineering, trade programs, rulings and training. Jeff’s past roles involved managing and executing import and export operations for companies such as Cost Plus World Market, MyCustoms, Inc., Coppersmith, Inc., Clearfreight, Inc., and Tower Group International, Inc. He is one of the few professionals in the country who has implemented C-TPAT (Customs-Trade Partnership Against Terrorism), ISA (Importer Self-Assessment), ACE (Automated Customs Exchange), CCATS (Commodity Classification Automated Tracking System), VAT (Value Added Tax – EU), remote filing, and alternative recordkeeping programs. As an expert and mentor in the import / export field, Jeff has developed and conducted extensive training on a broad range of import and export compliance topics for merchants, vendors, and buying agents. His expertise also extends to commodity and rulings-specific training. His speaking style is engaging and he has the ability to make dry subjects interesting for his audiences. Mr. Chiu holds a bachelors degree from the University of California, Berkeley, and has advanced his studies at the Université de Bordeaux III, in Talence, France. He has also performed post-graduate work at Golden Gate University and is currently enrolled in the Supply Management Executive Program at the California State University, East Bay.
Rich Clewett is an Associate with Sage Advice
Partners and a storage technology veteran with deep ties to the computer
industry. At Sun, he was responsible for establishing the storage
group and developing multiple generations of advanced storage products
over a 17 year period. This included innovative work with RAID, large
storage systems, and Fibre Channel as well as leadership in customer and
OEM partnerships and M&A. Since 2002 Rich has consulted with
numerous high tech companies to develop, evaluate and deploy network
storage technology in emerging markets. He has BS and MSEE degrees from
University of California, Santa Barbara. For more detail on Rich's
experience see: Rich's Linked-in Profile.