RECOMMENDATIONS

Recommendations

I have had the pleasure of knowing Joe Valentic, both personally and professionally, for over fifteen years. As the current Chairman of Alliance Catholic Credit Union, Joe embodies the spirit of servant leadership while providing strategic guidance to the credit union. In his personal life, his devotion to his faith and his family are inspiring.

Joe’s knowledge extends well beyond banking and finance. He is a strategic thinker who can blend operations with a vision to plot the next best course of action. Joe can integrate people, systems and ideas to form a cohesive plan geared towards achieving the best possible outcome for your business. His strong communication skills will have you and your team all working towards a shared vision.

I highly recommend Joe to any business that is interested in continued growth and prosperity. He will quickly become a valued partner to your organization.

Rob Grech

President/CEO at Alliance Catholic Credit Union

Preston True

Certified EOS Implementer - True Pointe Advisors

I have known Joe for about 5 years. In that time, I have had the opportunity to interact with him professionally and personally in multiple capacities. My first and most significant experience with Joe was when he engaged our firm to help implement the Entrepreneurial Operating System (EOS) at company in which Joe was the CFO and COO. This was a middle market firm with 50 employees in the financial technology sector.

In the process of implementing EOS, I had the opportunity to work with Joe through the restructuring of the business model. During this process, I got to see Joe champion the
implementation of EOS, the establishment of the company’s first strategic planning, the restructuring of the company’s management hierarchy and the roll out of the EOS process to the employees. I was also able to work with Joe’s direct reports and the company leadership. Based on this in-depth experience and my experience working with dozens of other businesses, I feel well qualified to provide this reference.

Joe demonstrates excellent strategic planning and execution capabilities. He clearly understands how to translate vision into executable plans and to integrate this into an organization’s operations. Joe also demonstrates true leadership capabilities, being able to gain the trust and loyalty of his management team and the employees, while leading them through significant change. His ability to gain people’s trust and lead them was driven in part by his steadfast commitment to integrity and open communications. Joe’s ability to take the complex and translate it into highly effective written and oral communications was also a key to
his success.

In addition to the EOS implementation, I had the opportunity to work with Joe on the board of a $375MM credit union. During that time, I was able to witness Joe leveraging his leadership and strategic planning abilities to assist this credit union with its strategic planning and oversight. Joe was very well respected by the Board and the Executive leadership.

Based on my in-depth experiences with Joe, combined with my deep experience working with middle market organizations, I feel very confident recommending Joe to any middle market firm looking to either hire him as a strategic leader or to leverage his skills as a strategic consultant. In addition to his technical skills, I have also come to know Joe as man of honor and integrity. He is well regarded by all those I have worked with who knew him. Joe would be a real asset for any organization with whom he works.