jjeffery – Los Angeles County, California
Jorge Jeffery
Strategic-Partner
Jorge Jeffery
Strategic-Partner
Drawing on a robust educational foundation with an MBA from UCLA's Anderson School of Management, a Data Science Certificate from the University of California, Irvine, and a Bachelor of Science in Economics and Engineering from Harvey Mudd College, Jorge Jeffery offers a unique and powerful blend of analytical rigor and strategic business acumen.
Throughout his career, Jorge has demonstrated a consistent ability to drive significant business growth and enhance profitability. Recently, as President and COO of a mid-size engineering consulting firm, he led a comprehensive organizational transformation, implementing new structures, systems, and technologies that resulted in record revenue and profit gains.
He has a proven track record of leveraging business performance and financial data to generate actionable insights that lead to increased revenue, decreased costs, and improved customer and employee satisfaction. This extensive experience in executive leadership, strategic consulting, and data-driven optimization makes Jorge exceptionally qualified to consult on complex business challenges and deliver substantial, quantifiable results in cost optimization.
Julian Kasir
Business Optimization Specialist
Julian Kasir
Business Optimization Specialist
With a wide range of business development and client success experience including engineering recruiting, software, and real estate, Julian Kasir aims to provide clients with creative solutions and create win-win outcomes in every opportunity.
Having a wealth of knowledge in both residential and commercial real estate, Julian has helped homeowners across the United States identify the best possible agents to sell their homes quickly and for the highest prices. He delivers the same value by saving his clients’ time and money, while offering security in their decision based on Schooley Mitchell’s expertise in each business cost category.
Julian graduated with a Bachelor of Arts degree from the University of California, Davis and resides in Redondo Beach, CA.
Edwin Lossi
Business Optimization Specialist
Edwin Lossi
Business Optimization Specialist
With 14+ years of experience across logistics, operations, project management, and educational leadership, Edwin Lossi is a strategist focused on business optimization and operational excellence. Holding an MBA and deep expertise in process design, supply chain efficiency, and change management, he helps organizations streamline systems, improve performance, and drive mission-aligned growth.
Edwin applies a “strategic-as-a-service” mindset—building scalable, data-driven solutions that align with organizational goals across both corporate and educational settings. His strength lies in identifying inefficiencies, designing lean workflows, and delivering sustainable improvements with a balance of analytical rigor and people-centered execution.
He holds an MBA from the University of Phoenix, a B.S. from Western Governors University, and a B.A. from Willamette University.
ghiltz – Transportation Savings
Fuel
Is your business finding the unpredictable cost of fuel to be a burden on your bottom line?
Schooley Mitchell ensures you’re paying fair rates on an ongoing basis, to protect your fuel budget, even in times of market instability.
Are you using the right fleet card solution?
Our vast database of customer and vendor data allows us to know what better options are on the market.
Are your corporate discounts being honored?
We monitor, identify, and resolve billing errors.
Waste
How predictable is your waste every month?
Variability in your waste from month-to-month makes a big difference to certain service providers.
Is your container size and collection frequency optimized?
Finding a provider that is both cost effective and meets your needs can be challenging.
Are your waste disposal fees changing frequently over the course of the year?
A professional audit of your expenses can get to the bottom of it.
Merchant Services
Do you reference the "effective rate" to evaluate how competitive your processing fees are?
A blended pricing structure makes it more difficult to fully understand all the factors impacting your fees.
Do you know how your current processing environment impacts your processing fees?
How you process payments and capture data can have a big impact on your monthly fees.
Have you asked your processor to provide you an "interchange-plus pricing" quote?
This pricing structure is often the least expensive and most transparent option.
Electronic Logging Devices
Are you paying for features in your ELD system that your business doesn’t actually use?
Many companies are subscribed to premium-tier plans when more basic packages would meet compliance needs just as effectively.
Have you compared pricing across different ELD providers recently?
The ELD market is competitive, and providers frequently update their pricing and features — switching vendors can lead to significant savings.
Are you locked into a long-term ELD contract with early termination fees?
We often uncover opportunities to renegotiate terms or align contract timing with operational needs to avoid unnecessary penalties and costs.
Telecom
Have you conducted a recent usage audit across your telecommunications system?
In many cases, we find inefficiencies and redundancies in the number of lines and features.
Have you considered moving to a Voice over IP platform?
Cloud based telecommunications systems typically provide unique features at lower costs.
Do you know when your current plan automatically renews?
Companies typically only have a 30-day window to make changes to their current contract.
Facility Supplies
Are you over or undersupplied?
We audit your invoices to ensure optimal delivery schedules.
Are you splitting hairs with multiple vendors?
We look at all supplies invoices, across all vendors, to make sure everything you need is being ordered, delivered, and replenished effectively.
Do you require specific product quality or other specifications?
Schooley Mitchell helps you find the solutions that bet fit your business.
Grace Hiltz
Business Optimization Specialist
dionperreault – Fractional CFO
How the Partnership Works
Step 1 - Refer a Client
First, introduce Schooley Mitchell to a client using a simple referral form.
Step 2 - We perform a Risk-Free Audit
This is where we use our benchmarking data to research options and analyze invoices and contracts – all work is contingency-based.
Step 3 - Client Approves Recommendations
Then we share our recommendations with the client. They choose what to implement and we take it from there.
Step 4 - You Get Paid
Lastly, you receive recurring commissions from any realized savings.
Start Helping Your Clients Save Today – and Get Rewarded
Pierre Dion
Strategic-Partner
No Cost to You or Your Clients
Transparent Reporting
Simple Referral Process
Schedule a Call to Learn More
jschneider – Medical Savings
Medical Waste
How predictable is your medical waste every month?
Variability in your medical waste from month-to-month makes a big difference to certain service providers.
How do you deal with amalgam waste? Contaminated waste? Sharps?
Each of these require a specific disposal method that could represent additional costs.
Who supplies your medical waste and sharps containers and how are they stored?
Operational procedures and location specific descisions can substantially impact your overall pricing.
Merchant Services
Do you reference the "effective rate" to evaluate how competitive your processing fees are?
A blended pricing structure makes it more difficult to fully understand all the factors impacting your fees.
Do you know how your current processing environment impacts your processing fees?
How you process payments and capture data can have a big impact on your monthly fees.
Have you asked your processor to provide you an "interchange-plus pricing" quote?
This pricing structure is often the least expensive and most transparent option.
Telecom
Have you conducted a recent usage audit across your telecommunications system?
In many cases, we find inefficiencies and redundancies in the number of lines and features.
Have you considered moving to a Voice over IP platform?
Cloud based telecommunications systems typically provide unique features at lower costs.
Do you know when your current plan automatically renews?
Companies typically only have a 30-day window to make changes to their current contract.
Shipping
Have you considered splitting your shipping business across multiple vendors?
Vendors tend to specialize in certain areas so playing to their unique strengths can reduce your overall costs.
Are you paying for unnecessary delivery guarantees?
Being more flexible on delivery times can significantly reduce your costs.
Do you review your monthly statements to ensure the correct charge codes are used?
Charge codes can be very confusing and require a detailed review to ensure you are being charged correctly.
Jeff Schneider
Strategic-Partner
Amber O’Neal
Business Optimization Specialist
Lee Waller
Business Optimization Specialist
achera – Manufacturing Savings
Waste
How predictable is your waste every month?
Variability in your waste from month-to-month makes a big difference to certain service providers.
Is your container size and collection frequency optimized?
Finding a provider that is both cost effective and meets your needs can be challenging.
Are your waste disposal fees changing frequently over the course of the year?
A professional audit of your expenses can get to the bottom of it.
Merchant Services
Do you reference the "effective rate" to evaluate how competitive your processing fees are?
A blended pricing structure makes it more difficult to fully understand all the factors impacting your fees.
Do you know how your current processing environment impacts your processing fees?
How you process payments and capture data can have a big impact on your monthly fees.
Have you asked your processor to provide you an "interchange-plus pricing" quote?
This pricing structure is often the least expensive and most transparent option.
Telecom
Have you conducted a recent usage audit across your telecommunications system?
In many cases, we find inefficiencies and redundancies in the number of lines and features.
Have you considered moving to a Voice over IP platform?
Cloud based telecommunications systems typically provide unique features at lower costs.
Do you know when your current plan automatically renews?
Companies typically only have a 30-day window to make changes to their current contract.
Shipping
Have you considered splitting your shipping business across multiple vendors?
Vendors tend to specialize in certain areas so playing to their unique strengths can reduce your overall costs.
Are you paying for unnecessary delivery guarantees?
Being more flexible on delivery times can significantly reduce your costs.
Do you review your monthly statements to ensure the correct charge codes are used?
Charge codes can be very confusing and require a detailed review to ensure you are being charged correctly.
Compressed Gases
Do you think your compressed gases expenses are written in stone?
Commodity markets can be complex and confusing, making it difficult for business owners and managers to navigate.
Are you certain there are no billing errors in your invoices?
There are opportunities to optimize pricing structures and recover billing errors.
Are you receiving all tax benefits available to you?
Your business might be missing out on significant savings opportunities.
Facility Supplies
Are you over or undersupplied?
We audit your invoices to ensure optimal delivery schedules.
Are you splitting hairs with multiple vendors?
We look at all supplies invoices, across all vendors, to make sure everything you need is being ordered, delivered, and replenished effectively.
Do you require specific product quality or other specifications?
Schooley Mitchell helps you find the solutions that bet fit your business.
Aman Chera
Strategic-Partner
achera – Dental Savings
Waste
How predictable is your waste every month?
Variability in your waste from month-to-month makes a big difference to certain service providers.
Is your container size and collection frequency optimized?
Finding a provider that is both cost effective and meets your needs can be challenging.
Are your waste disposal fees changing frequently over the course of the year?
A professional audit of your expenses can get to the bottom of it.
Merchant Services
Do you reference the "effective rate" to evaluate how competitive your processing fees are?
A blended pricing structure makes it more difficult to fully understand all the factors impacting your fees.
Do you know how your current processing environment impacts your processing fees?
How you process payments and capture data can have a big impact on your monthly fees.
Have you asked your processor to provide you an "interchange-plus pricing" quote?
This pricing structure is often the least expensive and most transparent option.
Telecom
Have you conducted a recent usage audit across your telecommunications system?
In many cases, we find inefficiencies and redundancies in the number of lines and features.
Have you considered moving to a Voice over IP platform?
Cloud based telecommunications systems typically provide unique features at lower costs.
Do you know when your current plan automatically renews?
Companies typically only have a 30-day window to make changes to their current contract.
Facility Supplies
Are you over or undersupplied?
We audit your invoices to ensure optimal delivery schedules.
Are you splitting hairs with multiple vendors?
We look at all supplies invoices, across all vendors, to make sure everything you need is being ordered, delivered, and replenished effectively.
Do you require specific product quality or other specifications?
Schooley Mitchell helps you find the solutions that bet fit your business.
Compressed Gases
Do you think your compressed gases expenses are written in stone?
Commodity markets can be complex and confusing, making it difficult for business owners and managers to navigate.
Are you certain there are no billing errors in your invoices?
There are opportunities to optimize pricing structures and recover billing errors.
Are you receiving all tax benefits available to you?
Your business might be missing out on significant savings opportunities.
Aman Chera
Strategic-Partner
