I live in Mooresville, NC with my two rescue dogs, a supportive and loving husband and growing teenage son! Our daughter lives in Charlotte, NC and is a rising HR professional. We are fortunate to enjoy time on Lake Norman wakeboarding or tubing and weekends hiking and enjoying the beautiful NC Mountains.
I love to mentor and grow the next generation of leaders and am a proud member of CHIEF, a network for female executives and those on the rise to becoming one. I am also the Chairman of the board of a much-needed organization supporting wrestlers mental health called Combat for Connection
Summary
Seasoned executive with multi-disciplinary strengths in leadership and strategic planning/execution for business development, client experience, Go-to-Market, brand, and brand equity. Experienced in launching new and revised product strategies, brands, websites, proprietary client facing systems, organizational structures, one-page-strategic plan design and execution, and various sales methodologies. Client centric focus with unwavering dedication to organizational strategic goals and leading to surpass key metrics.
Highlights
· Led national level, seasoned, marketing and business development teams resulting in a CAGR of 35% for 8 years (2015-2022. 2023 is unpublished)1.
· Designed, hired, and led multi-function department(s) with over 40 team members.
· Created brand equity strategy, including new brand and launch of new website.
· Drove intake of nearly $11B in new business, $2.6B in a single year1.
· Launched internal Client Experience strategy and ensured its execution.
· Strong thought and change leader, creating concept and working with technology team to create roadmap for proprietary registration and application system.
· Direct responsibility for creation/execution of strategies for new brand, website, and communications.
· Consistent sales, service, and partner awards (MVP, Partner of the Year, Presidents Circle) throughout career.
1 “990”, ProPublica, (accessed May 17, 2024), https://projects.propublica.org/nonprofits/organizations/341747398
Leadership Assessment Results
· Gallup strengths-based leader. Top 5 strengths: strategic, relator, self-assurance, command, ideation.
· DiSC© communication style of iD, with shading in all four domains.
· High “Economic” on The Values Index©.
· “Visionary” CQ Change Intelligence©.
· “Slight Originator” on the Change Style Indicator©.
· Above Average EQ scores (highest emotional intelligence scores of those tested).
· Compromising (95%)/Collaborating (74%) scores on TKI conflict mode profile (optimal results).
Certifications & Coursework
· Advanced Corporate Coaching Certification - Global Institute of Organizational Coaching – 2023
· Sales Concepts – Right Track Sales and Negotiation Certification - 2016
· DDI – Leading Virtually - Mastery Check Certification - 2010
· DDI – Essentials of Leadership - Mastery Check Certification – 2009
· NY Institute of Finance – Introduction to Trusts, Overview and History of Short-Term Trading - 2008
· Certified Financial Planning Coursework Completed
o Financial Planning Essentials
o Employee Benefit and Retirement Planning
o Investment Planning
Education
Tiffin University - Master of Business Administration (MBA), Marketing (2020)
University of North Carolina at Wilmington – Bachelor of Arts (BA), Psychology (2004)
President - Collegiate Ballroom Dancing Association
Attorney General - Student Government Association
Community and Board Involvement
Chairman of the Board – Combat for Connection – 2023 – Present
Finance Committee member – Western Reserve Grace Church – 2013-2019
Race/Event Director – NiteLite Run – Western Reserve Grace Church - 2013-2015
President/Executive Committee Chair – Northeast Ohio Women’s Executive Track – 2009-2011
Chagrin Valley Chamber of Commerce – Executive Board Member/Secretary – 2009-2010