At Brand DNA Advisors, we're all about helping small- and mid-sized professional services firms achieve amazing success. We believe that focusing on the people in your business is the key to creating great client experiences. After all, your employees are the real ambassadors of your brand. By building a positive culture and streamlining processes, we harness the strengths of your team to make a real impact on every client and prospect interaction.We work closely with executives, rising leaders, and teams to challenge the status quo and help them create more inspiring stories. We empower leaders to embrace transparency and see setbacks as chances for learning that can lead to positive changes in their operations. This approach helps drive growth by optimizing talent and aligning people strategies with business goals.Let Brand DNA Advisors guide you and your team on a transformative journey, where your clients – and your bottom line – benefit from your dedication to your employees.

Elevate your leadership journey with our CEO-focused peer groups—an exclusive space for C-suite professionals. This dynamic community goes beyond traditional networking, offering a transformative blend of collective wisdom, action-oriented strategies, and robust support. • Access diverse perspectives from industry leaders for practical solutions.• Engage in purposeful dialogue translating into results-driven initiatives.• Expand your professional reach strategically through collaborations and partnerships.• Find a supportive environment to share leadership challenges with understanding peers.• Embark on a continuous leadership development journey, adapting to emerging trends in an open and vulnerable space.Joining our CEO-focused peer group is an investment in a transformative journey, redefining success for today’s leaders. Thrive individually within a flourishing collective.

Unlock business success with the Predictive Index—an agile tool that streamlines hiring, enhances team dynamics, and aligns talent with organizational goals. From targeted recruitment to leadership development, PI empowers businesses to optimize performance, foster engagement, and achieve strategic objectives effortlessly. Brand DNA Advisors is an authorized partner of the Predictive Index.

As a Senior Account Executive on this dynamic team, I delivered integrated practice management solutions tailored for A/E/C entities. My strength lies in effectively managing client accounts, offering strategic solutions in business development, marketing, and communications. I am a skilled facilitator, empowering diverse design and construction teams through training in business development best practices, cultivating a sales culture, and implementing strategies to distinguish their firms.Partial Client List:• AHBE• AIA Foothill-Pasadena Chapter• Allana Buick Bers• California Water Association• Centro C.H.A.• Design West Engineering• Miyamoto International• Page & Turnbull• PCL Construction• RAW International• Southern California Edison• Steinberg Architects• Studio T-SQ2• Torti Gallas• Vanir CM• Wilson Ihrig

As a consultant for A/E/C firms, I brought significant value & tangible results as follows:• Clarifying business values and goals• Aligning practices with the company's vision and mission• Evaluating the feasibility of business decisions• Crafting actionable strategies to secure projects• Identifying viable opportunities and target clients• Producing compelling proposals and dynamic presentations• Providing individualized action plans through effective coaching. Clients included: C.P. O'Halloran, Dansure, Inc., Hoogstad Consulting, JMC2, Leo A Daly, SKA Design, Turang Photography and Volz Company.

As part of a team, I provided on-the-ground support for Withee Malcolm Architects, which consisted of preparing proposals, qualifications, and design award submissions. I also worked directly with firm leaders to track and plan general business development efforts.

I collaborated closely with the firm's founding principals to shape and execute impactful business development strategies, leading to measurable achievements:• Cultivated client relationships and elevated the sales pipeline by 500%• Secured the firm's first design/build contract• Boosted success rates by 20% through early-stage client engagement• Established strategic partnerships for increased project pursuit success• Pioneered a measurable strategic business plan with targeted initiatives• Expanded firm visibility through active participation in industry events and networking• Effectively managed a Marketing Coordinator and streamlined workflow and efficiency• Showcased excellence with compelling design award submissions• Led a successful rebranding, unveiling a new corporate identity and website• Enhanced visibility and engagement through a dynamic social media campaign• Implemented analytics-driven marketing systems for informed decision-making

I achieved many accomplishments during my tenure, in the areas of marketing, business development, administrative, human resources and finance:Marketing and Business Development• Established a lead evaluation tool that yielded a 15% increase in the firm's hit (success) rate• Helped the principals grow business by 300% over a 4-year period• Produced graphic materials, qualifications packages, proposals and presentations• Assisted with technical proposal writing and fee development• Participated in rebranding effort and website redesign• Launched digital communications campaign• Developed new client relationships and strategic partnerships• Attended industry and networking events as firm representativeAdministration and Human Resources• Developed reporting structures to assist with staffing and planning• Directly supervised one employee• Assisted with overall staff administration• Led the development of an employee manual• Point of contact for all technology, equipment and maintenance issuesFinance• Generated monthly client invoices, including coordination of special requirements• Assisted with collections contributing to a 90% drop in delinquent accounts• Prepared project profitability reports and analyses

I operated independently at the corporate headquarters, serving the CEO, Business Development Director, and Managing Principal, supported by an in-house graphic designer. My responsibilities encompassed the preparation of brochures, qualifications and proposals. I coordinated all sub-consultant data and materials, curating and organizing this information into a centralized, accessible database. I also produced conference materials, press releases, directory listings and an internal newsletter. Beyond content creation, I played a pivotal role in tracking and reporting on key marketing metrics, ensuring strategic insights for informed decision-making.