Founded in 2017, Sparrow is at the forefront of one of the fastest-growing housing segments in the nation focused on Active Adult / 55 and Better communities.As president, I directly oversee Operations, Sales, and Marketing for Sparrow Living, the company's property management division. This includes responsibility for the division as a whole and ensuring that all teams are working cohesively to achieve Sparrow's mission of Building Community - while providing best-in-class hospitality one prospect and community member at a time.

After 16 years of building best-in-class sales culture, shaping highly consumer-centric hospitality, delivering exceptional financial results, and having the great privilege of helping lead several of the best companies in the Senior Living space... I decided to start my own consulting business. Why help just one organization when I can help many and multiply the positive effect that living in a vibrant community has on seniors?!My purpose - to provide expertise in organizational structure and in creating a robust sales culture while establishing sales as a competency to deeply connect with prospects and drive company growth in the senior living industry.I am excited to share that my very first client - Sparrow Capital Partners / Sparrow Living - a standout owner and operator in the Active Adult / 55 and Better space - lured me out of my consulting business after only a couple of months. The authentic partnership and opportunity were powerful and I am grateful to their team for feeling the same way about me.

The global leader in rental housing, Greystar is the largest operator of multifamily apartments in the United States. Within the Active Adult division, the company provided services for over 15,000 residents across 110 communities in 28 states. Recruited by The Carlyle Group and Greystar. Our team was charged with growing the upmarket and midmarket AA space and establishing it as a bona fide and thriving segment within the senior living industry. As the sales leader, my vision was to build a best-in-class sales function and nurture a robust sales culture to be a core competency for the company and a competitive advantage for all partners. The end goal - drive growth, help define the AA lifestyle, execute and coach relationship selling, and enrich lives for the largest Active Adult rental housing platform on the planet.Specific responsibilities/achievements:- Divisional leadership team over preleasing/new construction, lease-up, stabilized, and acquisitions.- Focused on creating platform strategy and goals, innovating approach, and managing client relations/performance, while overseeing the sales effort and mentorship program.- Culture builder that collaborated with Asset Management, Operations, Marketing, and Sales to work as one cohesive unit.- From 2020 through 2022, the business grew from the 26th to 15th largest owner and from the 17th to the 9th largest operator in the senior living industry. - Extraordinary portfolio increase from 42 to 108 communities – 157% in 3.5 years.- Successfully overhauled the sales function; RSM responsibilities, best practices, hiring, onboarding and training, operations involvement, secret shops, sales bonus plans, sales contests, sales plans, benchmarks, etc.- Created an innovative sales training program consisting of on-demand eLearning modules. This program was deemed highly effective, innovative, and scalable and upon my departure was being converted to Greystar's other business lines.- Delivered profitable results.

Recruited by The Carlyle Group to lead a dynamic executive team with the primary responsibility of providing consultative support services for an Active Adult/55+ multi-billion-dollar portfolio. The portfolio was national in scope and spanned a variety of markets and included both new development and acquisition projects. The core vision was to help pioneer the Active Adult space and successfully launch and stabilize active adult rental product. This included collaborating with best-in-class joint venture and operating partners, property managers, and applicable third parties to help build out the newest category within the senior living industry. Specific responsibilities/achievements:- Represented Carlyle to successfully collaborate and build trust with their partners and consult on strategic and day-to-day decisions for 31 operational and 18 in-development communities. - The major objective of this role was to work within the Strategic Leadership Team to achieve the desired financial, operational, and sales execution/culture outcomes and ultimately meet/exceed established investment returns/metrics.- Our team immersed itself in a crash course on defining Active Adult and understanding this new hybrid product/lifestyle. - Challenged to troubleshoot and solve for slow initial AA leasing velocity.- Led the team in evaluating existing practices and established best practices playbook for pre-leasing, leasing, marketing, staffing/hiring, resident activities, resident services, and other relevant operational functions. - Opened 14 new communities - Dramatically grew lease-up community occupancy from 2018 to 2020.- Significantly increased key conversion rates from 2018 to 2020.Clients and operating partners included Greystar Real Estate Partners, Trammell Crow Company, Alliance Residential, United Group of Companies, Allegro Senior Living, Solvere Senior Living, Sparrow Living, and Avenida Partners.

One of nation’s largest privately held independent living, assisted living, and memory care management and development companies. Provided services for 6,800 seniors across 45 communities in the United States. The company’s “Five-Star Fun” brand and hospitality business model delivered high-level social engagement and superior service with the mission of making a positive impact in the life of each staff, resident, and family member.Key executive team member with collective responsibility for the company. This includes establishing company strategy, organizational structure, partner relationships, profitability, resource deployment, and staff development.Corporate Oversight- Provided leadership and vision for the home office, with direct management of the Sales and Marketing, Resident Services, Corporate Compliance, and Product Management functions. - Delivered annual occupancy increases that consistently met budget and drove same-store rents to meet financial objectives.- Pioneered fresh perspective for company culture with “True North” vision. - Led effort that resulted in new employee onboarding and transformed the performance appraisal process.Operations Leadership- Provided day-to-day operational leadership for a Carlyle Group-owned portfolio. Strived for operational excellence with General Managers and their teams. Maintained strong relationships with community owners and provided accurate and timely financial reporting and community outcomes. Collaborated with General Managers to create annual budgets and business plans. Developed revenue and occupancy growth and expense management strategies to achieve budgeted profitability.Acquisitions- Forging a new growth path to expand the hospitality-rich management platform by purchasing small to medium-sized senior living management companies with annual revenue up to $10 million. Created the business plan, investment criteria, and strategy to identify acquisition targets.

Management responsibility of all sales and marketing functions for home office and all communities. Served as strategic leader focused on driving census and revenue. Partnered with the executive and operations teams to create and execute budgets, goals and growth strategy. Led sales team training and coaching of 140 sales professionals. Managed and monitored market pricing to drive annual rent per occupied unit growth. - Developed and launched sales talent module to the field to help General Managers better understand the stages of the Leisure Care sale, identify sales team strengths and weaknesses, hire and properly cast great sales talent. - Transformed sales compensation plans. Envisioned and implemented a results-based sales management approach with rollout of census goal worksheets, creation of sales benchmarks, dashboard reports and weekly gross ranked move-in reports to create a more urgent sales culture. Successfully introduced sales quotas to recognize census challenges early and create an environment of accountability. - Evolved and enhanced company-wide sales protocols for sales training, recruiting, policies and practices, sales reporting, key metrics, and competitive analysis.- Increased occupancy annually and consistently exceeded budget, revenue, and NOI targets. Outpaced industry occupancy by 1+% annually. Increased occupancy for largest ownership group 4%.- Drove same-store rent per occupied unit 4.0% per year.- Record-breaking 2011. YoY growth for same-store gross move-ins +10%, net move-ins +26%. Grew move-ins from three key web-based lead sources by 66% in 2011 resulting in an extra $2.7 million in annual revenue. - Reduced sales force turnover from 39% to 28%.

Responsible for ensuring effective and profitable operation of two-year old, 148-unit independent living, assisted living and memory care retirement community. Provided leadership to staff of 70. o Built a high employee morale and ensured that team delivered a hospitality-rich environment resulting in high resident satisfaction. Created new environment of accountability.o Revamped sales team and increased census from 58% to 80% in ten months (during the great recession) while assisted living occupancy grew to 98%.o Increased rental revenue 24%, assisted living revenue 50%, and NOI 160%.

A multi-family residential development company with over $1 billion in projects. Company developed multi-family for-sale and rental communities, with emphasis on resort-style, Independent Living, Assisted Living and Memory Care communities.o Created a sales organization and redefined corporate branding for 1,400 residential units. Responsible for $25 million in annual sales revenue.o Staffed and trained sales organization in the first year. Recognized for making sales and marketing a core competency. o Established company-wide sales and marketing strategy, critical sales path process, marketing plans and budgets. Handled sales contract negotiations, managed ad/pr agency relations, developed and conducted sales team training programs.o Served on corporate Executive and Investment Committees and played key role in investor relations.o Key leader of sales and marketing efforts in the opening of two $80 million senior continuing care campuses.o Closed 99% of Phase One for-sale senior housing inventory totaling $10.4 million in sales revenue.

Real estate sales and marketing firm that provided all aspects of strategic sales and marketing planning, managed on-site sales program, and executed all steps of the critical sales path for multi-family, urban infill projects. Served as Director of Sales and Marketing for two residential development companies and one real estate investment firm. Clients:Bruce Development Company, LLC, Denver, CO o Led on-site sales team for $13 million multi-family development and successfully sold 100% of residences. The Fullerton Company, LLC, Denver, CO o Led on-site sales team for $10 million multi-family urban loft project. Redeveloped marketing plan and strategy. Home Investment Portfolio Partners, LLC, Denver, CO o Directed the sales efforts for a real estate investment partnership. Managed portfolio of $6.5 million.

o Key member of team responsible for generating $120 million in sales revenue. o Managed categories with over $50 million in sales revenue at top strategic growth customer.o Exceeded expectations and achieved 123% sales to quota, stayed within $5 million budget, and increased business $9 million.o Developed business plans to meet company’s objectives as well as ensure flawless execution.o Accountable for accurate forecasting and long-term category growth while delivering short-term revenue and profit goals.

o Helene Curtis acquired by Unilever HPCo Created strategy for sales organization for $300 million in sales revenue; member of National Customer Selling Teams.o Managed national sales planning process for product categories in the areas of new initiatives, volume forecasting and promotion development. Provided sales POV in company marketing, design and operational projects.o Introduced most successful new product initiative launch in history of company, with 99% customer acceptance. o Recipient of Unilever USA Excellence Award.

o Member of team accountable for $75 million in sales revenue. Responsibilities included identifying customer opportunities for profitable sales growth using special packs, new initiatives, forecasting and market share data.o Finished 1996 at 110% sales to quota while part of the East Region, which was the #1 region in the country for 1996 at 108% sales to quota. o Won President’s Sales Award, 1996 and 1997.