Daniel Patterson, Mba, Mbi Email & Phone Number

Projects:o Continuous Value Services (CVS) Studento Various Sales and Readiness Projectso Community Collegeso 4-year Private UniversityAccomplishmentso Led work on creating structure and process for Student CVSo Completed the Collaborative Solutions Leadership Academyo Working with direct reports on career development and progression, all of which are seen.

Projects:o 4-year Private University o Community College o Various CVS ClientsAccomplishments:o Led several internal initiatives, including creation, review and update of Asset documentation, including newly developed process maps and scoping documents for sales and estimateso Led the internal Financial Aid teamo Presented to the 2021 Associate Consultant.

Projects: oState System Community CollegeAccomplishments: oHelped develop Financial Aid operational process templates and maps for future projects oDeveloped financial analysis decks for prospective clients oDeveloped conference proposals and presentations oFacilitated courses for incoming analysts and acted as a panelist for analyst presentations.

Projects:oSmall Private 4-Year UniversityoSmall Private 4-Year UniversityResponsibilities:oWork closely with clients as a subject matter expert to determine the current state of their financial aid processing, and future-state needs and goalsoProvide advice and guidance for implementing Workday software in order to reach future-state requirements and.

Work with college students via the online Upswing interface to tutor in the area of business management, supervision, communication, marketing, e-commerce, organizational behavior, and leadership.

Versailles, KY

Highlights:o Led negotiations as the subject matter expert for a 7-year, multi-million dollar statewide contract.o Led successful implementation of CRM software for a statewide college system.o Led implementation of Blackboard Enrollment Services adult recruitment initiative for adult applicants statewide.o Led implementation of a co-enrollment model with.

Versailles, KY

Highlights:o Provided functional expertise and guidance for the successful implementation of Regent Education software for centralized processing of verification for all 16 KCTCS colleges.o Developed electronic documents, workflows and processing procedures within the Regent Education software.o Consulted with KCTCS colleges on procedures for local.

Somerset, Kentucky

Highlights:o Participated as a college subject matter expert in the implementation of software for the creation of a centralized processing center for KCTCS.o Worked as the chair of the Default Management Taskforce to successfully reduce cohort default rates.o Created several financial aid and financial literacy campaigns.o Worked on committees to create.

Somerset, KY

• Developed learning materials and provided instruction via Blackboard E-Learn and Pearson MyLabs for Introduction to Computers courses for Somerset Community College students.
• Communicated with students regularly via email and Starfish in an attempt to retain and help them succeed.

London, KY

Responsibilities:o Oversaw staff of four and all daily financial aid operations.o Oversaw reconciliation of federal and state aid funds with student enrollment.o Oversaw the Return to Title IV process.o Oversaw financial aid document digital imaging processes and procedures through the VeBridge OnBase Software.Highlights:o Worked as the financial aid.

London, KY

Responsibilities:o Oversaw daily operations of the Laurel Campus financial aid office.o Oversaw state aid processing.o Acted as college liaison for Gemini on document imaging software.o Counseled students on financial aid and provided assistance to ensure they received any aid for which they were eligible.Highlights:o Led the implementation of digital.

Somerset, KY

• Managed outbound K-12 enrollment team.
• Developed, implemented and trained on standard operating procedures.
• Ensured client service level goals were met.
• Tracked and reported performance levels.

Somerset, KY

• Coordinated the implementation of new strategies involving quality monitoring and customer service training.
• Developed quality processes and procedures for new clients.

Somerset, KY

Doctor Of Education (Edd), Educational Leadership And Policy Studies

ABD

Master Of Science - Ms, Business Informatics

Master Of Business Administration (M.B.A.)

Bachelor Of Science (B.S.), Business Administration And Management, General

Associate Of Arts (A.A.), General Studies