Danielle L. Email & Phone Number

Chicago, Illinois, United States

Champion RI strategy and customer strategic approach initiatives by representing the vertical in Leadership Table activities, driving results to metrics identified in annual business plan, managing dealer actions and Caterpillar dependencies developed during SGP / Calibrations, and communication of progress to senior leadership.Key Responsibilities:• Represent RI in Enterprise LT and OIA initiatives including standard work development / governance, onboarding and training, quality control, and enhancements to reporting tools. Be the voice of RI dealers, customers, and internal stakeholders on OIA, global statement, and business case development, target setting, and reporting.• Promote RI services growth strategies by contributing to annual business plan development and rollout, partnering with global and regional teams, and developing new tools and reporting capabilities as needed. • Govern RI dealer SGPs to ensure achievement of doubled services growth by 2026. Evaluate, assign, and manage dependencies within vertical. Monitor and report progress to dealers and Caterpillar stakeholders. Ensure effective change management with Enterprise partners related to RI growth strategies. Work director to four fulltime PMs.• Author RI Executive Office Review quarterly and produce timely quarterly/monthly overview reports, bi-weekly LT reviews, and weekly SGP Deep Dive Scorecards. • Support key strategic projects as assigned.

Greater Chicago Area

Vice President of Consulting (01/2022 – 4/2022)Midwest Regional Director (08/2018 – 12/2021)Provided market expertise and matrix leadership to regional team of eight that also included business development, field research, and customer relations. Actions:• Synthesized primary, secondary, and proprietary data to uncover trends and formulate recommendations for live / virtual market updates to audiences that included homebuilders (Division Presidents, Land Acquisition Managers, Sales & Marketing VPs), PE firms, financial institutions, and other RE professionals.• Presented information on economic indicators, market / consumer trends, and self-developed forecasts. • Reinforced firm’s brand profile as expert in market research, consumer trend analysis, and strategy development through participation as keynote speaker, moderator, and panelist for eight private events and nine high profile industry meetings.• Frequently directly accountable for relationship selling due to high turnover in business development role, including vacancy for 16 months.Results:• Delivered updates for three different markets each quarter (Chicago, Indianapolis, and Twin Cities) to audiences of 20 – 40 per market per quarter.• Facilitated quarterly focus groups of up to 15 local homebuilder executives.• Developed and led up to eight private consultations per quarter to enable data driven decision making by clients related to land, product, and consumer strategies.• Led 35 national quantitative survey programs in 24 months to deliver insights to senior leadership / clients.• Exceeded new business sales goals for three consecutive years and grew overall book of business by 25% to $1M+ in annual sales. • Achieved 90%+ client retention based on contract renewal and attendance at quarterly meetings within extensive geographical region with lower overall growth potential.Professional Affiliations:• Commercial Real Estate for Women (CREW) Chicago• Urban Land Institute (ULI) Chicago

Greater Chicago Area

Consulting Manager (04/2017 – 08/2018)Senior Consultant (04/2015 – 04/2017)Served as primary client contact from proposal development through project execution and report delivery within major Midwest housing markets (Chicago, Indianapolis, and Twin Cities).Actions:• Spearheaded firm’s penetration into Midwest region.• Conducted custom market reports with insights enabling clients to understand, find, and activate profitable land positions and consumer strategies.• Executed different study types, such as product positioning, price and absorption, market entry and opportunity assessment, economic impact, and consumer / retail demand.• Researched various product types including single-family detached (SFD), townhome (TH), condominium (CO), multifamily (MF), and build-to-rent (BTR).• Completed fieldwork to collect supporting data and competitive analyses.• Analyzed demographic, psychographic, geographic, and economic indicators. • Developed housing starts and price appreciation forecasts on monthly basis for inclusion in research reports for hundreds of clients.Results:• Exceeded sales goals for two consecutive years.• Delivered up to five custom market reports per month.Professional Affiliations:• Commercial Real Estate for Women (CREW) Chicago• Urban Land Institute (ULI) Chicago

St. Charles, Il

Increased sales by 20% within a high turnover, struggling territory and recaptured inactive accounts. • Strategically developed six product bundles to increase sales revenue from active accounts. • Participated in monthly networking events to position firm as an influential provider of local media.

Geneva, Il

Managed prospect database, website content, vendor relations, sales, and marketing budget for 55+ rental housing property with 53 units. Developed competitive analyses, pricing strategies, unit development plans, and marketing materials. Created brand identity to attract qualified leads; developed and executed advertising plan.• Achieved record occupancy in 2014 after exceeding sales goals for three consecutive years.• Networked weekly with community groups and volunteer organizations to maintain local presence.

Chicago Market

Director of Strategic Marketing (10/2005 – 06/2007)Strategic Marketing Manager (10/2003 – 10/2005)Authored strategic plans for two divisions as member of Operating Committee to achieve growth goals. Led development of annual Operational Strategic Plan (3-year market plan to determine local land acquisition, product development, purchasing plans, human resource allocation, and marketing initiatives).Actions:• Provided direction on land acquisition, community design, product offering, and marketing for proprietary 12-group new home buyer segmentation model. Repositioned struggling communities during downturn.• Developed feasibility studies and recommended market positioning, absorption targets, and floor plans. Analyzed macro market statistics including demographic, geographic, and economic indicators. Prepared go-to-market analyses.• Spearheaded qualitative research; facilitated professional and consumer focus groups.• Developed two direct reports and guided analyses of supply vs. demand and competitive positioning.Results:• Secured corporate approvals and acquisition funds for 15 new home communities.• Pioneered study to determine maximum demand potential in Chicago market for active adult housing that became standard benchmark practice companywide.• Nominated by senior management to attend Great Lakes Leadership Conference in 2005 and 2007.

Chicago, Il

Senior Study Director and Senior Research Analyst, Ipsos (previously dba Synovate and Market Facts)Designed, sold, and managed custom, quantitative market research projects for Fortune 500 companies in consumer packaged goods sector.Actions:• Served as primary client contact from RFP through project execution. • Managed market research projects including study design, proposal development, scheduling, sample design and implementation, survey development, data tabulations and analytics, and recommendations.• Demonstrated ability to build and lead team of three direct reports.Results:• Secured business in three new divisions within major CPG company.• Increased revenue 350% in two-year span as member of sales and project management team.

Greater Chicago Area

This is where my passion for market research and strategy development began!• Selected for inaugural Sports Marketing Internship Program sponsored by Wayne Messmer of Chicago Wolves and Loyola University Chicago. • Completed market research project which included study design, survey development, project management, fieldwork, data entry and tabulations, analytics, and recommendations.• Assisted with brand development and marketing initiatives.

Mining Practitioner Program, Mining And Mineral Engineering

9-month course for mining industry professionals. Objectives of the course were to provide: - A significantly greater understanding.

Bachelor'S Degree, Marketing, 4.0

- Summa cum laude graduate - Recipient of Loyola Undergraduate Business Department Marketing Key Award - National Dean’s List recognition

Associate'S Degree, Business, 4.0

- Gustafson Scholarship Recipient