Providing strategic marketing planning, guidance and implementation to clients focusing on revenue growth.

Consult with the leadership team regarding marketing, communications and donor solicitations.Facilitated strategic planning meetings with the leadership team to clarify the organizational direction and focus. Improved their daily operations by coaching core team to focus on their primary mission, what resources they need and how to move forward.

Professional Engineering and Architectural Consulting firm.Identified and nurtured individual and team talent to build a sales group of engaged and productive high performers.Transformed business development culture through training and coaching to capture over $500,000 in new business opportunities within 12 months. Initiated and implemented Customer Relationship Management (CRM) strategy to organize, automate and synchronize the sales process for the organization.Trained users to systematically use CRM system to increase revenues, identify and strengthen client satisfaction, and cut operating costs. Raised awareness of PEDCO services by leveraging industry contacts to publish feature articles in various media outlets.

Led the business development team by training, coaching and modeling ideal sales behaviors leading to new business for the firm.Designed and implemented a sales tracking system to organize, communicate activity and forecast sales which lead to more focused activity and greater accountability.Developed a 'sub-brand' for an underserved market in the Electric Cooperative industry moving CDS into a leadership position in the market with over $350,000 in fees in two years.Participated in the firm's annual strategic planning meetings leading the market research, competitive analysis and market trend forecasting to ensure yearly planning was based on the external business environment.

Developed and implemented marketing strategy to increase market penetration among brokerage firms in the Midwest region.Instituted ACT contact management software to centralize the marketing database, new prospects and marketing communications.Successfully completed licensing examinations for NASD (now referred to as FINRA) Series 7, Series 6, Series 63 and Series 65.

Lead the development of marketing strategy and execution for the Kentucky and Indiana markets resulting in $9.5 million dollars in incremental revenue in 1999. Facilitated more than 35 SWOT analysis and planning sessions with key distribution partners resulting in strategic partnerships with targeted firms.Led the development and implementation of the employer marketing database for the Midwest sales region.