Strategic, data driven enrollment-related recommendations provided to more than 80 higher education institutions across the country, including public and private colleges and universities, undergraduate and graduate programs. Leadership in financial aid services, including product innovation, as well as consulting expertise to higher education senior leaders on enrollment management topics including: admissions marketing and processes, pricing and financial aid strategies, retention initiatives, and operations in student service offices. • Lead a team of consultants, responsible for $3.5M in delivered revenue.• Anticipate and respond to enrollment market challenges to ensure client success.• Financial Aid Services product roadmap development.• Quality control for econometric modeling and revenue optimization tool.• Create specialized deliverable for Law/Grad schools.• Conduct sales presentations and generate cross-sell/up-sell opportunities.• Mentor and train new consultants.• Designed implementation of project management software and trained staff for successful adoption.• Contributed to introduction of client-facing reporting dashboards.• Devise professional development opportunities for the Financial Aid Services team.

Effective leadership of a leading enrollment management and consulting firm. • Supervise and schedule projects for an enrollment management consultant team. • Collaborate with the research manager to deliver services in a timely and accurate manner.• Coordinate with the supervisor of the administrative team to efficiently manage service delivery.• Contribute to marketing and sales initiatives.• Developing budget proposals and monitoring expenditures.• Develop new or enhanced services, document protocols.• Served as primary liaison for integration of legacy companies. • Provide enrollment management consulting to a diverse array of institutions.• Contribute to national publications and present at national conferences on a variety of enrollment management related topics.

Provide consulting services to higher education clients on pricing and financial aid strategies, retention initiatives, and operations in admissions, recruitment, and financial aid offices. • Financial Aid Strategy Tool (FAST) Manager: responsible for product sales, provide training and support for clients utilizing the web-based modeling and simulation tool to support enrollment planning decision-making.• Supervised a team of 8 statistical programmer/analysts, scheduling projects, coordinating with the supervisor of the consulting team to ensure accurate and timely delivery of services.• Contributor to University Business and the Scannell & Kurz enrollment management blog. • Presenter at national and regional conferences such as NASFAA, NCICU, ACPA, and Ruffalo Noel Levitz National Conference.

Integrated financial aid processes into effective enrollment and retention practices for a selective university. Developed strategies to optimize the leveraging of financial aid and maximize net tuition revenue. Collaborated with President's senior leadership to set discount rate, revenue and enrollment targets. • Developed University retention programs with the University Retention Committee, including the Vice President for Student Affairs, the Provost, and faculty members. • Served as Vice Chair of the University Administrative Council. • Prepared analysis of market trends and enrollment data for planning with University deans, directors, vice-presidents and admission staff. • Designed specific strategies for enhancing yield of accepted Honors Program students, Business students, and underrepresented students in STEM majors. • Optimized financial aid strategies to meet specific targets for increasing student of color and female enrollment, improving results in targeted geographic regions, and growing new programs such as physical therapy. • Coordinated packaging offers of financial assistance to prospective freshmen, transfer, and Clarkson School students, using a leveraging model. • Trained and advised a team of 17 enrollment professionals, including 3 admission directors, 11 assistant/associate directors of admission, and 3 financial aid professionals to communicate effectively with prospective families and increase yield of accepted students. • Coordinated with directors from Student Administrative Services (continuing student financial aid, registrar and bursar) to ensure compliance with University, federal and state regulations. • Collaborated with the Office of Philanthropy on the development of endowed and sponsored scholarships, and Alumni Relations to enhance alumni engagement in the admission process.