As a Credit Union Advisor, I work directly with c-suite leaders in the nation's leading financial cooperatives to identify areas of competitive advantage and performance gaps for improvement. I educate these leaders in ways Callahan can help them to create strategic leverage and improve their narrative with their staff and board directors. I consult with Callahan's leadership and operations staff to recommend improvements to our solutions stack.

As the Vice President of Corporate Strategy, I helped to drive brand awareness in key expansion sales territories and refine our brand presence in core markets. I led the Marketing, Client Success, and Association Management divisions by recommending structure and policy improvements that would improve client experience and reinforce their trust in our organization. I migrated confluentstrategies.com to a Laravel PHP content management system for in-house administration and cost savings. I also championed enhancements to and use of Microsoft Dynamics 365 CRM and ClickDimensions marketing automation, including the addition of a support case ticketing system and rules-based email triggers.

As the Vice President of Marketing, I served as a conduit between a cross functional marketing team and our senior leadership. Digital Media, Graphic Design, Retail Marketing, Public Relations, Market Research, and Product Management were led by my office. During my time at MAX, I was instrumental in the decision to purchase and install Salesforce Marketing Cloud (formerly ExactTarget), resulting in four initial customer journeys and five rules-based automations. This allowed us to substantially reduce direct marketing expense ($100,000+) and achieve the same production results. I collaborated with the V.P. of Organizational Development to form a Digital Task Force, helping to guide the organization’s retail eCommerce roadmap. I was responsible for developing the annual and quarterly strategic marketing plans and was accountable to the budgetary resources assigned to meeting our objectives.

As the Vice President of Marketing, my responsibilities included oversight of the promotional activities for one of the largest financial cooperatives in West Tennessee. We served over 31,000 members in various rural and metro markets, and my charter was to ensure that our brand promise and service delivery built trust and loyalty. During my time at Leaders, our assets grew by $170 million and we completed three credit union mergers that expanded our retail footprint into two additional markets. I aided in the charter expansion submission for an additional three-county designation that was secured shortly after my departure. I successfully completed an 18-month visual and organizational rebranding initiative that included extensive consumer and employee focus groups and national retail merchandising research. I expanded Leaders’ promotional activities to include paid keyword, paid social media, programmatic, and streaming advertising. In 2015, The Financial Brand recognizes Leaders as the number 2 performer in YouTube video views as a result of my channel management.

Sales Executive responsible for acquiring and maintaining client relationships on both a contractual and transactional basis. My experience ranged from less-than-truckload shipments to major freight contracts with some of the nation's largest manufacturers. I was able to reach over $1M in gross sales in my first year with Reed Freight Services.

Provided consultation to management on best practices for copy. center management. Developed accounting procedures for order tracking and back-logging. Acted as liaison between equipment repair staff and end-users. Fulfilled daily order volume and ensured proper stocking of consumables. Assisted in managing inventory controls of roll and flat stock media.

Provided consultation to management in launching full-service print and media center. Developed four marketing campaigns to target local and regional customers. Settled terms of service contracts with new and existing clients. Delivered two in-house presentations to prospective clients. Performed on-site land plat scanning for an area-wide digitization initiative. >1000 large images archived in less than five business days.

Provided over-the-road freight capacity to existing and new customers. Assisted sales staff by tracking shipments in real-time and providing feedback to clients. Managed both IT and telecom infrastructure throughout branch and reported to top management on call volumes.