● Consult with clients to identify security, safety, and operational risks that may impact their brand and financial performance.● Lead and manage projects related to the implementation of services and solutions to reduce and eliminate risks.

● Consulted with members on services and solutions designed to improve processes and reduce operational costs while ensuring compliance with State and Federal regulations.● Assisted with the roll-out and transition from a paper-based policy updating service to a fully online system for all members. ● Promoted continuous improvement of workflow processes and efficiencies to drive quality and timeliness of service delivery.● Conducted on-site sales visits to best understand member operations and needs to prepare customized project scope, timeline, and pricing options.● Delivered presentations and training sessions at quarterly and annual conferences, group-based or one-on-one.● Communicated with staff and members on policy updates and the status of ongoing projects.

● Team management of departments and staff responsible for business development, professional services, and overall customer experience across multiple regions.● Budget and P&L accountability for the following regions: North Central US, South Central US, Northwest US, and Canada.● Developed and improved processes and procedures that were implemented at the region and corporate level, enhancing operations, performance, and customer experience.● Created training programs and procedures surrounding financial practices and Thomson Reuter Elite ERP.● Recruited and mentored top-performing teams that continuously met both personal and organizational goals for sales and operating performance targets.● Completed quarterly client visits to ensure client satisfaction and quickly resolve any negative service issues identified.● Conducted audits of Branch offices and client accounts to ensure compliance with operational and financial policies and procedures.● Promoted a positive work environment with a focus on teamwork and collaboration.

● Responsible for sales, operations, and overall customer experience within the Great Lakes region.● Project management experience conducting and leading investigations covering a wide range of matters.● Position required skilled multi-tasker to prioritize projects and initiatives based on organizational goals.

● Responsible for the completion and delivery of investigation services (general investigations, backgrounds, due diligence, surveillance, undercovers).● Managed sales and operations for Central Illinois and St. Louis, Missouri markets.