KBF is a regional accounting firm that offers a wide range of tax, audit, and advisory services. The marketing and operations role is a continuation of prior responsibilities under the previous entity name KS&Co.• Business development training and management• Marketing management• Operations management• Facilities management• Salesforce.com implementation and administration• ON24 Studio webinar producer• Close coordination with IT, HR, and Finance departments in such matters as recruiting, onboarding, and budgeting

Primarily engaged to facilitate the growth of the northwest offices for this regional accounting firm.Business Development -• Community ambassador for the firm, evangelizing the unique value proposition• Developing leads, managing the sales pipeline, working in tandem with partners to close new businessRecruiting - • Organize and attend recruitment career fairs• Engage with prospective candidates to identify the ones most qualified and desirable• Follow up with selected candidates, facilitating the recruitment process with the firm partnersTraining -• Help mid-career professionals refine their business development skillsMarketing - • Manage digital and traditional marketing materials and web presence• Develop messaging and marketing content for use on the website, brochures, and proposals• Participate in the proposal process to obtain new businessOperations - • Manage facilities and vendors• Work in tandem with other department leaders - IT, HR, Finance.• Focus on a broad array of projects so that technical professionals can focus on client service

One of the area's premier law firms, with a leadership position in the entrepreneurial ventures space. This engagement focused on new client development, expanding existing relationships, and retention of current clients. The recipe for success included one part external affairs, acting as a community spokesperson, carrying the firm flag; and one part internal business partner, building trust with attorneys and learning about their individual areas of expertise. Employing business acumen and social dynamics, this role built trust and tied the needs of the business community to the technical skills of the firm's attorneys.

Primary focus of this engagement was to penetrate a new market territory. Employed business development networking skills to establish a solid foothold in the Portland technology and life-science community. Engaged in analysis and financing of companies receiving venture capital. Managed client relations and worked-out under-performing portfolio positions.

Best job ever. Charles Schwab & Co. was migrating its retail offering from a discount brokerage company to a wealth management company. This one-year engagement provided the opportunity to help convert one of the largest offices in the nation from a "customer service"​ platform to a "consultative sales" platform. Experimented with new processes and procedures to effect change. Within a year, clients redirected their service needs to the call-center and financial representatives became consultants, focused on business development.

Recognized national top-performer. Expert in technical consultative sales, helping Fidelity to develop its wealth management platform in the Northwest region. Navigated office leadership and training positions in each of the technical areas being developed on the Fidelity platform - Insurance related products; retirement plan alternatives; fixed income portfolios; and fee-based trust services. Additional success points include the establishment of a new office in Bellevue, and acting as branch office supervisor.

Focused on tax planning and retirement planning for professionals in the education and health care industries. Achieved revenue targets through business development networking, combined with technical consultative sales activities. Developed tax planning software to facilitate the sales process, improving overall results.

Dream job out of college. Consistently achieved revenue goals while effectively managing a broad spectrum of relationships in a very confined space. As manager, responsibilities included inter-department relations, passenger relations, photography team management, supply inventory management, equipment management, shooting schedule management, shooting, processing and sales.