I advise executive leadership teams on creating actionable plans for addressing growth, organizational design, leadership, and management challenges in their organizations. Through candid communication, we uncover the root causes of issues and develop the strategies and tools required to drive improvement. During our partnership, I support my clients through executive coaching and mentoring to help them achieve results.

As a member of the executive leadership team, led, managed and coached an integrated sales and marketing team to achieve company goals, ensuring effective use of human and financial resources across both key functions that drive the company’s revenue and profitability. Collaborated to design and implement an organizational restructuring to integrate the 13 professionals of the sales and marketing teams under one leader for better alignment between the two departments.▪ identified role changes and gaps, defined accountabilities, and developed personnel plan▪ created timeline and communication plan for implementing reorganization▪ worked with key stakeholders to interview, hire, and onboard new team members in a timely manner▪ ensured execution of critical functions for open positions for continued performance and results during transition▪ led the fully integrated team to identify core issues and create a 12-month plan for addressing themAdditional contributions while implementing the reorganization included: ▪ supported project management and oversaw new product commercialization leading to on-time launches of all 2023 new products ▪ collaborated to improve innovation and new product commercialization processes, comprehensively documenting critical paths, steps and timelines into detailed templates ▪ led market viability analysis of a new innovation ahead of the Stage Gate decision▪ coached, mentored, and actively supported the development of team members to increase capabilitiesIn preparation for my planned exit, collaborated with CEO to hire and onboard my replacement, supporting a smooth transition:▪ built detailed plan and timeline for transition, drove the interview process and adherence to deadlines▪ consulted stakeholders to develop screening criteria and interview questions▪ participated in screening, interviewing, and analyzing candidates ▪ developed a comprehensive onboarding plan and supported its execution

As a member of the executive leadership team, collaborated to lead company growth and expansion in new and existing sales channels, strategized to create an intentional road map and personnel plan to achieve and exceed goals, created a stronger culture of sales in the organization, and developed a highly effective and professional sales team.▪ collaborated to develop company revenue goals, set company omnichannel sales strategy, and led its execution, contributing to significant revenue growth ▪ developed, led, and managed direct sales team, growing from 3 to 7 professionals over three years▪ built trade marketing strategies and trained sales team to execute plans and develop marketing collateral▪ led the creation of a competitive analysis database ▪ evaluated, analyzed, and improved effectiveness of tools, processes, and systems for efficient growthIn addition, contributed to other areas of the organization, including the following work:▪ created and executed a company-wide professional development program ▪ led a Diversity, Equity and Inclusion task force that led to changes in the hiring process▪ coached, mentored, and actively supported the growth and development of members of the organization not on the sales team

I served on the executive leadership team of this family-owned business, sharing Marketing responsibilities with the President as we pursued developing a Director of Marketing from within. My role included overseeing the ten-person Marketing team, increasing skills and creating professional development plans for direct reports, and coaching on management techniques for their subordinate team members. Key accomplishments of the teams included: ▪ Created processes and policies for greater visibility, accuracy, and accountability around managing the marketing budget. ▪ Created cross functional, comprehensive New Product Development and Commercialization process and managed a new product in the pipeline from market research through soft launch. ▪ Conducted market research for use by the leadership team to develop the long-term growth strategy. ▪ Created the structural framework and deliverables for annual strategic planning, updating throughout the process to leave a master template for future planning seasons.

Engaged by this family-owned laboratory supply and service company to develop the long-term sales and marketing strategy that would position the organization for growth over the next 3 to 5 years. ▪ Advised on sales and marketing new hires and helped develop management tools required for successful plan execution and for measuring performance. ▪ Updated sales and marketing plans for new fiscal year, and shifted focus to executive sales coaching as leadership goes into the field for executive selling to high-level strategic customers and targets.

I served as Interim Director of Marketing for this family-owned, consumer product business during a critical, four-month period of strategic planning and budgeting for the upcoming fiscal year. I collaborated with leadership cross-functionally to translate company goals into sales-driven marketing initiatives. Together we: ▪ Identified product development priorities, rescoped and managed qualitative market research project by outside contractor, created an annual marketing calendar aligned with company strategic planning and sales initiatives, and built a zero-based, multi-million-dollar annual budget.▪ Evaluated team-member capabilities, clarified roles, updated job descriptions, documented performance, coached to develop skills, and rebuilt broken processes to increase efficiency and accountability. ▪ Screened and interviewed candidates to replace me in the permanent position and onboarded the new marketing director. Advising quarterly to ensure processes and best practices put in place continued throughout the executive transition.

I served as interim VP of Sales, Marketing, and Customer Service for this middle-market, family-owned, Consumer Packaged Goods company in the home improvement industry and was charged with improving sales and marketing performance. This included managing and developing the Marketing, MarComm, US Sales, International Sales, Customer Service, and Sales Operations teams. Key achievements of the teams included:Strategy & Planning ▪ Thorough sales & marketing strategic plans, 1-year & 5-year ▪ Realigned US Sales territories, including expansion/transition plans ▪ Assessed market research needs and created plan ▪ Budget transparency and oversight Foundation for Growth ▪ Aligned sales & marketing efforts for increased sales▪ Comprehensive and detailed marketing & campaign plans ▪ Processes to ensure execution, accountability, results▪ Improved cross-team communication & collaboration▪ Clearly-defined roles & detailed performance reviews▪ Professional development initiatives to improve in-house skills

As interim Chief Marketing Officer for this growing, private equity-funded, natural pet treat company, I was charged with improving marketing performance. Key accomplishments of the team included: ▪ Developed comprehensive marketing strategy, plan, detailed budget, personnel plan, and structural framework all in Marketing Master Operating Plan. ▪ Created & launched online product training program for consumers and retailers.▪ Reduced marketing budget 26% while adding 2 marketing FTEs and new cost-effective initiatives to gain broader exposure among consumers▪ Terminated non-performing agencies and contractors, transitioning duties in-house and renegotiated contracts and SOWs for retained contractors▪ Developed processes and other improvements needed for long-term growth.

As a consultant, I collaborated with leadership for this premium natural pet food manufacturer and marketer to: ▪ Develop internet marketing strategy to enhance company and brand awareness, differentiate products, build and engage audiences, and comply with regulatory guidelines. ▪ Translate strategies into marketing programs and necessary systems to execute▪ Improve website SEO, branding, and messaging to substantially increase traffic. ▪ Train key personnel to continue and expand programs independently.▪ Provide additional marketing support as needed around PR, communication, package copy and design, and collateral development.

Collaborated to develop strategic plan, marketing plan and budget for company’s small pet product business, implementing D2C strategy, enhancing branding, SEO, and content development and distribution, leading to a 15% increase in sales of flagship product.

Collaborated to generate licensing revenue and identify partners or potential acquirers for small biotech company with patented, gene-expression technology. Supported the CEO during sale of the company.

Co-taught graduate course, Planning the Business Venture, in Entrepreneurial Studies Program, Daniels College of Business, to teach skills required to identify and evaluate business opportunities, develop a strategy, write a business plan, and present to potential investors.