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Career reflects ability to aggressively build program infrastructure, socialize program goals, and establish revenue streams through expertise in sales, marketing, technical, and business operations management. Consistently build rapport with clients, organizations, management, and coworkers and work as a contributing team member to accomplish organizational goals.

  • Design and launch new products through grassroots networking in order to generate sufficient momentum to prove out long-term business cases.
  • Propels acquisition of new assets each year and maintain contact with new and existing clients to improve customer loyalty index as measured by TPA survey.
  • Reputed as an expert team builder who delivers high-quality, innovative solutions; skillfully coordinated activities of off-site support staff tapped to provide marketing, sales, and ongoing support.
  • Savvy, resourceful financial analyst; possess comprehensive knowledge of business scenarios and investment instruments used to build modern programs with the highest standards of professional excellence.

Work experience

Jan 2007Present

Pilot Program Marketing Manager

Thrivent Financial

Tasked with building interest and critical mass for pilot programs in order to determine rollout strategy and potential wide scale success. Personally design, present, demonstrate, and implement programs in the development phase as quickly and cost efficiently as possible to prove out marketing development concepts. Responsible for establishing metrics for determining financial and business success. Document best practices for full-scale implementation and training of resources assigned to adopted programs.

  • Regularly present new concepts for potential products, events, software, and web-apps that include business analysis and conceptual renderings.
  • Lead presentations covering a variety of financial, economic, social, and community topics.
  • Utilizing social networking analysis to identify centers of influence and deploy team to establish program interest and relationships.
  • Reach out to organizations and create campaigns that can mutually benefit from cross promotion.
  • Develop and manage marketing efforts including direct mail, social media, and traditional advertising.
  • Efficiently fulfill duties of insurance, securities, and bank deposit broker; hold current licensure.
Aug 2005Jan 2007

Senior Business Analyst


Tapped to managed and optimize mortgage portfolio and direct team of analysts in effectively meeting the needs of a diverse client base; analyzed client needs, purchasing habits, demographics, historical patterns, and competitor influences to realize improvements in customer service and client satisfaction.

• Spearheaded creation of dynamic marketing campaigns that generated additional sales and measureable improvements in client satisfaction scores.

• Introduced new processes and programs to automate manual processes, reduce response times, slash expenses and maintain communication with client base.

• Collaborated with members from various departments to increase response time to customers and acquisition of new business; proficiently integrated billing system with marketing and customer management to provide custom messages and targeted promotions to client base.

Jan 2003Aug 2005

Operations Manager

Chicago Autosports

Conceived and launched automotive repair shop focused on providing vehicle service to professionals through accommodation of busy lifestyles and highest levels of customer service.

• Launched various “busy lifestyle services” including online appointment scheduling, pickup / deliver of vehicle, live progress status, and 24-hour service; successfully increased sales revenues by $290K in 12-month timeframe and sold viable company in 2005.

Apr 2002Jan 2003

Senior Consultant

Crowe Horwath

Tasked to evaluate existing business processes and design new technologies needed to improve speed and quality of production. Managed business analysis and software development teams needed for the successful, on-time delivery of projects.

• Expertly led development teams charged with creating custom technology tools used to realize immediate improvements to productivity levels and profit margins.

Jul 1999May 2002

Senior Consultant


Hired to provide direct consultation with clients, identify specific business objectives, and design / implement web-based, customer relationship management (CRM) solutions including software, interfaces, and process logic.

• Proficiently balanced competing demands and project deliverables to earn promotion to increasingly responsible positions; started as analyst, promoted to consultant and then senior consultant within 18-month timeframe.

• Consistently ensured client satisfaction, expanded project engagements and generated ongoing revenue streams.


Graphic Design & Art Work


Life and Health License

Illinois Department of Insurance

Fraternal Insurance Counselor


Securities License 66


Securities License 7