Client Development Consultant
GALLUP
Total years of experience :8 years, 8 months
GALLUP Chicago, IL
Client Development Consultant October 2011 - April 2012
• Uncovered client business problems including lack of adequate business resource planning, core
competitive strategy blind spots, ill-defined target markets, and fundamental misalignments between management and front-line staff in areas of service quality, motivation, and mission.
• Analyzed market research for Global Consumer Practice Leader to determine the legitimacy of aggressive competitor signaling, as well as areas where the firm needed to continuously monitor
information dissemination technology and innovation.
• Made recommendations driven by primary field data including syndicated research, interviews, and focus groups, and secondary research to immediately address the following areas of weakness: o Management team leadership
o Organizational change management tactics and employee engagement
o Target marketing in the increasingly commoditized retail clinic service environment
o Cellular phone sales and distribution channels
• Formulated statistically-relevant pricing strategy for various sample sizes across target industries; pricing
strategy used to obtain new business from W. W. Grainger.
• Provided customer and employee insights and recommendations for the firm and clients in hospitality,
retail pharmacy, medical device supply, and telecommunications.
• Wrote new business proposal for aviation supplier AAR Corporation.
• Crafted informational communications on talent selection instruments, leadership, development, and employee engagement solutions for human resources management for Nationwide Insurance and
Zimmer.
S2 FINANCIAL MARKETING Chicago, IL
Assistant, New Business Development December 2007 - January 2009
• Evaluated and reported on financial services marketing firm's potential customer base for a horizontal
integration acquisition using Salesforce.com, Hoovers, and Lexis-Nexis.
• Proactively formulated a semi-annual survey to objectively track concerns from financial services clients such as Ennis Knupp, Janus, and Lazard.
• Scheduled print media for Cole Taylor and Midwest Bank with Tribune Companies' Hoy Newspaper and suburban Chicago papers.
TVI ACTOR'S STUDIO Chicago, IL
Sales Manager November 2006 - December 2007
• Communicated to company's Los Angeles-based owners the specific needs of Chicago-based acting
market based on customer and sales force feedback.
• Halted sales staff turnover by designing more competitive acting curriculum for local Chicago actors.
o Curriculum included adding theatre and commercially-focused classes and opportunities to meet with casting directors from Chicago, New York, and Los Angeles.
• Coordinated and staffed open houses, workshops, and events with local and national casting directors and agents.
• Edited and tailored personal marketing materials, including resumes and headshots for new and seasoned actors.
CAPITAL MORTGAGE SERVICES Chicago, IL
Confirmation Department Manager January 2003 - November 2006
• Served as lender expert and final decision maker responsible for determining refinance consumer credit
viability; evaluated credit risk, as well as lowest fixed, variable or balloon rate lender options for 5, 10,
15 and 30-year loans.
o Credit worthiness determined by evaluating credit scores and terms, current assets, short/long
term liabilities, personal income statements and debt ratio.
o Calculated loan payments and variables such as payoff time, balloon payments, par interest
rates, interest rates in relation to firm profit margin, and negative amortizations.
o Evaluated credit worthiness of potential consumers for outside sales teams in Chicago,
Minneapolis, Miami, and Dekalb, IL.
• Interviewed employee candidates, hired, and managed confirmation team of five to consistently hit
monthly internal accuracy and performance metrics; trained team to confirm credit for hundreds of applicants daily.
o Trained team on over-the-phone credit verification script, how to spot credit report
inconsistencies and provide consistently high customer service.
• Motivated Chicago's outside sales team for optimal success by assessing and understanding an individual loan officer's strengths; managed loan officer appointments for best match for potential
clients.
• Translated complex financial instrument information and addressed questions on mortgage lenders to potential customers.
GEICO Fredericksburg, VA
Property & Casualty Insurance Agent June 2002 - December 2003
• Obtained Property & Casualty insurance license in 8 Mid-Atlantic states.
• Translated and addressed questions on Property and Casualty insurance to potential customers.
GRADUATE RESEARCH & PUBLICATIONS
• Led marketing strategy analysis team for Bayswater Beverages "Sleepyhead" product launch.
Recommendations driven by interviews and financial statements analysis to immediately address areas in sales, marketing, and distribution.
• Performed literature reviews for marketing and operations professors including "Advertising in China" and "Continuous Improvement in Disaster Relief Systems."
MBA in Operations Management, Loyola University Quinlan School of Business, Chicago, IL, August 2011
Bachelor of Arts, Drama, Kenyon College, Gambier, OH, May 2000