CONSULTING PARTNERS
Notable Highlights
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Created and executed growth strategies that generated year-over-year, double-digit improvement, from $280K to $5B and expanded nationally
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Increased efficiencies by transforming operations to leverage offshore resources, AI, and digital processes
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Developed robust client satisfaction program
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Productized offerings to increase profitability and enhance client experience
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Developed an EY master’s program with Notre Dame and UVA, to address new five-year accounting requirement and diminishing supply of accounting graduates
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Developed a global pursuit strategy to broaden opportunities and increase win rate
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Leads CEO and Executive Peer Advisory Groups facilitating monthly in-person meetings and one-to-one coaching
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Guides CEOs/Founders and their teams, leveraging the Pinnacle Model, to accelerate growth and maximize enterprise value
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On-demand executive coaching
Certifications and Trainings
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MBA, Kellogg School of Management, Northwestern University
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Pinnacle Business Guide
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Selling to Strategics Certified Exit Guide (via STS Capital Partners)
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Top Gun Teamwork Facilitators trained
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Scaling Up and Rockefeller Habits Certified Coach
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Certified Everything DiSC® trainer
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Accredited The Five Behaviors® trainer
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Tracom – Creating Client Connections (CCC) certified
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Huthwaite International – SPIN trained
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Miller Heiman – SOM and ECE trained
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Women’s Business Enterprise National Council (WBENC) certified
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NACD Governance Fellow and NACD Directorship certified
Other Distinctions
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Meritus Trust Company, Board Member
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International Women’s Forum Member
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Committee for Economic Development Co-Chair Subcommittee: Advancing Women in Corporate Leadership
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New York Women’s Foundation Board Member, Audit Committee Chair, and Executive Committee