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Work Background
SEIManaging Principal
Apr. 2020Greater Chicago AreaServes as the Chief of Staff to the Chicago Market Managing Director, responsible for leading business operations, managing internal strategy, and driving execution across delivery, sales, and talent. Acts as the central point of coordination and communication across teams—ensuring priorities are clear, initiatives move forward, and leadership stays aligned and informed. - Internal Strategy & Operations: Designed and implemented the internal operating model, including meeting cadences, tracking tools, and performance reporting to support visibility and scalability.
- Execution Leadership: Leads strategic and operational initiatives across business development, consultant performance, talent engagement, and delivery enablement.
- Executive Communication: Develops internal communications and executive storytelling, including quarterly business reviews, team-wide updates, and go-to-market messaging.
- Cross-Team Collaboration: Connects teams across national offices to share best practices and align on internal culture, growth behaviors, and operational standards.
- Client Strategy Support: Partners with delivery leads to support strategic account planning, proposal development, and program design in industries including life sciences, retail, and financial services.
SEIBusiness Development Manager
Apr. 2017 - Apr. 2020Chicago, Illinois, United States- Designed and implemented business development processes to drive market expansion, optimize sales strategies, and establish a structured approach to client acquisition.
- Served as the primary relationship manager for key clients, acting as a trusted advisor and strategic partner to align SEI's offerings with their evolving business needs.
- Built and fostered cross-market collaboration, ensuring seamless knowledge-sharing and coordinated efforts across SEI’s offices.
- Developed and coached consultants to enhance their business development acumen, sales effectiveness, and client engagement strategies.
- Led the full sales cycle for SEI Chicago, from prospecting and opportunity pursuit to relationship management and account growth.
- Spearheaded operational initiatives, including planning and facilitating staff meetings, managing vendor partnerships, and hosting client and industry events to strengthen SEI’s presence.
- Acted as a strategic thought partner to leadership, providing insights and recommendations to refine business development strategies and optimize client engagement.
The Jacobson GroupNational Territory Manager
Feb. 2016 - Apr. 2017Greater Chicago Area
DRIVIN - CarCo TechnologiesSenior Account Executive
Jul. 2015 - Feb. 2016Chicago, IL- Build the revenue pipeline of a high-growth technology start-up
- Spearhead new SaaS platform, Insights to existing and prospective partners
- Source new sales opportunities through inbound lead follow-up and outbound prospecting and leveraging network
- Negotiate pricing and contractual agreement - Form relationships with senior level decision makers
- Creation of product presentations to highlight benefits and advantages of solutions provided by DRIVIN technology and service
- Attend industry conferences on behalf of DRIVIN to generate interest
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Chicago Athletic ClubsMembership Sales Advisor and Team Mentor
Nov. 2010 - Jul. 2015Chicago, IL• Markets and sells corporate and private membership to Chicago based clientele
• Exceeds monthly sales goals gaining over 30% of new business from existing relationships
• Team Mentor providing guidance and training in efforts to meet and exceed monthly sales goals
• Manager of sales metrics of each individual salesperson company-wide • Provides training to all newly hired advisors regarding monthly, quarterly and annual sales goals and technique guidance within a team environment
• Represents Chicago Athletic Clubs at events and corporations throughout Chicago • Leader in quarterly team building events
ArrowStreamSales Manager Business Development
Apr. 2009 - Nov. 2010Chicago, IL• Increase revenue for Brokerage Department by acquiring new accounts
• Meet or exceed quarterly goals in an inside sales environment
• Sold an average of 4 new accounts per month from start of employment. • Responsible for increasing margins by applying cost-effective solutions within existing carrier network
Echo LogisticsNational Accounts Manager
Nov. 2007 - Apr. 2008Chicago, IL• Met and exceeded each monthly sales goal
• Cultivated all business from cold leads in an “inside” sales setting.
• Demonstrated outstanding ability to work in high energy, goal driven environment
• Transitioned from Regional Sales Manager to National Sales Manager focusing on selling services to existing accounts
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