WhiteWater Express Car Wash

General Manager

Finance

Helping people create a financial GPS so they can assess if they’re on target to reach their goals.

Finance Coach

Brandwatch

- Consistently surpassed renewal and growth goals, achieving 113% and 119% in Q2 and Q3 respectively, while meeting GRR team renewal targets each quarter since Q2 2022.
- Seamless transition of 60 clients, maintaining strong relationships and elevating team GRR by 20%

Customer Success Manager

TTI Success Insights

Value Added Associate

Certified Life Coach

SimpleBills

- Implemented 80 new clients between May and September 2021 – from first contact post sales to AM assignment.
- Owned client portfolio of $15M in Annual Contract Value
- Developed 15 Standard Operating Procedures bringing clarity and alignment to our internal teams.

Solution Account Manager

Senior Account Manager

SimpleBills is a complete utility management service that helps properties realize efficiencies with data-based decisions while providing residents a customer service experience you can be proud of.

Account Manager

Hartford Federal Credit Union

•	Provides professional customer service by identifying potential customers, initiating new accounts, and coordinating product demonstrations in collaboration with the Management Team.
•	Focus on continuous learning and development at the individual, team, and organizational levels by designing and deploying strategies, which will enhance people, processes, and performance.
•	Created strategic partnerships and gathered market information to gain a competitive advantage, leading to 20 new accounts by referral.

Business Development Manager

First Commons Bank, Newton Centre, MA

•	Lead audit operations and systems training which led to superior audit ratings and more knowledgeable team.
•	Received "Legendary Client Service" Award. 
•	Identified critical client needs through fostering strong client relationships and ongoing communications. 
•	Developed, trained and coached 5 new employees on the banking system.
•	Designed and facilitated learning programs to support performance processes.

Senior Client Service Representative

Antioch Waltham

•	Creatively collaborated with ministry team on development of curriculum. 
•	Identified emerging leaders and helped determine desired placement in ministry.

Youth Pastor/Ministry Intern

Bank of America

•	Accurately and efficiently completed 65 customer transactions daily.
•	Built trust with customers by effectively meeting their service needs.

Sales and Service Specialist

Passionate Customer Advocate Focused on Driving Customer-Centric Solutions

I have over 15 years of driving customer-centric solutions. From Banking to Customer Success I've carried this core value with me.

I've learned a lot over the last decade and a half, but something that's stuck with me is that we need to ask more questions. In my experience, when I hear a client tell me what they want, there's usually more to the story. By asking powerful questions I've been able to understand who, what, where and why in all these scenarios. It's not that I don't trust my customers, but I like to go the extra mile to truly understand what's led them to this solution.

Helping people is another core value - as an extravert it comes easily to me. Whether I'm training, presenting, coaching, or listening my objective is to help provide value. It's important that my customers know I am their catalytic resource to help them reach set out goals.

Dan Lathrop

Winsight Masterminds

Winsight exists to help empower and encourage small-business leaders as they lead their business and family. 

We believe that as you grow as a leader, and your company’s culture gets healthier, your family will also get healthier too.

Founder

Mastermind Facilitator | Life & Leadership Coach

WHALE Respite Center

WHALE’s mission is to provide respite care services to support underserved families in Colorado, so they may lead lives of wellness, and joy as they care for their children with delays, and disabilities.

Board Member

Iron Sharpens Iron Mastermind

Mastermind Facilitator

Ramsey Solutions

I worked to optimize internal recruitment efforts to help people find their sweet spot within the organization.

Internal Mobility

I facilitated 45-50 monthly small-business business Masterminds. My responsibility was to walk with the small business owners in the group as they developed their vision, gain clarity on next steps and held them accountable as they executed the plan they created.

Mastermind Facilitator, EntreLeadership

Yelp

I worked with 45 national business brands, totaling $3M+ annual revenue, and helped them maximize their advertising on Yelp. I was responsible for building relationships and education in how they displayed themselves on the site to increase client engagement and amplify ROI.

National Account Manager

I worked with 800+ local businesses, totalling $2M+ annual revenue, and helped them maximize their advertising on Yelp. I was responsible for building relationships and education in how they displayed themselves on the site to increase client engagement and amplify ROI.

Local Account Manager

Hi, I'm Brian, and I'm the owner and founder of Winsight Masterminds. 

Leading a business can be overwhelming. As an entrepreneur with a family, I know how important it is to surround yourself with others who understand what you're going through.

Since 2016 I've led over 3,000+ mastermind calls and worked with hundreds of business owners who don't want to leave their success up to chance.

It's been a blast and I've learned a lot.

In all that time I've seen that successful business leaders make it a point to have people in their corner.

To celebrate with them.
To hold them accountable.
To push them when they need it.
To sit with them when it's hard.

To pursue community and, if they're lucky, find others that can give them wise counsel.

As a coach and facilitator, my job is to help you get crystal clear on where you're going, and then help to take steps toward it. I'm not afraid to make observations and share thoughts that you don't like if it means you get to where you're going. I'll be kind, but firm, if I see you need encouragement to keep moving.

I'm passionate about you becoming a great leader so your business can get better.

I believe you care a lot about what you're doing, and have a lot riding on your success.

I'd like to walk with you and care about it as well.

Contact me so we can talk!

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The Battle

Dan Lathrop

Brian Lawrence

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