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.

I signed up! 🚨 


JOCKO FUEL is doing a thing. 

Early morning workout in April. 

My boys are ecstatic at the opportunity to meet Jocko Willink. 

So stoked to share this moment with them. 

Don’t miss this amazing opportunity to push yourself. 

Fuel your day with JOCKO FUEL 🔥

#jockofuel #disciplineequalsfreedom

Dan Lathrop

As a first time manager, I struggled deeply with feeling confident. I knew it and my team knew it.

I didn't know who I was and I felt completely paralyzed.

Have you felt this way?

The dread, fear, anxiety, frustration and indecision. Feeling inadequate at every turn.

What would it mean for you to overcome these challenges?

As a Leadership & Life Coach I know how important it is to be secure in your identity. 

If you are rooted this is the first step to growing...think about plants, without roots they won't survive. 

Imagine leading your meetings in your true skin. Not trying to be someone you're not but accepting you for you. 

You would feel confident and your team would increased faith in your and your leadership ability.

Watering your roots allows you to increase your self awareness - learning to lead yourself so that you can lead your team.

Imagine having insight into each team member and best ways to manage/communicate with them individually and as a group.

What value would demystifying your teams behaviors be worth to you?

Looking to discover more about who you are? Let’s hop on a call to get to now each other. You’ll leave wanting to dig more into you - authenticity is a result of self awareness and identity. 

Discovering your identity will help you be more secure in your skin, leading to greater impact in your leadership and multiplying leaders.

You cannot lead others if you’re unable to lead yourself.

Identity can help you harness your leadership to develop leaders not followers.

I want to work with you - drop me a line to schedule an intro call.

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