Experience

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  A wealth management firm

  • Boulder, Colorado, United States

  • Associate Planner

    • Jun 2021 - Present
    • Boulder, Colorado, United States

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  Independent Consultant

  • Business & Marketing Consultant

    • Sep 2010 - May 2021

    Specialization in customer experience projects.General project management.Customer analysis and segmentation.Copywriting and content creation.Development of customer strategy.Market research (including questionnaire design, implementation and/or analysis) to test hypotheses, gauge customer satisfaction, identify problem areas, generate customer demographic and psychographic profiles.

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  Salute Colorado

  • Boulder, CO

  • Co-Founder & Executive Director

    • Sep 2013 - Feb 2019
    • Boulder, CO

    Salute Colorado supports veterans in pursuit of civilian careers through mentorship, professional networking and approved-funding for career-enhancing activities. Since the Spring of 2014, Salute Colorado has accepted sixteen veterans into our 2-year program.Founded in late-2013 by Lane Hornung, Salute Colorado is a 501c3 nonprofit organization and operates out of Boulder, Colorado. We are constantly on the lookout for successful military veterans in the business community to join our network and/or serve as mentors. For more information, please contact me at [email protected] our website at salutecolorado.org.

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  ZipRealty

  • United States
  • Real Estate
  • 500 - 600 Employee

  • Director, Customer Engagement

    • Jun 2002 - Aug 2010

    Developed and managed the design and implementation of marketing programs to enhance customer experience and increase engagement.Developed and implemented client promotions, generating up to 22% engagement as measured through fulfillment requests.Defined baseline client care service standards, helped shape company policies and championed for the customer.Managed market research program, conducting internal and external research.Co-led implementation planning and execution for 2009 strategic initiative focused on lead conversion, resulting in development of popular new training based on best practices of top sales agents.Conceived and implemented new strategy and protocols for small call center; developed a lead pipeline and tracking system. Achieved lead conversion averaging 12% and drove call abandon rate down to <2%.

  • Manager, Sales Analysis

    • Jan 2001 - May 2002

    Analyzed sales trends, monitored underperforming districts; reported sales & productivity Manager, Business Development 2000Co-managed implementation of foreclosure channel strategy, helping to identify and form strategic partnerships.Developed company's foreclosure channel strategy.Researched opportunities in the commercial real estate market.

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  Wells Fargo Bank

  • San Francisco Bay Area

  • Relationship Manager (Internship)

    • May 2000 - Aug 2000
    • San Francisco Bay Area

    Assisted in the underwriting of major construction loans.Researched and assessed business opportunities in the then-blossoming SOMA real estate market.