A dedicated professional with wide-ranging experience in community and economic development, client management, and resource linkage. Skilled at working with diverse populations, providing education, and connecting individuals and communities to resources.
Overview
13
13
years of professional experience
Work History
Owner
CHX Enterprises LLC
02.2023 - Current
Company Overview: Owner of a small Real Estate and Transportation business working primarily in short-term rentals and fleet management
Administrative Work
Conceptualize and identify investment opportunities
Create project budgets and timelines
Manage projects, programs, and equipment
Development: Raise capital through multiple income channels, including grants, traditional credit financing, hard and private money lenders
Contracting
Review bids for work
Recruit, interview, and hire contractors
Compliance: Ensure compliance with national, state and local laws
Customer Service: Settle any customer disputes in a professional and pleasant manner
Owner of a small Real Estate and Transportation business working primarily in short-term rentals and fleet management
Financial Representative
Northwestern Mutual
09.2022 - 02.2023
Company Overview: Financial Representative working primarily in insurance, planning, and investment management
Client Management
Grow and retain an investment and insurance book of business
Acquire, expand and maintain client relationships
Own the client experience by: efficiently handling service, identifying sales and/or executing opportunities, and making referrals to internal partners
Account Administration
Provide day-to-day servicing of Wealth Management client accounts
Assist in preparation of account opening documentation and account profiles, obtain required approvals, and gather legal documents and tax cost information
Financial Planning
Consult, develop, and implement investment and insurance strategies for clients
Monitor financial plans and recommends changes as needed
Financial Representative working primarily in insurance, planning, and investment management
VISTA Leader
Housing Action Illinois
03.2020 - 08.2022
Company Overview: Project manager responsible for the management of Americorps grants and grantees working at more than 20 organizations throughout Illinois
Collaborative Management
Worked with rest of Service staff to develop project budgets and timelines
Recruited, interviewed, hired and placed new Americorps VISTAs with member organizations
Partnership Management: Acted as a liaison between the membership organizations and Housing Action Illinois
VISTA Management
Acted as the first point of contact for the VISTA members
Trained new VISTAs
Completed monthly check-in calls and coached VISTAs through any challenges
Reporting to CNCS: Collected monthly reports
Reformed and analyzed data, then sent reports to granters at CNCS
Streamlined data collection process to ensure accurate reporting with less inertia and effort
Project manager responsible for the management of Americorps grants and grantees working at more than 20 organizations throughout Illinois
Project Manager
Next Generation Transportation and Daycare
01.2018 - 01.2020
Company Overview: Responsible for all phases of fleet management, including coordinating workers, equipment, budgets and schedules
Effectively determined and defined project scope and objectives
Developed key project goals and worked collaboratively with teams to meet those goals
Managed project budget and requirements
Developed a cost-effective plan and schedule for completion of maintenance projects
Tracked and controlled maintenance schedule and associated costs
Keep daily and weekly maintenance logs
Ensure company compliance with all Illinois safety regulations
Effectively managed contracts with suppliers
Responsible for all phases of fleet management, including coordinating workers, equipment, budgets and schedules
Program Manager
School of Public and Environmental Affairs Overseas Office
07.2016 - 07.2017
Company Overview: Project Management and program coordination for several study abroad programs
Program Planning: Worked with the rest of the office to identify suitable destinations, and create project goals, objectives, budgets and timelines
Travel Planning: Coordinated flights, accommodation, and planned excursions and events for my portfolio of programs
Recruiting: Fielded questions students had in the pre-departure process
Worked in a team to manage the social media outreach effort
Recruited students via in class room presentations and one on one meetings
On-Ground Support: Acted as point of contact for students abroad
Supported professors in teaching abroad classes
Collected and storing medical and emergency information while on trip
Project Management and program coordination for several study abroad programs
Community Development Coordinator
YMCA of Greater Indianapolis
07.2014 - 08.2016
Company Overview: Project Manager in large-scale Community Development project
Managed multiple objectives simultaneously
Research: Developed the project strategy, research design, and metrics
Sourced data
Employed quantitative analysis methodologies like, ANOVA (Excel), Regression (SAS/R), and GIS (ESRI ArcGIS) to identify the health disparities, as well as the most disparate populations in YMCA service areas
Conducted survey research to discern best programming options for disparate populations
Prepared reports, graphics, maps and presentations with Microsoft office and Adobe Creative Suite to convey outcomes
Collaboration: Worked with YMCA Directors to develop programming that would best reach disparate populations
Procured and managed external Partners
Collaborated with Marion County Public Health to source much of the data set used for quantitative analysis
Developed a Capstone course and 10 year research partnership between the YMCA and Indiana University's O'Neil School of Public and Environmental Affairs, ensuring the work can be repeated and tracked over time
Coordinated volunteers to complete field research
Meeting Management: Convened and TOP 10 Coalition monthly coordination meeting
Participated in YMCA of Greater Indianapolis Association Meetings, providing presentation and support where needed
Participated in working groups with YMCA program directors focused on implementation
Represented the YMCA of Greater Indianapolis in meetings with outside organizations
Communication: Responded to inquiries from Executives, Directors, external partners, and community members regarding the project
Budgeting: Prepared and managed project budget
Project Manager in large-scale Community Development project
Managed multiple objectives simultaneously
Wellness Director
YMCA of Greater Indianapolis
03.2012 - 07.2014
Oversaw Personal Training, Wellness Coaching, and Group Exercise departments
Hired, fired and trained wellness staff
Coordinated work schedules for group exercise instructors
Managed budget for wellness department
Formed working partnerships with area business to develop community-based programming
Sold corporate memberships to downtown businesses
In-service hours: Taught group exercise classes, personal trained clients
Education
Bachelor's of Science -
Millikin University
Master's of Public Affairs - Economic Development and Policy Analysis
Indiana University
Skills
Community Development
Project Management
Financial Management & Planning
Data Management & Documentation
Client & Member Relationship Management
Case Management
Coaching & Mentoring
Communication & Collaboration
Outreach & Engagement
Microsoft Office Suite
ArcGIS
R
Timeline
Owner
CHX Enterprises LLC
02.2023 - Current
Financial Representative
Northwestern Mutual
09.2022 - 02.2023
VISTA Leader
Housing Action Illinois
03.2020 - 08.2022
Project Manager
Next Generation Transportation and Daycare
01.2018 - 01.2020
Program Manager
School of Public and Environmental Affairs Overseas Office
07.2016 - 07.2017
Community Development Coordinator
YMCA of Greater Indianapolis
07.2014 - 08.2016
Wellness Director
YMCA of Greater Indianapolis
03.2012 - 07.2014
Master's of Public Affairs - Economic Development and Policy Analysis
Small Business Owner at Collier and Collier Enterprises LLC , Collier and Collier LLCSmall Business Owner at Collier and Collier Enterprises LLC , Collier and Collier LLC