Heather helps purpose-driven companies crystallize big visions through strategy, prioritization, and transformation. Skilled at connecting people, helping solve thorny problems, and getting things done on time and under budget, Heather helps leaders and business owners achieve their goals. Heather serves as a trusted business partner, consultant, and subject matter expert in the areas of strategic planning, executive coaching, organizational development, project and change management, and talent optimization.

With 20+ years of experience as an executive leader in technology, financial services, and health care, Heather is an expert in helping leaders effectively set strategic plans, build and retain strong teams, navigate change, and exceed goals.

Notable Client Achievements

• Led an organization through their first strategic planning exercise and, as a result, reduced overhead expenses by 11% while improving overall efficiency and business results in the first six months. Additional savings and efficiencies were realized with forecasted increase in customer experience, employee engagement, and the creation of a new specialty business.

• Transformed end-to-end highly complex loan decisioning and supporting processes. Designed an automated real-time decision tool that enables employees to have complete and accurate financial information at loan application and throughout the originations, onboarding, and loan servicing processes. Implementation impacted nine technology systems and resulted in reduced customer complaints, $1M in efficiency savings, and over $15M in new sales captures within the first year.

• Consulted with an organization to refine their core products and services as they redefined their relationship with their employees and customers. Evaluated key performance indicators, focus group feedback, and financial performance to recommend updates to products, services, and employee positioning in the marketplace. Structured and led the strategic planning, portfolio creation, change management, and measurements to successfully refine the organization. Financial performance increased by 8% in the first quarter with double-digit growth in employee and customer experience metrics.