Creative Planning Business Services

As a Senior Business Manager, I’m focused on building and leading a Business Development Representative (BDR) team to drive sales growth and expand market reach. I also work closely with franchise and co-op dealer networks, helping them streamline, automate, and outsource key business operations to improve efficiency and profitability.

Beyond growing the dealer network, I also design and implement sales enablement programs, equipping sales teams with the tools, training, and automation they need to close more deals and scale their success. My role is helping teams perform at their highest level through BDR development, dealer support, or strategic sales enablement initiatives.

Partner/Senior Business Manager

As a Business Manager, I play a pivotal role in supporting Creative Planning Wealth Managers by engaging directly with business owners and leadership teams across various business lines, including Business Tax, Audit & Attest, Outsourced Business Accounting, Payroll Services, Technology, Mergers & Acquisitions, and Consulting and Enterprise Solutions.

Senior Business Manager

As a part of the Business Advisory Team, we are responsible for solving complex problems that span multiple areas of expertise. We work primarily with privately held companies in construction, healthcare, manufacturing, real estate, non profits, agriculture, and franchises.

Business Advisor and Channel Leader

Client service is at the heart of BerganKDV's position as a Midwest leader in Professional Services, Enterprise Resource Planning, Human Capital Management, Outsourced Payroll, Bookkeeping, Sales & Use Tax, Security, and Managed IT.  Executes collaboration between all team members to fully service clients through an amazing customer experience.

Market Leader

Collective Data

We provide back end solutions that ensure the public and everyday consumer has access to what they need.

Collective Data provides high-end asset management software that has supported private companies and government agencies for over 20 years. Our signature products, collectiveFleet®, collectiveQuartermaster®, and collectiveFusion® are used by hundreds of organizations that value intuitive and productive software. Our customer base spans from mid-sized to large operations. The products’ modular and configurable architecture, as well as the ability to integrate with other software, is what sets us apart.

Regional Sales Manager

Iowa Realty

HomeServices of Iowa is a full-service brokerage consisting of five company brands; Iowa Realty, Iowa Realty Commercial, Berkshire Hathaway HomeServices First Realty, Midland Title & Escrow, and Iowa Title Company. We have offices located throughout the Des Moines metro as well as the Cedar Rapids area. We employ over 200 employees and support over 900 agents. HomeServices of Iowa is a subsidiary of HomeServices of America, which is comprised of over 30 top real estate companies creating the second largest, full-service real estate brokerage firm in the United States.

Regional Manager

GreatAmerica Financial Services

Vice President, Sales - Office Equipment Group

Our team works to develop successful relationships with IT Resellers and Managed Service Providers across the United States.  We help to educate, train and further develop the valuable impact of having a solid financing strategy and partner.

Director of Business Development, Data and IT Services Team

I work hard so my partners succeed.  I am in the business to give value, be a resource, and help my vendors be more successful tomorrow then they were today.  I help them become more successful by providing solutions that enhance and empower their business to grow.

Vendor Relationship Manager

Human Resources Specialist (Talent Acquisition)

LLB Executive Partners

Find and place executive level talent exclusively in the Financial Services industry with an emphasis on auditing, compliance, accounting, analysis.

Our firm also has specialists in sales, engineering, and telecommunications.

Account Manager

Mount Mercy College

Recruiting and advising non-traditional students.

Transfer Coordinator

BankIowa

Provided support and services to all commercial clients within the Cedar Rapids, Iowa market.

Commercial Banking Assistant

Greater Cedar Rapids Open

Facilated and aided in organization/fundraising of Iowa's largest professional golf tournament.

Executive Director (Contract)

From a dusty backyard with a worn-out tire to the corridors of modern businesses, my journey has been anything but ordinary. As a kid, I didn’t have the innate talents some of my peers did. Instead, I found my strengths in persistence, waking up early, throwing that baseball, hitting a golf ball, and pushing myself to run miles before sunrise, so I could be active enough for my kids.

That drive is what led me to the world of business. My curiosity often prompts questions, such as how a business can automate its processes to grow or how leadership dynamics can change the trajectory of an organization. I've worked with businesses to modernize their core functions and, more importantly, to tap into the potential of their teams. To me, leadership isn’t just about guiding—it's about recognizing and valuing each member's contribution.

Over the years, I’ve become the go-to person for organizations wanting to break through their status quo. Be it aligning a C-Level team or diving deep into organizational health, my approach is always rooted in real-world understanding and experience.

And when I’m not immersed in business strategy? I’m at home, a proud keeper of The Greenlee Zoo. My pets—a motley crew of dogs, cats, guinea pigs, and a bearded dragon—remind me of the diverse challenges and joys of life. They've taught me patience, adaptability, and the importance of finding joy in the small things.

In essence, I’m a firm believer in growth, change, and the potential in every situation—be it in business or life.

Chad Greenlee

Salesforce

- Drove sales cycles for Salesforce solutions within the Aerospace and Defense (A&D) and GovSI industries.
- Partnered with Account Executives to understand customer business challenges and translate them into compelling Salesforce solutions, including GovCloud, Sales Cloud, Service Cloud, Experience Cloud, Agentforce, Mulesoft, Slack and others.
- Crafted technical proposals and influenced deal strategies for large-scale enterprise transformations.
Conducted in-depth needs assessments and discovery sessions with key stakeholders at A&D companies, including C-level executives, program managers, and technical leads.
- Led workshops and technical discovery sessions with customers and strategic partner companies to align Salesforce’s capabilities with government and defense requirements, ensuring compliance with security and regulatory standards (e.g., FedRAMP, ITAR, EAR, IL4, IL5).
- Developed and delivered tailored product demonstrations, presentations, and proof-of-concept (POC) solutions showcasing CRM, AI-driven analytics, and secure cloud solutions for A&D enterprises and federal contractors. 
- Advised clients on leveraging Salesforce Government Cloud and industry-specific accelerators, driving adoption of automation, predictive analytics, and secure collaboration tools.
- Provided integration architecture expertise, designing and recommending scalable, secure, and compliant integrations between Salesforce and key enterprise systems (ERP, PLM, MES, and legacy on-premise applications) using Mulesoft, REST/SOAP APIs, OAuth, and middleware solutions.
Built and maintained strong relationships with key decision-makers and technical personnel at customer organizations, facilitating effective collaboration and ensuring alignment on vision, strategy and customer projects.
Responded to RFPs/RFIs, crafting compelling and technically sound proposals that addressed specific customer requirements and highlighted the competitive advantages of Salesforce.

Lead Solution Engineer - Aerospace & Defense, GovSI

Collins Aerospace

-Lead Architect for Salesforce.com implementation across six diverse business units and central functions post Rockwell Collins and UTC merger.
- Primary architect for HR, Finance, Sales and Service Solutions
- Advocate for business change and modernization, aligning to industry best practices to reduce technical debt and drive cost efficiencies and growth potential.
-Lead evaluations of enterprise software and working directly with vendors and leaders to craft solutions and drive implementations.
- Collaborating with a wide variety of IT and business personnel across technology and business realms.
- Mentoring employees and providing guidance to facilitate their personal and career development.
- Research new technologies and industry trends to facilitate strategy development.  Attended multiple conferences to assist in this endeavour such as AWS ReInvent, Gartner Enterprise Application Strategy, Salesfocre’s Dreamforce.
- Create and define vision and area of focus to drive business goals & objectives.
- Provided comprehensive consultation to management regarding long and short range business requirements and recommend innovations which anticipate the future directions of both business and information technology.
- Responsible for developing solutions to a variety of problems of large scope and complexity. Help established IT standards, policies and practices.
- Reviews and approves final solution design and implementation plan to ensure adherence to established technical standards and satisfaction of business requirements.
- Ensure Strategic Business Focus:  Thoroughly understands organizational priorities and the business drivers; understands day-to-day operations of the business including technology & product roadmaps. Ensures solution alignment with solutions and technology Roadmaps.  Understands industry best practices, regulatory requirements, researches industry benchmarks and applies these to internal road maps & solutions

Associate Director - Enterprise Architecture

Rockwell Collins

• Provides comprehensive consultation to management regarding long and short range business requirements and recommends innovations which anticipate the future directions of both business and information technology. 

• Develops solutions to a variety of problems of large scope and complexity. Establishes IT standards, policies and practices. Oversees completion of assigned projects and goals.

• Drive standardization hardware and software platforms setting the buy, sell, hold" recommendations across the various platforms. 

• Establish and ensure the strategic alignment of architectural standards and guidelines with business direction. 

• Reviews and approves final solution design and implementation plan to ensure adherence to established technical standards and satisfaction of business requirements. 

• Retains the authority on the architecture designed to address business problems. 

• Ensure Strategic Business Focus:  Thoroughly understands organizational priorities and the business drivers; understands day-to-day operations of the business including technology & product roadmaps. Ensures solution alignment with solutions and technology Roadmaps.  Understands industry best practices, regulatory requirements, researches industry benchmarks and applies these to internal road maps & solutions.
 
• Satisfy Customer: Manages customer expectations and delivers on commitments. Engages customers across enterprise in finding best solution.

Principle Enterprise Architect

SmartLead

Summary: A product champion and corporate sponsor that will constantly redevelop and reinvent our product vision. Responsible to plan and direct all corporate initiative to continually improve our products, integration capabilities, integrated product solutions

Essential duties and responsibilities:
•     Provide proven experience in overseeing the direction, development, and implementation of IT projects and software solutions, including the sponsorship, promotion and implementation of the Agile Development framework across the AdTrack product and business development lifecycle.
•	Direct and coordinate teams responsible for software development, testing and support, software deployment and maintenance, software integration and 3rd party integration relationships.
•	Build an efficient development team consisting of existing disparate individuals and skill sets
•	Turn around struggling development projects providing focus, direction and guidance
•	Facilitated the adoption of Agile business principles in non technical business units for efficiency, visualization of work and work flow improvements company wide.
•	Design, implement, manage and support an integrated technical and business change management best practice.
•	Collaborate with senior level management to develop projects, project budgets and timelines. Accept responsibility for obtaining goals related to those initiatives.
•	Developed Mobile strategy and oversaw implementation using a responsive design for various device use within our latest platform.

Vice President, Application Development

hibu

• Manage all aspects of software development activities related to data management and content management platforms to ensure quality delivery and platform ongoing operations to support current and emerging markets

• Facilitate implementation of agile development practices throughout the organization

• Oversee an annual budget of $10M consisting of employees, development costs, systems maintenance and deployment

• Built a taskforce from 21 employees to 42 employees in various international locations with zero turnover 

• Created a Sales Force Automation process that took the organization from zero electronic orders to 98% electronic orders over the course of one year, resulting in millions of dollars in saved postage, reorganization of personnel to increase efficiencies and nearly eliminating pricing errors by the sales force –  saving over $40M in lost revenue in the first year alone

• Developed Mobile strategy and oversaw development and prototype of iOS and Android based applications.

Senior Manager Application Development

Yellowbook

Led teams to develop and enhance a variety of sales tools, interfacing with legacy systems, to create modern web applications for business efficiencies which utilized technologies that needed little to no training or explanation

• Manage an annual budget of $2M in resources for staffing, development and deployment project costs, and systems maintenance

• Collaborated with project managers and stakeholders to prioritize product enhancements and defects, then worked with QA teams to ensure that product was thoroughly tested and the issues were fed back to the development team through a prioritization process

• Presented highly technical project progress reports both in person and through web-conferencing to non-technical upper management in a manner so they could grasp the projects’ achievements, advancements and timelines

Manager of Software Development II

Managed a team of developers and QA personnel to deliver IT projects focused on sales systems and corporate intranet development on time and on budget 

• Built a highly skilled development team by recruiting, hiring, training, mentoring, and inspiring high performers

• Assigned and prioritized work to the development team based on the strategy laid-out by senior management

Manager of Software Development I

• Utilized new and multi-platform software languages and component architecture to perform programming tasks to support the business systems of Yellowbook USA

• Created a web based system interface to the legacy database “green screen” application that allowed customer service and sales to easily interact with the same system remotely from offices around the US and production personnel based in India

• Designed and implemented an artwork submission and proofing system, integrating a BPM (business process management) workflow, and collaborating with off-shore development to integrate it seamlessly into the web systems

Software Architect

• Carried out highly complex programming tasks to support the business systems of Yellowbook USA by analyzing business needs and designing J2EE solutions to meet those needs

• Performed project management responsibilities – leading team meetings and providing technical guidance and leadership to development teams

• Mentored other developers with little to no familiarity with web or java development and transitioned them from other programming disciplines

Lead Developer

McLeodUSA

• Performed system level analysis, design and documentation which included developing, testing, implementing, and maintaining software applications

• Served as a mentor for fellow developers and led developmental teams of 3-4 individuals on various projects

• Automated the sales office transfer process by designing a website to work simultaneously with the HR systems to allow the sales force to easily collaborate with the corporate office

• Monitored the HR system to validate it remained up-to-date to ensure employees’ mailings and particularly paychecks were received at the correct locations

Programmer Analyst II

• Wrote and tested computer programs from specifications, maintaining project progress reports and providing updates to management

• Analyzed systems, design, and implementation tactics across aspects of a project

• Formed a web development initiative within the company and led its success – eventually the entire development team began to work on web based solutions with my guidance

• Expanded the company intranet project and began producing dedicated applications for various departments

Programmer Analyst I

• Produced technical manuals for internally developed applications as well as commercially available programs

• Developed technical training courses and presented the material – traveled to every sales office to provide training to each sales manager on custom business software

• Resolved hardware and software issues for all major operating systems including Mac OS, Windows 95, Windows NT, & IBM AS/400

• Created the first corporate intranet – designing, developing and administering the sites utilizing IIS, HTML, ASP and FrontPage

• Conducted quality assurance by application testing and debugging on internally developed applications

Technical Training & Support Services Specialist

A technical sales expert and cloud evangelist.  Repeatedly successful in leading teams and initiatives,  developing enterprise solutions to provide business value through increased efficiencies, revenue opportunities and reduced expenditures. Offers expert performance and leadership in solution architecture, cloud strategy,  and sales execution.

Specialties: Enterprise & Solution Architecture • Sales Solution Engineering • Cloud Architecture & Migration, Strategy & Adoption • Leadership & Personnel Management • Communication & Presentation • Software Engineering & Integration

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Chad Greenlee

Brian Stiles

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