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

Throw & Catch Consulting

Individual and team workshops on failure & growth mindset (learn how to juggle!), effective communication, True Colors personality types, and DISC personality types (coming soon). Passion for supporting individuals and organizations in their leadership journey and providing career development and transition support for education professionals.

Founder

University of Iowa

Providing innovative and sustainable support for at-risk students and developing college-wide support programs for undergraduate students.
UI Lead program graduate.

Student Support Coordinator

Coe College

Leveraging my relationship management, coaching, and program management skillset while identifying innovative methods to serve over 215 clients through a federal grant, I effectively transitioned from student services to academic support. I adapted my clear communication skills to write and secure a $1.5 million dollar grant to support underresourced students while applying my ability to develop institution-wide programs to optimize our early alert response system which doubled in use under my oversight.

Coe College TRiO/AAP Overview
➦ Successful federal grant writer with full program development and management responsibilities for over 215 students who qualify based on income, disability, or first-in-the family to attend college. 
➦ Lead team of professionals and peer leaders to provide innovative individualized and small-group support for students. 
➦ Advocate on behalf of TRiO students to decrease barriers and increase access to resources to promote their successful degree completion. 
➦ Provide oversight and guidance to all academic support services while engaging stakeholders across the institution.

Co-Director of the Learning Commons & Director of the Academic Achievement Program

I was promoted for my ability to grow and manage relationships and get things done. I used my policy and program development skills to evolve Coe's Title IX policy with the input of multiple stakeholders while adhering to federal guidelines. I directly and indirectly provided program management and leadership for seven departments and provided exceptional service for students during several years of Coe's largest ever enrollment. I began the optimization of our early alert system which contributed to 7% increase in first-year student retention and second largest total student enrollment. I coached two dozen staff members and oversaw all aspects talent acquisition and on-boarding. 

Dean of Student Overview
➦ Oversaw all aspects of a comprehensive student affairs division, including Diversity, Equity, & Inclusion, Wellness (Health and Counseling), Residence Life, Student Life, Safety & Security, Conduct, and Title IX for a student population of over 1400. .
➦ Developed partnerships across campus to create and implement Title IX policy and process. 
➦ Worked directly with students (Student Senate, organization advising) to seek feedback and determine student-centered solutions to improve students' satisfaction and persistence.
➦ Aided in transition of early alert system to online portal and reconfigured contributors to system to optimize results
➦ Provided coaching to colleagues across the state of Iowa in my role as President of the Iowa Student Personnel Association
➦ Taught Contemporary Masculinity college course in spring 2016

Dean of Students

I used my program building and management skills to provide clients with a vibrant on-campus experience through housing and programming. I provided inclusive leadership experiences and coaching for staff and students through innovative program delivery across campus. I redeveloped Coe's largest student programs (Flunk Day, Homecoming Dance, President's Ball) to increase satisfaction and engagement by 20% while effectively managing and reducing risk. In addition, I oversaw and planned Coe's on-boarding program for over 400 students on a yearly basis as enrollment continued to grow.

Associate Dean Overview
➦ Increased diversity of artistic performances and events to better represent campus population.
➦ Pioneered campus-wide leadership and recognition programs.
➦ Advised student groups in 5 fraternities, 3 sororities, Panhellenic Council, and Interfraternal Councils, increasing enrollment and competency of all campus fraternities and sororities, including the founding of Coe’s first two historically African American greek organizations. 
➦ Recognized with Staff Diversity Advocacy Award in 2010.
➦ Helmed conduct process for 1.4K student population, managing hearing board and crisis management response team.
➦ Introduced Greek-life students to more intentional membership experience; formalized structure and processes and encouraging involvement in regional offerings.
➦ Coordinated recognition process and policy implementation for 80+ campus organizations.
➦ Guided programming board on best use of budget, what programs to develop and implement, and how to increase and improve membership.
➦ Achieved 50% attendance increase at programming board events.
➦ Improved new student experience by rolling out week-long orientation event that saw 400+ attendees.
➦ Slashed risk and decreased student alcohol intake while increasing attendance by 25% (1.1K+ students) for college’s most popular student event—Flunk Day (100-year-old tradition with surprise day off).

Associate Dean of Students & Director of Student Activities

Sutliff Cider Company

I used my process improvement and partner relationship skills to help Sutliff Cider open their first tasting room to provide their products direct to consumers and host a wide range of events. As a member of a small team, I used my ability to be flexible and adaptable to handle the tasks at hand and developed process improvements to help the business run more efficiently and effectively. I participated in all aspects of the business from tree planting to distribution.

Sutliff Cider Overview
➦Oversaw all aspects of apple cider destination tasting room and experience including scheduling, customer experience, and tours. 
➦Helped to grow the brand by over 25%. 
➦Participated in all aspects of operation including pressing, fermenting, bottling, distribution, and special events. Managed website until 2019.

Tasting Room Manager

Beloit College

I used my program management and coaching skills to advise several student organizations and aided in the administration of the student senate budget to support programs across campus. I provided competent and caring emergency response for a campus of 1,200. I managed and grew relationships on and off-campus a the primary organizer for the annual Family & Friends weekend which brought over 200 people to campus. 

Beloit College Overview
➦ Co-Advised the student government
➦ Advised the programming board, funding boards, greek governing council, fraternities and sororities
➦ Served as on-call staff member
➦ Planned Family & Friends Weekend

Assistant Director of Student Activities

As a new professional coaching students in program development and management, I learned to be a great listener and how to ask the right questions in order to help students reach their goals. I have used this foundation to expand my skills in building inclusive environments, leading organizational change, advocacy, supervision & coaching, recruitment & retention, and leadership at all levels. This has allowed me to be a utility player who drives results and helps others meet their objectives for several organizations.

As an education professional working at all levels at several selective institutions, I have worn dozens of hats. My strengths include being a clear communicator, innovative problem solver who thrives on ideas, building relationships across organizations, optimizing institution-wide learning and development programs, and coaching students and professionals toward reaching their full potential. 

Key Experiences and Qualifications:
➙ Current student success coordinator tasked with developing new office and programs, growing capacity to serve over 900 students
➙ Former Dean of Students who guided the out-of-classroom experience of 1400 students leading to increased student persistence and retention
➙ Former program manager for successful federal TRIO grant serving students based on income, first-gen, and/or disability status 
➙ Doubled support for struggling students through optimization and relationship building in early warning system
➙ Social Justice Training Institute participant, trained Sexual Assault and Domestic Violence Advocate
➙ Founding member of two non-profit organizations

CliftonStrengths: Positivity, WOO, Ideation, Futuristic, Adaptability

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