Current job: Account Executive at Bentley Mills, Charlotte Metro and Western NC
Summary of your role in the company: I represent Bentley commercial flooring and call on and partner with A&D firms, dealers, end users, GC’s and the CRE community.
How I chose my occupation: I have always loved design and the built environment so decided to pursue Sales within it as a way to connect directly. It was a good transition to pursue my passion, while still using my prior account management and business development background in Advertising and Marketing.
Years in the business: 10 in this industry
My specialization is: Carpet and LVT
A good lead for me is: Really any customer or specifier who needs flooring, whether they are relocating, expanding, building out a new space, or simply updating. This could be anyone connected to that process from the initial conversation to the final install and day 2.
The most satisfying part of my job is: Seeing a project from start to finish and of course a happy customer, including all of the people involved in the process. I also LOVE when I get to be involved early on with the design and initial product selection. Keeps things fun and nice to use the other side of my brain.
Best leadership advice I have been given: Listen. And then listen some more. There’s always something new to learn about everyone and their business. Also your network is your net worth. I am so thankful for my connections and how they have opened new doors and helped me build my territories. Truly invaluable.
Greatest professional achievement: Completely changing fields midway through my career. It is never too late!
Number of years with CREW: 1 as a member, 6 as a participant/attendee
Most significant CREW connection: Elizabeth Romano and Lisa Vogel, they are both such generous connectors and always positive voices for our chapter. I consider them both mentors and great friends.
Place of birth/hometown: Janesville, WI
Number of years in Charlotte: 16
Family: Husband 21 years, 17 yr old son and 14 yr old daughter
My ideal vacation spot: Anywhere tropical or in the mountains. I also love Northern Cali and the upper Northeast. Otherwise, give me almost anywhere in Europe (it has been ages).
Hobbies/Interests: Yoga, travel, cooking, design, anything outdoors
Other professional organizations I belong to: CoreNet and IIDA, also serve on committees with these
I wish I could: Divide myself into more people and add more time to the clock. There’s never quite enough time to do everything you want to in sales nor enough time to spend with my family.
Feel free to include any additional information about yourself that you would like! I highly encourage committee or board involvement in CREW if you are not already doing this, not only is it fun to contribute but it will definitely elevate your connections quickly!
Current job: Tax Partner at GreerWalker LLP
Summary of your role in the company: I serve business and individual tax clients across a variety of entities – with a focus on real estate, construction, and motorsports. I also am involved with a variety of firm initiatives, including the GreerWalker Women’s Network.
How I chose my occupation: As a little girl, I REALLY loved math – like competing in Math-a-letes kind of love. I knew in college I wanted to do something in business and enjoyed my accounting class. Once I took my first tax class, I fell in love. Since then I have owned being a completely (cool) tax nerd.
Years in the business: 12
My specialization is: Tax compliance and consulting related to business entities and high net-worth individuals. I focus on the real estate, construction, and motorsports industries.
A good lead for me is: A business that needs a tax advisor. Someone who wants assistance with tax planning and creative structuring.
The most satisfying part of my job is: The people. I have great relationships with my clients and my internal team. Getting to work with some of the best and brightest is extremely fulfilling.
Best leadership advice I have been given: Think team first.
Greatest professional achievement: I would have to say making partner. It was great to work so hard for something and see it come to fruition.
Number of years with CREW: 9
Most significant CREW connection: This is too hard to narrow down to one person. Marie McLucas, Mary Wilken, Katie Barker, and Robin Haddock have all had a significant impact on my CREW journey.
Place of birth/hometown: I was born in Newport Beach, CA but have lived in Harrisburg, NC since I was three.
Number of years in Charlotte: At the risk of giving away my age… 33.
Family: I am married to my husband, Charlie, who holds down the fort during tax season (and really throughout the year). I have two boys, Brantley (8) and Brody (5). We lost our family dog, Brandi, in 2022. We decided to adopt Molly, a lab puppy – we are all still adjusting to this.
My ideal vacation spot: As a family, we really enjoyed our trip to Disney and look forward to going back. I personally love Napa – good wine, good food, and beautiful views.
Hobbies/Interests: I love any kind of exercise or competitive activity – you can find me at Burn Bootcamp most morning. I also enjoy reading, games, good wine, and spending time with family/friends.
Other professional organizations I belong to: I attend some ULI, NAIOP, CAGC, and CFMA events but CREW is my only membership.
I wish I could: Slow down time to be able to savor these years with my boys a little more.
DAVCO Roofing and Sheet Metal
Current job: Assistant Project Manager at Davco Roofing and Sheet Metal.
Summary of your role in the company: I provide support to the Roofing Operations Team starting with the preconstruction side of our business, all the way through the projects and into the closeout phase. I also help daily with everything from pulling permits, requesting and providing warranties to customers, acting as the company Fleet Manager and handling special projects around the office.
How I chose my occupation: Davco Roofing and Sheet Metal was one of my service providers when I was a Property Manager and I found them to be honest, reliable, and provide great communication. When it was time to find a new position, I reached out to them for a referral, and they offered me a job instead.
Years in the business: Over 25 years of construction, project, and property management experience.
My specialization is: Communication, organization, and refining daily processes to help the team succeed.
A good lead for me is: Anything related to commercial roofing.
The most satisfying part of my job is: Problem-solving, process improvement, and wowing our clients with great customer service.
Best leadership advice I have been given: “Service is the rent we pay for our space on this earth!” – Shirley Chisholm. Don’t ever forget to support and give back to others because it will pay you back in spades and fill your heart with joy.
Greatest professional achievement: Granted a patent for a collapsible reusable portable fitting room to be used during retail remodels.
Number of years with CREW: Less than 1 year but have attended many CREW events over the years.
Most significant CREW connection: Patty Drummond! She knows everyone and everything and is a great resource.
Place of birth/hometown: South Bend, Indiana but have lived in Illinois, Minnesota, Texas, and the Pacific Northwest as well.
Number of years in Charlotte: 14
Family: I’ve been with my Husband Mark for almost 20 years, and we have a cat named Harley.
My ideal vacation spot: I’ve been lucky enough to travel throughout Europe and the United States, but New Mexico is my favorite place to be.
Hobbies/Interests: Gardening, home improvement, and volunteering for organizations like Habitat and Rebuilding Together.
Other professional organizations I belong to: None.
I wish I could: Visit Egypt and tour the pyramids and temples.
Current job: Senior Business Development Manager
Summary of your role in the company:
How I chose my occupation: My first real job was working with a petroleum equipment company, and I coordinated installing underground petroleum tanks. I eagerly transferred to the new Environmental Services Division when created and never looked back.
Years in the business: 30
My specialization is: Commercial Due Diligence-ESG/Climate-Regulatory Liaison
A good lead for me is: Everyone who wants a responsive and trustworthy partner to mitigate risks and provides timely execution with transparent communication in due diligence from acquisition to disposition.
The most satisfying part of my job is: Establishing relationships with my clients of trust and communication and working with our teams within AEI who value our client’s time and expectations.
Best leadership advice I have been given: Learn your client’s world-listen to what they need and always answer your phone.
Greatest professional achievement: Working at AEI with incredible staff and management.
Number of years with CREW: 6
Most significant CREW connection: Marie McLucas, a member who flipped my script and provided much-needed insight with a struggle impacting my world. She is relentless in her pursuit of influencing others through giving of her time, talent, and treasure.
Place of birth/hometown: Richmond VA
Number of years in Charlotte: 10
Family: Fabulous Son and Daughter-Awesome Brother and Sister and many nieces, nephews, and cousins. Every year we celebrate our parents on their birthday by loving each other which was their legacy
My ideal vacation spot: Anywhere new – Beach, Mountain, Urban, Rural-there is history in all.
Hobbies/Interests: Swimming, Traveling, History, Assemblage – ask me! It started with Surf Shop Windows and has evolved to my business philosophy = who knew?!
Other professional organizations I belong to: EBA=Environmental Bankers Association, CRE Finance, ACORE, SEIA
I wish I could: I wish I would have started reading and listening to Brene Brown earlier in my career.
Dreams, goals, stories, and families it’s what connects us. I stated earlier, my parents’ legacy was our family to love each other today, and tomorrow. providing a legacy for the next generation.
I have come to realize and appreciate I have a very large family with CREW, AEI, teaming partners, and the clients I have worked with and the ones I will meet tomorrow. As someone very wise told me – that is what makes your world turn around, Love it, Live it and Own it!