Updated September 03, 2020
Business Consultant and Strategist
Former Big Four consultant
5315 N. Clark Street #107
(GMT-6:00) Central Time
Availability & Rate
As needed - open to offers
- Microsoft PowerPoint
- Business Coaching
- Content Marketing Strategy
- Digital Marketing
Business Consultant | Career Transition Expert| Point A to Point B Transitions Inc.
5/2010 - present
Independent consulting firm. Provide career transition assistance, including job search strategy and resume development, interview question coaching, career envisioning, and accountability. Also serve as a business consultant to consultants, providing business strategy, sales, marketing, and accountability services to solo business owners. Create marketing materials, including blog posts, website copy, sell sheets, and case studies. Advise entrepreneurs on career transition to corporate employee positions. • Presented extensively on topics related to productivity, career transition, mental health, and small business, including giving a TEDx talk titled Sustaining Personal Energy to Fuel Professional Success in 2015 (www.CatherineMorganTalks.com). Launched Morgan Moment short video series on career-related topics. • Held position of editor in chief for New York Times bestselling author and billion-dollar dealmaker Carol Roth’s award-winning Business Unplugged™ blog. (A consolidated list of guest blog posts is available here.) (2011-2019) • Wrote Re-Launch You: Discovering Your Point B and Embracing Possibility eBook. • Founded The Depression Discussions™: The Conversations We Need to Keep Having Facebook page, and Working and Well™ facilitated sessions on stress, anxiety, and depression at work.
Senior Pursuit Consultant| Deloitte
7/2007 - 5/2010
Global consultancy. Pursuit project manager and writer on the Pursuit Management team, part of the Sales, Marketing & Business Development group of a Big Four organization. Managed the RFP and oral presentation process from start to finish. • Ensured client deliverables were targeted, consistent, and conformed to brand and legal guidelines. • Teamed with graphic designers to create effective imagery that enhanced proposals, presentations, and marketing materials.
Independent Consultant| Morgan Consulting
5/2002 - 7/2007
Independent consulting firm. Company provided strategy, marketing, and special projects management services. Retained by: • Resources Global Professionals (RGP), a professional services firm, to facilitate multiple sessions at a Fortune 500 healthcare company with internal managers, customer service representatives, team leads, and outsourced call center managers to map 60+ business processes for Medicare Part D customer service call flows. Coordinated and developed a presentation to senior management on potential optimization strategies. Received an internal award for outstanding client service (March 2007). • Thomson Financial (now Thomson Reuters), a top financial information provider, to assist with the development of their strategic alliance program. Drafted internal and external program guides, initial partner presentation, and developed internal business processes for working with product application partners and redistributors. • Deloitte Services LP, a Big Four organization, to assist the Midwest Marketing Communications group. Created a master presentation and four one-page handouts on service lines for recruiting and new-hire orientation. Worked with tax partner to develop a tax-aligned ERP selection proposal for top-tier client. • Navigant Consulting Inc., a mid-tier consulting firm, to assist Navigant’s client with a three-month project to select a risk management system. Staffed as system selection methodology subject matter expert. • Protiviti, Inc., an independent risk consulting firm, to develop a business plan for the Financial Services Industry group (Midwest region). Project required analysis of market trends and Protiviti’s current and future product offerings.
Psychology, |Vassar College
Outstanding communicator, content writer, and presenter. Experienced consultant with a record of achievement in business strategy definition, marketing communications, new product launches, and training initiatives. Deep expertise in B2B business development, vendor relations, and partnerships. Industry background includes technology, financial services, and professional services. Self-starter who excels in entrepreneurial environments and matrixed organizations.
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