“The Phoenix team includes a unique combination of seasoned consultants from the top consulting firms and proven industry executives from global corporations. We are thoughtful and pragmatic professionals who care deeply about our clients.”
Carrie Shea, Managing Partner
Carrie is a seasoned business executive with over twenty-five years of experience serving the consumer products, retail and private equity industries. She was named one of the industry’s top twenty-five consultants, and named one of the top three retail consultants in 2013 by Consulting Magazine. She specializes in helping boards and C-level executives accelerate value creation by setting robust growth agendas and aligning the organization for growth. She was the co-founder of two award-winning consulting firms Archstone Consulting and Griffin Strategic Advisors – both winners of the Seven Up and Coming Jewels by Consulting Magazine – and served as a senior partner with two global consulting firms: A.T. Kearney and The Cambridge Group. Clients have included Macy’s, Fisher Nuts (JBSS), Starbucks, Kraft, Clorox, Coca-Cola, Wrigley, Jockey Brands, Viking Range, among others.
Most recently Carrie served as President of AMG Strategic Advisors, a $15 million insights and marketing strategy division of Acosta Sales and Marketing, the leading broker in the consumer products industry, representing 60% of the #1 and #2 brands in the US. Managed a team of 40 employees overseeing all aspects of business development, sales, marketing, resource deployment, product development, and client management. Worked with leading CPG clients helping them accelerate growth and improve distribution. Published numerous articles on accelerating profitable growth in leading business journals including WWD, Retail News, Retail Weekly, HBS Blog, Fortune, CMO.com, etc. Previously she also served as CEO and Founder of Griffin Strategic Advisors, one of the fastest growing business advisory firms in the US. Managed a team of 7 full-time and 20 part-time resources.
Carrie serves on the Board of the Joffrey Ballet, Botanical Gardens Conservation International and the Lake Forest Open Lands Association.
Carrie has her MBA and BA from The University of Chicago.
Carrie can be reached at email@example.com.
Barbara has over 25 years of marketing and advertising experience positioning and building brands, defining brand foundations, capturing sustainable savings to fund brand growth, creating effective integrated marketing communication programs, and optimizing organizations for efficiency and effectiveness. Most recently, Ford led Ford Partners LLC, a marketing strategy consultancy that helps businesses accelerate profitable growth through insight-driven understanding of consumers/customers and brands. She was most recently SVP at AMG Strategic Advisors and Principal at Griffin Strategic Advisors – both growth strategy consultancies where Barbara had the lead role in the Marketing Strategy practice including project delivery, business development and external partner relations. Consulting clients have included a broad range of clients including Starbucks, John B Sanfilippo, Coca-Cola, Merck, World Kitchen, Jockey, Jarden Home Brands, LPGA, Mead Johnson, Monomoy Capital Partners, Redco Foods and Vosges Haut-Chocolat.
Previously, Ford led Marketing Services for SC Johnson, and prior to SC Johnson, Ford was Vice President, Global Advertising Resources and Marketing Training for Kraft Foods. Ford began her professional career in advertising in the Media Department at D’Arcy MacManus & Masius Advertising; then as Account Leader at DDB, where clients included Anheuser Busch, Campbell Soup, Clorox, General Mills, Hasbro, McDonald’s, Morton, and Ramada. Ford has also served as an independent consultant working with major multinational advertisers including Kraft General Foods, Citibank NA, and Ameritech.
Barbara has served as an Adjunct professor at Kellogg Graduate School of Management, Medill/Northwestern University and U Chicago Graham School. She most recently served as Lecturer International Business & Markets Program at Kellogg School of Management, and currently serves as a Ford Scholar, Kellogg School of Management.
Barbara earned an MBA from Loyola University of Chicago and a BA in Journalism from Drake University.
Barbara can be contacted at firstname.lastname@example.org.
Charlie has over 30 years of Global, Strategic, Operational, and Financial leadership experience with a record of success in helping organizations achieve sustainable profitable growth. He is a Partner with Phoenix who most recently served as CEO and President of The Testor Corporation. Prior to that, he was the COO of North American Wholesale Group of Blyth Inc, the CFO of Rand McNally Book Services, and the CFO and Comptroller of Rust-Oleum. In addition to success in industry, he has also successfully led engagements for clients in a consulting role as President of Process Solutions Inc.
Charlie has significant experience in strategy development and execution, alignment of strategy with process, business transformation, driving growth, and creating a culture of continuous improvement. His strengths and track record of proven success include business planning, brand management, customer intimacy, innovative new product development, improving margins, and supply chain optimization. His leadership background includes a balance of domestic/global, marketing/finance, B2B/B2C, Public/Private companies, acquisitions, divestitures, and process/people experience. Charlie has also served Boards in a number of capacities.
Charlie is co-author of a book on business intelligence and analytics titled “QlikView Your Business”
Charlie’s college degrees include an MBA from Loyola University of Chicago, and a Bachelors of Science from the University of Detroit. He holds CPA and CMA certificates and served as an Adjunct Professor at the Lake Forest Graduate School of Management for over 10 years.
Charlie can be contacted at email@example.com.
Annette has over 25 years of consulting experience. Her consulting work focused on developing strategic, functional and administrative solutions that drive growth, retention and cost savings for all types of organizations, with a particular emphasis on human resources, outsourcing and organizational design issues. Clients ranged from Fortune 500 companies to mid-market firms. Her experience includes senior-level positions in both the US and Europe, which included an 8-year expatriate assignment in Belgium and The Netherlands.
Annette’s past experience includes a position as a Certified Public Accountant. She has also taken leadership roles at several non-profit Boards, including The University of Chicago Cancer Research Foundation Women’s Board (where she was the 2015 Gala Co-Chair), ARZU Studio Hope (Corporate Secretary), and the Lake Forest Symphony (2014 Gala Co-Chair).
Annette earned an MBA from The University of Chicago and a Bachelor of Business Administration in Accounting from Kent State University.
Annette can be contacted at firstname.lastname@example.org.
Pat has over 30 years of experience in the apparel and consumer packed goods space. Additional functional experience includes consumer insights, strategic planning, acquisitions and divestitures. Pat is a former sales, marketing and strategy executive/leader at Hanesbrands, Kellwood Company, Maidenform, Procter & Gamble and Clorox.
Pat has a BA in Economics from Boston University and an MBA from Wake Forest.
Pat can be contacted at email@example.com
Rowan has over 25 years of experience in strategy consulting and operations. His consulting work includes growth strategy, strategic planning, valuation analysis, and implementation plans. Clients ranged from private family-owned firms to mid-market companies to Fortune 500 multi-nationals. Industries included financial, telecom, technology, manufacturing, and business services. Rowan’s operational background involves information technology, budgeting, planning, purchasing, treasury, and contract responsibilities.
Rowan has worked extensively in France, Benelux, and Germany. He is fluent in French and German. He serves as a Board Member and Treasurer of the Alliance Française de Chicago and is a Member of the Chicago-Paris Sister Cities Committee.
Rowan holds an MBA from The University of Chicago and a BA from Princeton University.
Rowan can be reached at firstname.lastname@example.org
Amit has over 10 years of diverse consulting and general management experience developing compelling and successful 3-5 year growth strategies for C-level executives in a variety of consumer facing industries both domestically and globally including retail, consumer packaged goods, food & beverage, household durables and financial services. Amit has managed the delivery of positioning & value proposition development, portfolio optimization, channel strategy, pricing & promotion effectiveness, category management and new product innovation.
Previously, Amit worked at Griffin Strategic Advisors, AMG Strategic Advisors, and the Cambridge Group.
Amit’s degrees include MBA, Management & Strategy, Marketing, Analytical Consulting, Kellogg Graduate School of Management, Northwestern University BS, Biomedical Engineering, Economics, Northwestern University
Amit can be contacted at email@example.com.
Elizabeth has over 15 years of experience in marketing, marketing strategy, and market research. Her focus is on marketing strategy development and implementation, particularly within the consumer industries. She also has deep experience with qualitative and quantitative consumer research.
Prior to Phoenix Strategic Advisors, Elizabeth was an Associated Consultant with Griffin Strategic Advisors, a Manager at A.T. Kearney, a Manager at EDS, and an Account Executive at AC Nielsen.
Elizabeth holds a MBA from the University of Chicago Graduate School of Business and a BA from the University of Illinois.
Elizabeth can be contacted at firstname.lastname@example.org.