Evan Echlin
West Dundee
Summary
Results-driven sales and consulting professional with hands-on experience in lead qualification, client discovery, and managing opportunities across both financial services and B2B environments. Proven ability to build trust, ask the right questions, and move conversations forward through consistent follow-up and accountability. Highly motivated, metrics-focused, and able to perform in fast-paced, high-volume environments where discipline, communication, and execution determine results.
Overview
4
4
years of professional experience
Work History
Financial Services Representative
Lakeshore Financial Group
Chicago
08.2025 - Current
- Advise individuals, families, and business owners on insurance, retirement, and long-term financial planning tailored to their goals.
- Build and manage growing client book through targeted outreach, networking events, and partnership development, increasing qualified leads.
- Conduct detailed financial discovery meetings, assessing cash flow, protection needs, and risk exposure to craft personalized solutions.
- Coordination with senior advisors and affiliated insurance carrier to structure proposals and ensure accurate case design.
Business Development Representative
Capstone Logistics
Chicago
03.2025 - 06.2025
- Executed high-volume outbound outreach to freight decision makers, generating a steady flow of qualified opportunities.
- Conducted market research to identify distribution centers and supply chain operations aligned with Capstone's service offerings.
- Collaborated with regional sales managers to prepare discovery insights and meeting briefs, increasing conversion rates for booked appointments.
- Maintained consistent CRM documentation to improve forecasting accuracy and streamlined the handoff between sales and operations.
Strategy Consultant
Veritopa
Remote
06.2024 - 03.2025
- Pioneered Veritopa's 'AI-First' strategy, enabling businesses to integrate cutting-edge artificial intelligence solutions into operations and decision-making, fostering innovation and competitive advantage.
- Developed a visionary consulting framework, empowering businesses to distinguish between improvements and transformative innovations.
- Accelerated Proof of Concept (PoC) projects through agile methodologies, stakeholder engagement, creating robust data infrastructures for scalable AI integration.
Program Management Office Intern
Hightower Advisors
Chicago
06.2023 - 08.2023
- Organized the provision of program management tools and services, leading strategic initiative planning that streamlined corporate operations.
- Orchestrated the planning, monitoring, and reporting of enterprise-wide governance processes and standards, ensuring precision and compliance.
- Collaboratively devised and implemented operational processes, policies, and tools to enhance project management, boosting efficiency.
- Produced comprehensive internal and external reports concerning Hightower's multifaceted initiatives, facilitating informed decision-making.
- Played a pivotal role in resolving project management challenges while assisting the EPMO team in software enhancements.
Business Lending Consultant Intern
Preferred Funding Group
West Dundee
06.2022 - 08.2022
- Generated prospective leads through marketing affiliations, cold calls, and follow-ups, expanding the client base.
- Provided invaluable support to clients throughout the loan process, offering informative handouts and personalized guidance.
- Conducted in-depth client demographic analysis, encompassing credit profiles, business size, and growth potential.
- Directed pre-qualification processes, streamlining operations and conserving resources for other departments.
Education
Bachelor of Arts - Enterprise Leadership
University of Iowa
Iowa City, IA05.2024
Skills
- Excel
- Salesforce
- Problem resolution
- Leads prospecting
- Outbound sales management
- Sales cycle management
Leadership Experience
Risk Manager/Pledge Class Social Chair, Phi Delta Theta Iowa Beta, Fall 2020, 05/24, Elected to the executive board through a competitive vote among over one hundred active members, demonstrating strong leadership and trust., Adeptly resolved a wide range of conflicts within the fraternity, from interpersonal matters to financial and operational concerns, fostering a harmonious environment.
Timeline
Financial Services Representative
Lakeshore Financial Group
08.2025 - Current
Business Development Representative
Capstone Logistics
03.2025 - 06.2025
Strategy Consultant
Veritopa
06.2024 - 03.2025
Program Management Office Intern
Hightower Advisors
06.2023 - 08.2023
Business Lending Consultant Intern
Preferred Funding Group
06.2022 - 08.2022
Bachelor of Arts - Enterprise Leadership
University of Iowa