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Carly Wilhelm
Regional Vice President @ Modern Capital | Nonprofit C-Suite Retention
Professional Background
Carly Wilhelm is a dynamic and innovative professional dedicated to empowering C-suite executives in the healthcare sector by assisting them in securing impressive six or seven-figure retirement packages. With a robust entrepreneurial spirit and a strong ambition, Carly has had a remarkable journey that spans over a decade in the executive recruiting and healthcare industries.
Carly's path to success began at a young age when she founded a healthcare startup focused on physician recruitment at just 23 years old. Under her leadership, the company experienced unprecedented growth, expanding its reach from three states to over 40, fundamentally changing the landscape of healthcare recruiting in the process. Her ability to drive transformative change and inspire her team has set a benchmark in the industry.
In 2020, responding to a growing need she identified while working closely with hospital CEOs, Carly launched an executive recruiting division. This initiative was designed to assist healthcare leaders in navigating their career trajectories, further showcasing Carly's commitment not only to recruitment but also to the retention and happiness of healthcare professionals. Her impetus to enhance the workplace experience for healthcare executives has blossomed into a significant facet of her career.
Education and Achievements
Carly holds a Bachelor of Science in Business Administration with a focus on Marketing from the University of Missouri-Columbia. This foundational education laid the groundwork for her exceptional career in business and marketing, equipping her with the necessary skills to understand complex market dynamics and make strategic decisions that benefit her clients.
Additionally, Carly expanded her academic horizons through a Business School Study Abroad program at the University of Alicante, further developing her global perspective on business and marketing.
Her career is marked by various prestigious positions, including serving as the Regional Vice President at Modern Capital Executive Solutions, CEO and Founder of Siella Partners, and Senior Vice President at GQR Global Markets. Her trajectory is defined by significant roles at Adaptive Medical Partners, where she demonstrated her expertise as Managing Director of Executive Search and Regional Director of Business Development. Each position provided Carla with unique insights into the healthcare industry, reinforcing her commitment to revolutionizing executive recruitment and retention.
Notable Achievements
Carly's expertise extends beyond her formal roles. Her experiences navigating the evolving landscape of the healthcare industry, particularly during the tumultuous months of the pandemic, have greatly influenced her views on work-life balance and wellness. Recognizing the critical nature of mental health, Carly took an intentional sabbatical in 2022 to travel to Europe, Thailand, and Bali. This transformative journey allowed her to practice yoga, reflect, and redefine her priorities, fueling her passion for promoting wellness in her professional initiatives.
This life-changing experience birthed her concept of #wellthness – a philosophy combining wellness and wealth, emphasizing a holistic approach to career success while maintaining personal health and happiness. Carly’s mission is to help busy executives not only excel in their careers but also enjoy fulfilling, balanced lives.
By innovating financial tools aimed at hospitals and nonprofit organizations, Carly enables them to enhance executive recruitment processes while positively influencing retention rates. Her methodologies are designed to provide hospitals with strategic advantages: recruiting talented executives, retaining them for longer periods, removing tax penalties, and ultimately ensuring more income reaches the executives’ pockets. Carly believes that in winning, organizations can foster happiness and satisfaction among their staff, creating a positive ripple effect for the entire community.
Carly’s approach stands out not just in its results, but also in the way she builds relationships with her clients. Her goal is to be a beacon of positivity – to be "the sunshine in someone’s day." She aims to take the serious concepts around business and finance and make them more enjoyable and approachable for busy executives, thus lightening their workloads and contributing to their success.
In her journey, Carly has emphasized the importance of enjoyment in the workplace and has made considerable strides in transforming how executives perceive their professional environments. Her focus on happiness, wellness, and fulfilling livelihoods is changing the narrative in the healthcare executive sector.
Carly’s extensive background in recruitment, retention, and executive financial matters, coupled with her unique approach to corporate wellness, makes her a sought-after partner for any healthcare institution looking to cultivate a positively-driven workforce. She continues to believe in the power of collaboration and the idea that together, we can win.
If you are a credit union or hospital executive looking to unlock potential and ensure a rewarding career path for your executive team, consider scheduling a call with Carly Wilhelm to explore how her services can benefit your organization!
tags':['executive recruiting','healthcare industry','C-suite professionals','business administration','work-life balance','entrepreneurial spirit','financial tools','wellness','employee retention','career development','CEO','financial packages','business growth','yoga','community service'],
questions':['How did Carly Wilhelm cultivate her entrepreneurial spirit at such a young age?','What strategies did Carly employ to grow her healthcare startup from 3 states to over 40?','In what ways has Carly incorporated wellness practices into her professional life after her travels abroad?','How does Carly Wilhelm define and promote her concept of #wellthness in the workplace?','What are Carly’s key approaches to enhancing retention rates for healthcare executives?'],
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
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