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Project Team Summary:


Consultant ID: 1607


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Work Experience:
Private Company, Principal
Accomplishments: Providing current market & customer insights to help for-profit and nonprofit businesses navigate the future

SAS, Sr. Market Research Manager
Accomplishments: - Designed and led voice of the customer pilot project
- Managed expansion of corporate customer satisfaction program across 9 company divisions and 30 countries
- Supervised strategic deal win/loss program for improving sales and marketing practices
- Negotiated and managed research projects with third party suppliers
- Co-developed and implemented market assessment methodology for new market entry and existing market planning
- Estimated market opportunity sizes for software markets in order to set annual sales and market share targets
- Established focus groups as effective research methodology for a variety of company functions

Corporate Executive Board/Towergroup, Sr. Consultant
Accomplishments: - Led strategic research projects addressing business issues in global insurance industry
- Independent analyst in retail banking practice
- Conducted technology evaluations, vendor profiles, and market sizing

PSI Global, Sr. Vice President
Accomplishments: - Responsible for delivering and growing $500K book of business with top US banks
- Led various consumer and business research engagements on bank market share tracking, billing/payment operations, and electronic banking delivery channels

Mentis Corp., Project Manager
Accomplishments: - Established and delivered new multi-client research studies on emerging electronic banking and billing/payment technologies

Companies/Brands Worked on:
Top 30 global insurance companies
Top 25 US banks

MBA, Marketing, Vanderbilt University, Honors: Summa Cum Laude
BA, Economics, Duke University,

Special Skills:
Certified meeting facilitator, Interaction Associates
Advanced moderator training, Burke Institute
Strategic Communications Skills, C3 Communications

Hiking, biking, golf, photography