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Project Team Summary:


Consultant ID: 1875


Availability: In stock


Work Experience:
EXL Services, Inc., Consultant
Accomplishments: • Conducted segmentation of patient population (2.4 million) for a large hospital corporation based on both health and business data. Population Health Segmentation was used to:
o Provide a comprehensive view of the patient population to the whole organization
o Target health, marketing, business, and analytic initiatives on segments that offered the best opportunities for (1) improving health outcomes; (2) improving patient experience; (3) lowering costs; (4) reducing waste, duplication of effort, and inefficiencies; (5) supporting business planning; and (5) improving business results.
• Conducted analytics on membership population for a major credit card provider, using SAS (PROC SQL) and Excel pivot tables
• Conducted process improvement analysis (and provided recommendations) on their new product development process for a Caribbean-based life insurance company

Consolidated Behaviors and Attitudes, Independent Marketing Research and Analytics Consultant
Accomplishments: Independent Marketing Research and Analytics Consultant, Consolidated Behaviors and Attitudes – Durham, NC
• Marketing Intelligence Analyst working on segmentation for Blue Cross-Blue Shield of North Carolina. Conducted extensive interviews of marketing and service operations stakeholders to define their segmentation needs, then developed an extensive segmentation of health insurance consumers that combined a primary needs-based segmentation with an attitude-behavioral segmentation based on a large, syndicated consumer survey.
• Conducted multiple large market research projects for Fortune 500 companies involving advanced statistical techniques (e.g., discrete choice with simulation, latent class analysis, MAXDIFF, two-step clustering, discriminant function, etc.)
• Did complex discrete choice studies (with one of the foremost discrete choice firms in the U.S., The Modellers) for decisions around branding and revenue optimization for Intel and Disney.
• Performed clustering/segmentation/persona analysis for Microsoft on consumer perceptions of, and interest in, using voice technology (voice command, speech to text, text to speech, social interaction, entertainment, etc.) in games (console, cell-phone, online, and PC) and other online/mobile applications
• Conducted major multicultural segmentation study for Time Warner in collaboration with Cheskin Research and Yankelovich.
• Conducted game and marketing analytics for a Facebook-based social game (Thoroughbred World)
o Designed data spec for capturing and structuring both marketing funnel and behavioral telemetry/event data from game
o Developed dashboards to support multiple stakeholders in each accessing real-time reports most relevant to them
o Benchmarked KPIs related to marketing funnel

Cheskin Added Value, Strategic Director
Accomplishments: • Conducted quantitative market research projects and developed market research proposals working remotely for one of WPP/Kantar’s market research firms.
• Conducted pricing study for CPG company using Van Westendorp pricing method with modeling extension resulting in pricing designed to optimize revenue/margin in multiple markets.
• Chaired Cheskin’s Quantitative Best Practices Group.
• Conducted multiple studies on hard-to-reach minority populations
• Developed successful $800K segmentation and volumetric bid for major CPG company.
• Programmed reporting automation solution in MS Visual Basic for Excel.

Yankelovich, Sr. Account Director
Accomplishments: • Designed, bid on, and conducted large, quantitative, custom research projects, and managed client relationships in multiple industries (including high tech, media, health and wellness, personal finance, public policy, higher education, consumer packaged goods). Worked with clients to define business needs and research goals; designed fielding and analytic methodologies; developed and drafted bids; executed research; conducted analysis and reporting; and provided clients with both fundamental consumer insights, and actionable strategic and tactical recommendations. Managed team of 3 researchers.
• Conducted segmentation of African-Americans for Radio One, the largest Black-focused media company, which they are using to develop content, and target and sell advertising in traditional and new media. See
• Conducted test of 48 brand extension concepts for Novartis using advanced analytic techniques (Latent Class Analysis and MAXDIFF)
• Presented segmentation of drunk drivers at National Highway Safety Transportation Agency’s Lifesavers Conference (, see especially starting at pg. 92)
• Segmentation of consumer depositors won award from Bank of America
• Won over one-half million dollars in business in one year

Lieberman Research Worldwide, Research Director
Accomplishments: • Managed research team for Honimichl 50 research firm.
• Conducted a wide range of studies (product development, new product forecasting, segmentation, brand positioning, satisfaction and loyalty, advertising effectiveness, awareness and usage, pricing, etc.) using a wide range of methodologies (adaptive conjoint analysis, regression trees, TURF analysis, logistic regression, multiple regression, ANOVA, cross-tabbing, focus groups, van groups, product ideation, etc.)
• Have conducted research in a wide range of industries, for Fortune 500 clients in high tech (Sony, NavTech), retail (Lowe’s, Coinstar), health insurance (Wellcare), mortgage insurance (GE Capital), and personal finance (Wachovia, KeyBank).
• Lead research team in design, execution, analysis and reporting for long-term customer satisfaction tracking study for Fortune 100 big box retailer (Lowe’s) at over 1,200 stores nationwide. Identified drivers and predictors of satisfaction and loyalty; linked satisfaction to attitudinal loyalty, behavioral loyalty, and business results; and made specific strategic and tactical recommendations to drive improvement. Led development of custom online dashboard reporting results for multiple levels of aggregation. Conducted text mining and trending of large-scale, open-ended consumer comments.
• Have worked extensively in developing best-in-class automated and manual processes (e.g., automation of tab checking), and in developing and documenting best practices in market research.

Companies/Brands Worked on:
Carolina Healthcare Systems
Blue Cross/Blue Shield of North Carolina
American Express
Radio One
National Highway Safety Transportation Agency’s
Bank of America
GE Capital
Hewlett Packard
Sun Microsystems
Ziff-Davis Media Research
UBS PaineWebber

MBA, Marketing Research, Duke's Fuqua School of Business, Honors: Fuqua Scholar
BA, Political Science, Earlham College, Honors: With Honors

Special Skills:
SAS Base Programming (Version 9)
Basic and Advanced SAS Programming (Wake Tech Community College).
Introduction to Databases (Online course from Stanford’s Class2Go, heavy content in SQL).
Computing for Data Analysis (R Programming, Coursera).
The Analytics Edge (EdX, Course in advanced analytics techniques using R).
SPSS Modeler (data mining/text analytics package – self training).
Introduction to Social Network Analysis (Coursera).
Statistical Learning (Stanford’s Class2Go).
Currently studying Tableau and Rattle (R-based Data Mining Package)
Strong expertise in SPSS Statistics (including programming in SPSS Syntax)
MS Office
Member of Research Triangle Park Analysts