Senior Consultant

• Sep 2022 - Present

• Engaged with the data and technology office of a large financial services client to advise on their strategy, organizational structure, operating model, and technology capabilities following a major reorganization. My work involved redesigning their project delivery process, improving their team structures, and aligning the office’s strategic plan to the broader organization’s strategic plan. • For this same client, I led a budget redesign based upon Technology Business Management (TBM) and Capital Planning and Investment Control (CPIC) frameworks, enabling the office to better track and evaluate IT investments to business value. I presented to the organization’s CFO for approval. • Designed vendor management tools in SharePoint Lists to improve a financial services client’s ability to measure and manage vendor performance. Built and integrated a Power BI dashboard to provide executives with a real-time view of vendor and contract staff performance. • Conducted a business model review and market analysis for an insurance client to size the opportunity of spinning off an innovative SaaS product. This work included market research, construction of a business model canvas, identification of the best use cases, gap analysis, and mapping paths to grow the product. • Supported the formalization of Simatree’s business development strategy in the federal government space. This included designing a formal business development process to enable on time delivery and improved quality of proposals for federal contract opportunities. • Produced vital resources outside of billable client work, including articles and case studies for Simatree’s website and LinkedIn, market research and proposal writing for federal contract opportunities, and assistance with professionalizing Simatree’s operations. Show less

Senior Research Specialist

• Mar 2022 - Sep 2022

• Managed strategic research projects end-to-end serving Chief Audit Executives (CAEs) and Chief Risk Officers (CROs) at hundreds of organizations. Awarded 2021 Rookie of the Year for Gartner Research and Advisory’s Assurance Practice.• Served as deputy study lead on annual signature research studies, applying a rigorous research methodology to break down and solve complex business problems. Conducted targeted client interviews, developed study models and quantitative models, designed surveys, analyzed large amounts of quantitative and qualitative data, and delivered valuable solutions to clients. My first study received record scores from clients.• Served as deputy study lead on Gartner’s Audit Plan Hot Spots Report – one of Gartner’s most highly-consumed reports, featured in several news publications – performing key project/stakeholder management tasks for six-person study team and delivering on schedule with very strong client feedback.• Served as coach/mentor to two associates, two interns, and an intern project team. Developed mentee relationship with an executive advisor and research leader.• Collaborated in the development of quantitative skills trainings in R and Excel for peers in Gartner’s Research Talent Lab. Delivered competency-based trainings to new and tenured associates. Show less

Research Specialist

• Aug 2020 - Mar 2022

Documentary Editor

• Apr 2019 - Jul 2020

Worked on The Papers of Martin Van Buren project, conducting research and transcribing original letters and documents involving President Van Buren and/or his associates into a standard digitized format. Worked on The Papers of Martin Van Buren project, conducting research and transcribing original letters and documents involving President Van Buren and/or his associates into a standard digitized format.

Research Specialist Intern

• May 2019 - Aug 2019

• Authored published research content for customer service and support leaders as a member of Gartner Research & Advisory’s Customer Service & Support practice. Interpreted survey data to extract valuable insights for clients. Gartner’s clients include over 80% of the Fortune 500. • Guided and participated in calls with clients regarding the adoption of speech analytics technology in quality assurance. Researched speech analytics vendors to determine use cases and target specific clients from which to gain insight. • Conducted market research on existing customer service-focused professional conferences to determine the viability of our practice hosting its own conference. • Worked with a team of interns on a project to devise an internal and external awareness campaign for a new long-term onboarding program in Gartner’s Peer & Practitioner Research group. Our research focused on change management internally and recruiting strategies externally. Show less

Marketing Intern

• May 2018 - Aug 2018

• Spearheaded digital marketing efforts through the development of marketing content, including one-pagers, infographics, blog posts, and webinars in a 3-intern team, with each focused on one area of the business. Boosted the profile of the company’s studio eLearning development capabilities. • Launched new innovative product by developing marketing material, finding potential customers, and making sales calls. The first product offering achieved and surpassed learner enrollment goals. • Worked on the company’s first rebranding effort after 25+ years of delivering training solutions focused in the IT industry. Aimed at modernizing the company brand and gaining an edge on the competition. Brainstormed ideas for new logo and go-to-market strategy. • Performed editing and quality control of a final eLearning project for a Fortune 500 client. • Handled cost accounting of labor costs through general ledger entries. • Formed mentee relationships with the chief executive and local business leaders. Show less

Research Intern

• May 2017 - Jan 2018

• Completed a market study to direct sales of the company’s mobile CRM product to Native American casinos. • Developed an investor deck for a client through critical market research into the social casino industry leading to an initial round of funding. • Assembled an RFP to source software development partners to build the mobile CRM product. • Created content for social media blog posts with a focus on LinkedIn. • Completed a market study to direct sales of the company’s mobile CRM product to Native American casinos. • Developed an investor deck for a client through critical market research into the social casino industry leading to an initial round of funding. • Assembled an RFP to source software development partners to build the mobile CRM product. • Created content for social media blog posts with a focus on LinkedIn.