Bio
Experience
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ViaCX Consulting
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Boston, Ma
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Principal of ViaCX
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Oct 2016 - Present
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Boston, Ma
Helping you propel your growth by wrapping your purpose, products and services around your customers. Our goal for you - having your customers share the great experience they had with your company and advocating others do the same! We help companies achieve this by partnering with our clients (...
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Financial Engines
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Greater Boston Area
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Consultant
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Oct 2016 - Mar 2017
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Greater Boston Area
Consultant to Head of Distribution and Marketing Consulted on three efforts: Competitive assessment; Sales approach & messaging; Company & customer alignment • . Assessed market position & value proposition - recommendations approved by executive team • . Crafted new customer focused...
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Fidelity Investments
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Providence, Rhode Island Area
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SVP/VP - Customer Experience and Analytics
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Aug 2010 - Aug 2016
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Providence, Rhode Island Area
Leader of market strategy, customer experience, and analytics transformation in support of Fidelity's vision to deliver the best CX in the financial services industry. As part of the transformation I had the opportunity to spearhead the design and organizational launch of a new customer stra...
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Managing Director
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Mar 1997 - Sep 2007
Instrumental in transforming Putnam’s operations into a value-add customer experience services business, that was digitally enabled, and resulted in a reputation of great service and excellence.Experience leading an expansive restructuring effort that dramatically streamlined the operating model ...
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Product Manager & Marketing Director
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1992 - 1997
launched new plant floor software offering and accompanying consulting services. Responsible for offering definition, market positioning, pricing, go-to-market strategy and wholesaling team. Exceeded revenue targets
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Sales and Relationship Management
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1985 - 1992
Successful Sales and relationship professional responsible selling and servicing a diverse set of mid-sized company clients. Grew revenue 254% while cross selling new products and services.
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President & Founder
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1987 - 1995
Entrepreneurial venture to open and operate four TCBY Yogurt franchises.
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Education
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2018 - 2018Columbia Business School
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Fairleigh Dickinson University
Suggested Services
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References
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