Experience

Keypoint Intelligence

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Vice President of CX and Consulting

  • Jan 2023 - Present

  Manages syndicated industry analysis and consulting product lines. Responsible for strategic planning and product roadmap development. Manages Group Directors and Principle Analysts to drive innovation and growth.

• Director, Consulting

  • May 2011 - Present

  Manages simultaneous, complex consulting engagements that encompass both B2B and B2C market segments. Manages market research team and cross-functional project teams; excels in team-based environments.

• Group Director, Consulting

  • Mar 2020 - Present

  Manages the consulting practice and market research team within Keypoint Intelligence. Responsible for driving business process improvement, change management and strategic initiatives within clients through effective implementation of consulting engagements that involve product development, market positioning, sales enablement, channel strategy, analysis of addressable markets, etc.



Fiserv

• Software Development
• 1 - 100 Employee

• Director, Market Management

  • Apr 2010 - Feb 2011

  Produced and presented market analysis, market segmentation, gap analysis and competitive intelligence analysis to support strategic, long range planning initiatives. Developed experience in Healthcare and secure payment card market segments (debit and prepaid). Worked with VP of Strategy to build market research and market management department. Developed large body of market intelligence research to monitor competitive, regulatory and technology developments that have a material impact on Fiserv’s business. Integrate and collaborate with multiple strategic planning groups. Show less



IDC

• United States
• Market Research
• 700 & Above Employee

• Research Director

  • Dec 2009 - Mar 2010

  Managed research on production print, document outsourcing and related services. Designed, sold, conducted, and delivered new research products. Accumulated 10 years of experience developing key market research skill sets including quantitative surveys, qualitative customer/vendor interviews, voice of customer analysis, market sizing/forecasting, and competitive intelligence. Drove high impact consulting engagements on a broad range of market/product segments addressing both strategic and tactical business issues for clients. Coordinated work with internal teams in Europe, Asia/Pacific, Japan and Latin America to ensure research consistency and accuracy. Quoted in press and trade journals (e.g., Wall Street Journal, Financial Times, etc.) Show less

• Research Manager

  • Sep 2004 - Nov 2009

  Drove revenue through marketing and sales of core research products and consulting, representing $1 million in syndicated research and consulting sales.

• Senior Research Analyst

  • Jun 2001 - Sep 2004

• Research Analyst

  • Jun 2000 - Jun 2001

• Research-Inquiry Analyst

  • Sep 1998 - Jun 2000