Experience

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  ExperienceLab, Inc.

  • Gloucester, MA

  • President

    • Jun 2006 - Present
    • Gloucester, MA

    ExperienceLab licenses research-based attitudinal insights in the Health and Finance domains. The company's research provides powerful new insights for consumer strategy development and tools that increase investment return from consumer communications. We are recognized experts in motivating adoption, engagement and satisfaction in health finance and financial wellness. Our assets include diagnostic health finance insights for over 200 million US consumers.

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  Rosetta

  • New York, NY and Princeton, NJ

  • Managing Director

    • 2003 - 2006
    • New York, NY and Princeton, NJ

    Management of client projects in the financial services domain using segmentation to create attitude targeted and tailored programs that drove breakthrough increases in engagement, response and profit.

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  Accenture

  • Boston, MA

  • Partner

    • Jan 1992 - Jan 1994
    • Boston, MA

    Partner in the Financial Services CRM consulting practice. Process manager and US Subject Matter Expert in customer offers and call center development engagements.

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  Travis DataTrak Inc.

  • Cambridge, MA

  • Founder and President

    • 1981 - 1990
    • Cambridge, MA

    DataTrak was the first producer of CRM software running on local area networks. The company furnished marketing, sales management, call center and customer profiling modules to large and small corporations in the US, the UK, Europe, Canada and Australia. Sold company to Accenture.

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  Epsilon

  • Burlington, MA

  • President

    • 1979 - 1981
    • Burlington, MA

    President of Epsilon - the leading automated direct marketing firm. Firm pioneered the use advanced analytical and database management techniques to help clients connect more effectively with consumers. Agency capabilities helped clients create segmented multichannel messaging to enhance member and prospect response and engagement.