Experience

Escalent

• United States
• Market Research
• 700 & Above Employee

• VP, Project Management & Insights

  • May 2023 - Present

• Director of Insights

  • Dec 2021 - May 2023

• Lead Analyst, Supervisor (Wealth Management, Syndicated)

  • Feb 2021 - Nov 2021

  •Lead the design, implementation and data analysis of various syndicated products in wealth management industry: including Advisor Brandscape, Investor Brandscape, Fixed Annuity Brandscape.•Manage the daily and monthly process of various online portal products, including Advisor and Investor Beat.•Synthesize survey data results and heavily leverage Excel and PowerPoint to develop significant finding/takeaways and create insightful deliverables; address client custom requests on a daily basis. Show less

• Senior Analyst, Supervisor (Wealth Management, Syndicated)

  • Apr 2017 - Feb 2021

• Senior Analyst (Wealth Management, Syndicated)

  • Jul 2016 - Apr 2017

• Analyst (Wealth Management, Syndicated)

  • Apr 2014 - Jul 2016



Insights by Kantar

• United Kingdom
• Market Research
• 700 & Above Employee

• Marketing Research Consultant

  • Oct 2012 - Apr 2014

  •Conducted customer satisfaction, brand equity/image, advertising effectiveness, and consumer segmentation studies for Fortune 500 clients in retail and food industries. •Contributed to questionnaire design, survey programming and testing; managed data collection and acted as lead contact with vendors providing services in field management, data processing, and translations. •Performed data validation; analyzed data by creating tabulations/analyses in Cognos and MarketSight. •Conducted customer satisfaction, brand equity/image, advertising effectiveness, and consumer segmentation studies for Fortune 500 clients in retail and food industries. •Contributed to questionnaire design, survey programming and testing; managed data collection and acted as lead contact with vendors providing services in field management, data processing, and translations. •Performed data validation; analyzed data by creating tabulations/analyses in Cognos and MarketSight.



Cogent Research

• Cambridge, MA

• Marketing Research Intern

  • Feb 2012 - Aug 2012

  • Participated in custom and syndicated studies in health and financial services industries; project topics including customer satisfaction and loyalty, brand equity, industry trend tracking, etc. • Assisted with research design, questionnaire development, sampling, recommendations development • Coordinated with data analysts in data manipulation including coding, data cleaning, and cross-tabulations and conduct preliminary data analysis; prepare and review charts, graphs, presentation slides and research reports • Conducted secondary research to build a database of registered investment advisors for the use of future studies Show less



Boston University

• United States
• Higher Education
• 700 & Above Employee

• Graduate/Research Assistant

  • Jan 2012 - May 2012

  • Research specific areas for articles, book chapters, and other publications; assisting with the proofreading and editing of blog posts, articles, book chapters, and other written material • Track news and data sources • Research specific areas for articles, book chapters, and other publications; assisting with the proofreading and editing of blog posts, articles, book chapters, and other written material • Track news and data sources



Cone

• Public Relations and Communications Services
• 1 - 100 Employee

• Research & Insights Intern

  • Sep 2011 - Dec 2011

  • Assisted research design, implementation and launch (2011 Cone Global Corporate Responsibility Opportunity Study) • Researched and compiled cause marketing and corporate responsibility cases for an internal database; researched for conference speaking opportunities and award opportunities for Cone; developed and prepared presentations • Built and maintained media lists and editorial calendar for research reports launch; managed internal media database; tracked, managed and analyzed media coverage; assisted with social media communications Show less



FleishmanHillard

• United States
• Public Relations and Communications Services
• 700 & Above Employee

• Digital Public Relations Intern

  • Jul 2011 - Aug 2011

  • Coordinated social media communications via Twitter, Facebook, and LinkedIn etc. for Philips’ B2B practice: including writing tweets and posts, managing and monitoring online community, calculating impression. • Facilitated Philips’ 120 years anniversary events planning and management including Light World Tour • Coordinated social media communications via Twitter, Facebook, and LinkedIn etc. for Philips’ B2B practice: including writing tweets and posts, managing and monitoring online community, calculating impression. • Facilitated Philips’ 120 years anniversary events planning and management including Light World Tour



Paul Smith

• Luxury Goods & Jewelry
• 700 & Above Employee

• Public Relations Intern

  • Jul 2011 - Jul 2011

  • Assisted with booking requests of samples from media; monitored media and created weekly press reports • Assisted with booking requests of samples from media; monitored media and created weekly press reports



EMG

• Netherlands
• Public Relations and Communications Services
• 1 - 100 Employee

• Public Relations Intern

  • Mar 2010 - Jun 2010

  • Successfully invited more than 40 media for multiple clients’ press conferences and interviews at 2010 Chinaplas Trade Fair; Coordinated trade show events planning and management; Facilitated trade show booth management • Successfully invited more than 40 media for multiple clients’ press conferences and interviews at 2010 Chinaplas Trade Fair; Coordinated trade show events planning and management; Facilitated trade show booth management



Foreign Affairs Office of Suzhou Municipality

• Suzhou, China

• Interpreter Intern & Event Coordinator Intern

  • Sep 2009 - Oct 2009

  • Assisted organizing foreign affairs activities and helped prepare paper work • Attended activities as assistant interpreter • Assisted organizing foreign affairs activities and helped prepare paper work • Attended activities as assistant interpreter



Suzhou Broadcasting System

• Suzhou, China

• Journalist Intern

  • Jun 2009 - Aug 2009

  •Did interviews, wrote outlines and edited news video •Assisted Senior Journalists, including collecting information, translating English articles and doing oral interpretation. Attended the 2009 Eclipse Broadcasting project and finished a piece of news individually •Did interviews, wrote outlines and edited news video •Assisted Senior Journalists, including collecting information, translating English articles and doing oral interpretation. Attended the 2009 Eclipse Broadcasting project and finished a piece of news individually