Expert Details
Financial Services: Banking, Capital Markets, Wealth & Asset Management, Payments, and Insurance
ID: 740362
Connecticut, USA
Expert has held prominent roles at leading organizations, including Vice President and Managing Director at Phoenix Marketing International, where he established and led a global insights and research practice, delivering high-impact solutions for clients in diverse financial sectors. His leadership in designing and executing quantitative and qualitative research informed critical business strategies, optimized brand portfolios, and facilitated new product development, earning him a reputation as a trusted advisor to global brands.
At USAA, Expert led a comprehensive customer segmentation initiative, leveraging analytics to enhance customer journeys and develop go-to-market strategies. Currently, he is a Lead Consultant, specializing in qualitative research and conducting in-depth interviews to explore consumer motivations, perceptions, and emotional drivers.
Expert's technical proficiency includes advanced expertise in data visualization tools such as Tableau and SPSS, coupled with communication and storytelling skills that influence senior leaders and stakeholders. His career highlights include contributing to a $200 million multimedia advertising contract as part of InterPublic Group and leading research efforts that boosted brand awareness and sales for top-tier clients.
Expert holds a Master’s Degree in Business Management from the University of Hartford and has pursued graduate studies in Psychology. He is also a member of the Institute for Innovation Development, reflecting his commitment to fostering innovation and business growth.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1992 | Degree: MPA | Subject: Business Management | Institution: University of Hartford |
| Year: 1990 | Degree: Graduate Studies | Subject: Psychology & Education | Institution: Central Connecticut State University |
| Year: 1990 | Degree: BA | Subject: Business | Institution: Alfred University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2023 to Present | Employer: Undisclosed | Title: Lead Consultant, Capital Markets Research | Department: |
Responsibilities:Specializing in qualitative, in-depth interviews to help clients understand consumers’ lived experiences, and uncover underlying motivations, perceptions and emotional drivers. |
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| Years | Employer | Title | Department |
| Years: 2021 to 2023 | Employer: USAA | Title: Strategy Engagement Director | Department: |
Responsibilities:Led division’s comprehensive customer market segmentation initiative and workstreams. Leveraged analytics and insights for development of actionable work plans and go-to-market solutions tailored to consumer markets.Directed Agile team sprint workstreams which delivered requirements for the customer journey for priority segments, including product engagement, marketing funnel and digital channel servicing. |
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| Years | Employer | Title | Department |
| Years: 2003 to 2020 | Employer: Phoenix Marketing International | Title: Vice President & Managing Director | Department: Capital Markets Research Practice |
Responsibilities:Conceived and led global insights, research and strategic consulting practice, driving actionable solutions for clients in wealth management, banking, payments and insurance verticals. Excelled as subject matter expert guiding client relationships, staff training, and daily operations. Owned P&L targets and managed relationships with vendors and contractors in diverse worldwide locations.▪ Scoped, designed, and led projects end-to-end that identified global implications for brand strategy, informed customer journeys and new product development, built go-to-market strategies, and identified sales and distribution priorities. ▪ Led the ideation, execution, analysis and communication of research and insights engagements which enabled clients to explore, identify and validate customer needs, inform product strategy, win new business, optimize brand portfolios and drive category growth. |
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| Years | Employer | Title | Department |
| Years: 1998 to 2003 | Employer: NFO WorldGroup / InterPublic Group, | Title: Director of Research, Financial Services | Department: |
Responsibilities:Led team providing custom and syndicated market research solutions for leading firms in wealth management and banking. Drove new product, advertising and brand strategy, competitor intelligence, communications, and digital media content development initiatives for leading global brands.▪ Key member of InterPublic integrated marketing team winning and conducting a $200mm contract for all multi-media advertising for a global bank. ▪ Led all qualitative and quantitative market research in support of creative testing and development, including brand positioning, new digital product development, and in-market multi-media ad testing. This led to a measured increase in brand awareness and perception and sales of specific products. |
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Career Accomplishments
| Associations / Societies |
|---|
| Member, Institute for Innovation Development |