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TARGET:  Seeking return to full-time research/strategy opportunity with customer-centric client.  Classic market research background focused on the who, what, why, when, where & how of purchase.  Industry interests include:  e-commerce, health care, financial, travel & leisure, consumer goods, energy and more.

RESEARCH PROFESSIONAL with unique blend of primary research and demographic targeting skills consistently recognized for creating innovative solutions to client problems.  Expertise using quantitative and qualitative techniques to generate actionable insights and fact-based recommendations for business partners.  Proven team leader, staff mentor and vendor manager.  Strong communication talents with successful record of industry presentation and professional publication.  Award winning champion of client-based insight to business decision-making and strategic planning. 

Work experience



Research Consultant

Contribute research design, sampling, vendor evaluation, questionnaire construction, analysis and reporting expertise for select client needs.Limited engagements consistent with family member health issue.


Vice President Research


Role:  Corporate research manager proactively addressing the business challenges of line (Retirement, Annuities) and corporate clients in pursuit of their domestic and international objectives:

Prudential Retirement - providers of defined contribution/benefit plans for employers and their employees.

* Designed & implemented quantitative client/advisor/consultant satisfaction measurement. - Client specific analysis ranks attrition risk #1-1,800 & targets top 15% at risk for urgent retention outreach.* Crafted product name testing for major new product launch.- Tests discover negative messaging in time for corrective action. * Execute blind focus group testing of brand “value proposition” prior to national advertising launch.- Results provide reality check that messaging is favorable, not unique, and finalized copy options.

Prudential Annuities (American Skandia) - market leader in variable annuities sold through advisors.

* Introduced online group discussion board methodology for rapid feature testing in competitive product race.- Flexible test/revise/retest design enabled 30 day launch of innovative, Highest Daily Value product.

Prudential Thought Leadership - corporate strategy group promoting Prudential's market leadership.

* Authored studies addressing America's retirement challenge for Prudential and the public interest.- Mandatory Retirement Plan viability study in partnership with Brookings Institute supporting Congressional legislation to implement options for 75+ million uncovered workers with small employers.


Director Market Research


Role:  Charged with designing solutions in support of Fidelity's Employer Services (FESCo) and Intermediary Services (FIS) businesses including vendor selection, quality control, analysis and PowerPoint reporting:

Fidelity Employer Services - provider of defined contribution, pension, health, and payroll services to employers.

* Architect of user satisfaction benchmarking surveys for employee (NetBenefits/ and employer (PSW) websites serving 16,000,000 employees and thousands of employers.- Results guided site redesigns, measured compliance against client contract obligations, and fueled service migration strategy shifting customer inquiries from phone to web at 95% savings.* Director of custom client research: Agilent, BP, Caterpillar, Cingular, Eaton, GM, Kraft, Monsanto, and Shell.- Awarded, Impact Player Award (2004) for retaining relationships worth $10+ million revenue dollars.

Fidelity Intermediary Services - services sold through brokers, banks and insurance companies.

  • Led business development unit providing branch placement, market sizing, and segmentation services responsible for capture/retention of relationships such as ABN Amro, Bank of America and Fifth Third Bank.
  • On air cast member for Fidelity Advisor Institute's live national webcast series for financial advisors.

Marketing Manager


Role:  Charged with managing primary research projects supporting advertising, distribution and product strategy:

  • Calibrated 10,000+ monthly customer satisfaction interviews by competitor, product, and market across entire Fleet footprint for media targeting, channel development, loyalty tracking and purchase motivation analyses.
  • Managed quantitative and qualitative primary research projects for brokerage, mutual fund and credit card clients.

Market Research Officer


Role:  Managed geo-demographic sales support unit and primary research projects for Business Directions Team:

* Built and led geo-demographic team to support business with targeting, profiling and competitive analysis.- Led customer segmentation project to profile 55,000 customer base for annuity cross-sell targeting.* Directed policyholder and producer surveys on satisfaction, product development, competitor profiling, etc.


(2) M.A. degrees, Demography & Geography

Minnesota State University

Ph.D. studies (Demography)

University of Southern California