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Work experience

Jan 2010Present

Managing Director

SMB Research
  • Research Analyst, Managing Director, Co-Founder
  • Performing rigorous original research, analysis, and writing
  • Delivering research / analysis to SMB (small-to-medium business), midmarket, & enterprise sectors
  • Producing customized research for analyst firms, consultants, clients
Jan 2012Jun 2012


Calyptus Consulting
  • Analyst, Supply Chain process, Policies and Procedures, Best Practices, and technologies
  • Performing customized research in Sourcing and Procurement, and Supply Chain Management
  • Delivering customized research and analysis for wide range of clients
May 1996Jan 2009

Senior Client Services Manager / Analyst

Gartner (AMR Research)
  • $40 million Technology analyst firm providing technology research and analysis
  • AMR Research acquired by Gartner in December 2009
  • Grew and sustained account bases of up to $2.5M / 40+ clients
  • Increased client engagement by as much as 300% year-over-year
  • Achieved exceptional rates of client growth, engagement, and renewal
  • Delivered value to strategic clients in broad range of industries
  • Industry Program Manager/ Leader responsible for industry vertical leadership & management
  • Initiated AMR Research's 1st corporate account, a Fortune100 client maintained for 10+ years
  • Grew multiple clients from perpetual dormancy to $80K-$100K per year


Sep 1982Dec 1985

Master of Business Administration

Babson College


  • Research Analyst, Managing Director, Industry Program Manager, Client Services, Consultant
  • Develop and deliver creative, strategic services, deliverables and tools to drive value
  • Co-founder of new technology analyst firm model for SMB, midmarket and enterprise sectors
  • Recognition for continually growing and sustaining strategic client relationships
  • Research, analysis and writing to drive client engagement by 300%+ year-over-year
  • Market research, market and service strategy for technology, software and analyst firms
  • Demonstrated success growing multiple clients from dormancy to $80K+ strategic client status
  • Have led a team to develop a Client Services Best Practices guide
  • Broad vertical expertise: Aerospace & Defense, Automotive, Consumer Packaged Goods, Energy, Food & Beverage, High Tech, Industrial, Life Sciences industries
  • Certification as Industry Analyst Relations Professional (CIARP)
  • Master in Business Administration (MBA)

Research and Writing (sample)