Download PDF

Core Competencies

  • Project Planning, Estimating and Budgeting
  • Consulting Agreements and Contracts
  • Systems Integration Methodology
  • Business Requirements Analysis
  • Marketing Automation Technology
  • Marketing Database Design
  • Marketing Metrics and Analysis
  • Targeted Marketing/ Response Analysis

Marketing and Customer Analytics

Marketing and Customer Analytics professional who uniquely combines hands-on expertise in advanced analytics with project management and client relations capabilities.Focused, credible and innovative professional able to rapidly diagnose business issues, identify solutions, build workable plans and communicate with clients.

Work experience

Nov 2001Feb 2010

Client Manager, Professional Services

SAS Institute

Led or contributed to client service opportunities with progressively greater scope, complexity and management challenge.  Frequently commended by clients and management for achieving results.

Consulting Business Development

Collaborated with Account Executives to define, scope, plan, position and close SAS consulting projects.  Identified business requirements, developed proposals, secured personnel, performed budget and risk analysis, negotiated agreements and monitored client satisfaction.

  • Positioned and closed consulting projects budgeted at $1.1 million in 2009 (up 30% from 2008); exceeded internal standards for project pricing, margin and risk.
  • Led winning assessment and proposal teams for SAS Marketing Automation and SAS Customer Intelligence solutions, for clients such as Dell, Staples, Office Depot, Morgan Stanley and UBS.
  • Developed innovative consulting solutions for successful implementation of high-performance SAS architecture within time and budget constraints.

Program and Project Management

Managed projects to implement SAS Campaign Management, SAS Marketing Automation and SAS Customer Intelligence  solutions.  Provided expert assistance to global project teams, including crisis intervention.  Presented best practices and case study to global audiences.

  • Managed successful implementations for Aliant, Dell, Sasktel and United Health Group.
  • Provided cross-functional program management and issue resolution for troubled "at risk" projects at Aegon, Santander and RJR Nabisco.
  • Initiated program office to support multi-country upgrade and implementation for GE Capital.
  • Developed tools and methodology to position and implement SAS Marketing Automation.
Jun 2000Oct 2001

Principal Consultant


Business Analysis (Marketing)

Led business process and requirements analysis for Marketing applications.  Contributed domain and application knowledge to Siebel CRM implementations.

  • Completed enterprise-wide assessment of requirements for Siebel Marketing for Sony Electronics (US).
  • Conducted Marketing requirements assessment for division of Cendant; assisted client through software vendor selection process.

Project Management

Provided solution expertise and leadership for teams implementing Campaign Management solutions.

  • Led project team through successful implementation for
  • Managed vendor contributions to development effort in PwC Solution Center.
Jun 1998May 2000

Engagement Manager

Exchange Applications

Program and Project Management

Managed projects to implement integrated Marketing solutions based on VALEX software.

  • Organized Program Office to support global CitiCorp rollout; managed implementation for client's US-based internet bank, led and contributed to implementations in Puerto Rico, Belgium and Singapore.
  • Led successful implementations for Fidelity, First Card, Mellon Bank, an insurance marketer and retailer.

Business Analysis (Marketing)

Organized and led assessments to define client requirements for Marketing applications.  Contributed application knowledge and expertise to client project plans.

  • Led or contributed to assessments for ScotiaBank, CIBC and Royal Bank of Canada.
  • Provided pre-sale architectural guidance to Bank Hapoalim and YK Bank (Istanbul).
Jul 1997Jun 1998

Senior Analytical Consultant

Thinking Machines

Used SAS and Oracle software to perform pre-sale proofs of concept for customer retention, cross-selling and up-selling solutions.  Developed proposals and service offerings.

Jul 1996Jul 1997

Sr. Marketing Analyst

Prevision Marketing

Used SAS advanced analytics to measure results of client database marketing programs.  Used customer profiling techniques, segmentation and predictive models to improve program effectiveness.

Jul 1994Jul 1996

Marketing Research Manager

AT&T Capital
Jul 1993Jul 1994

Credit Line Strategist

Chase Card Services
Jan 1992Jun 1993

Marketing Analyst

AT&T Universal Card Services
Sep 1985Jan 1992

Research Associate

Mercer Management Consulting





University of Pennsylvania - The Wharton School


Boston University


May 2007May 2011


Project Management Institute