Download PDF

Summary

Think of me as a business detective. My graduate work in human communication along with my MBA provides me with a unique human-centered lens through which I assess and address business challenges.


Driven early in my career by qualitative research (interviewing, ethnography) and research program management, I found my niche in intelligence and strategy. I am driven by my passion to make intelligence gathering and impact a part of a company culture and planning, rather than a cog in the machine.


Primary and secondary research combined with storytelling allows me to paint the picture of the market and business landscape while providing actionable, strategic recommendations to organizational stakeholders of all levels. I'm known for looking at things sideways, turning ideas on their heads to figure out a new perspective, and for delivering intelligence with precision and a dash of wit. 

Work History

June 2016Current

Manager, Competitive Intelligence

Greenberg Traurig, LLP

I was recruited into the Knowledge Solutions department to develop, implement, market and manage a firm-wide CI program in line with the firm's strategic initiatives. Thus far, my work has included:

  • Developing key relationships with shareholders (partners) to assess and address their client needs
  • Providing in-depth primary and secondary qualitative research on potential and existing clients, identifying potential ways to expand our business with them, and helping clients assess their own business needs
  • Working with intelligence vendors such as Lex Machina and Manzama to fully implement and utilize their product's functionality within the firm
October 2015Current

Consultant

Independent Consultant

Available for project-based intelligence work, including:

  • CI/MI Process consulting, needs assessment and enablement
  • Corporate and M&A Strategy
  • Authorship on intelligence work and leadership

Previous clients include various technology start-ups in various stages of funding.

Sep 2014Mar 2016

Senior Manager, Market & Competitive Intelligence

Carbonite

As the sole provider of market and competitive intelligence for the company, I built a function that provided everything from sales enablement to corporate strategy, and everything in between. I conducted ongoing primary and secondary research of our competitive landscape (mostly qualitative, some minor quantitative using Excel and Tableau). A sampling of my achievements and responsibilities:

  • Instated and authored a weekly MCI newsletter to provide timely market and competitor insights to roughly half the company
  • Led competitive initiatives for sales, including the building of battles cards and other collateral
  • Assisted with M&A activities, including market and target research
  • Provided all market and competitor analysis, and facilitation for 2016 strategic planning 
  • Created the business continuity market framework which drove the company's strategy through 2015-2016
  • Managed one Product Marketing Associate
  • Other projects included:
    • Researched and delivered an ongoing executive-facing strategic competitive overview
    • Created a win/loss customer analysis program and oversaw its execution
    • Spearheaded creation of a company competitive research policy
    • Worked with IT to create a knowledge management space for sharing of competitive information

Manager, MCI September 2014-September 2015
Senior Manger, MCI October 2015-March 2016

Oct 2013Sep 2014

Senior CI Analyst (Communications Lead)

EMC Corporation

I acted as the voice of Competitive Intelligence, aiding in the dissemination and collection of information to aid sales, marketing, and strategy via:

  • Creation, implementation and/or management of communications that reached out to the entire 65K employee base, including authorship of an internal monthly newsletter with an opt-in readership of ~14,000 employees.
  • Providing support for an internal Wiki (and its analytics platform), with a user base of 8400+ employees, research support, social community outreach and social listening across various mediums, and other ad-hoc services (editing, collateral building, etc.).
  • Involvement in strategic planning as a CI representative to corporate consulting, and participation in ad-hoc projects such as new hire sales training and research requests.

Education

Dec 2013

Master of Business Administration & Certificate in Competitive Intelligence

Johns Hopkins University Carey Business School
  • Concentration in Information Systems
May 2006

Master of Arts in Communication

University of North Carolina at Greensboro
May 2004

Bachelor of Arts in Communication Processes

University of Connecticut

Speaking Engagements

Writing Engagements  

Professional Association Memberships and Board Positions

2015Present

Chair-Elect, CI Division (CID)

Special Libraries Association (SLA)
  • Member, Special Libraries Association 2015-Present
  • CID Executive Board Treasurer 2015-2016
  • CID Executive Board Chair Elect 2017 & 2018 Conference Planner
2016Present

Provocateur, Boston Insight Circle

Reconverge.net

Organize and lead a local community of intelligence and insights professionals under the Reconverge.net Insight Circles.

2015

Organizer, Boston-Area Market, Competitive & Business Intelligence Group

Boston-Area Market, Competitive & Business Intelligence Group

Organized and led a local community of intelligence and insights professionals in the Boston area. Took the group from an ad-hoc informal gathering and transitioned it to a formal Insight Circle (above).

2014Present

Member, Strategic and Competitive Intelligence Professionals (SCIP)

Professional Awards

  • Winner of 2015 SLA CI Division/New England Chapter stipend to attend the SLA 2015 annual conference.
  • Awarded "Outstanding New Leader" for Special Libraries Association Competitive Intelligence Division in 2016.
  • Winner of 2017 SLA CI Division stipend to attend the SLA 2017 annual conference.