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Helping Drive Success in Highly Competitive Markets. Leveraging primary market research in senior management and consulting roles to drive market success, with extensive achievement in highly competitive B2B and B2C markets, focused on: -technology/telecommunications-revenue enhancement-marketing-strategy- Go-to-Market optimization- brandSpecialties: Finance, strategy, marketing, market research
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Bon Vivant!Boston, Ma, Us
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Board MemberSomerville Council On Aging Jun 2024 - Present
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Head Of ResearchMomentum Itsma Jul 2023 - PresentLondon, England, Gb -
Independent ConsultantSelf Employed Dec 2022 - Jul 2023Help organizations in highly competitive markets succeed by leveraging primary research
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BereavementCareer Break Oct 2022 - Jan 2023Father End of life caregiver, death, and executor of estate
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Director, Strategic Market Analytics And InsightsIron Mountain Jun 2021 - Apr 2022Boston, Massachusetts, UsHelping Accelerate Iron Moutain's emergence as a growth company from within the corporate strategy team -
PrincipalCartesian Feb 2020 - Jul 2021London, GbPrincipal in strategy practice of a leading analytic driven management consultancy in the Technology, Media, and Telecommunications space.Creating and managing customer market research function to support big data analytics, to help clients understand the "why" for the "what" that big data analytics provides. -
Executive Director, Market And Customer ResearchCengage Mar 2017 - Feb 2020Cengage Learning, Boston Massachusetts Executive Director, Market and Customer Market Research, Marketing and Strategy Rebuilt and staffed high impact market research team to guide Cengage’s return to growth in the competitive Digital Courseware (higher-ed. and k-12) space. • Facilitated disruption of industry paradigm with Netflix-like Cengage Unlimited offering for college market, leading to merger initiation with McGraw Hill. • Designed and delivered major: brand, key-driver satisfaction, needs-based segmentation, customer journey, message testing, media consumption, and thought leadership research to focus org. on high return market outcomes, driving growth in highly competitive market. -
Senior Product And Development Innovation Strategy ConsultantVerizon Sep 2015 - Mar 2017Basking Ridge, Nj, UsDiscover, assess, and facilitate new major product development and go-to-market in the Internet of Things (IoT), smart city space, Gig economy, 5G, and AR/VR; including identifying companies for partnering and acquisition. -
Vp Of Market Insight, Corporate Marketing And StrategyForrester Oct 2012 - Feb 2015Cambridge, Ma, UsLed the creation and management of new Forrester function that centralized Competitive, Customer, and Market Insight Function, reporting into CMO. • Created competitive intelligence function, focused on sales force crowdsourcing, secondary and primary research, war gaming, M&A assessments, and quarterly sales training.• Upgraded and redesigned satisfaction tracking system, consolidating a dozen customer touch point functions into one unified platform, focused on business improvements.• Insights realigned firm’s strategy from legacy technology to customer centric technology, resulting in firm’s turnaround from contraction to growth. -
Vp Tech Industry Strategy And Customer InsightForrester Jul 2010 - Oct 2012Cambridge, Ma, UsFacilitated and led new product development, customer insight, strategy, and go-to-market optimization for LOB, reported to Managing Director. • Refocused business data syndicated offering that lagged for years into a high growth business that exceeded plan by 150% in 2010. • Managed successful integration of Asian-based (Singapore, India, China) research consultancy. -
Principal AnalystForrester Jan 2007 - Jul 2010Cambridge, Ma, UsCreated market research coverage practice that profitably grew to one of the largest roles at Forrester in terms of seats and utilization in less than three quarters.• Established Forrester Leadership Board for Market Research that had the fastest ramp ever.• Delivered syndicated content, sold and led consulting engagements, and provided advisory guidance for both buyers and providers in market research industry. Consulting included closing and delivering engagements, ranging in size from $80k-$500k. -
Director, Custom ResearchForrester Jan 2006 - Jan 2007Cambridge, Ma, UsLed custom primary research group to double profitability, increase sales to $4 million, while reorganizing to improve flexibility and scalability, upsized average project bookings by 100% • Established core training in research methodologies for internally grown team, substantially reduced fielding issues by professionalizing operations management function, refocused group on profit metrics and away from bookings, integrated Forrester Analysts to sharpen marketplace differentiation.• Key accounts included: $1B+ enterprises of all types, dealing with technology marketing issues, and vendors of technology solutions of all types, B2B and B2C. • Outsourced function, resulting in higher bookings, profitability, and client satisfaction. -
VpComscore Networks Jan 2003 - Dec 2005Reston, Va, UsEstablished and staffed Cambridge office for rapidly expanding Seattle-based research and consulting firm’s technology practice (Q2 ) and assisted in merger with comScore.• Sold and directed global customer attrition and satisfaction studies for Amazon focused on retention and share of wallet • Managed VC market assessment management reorg. for B2B technology investment • Created Go-Market plan for Internet technology media in religious institution market • Managed vertical segmentation analysis of mid-tier computer server market. -
President, Us DivisionCensydiam (Now Part Of Synovate) Jan 2002 - Jan 2003BeLeading global motivational market research firmDirected reorganization of Censydiam USA and prep for sale to Synovate, including chapter F reorganization to update articles of incorporation and relocate to MA, remedying extensive tax exposure issues going back to 1993, and expanded US presence.• Clients included multi-national/F500 consumer and financial services companies; engagements defined psychodynamic segmentation and optimizing marketing tactics. -
DirectorMsi Consulting Jan 1997 - Dec 2001Boca Raton, Florida, UsPart of WPP group. Leading management consultancy for go-to-market and channel strategy for technology companies. Sold and managed B2B technology go-to-market technology engagements• Key engagements included Internet telephony, broadband competitive analysis for Verizon, partnered with McKinsey to help Compaq redesign SMB services strategy, assisted FedEx enhance penetration of eBusiness shipping solutions ,rationalized marketing for Compaq-Digital merger.• Key temporary assignments as Director of Marketing at Radnet, Hamilton Consultants, and Director of Marketing Services at PC Connection. -
Senior ConsultantDove Consulting (Now Hitachi Consulting) Jan 1995 - Jan 1997UsRealigned strategies and tactics of companies entering newly competitive markets, with special emphasis on cable, telephony, electric utility, and technology manufacturers, including optimizing product introductions. • Created marketing strategy for rollout of residential broadband in the northeast, and served as market research center of excellence for firm.• Drove strategic alignment by creating persuasive business case for change analyses, including competitive, financial, and operational efficiency analyses.• Facilitated senior management agreement in Action Forum of operational tactics to self-fund initiatives. -
Senior AssociateNational Analysts (Now Naxion) Jan 1993 - Jan 1995Spin off of Booz Allen Hamilton. Sophisticated market research vendor, with focus on B2B segmentation, conjoint, challenging consumer. I specialized in advanced studies in newly competitive markets, especially deregulating utilitiesLed multiple client engagement teams composed of professionals from project management, field operations, analytics, and qualitative areas for high end custom market research firm.• Managed and directed study design, focus group design and moderation, analytic analysis, reports, presentations, and implementation workshops.• Designed and implemented needs-based segmentation and customer choice models within commercial/industrial markets to enhance revenues and market share. -
Strategy/PlannerLexmark/Ibm Jul 1989 - Jan 1993Lexington, Kentucky, UsManaged marketing elements of new printer development in $60 billion industry, including market analysis, market research, product definition, competitor analysis, pricing, positioning, and sales force training.• Drove usage based industry segmentation to establish beachhead in laser printer market.• Negotiated in Japan, as marketing lead of development team, for future printers. • Increased share and profit of wire matrix line, in declining market, by target marketing -
Associate, Systems Development Group,Morgan Stanley Jan 1985 - Aug 1987• Managed IT training program, mediated user problems with firm's technology, directed trading floor expansion, engaged in software systems design and coding.
Brad Bortner Skills
Brad Bortner Education Details
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Yale School Of ManagementMarketing Strategy -
University Of TorontoGovernment -
Dickinson CollegePolitical Science
Frequently Asked Questions about Brad Bortner
What company does Brad Bortner work for?
Brad Bortner works for Momentum Itsma
What is Brad Bortner's role at the current company?
Brad Bortner's current role is Bon Vivant!.
What is Brad Bortner's email address?
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What is Brad Bortner's direct phone number?
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What schools did Brad Bortner attend?
Brad Bortner attended Yale School Of Management, University Of Toronto, Dickinson College.
What are some of Brad Bortner's interests?
Brad Bortner has interest in Children, Civil Rights And Social Action, Politics, Environment, Education, Science And Technology, Disaster And Humanitarian Relief, Arts And Culture.
What skills is Brad Bortner known for?
Brad Bortner has skills like Market Research, Qualitative Research, Segmentation, Strategy, Marketing, Finance, Facilitation, Marketing Strategy, Customer Insight, B2b, Go To Market Strategy, Marketing Research.
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