Dan Santilli Email & Phone Number

Reported directly to the Managing Director of the Financial Services Research Practice. Partnered with financial services clients, primarily banks and credit and debit card issuers, on all aspects of qualitative and quantitative market research; from study design, to project management, to delivery of the final results.- Determined research methodology based on feasibility and the client’s budget.- Designed questionnaires in close consultation with clients based on the research objectives.- Developed sample plans targeting a representative sample of respondents.- Managed the fielding of surveys and created tab plans for data analysis.- Applied weighting schemes to ensure data representativeness.- Utilized Statistical Package for the Social Sciences (SPSS) to conduct data analysis.- Created research proposals and managed the proposal and sales pipeline utilizing Salesforce.com.

Reported directly to the Global Solutions Leader of Comparative Cardholder Dynamics. Developed and managed market research studies to provide issuers with deeper insights into cardholder behavior and preference.- Managed the UK Card Payments Study using U.K.-based consumer panel data (2007-2009).- Created the content and scope of the study to provide deeper insights into cardholder satisfaction and loyalty.- Generated $500K in revenue and assisted in the sale of the study to five of the top ten UK credit card issuers.

Reported directly to the Global Solutions Leader of Comparative Cardholder Dynamics. Managed market research studies to provide issuers with deeper insights into cardholder behavior and preference.- Managed the Advisors Payments Panel formed to obtain cardholder behavior and preference as part of the Comparative Cardholder Dynamics team (2005–2009).- Utilized Statistical Package for the Social Sciences (SPSS) to conduct extensive payments research among more than 55K U.S. cardholders.- Synthesized data into a suite of syndicated benchmarking and tracking reports.- Generated $2.5MM in revenue annually through the sale of benchmarking studies.

Director, Operational Performance (2001-2004)Reported directly to the Vice President of Operational Performance. Oversaw development of the operational performance program evaluation process ensuring effective implementation; reporting and testing.- Managed the U.S. Credit Card Operational Cost Study (2000-2006).- Worked with ten of the top fifteen U.S. credit card issuers to develop a comprehensive benchmarking study that was aimed at providing issuers with actionable, competitive intelligence on what was driving operational cost and efficiencies.- Shaped the methodology, content and scope of the Operational Cost Study, and managed the initial sell-in and ongoing retention of the participating issuers.- Generated $800K in revenue for each year of the study (2000-2006) via issuer subscriptions.

Reported directly to the Vice President of Operational Performance. Managed; evaluated and developed operational performance programs and policies.- Supported the development, methodology, content, scope, initial sell-in and retention of ongoing credit and debit card issuer participants in the U.S. & U.K. Credit Cardholder and U.S. Debit Cardholder Satisfaction and Loyalty Studies (1998-2009).- Thirteen of the top fifteen U.S. credit card issuers participated in the U.S. Credit study.- Seven of the top ten U.S. debit card issuers participated in the U.S. Debit study.- Five of the top ten UK credit card issuers participated in the U.K. Credit study.

Reported directly to the Vice President of Benchmarking Services/Strategic Services. Advised and consulted with credit and debit card issuers on key operational issues. Promoted from Business Analyst within ten months.

Responsible for profitability forecasting, budgeting and financial reporting for the U.S. credit card portfolio.- Assisted the credit card division president and senior executive with monthly division performance presentations to the bank’s executive committee.

Prepared individual, partnership and corporation tax returns. Conducted audits and reviews of financial statements.

Bs, Accounting

Education record