Carlisle & Gallagher Consulting Group (CG) is a management and technology consulting firm that delivers large-scale, complex technology solutions for the world’s leading financial services organizations. We help our clients solve their most critical business and technology problems. Headquartered in Charlotte, NC, CG is inspired to help our stakeholders succeed – from clients to employees to the communities in which we live and work. For more information, visit www.carlisleandgallagher.com.

Multiple Major Accounts - Insurance: (top 3 Life Insurance and top 5 Property and Casualty insurance)•Managed all day to day activities, enhancements, production and trouble shooting for two major insurance carriers SaaS distributed ecommerce marketing systems. Responsible for client relationships, account growth and third party relationships related to fulfillment of distributed client campaigns. Directly involved in the transition of a large account from the implementation team into the production team – including the client relationships, development of production processes and internal team delivery of campaigns, bug fixes and enhancements. Performed validation using SQL.

Senior Technical ConsultantInsurance Client: (Top 5 Insurance, working with Property and Casualty Line of Business)• Business analysis, requirements, data mapping and documentation for a new reporting system for the auto and home division of a large insurance provider. The client’s technical group built a Cognos warehouse to serve as an analytics platform.

Multiple Clients (Financial Services): (top 5 banks)• Change manager on an enterprise project impacting financial systems• Documented requirement for a business operations reporting system for an application decommissioning program• Business analysis and testing for a new reporting platform to support a wealth management line of business

Multiple Clients:• Managed team of five responsible for transitioning newly deployed clients into production environment.• Personally involved with transitioning a premier client to ensure acknowledgments and campaigns were executed correctly

Management of multiple client accounts: Client – Cable Industry Marketing Group : • Delivered direct marketing program: to a cooperative of several service operators. • Standardized inputs from multiple billing systems, outputs and developed daily process to introduce new company during customer transition• Offer, origination and destination companies met FCC rules. • Knowledge management system utilizing eRoomAVP Relationship Management & MarketingClient – sub-prime lender: • Managed client and technology teams through major conversion of technology from “flat file linear process” to an open system relational database (Oracle) with promotion history and an analytical file extraction process which improved efficiency, speed of processing and provided a 7% lift. • Developed new campaign specifications and communication methods for deployment of new campaign capabilities.• Tri-credit bureau and full demographics housed in the database for campaign selection and source name matching to meet all compliance regulations.• NCOA process re-developed for branch geography and broker driven campaign selection• Campaign design and performance testing, reporting design and execution• Outbound Telemarketing– developed lists, performance metrics, response tracking metrics using closing and response data Strategic Consultant Client – top 5 international financial services: • Improved/retained relationship, built trust between internal team and multiple client teams including: marketing, risk and agent field sales teams, stabilized relationship with third party print vendor. • Campaign specifications redesign - Consolidated streams - built modular design output processing in Oracle.• Improved Audience testing and execution of campaigns and output at individual, household and account level with attributes at each level• Reduced ETL & campaign cycle time - tool analysis, selection and implementation of business intelligence and campaign management tools

Client – Cable Industry Marketing Group : • Delivered Performance Reporting Platform for multiple disparate programs including direct mail, click thrus, leads, conversions, ROI metrics• Successfully managed the transition of legal agreements, client relationships, and physical data center migration without impact to production and new development.• Introduced new technology tools to demonstrate effectiveness of a multi-million dollar initiative.• Redeployed existing processes to new print vendor, converting traditional pre-printed forms to full digital process.