Greenwald Research is a leading independent custom research firm and consulting partner to the health and wealth industries that applies creative quantitative and qualitative methods to produce knowledge that helps companies stay competitive and navigate industry change. By leveraging deep subject matter expertise and a trusted consultative approach, Greenwald offers comprehensive services for weaving rich research stories that answer strategic business questions.

Invive is the next evolution in medical underwriting by bringing AI-powered insights from the science of aging to reimagine risk assessment for life insurance.

Helping clients ranging from small non-profits to large carriers with distribution and business strategy and leading research projects in support of strategy.

Serving as an advisor to Reeske, an insurtech startup looking to protect incomes of American workers.

• Led multiple research programs, including International, Distribution, Technology, and Strategic.• Advised industry executives (small to large companies) how to improve their business strategy.• Generated thought leadership on strategic topics by writing thought-provoking articles and papers, and frequently presenting at industry and company events.• Created vision and design for industry-leading LifeCompass and AnnuityCompass programs, which automate reporting of data and generate new industry insights for participating companies.• Built and led new industry committees and conferences to connect executives – to each other and relevant content – in new roles such as head of advanced analytics and strategy/innovation.• Developed capability to bring user-based, secure, interactive data visualizations for LIMRA members and study participants to glean new insights and better understand competitive position.

• Developed and implemented BlackRock's retail retirement and retirement income strategies.• Generated thought leadership marketing materials and presentations.

• Built and led Retirement Research Center, including research across annuities, retirement plans, financial planning, and retirement income.• Developed industry-leading annuity research program. • Built industry’s first jointly sponsored, multi-disciplinary conference and grew it to a 600+ person event. This conference and others modeled after it exist today.• Conducted individual insurance experience studies by developing robust methodology based on those used in mortality table construction.

• Held actuarial student positions in life insurance, annuities, disability insurance, long-term care insurance, and investments. • Developed leading edge model for quantifying credit risk of commercial loans. • Built programs to improve operational efficiencies in annuity service.