As Client Partner in Kantar’s Insights Division, I am the principal relationship executive for a portfolio of Kantar’s financial services customers. For each client, my responsibilities include setting our strategic engagement direction, representing and aligning Kantar’s services to client needs, driving business development, providing oversight and governance of all client engagements, maintaining awareness of industry best practices and business needs for each client, and contributing to Kantar’s thought leadership portfolio. In this role, I build account relationships by maintaining a partnership mindset, aligning as a strategic and trusted advisor, and taking a consultative approach to executive engagement. I endeavor to understand each client’s culture, capabilities, team structure, and decision-making process. I take initiative, am self-driven, and drive business opportunities toward positive outcomes. I’m accountable for ensuring that all delivery teams engaged on the account are upholding the quality of client deliverables. I also manage all commercial operations, ensure that we meet our contractual obligations, and hold responsibility to drive revenue of $7M+, and to deliver account-level profitability.

Overlay business development expert in the financial services industry, aligned Forrester's largest user-focused sales team. Also serve as player-coach for other solutions partners. Drive teams to achieve quarterly and annual bookings goals by developing multi-product strategic solutions that enable clients to achieve competitive advantage through delivering better customer experiences (CX). - Elected to Global Sales Advisory Council in 2023.- Exceeded annual plan in 5 of 6 years (exception 2020), and earned Winners Circle in three years.

Work collaboratively with sales and product leaders to design solutions for our clients’ most challenging business problems. Craft multi-phase, multi-asset solutions tailored to a client’s specific business objective by leveraging the full suite of Forrester’s research, data, and consulting solutions. • Partner with Forrester's largest end-user clients, particularly financial services companies. • Engage directly with senior business, marketing, and technology leaders to advance strategic objectives relating to customer experience improvement. • Design solutions drawn from Forrester’s products and services to address objectives. • Persuade and influence executive-level buyers by connecting to their objectives and articulating the value of solutions to support meeting those needs. • Provide feedback and insights to internal product and marketing organizations on changing market conditions• Exceeded annual plan all 3 years with two qualifications to President's Club

Drive and craft large, high-value, multi-asset solutions - in collaboration with Account Executives - at top 20 target accounts in the Americas region. Explore the “art of the possible” with customer executives and map ACI assets and solutions to customers' strategic roadmaps.• Drive market development through customer, partner, and regulator relationship development• Engage customers through use cases, business cases, and value proposition models• Content focus includes immediate payments, blockchain, digital banking and payments• Cultivate brand and solution visibility through thought leadership, media and industry analyst interviews, newspaper op-eds, and ACI blog authorship• Work with Product Line Managers, Solution Consulting teams, and Marketing colleagues to align ACI assets to the changing needs of a dynamic customer base • Represent ACI on Federal Reserve Bank’s Faster Payments Task Force and NACHA’s Payments Innovation Alliance; presenter at Sibos, NACHA, and BayPay Forum

Founding director of consulting business. Sourced, closed, and managed engagements for financial institutions, payment processors and networks, technology vendors, and large retailers. Engagements included product development and market entry strategies; competitive analysis; Go-to-Market programs; win-loss analyses; customer satisfaction; investment due diligence.• Managed P&L, resource and workload allocation, and partner relationships• Improved efficiency of consulting operations, doubling project volumes with same staff• Re-positioned brand from low-cost provider to premium service provider • Achieved four consecutive years of record revenue attainment, quadrupling revenues• Developed international network of specialty consultants• Project management of 15 analysts and direct supervision of full time project manager Significant experience with proposal writing, project pricing, contractual negotiations, and management of projects with significant scope and executive-level visibility. Strong research methodology development, message crafting, and deliverable creation skills.

Provider of market research and consulting services to assist marketing, product development, and strategic planning professionals at global asset managers and distributors. (Since acquired)• practice leader of largest business line• led research teams covering mutual funds, retirement products, and variable annuities • oversight of new product creation, company partnerships, and joint ventures• direct management of eight full-time analysts and additional third-party contractors

Practice leader for strategic research and consulting business. Clients were senior management of global financial institutions and software/services vendors. Deep qualitative and quantitative research methodologies and market modeling experience. Responsible to drive new business by identifying, closing, and delivering new engagements around go-to-market strategies and product and market development.

Founding director of global research and consulting team providing advisory services to financial institutions and technology companies on the strategic use of online services and technologies. Managed P&L performance, business development, marketing, contract negotiations, and new product launch. Direct management of 3 US-based analysts and indirect management of 12 international analysts. Was also lead banking analyst, covering strategic use of Internet, call center, mobile, ATM, and branch channels. Author of 50+ research reports, telebriefings, and presentations. Group merged into launch of Financial Insights business in 2003.

Preeminent financial technology market research firm. Author of numerous research reports, telebriefings, and presentations. Provided consulting services to financial institutions and technology vendors serving the banking industry. Research focus on retail banking customer delivery channels. Developed a large network of senior level contacts throughout global financial services industry. Helped grow company to 60 employees and supported successful sale of company to Reuters before being recruited to IDC.