Lead Corporate Insight's Research team with responsibility for all of the firm's competitive intelligence offerings, including our subscription Monitor research products, consulting/custom research services and digital benchmarking audits. This includes 18 different subscription Monitor products covering the investing, bank/cards, retirement/workplace, healthcare and insurance (annuity/life insurance/P&C) industries, as well as fintech- and mobile finance-focused products. Oversaw the successful integration of the Monitor and Consulting divisions into a unified Research organization committed to delivering actionable intelligence that drives smarter decisions.

Formed and led Corporate Insight's Consulting Services division, including our custom research and digital benchmarking audit practice areas. Oversaw all project teams and team member development. Contributed to critical engagements and research initiatives with specific subject matter expertise in digital experience, retail brokerage, trading, wealth management and the evolution of the investment industry. Served as key point of contact for clients on strategic engagements. Identified new opportunities for growth and assisted business development team with project scoping and contract management. Oversaw the publication of numerous influential studies including:* Blockchain and the Future of Finance (2017)* Satisfying Today's Retirement Plan Participant (2016) * Next-Generation Investing: The Incumbents Arrive (2016)* The Innovation Advantage (2016)* The Changing Face of Financial Advice: 2015 and Beyond (2015)* Next-Generation Investing: Digital Advice Matures (2015)* Mobile Innovators 2015 * Next-Generation Investing: Transcending the Human Touch (2014)* Next-Generation Investing: Online Startups and the Future of Advice (2013)* Social Media Leaders (2012)* Money on the Move: Mobile Finance Review (2011)* To "Friend" is the Trend: Social Media and Financial Services Today (2010)* Consumer Financial Education Today: Best Practices (2009)* Social Media: Trends and Tactics in the Financial Services Industry (2008)Oversaw creation of digital benchmarking audit services for numerous industries, including:* Asset Management - Advisor* Brokerage* Bank* Healthcare* Retirement Plan Participant* P&C InsuranceOversaw creation of Mobile Monitor (2012) and Digital Advice Monitor (2017) products

Performed custom research projects for company clients, including a study of the online insurance capabilities provided by a dozen major insurance issuers, a capabilities analysis of various active trader software programs and mystery shop work. Designed framework for the Brokerage Website Audit and performed audits of several leading retail brokerage firm websites, identifying strengths and weaknesses in their digital platforms and providing actionable recommendations to address problem areas.

Managed Corporate Insight's e-Monitor service covering the online brokerage industry for nearly four years. Selected monthly research topics, conducted research and analysis, wrote monthly reports, and fielded client inquiries regarding research. Managed staff of three analysts that produced weekly e-Monitor Updates. Researched and wrote first Monitor Awards issue in 1999.

Researched, wrote and edited articles, brochures and press releases for agency clients. Managed firm’s information technology, including two agency websites. Wrote comprehensive employee manual for agency.