Lead centralized team guiding senior leadership decisions through analysis-driven insights. Team's areas of responsibility and expertise include: • Evaluating customer engagement with product and staff, informing account planning, product enhancements, and growth initiatives.• Identifying prospect population in target industries / geographies, for overall business and specific new product opportunities, leveraging multiple external datasets (Eikon, Factset) and existing customer data.• Partnering with Sales and Marketing teams to craft and measure New Logo and Upsell campaigns across ratings data and research, fixed income insights, macroeconomic research, and ESG content product lines.Manage and coach team of 4-5 data science / strategy professionals based in New York and London.Team tools include Alteryx / Qliksense / Salesforce / Microsoft Office.

Provided product / market / customer strategy, research and development services to firms spanning payments, digital commerce, B2B information services.

Led global internal strategic initiatives team providing impactful insights, guidance and action plans aligned to priorities of information and technology businesses ($1.4B 2017 revenue). • Oversaw scoping and delivery of over 100 projects combining in-depth external client interviews, financial / statistical analysis, market / competition assessment, and evaluation of internal capabilities. • Drove evolution of product positioning and development roadmaps to respond to emerging technologies (cloud infrastructure, machine learning) and global financial regulations / accounting standards.• Influenced acquisition / investment and integration of Bureau van Dijk (company information; $280M 2016 revenue), GGY (actuarial software; $28M 2015 revenue), and Compstak (real estate data start-up). • Defined firm-wide pricing principles and processes, and led rollout across 5k products and 5 businesses. Guided product managers on all proposals and managed monthly release of updates in quoting systems.• Managed and coached team of 6 consultants based in New York and London.

Led a dedicated Strategic Analytics & Insights team supporting 1 of the 4 largest U.S. banks, leveraging an integrated multi-source data platform. • Managed the delivery of analytic projects that provide actionable, data driven marketing insights to senior business leaders. • Areas of focus including customer analysis and profiling, marketing effectiveness, and new opportunity assessment. • Supervised 4 analytical consultants and coordinated broader team workflow. About Epsilon: Epsilon is an all-encompassing global marketing company, a leader in creating connections between people and brands. Epsilon employs over 5000 associates in 60 offices worldwide and is recognized by Ad Age as the #1 World Largest CRM/Direct Marketing Network, and the #1 US Agency from All Disciplines.

Developed and delivered business guidance to clients and prospects across Epsilon's largest industry portfolio, informing marketing solutions which integrate creative services, data analysis, and digital technologies. Engagements for Top 10 US banks included: digital customer experience evaluation; omnichannel customer relationship management ideation; loyalty program assessment and evolution; product portfolio analysis and restructuring. All projects grounded in synthesis of market and competitive trends.• Directly engaged in business development at American Express, Capital One, Citibank, Chase, Fidelity Investments, KeyBank, Mastercard, Nationwide Bank, SunTrust, and Transamerica. • Authored 5 thinkpieces on digital marketing, distributed in proprietary and external media. Presented “Real-Time Marketing” with US Bank and Facebook at 2014 Card Forum. • Structured data partnership to enable brands to understand and reach individual consumers across digital and offline marketing channels, using anonymized, specific behavioral information. • Led creation of Epsilon-wide account planning and intellectual content alignment processes. • Developed and mentored employees in marketing, consulting, and client delivery organizations.

Created new businesses to diversify and increase corporate revenue, combining internal assets with external alliances. Managed 3 Directors and broader team. Accomplishments and initiatives included: • Negotiated partnership with luxury residence membership club Inspirato, including customer offering, branding, business terms, equity deal, and service level agreements. Oversaw cross-functional team (legal, finance, marketing) and managed project to successful completion. • Developed innovative digital marketing alliance to improve customer acquisition for B2B providers. Led team in customer research, product development, negotiations (with providers such as AT&T and FedEx), technology selection, intellectual property protection, and financial planning. • Led definition of loyalty product to help small businesses engage consumers ($2 B market) across mobile and point-of-sale channels. Integrated product into complimentary corporate initiative. • Created digital content / commerce platform targeting underserved 45+ consumer segment. Led team in market assessment, customer research, product construction, financial projections, and partner negotiations. Platform to be developed in adjacent business unit. • Structured new customer information products for packaged goods manufacturers based on aggregated proprietary data. Managed team in developing product construct, assessing internal analytic capabilities, and conducting discussions with distribution partners.• Engaged with over 25 Fintech and Martech startups and venture capital firms to assess / negotiate strategic partnerships and investments. Focus areas: digital identity and offer management.

Managed team of 4 to grow credit card spending in online, mobile, and automatic bill payment channels (20% of U.S. volume in 2010).Accomplishments: • Executed partnership with Costco Wireless that delivered $150 M in annual charge volume. Negotiated terms, managed in-store marketing design/production, and oversaw service issue resolution.• Delivered profitable growth of digital transaction volume with execution of 20+ campaigns in email, web, direct mail, and teleservicing channels, creation of B2B sales collateral, and salesforce training.• Improved capability to track digital spending, enabling distinct analytics, pricing, and marketing. • Expanded awareness of American Express’s digital products as corporate representative on board of industry association Direct Response Forum.• Developed data solutions for merchants to quantify customer propensity to spend online. • Managed primary research studies (online panel; focus group) to inform understanding of cardmembers’ spending behaviors in digital channels; applied findings in business unit growth strategic planning.

Managed team of 3 to drive incremental volume growth in $12 B spend segment. Accomplishments:• Structured partnerships with Verizon and AT&T, delivering $500 M in incremental annual charge volume and profitable promotions in partner marketing channels.• Developed innovative proof of American Express value to telecom merchants based on quantitative modeling and cardmember research, creating greater merchant engagement across industry.• Supervised team execution of targeted cardmember marketing in email, direct mail, teleservicing, and direct sales channels (~200% 2-year return on investment). • Drove support for internal investment in strategic growth programs through profitability analysis and effective budget management, resulting in >400% increase in total investment over 3 years.

Provided strategic guidance and new business plans to executives across business units. Projects included: • Opportunity to launch U.S. small business card products through bank partners (presented to CEO).• Emerging digital payments players: risk mitigation and partnership opportunities.• Innovative yield management solution for lodging companies, leveraging AXP digital marketing channels.• New offerings for small business owners, including international trade services and insurance pooling.• Expansion of prepaid products into new business-to-business segments and global markets.

Created marketing program to reach female partners of Viagra prospects and users. Developed consumer research study and supervised vendors. Analyzed performance of pharmaceutical representatives.

Formulated business strategies and plans for Fortune 100 firms. Managed 1-2 team members per project. Projects included:• New product development for leading shipping/logistics firm based on market and competitive trends. • Customer engagement program for a global business services provider to improve account penetration and retention in support of plan to grow from $3B to $6B in annual revenue.

Mainspring was a digital business strategy consultancy acquired by IBM in June 2001; Revenue of $37M in 2000. Supported digital strategy development and new business creation for Fortune 100 firms. Projects included:• New digital retirement planning service for national insurance firm, eventually launched independently.• Expansion plan for leading offline grocer into online grocery market, including cross-channel integration.