Head of Client Research & Insights is a leadership position within Americas Marketing, an organization respoonsible for driving sustainable client demand by transforming the way clients engage with the firm. Responsible for setting the research agenda for Invesco's Americas business and overees research programs that solve business problems and identify opportunities. This role serves as the Voice of Client, leading research design and ensuring findings are actionable and part of the larger growth strategy.

Vice President, Client Experience & Strategic Insights Identify and champion key insights and trends that will impact the organization’s strategic direction and drive meaningful change. Support executive leadership in setting the vision and direction for the business ensuring the organization remains relevant to stakeholders. • Identify knowledge gaps and opportunities for insight generation in cross-functional strategic initiatives. Direct the Insights team to fill identified gaps leveraging market research and competitive intelligence best practices.• Participate in and provide thought leadership to cross-functional projects that support executive level initiatives – specifically working to diagnose the business challenges and opportunities. Director / Senior Director, Client Experience & Strategic Insights (2011 – 2018)Identify and drive initiatives that inform key strategic decisions across the organization. Establish vision for the team of six Insight Consultants to set the tone for a high-performance and contribution. • Utilize results from our CEM to inform the prospect-to-client experience; provide advisors real time feedback on the experience they deliver; incorporate client experience ratings in compensation plans and access to top performer venues.• Built private online communities that represent key stakeholder groups to ensure 24/7 access to the information needed to make well-informed business decisions • Introduced SaaS functionality to enable the development of a closed-loop client experience measurement program that measures and monitors the experience across touchpoints as well as provides KPIs for the firm.• Save the organization $1M+ annually in research dollars as a result of the above two items.• Played an instrumental role in developing the 3-Minute Confident Retirement Check client experienceManager / Senior Manager, Client Experience & Strategic Insights (2007 – 2011)

Conducted consumer segmentation to size the market and identify greatest opportunity segments from a profitability perspective. Directed broker segmentation to align the ‘right’ broker with the ‘right’ consumer resulting in significant increases in customer satisfaction, loyalty and referrals. • Developed effective and creative approaches to marketing and market research that delivered ROO/ROI.• Facilitated insight generation and action planning sessions with management to identify and prioritize business initiatives.• Clients included GMAC ResCap, Homecoming Financial Wholesale, Residential Funding, Mortgage Intelligence Canada.• GMAC RFC Celebrate Leadership Award, 2006 – top performers of the organization were awarded an all-expenses paid trip for employee+1 to Europe; recognition and loyalty program.

Led the strategic process for all wellness group clients and prospects. Collaborated with creative department, account service, media, public relations, and promotions in strategic development, execution, and evaluation ofwork.• Crafted positioning directions, brand personalities, project briefs, and creative blueprints.• Clients included Novartis Animal Health, IDEXX Laboratories, Scripps, and CHS Cooperatives.

Led planning and research projects from design and management through interpretation and presentation.• AMA Excellence in Marketing + Effie Awards – Reddi-wip, 2001 – received the AMA award for key insights identified through market research that lead to the development of a new campaign focused on everyday moments of celebration – extending product usage beyond holidays. The TV campaign received an Effie.• Krasselt Award for Process, 2001 – developed a process for tracking research requests and assigning a value to the work that was done for clients to prove ‘value’ of the research function/team in a value-added business model.