Managing Director
Grew/operationalized competitive insights research business marketed to global banks and securities firms. Advised on strategies for increasing customer satisfaction and retention, maximizing product cross-sell, and achieving long-term client profitability. Oversaw portfolio of 15-20 research products and curated custom insights through thousands of interviews and surveys. Directed all operational aspects of multimillion-dollar Global Corporate and Commercial Banking business. ► Launched new EU equities products, tripling client base and increasing revenues ~6x at peak.✓ Cultivated relationships with institutional investors and developed survey methodology to capture competitive insights. Translated information into proprietary research asset sold to sell-side brokers.✓ Coupled research offering with advisory services to help strengthen clients’ competitive positioning. ► Created operational infrastructure to scale product development, marketing, and customer experience. ✓ Oversaw product design and production and associated P&L across 15-20 annual banking and equity client experience studies; led marketing strategy, including pricing, engagement structuring, and negotiations. - Instituted operational schedules and KPI metrics to execute ~1,000 surveys/interviews annually. - Streamlined multiple regional surveys into a standard global taxonomy.- Trimmed survey length by 10%, improving the customer experience. ✓ Restructured financial reporting from accounting- to process-oriented focus.✓ Identified operational inefficiencies and instituted financial rigor within commercial banking business.► Developed and executed plan to integrate Greenwich and CRISIL operations following acquisition.✓ Built knowledge transfer protocols, documentation, and training.✓ Resolved consolidation issues under tight deadline and despite operating in pandemic environment. ✓ Oversaw outsourcing and retention strategy.
