• Oversaw strategy, project activations and data governance for Northern Trust, Blue Cross Blue Shield and EMPLOYERS Insurance among others, totaling in hundreds of data collection points and millions of customer responses.•Led the complete redesign and activation of EMPLOYERS Insurance CRM/Customer Insights program in late 2020/early 2021. Oversaw the build-out of and activation of 10 newly designed surveys, 5 of which were digital intercepts, created specifically to coordinate KPIs across the entire organization to standardize benchmarks and measurement.•Responsible for maintaining key relationships across eight accounts to retain and grow business

•Promoted to oversee the Wells Fargo Advisors CLP Program, one of the largest tracking studies within InMoment’s Financial Services Business Unit. Consulted daily with a core Wells Fargo client team while managing multiple internal cross-functional teams to ensure timely and accurate data collection across multiple methodologies. Oversaw efforts to launch a brand-new segment of the program for FiNet Advisors. This included custom survey design for both online and mail delivery methods, complex hierarchy and reporting buildouts, online reporting tool design and offline analysis deliverables, all while managing two other large advisor segments within the study.•Simultaneously managed 4 separate ongoing tracking studies for various LOBs within Wells Fargo North America. Duties included all aspects of research and consulting operations, including survey design, email marketing template design, data collection design, data analysis/trend identification and reporting based on client deliverables for multiple ongoing projects.•Responsible for internal/external vendor selection as well as budget forecasting and project financial analysis. Consistent track record of delivering 50 percent gross profit margins on managed studies over multiple years, largely due to establishing processes and efficiencies across all aspects of projects.

•Oversaw and managed internal IT, research, and cross-functional teams to ensure data accuracy and timely delivery of client reports, requests, and website enhancements for multiple marketing research studies for Wells Fargo Treasury Management.•Tracked monthly budgets for multiple projects and worked with internal finance teams to consistently deliver accurate forecasting.

•Assisted in leading the migration of our largest Wells Fargo client onto a new reporting platform, all while maintaining the daily business and reporting needs the client required such as data verification, reporting hierarchy updates and survey updates.

•Helped facilitate the launch/development of multiple customer satisfaction and brand awareness studies for clients such as Citibank and M&T Bank, including two large multi-year tracker studies that involved designing and launching complex reporting portals.•Performed all aspects of QA and data verification across multiple survey methodologies.

• Assisted in activating multiple promotional events in 20-plus markets throughout the country, implementing a results-oriented attitude as Team Lead by effectively communicating and collaborating with Wholesalers, A-B District/Geographical Managers, and A-B Brand Team.• Created an emotional connection between AB’s brands and our contemporary adult target market through promotional activations, trade calls, and on-premise merchandising.• Selected as Team Lead for Bud Light’s “Battle on the Bayou” UFC event in New Orleans, the second largest trip in terms of team members attending, ranking only behind the Super Bowl activation.• Served as Team Lead in Panama City Beach for Bud Light/Natural Light’s 24 day spring break activation. Oversaw promotional events in 29 different accounts, both on and off premise. Sales for the month at our key account of Wal-Mart increased by 18.1% during my team’s time in Florida.