I am a Research Director contributing to Futurum Group’s Advisory Service. In this role, I focus on the enterprise software market, which includes automation systems, business information software, content and data management solutions, ERP, CRM, and line-of-business applications. I also cover the use of RPA, automation, and artificial intelligence across a wide range of industries and applications, including telecommunications, financial services, retail, healthcare, travel & hospitality, and industrial markets.

Dash Network is an independent, integrated B2B research, events, and digital media platform focused on best business practices and technology solutions for the global Customer Experience market.Dash Network’s vision is to build the world’s largest community of CX professionals. Dash Network’s mission is to provide valuable, unbiased insights and informational resources to help CX industry professionals with effective strategic planning for their product, go-to-market, experience design, and implementation initiatives, as well as enabling a robust and engaged community in which to share best practices.To achieve this mission, Dash Network provides a unique, CX-focused, full-service content and marketing solution, designed to extend the market reach of corporate brands and product messaging across numerous content types and channels, further qualifying potential purchasers throughout the process.Dash Research, the market intelligence arm of Dash Network, leverages robust market intelligence methodologies to identify and analyze the market trends that will define the next stage of CX evolution. Our veteran research analysts utilize proprietary research to create and curate engaging content that provides essential market insights to help industry participants with their strategic planning and go-to-market initiatives. Dash Network utilizes this content in multiple forms to help its clients target key audiences through its digital platform and in-person events. Dash Network crafts custom marketing solutions for any product, service or overarching corporate strategy with unparalleled engagement and ROI.

Founded 4K Research & Consulting, LLC, a provider of qualitative and quantitative primary research, desk research, and consulting services, to serve B2B and B2C clients, serving as an extended research and consulting partner. End clients included companies in the consumer packaged goods, energy/utilities, healthcare, heavy industrial segments, marketing, travel, higher education, and consumer and B2B technology industries.Delivered qualitative and quantitative market research, market forecasting, and modeling to provide client insights to external market research clients, including Omdia, Tractica, Dash Research, ABI Research, Ironwood Insights, Freedonia Group, Research Strategy Group, Insight2Profit, and Pike Research. Key Metrics:• Average client tenure of 3.7 years• Average annual client acquisition percentage of 66%• Average annual repeat client percentage of 60%

Conducted primary telephone and in-person research to develop, write and run conferences in the B2B financial services industry. Was responsible for all facets of industry conference planning, research, and execution, including primary and secondary research, survey and questionnaire development, program development marketing strategy, and speaker acquisition. Led all direct mail, media relations, and Web-based marketing activity, and oversaw the development and management of our newsletters, blogs, web seminars, conference social-networking site, and LinkedIn membership groups of two conference-focused newsletters, LinkedIn groups, blogs, and webinars. Was named the director of the Prepaid Card Expo, the world's largest conference and tradeshow covering prepaid payments. Under my direction, I increased the overall profitability of the event to a gross profit margin of 62%, up more than 30% from the previous year. Key Metrics:• Average large (+200 paid delegates) conference gross profit margin: 58.3%• Average small (20-100 paid delegates) conference gross profit margin: 40.5%

Conducted primary and secondary research, synthesis, and analysis on a wide variety of technology, financial, marketing, and strategic issues within the company’s on-demand knowledge and insights service offering. Worked with business development to generate new sales and was responsible for stimulating usage of services and ensuring client retention.Identified and wrote reports on a number of tech, marketing, financial, and healthcare trends, and was selected to serve as the quality-control reviewer for the firm’s high-end Private Capital Resource Center client deliverables. Participated as a key member of the pilot program to develop new cross-selling strategies to generate additional client revenue streams, and was promoted to the position of Client Relationship manager, where I provided quality insights and analysis to satisfy clients’ business needs, supervised research analysts and associates, and ensured client satisfaction with analyst inquiries, deliverables, and custom research projects.

I pitched, wrote, and sold a variety of technology news, trends, analysis, personal-finance stories, and product comparison reviews for consumer, trade, and online publications, with regular clients including CNBC.com, Business Week, Computer Shopper, Departures, Fortune, PC World, Ziff-Davis, Individual Investor, Living in Stamford, Small Business Computing, Vault Guides, and Red Herring, among others. In 2000, I was named Contributing Editor with Mobile Computing & Communications magazine, reflecting my significant contributions as a feature writer, reviewer, and product-evaluator with the magazine.

I wrote a variety of company profiles, financial trend stories, and how-to pieces for Ticker, a monthly trade magazine for investment broker/dealers and financial planners. Worked closely with in-house and external financial and industry analysts to evaluate and select companies for coverage.

I assigned, wrote and edited stories for a variety of controlled-circ, weekly and monthly financial publications, including IDD, The IPO Reporter, Private Equity Week, MBS Week, and M&A Report. I also authored weekly feature stories on various deals and market trends, while developing and cultivating sources. I supervised newsletter contributors, editing content and ensuring that deadlines were met. I was also featured as a guest on CNBC, CNNfn and the Dow Jones Financial Network.