I work with a small but mighty team of competitive intelligence pros. Together, we keep executive management and their stakeholders informed of the rapidly changing market landscape, and play an important role in shaping the strategic direction of the organization.

I advised both internal teams and external clients on health care-specific topics, and served as a resource for anything associated with the health care sector. My time was spent digging deep beneath the surface to understand complex health care topics, ranging from public health programs, regulatory changes (e.g. how FDA's TAVR expanded access will change aortic valve replacement as we know it), and all points between.In this role, I: • Reported directly to Head of Product… Show more I advised both internal teams and external clients on health care-specific topics, and served as a resource for anything associated with the health care sector. My time was spent digging deep beneath the surface to understand complex health care topics, ranging from public health programs, regulatory changes (e.g. how FDA's TAVR expanded access will change aortic valve replacement as we know it), and all points between.In this role, I: • Reported directly to Head of Product Management & Chief Revenue Officer• Led and consulted on all health care sector research initiatives for clients (hedge funds, private equity firms, mutual funds, and management and strategy consultancies)• Worked directly with clients on health care-focused projects — managing internal workflows / resourcing and re-engaging inactive clients by compiling hyper-targeted offers based on usage data• Studied financial market trends, public regulatory filings, and investor presentations to maintain awareness of client holdings — including deploying portfolio trackers for real-time holdings changes• Regularly communicated with leading health care experts — including internationally recognized key opinion leaders, regulators, and researchers• Led vendor trials and pilot programs for SaaS / database partners for internal data clarity and reconciliation• Coordinated with internal compliance and legal teams to set protocols for the inherent risks of health care consulting — including clinical trial involvement and mitigating conflicts of interest among physicians• Established best-practices and procedures across the research and client management organization• Coordinated with internal training teams to develop new hire, refresher, and continuing education materials specific to financial markets and health care Show less

The Global Fulfillment team is the "Special Ops" unit of the research segment. We worked exclusively with international clients to maintain continuous project coverage while our international offices were offline. In this role, I: • Worked closely with executive management to create a new team / organization structure, allowing for continuous global coverage of projects• Hired, managed, and mentored a team of up to 10 — from interns to senior research associates• Worked… Show more The Global Fulfillment team is the "Special Ops" unit of the research segment. We worked exclusively with international clients to maintain continuous project coverage while our international offices were offline. In this role, I: • Worked closely with executive management to create a new team / organization structure, allowing for continuous global coverage of projects• Hired, managed, and mentored a team of up to 10 — from interns to senior research associates• Worked directly with EMEA and APAC-based clients and internal teams• Established goals and reported on metrics / KPIs to senior leadership• Successfully transitioned tenured team members to the broader organization to pursue management and leadership roles Show less

• Worked directly with a book of 15+ investment management clients, each with an average $20B assets under management• Led the organization for newly-recruited experts into the Coleman Research network — predominantly Fortune-500 C-suite executives• Fulfilled project requests, aligned with healthcare / consumer health / consumer goods with speed and accuracy

Southeast Atlantic Peterbilt (Prior to their acquisition by TLG) is one of the newest names in the Peterbilt Dealer Network, with three locations throughout the Southeastern US. Southeast Atlantic Peterbilt served as a disruptive force in the Southeastern heavy-duty trucking and logistics space.

Jim Redwine’s Garage & Parts Sales was founded in 1973 in Garysburg, North Carolina, and is a leading provider of Class 8 heavy duty parts and service. Overall responsible for:• Selling $1M per year across all channels• Implementing and training colleagues upon acquisition of Freightliner satellite dealer status• Learning and understanding Original Equipment parts platforms • Understanding technical diagrams and schematics to better troubleshoot problems• Building an… Show more Jim Redwine’s Garage & Parts Sales was founded in 1973 in Garysburg, North Carolina, and is a leading provider of Class 8 heavy duty parts and service. Overall responsible for:• Selling $1M per year across all channels• Implementing and training colleagues upon acquisition of Freightliner satellite dealer status• Learning and understanding Original Equipment parts platforms • Understanding technical diagrams and schematics to better troubleshoot problems• Building an external customer base and selling solutions across a regional segment• Learning the complexities of Navistar and Daimler ordering systems Show less