Key Results:Increased client engagement volume by 200% year-over-yearExceeded retention and CSAT goals, resulting in a 95% customer retention rate and a 4.9 average CSATSurpassed sales collaboration quotas by 125%Generated new sources of revenue through partnerships with marketing and business developmentDay-to-day:Conducted client discovery sessions with C-suite executives and delivered real-time, high-impact insight to influence business decisions.Was a trusted advisor for financial services leaders by consistently providing strategic and technological solutions through the lifecycle of my clients' initiatives. (Some solutions examples include building a fraud prevention strategy, implementing and scaling automation, and prioritizing investment decisions for artificial intelligence.)Supported pre-and post-sales activities to develop new business and identify upsell/cross-sell opportunities, generating new sources of revenue for the organization.Partnered with leaders at technology vendors to help them better serve and market their solutions to the priorities of banking executives. Launched and scaled various collaborative initiatives with the research, sales, marketing, and product teams to improve efficiency, content quality, and client engagement. For example, I built a set of knowledge management tools for advisors to successfully transition their coverage areas into new terrain. I managed the practice's blog marketing campaign and strategy, which directly led to new customer acquisition.Presented provocative research at in-person and virtual executive roundtables and conferences.(Impacted in Global RIF, 67% of team reduced)

Led multiple research projects, including papers, presentations, case studies and data analyses, which help guide financial services leaders through complex issues, such as managing talent through disruption and identifying and serving vulnerable customers during the COVID-19 pandemicCollected and analyzed data to generate key findings and insights that will help financial services leaders make important business decisionsEngaged with senior executives at financial institutions to assess mission critical priorities, diagnose business problems, and identify innovative best practicesPartnered with senior advisors to answer targeted client questions, develop content for networking sessions, and set up interactions aimed to provide tailored adviceCoordinated and managed the internal and external client connections, research engagements, and priorities for Gartner's financial services pilot product

Testified at hearings before the Maryland State Senate and House of Delegates on bills pertaining to net neutrality and privacy regulations.Managed event operations, content marketing, and donor advocacy to expand our organization’s policy impact and generate revenue.Organized and led research projects, wrote comments, and published articles on Federal and State-level legislative and regulatory proceedings, primarily focused on communications and Internet industries.

Gathered and analyzed capital expenditures data from Internet service providers and wrote and edited a paper on different theories of American broadband policy Compiled congressional activity (reports, hearings, legislation) and assessed the cost/benefit analysis performed outside of the Regulatory Impact Analyses for a paper on the outsider’s perspective of the regulatory process Collected paternalistic regulations and calculated annualized costs with respect to total costs, discount rates, and durations for a more efficient and timely estimate of long-term impactsParticipated in workshops and reading discussions on practical ways to bridge the gap between academic ideas and real-world problems

Interned for Committee on Ways and Means, Subcommittee on Social SecurityCompiled amendments to the Social Security Act by provision, year, and public law number for members to have better access to changes in the legislation Summarized academic and government papers for committee and member use to act as a literature review during briefings, hearings, and the legislative processCreated graphs for member proposals of changes in the income, cost rates, and trust fund ratios to Social Security’s OASI program for easier illustration and understanding of the changes

Verified scanning and entry of invoices to insure accuracy with other employeesProcessed Expense Vouchers into PeopleSoft to track of the Working Fund resources Audited Diner’s Credit Card bills to warrant there were no duplicate reimbursements

Edited reports and documents written by Sage researchers for grammatical and mathematical accuracyResearched data for supporting claims regarding local and regional economic issuesHelped write introductory reports to give Sage staff a background on specific policy topics