Responsible for the development, planning, and execution of all aspects of research initiatives in support of Scotiabank's marketing communications research with a primary focus on the Canadian market.

• Managed Bank of Montreal’s Wealth Client Loyalty research portfolio for North America.• Developed strong relationships across the enterprise and with multiple external business vendors.• Prepared and presented actionable research findings to all levels including Senior Executives.• Demonstrated strong project leadership and management by concurrently overseeing and executing multiple research initiatives in both Canada and the U.S.• Previously accountable for Bank of Montreal’s Advertising and Sponsorship research portfolio.• Managed and developed a small, efficient team of Research Managers.

• Provided market research expertise to key internal partners on large scale Loyalty program.• Fostered the development of multiple research vendor relationships.• Participated in the research planning cycle; understanding client needs, assessing research gaps and recommending an annual research plan .• Successfully managed the end to end research process including consultation with internal clients to define objectives, research design and proposal process, and executing the research project through to completion.• Ongoing identification of cost and time efficiencies without sacrificing data quality.

• Simultaneously managed multiple proprietary and syndicated research projects. • Research studies carried out from identifying business objectives to completion of reporting and presenting at all levels of the bank including senior executives. • Key to the role was maintaining strong working relationships with product and line of business internal partners as well as with external research partners.• Awarded CIBC's Annual Achiever Award, 2005 (Second nomination in 2006)• Awarded CIBC's Chief Executive Officer Award, 2004

• Conducted analysis of customer loyalty research to provide actionable recommendations.• Managed company-wide distribution of customer loyalty research reports and related communications.• Created presentations for senior management.• Handled internal client data requests and issues related to customer loyalty research.• Executed research studies within budget.

• Assisted with presentation and report creation and distribution.• Performed data extraction from tables to reports.• Conversion of research reports from outdated to new software program.• Various administrative functions.