- Led 10-person research unit that uses quantitative and qualitative methods to annually produce over a dozen consumer and product research reports, influencing government policy and corporate product design.- Managed multiple top-tier client relationships, advising senior executives on business strategy, product development, and impact evaluation. - Owned P&L, responsible for revenue goals, annual budgeting, quarterly reforecasting, expense management, and resource allocation.

- Led consulting engagements with multiple financial institutions on product strategy, with a focus on credit building products, secured credit cards, and payday loan alternatives.- Developed innovative research methodology for measuring consumer financial health, piloted with a small group of first movers, and eventually rolled out to over 60 companies.- Open multiple new verticals and revenue streams for the organization through identification of market opportunities, execution of landmark research studies, and active engagement with senior stakeholders.

- Led the board of directors during a six-year period of sustained growth, which included a significant increase in asset size, two acquisitions, transitioning to a new core processor, the enhancement of online and mobile services, and the launch of multiple new consumer and small business lending products.- Dramatically increased effectiveness of the board, standardizing meeting agendas, recruiting new board members, reducing board member turnover, and providing consistent and useful support to staff.

- Negotiated partnership between credit union and non-profit financial coaching organization- Served on personnel and strategic planning subcommittees

- Drove design, market research, and profitability analysis for new product concepts. - Led business development efforts into new verticals, managing pipeline, building relationships, and negotiating contracts.- Partnered with product management and engineering teams to develop a new demo version of the platform for use with potential clients.

- Developed and co-authored multi-method research papers on prepaid cards, small-dollar credit, alternative credit data, mobile apps, and venture capital investing.- Emceed and spearheaded all content for EMERGE: The Forum on Financial Services Innovation, the largest U.S. conference on financial services for underserved consumers.

Spearheaded the development of a new Washington D.C. office from scratch, first securing support from senior stakeholders, then establishing structure and processes, and eventually building political coalitions which resulted in three legislative initiatives garnering record levels of Congressional support.

Represented Senator in meetings and communications with constituents and advocacy groups; drafted policy recommendations