Bill Ortman Email & Phone Number

Greater Detroit Area

Troy, Michigan

Lead research operations analyst on an intensive proprietary tracking engagement with a large multinational wealth management firm. o Communicated daily with client and collection vendor. o Ensured data quality. o Made decisions streamlining or instituting operational processes with limited input. o Managed internal project data and delivered monthly client datasets and associated reports. o Generated actionable insights and performed ad hoc analysis. o Created and ensured the accuracy of client and vendor invoices. o Responsible for the operational establishment of a true mixed methodology data collection incorporating online with the existing phone collection method.Lead research operations analyst on the nationally syndicated study for Small Business Banking Satisfaction. o Designed sample plan and study inclusion parameters based on market share data.o Developed questionnaire content and logic development.o Cleaned and ensured quality of data.o Created client dataset and custom presentations for purchasing study members.o Designed assets for and managed access to online reporting tool on VoX delivery platform.o Improved operational efficiency of project which led to drastically reduced costs and improved EBITDA over previous years.Lead research operations analyst on an oversample conducted on behalf of a leading national bank mimicking the syndicated Credit Card Satisfaction study. o Developed additional questionnaire content and altered logic according to client’s purpose.o Cleaned and ensured quality of data.o Created client dataset as main deliverable.Member of various employee resource groups and voluntarily assisted on a variety of industry studies when additional labor was needed.

Boca Raton, Fl

o Developed presentations and ad hoc deliverables for clients in the CPG and retail clothing industries.o Generated insights concerning consumer perceptions, purchase habits, and potential new product developments.o Created consumer segments, behavioral market structures, demand landscapes, and perceptual mapping to address client objectives.o Project lead with vendor in the development of a licensed analytic tool for testing and simulation of market structures and determination of optimal advertising spend.

Southfield Michigan

o Performed primary and secondary research, analyzed data, and created client reports.o Verified data quality.o Created and updated satisfaction and quality reports for various automotive companies and individual dealer groups.o Built custom presentation content highlighting study insights for clients in the automotive, trucking, and construction industries.

East Lansing

o Moderated online community for a program wide project.o Functioned as assistant for Marketing department; supported multiple professors’ project needs.o Managed program’s social media presence and website operations.

East Lansing

Sales calls and organization of alumni information . Developed personal selling skills.Efficient organization and up to date record keeping on leads.

Master Of Science (Ms), Marketing Research, 3.9

Bachelor Of Arts (B.A.), Marketing, 3.4