Current Roles

Employees:
48
Revenue:
$3.9M
About
20+ years of experience in strategic planning and research • Specializes in brand development and applications related to marketing strategy and communications. • Range of engagements include service, technology and product companies; start-up businesses to established Fortune 500 corporations. Consumer Psychologist • Ph.D. in motivational psychology from the University of California at Berkeley • MS in applied statistics from Stanford University. Approaches consumers in context, focusing on motivations and belief systems. Areas of Expertise: Branding / Positioning: Analysis, Strategy and Execution • Representative Clients: Bank of America, HSBC, UBS Financial Group, Schwab, WellPoint, Salesforce.com, Aspect, SunGard, VeriSign, Plantronics and Sunsweet Research: Financial Services, Technology, Health Care, Consumer Products, Internet, Insurance, Pharmaceuticals, and Retail • Moderated over 2,000 Focus Group & In-depth Interviews • Designed and implemented over 1,000 quantitative studies: segmentation, image and tracking • Database Analysis: Profiling, Modeling and Scoring: acquisition, loyalty and retention B2B: Research, Strategy and Planning • Wells Fargo, SunGard, Accenture, VeriSign, PeopleSoft, Aspect Communications, Salesforce.com, Hyperion, Everypath, Niku, Exodus, and BlueCross BlueShield New Product Development: 350+ Ideation Sessions and Ethnographic Studies • Wells Fargo, Bank of America, WellPoint, SalesForce.com, Minute Maid, Nabisco, General Mills, GE Capital, P&G, Levi’s, McCormick & Co., Apple, and Sunsweet
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