Offers comprehensive customer analytics and strategy development solutions. Delivers services that include quantitative analytics and market research, customer experience design, strategic planning, and implementation. Provides talent transformation through fractional leadership, communication, training, and career coaching.

Vice President – Institutional Analytics & Client Loyalty (2015 – 2019) Steered 70-member centralized team delivering analytics and consulting services; enhancing cross-division communications; and elevating data science, business intelligence, and data governance practices. Led firm-wide Client Research Center of Excellence, driving market research, secondary research, and brand health tracking. $17M budget responsibility. Collaborated with B2B and B2C marketing, advertising, asset management, and corporate relations executives to support growth and enterprise wide NPS improvement. − Realigned marketing analytics division and led media optimization and multi-touch attribution efforts; directed implementation of clean room environment to future-proof acquisition analytics amid changes in digital tracking technology. − Transformed market research with integrated behavioral and quantitative analysis, instituting brand equity model, culminating in company-wide best practice "synthesis pro

Led customer experience group responsible for driving growth, retention, and net promoter loyalty results for firm's largest retail segment of 2 million investors. Directed client experience and operating plans for high-value trading segments, overseeing $1B portfolio. Translated vision into actionable plans, managing team of 20 with $5M budget for segment and client experience initiatives, resulting in 30% surge in customer engagement.

increasing segment migrations by 41% and unlocking new opportunities for revenue growth. − Oversaw firm-wide initiative targeting $300B asset opportunity, managing portfolio of 22 projects and securing $11M+ in funding in two years during role as Director, Fixed Income Product Management (2008 – 2011).
● Additional Charles Schwab Experience: Positions of increasing responsibility (1997 – 2011)