Corporate Experience

Director of Global Marketing Research/Strategic Support for JPMorgan Private Bank.

• Built informaton foundation for new business targeted at the mass affluent market.
• Employed state-of-the-art techniques from cultural anthropology, psychology, ideation, statistics, and the creative problem solving process.
• Enabled senior management to allocate internal resources based on the size of potential private banking markets.
• Contributed answers to questions needed to successfully implement.
• • Office expansion decisions.
  • Marketing and advertising campaigns.
  • New product introductions
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Director of Affluent Market and International Research Programs.

• Marketed and conducted annual survey of 2500 affluent U.S. households.
• Assessed the financial attitudes and behaviors of affluent households.
• Marketed and managed a groundbreaking survey of payment card usage in ten European countries.
• Advised financial services providers on strategies for servingthe affluent and private banking markets.