Director, Retirement Practice
More than 20 years of agency and client-side experience in customer-centric marketing strategy, analytics and technology. Fluent in French, Spanish and the lexicon of the retirement, investment and insurance ecosystems. Passionate about developing customer engagement and segmentation strategies that drive retention and cross-sell opportunities through direct response and digital media. Deep knowledge of retirement market dynamics, product evolution and channel landscape. Excels in creating customer-centric, analytic databases to support advanced multi-channel marketing.
Client experience includes: American Express, State Street Global Advisors, The Hartford, E*Trade, IBM, Cisco, Nokia, IKEA, Cole Haan, Genzyme, MessageMedia, Data Resources Inc., Estee Lauder.
BA, Bates College, High Honors in Economics; MA, The Johns Hopkins University, International Economics and Latin American Studies, Fulbright Scholar
Motto: “Never confuse activity with progress.”