San Mateo, California, United States
Experienced consultant working with banks and merchants providing consulting expertise in the areas of market research and intellegence, competitive intelligence, as well as payment and consumer trends.
Responsibilities encompass two major functions, liaison between Visa’s research and intelligence resources and the Issuers who issue Visa products and the Merchants who accept them, and manager of Visa intelligence practice focusing on industry and consumer trends. Key initiatives include: Management and dissemination of major program deliverables which focus on consumer and industry trends and key market segments which will drive the payments business going forward. Development of consulting practice focusing on consumer and payments trends both macro-based and for key market segments. As intelligence and liaison and consultant with card Issuers and Merchants served to solidify relationships and produce Visa-brand decisions, including United Mileage Plus, LLBean and Nordstrom co-branded programs.
Management of market research department that serves the entire bank. Oversaw seven person department and $1.5MM research budget. Major department responsibilities included research management of checking, savings and investments, credit card, consumer loans, automated tellers, retirement products, private banking, small business products and equity lending. In addition, managed the Bank’s brand tracking and advertising research functions. Consultant for product management and senior management on all the above concerning marketing strategies and tactics in which research can play a role. Key initiatives included: Designed and implemented the branchwide service delivery intelligence program including mystery shops and customer service tracking, brand image and branding tracking program, and competitor performance evaluation.
Research manager for selected established and new products. These included both food (Hidden Valley Ranch salad dressing, new products) and non-food products (Tilex mildew stain remover, Kingsford charcoal, Clorox Pre-Wash). Responsibilities included research design, fieldwork supervision, data analysis and reporting.
Responsible for project execution and management of marketing research studies for a market research supplier. Project responsibilities included project design, proposal preparation, questionnaire development, fieldwork supervision, data analysis and reporting. Trained and counseled analysts on research techniques. Managed relations and servicing for numerous clients, including First Interstate Bank, Sunset Magazine, Hunt Wesson Foods, and Pacific Bell.