| CAREER
2008 - Present
Principal and Founder, Second Stage Consulting
Second Stage Consulting helps small and medium size businesses deal with the challenges of transforming themselves from early stage "adolescent" to disciplined, productive, professionally-managed "grown-up" businesses -- fully-fledge ongoing enterprises. We help companies re-design their organizational structures, production and service delivery processes, marketing, HR policies, financial management, and I/T infrastructure to meet the demands of the "second stage" of their life cycle.
2008 - Present
Managing Director, RedKey Education LLC
I have been working with the company to bring my operational and business experience to the task of growing the company and expanding its geographic reach. Since I became involved, the company has opened three new offices (Providence, New Haven, and Paris), hired key staff, implemented professional sales and client management processes, dramatically improved financial management, and re-energized marketing.
2001 - Present
Partner, MarketStance
One of three owner-members. Approximately 20 employees.
MarketStance is a recognized insurance industry leader for its proprietary quantitative Business Intelligence (BI) information resources and analytical consulting services supporting market development, agency management, underwriting and planning. Clients are primarily the thirty top national property-casualty insurance carriers and the largest insurance brokers.
2001 - 2008
Chief Operating Officer, MarketStance
During my tenure as COO, the firm's revenues consistently grew at 20-40% per year; employment increased from two (myself and the CEO) to nearly twenty.
1997 - 2001
Assistant Vice-President, Conning & Company
Recruited from Aetna by MarketStance Division head as his first employee to manage business aspects of this start-up division, which was eventually spun-off in a management buyout as an independent company (see COO MarketStance above).
1990 - 1997
Director of Market Research, Aetna Inc.
Applied analytical methods to solve market segmentation, profitability, and distribution challenges, particularly for life and LTD products. Applied scenario analysis techniques to identify key strategic risks in Aetna's transition from indemnity health products to managed health care.
1988 - 1990
Consultant, Center for Applied Research
Conducted strategic industry analyses for clients; managed primary data collection, research, data analysis and report writing.
1986 - 1988
Investment Services Officer, Connecticut Savings Bank
Principal account executive for the bank's retail investment accounts ($48 million in total assets).
Director of Telemarketing, Connecticut Savings Bank
Managed inbound and outbound telemarketing departments.
EDUCATION
MBA
Wharton School of Business, University of Pennsylvania
Decision Sciences
Ph.D.
Yale University
Philosophy
BA
California State University, Northridge
Major: Philosophy
Concentration: Biology
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