Senior Research Analyst / Manager

Confidential

Highland Park, NJ ***** 201-***-****

********@*****.***

PROFILE: SENIOR RESEARCH ANALYST / MANAGER

Proven track record of providing thought leadership, designing research,

and developing whitepapers.

Solid history of leveraging strong analytical skills to collect data,

develop analysis, and provide through provoking insights into industry

sectors, service lines, and market trends. Accomplished in managing

multiple, complex projects simultaneously and consistently delivering those

projects on time and within budget. Strong financial acumen with Bachelor's

degree in economics and 10+ years of experience in finance and business

management fields. Effective collaborator skilled in working with executive

leadership, academia, and government agency representatives. Available for

relocation.

Endorsements include:

o "Tom was the lead on a very important initiative and performed his

research duties to very high standards. The project was a tremendous

success thanks to Tom's efforts, and we are now in the second year of an

annual, ongoing major benchmarking study." ~ Mark Williams, Project

Manager Financial Divisions, Robert Half International

o "He develops creative solutions to each challenge...he is a diligent and

detail-oriented project manager, and gets the job done on time and on

budget." ~ Bill Sinnett, Director of Research, Financial Executives

International

o "He is and has been instrumental in helping to sell sponsored research

reports and retain sponsors by effectively managing their research

projects and web casts." ~ Bonnie Rhodes, Director Partner Relations and

Development, Financial Executives International

Expertise in:

( Research Project Management ( Economic, Financial & Marketing

Analysis ( Online Research Methods

( Quantitative & Qualitative Research ( Research Methodologies &

Statistical Analyses ( Research & Survey Design

( Data Management & Analysis ( Project Planning, Budgeting &

Administration ( Client Management

Professional Experience

Confidential Inc. - Morristown, NJ 2008 - Present

Senior Associate, Research

Promoted from Research Associate in 2011 to provide thought leadership in

producing quantitative and qualitative research on finance, accounting, and

business management issues. Collaborate with senior-level finance

executives, corporate personnel, academia, and government agencies across

all organizational levels. Report to Senior Director, Research and VP of

Research and Accounting Policy. Manage project budgets ranging from $5K to

$30K each.

o Created new avenue to market and distribute FERF research products by

developing and launching FERF Research Blog that now generates average

of 385 page-views per month.

o Generated additional revenue by securing client add-on work due to

delivery of high quality reports.

o Published eight research publications annually on average for five

consecutive years.

NCG Energy Solutions Inc. - Perth Amboy, NJ 2006 - 2008

Quality Assurance Associate / Assistant Office Manager

Evaluated and managed response to inquiries and complaints. Analyzed

electric contract pricing and processing for accuracy. Reported to Business

Manager.

o Drove improvements in asset retention by developing and implementing

client retention program.

AXA Equitable Corp. - Secaucus, NJ 2001 - 2005

Senior Technical Specialist

Promoted from Client Service Representative in 2004 to review and respond

to customer complaints and SEC/NASD inquiries regarding broker sales

activity and annuity contracts. Reported to SVP, Annuity Services.

o Maintained customer satisfaction, while ensuring compliance with legal

obligations by resolving issues.

o Optimized customer service effectiveness by training new CSR staff on

policies and procedures.

Education

Rutgers University - Bachelor of Arts in Economics

Montclair State University - Bachelor of Arts in Psychology

LANGUAGE SKILLS & INTERNATIONAL EXPERIENCE

Portuguese - Conversational Proficiency

Spanish - Basic Proficiency

Well-traveled in South America with four-month trip to Brazil, Argentina,

Peru, Ecuador, and Venezuela.

Gained Asia Pacific experience with semester abroad in Geelong, Victoria,

Australia.

computer skills

Microsoft Office Suite: Word, Excel, PowerPoint, and Outlook

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