How I can help you

Diverse background in moderating, facilitating, process improvement, finance, accounting, budgeting and forecasting, across the following industries: pharmaceuticals, manufacturing and financial services.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Sales, Marketing & Public Relations

Industry Experience
  • Professional & Business Services



NOVEL AGENT CONSULTING, LLC, Ambler, PA 2010 to Present Owner (Qualitative Research) Manages and conducts qualitative marketing research projects for the pharmaceutical, healthcare and consumer product industries, on both the domestic and international scale. Guide clients in leveraging research findings in order to optimize product performance and marketing decision-making. Responsible for all phases of qualitative research projects (selling, proposals, recruitment, moderating, analysis, reporting and presentations). • Utilize qualitative research methodologies such as product concept testing, positioning, message testing, creative concept testing, detail aid testing, sales call testing, shop-a-longs, war gaming, brand identity/personification and landscape assessment, as well as a variety of projective techniques in his qualitative “toolbox”.

TVG, Inc., Dresher, PA 2005 – 2010 Executive Director (Qualitative Research) Assisted clients in leveraging research findings in order to optimize product performance and marketing decision-making. Responsible for all phases of qualitative research projects (selling, proposals, moderating and reporting). Conduct qualitative marketing research projects for clients in the pharmaceutical and healthcare industries, with U.S. and worldwide target audiences. • Identify effective product strategies and positioning among the appropriate target healthcare provider, patient and managed care audiences. • Utilize War Games (competitive simulations) methodology to optimize targeted promotional materials. • Delve into emotional insights using brand character development and other projective techniques. • Gauge receptivity and impact of creative concepts, messages and sales aids for pre-launch, new and mature products. • Coordinate and manage global projects in EU, Asia, South America, Mexico, Canada and Australia.

BARRY DAVIS, Philadelphia, PA 2002 - 2004 Qualitative Research Consultant/Systems Consultant Moderated focus groups for clients in various industries. Facilitated meetings, brainstorming and process improvement sessions. Developed and improved marketing and financial systems. • Supervised and performed telephone interviews for 2004 Presidential and Congressional political campaigns. • Implemented PC-based systems for clients in pharmaceutical, high technology and manufacturing industries.

COLONIAL PENN, Philadelphia, PA 1998 - 2002 Direct marketing insurance company, with over $90 billion in managed assets. Director, Marketing Analysis and Financial Planning Performed marketing analysis, forecasting and financial planning. • Analyzed and presented Monthly Financial Performance to senior management. • Tracked the profitability and success of television, direct mail and telemarketing campaigns. • Facilitated process improvement teams through Conseco “Step-Up” Program (similar to G.E. Workout). (Special Assignment) Black Belt, Six Sigma/Process Excellence Process improvement project manager accountable for customer-focused process improvements.

SMITHKLINE BEECHAM PHARMACEUTICALS, Philadelphia, PA 1991 - 1997 Fortune 100 global supplier of pharmaceutical and consumer products. Marketing Finance Manager Performed financial planning, analysis, and forecasting. • Managed $2 billion annual budgets and quarterly forecasts. • Reported and presented quarterly performance reports to finance, sales and marketing management. • Instrumental in the financial forecasting and tracking of new pharmaceutical and OTC product launches.

BARRY DAVIS, Boston, MA/Philadelphia, PA 1988 - 1991 Independent Financial Consultant Designed and implemented PC-based financial and accounting systems for clients in pharmaceutical, high technology, manufacturing and financial services industries. • Enhanced marketing, planning and forecasting systems of new pharmaceutical company.

COOPERS AND LYBRAND, Boston, MA 1984 - 1988 Major C.P.A./Consulting firm. Manager of Financial Analysis Responsible for analysis, budgeting and forecasting of financial performance. • Consolidated and reported monthly financial results to managing partners. • Managed and coordinated annual budget process on regional and national basis. • Performed strategic planning and carried out special projects for regional managing partners.

BOSTON FINANCIAL DATA SERVICES, INC., Quincy, MA 1982 - 1984 Financial services subsidiary of State Street Bank, largest custodian of mutual funds in the U.S. Senior Financial Analyst Performed financial analysis, budgeting and computer systems management. • Analyzed, consolidated and reported monthly financial results of company and its subsidiaries. • Prepared and managed annual corporate budget. • Presented quarterly mutual fund profitability report to senior management and board of directors.

SALA MAGNETICS, INC., Cambridge, MA 1979 - 1982 Designer and manufacturer of magnetic filtration equipment for use in water treatment plants, worldwide. Financial Analyst/Cost Accountant Performed financial and cost analysis, reporting and accounting, for a subsidiary of Allis-Chalmers Corporation.



B.S., Business, NORTHEASTERN UNIVERSITY, Boston, MA (June, 1980) Concentration in Accounting, Honors: Dean’s List

Graduate of RIVA Institute (leading resource of qualitative moderator training)

Communication Methods

  • In Person