Industry Experience

Industry Experience


From my expertise in consumer behavior, digital marketing and consumer finance, I provide subject-matter expertise, marketing research, and marketing analytics with a focus on consumer finances and technology. Past clients and partners range from startups to multinationals, and require the use of research methods as varied as data scraping, survey design, ad copy testing, psychometric development, conjoint measurement and analysis, and predictive analytics.

Subject-matter expertise

I have conducted research, deposed and testified for state and federal court, on matters about misleading advertising, trademark, and consumer confusion. I am currently an affiliate at the Analysis Group (profile).

List of cases is available upon request.

Startup advising

Flourish FI

  • Financial engagement solution platform (SaaS)
  • Advisor on digital advertising, and consumer behavior

Aura Finance

  • Money management platform
  • Advisor on marketing research, psychometrics and consumer behavior

Sample academic/industry Partnerships


  • Money management platform offered as employee benefit
  • Developed a concentration metric to evaluate the relative effectiveness of the "debt snowball" repayment strategy
  • Academic article published in Journal of Consumer Research. Findings discussed in over 40 media outlets

  • Fitness reward platform (i.e., pays to exercise)
  • Targeted population for commercial panel, and conducted concept tests and surveys for new fitness-oriented credit card product and wellness membership that includes life insurance

Sample Projects

Aura Finance

Development of a psychometric instrument for grouping visitors to "money mindsets" for customer acquisition.
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Flourish Fi

Improving account creation conversions following app-install campaigns leads for a prized-linked savings app.
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Panel recruitment and conjoint design and analysis for a subscription service.
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