About Me - Short Overview

With 30+ years of experience helping companies—both large and small—navigate the complexities of customer acquisition and retention, I specialize in turning data into actionable insights. My expertise lies in identifying high-value customers, uncovering growth opportunities, and implementing strategies to prevent churn. By combining analytical rigor with a deep understanding of customer behavior, I help businesses optimize their marketing efforts and drive long-term success.

Key Career Highlights - Actions, Results

Led the marketing efforts of several large US financial institutions as they entered the Canadian marketplace to understand the subtleties of the country, including language issues and laws, privacy laws.
Worked extensively with Canadian Telecommunications and Financial Industry clients, as well as Retail and Home services companies to identify their existing customers who were about to move, creating opportunities to retain and cross or upsell those customers prior to their move.

What size(s) of businesses / organizations do you have experience with?

  • Start-ups
  • Small (<100 employees)
  • Medium (101-499 employees)
  • Large (500+ employees)

List the names of companies/organizations you have worked for and/or consulted for, regardless of size:

Rogers, Bell, Cogeco, Telus, Environics Analytics, Consumer Intelligence Group, Enercare, Home Depot, Lowes, Blinds-2-Go, Bed Bath & Beyond

Credentials - Degrees, Accreditations, Qualifications

BA - University of Toronto

What perspectives along the value chain do you have insights on, whether direct or indirect (stakeholder engagement), as an expert?

  • Government / Public Service
  • NGO / Charity
  • Other
Price