Jim joined the Chadwick Martin Bailey team in 2006 as the Practice Leader for CMB's Financial Services team. He arrives from Bank of America having spent the last eight years applying a variety of research techniques to drive business results in the Retail Banking, Small Business Banking, and Wealth Management businesses.

Jim specializes in delivering:

• Loyalty programs that yield both actionable findings to front-line staff and strategic direction to senior management
• Brand health monitoring that quantifies market perceptions, highlights leverageable brand strengths, and focuses on actions that can be undertaken to shore up perceived weaknesses
• Advisory panels that reduce research costs and turnaround time while also providing greater access to hard-to-reach populations
• Segmentation schemes that focus on current (and potential) high value customers and support marketing communications and brand/product development

Jim earned both his B.S. and his M.B.A. from Babson College.