Experience and specialization
Founder / Managing Partner
AREAS OF SPECIALIZATION
Start-Ups / Advisory
Global Expansion / US Market Entry
Sales & Marketing Strategy
M&A / Funding
Prior to launching her consulting practice, Jackie served as Simmons Research’s Chief Client Officer. She was a member of the Senior Leadership team that re-established Simmons as a standalone company after its private equity acquisition from Experian. In her role she spear-headed the company’s client first strategy, running all of sales and client service and restructuring and training the team to focus on integrated and comprehensive client relationships. In her time with Simmons/Experian she also ran the custom research business, streamlining offerings, launching new products and driving considerable growth.
Prior to joining Simmons, Jackie was the Director of Product Development for Social Media and Text Analytics at J.D. Power and Associates where she focused on finding ways to highlight and integrate the value of social media and text analytics for clients.
She helped companies maximize the value of social media in their customer from both the marketing and service sides, designing a new way to measure customer satisfaction in social media interactions. That groundbreaking research won her an ARF Great Minds Award.
Before joining J.D. Power, Jackie held various roles at Forrester Research including leading their global consumer research group, Consumer Technographics, and consulting with clients as a Senior Analyst. As an award-winning expert in the field of consumer technology adoption, especially Millennials, she was cited in a variety of publications from The New York Times to The Wall Street Journal, online sources such as Mashable and ReadWriteWeb and contributed to the books, Marketing to Millennials and Groundswell. As an insights industry executive and innovative strategist, Jackie has spoken at and keynoted a number of industry events and lectured at a variety of universities including a current appointment at Boston University. She serves as the head of WIRe (Women in Research)’s Boston chapter and sits on the American Cancers Society’s Young Executive board. She holds an M.S from Boston University and a B.A. from Boston College.
AREAS OF SPECIALIZATION
Sales Strategy / Training
Product Strategy / Launch
Prior to ScaleHouse, Michael was the Vice President of Investments at Unison Investments, a family office making direct private equity investments in the lower middle market, focusing his efforts on consumer products companies. During this time, he also spent several months as interim CFO of portfolio company Zanoma, an e-commerce digital agency and marketing technology firm emphasizing the Amazon selling platform. Before Unison Michael spent nearly 5 years at Capital Research Partners & Co, a middle-market investment banking and corporate finance boutique providing strategic advice on a variety of M&A and private placement transactions across the capital structure. He was also a trader in the prime brokerage division at Celadon Financial Group, providing primary and co-coverage trading in multiple asset classes for hedge funds, family offices, and multinational banks. He began his career in New York as an analyst at BNP Paribas.
In addition to his role at ScaleHouse, Michael is a Director at Oberon Securities, a New York City based investment bank where he advises companies on buy and sell side M&A, raising institutional debt and equity capital, and other strategic advisory initiatives.
He graduated from Villanova University with a B.A. in Economics and has also passed Level 1 of the CFA exam.