Consulting, Advising & Speaking

I am a broadly trained marketing researcher and behavioral scientist with expertise in research design, survey and experimental methods, digital marketing, and user research.

Expert Witness & Litigation Consulting

I serve as a subject-matter expert in commercial litigation related to consumer decision-making, marketing, and behavioral economics. I have worked on matters involving deceptive marketing, trademark infringement, consumer confusion, and survey methodology.

I am currently an affiliate expert with Analysis Group, where I have provided expert reports, deposition testimony, and litigation consulting support in federal and state court.

List of cases available upon request.

Startup & Industry Advising

I regularly advise startups and established firms on strategy, product research, marketing experiments, and consumer behavior. Example partnerships include:

• Flourish FI – Advisor on digital engagement and advertising for a SaaS platform promoting financial health.
• Aura Finance – Advisor on psychometrics, behavioral insights, and digital product testing for a money management platform.

Speaking Engagements & Webinars

I speak on behavioral science, marketing analytics, and AI in marketing research. I lead sessions for both academic and industry audiences, including:

• Marketing Science Institute (MSI) – Implications of financial mindfulness.
• Filene Research Institute – Gamification in financial services.
• FINRA – Developing an experimental mindset.
• Leaders on the Fast Track (LOFT) – Digital Marketing and Measurement.
• Academic Guest Lectures – Stanford University, University, Columbia Business School, Dartmouth Tuck School, and others.

If you're interested in research partnerships, consulting, or speaking opportunities, feel free to get in touch.