Steve is a senior director in the Cogent Syndicated financial services division, where he directs affluent investor research and consulting. He has more than 30 years of experience in marketing research and consulting, and more than 15 years in financial services including investment banks, mutual funds, retail and commercial banks, and credit unions. He brings in-depth market research (qualitative, quantitative and mixed method) and strategic marketing experience from a wide range of industries. In addition to running his award-winning research consulting firm for many years prior to joining Escalent, Steve headed market research and customer insights for AutoZone. He has also held the positions of senior manager of brand marketing, research for The Holiday Corporation (Holiday Inns) and its spin-off, Promus Companies (Hampton Inn, Embassy Suites, Homewood Suites and Harrah’s Entertainment), as well as executive associate and client manager with Gallup and vice president and director of market research for Cliff Davis Associates, a national strategic business planning consulting firm specializing in financial services. Steve holds a master’s degree in communication from The University of Memphis and a BBA in marketing management from Ole Miss, and has completed coursework in the master of market research program at UGA.
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