Who We Are
A diverse group of professionals who can serve as force multipliers to help you strategize, plan, and execute. Experience that eliminates getting-up-to-speed, can help avoid “going down rabbit holes,” and lets you proceed with confidence as they work with existing personnel.
business strategy & planning
marketing programs
organizational dynamics
revenue operations
go-to-market strategy
marketing strategy
product strategy & development
distribution
business operations
data analysis & management
sales and marketing reporting
actionable insights
holistic technology planning
sales & marketing systems
eCommerce optimization
brand messaging
content strategy & execution
B-2-B copy
strategic media planning
high-performing campaigns
program and spend analysis
market research
proprietary thought leadership
concept validation
David Master
David Master is a 30+ year veteran of the asset management business, most recently having served as the Global Chief Marketing Officer of Janus Henderson Investors. Prior to that he was in various executive roles at Legg Mason, Prudential Financial, Chase Manhattan Bank, and Bank of New England, as well as having spent over a decade consulting to numerous asset managers, banks, and insurance companies. He specializes in business strategy, organizational change, strategic and tactical marketing, and marketing technology. Over the course of his career, Dave has been intimately involved in many new product developments and roll-outs, re-invigorating numerous organizations, launching numerous award-winning marketing programs and initiatives, fomenting digital change, building and presenting strategic plans and helping groups rethink how work is conducted. Dave has an AB from Dartmouth College and an MBA from Yale University.
Stephen Diorio
Stephen specializes in go-to-market strategies and revenue operations. He is the Managing Director of The Revenue Enablement Institute and an established authority on go-to-market strategy, commercial transformation, integrated sales and marketing programs, and revenue operations. He has over 30 years of experience helping CEOs, Boards, CMOs, CROs, and CFOs create new growth and enterprise value by improving their return on growth assets (data, technology, content, and people) and reallocating marketing and sales resources to strategies that grow profits and firm value. He has worked with over 100 leading brands, has been heavily involved with the Forbes Marketing Accountability Initiative and published numerous research reports and books, including “Revenue Operations: A New Way to Align Sales and Marketing, Monetize Data, and Ignite Growth (Wiley)”, “Beyond e: 12 Ways Technology Will Transform Sales & Marketing Strategy (McGraw-Hill)”, and many others. He holds an undergraduate degree from Bucknell University and a Masters in Marketing and Finance from the University of Chicago's Booth School of Business.
Rob Kenyon
Rob has three decades of experience in the investment management industry, focusing on driving growth, with oversight responsibilities for operations, distribution, and product strategy & development. As a leader in global organizations, he has spearheaded numerous strategic initiatives to better service investors. Prior to his current activities advising firms such as Vontobel Asset Management, Strive Asset Management, Opalvest and many others on their business operations, capital raises, and go-to-market strategies, Rob was the COO of Perpetual Limited in the U.S., responsible all key infrastructure, personnel, products, and vehicles. In previous roles, he has worked for Allianz Global Investors, Nuveen, and Van Kampen, and launched over 100+ investment vehicles across both traditional and alternative strategies with across numerous product wrappers.
Neeraj Arora
With over 20 years of leadership experience across Asset Management, Consumer Finance, Insurance, Consulting, and Advertising, Neeraj is at the forefront of data-driven decision-making. He has successfully led diverse teams of data scientists, business analysts, and visualization specialists in top firms, including Invesco, AIG, Citigroup, Capital One, and Farmers Insurance.
Now as the founder of Aggrani Consulting, he brings unparalleled expertise in guiding organizations through transformative change. His passion for fostering a data-centric culture has resulted in measurable outcomes, including actionable sales and marketing insights, optimized pricing strategies, and enhanced resource allocation. With a passion for unlocking long-term customer value with innovative solutions, Neeraj can help you to turn your data into a strategic asset for growth and success!
Alex Gorelik
Alex brings deep expertise in digital media, eCommerce, and product management. As VP of Product at Media News Group, he drove audience targeting and segmentation strategies across a vast network of publications, enhancing engagement and revenue. At CenterStone Technologies he built a B2B platform for the outdoor industry and developed a depth of Social Marketing strategy expertise at iggli, a social media startup connecting people around live events. Most recently, he ran Digital Platforms / Sales & Marketing Analytics at Janus Henderson Investors, a top 100 global asset Manager. As Founder and President of mpaqt, Alex focuses on optimizing eCommerce operations, including fulfillment strategies, sales platform and shipping integrations.
John Fatteross
An accomplished brand messaging guru, content strategist, and senior B2B copywriter, John has been creating results-producing corporate and marcom strategies and solutions for over 30 years. For clients in industries ranging from financial services to technology to healthcare/pharma and more, he has produced creative and copywriting solutions in online, broadcast, and print media, including brand and corporate communications, social media, web content, collateral, advertising, direct marketing, and other tactics. John has earned numerous industry awards, including The Ad Club Gold Award, the American Marketing Association Gold Spire Award, CADC Excellence Award, the Andy, and the One Show.
Terry McGrath
Terry has over 25 years of experience across many different business categories. Realizing a void in the market for executive-level Strategic Media Planning services to drive measurable results, Terry established T1 Media, LLC in 2001. Prior to this, she served as Founding Partner, President, and Executive Vice President at PGR Media, building one of the largest and most respected, independent media agencies in the U.S – twice recognized by Inc. Magazine’s INC 500 Award. She previously worked at Hill Holliday in Boston and at Young & Rubicam in New York. Her vast client experience and training in the ‘art and science’ of Strategic Media Planning enables her to deliver unparalleled, measurable creative solutions. Recognized by FCS and Gramercy Institute for award-winning campaign performance multiple times.
Jim Neuwirth
Jim is the founder of 8 Acre Perspective. His mission is to provide value-add strategic research to the financial services industry that positively impacts business results. He advises clients across a range of sectors including asset management, wealth management, banking, insurance, payments, fintech, and workplace benefits, supporting their growth and transformation initiatives. Prior to starting 8 Acre in 2013, Jim led a large global research firm and was President and Founder of Neuwirth Research Inc., a leader in financial services marketing research. He also has significant client-side experience, having held senior research roles at Bankers Trust Private Bank, Fidelity Investments and Scudder Funds. Jim has a BA in economics from Brandeis University. and has been a guest lecturer at Columbia Business School for both qualitative and quantitative research.