Summary
Overview
Work History
Education
Interests
Timeline
Generic

Dennis REED II

Sudbury,MA

Summary

Experienced research professional prepared for role with expertise in data analysis, market research, and strategic insights. Strong focus on team collaboration and achieving results, reliable and adaptable to changing needs. Skilled in leveraging advanced analytical tools, interpreting complex data sets, and providing actionable recommendations to drive business success. Possesses keen attention to detail, strong critical thinking, and effective communication skills valued by employers.

Overview

23
23
years of professional experience

Work History

Sr. Research Analyst

Edgewater Research
06.2020 - Current
  • Optimized research methodologies, resulting in more accurate and timely findings.
  • Implemented and supervised market research projects from start to finish with focus groups, surveys and interviews.
  • Created visualizations to present research data and findings to stakeholders.
  • Developed and maintained research partnerships to expand knowledge and access to information.
  • Assembled reports and presentations to share insights and recommendations with stakeholders.
  • Prepared detailed reports summarizing research findings and recommendations for further action.
  • Conducted in-depth qualitative and quantitative research to identify trends and generate insights.
  • Optimized research methodologies through continuous improvement initiatives, enhancing overall process efficiency.

Account Executive - Middle Market Construction

Travelers Insurance
03.2017 - 03.2020
  • Produces and underwrites new & renewal business from agents & brokers in Tucson, AZ and Phoenix, AZ for Management Liability Lines for Construction Companies/Contractors. Writes lines for Workers Compensation, General Liability, Automobile, Umbrella, Property and Inland Marine.
  • Conducts face to face business marketing with insurance brokers, using financial and stock market analysis to determine the fitness of an account, meeting with and offering questions to public company executives about their business, analyzing insurance contracts, analyzing claims with attorneys, negotiating insurance terms and pricing, showing detailed file keeping and pride in their work.
  • Achieves budgeted financial results (premium, loss ratio, retention, commissions, pricing, new business, premium collection, and expense management) through execution of market segment strategies.
  • Facilitates cross-functional teams and partners to cross sell additional Travelers products and services.
  • Partners with inside & outside sales which includes direct responsibility for agency development and management within an assigned book of business.
  • Underwriting Professional Development Program Graduate (UPDP) – Construction.

Director, Platform Management - National Accounts

Travelers Insurance
01.2016 - 03.2017
  • Reporting directly to the Chief Sales Officer, responsibilities include identifying, managing, and implementing sales platforms to a field salesforce in excess of 100 sales professionals.
  • Collaborated with Enterprise Marketing to develop Social Selling Platform with LinkedIn Sales Navigator; managed implementation, training, accountability, and performance metrics of the initiative.
  • Partnered with Actuarial Leadership team to develop a Predictive Prospecting model to improve quote ratios on new business submissions.
  • Partnered with regional sales leadership to drive Predictive Prospect adoption, key-performance indicators, and develop best practices across field sales professionals.
  • Developed National Accounts industry sales strategy to drive best practices and commonalities across the field sales organization.

Manager, Enterprise Market Research

Travelers Insurance
09.2014 - 01.2016
  • Strategic Consulting, including business plan & sales strategy development.
  • Lead multiple business unit and enterprise wide strategic assessments, identifying and quantifying new growth opportunities and potential risks.
  • Developed internal relationships across cross-functional disciplines to ensure accuracy and impact of strategic initiatives.
  • Served as engagement lead for National Accounts; identifying key business priorities, strategic initiatives, and building relationships with National Accounts Leadership.
  • Managed team of Senior Analysts and Analysts, with responsibilities that include project management, career development, and overseeing the quality of the research produced.

Sr. Research Associate

KeyBanc Capital Markets
11.2013 - 10.2014
  • Worked as Senior Research Associate for Consumer Staples and Paper & Packaging Teams.
  • Assisted Senior Analyst with the initiation of 10 companies in Consumer Staples Including: CHD, RDEN, ENR, HELE, JAH, NWL, SBH, SMG, TUP, ULTA.
  • Conducted financial analysis and modeling with a focus on fundamental business drivers and valuation techniques.
  • Supported Senior Analyst for Paper & Packaging team with coverage of: ATR, BLL, BMS, CCK, GEF, IP, KS, MWV, MYE, OI, RKT, SEE, SLGN, SON.
  • Developed relationships internally with Sales & Trading staff and externally with C-Suite Executives at covered companies.

Research Associate, Partner

Cleveland Research Company
06.2006 - 08.2013
  • Developed extensive network of industry professionals through cold calls, networking, trade shows in semiconductor, PC hardware, and hard disk drive markets to perform bottoms up fundamental analysis of covered companies.
  • Managed relationships with industry executives, which has lead to multiple potential client engagements with at least 2 multinational semiconductor companies who are looking to use Cleveland Research’s research as market analysis tool.
  • Authored market research surveys and conducted detailed channel checks, through telephone, face-to-face meetings, and trade shows, in order to assess our covered companies' competitive positioning within select markets.

Research Associate

FTN Midwest Research
12.2005 - 06.2006

Internal Wholesaler

Armada Funds, National City Bank
11.2004 - 12.2005

Financial Advisor

Morgan Stanley
06.2002 - 11.2004

Education

Bachelor of Science - Sports Management

Ohio University
Athens, OH
06-2002

High School Diploma -

Culver Military Academy
Culver, IN
06-1998

Interests

  • Member of Nashawtuc Country Club, Concord, MA 2020 - Present, President of Golf & Greens Committee
  • Past member of Hartford Golf Club, Hartford, CT 2013 - 2020
  • Past member of Seville Golf and Country Club, Gilbert, AZ 2016 - 2020, Member of Greens Committee
  • Past member of Canterbury Golf Club, Cleveland, OH 2008 - 2013, Member of Greens Committee
  • Past member of Elyria Country Club, Elyria, OH 2006 - 2008

Timeline

Sr. Research Analyst

Edgewater Research
06.2020 - Current

Account Executive - Middle Market Construction

Travelers Insurance
03.2017 - 03.2020

Director, Platform Management - National Accounts

Travelers Insurance
01.2016 - 03.2017

Manager, Enterprise Market Research

Travelers Insurance
09.2014 - 01.2016

Sr. Research Associate

KeyBanc Capital Markets
11.2013 - 10.2014

Research Associate, Partner

Cleveland Research Company
06.2006 - 08.2013

Research Associate

FTN Midwest Research
12.2005 - 06.2006

Internal Wholesaler

Armada Funds, National City Bank
11.2004 - 12.2005

Financial Advisor

Morgan Stanley
06.2002 - 11.2004

Bachelor of Science - Sports Management

Ohio University

High School Diploma -

Culver Military Academy
Dennis REED II