Jeannine S. Schroder – SVP, Client Solutions
Arnold Boecklin – Senior Program Director, Financial Services
R. Curtis Gilmore – Senior Program Director, Financial Services
Patty Dew – Senior Program Director, Technology, Healthcare, and Financial Services
Bob Palumbo – Senior Program Director, Technology
Marci Taylor – Senior Program Director
Eileen Bevens – Senior Program Director
Deb Ryan – Senior Program Director, Financial Services
Jeremy South – Senior Program Director
Jeannine S. Schroder
SVP, Client Solutions
(617) 462-8189
jeannine@anovaconsulting.com
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Jeannine joined Anova at its inception and continues to bring 25 years of client relationship management, business strategy, and sales experience to the firm. She has contributed in many areas, from participating in and leading the executive interview team to human resources, employee development, and client solutions. Today, Jeannine focuses on Anova’s employees, caring for their training, development, and other HR experiences. She also plays a key role on Anova’s marketing team, strategizing content for articles and podcasts as well as marketplace education webinars.
Prior to joining the firm, Jeannine was Director of Client Relationship Management for Authoria, Inc., a leading enterprise software provider. She also served as Assistant Vice President of Operations for American Finance Group, a lease financing and financial services institution.
Jeannine lives in the Greater Boston area with her husband and two children. In her free time, Jeannine offers mindfulness to varied learners, ranging from two-years-old to eighty-eight years old. She volunteers within the Brookline Public School systems teaching character curriculum, Understanding our Differences & Similarities. Jeannine enjoys cooking and keeping up with her friends and family.
Jeannine is a graduate of St. Michael’s College where she earned a BA in Modern Languages, with honors.
Arnold Boecklin
Senior Program Director, Financial Services
(207) 604-2861
arnold@anovaconsulting.com
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Arnold is a Senior Program Director for Anova’s investment management practice. He is responsible for gathering insights for Anova’s clients through in-depth interviews with institutional investors and consultants.
Prior to joining Anova, Arnold had a long and diverse career in the financial services industry. He was most recently a principal at STW Fixed Income Management in Santa Barbara, California and previously held management, marketing, and client service positions at ICMA Retirement Corporation
Arnold grew up in Delaware, Ohio and has three sons, a daughter and two grandchildren. In his free time, he enjoys swimming and fitness training. He also loves listening to music, a hobby that may have influenced his youngest son, who is a professional rock musician. Arnold is also a chili aficionado and a two-time participant in the F.X. Tolbert-Wick Fowler International Chili Cook-Off Championship, which is held in Terlingua, Texas each fall.
Arnold holds a BA in Business Administration from Hanover College.
R. Curtis Gilmore
Senior Program Director, Financial Services
(617) 694-6235
curt@anovaconsulting.com
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Curt conducts market research projects for Anova’s financial services and professional services clients. He is responsible for in-depth interviews with senior executives, consultants, and investment advisors across a broad spectrum of investment services and professional services firms. Clients include global investment managers, investment banks, financial services firms, and a diverse group of professional services firms.
Curt is a seasoned private wealth investment advisor experienced at portfolio analysis, asset allocation, and portfolio and performance reviews. He has 29 years of successful sales and marketing experience with investment and debt products and an in-depth knowledge of asset management and the capital markets.
Prior to joining Anova, Curt worked at Communications Capital Group, Washington Mutual, Imperial Capital Bank, American Commercial Finance, BankBoston, Sanford C. Bernstein & Co., and Winthrop Financial Associates.
Curt has an undergraduate degree from Middlebury College and an MBA with a concentration in finance and marketing from Babson College.
Patty Dew
Senior Program Director, Technology, Healthcare, and Financial Services
(508) 238-7664
patty@anovaconsulting.com
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Patty brings more than 15 years of experience in all phases of market research to her role as Senior Program Director for Anova’s technology, healthcare, and financial services clients.
Prior to joining Anova, as Principal of her own market research consulting firm, Patty’s clients included Fidelity, Sovereign Bank, Starfish LLC, and eHouse Studios. Prior to consulting, Patty held positions in consumer market research at Maybelline, Duracell, Gillette, Imagitas, and Dunkin’ Brands.
Patty has an MBA in Marketing from the Owen School of Management at Vanderbilt University and a BA in English from Wellesley College.
Bob Palumbo
Senior Program Director, Technology
(978) 618-6268
bob@anovaconsulting.com
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As a Senior Program Director, Bob is is responsible for gathering insights for Anova’stechnology clients through in-depth interviews with a variety of technology companies.
Bob brings deep technology experience to Anova, cumulated throughout a long and diverse career in the technology industry. Most recently, he was Vice-President of Product Management and Product Marketing at Progress Software Corporation. Prior to that, Bob held positions in Channel Management and Business Development. He has also worked at several emerging e-commerce and technology start-ups in General Management and Marketing positions as well as at Digital Equipment.
Bob grew up in greater Boston and he and his wife live in a Boston suburb. He received an MBA from Babson College and a BBA in Finance from the University of Massachusetts in Amherst.
Marci Taylor
Senior Program Director
(508) 904-5708
marci@anovaconsulting.com
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Marci brings more than 25 years of experience to Anova’s Senior Interviewing team, conducting market research projects in the financial services and technology space.
She has spent most of her career at Bain & Company, serving as both a Consultant and Strategy Practice Area Specialist. Marci was also the lead researcher for three business growth strategy books published by Bain & Company/Harvard Business School Press. She has worked across a range of industries, and has helped businesses and non-profit organizations operate efficiently and effectively. Marci’s focus is in growth strategy, marketing, cost reduction, and quality improvement.
Marci has two grown children and lives in the Boston area with her husband. She is an active volunteer in her community and enjoys playing tennis.
Marci graduated from Dartmouth College with a Bachelor of Arts degree in Economics and earned her M.B.A. at The Harvard Graduate School of Business Administration.
Eileen Bevens
Senior Program Director
(617) 771-4703
eileenb@anovaconsulting.com
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Eileen conducts market research and in-depth interviews with executives and consultants across a wide variety of financial services organizations.
Prior to joining Anova, Eileen was Director of Human Resources at Fidelity Investments for ten years where she was trained in organizational development and behavioral interviewing techniques. She also worked for the Fidelity Family Office as Director of HR for the Chief Executive and his family. Most recently Eileen worked as Director of Sales and Operations for a start-up personal care business where she was responsible for retail execution in the mass market. She has experience with B2B and B2C technology, sales, and operations.
Eileen lives on the South Shore of Boston with her husband and three children. In her free time, she enjoys running, reading, traveling and cooking with a specific interest in food as medicine for improving health.
Eileen holds a Bachelor of Arts degree in Psychology from The University of Massachusetts.
Deb Ryan
Senior Program Director
(508) 613-2025
deb@anovaconsulting.com
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Deb conducts market research projects for Anova’s financial services clients. She is responsible for in-depth interviews with senior executives and financial advisors across a broad spectrum of investment and retirement plan products.
With over 20 years of experience in the mutual fund and retirement industry, Deb has held leadership positions in Relationship Management, Project Management, and Product Development. She has collaborated with institutional clients to bring innovative solutions to their retirement products. In addition, she oversaw retirement operational areas including Sales Support, New Business Implementation, and Compliance.
Deb grew up all over the world as her father served in the U.S.A.F. She lives in the Boston area with her husband and son. In her free time, Deb is an active volunteer with Bible Study Fellowship and the Franklin Music Boosters. She also loves to paint, kayak, and ski.
Deb is PMP certified and is a graduate of Calvin University where she earned a BA in Political Science.
Jeremy South
Senior Program Director
(781) 362-4785
jeremy@anovaconsulting.com
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Jeremy is Senior Program Director for Anova’s financial services and technology clients. He conducts in-depth interviews with senior executives, technical consultants, and financial advisors to gain the distinctive insights required for Anova’s clients.
Prior to joining Anova, Jeremy had a long career as a senior manager and consultant in the IT industry, including for EDS, HP and DXC Technology, focusing on high-tech and financial services clients.
Jeremy is originally from the UK, is married with a son and a daughter, and lives in the Greater Boston area. He and his wife enjoy traveling and sampling cuisine from around the world, as well as fitness activities and writing.
Jeremy attended London University in the UK, where he obtained his Bachelor of Science honors degree in Mathematics with a particular focus on numerical analysis and computer science.