Michelle Ammirati is an Analyst for Healthcare Monitor. Previously, Michelle worked on Bank, Credit Card and Small Business Card Monitor products. In addition to her core responsibilities, Michelle has contributed to the Trends & Highlights blog series and created the bi-annual Credit Card Product Update.
Michelle AmmiratiAnalyst, Small Business Card Monitor and Healthcare Monitor
Alisson AndradeSenior Analyst, Consulting Services
Alisson Andrade is a Senior Analyst on the Consulting Services team. Previously, she was the head of Corporate Insight’s Annuity Monitor and Life Insurance Monitor services. In 2005, she joined the firm as an intern while studying at Baruch College. After graduating with a BA in Finance and Investments and a minor in Psychology, she joined the company full time as an Analyst on the Bank Monitor and Credit Card Monitor teams. In 2011, Alisson was promoted to the role of Senior Analyst and led the re-launch of Small Business Card Monitor. Her research has been featured in the ABA Banking Journal and she has been quoted in various publications including the Wall Street Journal.
Meredith BartholdAnalyst, Credit Card and Small Business Card Monitors
Meredith Barthold is an Analyst leading the research for Credit Card Monitor and Small Business Card Monitor products. Previously, Meredith worked on Corporate Insight’s Bank Monitor. She has conducted extensive research on the credit card industry, examining the online platforms, customer service capabilities, social media marketing and technological tools offered to prospects, customers and financial professionals. In addition to weekly and monthly reports, Meredith authors Corporate Insight’s monthly Trends & Highlights blog series and produces a bi-annual Credit Card Product Update. Meredith graduated from Colgate University in 2015 with a B.A. in chemistry and has been a member of the Credit Card Monitor team since 2015.
Erica BensoussanSenior Analyst, Consulting Services
Erica Bensoussan is a Senior Analyst on the Consulting Services team. She joined the firm in 2001 as a Monitor team analyst tracking the bank and brokerage industries. As a member of the Consulting Services team, Erica has managed numerous custom research projects across a wide range of topics including account opening, online security, financial wellness, automated phone systems, ATM design and more. She has also led Corporate Insight’s Audit benchmarking engagements for clients in the retirement and banking industries. Erica holds a B.A. in Communications and Commerce from the University of Pennsylvania.
Matthew EschmannProject Manager, Consulting Services and Mobile Monitor
Matthew Eschmann is a Project Manager on Corporate Insight’s Consulting Services team and lead analyst on Mobile Monitor. He joined the firm in 2011 as a member of the Bank/Credit Card Monitor team and published research on such topics as online account applications, co-branded airline credit cards and online dispute tools. In March of 2013, Matthew joined the Consulting Services team where he began researching the impact of Millennials on the financial services industry. He was one of the lead authors of the April 2014 study The Millennial Shift: Financial Services and the Digital Generation. His research has been cited in such publications as American Banker, Bloomberg and MarketWatch.
In addition to his focus on Millennials, Matthew is one of the firm’s leading user researchers and has ran usability tests for banks, insurers and brokerages firms. He has also participated in a variety of projects on such topics as gamification in the brokerage industry, trend analysis, online and mobile alerts, private site security and Spanish-language site offerings.
Erika FazekasSenior Analyst, Advisor Monitor and Mutual Fund Monitor
Erika Fazekas is the Senior Analyst and head of Corporate Insight’s Advisor Monitor and Mutual Fund Monitor research services. She has performed extensive research on the asset management industry, with close attention being given to reviewing online platforms that cater to both investors and financial professionals. Each month she contributes to the Thought Leadership Insights blog series that captures leading economic issues. Erika has a passion for usability and design theory, and uses this framework as a lens in much of her research.
She received her M.A in Counseling from Montclair State University in 2014 and opted to pursue a career in research, ultimately starting her tenure at Corporate Insight shortly thereafter.
Johanna HifeProject Manager, Consulting Services
Johanna Hife is a Project Manager on the Consulting Services team. She has managed custom research projects on marketing collateral best practices, document management capabilities, account aggregation services and financial products for people with disabilities. She also led the development of Audits for the asset management and healthcare industries. She currently manages our Digital Health Trends & Insights reports series, as well as our Consulting Insights newsletter, and has contributed to our Next-Generation Investing 2015 study and Brokerage Website and Mobile Brokerage Audit services. Johanna joined the firm in June 2015, shortly after earning her M.S. in Global Affairs from NYU.
Javonni JuddAnalyst, Bank Monitor
Javonni Judd is the Analyst for CI’s Bank Monitor research service. She conducts research on the retail banking and credit card industries, examining the digital platforms, products landscape, customer service capabilities, social media marketing and financial wellness tools offered to prospects, customers and financial professionals. Javonni graduated from Columbia University with a B.A. in Economics and Philosophy and has been a member of the Bank Monitor and Credit Card Monitor teams since 2014.
Joan KaganSenior Analyst, Annuity Monitor and Life Insurance Monitor
Joan Kagan is the Senior Analyst for Corporate Insight’s Annuity Monitor and Life Insurance Monitor research services. She has conducted extensive research on the annuity and life insurance industries, examining the online platforms, customer service capabilities, social media marketing and technological tools offered to prospects, clients and financial professionals. Joan’s research has been featured in publications including InvestmentNews and Financial Advisor magazine.
Joan graduated cum laude from New York University in 2013 and has been a member of the Annuity Monitor and Life Insurance Monitor team since 2014.
Sean McDermottProject Manager, Consulting Services
Sean McDermott leads Corporate Insight’s research on financial technology (fintech) companies, monitoring dozens of investment- and personal finance-related startups. He was the primary author of the firm’s most recent study on this topic, Next-Generation Investing 2015: Digital Advice Matures, and his analysis has been quoted by Barron’s, NPR, Bloomberg, InvestmentNews and several other industry publications. In addition to his fintech research, Sean was one of the lead authors of the April 2014 study The Millennial Shift: Financial Services and the Digital Generation and the May 2015 study The Changing Face of Financial Advice: 2015 and Beyond. Sean has also led custom engagements for several of the firm’s clients on such topics as emerging financial services industry trends, mobile finance, gamification, and innovative user authentication and security techniques. Sean holds a B.A. in Philosophy from Lafayette College.
Lauren RoncevicSenior Analyst, Property & Casualty Insurance Monitor
Lauren Roncevic is a Senior Analyst for Corporate Insight’s Property & Casualty Insurance Monitor service. She has performed extensive research on the P&C insurance user experience for both prospects and clients. Lauren has written a variety of reports examining topics such as policy servicing, bill pay, quote tools, claims and more. She is currently researching the telematics services offered by leading auto insurers.
Lauren graduated from The George Washington University in 2010 and joined Corporate Insight in 2011, where she began her career with the Annuity and Life Insurance Monitor teams which focuses on the online capabilities providers offer prospects, clients and financial advisors.
Silviya SimeonovaProject Manager, Consulting Services
Silviya Simeonova is a Consulting Services Project Manager and leads Corporate Insight’s quantitative research, managing the survey work that helps inform much of the firm’s proprietary research and special studies. She has co-authored multiple reports investigating the preferences of retirement plan participants, investors and financial advisors, including The Changing Face of Financial Advice: 2015 and Beyond. She has been quoted in such publications as Investment News, The Washington Post and Financial Advisor. Silviya also manages Corporate Insight’s active trader-focused research, helping clients gain a deep understanding of the active trader landscape in terms of platform capabilities and overall customer experience.
Silviya graduated from Bowdoin College in 2011 with a double major in Mathematics and Economics. She joined Corporate Insight’s team in 2012.
Jackie ShroyerAnalyst, Broker and e-Monitor
Jackie Shroyer is the Analyst for Corporate Insight’s e-Monitor and Broker Monitor research services. She has conducted extensive research in the brokerage industry, examining the online platforms, customer service capabilities and innovative technological features that leading firms offer current and prospective clients. In addition, Jackie has authored several blog posts on recent startups and innovative trends in the brokerage space. She also contributed to Corporate Insight’s The Looming Problems with Retirement Planners whitepaper published in June, 2016 which analyzes the results of retirement income projection tools offered by 12 institutions. Jackie graduated from Bucknell University in 2015 with B.A. in Economics and Geography and has been a member of the e-Monitor and Broker Monitor teams since August, 2015.
Andrew WaySenior Analyst, Retirement Plan Monitor and RPM-Institutional
Andrew Way heads the Retirement group at Corporate Insight which consists of the Retirement Plan Monitor and Retirement Plan Monitor – Institutional research services. He has conducted extensive research on the retirement, brokerage and insurance industries during his time at Corporate Insight, examining the online platforms and technological innovations leading firms offer clients, prospects and financial professionals. He has been quoted in numerous financial and retirement publications, including PLANSPONSOR, 401k Wire, Fund Action, Money Management Intelligence and Ignites. Andrew graduated from Binghamton University in 2010 and has been a member of the Corporate Insight team since January of 2011.