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Financial Intelligence is part of the Business Intelligence Division of Informa PLC

This is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

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Meet the specialists

Market experts around the globe

Financial intelligence expertise

Expertise across the markets

Many of our analysts are ex-market and have the knowledge, experience and contacts to ensure an unbiased in-depth take spanning financial markets
Financial intelligence experience

Experience you can rely on

With hundreds of years combined experience, our specialists provide insight you can trust
Financial intelligence analysis

Best in class analysis

We take pride in independent, thorough and transparent analysis

Senior Leadership Team

Management

Craig Woodward

President of Financial Vertical

Massachusetts , USA

Craig Woodward, Global Head of Sales and Client Services

Craig Specialises in

  • Customer ExperienceEngagementLoyalty
  • FundFlows
  • Benchmarking
  • InvestmentAnalysis

+ 26 years experience

Full profile
Management

Chuck Miwa

Head of Retail and Consumer Banking, Financial Intelligence

California , USA

Chuck Miwa, Head of Retail and Consumer Banking, Headshot

Chuck Specialises in

  • Customer ExperienceEngagementLoyalty
  • RetailBankingProducts
  • RetailLending
  • Benchmarking

+ 32 years experience

Full profile
Management

Jennifer Rossum

Chief of Staff

Massachusetts , USA

Jennifer Rossum, Director of Product Management, Headshot

Jennifer Specialises in

  • RetailBankingProducts
  • Customer ExperienceEngagementLoyalty
  • MoneyMarketFunds

+ 21 years experience

Full profile
Management

Sandra Palumbo-Aldi

Head of Marketing

New York , USA

Sandra Palumbo-Aldi, Acting Head of Marketing, Headshot

Sandra Specialises in

  • Customer ExperienceEngagementLoyalty

+ 21 years experience

Full profile
Management

Holly Meacham

Head of Americas Sales for Financial Intelligence

Illinois , USA

Holly Meacham, Head of Americas Sales for Financial Intelligence, Headshot

Holly Specialises in

  • RetailBankingProducts
  • Customer ExperienceEngagementLoyalty
  • MoneyMarketFunds
  • Benchmarking
  • Credit

+ 24 years experience

Full profile
Management

Margaret Gagnon

Finance Director, Financial Intelligence

Massachusetts , USA

Margaret Gagnon, Finance Director, Headshot

Margaret Specialises in

+ 29 years experience

Full profile
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Competitive product research areas

Management

John Sayre

Management, Vice President Client Success

Texas, USA

John Sayre

John specializes in

  • Retail Banking Products
  • Retail Lending

+31 year(s) experience

Profile
Management

Brad Browning

Management, President of ICON Advisory Group

Texas, USA

Brad Browning

Brad specializes in

  • Retail Banking Products
  • Customer Experience/Engagement/Loyalty
  • Money Market Funds
  • Retail Lending

+30 year(s) experience

Profile

Michelle Gaertner

Global Head of Partnerships & Alliances

USA

Michelle Gaertner

+26 year(s) experience

Profile
See all 8 Specialists See Less Specialists

Investment Analysis & Reporting

Analyst

Ken Jaques

Analyst, Manager NY credit & derivatives

USA

Ken Jaques

Ken specializes in

  • Credit

+47 year(s) experience

Profile
Editor

Andrew Perrin

Editor, Head of Credit, Europe

UK

Andrew Perrin

Andrew specializes in

  • Credit

+28 year(s) experience

Profile
Analyst

Andrea Johnson

Analyst, Senior Analyst

USA

Andrea Johnson

Andrea specializes in

  • Credit

+27 year(s) experience

Profile
See all 19 Specialists See Less Specialists

Licensing & Media Partnerships

Management

Chuck Miwa

Management, Head of Retail and Consumer Banking, Financial Intelligence

California, USA

Chuck Miwa

Chuck specializes in

  • Customer Experience/Engagement/Loyalty
  • Retail Banking Products
  • Retail Lending
  • Benchmarking

+32 year(s) experience

Profile
Management

Craig Woodward

Management, President of Financial Vertical

Massachusetts, USA

Craig Woodward

Craig specializes in

  • Customer Experience/Engagement/Loyalty
  • Fund Flows
  • Benchmarking
  • Investment Analysis

+26 year(s) experience

Profile
Management

Holly Meacham

Management, Head of Americas Sales for Financial Intelligence

Illinois, USA

Holly Meacham

Holly specializes in

  • Retail Banking Products
  • Customer Experience/Engagement/Loyalty
  • Money Market Funds
  • Benchmarking
  • Credit

+24 year(s) experience

Profile
See all 3 Specialists See Less Specialists

Market Data & Insight

Analyst

Ken Jaques

Analyst, Manager NY credit & derivatives

USA

Ken Jaques

Ken specializes in

  • Credit

+47 year(s) experience

Profile
Management

Chuck Miwa

Management, Head of Retail and Consumer Banking, Financial Intelligence

California, USA

Chuck Miwa

Chuck specializes in

  • Customer Experience/Engagement/Loyalty
  • Retail Banking Products
  • Retail Lending
  • Benchmarking

+32 year(s) experience

Profile
Management

John Sayre

Management, Vice President Client Success

Texas, USA

John Sayre

John specializes in

  • Retail Banking Products
  • Retail Lending

+31 year(s) experience

Profile
See all 31 Specialists See Less Specialists

Market Research

Analyst

Susan Hines

Analyst, Manager, Experience Research

California, USA

Susan Hines

+33 year(s) experience

Profile
Management

Chuck Miwa

Management, Head of Retail and Consumer Banking, Financial Intelligence

California, USA

Chuck Miwa

Chuck specializes in

  • Customer Experience/Engagement/Loyalty
  • Retail Banking Products
  • Retail Lending
  • Benchmarking

+32 year(s) experience

Profile
Management

John Sayre

Management, Vice President Client Success

Texas, USA

John Sayre

John specializes in

  • Retail Banking Products
  • Retail Lending

+31 year(s) experience

Profile
See all 20 Specialists See Less Specialists

Portfolio Performance

Management

Craig Woodward

Management, President of Financial Vertical

Massachusetts, USA

Craig Woodward

Craig specializes in

  • Customer Experience/Engagement/Loyalty
  • Fund Flows
  • Benchmarking
  • Investment Analysis

+26 year(s) experience

Profile
Management

Holly Meacham

Management, Head of Americas Sales for Financial Intelligence

Illinois, USA

Holly Meacham

Holly specializes in

  • Retail Banking Products
  • Customer Experience/Engagement/Loyalty
  • Money Market Funds
  • Benchmarking
  • Credit

+24 year(s) experience

Profile
Analyst

Marnie Owen

Analyst, Global Head of Technical Analysis

USA

Marnie Owen

Marnie specializes in

  • Rates and FX

+23 year(s) experience

Profile
See all 9 Specialists See Less Specialists