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You Compete.
We Make You More Competitive.
SALES AND CLIENT RETENTION RESEARCH AND INTELLIGENCE
Customers
"In
a competitive marketplace, insights around strengths and
weaknesses are critical to successful business development and
sales efforts. Working with Anova on Win / Loss Analysis
over the last several years has definitely contributed to our
ability to be successful by enabling our organization to
effectively address, formulate, and execute on improving what we
do."
- Sean Cosgrove
Managing Director
Charles Schwab
Senior Interviewers
Jeannine S. Kulsick
Director of Market Research
(617) 462-8189
Network: 
With 15 years of client relationship management and sales experience, Jeannine oversees the interviewing staff and is responsible for training, coordination of weekly client communications, and conducting executive interviews on client projects. She also leads all Human Capital Management engagements for Anova.
Prior to joining Anova, Jeannine was director of client relationship management for Authoria, Inc., a leading talent management 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 young children. She grew up one of seven and enjoys spending time with her growing extended family of nieces and nephews. In her free time, Jeannine serves on the executive board of her children’s school and volunteers with local non-profits including Dress for Success and Operation Linus. She also enjoys cooking and running.
Jeannine is a graduate of St. Michael’s College where she received a BA in Modern Languages, with honors.
Lisa R. Reibstein
Financial Services Practice Leader
(617) 916-9348
lisa@theanovagroup.com
Network:
Lisa manages market research projects for Anova’s financial services clients. She has more than 25 years of experience in the financial services industry, having compiled business, market and industry intelligence on companies in the retirement plan services, financial advisor, investment management and trustee/custodian bank sectors.
Prior to joining Anova, Lisa served as an executive interviewer at Chatham Partners. In that capacity, she was responsible for managing day-to-day relations with several leading clients, as well as conducting in-depth qualitative and quantitative interviews with senior level executives at client firms. Earlier in her career, Lisa spent seven years at the Division of Public Employee Retirement Administration for the Commonwealth of Massachusetts where she served as the director of the Pension Investment Advisory Unit – a position that focused on assuring the protection of retirement benefits for state employees and their families. In that role, she was responsible for the oversight, guidance, monitoring and regulation of investment activities being undertaken by the 106 Massachusetts Public Employee Retirement Systems, their fiduciaries, and their service providers. Among other things, this entailed crafting and enforcing public pension policy and appearing before legislative committees to provide expert testimony on pension plan issues, plan administration, investments and financial markets. Lisa began her career by holding various positions with Neuberger and Berman, Lehman Brothers Kuhn Loeb and L.F. Rothschild and Co.
Originally from New York, Lisa is now an avid Boston sports fan. She lives in the Greater Boston area with her husband and two children and enjoys running and bike riding. In her free time, she pursues her interest in genealogy and is currently researching and documenting her “family tree.”
Lisa earned both a BA in Economics and an MBA from Boston University, both with honors.
Sarah
S. DeFreitas
Executive Interviewer
(617) 462-8189
Network:
Sarah 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.
Prior to joining Anova, Sarah served as a consultant to start-up companies, helping founders manage the process from idea to launch. Sarah has over 15 years of experience with various insurance, direct marketing and telecommunications companies where she has created and executed detailed business plans and analyzed new business opportunities. She was most recently at Time Warner Cable, where she was responsible for ten-year strategic plans and valuations for multi-billion dollar acquisitions and strategic joint ventures.
Sarah grew up in Connecticut and lives with her husband and three daughters in a suburb of Boston. In her free time, she is an active volunteer in her community and her children’s schools and she enjoys working in her yard and gardens.
Sarah received a BA in Mathematics with honors from Bowdoin College and an MBA in Finance from New York University’s Leonard N. Stern School of Business.
Amy Healey
Executive Interviewer
(617) 462-8189
Network:
Amy conducts market research projects for Anova’s Human Capital Management
and technology clients. She is responsible for in-depth interviews with
senior executives.
Amy has over 10 years of experience working in the Human Resource consulting
industry. Prior to joining Anova, Amy was a Senior Product Consultant at
Peopleclick Authoria, Inc., a leading talent management software provider.
In this role, Amy acted as product expert for the global sales organization
providing detailed software solution expertise. Prior to Peopleclick
Authoria, Amy worked at Hewitt Associates, LLC. At Hewitt, she served as
Project Manager of a Fortune 500 client team overseeing ongoing operations
of their outsourced Defined Benefits practice.
A mother of
three young children, Amy is dedicated to fitness and good nutrition. In
her free time, she volunteers in her local schools to establish and support
enrichment programs. She also enjoys home decorating and remodeling and
coaches youth basketball and soccer.
Amy graduated Magna Cum Laude from Providence College where she received a
BS in Business Management.
Executive Interviewer
(207) 604-2861
Network:
Arnold
is an executive interviewer 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, Boecklin
has 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, CA. Previously, he also held management, marketing, and client
service positions at ICMA Retirement Corporation,
Pacific Capital Fixed Income Advisors, SSgA, William M. Mercer Asset
Planning, and Aetna.
Arnold grew up in Delaware, Ohio and has three sons, a daughter and two
grandchildren – a boy and a girl. 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 degree in Business Administration from Hanover College.
Arnold
Boecklin