Who We Are

Doug Kincaid

Managing Director,
Financial Services

<p>Doug Kincaid has more than 15 years of financial services and market research experience. Doug&#8217;s work focuses on retirement savings and retirement income studies for many of the nation’s leading financial services companies and trade associations. He manages two of Greenwald&#8217;s Syndicated Studies, the Retiree Insights Program and Guaranteed Lifetime Income Study, and is sought out for his insight on plan sponsor and participant views on retirement plans and income solutions. Doug also brings deep expertise in research methodologies and advanced analytics to the team. In his role, Doug is responsible for the strategic growth of Greenwald&#8217;s financial services practice.</p> <p>&nbsp;</p> <p>Doug has an MA in Sociology from Indiana University and joined Greenwald in 2012.</p>

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Jill Koly

Managing Director,
Data Technology & Security

<p>Jill Koly oversees IT and technical research operations for the company.  She and her team manage all in-house database management and survey and data tabulation programming. Jill specializes in sample management and large-scale data collection. She ensures the security and proper handling of client-provided sample lists, manages compliance with HIPAA and other security protocols, and works with clients to develop custom, proprietary panels.</p> <p>&nbsp;</p> <p>Jill has a BA in Applied Physics from Hiram College and joined Greenwald in 2003.</p>

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Elyse Rossi

Managing Director,
Finance & Operations

<p>Elyse Rossi oversees Greenwald&#8217;s finances and operations and works closely with executive leadership on strategic planning and execution of internal and external initiatives. She manages Greenwald’s accounting and procurement functions, working with staff, clients, and vendors to develop and maintain effective processes.</p> <p>&nbsp;</p> <p>Elyse has a BA in International Development from UCLA and an MBA from Washington University in St. Louis. She joined Greenwald in 2020.</p>

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Bryan Dewsbury

Director,
Data Technology

<p>Bryan Dewsbury is Greenwald’s lead survey programmer, with over 20 years of experience managing the programming, data collection, analytic plans, and execution for online and mixed-mode surveys.  Bryan is especially adept in programming complex surveys and formatting online surveys to align with clients’ branding. He works with others on his team to cultivate and maintain a database of financial professionals, such as life agents, RIAs, advisors, and brokers, who can be contacted for research purposes. Trained in both research and programming, Bryan works to bring innovative programming techniques, tools and vendors to Greenwald’s projects.</p> <p>&nbsp;</p> <p>Bryan joined Greenwald in 1998 and has an MA in Political Science from American University.</p>

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Caroline Fauquier

Director,
Financial Services

<p>Caroline Fauquier is responsible for the design and execution of client experience, brand, product/service development, and thought leadership for leading financial and investment companies. With a focus on B2C work, she specializes in investor and participant research, examining their investment knowledge, needs, and relationship with financial professionals. Caroline has worked with clients to maintain custom, proprietary client panels and manages several long-standing trend studies, such as the Retirement Confidence Survey.</p> <p>&nbsp;</p> <p>Caroline joined Greenwald in 2013 after receiving her BA in Government and Politics from the University of Maryland.</p>

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Greg Hershberger

Director,
Healthcare & Benefits

<p>Greg Hershberger works with leading healthcare companies, benefits carriers, and large employers to uncover trends and challenges facing their businesses. He oversees both qualitative and quantitative research with employers and benefit brokers regarding carrier awareness, selection, and performance. Greg manages Greenwald’s Insider Panel for benefit brokers and consultants, probing them on industry trends and keeping panelists engaged. For his industry expertise and research rigor, Greg is a trusted consultant to several key health insurance and benefits clients. Greg joined the Greenwald team in 2011.</p> <p>&nbsp;</p> <p>He has an MBA from University of Maryland and a BA in Public Policy &amp; Political Science from Syracuse University.</p>

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Ross Jacobson

Director, Employee Benefits

<p>Ross Jacobson has 10 years of market research experience and is responsible for the design and execution of research studies that focus on employee benefits. Ross specializes in studies of HR professionals and decision-makers, employees, and business leaders. He also brings extensive research expertise in complex methodologies and advanced analytics to the team.</p> <p>Ross has a Master of Public Policy from American University and a BA in economics from the University of Wisconsin-Madison. He joined Greenwald in 2021.</p>

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Brian Perlman

Director,
Financial Services

<p>Brian Perlman has both ChFC and CLU designations and has worked in financial services research for over 30 years. His work focuses on financial and investment product development and communications. Brian also develops thought leadership and awareness/advocacy studies for many of the nation’s leading financial services companies and trade associations.  He has given numerous speeches and presentations and is often cited in the press. Brian is an experienced focus group moderator and in-depth interviewer, particularly adept at gaining insights from financial professionals.</p> <p>&nbsp;</p> <p>Brian has a PhD in Psychology from the University of New Hampshire and joined Greenwald in 1999.</p>

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AnnMarie Pino

Director,
Financial Services

<p>AnnMarie Pino is responsible for the design and execution of product and service development and thought leadership research within the financial advice and retirement industries. With a focus on B2B audiences, AnnMarie specializes in research with financial advisors and plan sponsors, examining their service needs from manufacturers and wirehouses and their retirement planning and product strategies.</p> <p>&nbsp;</p> <p>AnnMarie joined the Greenwald team in 2018. She has a BA in Economics from The College of New Jersey and an MA in Applied Economics from Johns Hopkins University.</p>

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Christina Baydaline

Data Manager

<p>Christina Baydaline is an expert in syntax, coding, and data tabulation, and trains Greenwald team members in these areas. She is highly regarded for her ability to manage and process complex, trended datasets from online, phone and mail surveys.</p> <p>&nbsp;</p> <p>Christina has a BA in Computer Science and Math from George Mason University. She joined Greenwald Research in 1994.</p>

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Sharon Ginsburg

Programming Manager

<p>Sharon Ginsburg has over 30 years of market research experience in all aspects of programming, sample management, and data collection. Sharon works with her team to help bring innovative techniques to Greenwald’s survey programming and is highly valued for speed and versatility.</p> <p>&nbsp;</p> <p>Sharon has a BA in Human Resource Management from Temple University. She joined Greenwald Research in 2013.</p>

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Quinncee Payne

Marketing Manager

<p>Quinncee Payne supports Greenwald’s strategic growth efforts, including company marketing, promotion of clients’ publicly-released research, and support for Greenwald’s Syndicated Studies and Executive Forums. Over the past decade, she has worked on projects for a wide range of financial services, employee benefits, and healthcare clients. Quinncee is especially talented in managing and analyzing large-scale qualitative projects and developing impactful reports and presentations.</p> <p>&nbsp;</p> <p>Quinncee has a BA in Communications from James Madison University and a Master of Tourism Administration from The George Washington University School of Business. She joined Greenwald in 2010.</p>

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Sara Rubinstein

Account Manager

<p>Sara Rubinstein is a versatile researcher who manages all aspects of projects for her healthcare and financial services clients. She focuses on managing more complicated, mixed-mode quantitative research programs and for her advanced analytics expertise. Sara enjoys focusing on health and workplace benefits topics, understands both employer and employee audiences, and manages several trended thought leadership studies, including the Workplace Wellness Survey.</p> <p>&nbsp;</p> <p>Sara joined Greenwald in 2014 and has a BS in Statistics from American University.</p>

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Steven Sikorski

Database Manager

<p>Steve Sikorski is a member of Greenwald’s in-house programming team and has deep expertise in sample and database management. In addition to working with complex client sample files, he manages the recruiting and maintenance of Greenwald&#8217;s proprietary Insider Panel of benefits brokers and advisors, and works with his team on the maintenance of our financial advisor database.</p> <p>&nbsp;</p> <p>He has a BA in Communications Studies from the University of Maryland. Steve joined Greenwald Research in 1992.</p>

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Lisa Wishinsky

Associate

<p>Lisa Wishinsky supports qualitative and quantitative projects for healthcare, employee benefits, and financial services clients. She manages mail surveys and assists with fielding coordination, development of deliverables, and quality control.</p> <p>&nbsp;</p> <p>Lisa has an MA in Public Administration from American University and joined the Greenwald team in 2018.</p>

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Marie Ammar

Project Coordinator

<p>Marie Ammar provides day-to-day support for both qualitative and quantitative projects. She works closely with project directors to analyze data and develop deliverables for clients. Marie coordinates qualitative research logistics and helps to compile qualitative data.</p> <p>&nbsp;</p> <p>She joined Greenwald in 2020 after completing her BS degrees in both Psychology and Sociology at Towson University.</p>

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Nnenna Thompson

Project Coordinator

<p>Nnenna provides day-to-day project support for qualitative and quantitative research for various clients. She assists project directors with quality control and analyzing data for deliverables.</p> <p>&nbsp;</p> <p>Nnenna joined Greenwald Research in 2020, and has a BA in Psychology from the University of Maryland, College Park.</p>

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Daniel Vance

Project Coordinator

<p>Dan Vance provides day-to-day support for qualitative and quantitative projects for a wide variety of financial services, healthcare, and employee benefits clients. Dan assists with project coordination, qualitative recruitment for high-touch audiences, quality control, and the development of deliverables for clients.</p> <p>&nbsp;</p> <p>He joined Greenwald Research in 2018 after completing his BS degree in Biology at the College of William &amp; Mary.</p>

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Valerie Foster

Mail Specialist

<p>Valerie Foster works closely with project directors to support mail notifications and mail surveys, including deployment and data entry. Valerie joined the team in 1999 as a data entry specialist, though her role expanded over the years to help the Greenwald office and staff run smoothly in many areas. With a resurgence in mail surveys, Valerie has a renewed focus on mail and data entry, ensuring the best quality in outgoing and incoming mail.</p>

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