John leads a dedicated team of industry experts to support clients in insurance and wealth management. John has more than 15 years of customer relationship management and database marketing consulting experience in the insurance and financial services industries.

Prior to joining Merkle in 2008, John played executive roles in marketing, distribution and technology in Liberty Mutual’s Personal Markets division. He was previously a senior manager in CapGemini’s Insurance and Financial Services CRM practice. John has also held management positions with Rapp Collins Worldwide and BearingPoint where he managed direct response, interactive, and loyalty programs across multiple industries. As an insurance and financial services specialist, he has delivered marketing and CRM solutions to clients such as AARP, Aetna, AG Edwards, Allstate, American Express Farmers, GEICO, MetLife, NY Life and US Bank.

John is a graduate of Franklin and Marshall College.

Thomas is responsible for the strategic development and delivery of end-to-end programs derived from consumer insights to solve our clients' marketing challenges. As a seasoned marketing strategist with 17 years of customer and acquisition experience, Thomas consistently delivers innovation, quality and unparalleled service to our clients and drives new initiatives such as design and structure for loyalty programs, customer lifecycle marketing plans, channel integration planning, and full-year testing agendas to advance marketing results. Focusing on the Insurance and Wealth Management industries, he has delivered solutions for clients such as Allstate, Blue Cross Blue Shield of Illinois, E*Trade, GEICO, GMACi, Northwestern Mutual, TIAA-CREF, and Unitrin Direct.

Prior to joining Merkle, Thomas was an executive at CFM Direct, a direct marketing agency specializing in financial services and insurance marketing. He started his career holding positions in Business Analysis and Marketing at First Union and Chevy Chase Bank. Thomas is an Honors graduate from Roanoke College.

Lynne brings more than 20 years of experience in marketing analytics, database/online marketing, market research and consulting to her role as VP, Insurance and Wealth Management at Merkle.

Prior to joining Merkle, Lynne was with Fidelity, where she directed the team responsible for the development of a broker modeling, segmentation and marketing strategy that drove improvements in lead generation rates, ROI, and sales force optimization and resulted in significant incremental revenue for the firm. Lynne was also leading the company’s initial efforts to begin the use of marketing mix modeling. Prior to her most recent role, Lynne led the online marketing and analytics team for the Fidelity Retirement Services organization.

Prior to Fidelity, Lynne worked in the interactive and direct marketing arena at multiple firms including Digitas, One to One Interactive and Cyber Dialogue. During her tenure at those firms Lynne managed multiple capability areas and was instrumental in building analytic, email marketing and search engine optimization capabilities that drove incremental revenue for those companies. Among her accomplishments is the development of a proprietary Value Metrics Segmentation that enabled client firms to determine customer value and drive additional ad revenue on their websites.

Lynne received an MBA from The University of South Carolina, and a BA in Economics from West Virginia University for which she received the Isabel Thompson award for the highest GPA in economics that year.

David Magrini has vast experience in the insurance and financial services arena, having come to Merkle after leading the Individual acquisition marketing efforts for Prudential Retirement plans for the past 2 years. Prior to this, he led the direct to consumer and group marketing efforts for Aetna in the Medicare and Individual marketplaces for 3 years.

His primary focus at Aetna was on understanding the individual decision-making process for how people make healthcare choices in this marketplace, and then translating this consumer-directed knowledge into marketing strategies across all channels of distribution. David's efforts and experience at Aetna produced notable results. He led all marketing activities for Aetna Medicare's entry into the prescription drug plan market in 2006. He built robust campaign management reporting capabilities including lead and acquisition profile analytics, direct marketing media management, and execution that delivered 300,000 new member acquisitions in 6 weeks. Real time results reporting allowed for media mix optimization across channels and markets.

Over 3 years, David was the architect of segmentation strategies that drove targeted messaging and media to most attractive audiences, enabling Aetna to achieve improvements in cost per lead and cost per acquisition measurements across all media channels, including direct response TV, direct mail, Web, and telesales.

Dan brings 13 years of applied marketing and strategy consulting experience to his role as Senior Director, Insurance and Wealth Management. Dan’s experience spans intermediary and direct distribution and is marked by significant collaboration across marketing, sales and service, IT, and underwriting functions.

Prior to joining Merkle, Dan led numerous teams for The Hartford’s Personal Lines division. Most rtecently, he built The Hartford’s post-sale customer marketing strategy and delivered improvements across the customer lifecycle. Dan also led the Personal Lines Marketing Analytics Team and was responsible for acquisition analytics, segmentation, and media productivity modeling. Dan helped launch The Hartford’s non-affinity direct to consumer channel and managed major partner relationships. Dan was a founding member of The Hartford’s Ecommerce Team and was the business lead for the redesign of its consumer ecommerce website and platform.

Dan also worked for six years as a strategy consultant for Braun Consulting. At Braun, Dan tackled sales and marketing challenges in the healthcare industry including product launch planning, distribution strategy and sales force optimization.

Dan received an MBA with distinction from the Tuck School of Business at Dartmouth College and a BA in economics from Haverford College.

Yanni manages the quantitative team for Merkle’s insurance and wealth management vertical, providing best-in-class analytic solutions for clients such as GEICO, GMACI, Nationwide, 21st Century, Hartford Insurance, BlackRock, T. Rowe Price, Chubb, and others.

Bringing more than 15 years in Quantitative Strategy with a focus on Customer Lifetime Value, and Customer Centricity, Yanni leads a dedicated team of more than 35 highly specialized professionals, creating and articulating quantitative strategies and relevant solutions for Merkle’s insurance and wealth management clients. Yanni has extensive experience in managing large groups of diverse stakeholders and providing strategic leadership in the areas of CRM, marketing database management, direct response analytics, statistical modeling, segmentation and customer lifetime value measurement.

Before joining Merkle in 2008, Yanni was the Vice President of Quantitative Strategy for TPG Direct, an Omnicom-owned full services agency specializing in Insurance and Financial services. Yanni has a Post Masters in Quantitative Analysis from Drexel University, an MBA from the University of New Haven and a Bachelors Degree in Business Economics from Aristotle University.

Sumit brings over 14 years of integrated sales, marketing and CRM delivery experience to his role. Previously, Sumit was Director of Marketing Systems for Liberty Mutual’s Personal Market. Prior to joining Liberty Mutual, Sumit was a Principal Consultant in SAS Institute’s Customer Intelligence Consulting Practice. He also held consulting and management positions with Xchange and IBM Global Services where he delivered database and marketing services across multiple industries.

At Liberty Mutual, Sumit had responsibility for the strategic development of sales, marketing, and service technologies across the agency, call center, Internet, and third party channels. Sumit managed the design and development of a multi-million dollar database marketing project that included campaign, leads and interactive marketing at Liberty Mutual.

As an insurance and financial services specialist, Sumit has delivered marketing and CRM solutions for clients such as Allstate, Ameritrade, Bank of America, Citigroup, Chase, AmSouth, State Farm, 21st Century, Peoples Bank and USBank.

Sumit is a graduate of Worcester Polytechnic Institute with a degree in Electrical Engineering.

Eric has over 20 years of experience in project management, sales and strategic account management. In his 12-year tenure with the Merkle client management team, he has overseen many key insurance and financial service accounts. As primary liaison between the client and Merkle on all matters relating to client satisfaction and service delivery, he has held responsibility for overall client management, strategic account planning, sales and delivery. Currently, Eric leads a diverse product and services team on one of Merkle’s top insurance clients in Direct Marketing and Enterprise Database Marketing strategy and delivery.

Eric’s success leading Merkle’s top clients was instrumental in him being awarded Merkle’s Employee of The Year in 2002 and the Outstanding Client Management Award in 2003 and 2004. Eric continues to lead our key client relationships while heading an account management team across Merkle’s Account Management Group (AMG). Previously, Eric was a sales and account management executive at a large-scale machinery company. Eric has been with Merkle since 1999. He is a graduate of Frostburg State University in 1987 with a BS in Business Management.