Anna Shallenberger

Current

• President at Shallenberger Intelligence Services

Past

• Research Director at CBM Capital
• Market Intelligence Director at Maritz, directly then as contractor
• Director, Knowledge Leverage at GE Capital GEFA (now Genworth)

• President at Shallenberger Information Services
• Manager at Top Tier Financial Services Firms NYC
• Research Intern at Export Import Bank of the US
• Food Service (Spring, Summer, Fall) at Six Flags
• Coat Check Hostess (winters) at Bentley's Restaurant

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Education

• Fuld-Gilad-Herring Academy of Competitive Intelligence (ACI)
• SLA Click University
• FranklinCovey - Focus Training

• Rutgers, The State University of New Jersey-New Brunswick
• Washington University in St. Louis
• Westminster College
• Albert-Ludwigs-Universität Freiburg im Breisgau
• Kirkwood Schools

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Recommended

34 people have recommended Anna

Connections

500+ connections

Industry

Investment Management

Anna Shallenberger’s Summary

My value to organizations is to optimize their effectiveness. My professional background primarily deals with information -- the broad spectrum from gathering, synthesis, analysis and knowledge management. In addition, I have some experience in 6Sigma quality processes and project management.

My career path hasn't been a straight line -- nor do I remain one place. What really intrigues me is problem solving. Information can be the end -- or it can be the means.

I possess an unusual mix of skills and interests. While I am exceptionally goal oriented and can be very competitive -- I am above all things a team player and service focused.

I don't necessarily feel the need for titles & hoopla -- but I do expect my contribution to be appreciated and to be compensated accordingly. I've typically been fortunate to work in a great team environment with interesting, knowledgeable colleagues.

From Resume:
Business professional with many years of progressively responsible positions utilizing strengths in research, creative problem solving, project management, team building, and strategic analytics. Demonstrated abilities to assess needs, develop processes, and build relationships necessary to execute effectively and successfully. Instrumental in: creation of a knowledge portal; establishment of human intelligence networks; initiation of research ethics standards and development of actionable output. Leaders, clients and other colleagues regard me as an extremely bright, results-driven, customer-focused team player who can both see the big picture and understand the minutiae. My passion for excellence is unequalled.

Anna Shallenberger’s Specialties:

Market, Competitive & Human Intel; Secondary & Primary Research; Knowledge Management; Data Collection, Manipulation & Synthesis; Analytical Models like SWOT & 5 Forces; Strategic Planning; 6Sigma

Presented at & moderated trade association meetings. Published, mostly anonymously. Reader I don’t know said… "It speaks so eloquently ... I'd very much like to share it with (fellow professionals in my local trade group.)"

Charitable fund-raiser, drawing on organizational & motivational skills.

Anna Shallenberger’s Experience

• Research Director

  CBM Capital

  (Investment Management industry)

  September 2005 — January 2009 (3 years 5 months)

  FT since 9-2005, previously an outside consultant for CBM...
  
  • Continually indentified newest (ethical) sources and research approaches untapped by the investment community, giving CBM an information edge over competitors.
  • Designed, collected and synthesized primary and secondary research, conducted some original source (humint) interviews. Also managed bench of on-demand contractors.
  • Participated in weekly portfolio discussions with analysts & GP, including contribution of new investment ideas and personal insights.
  • Telcommuted, note: FT role downsized in January 2009 for budgetary reasons
  e to backgrounding industries. Managed vendor relationships. Participated in weekly portfolio discussions. Telcommuted.
  
  Note: role downsized in January 2009 for budgetary reasons.

• Market Intelligence Director

  Maritz, directly then as contractor

  (Privately Held; Marketing and Advertising industry)

  November 2002 — December 2005 (3 years 2 months)

  Maritz, CBM Capital, Fuld 6/04-12/05
  • Originated Maritz Learning’s penetration & value-add strategy for the financial services industry, based on the client sector’s cross/up-sell initiatives.
  • Formulated significant portions of the 3 year strategic plan for Maritz’s Learning & Incentives business units, also consulted for Loyalty BU.
  • Delivered insightful prospect profiles, including existing relationships with competitors & strategic prospect needs; also mined sources to yield lists of prospects profiled.
  
  Maritz 11/02-6/04 – Director, Business Research, Market Intelligence
  • Spearheaded research & analysis integral to capture/retention of large accounts – specifically recognized by BU CEO for role in winning $ 2 million pharma account
  • Guided pricing, product, & market research positioning Maritz as knowledge leader
  • Directed Inc & BU “human intelligence” mining of both internal & external resources empowering competitive advantage with unique, time-sensitive intelligence @ low cost
  • Contributed actionable intelligence enabling Maritz Research to differentiate their pricing and product in the customer sat marketplace. Similar accomplishments for Incentives, Loyalty, Learning, & Meetings & Events businesses.
  • FT role downsized in June 2004 for budgetary reasons during reorganization
  
  "Her thorough data & thoughtful analysis (in a very short time frame) was instrumental in helping Maritz capture a $2 million project against this competitor."
  
  "The intellectual capital that Ms. Shallenberger brought with her was astounding & went far beyond any expectations."
  
  "I’ve found her to be extremely well rounded & affluent, continuously demonstrating a wide and diverse array of unique talents & skill sets rarely found in one individual."
  
  "Her leadership & guidance on our projects were invaluable ... she helped us determine overall objectives, clarify project scope, & ultimately obtain information that was key in building our market strategy."

• Director, Knowledge Leverage

  GE Capital GEFA (now Genworth)

  (Public Company; GE; Financial Services industry)

  January 1998 — November 2002 (4 years 11 months)

  • Designed and executed strategic planning research characterized by GE CEO Jeff Immelt as illustrating a “more thorough understanding of its current & emerging customers and a better articulated plan than any of the other 40 GE businesses.”
  • Developed and introduced a cross-business, cross-functional knowledge portal on schedule at 1/10th of original budget, with functionality incremental to original plan; leveraging Six Sigma skills, managed large cross-BU, cross-disciplinary team.
  • Led initiative to establish competitive intelligence (anti-trust) guidelines, significantly abating multi-million litigation risks and potential negative PR.
  • Taught Change Management (Six Sigma module) and Diversity classes. 6 Sigma Trained & Certified.
  
  “Her critical assistance in helping our group design (our) go-to-market-strategy resulting in Immelt's comment that (our BU) had a "more thorough understanding of its current & emerging customers & a better articulated plan than any of the other 40 GE businesses.”
  
  "Her responsiveness & ability to engage the various groups within (the company) makes her the "go to" person for market research. Quite a compliment given each of these sub-groups has their own marketing research group of professional; it is these professionals that find her services so valuable."
  
  “This project was highly visible within the highest levels of (our company), & she managed it with efficiency, energy & creativeness. My opinion is that she did an outstanding job, & I do not believe the project would have been completed without her skills & focus on managing the project to a successful conclusion. She is particularly adept at using CAP tools to drive consensus building.”

• President

  Shallenberger Information Services

  (Management Consulting industry)

  November 1994 — January 1998 (3 years 3 months)

  Metro NYC area LT consulting gigs for American Express, Oliver Wyman (now Mercer), Sibson (now part of Segal), et al. Also special projects for Merrill Lynch & Prudential (Bache) Securities, among others.
  • Constructed primary research that exceeded consulting client’s top bank client’s expectations, yielding large follow-on contract for my client, the consulting firm
  • Delivered upgraded reference services onsite, customized to individual client needs
  
  “She can synthesize a large amount of information to only that which adds value, by employing her organizational & management skills. She also has the unique ability to get along well with all types of people. She is extremely positive & truly one of the most pleasant people with whom I have worked.”
  
  “What impressed me so much about her style is that she has a relentless focus on meeting her customer's needs; she'll "do what it takes" to help not only herself but others be successful. If one line of research failed, she was always knowledgeable about alternative ways to capture important information - & seemed to always be able to find a way to "get the answers". As such, I was struck, up-front, by the breadth of her research knowledge & awareness.”

• Manager

  Top Tier Financial Services Firms NYC

  (Investment Banking industry)

  September 1986 — November 1994 (8 years 3 months)

  Assorted research roles, with increasing levels of responsibility at: BankersTrust (now Deutsche Bank), Chemical Bank, (now JPMorgan Chase), Prudential Securities & the Prudential, & Cowen (now SG Cowen Paribas)
  
  As Information Center Manager @ Cowen - designed client bill-back system; capturing and reallocating data, personnel, and other overhead costs.
  
  Also completely over-hauled Information Center's service offering. Re-trained staff, re-negotiated existing vendor contracts and identified incremental providers, and optimized physical layout to reflect reclassification/reorganization of resources to better serve end users / internal clients.
  
  From CEO's company-wide distribution highlighting 4 employees who exemplify the ideal: Anna Shallenberger "whose thorough research, on a variety of esoteric topics....is rendered all the more impressive by the speed, accuracy, and enthusiam with which they are delivered..."

• Research Intern

  Export Import Bank of the US

  (Government Agency; 501-1000 employees; Banking industry)

  April 1983 — August 1983 (5 months)

  Researched and reported on the oil servicing industry. Bank president @ the time was Reagan appointee William Draper, a California venture capitalist.

• Food Service (Spring, Summer, Fall)

  Six Flags

  (Public Company; 5001-10,000 employees; Entertainment industry)

  1979 — 1982 (3 years)

• Coat Check Hostess (winters)

  Bentley's Restaurant

  (Privately Held; 51-200 employees; Restaurants industry)

  1979 — 1981 (2 years)

Anna Shallenberger’s Education

• Fuld-Gilad-Herring Academy of Competitive Intelligence (ACI)

  Certificate program , Competitive Intelligence , 2007 — 2009

  It is the only institution to offer an accredited Competitive Intelligence Professional (CIP™) certificate program - a complete intelligence program - from basics to advanced analysis - developed and led by the leading thinkers and educators in the field

  Activities and Societies:

  Classes completed so far: Intelligence Sources & Collection Techniques

• SLA Click University

  Certificate program , Competitive Intelligence , 2007 — 2008

  Pending Classes:
  CIC09. CI Analysis: Intermediate Frameworks - June 2008
  CIC10. Management Analysis - June 2008
  CIC11. Analysis Elective - 2008 date & location TBD
  CIC12. Scenario Planning and Futures Techniques - 2008 date & location TBD

  Activities and Societies:

  Classes Completed So Far: Work rated "Great"
  CIC01. Intro to CI
  CIC02. CI Project Cycles & Project Management
  CIC03. CI Published Source Collection: Managing the Function
  CIC04. CI Published Source Collection: Research Techniques, Part I
  CIC05. CI Published Source Collection: Research Techniques, Part II
  CIC06. Knowledge Management for CI
  CIC07. Human Source Collection
  CIC08. CI Analysis: Fundamental Frameworks
  CIC13: Establishing & Managing the Intelligence Program

• FranklinCovey - Focus Training

  n/a , Time Management , 2007 — 2007

  Very useful class!

• Rutgers, The State University of New Jersey-New Brunswick

  MLS , Library & Information Science , 1986 — 1987

  Multiple academic scholarships, graduated with highest honors. Accomplished while juggling FT class load and working approximately 30 hours/week.

  Activities and Societies:

  Beta Phi Mu Honorary, Special Libraries Association, Society of Competitive Intelligence Professionals

• Washington University in St. Louis

  n/a , International Affairs , 1985 — 1986

  Advisor to Wash U Kappa Kappa Gamma chapter, YoungLife advisor @ Kirkwood High School

  Activities and Societies:

  Alum Advisor to Wash U Kappa Kappa Gamma Chapter, YoungLife Advisor @ Kirkwood High School, PEO chapter JG

• Westminster College

  BA , Economics & German , 1981 — 1984

  Graduated early. Spent 2 Semesters Abroad in Germany (Summer - German culture, Fall - European Economic Community) -- academic scholarships here. Took off 1984 "short term" to intern in DC @ Export-Import Bank of the US thru the summer.

  Activities and Societies:

  Presidential Scholar, Kappa Kappa Gamma - assorted leadership roles, WC Publications Board, published in both the literary journal (poems) and newspaper, Basketball Cheerleader, assorted student government roles, CCF & Bible Study Leader

• Albert-Ludwigs-Universität Freiburg im Breisgau

  n/a , Economics & German , 1983 — 1983

  IES program on the European Economic Community

  Activities and Societies:

  Ran an underground press....

• Kirkwood Schools

  HS , College Prep , 1968 — 1981

  Activities and Societies:

  National Merit Scholar, National Honor Society, Who's Who In American High Schools, Gold N & Gold K academic awards, Student Council, President - Youth in Government, President - Model UN, Chairperson - Friendship (Homecoming) Dance, German Club, AFS, Pep Club, Band (concert & marching), "Call" newspaper circulation staff, drama club, Monsanto Scholar, YoungLife (post-college returned as YL advisor)

Additional Information

Anna Shallenberger’s Interests:

Quality time - family & friends Music: Jazz, Cabaret, Classical, Disco, 70s rock Other Arts: Ballet, Theater Sports/Exercise: Sailing, Swimming, Snorkeling, Canoeing etc; Ballroom, Latin, Disco & Dancing; Hiking; Yoga & Pilates Other: Pets, Needlepoint, Home Projects, Reading, Meditation Favorite Quotes: An investment in knowledge always pays the best interest. (Ben Franklin) I have never let my schooling interfere with my education. (Mark Twain) No one can make you feel inferior without your consent. (Eleanor Roosevelt) Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver. (Ayn Rand) A useless life is an early death. (Goethe) A man's manners are a mirror in which he shows his portrait. (Goethe) He who possesses art and science has religion; he who does not possess them, needs religion. (Goethe)

Anna Shallenberger’s Groups:

CURRENT: SLA, FWA, SCIP, AIIP, ACLU, misc Lupus Foundations, PEO
PAST = President, NY Panhellenic; Founder & membership chair, Junior Council - American Museum Natural History; Founding Member - Young NYers - Philharmonic, Metropolitan Museum Art Apollo Circle & NY Historical Society Museum Muses; Junior Board - Alvin Ailey American Dance Theater & Princess Grace Foundation; Junior Leagues of NYC, Greenwich CT & St. Louis - Greenwich treasurer - Fall Fundraiser & organizer - deb cotillion; very active in junior committees for American Ballet Theatre & NY City Ballet; St. Louis Science Center Junior Group - Party Chair & Race T-Shirt Contest Chair. DAR (Daughters American Revolution) & Holland Society. Somewhat active in misc other charities.

•    ResumeMaker Career Network
•    CareerLink Network
•    CyberSleuths
•    Executive Suite
•    Helping Friends Career Network (LI2HF)
•    theMeatBall / GE Alumni
•    Personal Branding Network
•    NetworkingPros
•    Indeed.com
•    TopLinked.com (Open Networkers)
•    Hedge Fund Group (HFG)
•    Click University CI Alumni
•    GroupLinked.com
•    General Electric Alumni
•    Albert-Ludwigs-Universität Freiburg Alumni
•    Society of Competitive Intelligence Professionals
•    Ex-Maritz people
•    Maritz People and Alumni
•    SLA- Special Libraries Association
•    The Talent Buzz
•    Prudential Securities Alumni Group
•    Buslib-l
•    LinkedWorking St. Louis
•    Special Libraries Association
•    Kappa Kappa Gamma
•    Westminster College (MO) -- Alumni
•    TopLinked Executives
•    TopLinked Marketing Professionals
•    TopLinked Consulting Professionals
•    Women in Financial Markets
•    Sibson Alumni
•    Career Rocketeer | Career Launch Network
•    Strategic Business Network
•    JobsDirectUSA.com
•    Special Libraries Association - Competitive Intelligence Division
•    BBJ (Businesspersons Between Jobs)
•    Job Search Help
•    IMPACT Hiring Solutions Job Search Network
•    JobAngels
•    Career Change Central
•    Washington University Build Your Business Network Event Series
•    Looking for a job?
•    ROE Women’s Executive Network
•    Star:Candidate for Hire
•    BBJ Sales & Marketing Brownbag
•    Star:Candidate - $100K+ Executives for Hire

Anna Shallenberger’s Honors:

PAST= Speaker - SCIP (Society Competitive Intelligence Professionals) meetings, Assorted offices in SLA (Special Libraries Associations), also member of AMA (American Management Association) & FWA (Financial Women's Association)

Anna Shallenberger’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch