Brad Roberts

Current

Market Strategy Manager, Product Development at WellPoint
Market Strategy Manager at WellPoint

Past

Consultant at Line of Sight Group
Sr. Research Analyst at Sterling Commerce
Industry Analyst at OhioHealth

AVP/Research Lead at JPMorgan Chase
Research Analyst at UnitedHealth Group
Market Research Associate at 4GL School Solutions

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3 more...

Education

Indiana University Bloomington
Indiana University Bloomington
Indiana University Bloomington

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Recommended

11 people have recommended Brad

Connections

300 connections

Industry

Hospital & Health Care

Websites

My Company

Brad Roberts’s Summary

CAREER SUMMARY

Experienced market researcher and strategy analyst. Masters in Public Policy, with extensive experience conducting research and presenting answers to the complex questions executives ask. Strong skill in analyzing and writing about/presenting on complex topics. Well-developed skills in interviewing experts to analyze the direction in which events are heading and projecting implications of research findings. Expertise in managing large projects across matrixed environments. Notable skills and experience:

MARKET RESEARCH/COMPETITIVE INTELLIGENCE — Strong, well-developed skill in researching markets/competitors, including development of Five Forces and SWOT analyses, as well as profiles, Battlecards and Deep Dives. Skilled in using multiple sources, from secondary data (such as financial reports and web/database research) to primary data from interviews with experts, analysts, etc. Experience managing research vendors – including vendor selection, needs analysis and negotiating survey development, time/budget/expectation management and final communication of results.
FINANCIAL/MEMBERSHIP MODELING/MARKET ANALYSIS – Significant experience developing quantitative models to assess segments, geographic markets and new product opportunities in an effort to help the company make sound, fact-based decisions.
STRATEGY – Analysis of information gathered through research, evaluation of the effects of given market and competitive forces on an organization, creating models to size the opportunity and working to discern next steps to take to respond to those forces.

Brad Roberts’s Specialties:

Managed Care, Market Research, Public Policy, Health, Healthcare, Competitive Intelligence, Market Intelligence, Strategic Intelligence, Corporate Strategy, Market Strategy, Competitive Strategy, Strategic planning, Project Management, Program Management, Presentation skills, Excellent verbal and written skills, Legislative Research, Opportunity Modeling, Opportunity Analysis, Financial Modeling, Product Development, Product Management, Innovation, New Product Development Process

Brad Roberts’s Experience

Market Strategy Manager, Product Development

WellPoint

(Public Company; WLP; Insurance industry)

January 2009 — Present (7 months)

•Monitor and analyze economic, political and competitive environment to inform product development processes.
•Assist Product Development team in developing innovative products, product development processes.
•Develop internal knowledge of company metrics specific to the state BCBS businesses.
•Analyze new opportunities for company growth within the product realm.
•Work with original research data to identify best way to demonstrate ROI on WellPoint products.
Market Strategy Manager

WellPoint

(Public Company; 10,001 or more employees; WLP; Insurance industry)

July 2007 — Present (2 years 1 month)

•Developed and socialized Market Strategy Plans for MO, OH and WI markets. Also led efforts to develop CO and NV plans.
•Built and continuously revised financial and membership models to assess opportunities and threats inherent in the internal and external environment, focusing on estimating revenue, op gain and membership opportunities across segments, products and geographic markets.
•Created strategies to address specific opportunities and threats in local markets, strategies include how to grow membership in rural areas in local markets, how to best address the needs of small groups through innovative product designs, and initial analysis on retention across segments.
•Built detailed market profiles to describe the environment in a given market.
•Served as the Strategy team's liaison to the Analytics team to ensure the best possible use of in-house data.
•Produced the analysis necessary to make sound decisions regarding new markets to enter or avoid.
Consultant

Line of Sight Group

(Hospital & Health Care industry)

August 2006 — June 2007 (11 months)

•Conducted research and produced 10-20 page reports for consultant on behalf of a top managed care company into the policy/regulatory and market landscape. Focused especially on Medicare Part D and select state Medicaid programs, as well as efforts such as disease management and care coordination.
•Produced Five Forces and SWOT analyses in studies on specific competitors, state markets and products.
•Analyzed financial documents and public policy/regulatory topics as needed to inform market analyses.
•This role involved looking at the totality of a given market, competitor, channel, product line in the context of the overall market/competitive/regulatory environment and was meant to help the company identify what new markets to enter and how to compete once they entered them.
Sr. Research Analyst

Sterling Commerce

(Public Company; 1001-5000 employees; T; Computer Software industry)

October 2006 — April 2007 (7 months)

•Defined, projected size of markets in which Sterling plays – and size of Sterling’s likely share – to assist in business planning efforts.
•Developed new research products and communicated about the research program to multiple constituencies, from sales force to executive-level strategy and product management staff.
•Managed large, strategic primary research projects to guide decisions on new markets, products.
•Conducted competitive research to help position the company, and relate products to clients' business needs.
•Co-Managed manage vendor selection and budget processes for research team.
Industry Analyst

OhioHealth

(Non-Profit; 10,001 or more employees; Hospital & Health Care industry)

May 2006 — October 2006 (6 months)

•Researched the effects on the organization of macro-trends including pricing transparency, electronic health records, evidence-based medicine and other legislative and regulatory trends at the state and federal levels. Led efforts to maintain departmental expertise on a wide variety of trends across the industry.
•Tracked and highlighted industry, government trends relating to OhioHealth. Disseminated and stored information by topic in effort to keep information easily accessible to management.
•Analyzed spending proposals with an eye toward effects of external trends and public policy developments, to discern any holes in internal analyses.
AVP/Research Lead

JPMorgan Chase

(Public Company; 10,001 or more employees; JPM; Banking industry)

July 2005 — May 2006 (11 months)

•Led research for 200+ person sourcing division, focusing on industries such as telecom, law, auditing, staffing, consulting and software. Kept national and international sourcing clients informed of events relevant to them by conducting ad-hoc research and producing industry research newsletters.
•Interfaced with suppliers to interview analysts and select most appropriate research tools for sourcing professionals. These included leading research tools such as Gartner, IDC, Forrester, McKinsey.
•Prepared and submitted suggested resource budget, partnered to plan direction of the research function.
Research Analyst

UnitedHealth Group

(Public Company; 10,001 or more employees; UNH; Insurance industry)

June 2003 — July 2005 (2 years 2 months)

•Served as point person for Ovations management, business development, marketing and proposal teams on public policy research, particularly state-level health policy research.
•Managed and conducted competitive intelligence and secondary research for Evercare, Retiree divisions.
•Co-led efforts to reform Ovations’ competitive intelligence function around established best practices. Served as Ovations’ representative in efforts to implement UHG-wide CI software.
•Guided strategic company decisions, including new site development, market expansion and business development, by conducting geographic/demographic research; researching quality outcomes and clinical best practices; researching European healthcare systems and conducting research for international staff to discern expansion opportunities.
•Managed efforts on behalf of Ovations and across UHG to assemble internal state-by-state corporate data, identifying and extracting data from sources across the company’s divisions.
Market Research Associate

4GL School Solutions

(Privately Held; 51-200 employees; Computer Software industry)

December 2001 — March 2003 (1 year 4 months)

•Managed and administered survey process for several survey projects, including creation of the survey instrument, vendor negotiation, survey implementation, coordination of site visits.
•Conducted onsite interviews with educational administrators to determine the opinions of the company and its products.
•Produced and maintained competitive intelligence materials regarding around 20 competitors
•Wrote and executed phone survey of the 300+ districts in 4GL’s market to assess district opinion of 4GL software and find out what software, if any, each district uses.
•Produced collateral such as white papers, case studies, press releases and newsletters.
•Assisted in the development of RFP's.
•Represented 4GL at trade shows, conferences, etc.
•Wrote weekly summaries of news in education policy and trends.
•Presented findings of research on the special education market to senior management.

Brad Roberts’s Education

Indiana University Bloomington

MPA , Public Policy Analysis , 1999 — 2001

Activities and Societies:

Had 3 internships at this time - Policy Analyst Intern at Indiana Commission for Higher Education, Graduate Policy Intern at National Governor's Association (in DC), Policy Intern with Redelman Consulting - an education policy lobbyist in Indianapolis.
Indiana University Bloomington

BA , Psychology , 1993 — 1998

Activities and Societies:

Dorm Student Body President, Jr. Year, Briscoe Quad
Indiana University Bloomington

BS , Kinesiology , 1993 — 1998

Activities and Societies:

Personal Trainer/Consultant for 3 years

Additional Information

Brad Roberts’s Websites:

My Company

Brad Roberts’s Interests:

Job interests: competitive intelligence, market research, market strategy, public policy, industry trends, healthcare industry, politics/current affairs, product development/management Outside interests: reading, theology, history, philosophy, current affairs, music, exercise, travel

Brad Roberts’s Groups:

Obama for America
LInked Business Strategists
Healthcare Executives Network
Strategic Business and Competitive Intelligence Professionals
Healthcare Technology Alliance
ColumbusUnderground.com
Marketing Research Association
Global Health Economics Network
Health Informatics Technology (HIT)
Central Ohio Network
Market Research
Front End of Innovation
LinkedColumbus
Healthcare Analytics and Informatics, Healthcare Analytics, Healthcare Informatics
Indiana University Alumni Network
Competitive/Market Intelligence Professionals
MIG - Market Intelligence Group
Young Professionals of Columbus
The Managed Care Leadership Network
Society for Healthcare Strategy and Market Development (SHSMD)
Society of Competitive Intelligence Professionals
Sterling Commerce Alumni Group
American Medical Association
Health 2.0
Market Research Professionals
Consumer Insights Interest Group
UnitedHealth Group Network
Managed Care Executives
SPEA Alumni Association
European Competitive Intelligence Group
WellPoint & Anthem Professionals
Mostly Medicaid (Medicaid Professionals)
Marketing Intelligence Professionals
US Healthcare Insurance
Global Healthcare
Upper Arlington, Ohio Official Group
CYP CLUB (Columbus Young Professionals Club)
Market Research Exchange of Central Ohio
Medicaid Managed Care
The Daily KosNetworking Group
Catholic Spiritual Direction
39 Blues - Globally & Clinically Integrated Healthcare - Blue Cross Blue Shield
Healthcare Market Research Professionals
Corporate Planning & Global Industry Segmentation
Strategy, Marketing & Innovation Forum
Prayers, Support & Karma (PSK)
ST.EN - Start-ups & Entrepreneurs
SECTOR: Health Care, Life Sciences & Pharmaceuticals
SECTOR: Insurance, Annuities & Health Plans