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Jason Phillips

Co-Founder & Chief Insight Scientist

Turning your data into actionable insight

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Languages

English

Location

Colorado, USA

Time Zone

  • Mountain

Credentials

  • Master of Business Administration (MBA),
    Chartered Digital Asset Advisor (CDAA)

Expertise

Marketing Finance Business Strategy Product & Design Technology & Data

We are an analytics and data science consultancy with over 40 years of combined experience in helping world class organizations turn their data into competitive advantages. 

We have the capacity to take on engagements immediately and have offerings that can help a firm of any size win.

Education & Professional Development

  • We have undergraduate degrees from Knox College and Colorado State University and MBAs from the University of Phoenix and the University of Colorado at Denver

 

Notable Career History

  • Director of Analytics at TD Ameritrade (10 years)
  • Manager of Strategy Planning & Analytics at Charles Schwab / Ameritrade (4.5 years)
  • Analytics Manager – Analytics Center or Excellence at Enterprise Holders (4 years)
  • Manager of Analytics at Moneygram International (6 years)

“Jason has been an absolute godsend for me.  As Head of Operations at my company and working to build my data team from scratch, Jason has been an incredible partner and has helped us create & implement scalable processes, develop a “good habits” framework for our team and his coaching has had immediate impacts on my junior employees leveling up.” 

Monica Ross, Head of Operations at Trust and Will

  • Marketing
  • Market research
  • Custom / Analyst research
  • Finance
  • Financial Planning & Analysis
  • Break-even strategy
  • Business modelling
  • Revenue forecast
  • Demand forecasting
  • Business Strategy
  • Innovation
  • Ecosystem Mapping
  • Analytics & Data Science
  • Statistical analysis
  • Data science
  • Dashboards
  • Visualizations
  • Business analysis

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We are an analytics and data science consultancy with over 40 years of combined experience in helping world class organizations turn their data into competitive advantages. 

We have the capacity to take on engagements immediately and have offerings that can help a firm of any size win.

Education & Professional Development

  • We have undergraduate degrees from Knox College and Colorado State University and MBAs from the University of Phoenix and the University of Colorado at Denver

 

Notable Career History

  • Director of Analytics at TD Ameritrade (10 years)
  • Manager of Strategy Planning & Analytics at Charles Schwab / Ameritrade (4.5 years)
  • Analytics Manager – Analytics Center or Excellence at Enterprise Holders (4 years)
  • Manager of Analytics at Moneygram International (6 years)

“Jason has been an absolute godsend for me.  As Head of Operations at my company and working to build my data team from scratch, Jason has been an incredible partner and has helped us create & implement scalable processes, develop a “good habits” framework for our team and his coaching has had immediate impacts on my junior employees leveling up.” 

Monica Ross, Head of Operations at Trust and Will

  • Marketing
  • Finance
  • Business Strategy

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