Ex-Kurt Salmon advisor Paul Schottmiller joins Merkle

02 October 2014 Consultancy.uk

CRM specialist Merkle has recently appointed Paul Schottmiller to Senior Vice President of Strategy of its Retail and Consumer Goods practice. In this role, the Kurt Salmon alumnus will focus on developing Merkle’s strategy in the retail and FMCG value chain.

With 2,400 employees across more than 15 offices in the United States, UK and China, Merkle is one of the globe’s largest technology firms that specialises in customer relationship marketing.

Schottmiller has more than 20 years of experience serving retail and consumer goods companies. Prior to joining Merkle, he spent more than nine years with Cisco Systems, a worldwide leader in IT, most recently as the Managing Director of the Global Retail and Consumer Goods consulting practice. Additionally, Schottmiller led consulting engagements for Walmart and was the Chief Insights Officer/founder of Cisco’s FastRetail big data analytics platform. Prior to Cisco Systems, he spent over 15 years at Kurt Salmon Associates (currently Kurt Salmon*) where he rapidly progressed through the ranks and in last role was Senior Principal in the Retail and Technology Innovation practice.

Paul Schottmiller - Merkle

“Merkle’s rapid growth trajectory, as well as its unique and innovative approach for creating next generation CRM, set it apart from its competitors,” says Schottmiller. “I am excited to join the Merkle team, delivering customer-centric solutions that create competitive advantage for our retail and consumer goods clients along with value for today’s omnichannel consumer.”

Mike Mojica, SVP and GM for Merkle’s Retail and Consumer Goods practice, adds: “Paul’s extensive knowledge of the retail and CRM industries, as well as his background in the consulting industry, make him a perfect fit to further develop strategic and successful relationships with our clients.”

* Kurt Salmon Associates was rebranded to Kurt Salmon following the merger with Ineum Consulting in January 2011.


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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019 Consultancy.uk

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.