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2011 Recommendations & References {contacts redacted} draft


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2011 Recommendations & References {contacts redacted} draft

  1. 1. Former Managers & ClientsCynthia Cheng CorreiaKnowledgeInform [former Fuld] or see also HagySelect Equity Group [former CBM] see also KingDuPont [former GE] {work} or ? {home} see also ColleaguesJeff BloomCBM {work} or see also RuszalaMaritz [supported internally & externally] {work} or see also DarnowskiPRSA [former Oliver Wyman & Lexis-Nexis] or see also personal referencesBarbara {work} or bargring@yahoo.comLisa Rosenberger Balbes, see also Miller Steiner, {work} or {home} see also
  2. 2. Recommendations For Anna Shallenberger Intelligence Services“Anna & I first met on the Internet in connection with SCIP & SLA over the years. Recently I had the pleasure of meeting this dynamoat SLAs 2010 annual conference where she directed the Competitive Intelligence Divisions speakers, presentations, & numerouslogistics that accompany conference planning.Anna was thrown so many curve balls during this conference. In my case, I spoke on Early Warning, the third speaker after twoothers had cancelled. Anna took it all in stride. She was there for all of us speakers & connected us with the powers that be withinSLA & the New Orleans Conference Center to make things work. She is incredibly organized & responsive!” July 2, 2010 st1 Ellen Naylor, CEO, The Business Intelligence Source was with another company whenworking with Anna at Shallenberger Intelligence Services“I had the privilege of meeting Anna at the 2010 SLA Annual Conference in New Orleans where she was chair of the CompetitiveIntelligence Divisions meetings.I have to say, Ive been to a LOT of CI meetings over the past couple of decades (over 100 on four continents), but this was one of thevery best. The engagement of the members around the subject matter was clearly well-thought out in advance & I believe Anna wasthe driving force behind that dynamic. Likewise, the networking half of the meeting was also well put together to encourage themaking of new friends & memories to go with them.Im looking forward to getting to know Anna on a professional level in the future, as well, as I understand from several sources that,her consulting, research & analysis capabilities are even more impressive than her event planning. Well done!” June 24, 2010 st1 Arik Johnson, Founder & Chairman, Aurora WDC was with another company when working with Anna at ShallenbergerIntelligence Services“I recently met Anna for the first time under high pressure, "real time" conditions & was highly impressed with her strategic,operational & CI expertise. She successfully ran a conference program which I attended which demonstrated her competitiveintelligence connections & experience. Anna also served on a panel with leading experts in CI & provided some of the best CI insightsoffered. Anna is a true professional & I look forward to the opportunity to work with her in future. I would have absolute confidencein her ability to deliver quality work to her clients.” June 24, 2010 st1 Claudia Clayton, Managing Director, Expedient Resource was with another company when working with Anna at ShallenbergerIntelligence Services“Not only is Anna bright & capable, she is extraordinarily task & detail-oriented. She almost single-handedly organized, planned &executed the recent CI Division program at the SLA 2010 annual meeting & conference, which was very successful in terms ofcontent, format & overall experience. Anna brings a great deal of energy & strong communication skills to her projects. In additionto her considerable abilities, she is an impressive leader -- personable, transparent, inclusive & motivational. I am certain Anna willbe successful on any path she chooses. I hope to work with her again soon, & often.” June 23, 2010 st1 Toni Wilson, Principal Consultant & Educator, MarketSmart Research Services was with another company when working withAnna at Shallenberger Intelligence Services“Anna led the planning effort for the SLA Competitive Intelligence Division at the SLA Annual Conference. In this capacity, she tookon the considerable task of leading, managing & coordinating sessions, speakers, moderators, & all the myriad logistics involved inplanning for an international conference. Her attention to detail is remarkable, & she kept the various stakeholders informed of herprogress every step of the way. Even with some major last-minute changes, Anna produced a top-notch conference experience forconference attendees.” June 22, 2010 st1 Scott Brown, Owner, Social Information Group was with another company when working with Anna at Shallenberger IntelligenceServices
  3. 3. Research Director CBM Capital“Anna excelled at getting me the information I needed in a comprehensive & timely manner. When needed, she distilled theinformation into a highly concise, unique list of the most important pieces of information I required. She worked well as a strategicpartner in getting to the data points that we needed. She takes direction well, too; when I made a specific request, I receivedexactly what I asked for.” February 5, 2009 st1 Adam Marlin, Research Analyst, CBM Capital, Inc. worked directly with Anna at Private Investment Partnership“I had the pleasure of working with Anna & would recommend her strongly. She is an incredibly hard working person: smart, open tonew ideas & constructive criticism, & an expert in her profession. In short, she would be an asset to any organization.” January 12,2009 st1 Jeff Bloom, Analyst, CBM Capital worked directly with Anna at Private Investment Partnership“Anna has a forthcoming, no nonsense style that I find easy & enjoyable to work with. She clearly articulates her research needs & isextremely responsive whenever I need clarification or additional direction through the research process.” March 17, 2008 st1 Christina Banker, Business Researcher, Cannon Banker Research Services was a consultant or contractor to Anna at PrivateInvestment Partnership“I have had the pleasure of collaborating & working with Anna in professional development efforts. Anna consistently applies hervision, intelligence, insights, depth & breadth of experience, & energy to each endeavor, elevating outcomes & enhancing theexperience for everyone involved. Her capacity to balance detail-orientation with the big-picture & her ability to connect withpeople & draw connections between concepts, ideas, & practices are tremendous assets to her colleagues, organization, & field.Moreover, Anna combines these traits with a commitment to excellence that is the mark of her work. I look forward to our futurecollaborations.” February 20, 2008 st1 Cynthia Correia, Owner, Knowledge inForm, Inc. was a consultant or contractor to Anna at Private Investment Partnership“It has been an honor working with Anna. Shes a cheerful person to be around, is extremely thorough & dependable, knows whatshe wants & doesnt settle for anything less- all great assets to have. She pays attention to detail while never losing sight of thebigger picture. Anna always strives for the best & knows how to get it. I wish her all the best!” February 4, 2008 st1 Mallica Khajanchi, Sr. Consultant- Client Solutions Group, FirstRain, Inc. was a consultant or contractor to Anna at PrivateInvestment Partnership“We have been working with Anna for several years, & she has become one of our favorite clients. She understands the challengesof market research, & has inspired us to work better & smarter, to her benefit, as well our other clients.” January 15, 2008 st1 Andrew Scherer, Owner, Scherer Cybrarian Services was with another company when working with Anna at Private InvestmentPartnership“I have worked with Anna since 2006. Not only has it been an enjoyable experience, but I have always found her to be thoroughlyprofessional & highly knowledgeable.” December 18, 2007 st1 Wayne Russum, Senior Vice President, Director, Opinion Research Corporation was a consultant or contractor to Anna at PrivateInvestment Partnership“As research director, Anna is wonderful to work with. She is always willing to work within our schedules & talk over projects &research strategies. It is a pleasure doing business with her & having a fellow researcher to bounce ideas off of.” September 6, 2007 st1 Ruth Balkin, Owner, Balkin Library & Information Services was a consultant or contractor to Anna at Private InvestmentPartnership“Anna is a highly skilled & detail oriented researcher. Her ethical & honest approach to her business dealings makes her a valuableemployee & it has been a pleasure to have her as a client.” August 29, 2007
  4. 4. st1 Jane Bond, Account Manager, LexisNexis was a consultant or contractor to Anna at Private Investment Partnership“I have worked as an information consultant with Anna on a number of projects, & it has always been a pleasure. She is alwaysextremely thorough & engaged, & she is excellent at defining parameters. She is very adept at thinking through new & innovativeways to search for information.” August 6, 2007 st1 Liz Miller, Information Specialist, Freelance was with another company when working with Anna at Private InvestmentPartnership“As a consultant, I have had the good fortune to work with Anna Shallenberger on a number of projects. Her expertise & leadershiphave guided me on searches, for which she incorporates innovation in search strategies. I have had a rewarding & educationalexperience working for her.” August 4, 2007 st1 Lisa Ryan, Information Specialist, Stellar Searches was with another company when working with Anna at Private InvestmentPartnership“Anna is always very personable & professional. She is a pleasure to work with.” August 2, 2007 st1 Linde Whitney, Sales, Chain Store Guide was a consultant or contractor to Anna at Private Investment PartnershipMarket Intelligence Director Maritz, directly then as contractor“Anna provided excellent market intelligence to aid business planning in financial services. She uncovered information well beyondtraditional sources to fully inform business strategy. Anna helped develop target lists for business prospecting. She provided greatservice & support as a contractor & was very proactive. I found her to be a solid thinking partner & determined researcher.” January17, 2010 st1 Jennifer Kallery, Director Marketing & Strategic Intelligence, Maritz Motivationworked with Anna at Maritz, directly then as contractor“I have known Anna to be quite diligent, thorough, enthusiastic & creative in her work at Maritz in market intelligence.” October 27,2009 st1 Brian Carlin, President, Maritz Learning, Maritz worked with Anna at Maritz, directly then as contractor“Anna is an exceptional person. Very helpful & fun to work with. Shes very resourceful & dependable. I would love to work with heragain & would be glad to recommend her. I believe she would be an asset to any employer.” October 7, 2009 st1 Ademilola Mark Adekoya, Manager, Pricing Proposal & Deal Management, Maritz Incworked with Anna at Maritz, directly then as contractor“Anna took care to understand my information needs & then proceeded to fulfill them with insight & in a timely manner.” October2, 2009 st1 Paul Cousino, Research, Maritz worked with Anna at Maritz, directly then as contractor“I have worked with Anna on a number of engagements & have always found her to be enthusiastic, determined, & committed todelivering above & beyond whatever is asked of her. Anna is adept at sifting through reams of information & extracting the mostcritical nuggets. I thoroughly enjoyed working with her & would highly recommend her for any market intelligence role.” September28, 2009 . Top qualities: Great Results, Personable, High Integrity st1 Marcia Crumley, hired Anna as a Business Consultant in 2004, & hired Anna more than once“Anna is a thorough, articulate & conscientious researcher who provided detailed information during high pressure projects.”September 10, 2008. Top qualities: Great Results, Personable, Expert st1 Shea Adelson, hired Anna as a Business Consultant in 2000, & hired Anna more than once
  5. 5. “I worked with Anna Fay on several market research projects & found her to be intelligent & knowledgeable in the areas or researchdesign & analysis. In addition, she worked hard to go "beyond the research", to understand our business issues & how the researchshe was working on would help us answer our questions & solve our problems. She was a great contributor to our success!”February 22, 2008 st1 Chris Gaia, Vice President Marketing, Maritz Travel worked with Anna at Maritz, directly then as contractor“Anna partnered with me on several research projects while we were both at Maritz. She provided solid counsel & collaboration,asking critical research questions while keeping the strategic picture in mind. Furthermore, I really enjoyed working with Anna &appreciated her valuable support. I hope to work with Anna again someday!” November 2, 2007 st1 Tracy Kulhan Wussow, Research Manager, Maritz Loyalty Marketing worked with Anna at Maritz, directly then as contractor“Annas marketing intelligence skills were beyond belief. She was very critical to some of the learnings & discoveries we uncoveredto support our business plans & strategies. I would recommend Anna in this capacity any day!” October 26, 2007 st1 Jerome Alexander, Director, Sales Strategy & Support, Maritz Inc. worked with Anna at Maritz, directly then as contractor“Anna is a tenacious researcher with a remarkable ability to unearth new & useful information. She is passionate about her field &works diligently to deliver results.” October 25, 2007 st1 Craig Hogan, VP, Marketing, Maritz worked with Anna at Maritz, directly then as contractor“Anna is an intelligent, experienced professional. She is resourceful & diligent. She is an independent thinker who works wellautonomously & as a dynamic team member. She empowers her direct reports & shares credit. She is deserving of my highestrecommendation.” August 11, 2007 st1 Julie Skinner, Research Project Manager, Maritz Inc. worked directly with Anna at Maritz, directly then as contractor“Anna is an extremely professional individual who I had the pleasure of working with while she was at Maritz. She has the uniqueability of being able to analyze the big picture while still maintaining the attention to details.” August 6, 2007 st1 Christina Ritchie, National Account Manager, LexisNexis was a consultant or contractor to Anna at Maritz“Anna is clearly an expert in all things related to competitive intelligence & understanding market behavior. Anna displayed expertknowledge while also asking & listening to gain insight from her client, & presented findings in a clear & effective manner. A greatresource.” August 2, 2007 . Top qualities: Great Results, Personable, Expert st1 Mark Witzling, hired Anna as a Business Consultant in 2003, & hired Anna more than once“Always had excellent experiences with Anna. Shes an established research professional that consistently delivered exemplarywork.” August 2, 2007 st1 Bob Moore, Director Product Management, Maritz worked directly with Anna at Maritz, directly then as contractor“Anna was an active & engaged member of the Young Friends of the Saint Louis Science Center & her enthusiasm is contagious. Shewas the Chair for our Planetarium Party which exceeded our goals for both attendance & fund raising.” August 2, 2007 st1 Paul Carlson, Director, Alliance Programs, TALX Corp was with another company when working with Anna at Maritz, directly thenas contractor
  6. 6. Director, Knowledge Leverage GE Capital GEFA (now Genworth)“Anna is the consummate professional who takes pride in her work & is always focused on the customer. While her research skillsare exceptionally strong, her uncanny ability to think outside the box gives her the ability to get to the heart of what her customerrequires, all in a timely manner.” October 19, 2009 st1 Mildred Lorenti, Manager, General Electric Asset Management worked with Anna at GE Capital GEFA (now Genworth)“Anna was a colleague of mine while at GE. She has strong research skills & was chosen to lead GEFAs knowledge managementeffort.” September 27, 2009 st1 Jim Smallwood, Corporate Library & Research Manager, GE Capital worked with Anna at GE Capital GEFA (now Genworth)“Anna’s…. performance was top notch. Always thorough in her work with a propensity for innovation.” September 25, 2009 st1 Joseph Connors, President, GE Investment Distributors, Inc., GE worked with Anna at GE Capital GEFA (now Genworth)“I worked with Anna Fay back in 2000 - 2001 on business intelligence programs. She was responsible for organizing the activities ofthe various business units, which she did admirably. Anna Fay was always organized & on point in coordinating the businessactivities.” October 13, 2008 st1 Peter Wiesinger, VP, Marketing, Genworth Financial worked with Anna at GE Capital GEFA (now Genworth)“Anna was a pleasure to work with. She is detailed oriented, a team player & customer focused. If given the chance I would love tohave her back on my team.” September 9, 2008 st1 Deb Sandgren, SVP, Marketing Director, GE managed Anna at GE Capital GEFA (now Genworth)“I worked with Anna at GE Capital for several years. She was a detailed, thorough researcher with excellent library managementskills. Her inquisitiveness & investigatory styles allowed her to provide unmatched results for the employees that sought her out forassistance.” December 23, 2007 st1 Roberta (Bobbe) Ferguson, librarian, general electric worked with Anna at GE Capital GEFA (now Genworth)“Anna is both a knowledgeable research professional & a valued & respected team member. Her expertise & dedication were key tosurfacing information necessary to successfully implement projects where limited planning data was available.” November 4, 2007 st1 Christine Dias, VP Marketing, Genworth Financial worked directly with Anna at GE Capital GEFA (now Genworth)“I had the pleasure of working with Anna at GE. Anna was always ready to lend a hand. Her expertise in knowledge management &research was highly valued in our department.” October 22, 2007 st1 Joseph Franchina, Project Manager, GE Financial Assurance worked directly with Anna at GE Capital GEFA (now Genworth)“I worked with Anna while at GE & highly recommend her. As Director of Knowledge Leverage, Anna was an incredible source for allthings related to the business & a great person to work with.” October 21, 2007 st1 Dan Womack, Market Research & Strategy Leader, Genworth Financial worked with Anna at GE Capital GEFA (now Genworth)“I had the pleasure of working with Anna during my time at GE Financial within the Strategic Marketing department. Anna wasbrought in to build GE Financials Knowledge Management capability. With limited resources & a tight time line Anna was able toaccomplish the goal of establishing the KM function. This was a critical capability for GE Financial as cross-functional managers reliedon key information to manage their businesses; Anna was proficient & adept in providing the critical information they needed.”August 4, 2007 st1 Andrew Blum, Director, Nielsen worked directly with Anna at GE Capital GEFA (now Genworth)
  7. 7. President Shallenberger Information Services“Anna is an extremely professional & proactive research professional. She supported a number of consulting projects at our firmthrough her skills digging up extraordinarily difficult-to-find but directly relevant business data. I believe her work is differentiatedthree ways:1) Deep knowledge of how to find source information on almost any topic2) Strong business experience that allows her to provide different angles & original ideas on how & why information that she canaccess might be of interest to clients3) Genuinely friendly, helpful attitude that makes clear that demands on her can be made & will be met at all hours, as needed inprofessional services.I heartily recommend Annas work.” September 25, 2009 st1 Jeff Oxman, Senior Advisor, TPI, Inc. managed Anna indirectly at Shallenberger Information Services“As the scheduler for St. Barts Sailing Anna assumed the burden of getting people aboard the clubs sailboat for up to four weeklysailing excursions. She exhibited considerable grace under the pressure, as members & guests frequently changed reservations orexpressed unusual expectations of the clubs volunteer managers. Anna is detail oriented & dedicated to tasks for which she isresponsible. She does not lose sight of the big picture even when dealing with the minutia.” October 24, 2007 st1 Mia McCroskey, PMP, CSM, Commodore, St. Barts Sailing managed Anna at St. Barts Sailing“I worked with Anna on many charitable projects such as the American Museum of Natural History & the Young New Yorkers for thePhilharmonic. She is a peerless organizer & leader who developed projects & saw them through to completion.” August 16, 2007 st1 David Steiner, Trial Lawyer, United States Dept. of Justice was with another company when working with Anna at ShallenbergerIntelligence ServicesManager Top Tier Financial Services Firms NYC“In the many years I have worked with Anna, she has shown strong leadership skills in charitable work. We served together oncommittees at the Natural History Museum in Manhattan where she helped develop a foundling junior council into one of thelargest of such organizations in NYC. That work in particular would make her more than qualified to continue her leadership in thisarea of endeavor.” September 28, 2009 st1 Andrew Goodwin, Manager, Bletchley Management, LLC worked directly with Anna at Top Tier Financial Services Firms NYC“I have known Anna professionally for a number of years. As a member of the Library community & the director of an InvestmentBanking Information Center, I have had the opportunity to discuss with Anna a number of managerial & research issues & she hasalways been generous with her time & provided good feedback.” August 11, 2009 st1 Kathy Cray, Director, UBS was with another company when working with Anna at Top Tier Financial Services Firms NYC“Anna is extremely hard working & intelligent & would be a valuable asset in any capacity or project in which she becomes involved.In the many years Ive known her, she has always been a great networker, which has aided her ability to deliver cutting-edgeresearch & conclusions for financial services industry customers. She is a really good person who took significant time to help mesort through some job opportunities & ultimately my selected position.” October 31, 2007 st1 Christina Schoen, VP, Citigroup was with another company when working with Anna at Top Tier Financial Services Firms NYC“After working with Anna Shallenberger at Cowen & Company in NYC, I can definitively say that Annas professional performance isof the highest standards. She is self-motivated, intense & resourceful. Her true desire to service the needs of her clients to helpthem obtain their goals is refreshing in that she truly desires for their success. Anna has an adept ability to listen to a clients overallobjective & access the resources needed to meet, & consistently exceed, their needs. She takes information research to the nextlevel for her clients in ways they have not even considered. It is this innovation & expertise that compliment Annas overall ability asa communicator & put her in the top echelon of research specialists. I would highly recommend Anna to a firm or individual thatdesires a professional & rewarding experience.” August 19, 2007 st1 Selena Lynn Pickering, Founder / President, Ping Pong Book Club worked with Anna at Top Tier Financial Services Firms NYC
  8. 8. Coat Check Hostess (winters) Bentleys Restaurant“My father, who managed Bentleys & hired Anna, has passed away. However, I recall how happy he was to have her working there,considering Anna to have a strong work ethic & sense of responsibility that can be somewhat atypical in many teenagers. She wasvery diligent with her duties, willing to stay late or come in early as needed, & always very cheery with customers. As often the first& last face the diners saw -- Annas interactions were an important aspect of the whole experience.” September 24, 2009 Topqualities: Great Results, Personable, High Integrity st1 Greg Altin, hired Anna as a Business Consultant in 1981Student Westminster College“Anna Shallenberger has been a friend of mine since childhood. We were both very involved in church activities at Second BaptistChurch. Anna & I attended Westminster College in Fulton, MO & we were both Kappa Kappa Gamma Sorority Sisters. Annademonstrated leadership skills by her involvement in campus activities. Anna showed great knowledge & high standards in heracademics & graduated with honors. She is a loving & loyal friend who has supported me throughout the years.” September 24,2009 st1 Anne E Riggs, Music Teacher/producer of Midwest Lyric Opera/Jefferson City Branch, self employed, studied with Anna atWestminster CollegeStudent Albert-Ludwigs-Universität Freiburg im Breisgau“I studied with Anna at Albert-Ludwigs-Universitat in Freiburg, Germany. It was a rigorous curriculum & Anna was always wellprepared & brought interesting perspectives to our discussion. She was always willing to collaborate & learn more about a topic.”September 24, 2009 st1 Jon Paukovich, Vice President, Mortgage Lending, Ent Federal Credit Union, studied with Anna at Albert-Ludwigs-UniversitätFreiburg im Breisgau“Anna & I were fellow students in an English language semester abroad program in Freiburg, West Germany, studying the economics& politics of the European Community. Anna was a hardworking & thoughtful contributor to our discussions & a good friend, in &out of class. I have spent time with her at our periodic program reunions & continue to be impressed with her personal qualities.Shed be a contributor to any professional environment.” September 24, 2009 st1 Rob Munnelly, Student, Tufts University, studied with Anna at Albert-Ludwigs-Universität Freiburg im Breisgau
  9. 9. To Whom It May Concern,Please accept this letter as my personal recommendation for the consideration of Anna Shallenberger as amember of your organization.Anna and I first crossed paths during my tenure with Maritz Loyalty Marketing, a global agency servicingFortune 500 clients in the customer relationship management industry. My role at the time was Director ofAnalytical Services. A main need for our organization was to obtain an improved view of our competitivelandscape. The intellectual capital that Ms. Shallenberger brought with her was astounding and went farbeyond any expectations.More recently, I contacted Anna for a series of business needs surrounding a new business unit I joined atMaritz, Learning. Our timelines were short, and our needs strong in terms of conducting a market analysis ofthe financial services market. Anna was true to form as she provided a mountain of structured data thatyielded far improved insight into the industry, from which we were in a far better position to develop productsand services that were more appropriate to the market with an aligned communications plan. Beyond theinitial market analysis stage, which was to be a 3-4 week project, we continued to engage Anna to this veryday for a myriad number of tasks including, but not limited to: Prospecting Dossiers, Financial SME, secondaryresearcher and business development.To summate my relations and experiences with Ms. Shallenberger, I’ve found her to be extremely wellrounded and affluent, continuously demonstrating a wide and diverse array of unique talents and skill setsrarely found in one individual. Ms. Shallenberger epitomized strong work ethics with a continuous eagernessto assist in advancing our organization.In closing, I fully believe that Ms. Shallenberger possesses the ideal qualities and characteristics you seek inapplicants and I am pleased to recommend her to your organization.If at any time I can be of further assistance, please do not hesitate to contact me.Sincerely,Jim Ruszala
  10. 10. To whom it may concern:This letter is written in reference to the outstanding market intelligence work Anna Shallenberger performedfor Maritz Research. Her leadership and guidance on our projects were invaluable ... she helped us determineoverall objectives, clarify project scope, and ultimately obtain information that was key in building our marketstrategy.Annas strengths include a unique ability to think strategically combined with an exceptional ability to executeeven the most complex projects. Her organizational skills, process orientation, and follow-through are superb.She adjusts to changing conditions and demands quickly. I found her proactive problem-solving approachvery refreshing as was her ability to effectively manage multiple priorities from multiple managers.Anna is the type of employee that doesnt just do the job and go home. She takes ownership and makes surethat she adds value beyond the requirements. I would highly recommend her for employment because I amcertain she will help you achieve your goals.Respectfully,Phil Wiseman, Vice President, Marketing, Maritz Research Inc.To Whom It May Concern:This letter is to recommend Anna Shallenberger for opportunities within your organization. During her time at Maritz,Anna provided many significant contributions and consistently demonstrated the highest levels of professionalism andquality.Anna’s proactive research and timely delivery of projects helped us succeed on numerous occasions. For example, Annawas tasked with researching strengths and weaknesses of a new competitor under the briefest time constraints. Herthorough data and thoughtful analysis was instrumental in helping Maritz capture a $2 million project against thiscompetitor.Anna is a consummate professional who will be an asset to any organization she joins.Sincerely,Dave Caldwell, Group Vice President, Maritz Inc.To whom it may concern:I had the pleasure of working with Anna while she functioned in her role as Director of Business Research inMarketing Intelligence at Maritz. Anna is truly a top performer. She does whatever it takes to get the job done.I requested, more than once, that she obtain some intelligence on an extremely aggressive deadline. Forexample, we were actually in just about to begin a stand up presentation with a client when we learned ofsome unexpected and not very well known competition. Anna was literally providing just in time information topresenters blackberries. Anna seemed to attain the unattainable -- information that other marketingintelligence contacts were simply not able to provide.Anna can synthesize a large amount of information to only that which adds value, by employing herorganizational and management skills. Anna also has the unique ability to get along well with all types ofpeople. She is extremely positive and truly one of the most pleasant people with whom I have worked.If you need to discuss any other of Annas attributes -- feel free to call me.Respectfully,Dolores Rodenberg, Client Solutions Director, Maritz
  11. 11. Hello,It is my understanding the Anna Shallenberger has applied for a position within your organization. I cannotrecommend her strongly enough. I have known her for approximately two and half years. Over the last yearand a half, she was a direct report of mine while I was the VP Marketing & Product Management; I moved onrecently to become VP Capital Markets. Prior to that, we had worked on a couple of projects together.As the VP Marketing & Product Management, Anna was instrumental in keeping both me and the organizationinformed and up to date in a variety of business critical areas:1. Operational Improvement - She is the key driver and architect of our "Digital" library effort. Whencompleted, it will allow archiving, searching and retrieval of all documentation within the organizationindependent of the source. This is a monumental task since GEFA is a cobbling together of 16 differentinsurance companies each with their own data peculiarities. The benefits of this project are bettercommunication & sharing, cost efficiencies, direct 24/7/365 accessibility, and elimination of duplication.2. Strategic Positioning – Anna’s critical assistance in helping our group design GEFAs go-to-market-strategyresulting in Immelts (new CEO of GE and an ex-marketeer) comment to us that GEFA had a "more thoroughunderstanding of its current & emerging customers and a better articulated plan than any of the other 40 GEbusinesses."3. Vendor Management & Relations - She has managed the relationship with many of our key vendors such asIAB, Yankelovich, LIMRA, Macromonitor.... These relationships have grown over the last few years and haverequired extensive customization for each of GEFAs SBUs and channels.4. Internal SBU Relationships - For the GEFA sub-businesses, Anna is their day-to-day "face of headquarters."Her responsiveness and ability to engage the various groups within GEFA makes her the "go to" person formarket research. This is quite a compliment when one considers that each of these sub-groups has their ownmarketing research group of professional; it is these professionals that find her services so valuable. Putbluntly, they just like working with her because she always gives them more than they expect and is "easy todeal with and always returns my calls."As a person I have found her extremely sincere and dedicated. She doesnt cut corners, has very high energyand unyielding integrity. She gets along well with people at all levels of the organization and quicklyunderstands their concerns. As a result, I have often used her as an objective sounding board and reviewerprior to the presentation of my own work. On project delivery, she has always come though when it counted.If you have any further questions or comments, please dont hesitate to contact me. Should you decide to hireher, I believe you will be truly happy with both her and her work.Sincerely,Joseph A. King Jr. Ph.D.VP Capital Markets
  12. 12. Dear Sir/Madam:I would like to take a few minutes of your time to tell you about Anna Shallenberger.I have worked closely with Anna on two major GEFA corporate initiatives in the competitive intelligencearea. Part of my job responsibilities includes legal responsibility for CI issues within GEFA and acomponent division of GEFA, RSG.Anna managed our initiative to revise and implement updated corporate CI guidelines. This was a majorundertaking, which involved the many diverse companies, products and multiple distribution channelswithin GEFA. These channels and companies create and distribute a very wide range of financialservices products, including variable and fixed insurance and annuity products, affinity products andmarketing, term insurance, LTC insurance, and asset management products and services. Annaaggressively managed the project, including creating the project plan, assisting the various businessunits in identifying and producing information and VOC on existing CI practices and needs, and drivingthe project to conclusion, including the creation of new CI guidelines and approval by GEFA GeneralCounsels office.This project was highly visible within the highest levels of GEFA, and Anna managed it with efficiency,energy and creativeness. My opinion is that she did an outstanding job, and I do not believe the projectwould have been completed without her skills and focus on managing the project to a successfulconclusion. Anna is particularly adept at using CAP tools to drive consensus building.I am also presently working with Anna on another GEFA wide project, the creation of a digital libraryincluding a significant CI component. She is driving the present project just like she did the previousproject, and exhibiting the same drive, energy, ability and dedication to completing the task.I would be happy to speak with you directly if you have any questions, or if I can provide furtherinformation about Annas abilities. I speak from direct experience, and recommend her most highly. Sheis a highly effective project manager for complex, high visibility projects, and has demonstratedher knowledge of CI needs and processes to a wide variety of business units with very different products,distribution channels and CI needs.Thomas E. DuffyVice President & Associate General CounselGE Financial Assurance
  13. 13. Hello.I understand that Anna Shallenberger is a candidate for a position with you; I worked closely with her some years agoand wanted to offer my warmest recommendation on her behalf.The context from which I write: I was a Senior Consultant with Sibson and Company from 1995-1998, during which timeAnna provided critical research assistance to me on strategic consulting projects which I was running (or working on) inNew York, Toronto, Raleigh, and Johannesburg, South Africa. Her work with me was not one-time; rather we requestedit repeatedly over the course of a couple of years.What impressed me so much about Annas style is that she has a relentless focus on meeting her customers needs;shell "do what it takes" to help not only herself but others be successful. If one line of research failed, she was alwaysknowledgeable about alternative ways to capture important information - and 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 and awareness.Downstream on consulting project work, Anna provided even more value-added, with her ability to efficiently distillresearch output (which was always voluminous, thanks to her inevitable success in finding what we needed) into concisebut complete summaries of information that helped us "dig deep" to diagnose problems and provide strategic solutions.It is rare in my experience to work with people who have both raw on-line horsepower in a research / knowledgemanagement discipline, yet the strategic sense as to how to be a team player in solving hard business problems. Annahad that combination and I and my consulting teams always benefited from that.A word about Anna the person - shes someone who deeply cares about doing right, not just doing well. Weve kept intouch over the years with regard to a number of charitable enterprises with which shes been involved (and hasencouraged me to learn about). Im amazed at her energy level, in keeping up with both a very challenging workschedule at the same time as playing an active role in a variety of community groups both in Connecticut and New YorkCity. Its just another combination thats unusual to see and that I appreciate in her.If you wish, I would be happy to take time to answer any type of follow-up questions you might have. I currently run asmaller management consultancy, MPact Consulting, which is based in New York, Chicago, and Dublin, Ireland. I plan tobe in my office in New York all next week at 212-599-5109. Please feel free to contact me at any time.Thanks and best wishes.Sincerely,Jeff Oxman , Founder and PrincipalMPact