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 Expert  726174

Expert in Human Behavior: Motivation, Change, Segmentation, Satisfaction, Loyalty and Advanced Statistics

Available for your Consulting and Expert Witness Needs

Wisconsin (WI)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

Expert (behavioral economist and statistician) has 25 year's experience conducting research and evaluation projects. His experience is deep in healthcare, insurance, human resources, and consumer packaged goods. Recently, he worked for Kohler Co. as a market researcher over a 12-month span while filling in while the marketing manager was on leave. More recently, Expert led a research group for the GAMA Foundation—leading to the publication of the 2015 "Attracting the Right People: Understanding and Attracting Your Future Top Performers". Currently, he is working with a network of employers focused on health care quality improvements: a recurring 4-year benchmark study now it is 3rd iteration spanning 12 years.

Expert is expert in research methodology, analysis and panel research (recently having conducted a review of best practices for panel quality management).

As a behavioral scientist/economist, Expert is distinguished in his work by the routine application of the principles of behavioral science/economics to enhance project deliverables. Expert has served as adjunct faculty for undergraduate and graduate courses in psychology and test/survey development. Expert is owner of Monalco Research.


applied statistics




behavioral science


chi-square method


market segmentation


consumer choice prediction


consumer purchasing behavior


consumer survey


customer satisfaction


customer segmentation




data analysis


gap analysis


market research


marketing brand management


multivariate statistical analysis




public health




statistical data analysis


statistical survey




survey design


survey statistics

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Chicago, Illinois;  Rockford, Illinois;  Elgin, Illinois;  Waukegan, Illinois;  Arlington Heights, Illinois;  Milwaukee, Wisconsin;  Madison, Wisconsin;  Green Bay, Wisconsin;  Kenosha, Wisconsin;  and Racine, Wisconsin.

Year   Degree   Subject   Institution  
1998   Ph.D,   Health and Behavioral Science   University of Colorado-Denver  
1980   Masters of Science (Research)   Personality and Social Psychology   Saint Louis University  
1976   Bachelors   Psychology   University of Wisconsin  
2009   Continuing Education   Advanced Statistics   SPSS, Inc  

Work History:
Years   Employer   Department   Title   Responsibilities

2003 to







Market research support to numerous clients including Arbor Strategy Group, Helios Consulting, Kurtz Consulting with projects conducted on their behalf for Kraft, Pyrex, Serta, and Wrigleys, and CVS Pharmacy. An array of other client types include Milwaukee Downtown Business Group (BID 21), The Alliance, American Public Works Association, and many others.





Firearm Injury Center


Project Manager/Statistician


Managed statewide surveillance system for tracking homicide/suicide rates. Provided data to other groups including law enforcement. Provided guidance in interpretation and use of data. Developed control charts to help identify and evaluate morality spikes.

1999 to 2001


Healthwise Tools





Owner of small business focused on development of behavior change software.

Career Accomplishments:

MENG American Psychological Association American Marketing Association ASAE Association Forumland of Chicago



Professional Appointments

Formerly on the Advisory Group for the Wisconsin Antibiotics Resistance Network

Publications and Patents Summary

Over his career, he has co-authored numerous professional (peer-reviewed) publications and provided a number of professional presentations; most recently of a behavioral model for segmentating populations into smaller groups based on a behavioral hierarchy of commitment/loyalty at a national conference.

Selected Publications and Publishers  
 - American Society for Association Executives: Marketing and Membership Conference Proceedings  

Government Experience:
Years   Agency   Role   Description
1996 to 2000   Centers for Disease Control/Denver Public Health   Project Manager/Analyst   Provided analytic and behavior modeling support to national survey of sexual behavior. Conducted analyses to understand stages of behavior change using sophisticated behavioral models.

Consulting Services:
Selected Consulting Examples:
  • Client: A large multinational client. This client was serving multiple industries with global operations when it requested a customer segmentation as part of a new product roll-out. A complex project, with many stakeholders, high expectations, and a tight timeline, he developed the survey methodology and performed the quantitative analysis that enabled the team to complete the project cost effectively and on time.
  • Client: A downtown business network. Over the years, he has conducted regular community surveys of awareness, brand perception and usage over a six-county area. The results of these benchmark surveys are used to develop business tactical plans each year. Again, he has been able to provide insights into population segments, which have served to guide a re-branding campaign by appealing to the segment types in promotional and advertising campaigns.
  • Client: A training organization. This client wanted to publish a white paper and a book based on a six-year project in which she collected qualitative data obtained from women of CEO-caliber. From a mass of nearly 500 surveys consisting predominantly of open-ended responses, data were analyzed using cutting-edge text analysis methods. Ultimately, the results of the obtained codings were included in quantitative analyses and presented at several professional meetings. Reponses to the findings have been enthusiastic and the client is currently working with an editor to publish the findings. Expert will be formally credited for his support to this project; both analytic and conceptual.
  • Client: A national association and a not-for-profit employer network. Working with a long-term client, he developed a methodology for tracking and segmenting member and nonmember behavior. This behavioral segmentation, The Fidelity Classification System™ was the foundation for all marketing communication efforts ultimately responsible for company top-line revenues. For the same client, he designed and conducted a study of unprecedented magnitude, which became known as Project 360. Project 360 laid the foundation for many of the activities that to this day engage the client including member services, member recruitments, product development and brand development and marketing communications. and served as a critical input into our long-range strategic planning process. As a continuation of that project, we are designing a segmentation tailored to help us help our members understand and manage health care costs and utilization.
  • Client: A large stategic branding company with international reach. On behalf of this client, he regularly provides analytic survey support for companies such as Kraft, Serta, Pyrex, Serta, Wrigleys. These consumer-packaged goods companies have a true appreciation for the value of customer segmentation. For each, he introduced complex analyses designed to segment customer populations and to understand the underlying motives, needs, satisfactions with various products—both new and established.
Recent Client Requests:
  • Expert in Psychometric survey analyses (reliability, validity, item analysis)
  • Expert in human behavior for consulting on a sales training course.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

Market Research:
He has enhanced and applied models from behavior science to a host of other situations. As a social psychologist, he has a rich understanding of the evolutionary principles that undergird human tendencies, desires, motivations and ultimately our 'rationality'.

The models Bill employs help to translate behavioral axioms into actionable, practical strategies for improving relationships, brand images, and human relations (whatever your entity).

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

He has routinely provided training and education related to market research and anaysis including complex analytic methods that provide real insights, and psychological models for effecting behavior change. These are related processes for understanding and compelling consumer, patient and community behaviors.

Supplier and Vendor Location and Selection

Behavioral science serves as the foundation of current thinking in many areas, including those as disparate as marketing and health. While not always evident to those in marketing or those working in human resources at a hospital, for him psychology and behavioral science are at the root of, and an essential element in facilitating superior insights into behaviors such as decision-making, behavior change and the like.

Other Skills and Services

Supporting his conceptual work, He has developed robust skills in statistical analysis. These analytic methods provide a much richer (read 'realistic') understanding of life circumstances. In effect, they do not over-simplify. At the same time, he is skilled at translating results of these analyses into layman's terms and at recommending sound strategy.


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