Lynn Daniel

Lynn Daniel, Founder and CEO | 704-749-5018 | LinkedIn

Lynn is a national expert in B2B customer service. His background includes management consulting, corporate planning and new product management experience. Before starting The Daniel Group in 1989, he held management positions with Rexam Corporation as well as sales and sales management positions with Eli Lilly Company.

His work focuses on:

Developing and implementing effective team-based approaches to strategic planning for companies and non-profit organizations,

Conducting market research studies to help guide the profitable development and introduction of new products and services, and

Looking for better ways to find and keep profitable customers.

Lynn is past president of the board of trustees of the North Carolina State University Alumni Association and currently serves on the boards of WFAE, the National Public Radio station in Charlotte and the University Foundation of NC State University. His education includes a BA from North Carolina State University (With Honors) and an MBA from the University of Virginia.

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Speaker
Lynn speaks regularly on customer engagement and loyalty at industry conferences and meetings, including Material Handling Equipment Dealers Association (MHEDA), The Caterpillar North American Dealer Marketing Association Conference, the Northeaster Material Handling Dealer Group, and various regional product marketing conferences for Caterpillar. To discuss having Lynn speak at your next conference, please call 704-749-5018.

Author
Lynn has written articles that have appeared in Customer Experience Magazine, Long Range Planning, The Journal of Business Strategy, and The Business Journal.

He has been quoted in the New York Times, Business NC, CBS MarketWatch, and INC, among others.

Management Team

Doug Fowler

Doug Fowler, Chief Operating Officer | 704-816-7703 | LinkedIn

As COO, Doug is responsible for executing the major activities of the firm and helping to set the company’s long-term strategic direction.

Doug has 15 years of experience leading both revenue growth and operations functions, primarily in the financial services sector.

Before joining The Daniel Group, he served as SVP of Marketing at Bank of America Merchant Services, and before that served in a variety of management roles at Bank of America and affiliated companies including product innovation, business development, and corporate strategy.

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Doug began his career in investment banking, performing merger and acquisition assignments for technology clients.

He currently serves on the Board of Trustees of Thompson Child & Family Focus in Charlotte, NC, and holds a Bachelor of Arts degree in Psychology from Davidson College.

Jill Boyette

Jill Boyette, Information Manager | LinkedIn

As Information Manager, Jill is responsible for management and development of the information tools used to analyze client satisfaction data and provide research and recommendations for improving client service delivery.

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Jill has over 12 years of business process improvement and IT project management experience in a wide range of industries. Previously, Jill was a director in supply chain integration with Coca-Cola Bottling Company Consolidated (CCBCC) and Swift Water Logistics, a consulting subsidiary of CCBCC. Prior to that, she was a manager and senior consultant with Arthur Andersen Business Consulting.She holds a B.S. in Finance and B.S. in Management Information Systems, both from Florida State University.
Wendy McCreery

Wendy McCreery, Research Manager | 704-248-9119 | LinkedIn

Wendy is responsible for managing research personnel and team leaders, including recruiting and staffing, training, evaluation, and scheduling, maintaining quality assurance for the interviews conducted by staff, daily client support, managing data quality and frequency.

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Prior to moving into the Research Manager role, she was a Research Team Leader with The Daniel Group. Wendy attended East Carolina University.Wendy brings more than 18 years of experience with US Airways. Her background includes customer service operations and retail marketing.
Max Daniel

Max Daniel, Business Development Manager | 704-248-9113 | LinkedIn

As Business Development Manager, Max is responsible for developing future business at The Daniel Group. This involves marketing for all services, online and offline, as well as reaching out to potential clients.

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Prior to joining The Daniel Group, Max has volunteered as a ‘Canes Ambassador with the Carolina Hurricanes marketing department and has been an intern at BEC agency in Raleigh, as well interning with The Daniel Group for several years. He is a recent graduate of North Carolina State University with a BA in Communication and a minor in English.
Kris Morefield

Kris Morefield, Administrative Manager | 704-749-5019 | LinkedIn

Kris is responsible for managing our core administrative functions including payroll and client invoicing, HR processes, employee equipment management, meeting and event planning, and general office operations.

Additionally, Kris contributes to our client communications and marketing efforts with her skills and experience in those areas. 

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Before joining The Daniel Group, Kris served as Communications Manager at Thompson Child & Family Focus, and prior to that served as the Executive Assistant to the President at Thompson Child & Family Focus. Kris has more than 20 years of experience in nonprofit administrative management and communications.

She currently serves as the Treasurer on the Board of Directors of The Museum of the Waxhaws in Waxhaw, NC, and is a member of the Town of Waxhaw’s Historic Preservation Committee. She holds a Bachelor’s Degree in Business Administration from Montreat College (summa cum laude), a graduate certificate in Web Development from East Carolina University, and a Graduate Certificate in Technology and Communication from UNC-Chapel Hill.

Team Leaders

Angela Baakko

Angela Baakko, Sr. Research Team Leader | (704) 248-9106

Angela’s background includes account management, recruiting, HR, restaurant management, and customer service. She received her Bachelor of Science in Human Resources Management from Oakland University in Rochester, Michigan. Before moving into her Team Leader II role, she worked as a Research Analyst with The Daniel Group.

Randy Beals

Randi Beals, Research Team Leader | (704) 749-5027

Randi has over nine years of experience working with The Daniel Group. Before working with The Daniel Group, Randi worked with young adults as both an educator and a coach. She graduated from Keene State College with a BA majoring in English.

Stephanie Jurney

Stephanie Jurney, Research Team Leader | (704) 248-9107

Stephanie has ten years of experience working with The Daniel Group. She brought with her over ten years of experience working in education and the furniture industry. She graduated from the University of North Carolina at Greensboro with a BA in Art Education and Design.

Lisa Lyle

Lisa Lyle, Research Team Leader | (704) 749-5029

Lisa is responsible for managing special market and customer research projects, employee engagement studies and assisting in developing and delivering training through our TrainConnect program. Before joining The Daniel Group, Lisa served as Director of Housing and Judicial Affairs at the University of South Carolina – Aiken. Lisa holds an M. S. in Adult and Technical Education and a B. S. in Medical Technology both from Marshall University.

Research Analysts

Our Team of Highly trained research analysts make the difference

The Daniel Group employs over 40 Research Analysts who conduct customer surveys by phone, manage the routing of inbound leads, and analyze data. All are U.S.-based and work remotely from home offices. We are extremely proud of our team.

Over 90% of our Research Analysts possess a four-year undergraduate degree, with the majority having professional experience in corporations and other work environments requiring a high standard of writing and oral communication skills. All of our Research Analysts are thoroughly trained – with ongoing training given throughout the year or when circumstances dictate. Our team understands the industrial landscape in which you operate. They speak your customers’ language – including Spanish and French. Wendy McCeery, our Research Manager, leads a team of 4 Research Team Leaders, who each manage a team of 8 to 10 Research Analysts. Wendy and her team manage the day-to-day operation of the surveying process and related client support.

If you’d like to learn more about how The Daniel Group can help your industrial or manufacturing business gain a competitive advantage by improving customer loyalty and trust, call us – 877-967-4242 or send an email to information@thedanielgroup.com.

External Advisors

Matthew Fowler

Matthew Fowler, Technology Advisor

Matthew is founder and CEO of NT/e Ltd, a London, UK-based provider of software products and consulting services to corporate and government clients such as Oracle, UBS, DeutschePost and Local Government.

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Prior to NT/e, Matthew focused on developing and marketing software products in local networking, program generation and cryptography. He has served in a variety of senior roles in corporations, consulting firms, and start-up companies.

Matthew holds patents in scalable, cloud-based transaction management. He received a Bachelor’s degree in Electrical Engineering/Computer Science from MIT, and is based in London, England.

Zbigniew Ras

Dr. Zbigniew Ras, Ph.D., Scientific Advisor

Zbigniew Ras is currently a Professor of Computer Science at the University of North Carolina in Charlotte. He also holds professorship positions at the Institute of Computer Science at Warsaw University of Technology, as well as at the Polish-Japanese Academy of Information Technology.

He received his Ph.D. degree from the University of Warsaw in Poland, and his D.Sc. degree from the Institute of Computer Science at the Polish Academy of Sciences. He was also awarded the National Professorship title by the President of Poland.

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Zbigniew’s areas of specialization include knowledge discovery, recommendation systems, active knowledge mining, flexible query answering, and sentiment analysis, and he currently serves as the:

  • Editor-in-Chief of the Journal of Intelligent Information Systems (Springer)
  • Editor-in-Chief of the International Journal of Social Network Mining (IJSNM)
  • Senior Editor of International Journal of Data Mining, Modelling and Management (InderScience Publishers)
  • Member of Editorial Board of Fundamenta Informaticae Journal (IOS Press)

Zbigniew is the author of more than 300 publications and the editor of more than 40 books published by Springer and North Holland. He has received many awards including the Harshini V. de Silva Graduate Mentor Award, the COIT Graduate Faculty Excellence in Teaching Award, and the Alcoa Foundation Outstanding Faculty Award. Zbigniew has also received numerous competitive grants and industry contracts, and has graduated 15 PhD students.