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.
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.
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.
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.
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, 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.
Wendy McCreery, Research Analysts Manager | 704-248-9119 | LinkedIn
Wendy is responsible for managing research personnel, 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.
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.
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.
Tom Evanko | 704-585-8501 | LinkedIn
As Software Developer, Tom participates in the design, installation, testing, and maintenance of The Daniel Group’s cloud-based platform. Before joining The Daniel Group, Tom as an Application Developer with Strategic Power Systems, Inc., and an Associate Software Developer with SCI Fusion360. Tom is a graduate of Application State University with a Bachelor’s degree in Computer Science.
Client Success Managers
Angela Baakko, Client Success Manager | (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.
Randi Beals, Client Success Manager | (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, Client Success Manager | (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, Client Success Manager | (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.
Our Team of Highly trained research analysts make the difference
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 firstname.lastname@example.org.