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Torie Bold
EVP at Savanta
Professional Background
Torie Bold is a highly accomplished executive with extensive experience in the field of market research and consulting, particularly within the wealth management sector. Currently serving as Executive Vice President (EVP) at Savanta, Torie has played a pivotal role in shaping strategic initiatives and guiding clients through the complexities of market dynamics. With a strong reputation for enhancing client relationships and driving organizational growth, Torie has become a respected leader in the industry.
Before taking on the role of EVP at Savanta, Torie held the position of EVP, Wealth at the same organization, where she successfully spearheaded various wealth management projects that greatly contributed to the company’s reputation as a premier market research firm. Her expertise in wealth management has distinguished her in the sector, establishing her as a thought leader who understands both the nuances and overarching trends that influence high-net-worth individuals and institutions.
Prior to her tenure at Savanta, Torie served as Senior Vice President and Managing Director of Custom Research at Wealth-X. In this role, she harnessed the power of bespoke research to provide in-depth insights into the high-net-worth market, helping clients make informed decisions based on empirical data.
Torie's career began with a strong foundation in consultancy, having worked as a Director at Ledbury Research, where she gained significant experience interacting with various sectors which enhanced her analytical skills and client management strategies. Additionally, she held the position of Managing Consultant at TNS UK and TNS Australia, where she developed a rich understanding of market trends and consumer behavior which she would carry with her throughout her career.
Education and Achievements
Throughout her career, Torie Bold has not only excelled in her professional life but has also made strides in her educational pursuits, contributing to a well-rounded understanding of the market research industry. While specifics of her educational background are not provided, Torie's career trajectory illustrates a commitment to continuous learning and adaptation, reflecting the dynamic nature of the industries she has worked in.
Her strategic vision and her ability to foster collaboration among teams have yielded numerous accolades at Savanta and former organizations, recognizing her as a driving force behind innovative research methodologies and thought leadership initiatives. Torie has been instrumental in developing research programs that have effectively addressed client challenges and advanced the understanding of the wealth sector.
Achievements
Torie Bold's contributions to the field of market research and wealth management can be summarized in a few key achievements. As EVP at Savanta, she has not only overseen a multitude of wealth management-related projects but has also played an integral role in enhancing the quality and depth of service deliveries to clients. This has resulted in stronger client retention and increased market share for Savanta.
Throughout her career, Torie has demonstrated an exceptional ability to blend data-driven insights with strategic thinking, a combination that has empowered clients to navigate complex market landscapes effectively. Her time at Wealth-X fortified her capability of managing large-scale custom research projects, ultimately elevating the organization’s profile as a leader in high-net-worth market analysis.
Additionally, Torie’s leadership at Ledbury Research equipped her with the skills necessary to manage diverse research teams, ensuring the delivery of rigorous and impactful findings. Lastly, her heritage in consultancy roles at TNS UK and TNS Australia has endowed her with an innate ability to analyze consumer behaviors, which has proven critical in shaping her future endeavors in wealth management consulting.
In conclusion, Torie Bold's career reflects a deep commitment to growth, innovation, and leadership. With a robust professional background, including her executive avenues in prominent organizations, she continues to pave the way for insightful research practices in wealth management, making her a significant figure in the industry.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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