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Consulting Team​

Our Consulting Team makes up the core advisers and researchers who design and implement our methodologies, conduct field research, deliver institutional strengthening services, and develop programmatic analyses, strategies, and plans of action.

Global

Barbara is an international development advisor with over 23 years of international finance and development experience, with a focus on financial services.   She founded two private firms and currently leads EA Consultants after working on Wall Street as an emerging market strategist.  As a consultant, she has advised financial institutions, insurers, and international donors on improving access to inclusive financial services and health financing in the Americas as well as worldwide. With a focus on placing clients at the center of the experience, she has collaborated with banks and insurance companies to design and adapt client-driven insurance products for the bottom of the pyramid. She has also done extensive work providing financial service providers with business and strategic insights. Ms. Magnoni oversees the methodology, analysis, and deliverables on EA's consultancies, and manages the firm's strategic direction.

Practice Areas: Strategic Planning and Business Modeling, Client-Centered Business Approaches, Impact, Program Evaluation

Education: MIA, School of International and Public Affairs at Columbia University, BA Tufts University

Languages: English, Spanish, Italian

Barbara Magnoni

Elisabeth is Vice President of Research at EA Consultants. She has 14 years of experience in financial services in an international development setting. At EA, she has led customer research, product design, and monitoring and evaluation projects for many of our Fintech, microfinance, and microinsurance clients in the United States and around the world. Elisabeth has also taken lead roles developing EA’s “Responsible Sales in Microinsurance” staff training program, as well as other training and financial education programs for managers and front-line staff. Prior to working at EA, Elisabeth led market research, product design, and evaluations for financial services across the world as an independent consultant.

Practice Areas:  Customer Research, Financial Product Design,  Financial Education

Education: MA in Development Economics and International Business, The Fletcher School at Tufts University, BA Georgetown University

 

Languages: English, Spanish, Portuguese

Elisabeth Burgess

Jennifer is a financial inclusion specialist with over 10 years at  EA Consultants, where she focuses on the interaction between financial services and new market opportunities. She has lead evaluations of new financial products designed to fill market gaps, including lack of financial access for women, rural areas, and very small businesses. Jennifer has expertise in gender issues related to entrepreneurship and finance, to ensure that gender is a critical consideration in financial inclusion initiatives. Prior to EA, Jennifer worked at Deutsche Bank Social Investments, where she helped structure credit facilities, including syndicated finance, direct loans, letters of credit, and guarantees for microfinance institutions and other social ventures worldwide.  She was also an investment banker, working as an analyst at the Financial Institutions Group at Merrill Lynch.  

Practice Areas: Financial Modeling, Microfinance, Evaluation, Financial Sector Development, Gender

 

Education: MIA, School of International and Public Affairs at Columbia University, BA, Economics, Duke University

 

Languages: English, Spanish

Jennifer Powers Dorrington 

Danielle Sobol is the Vice President of BOP Analytics and Insights. She runs EA’s Mobile Data Unit, is the resident statistics wizard, and has fine-tuned our end-to-end field execution for seamlessness and efficiency.  Danielle has 15 years of experience in various research disciplines, and has been working with EA Consultants since 2012. At EA she leads quantitative field studies of low-income financial service users throughout Africa, Asia and the United States, and utilizes combinations of qualitative and quantitative insights to make smart recommendations for policy makers and financial service providers looking to positively impact their communities.  

Practice Areas: Quantitative and Qualitative research; Rural Development; Digital Financial Services; Health Financing

 

Education: MPA in Development Practice, Columbia University, BA University of Wisconsin

 

Languages: English, Swahili, Hebrew

Danielle Sobol

Shivani is a financial inclusion specialist with a strong expertise in understanding business processes and how these interact with the client experience.  Her work at EA Consultants has involved applying process mapping and customer journey mapping to existing programs in order to identify opportunities to integrate behavioral nudges to incentivize savings and the use of financial counseling. She has worked in Vietnam on a customer journey mapping exercise with a bank, offering a mobile wallet to low and middle-income clients. Prior to working in financial inclusion, Shivani was an Education pioneer fellow at the Board of Education in New York City.  In India, she worked extensively in education, spending two years at Teach for India  where she was honored with the ‘Transformational Impact Journey" title for leadership and teaching. She later used her expertise in education to work on an evaluation with J-PAL of a rural education program in northern India. 

Practice Areas: Program Management, Customer Journey Mapping, Consumer Insights, Training

 

Education: MPA, School of International and Public Affairs at Columbia University,  BA, Claremont McKenna College

 

Languages: English, Hindi, Intermediate Spanish

Shivani Agrawal

Pietro is a research expert with over 4 years of experience in economic, political and market research. With EA Consultants, he has developed an expertise in conducting field research in low-income communities on issues such as climate risk, insurance,  credit, and digital finance.  He has worked on two projects with EA Consultants supporting the InsuResilience Investment Fund in the development and design of climate insurance products for low-income households and farmers aimed at mitigating the effects of climate change on their livelihoods. Pietro has recently worked with various microfinance institution and digital financial service providers in Colombia, Mexico, Nicaragua and Peru.

Practice Areas: Market Research, Climate Adaptation Strategies

 

Education: BA, University College Utrecht, the Netherlands

 

Languages: English, Spanish, Italian

Pietro Magnoni

Mexico and South America

Claudette is a seasoned manager with over 18 years experience working in financial inclusion and business development services. She has a strong talent for establishing robust working relationships and motivating multidisciplinary and multicultural team initiatives. She has managed large multi-year projects for various international organizations and bilateral institutions.  With EA consultants, she has supported our work in Mexico and Central America, leading field work on complex market studies and providing research and insight on new financial inclusion business models in fintech.  Her extensive experience working with low-income households has positioned her to be a critical on-the-ground partner when working with clients of financial institutions. Her excellent training and human resource development skills are critical to the success of these projects.  

Practice Areas: Program Management, Market Research, Training, Impact, Evaluation

 

Education: BA in Management Science, Escuela Bancaria y Comercial, Mexico. Masters in International Management, ITAM, Mexico

 

Languages: English, Spanish

Claudette Martinez

Edison has collaborated with EA Consultants on a variety of projects aimed at providing financial services to farmers. He supported the development of training materials for loan officers in Peru on climate insurance, and trained trainers on the responsible sales of climate insurance.  He has collaborated with NGOs such as Technoserve on a project to extend financial services to coffee producers in Peru and worked on a project in collaboration with the German government to support rural financial initiatives in Peru.  A former loan officer with ProCredit in Ecuador, and Agricultural Loan Manager with Banco Adopem in the Dominican Republic, he has a strong grounding in the realities that microfinance institutions and their staff face when working in rural areas.  An agronomist with an agricultural business of his own, he understands the challenges of farming and the tools and techniques needed to turn farming into a profitable business.

Practice Areas:  Agricultural Lending and Financial Services, Agricultural Non-Financial Services, Training

Education: MA in Social Economy Organizations, Technological University Indoamérica, Quito. Agricultural Engineer, The Salesian Polytechnical University, Quito 

 

Languages: Spanish

Edison Proaño

Central America and The Caribbean 

Katherine is a Dominican economist with a MSc. in Actuarial Sciences with over 9 years of professional experience in risk management and quantification related to health, life, disability and survival insurance, pensions, general insurance and microinsurance.

She is an independent actuarial consultant for insurance solutions and pension funds valuation.

At EA, Katherine supports different projects with statistical and actuarial analysis, market research and financial modeling.  Katherine is also a social entrepreneur and founder of ALAS, a financial inclusion project through microinsurance. She is currently a professor of the Specialty in Actuarial Mathematics: Life and Pensions at INTEC University in Santo Domingo.

Practice Areas: Actuarial Science, Microinsurance, Business, Financial Modeling, Financial Education

 

Education: MSc, University of Nebraska-Lincoln; MBA, Barna Management School (candidate 2019)

 

Languages: English, Spanish 

Katherine Baez

Rosario is a Nicaraguan professional with over 25 years of experience in program management, evaluation, health systems, and financial inclusion.  She has collaborated on projects with bilateral and multilateral agencies including USAID, the government of Norway and JICA. She has also worked extensively on health financing and quality improvement schemes with the Nicaraguan Ministry of Health as well as private providers and NGOs such as Profamilia. With EA, Rosario has worked on a variety of market research and evaluation initiatives, focused on understanding the needs and behaviors of low-income clients of microfinance institutions.  A social entrepreneur, Rosario co-owns an eco-tourism adventure lodge, Flor de Pochete in Masatepe, Nicaragua.

Practice Areas:  Program Management, Market Studies, Impact Evaluation, Program Evaluation

 

Education: Masters in Administration, Instituto Centroamericano de Administración de Empresas (INCAE), BA, Universidad Centroamericana

 

Languages: Spanish, Intermediate English, Intermediate French, Beginner Danish

Rosario Duarte

East Africa

Amy has over a decade of experience providing entrepreneurs, investors, and NGOs strategy, sustainability, impact, and analysis expertise and is the founder and former CEO of NTWC, an image-based technology company dedicated to reducing body shaming and sexual violence which was acquired in October 2016. Prior to her work in technology, Amy was the Research Director at As You Sow – a nonprofit working alongside responsible investment funds to improve the environmental and social performance of publicly traded companies.  There, Amy built and managed multi-stakeholder groups, wrote numerous publications analyzing industry performance on key issues of corporate responsibility, led successful shareholder engagements, and created organizational and program strategies.  Before joining As You Sow, Amy worked as a project manager and production coordinator in the music industry and as an Adjunct Assistant Professor of Art History at SUNY Binghamton teaching courses in Modern Art.

Practice Areas: Program management, Program evaluation, Design thinking, Impact

 

Education: MBA and PhD in Art History from the University of California, Los Angeles, MA in Anthropology from Stanford University, BA in Philosophy and Art History from Tufts University

 

Languages: English, Intermediate Spanish, Intermediate Swahili

Amy Galland