Molly Bergin
Survey Manager
About Molly
Molly is a survey manager on the Wealth Management team, overseeing all of Cerulli's core survey operations. She is a Qualtrics CoreXM Expert specializing in survey design, distribution, and management. In addition to her work with Cerulli's research practices, Molly also develops and manages data collection strategies to deliver actionable insights for consulting clients and Cerulli's research collaboratives.
Before joining Cerulli, Molly worked as a Research Consultant at Cornell University, where her research focused on utilizing university resources to meet the needs of New York's rural schools.
Education
University at Albany
Bachelor of Arts in Sociology, minor in Public Policy
Recent Project Work
- Developed and fielded custom surveys of North American financial advisors and retail investors to assess views on financial fulfillment and future market outlook
- Re-designed and launched an updated assessment tool of over 3,400 financial advisors to improve user experience and deepen practice insights
- Synthesized large data sets to feed quarterly TCX practice insights reports
Learn More about the U.S. Wealth Management Practice
Our Wealth Management practice is split into four distinct areas of coverage—offering top-down and bottom-up insights into the multi-faceted corners of the industry.