ABOUT | modernresearchsystem

ABOUT US

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Modern Research Systems LLC (MRS) was created to help clients recognize that a company's assets represent a unique intellectual property. As a neutral third party, we offer an impartial view that can help transform the way a company makes business decisions and create new commercial opportunities, ultimately driving growth for the firm overall.

CEO

Lisa Foster is an explorer at heart and a technician by trade therefore the combination of her curiousity and tinkering allows her to contribute her insights when it counts.

As an entrepreneur, Lisa has launched several successful enterprises. Lisa holds BA in Political Science with a minor in English from University of Pittsburgh and Culinary and Restaurant Management Degree from Institute of Culinary Education.

PRESIDENT

John Regino is also an explorer at his core, starting his post-college career as a Wilderness Guide. He's transformed himself from leading outdoor adventures to leading clients through myriad business landscapes.

As a former Head of Growth at a financial technology startup in the Pacific Northwest and former Executive Director, Analytics Product Management in the Americas. He focused on helping clients utilize MSCI's investment decision support tools. Before joining MSCI, John was a sell-side equity research strategist at Bear Stearns. Prior to this, he was a product specialist for FactSet's Market/Economic Analysis software application. He also spent 5 years as a business cycle economist at The Conference Board, an economic thinktank. John holds an MA from Columbia University and BA from Rutgers University.

SMB ADVISOR

Jim Lumley is an innovative business development leader with proven track record of building and executing sales strategies to produce multi-year growth and pipeline within SaaS based technology providers.

Specialty experience with buy-side/sell -side, asset management, cloud technology, wealth advisory, and complex asset classes (as well as fixed income and equity).

Areas of business expertise: SMB, Territory Growth/Development, Relationship Management, Channel Partners, Strategic Partnerships, Regional Development and CRM

Areas of financial expertise: Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Alternative Investments, Model Portfolios, Equities, Fixed Income, Portfolio Assessment, Variable Annuities, Financial Services, Fixed Annuities

SMB ADVISOR

Anne Ullegue brings her strong research and communication skills to the organization.

Anne is adept at problem-solving and relationship-building skills which she combines with a passion for exceeding customer expectations and driving results.

Anne holds a BS in Computer Engineering from Gregorio Araneta University.

MARKETING SPECIALIST

Mary Claire Fernando has a keen eye for detail and a passion for delivering quality results, with streamlining marketing processes and offering insights and execution in design.

Given the variety and depth of our clients, her storytelling, written and visual, has simplified our (less technical) value proposition in each engagement.

Mary holds a BS in Computer Science from Western Mindanao University.