Barrick Data Ent., New York, NY
Data Analyst, January 2020 – Present
+ Develop pipelines to scrape, transform, and organize data for use in a mutual fund recommendation system
+ Deploy support vector machines, decision trees, random forests, and other machine learning models to identify most important features of high margin watches
+ Utilize natural language processing (NLP) techniques to find similarities of trip locations based on user comments and create groupings of similar activities
New York Life Investments, New York, NY
Regional Vice President, Sales & Marketing, October 2012 – December 2018
+ Furnished executive leadership team with insights, analytics, reports, and recommendations which increased large-cap growth fund sales by 30%
+ Analyzed data, created dashboards, wrote weekly analysis, and provided ad hoc reports on the municipal bond suite which raised client retention by 50%
+ Worked with product managers to identify business needs and created support documents to show analysis of potential risks and opportunities
Wells Fargo Advisors, LLC, Rockaway, NJ
Investment Analyst, October 2011 – October 2012
+ Develop reports, dashboards, and key performance indicators aligned with investment goals + Collected raw company data, cleaned, and organized into a database using SQL and regex
Blackmoon Funds, New York, NY
Hedge Fund Trader, January 2009 – July 2010
+ Used technical and fundamental analysis to create investment strategies and set risk tolerances for portfolios
+ Formulated algorithms to search for real-time mathematical indicators, and flag which trades are worth executing.
Education
Flatiron School, Data Science Program, 2019
CUNY Baruch College, Zicklin School of Business, BA Business Administration: Financial Engineering, 2011