Resume

Languages & Aptitudes: Python, SQL, AWS, Snowflake, Tableau, IBM Cloud Pak for Data, Docker, SAP HANA, SAP (Sybase) IQ, PostgreSQL, MySQL, Amazon Redshift, Hadoop, Spark, MapReduce, Apache Airflow, Git

Technical Skills: Regression (Linear, Multiple-Linear, Logistic, Polynomial, Random Forest), Classification (K-NN, SVM, Random Forest, Naive Bayes), Clustering (K-Means, Hierarchical), Bayesian Inference

Professional Experience

Sr Business Intelligence Analyst | Resolute Investment Managers | Financial Services 3/24 – Present

  • Enhanced sales efficiency using SQL, integrating data, and enabling wholesalers to focus on high-potential prospects.
  • Reduced data retrieval and report generation time by automating complex SQL queries and replacing manual reports with interactive Tableau dashboards
  • Improved data quality and prospect targeting by developing models and creating a predictive scoring system to identify high-potential advisors based on multiple metrics.

Consultant, BI&A | MassMutual Investments | Financial Services 10/23 – 3/24

  • Utilized analytics to enhance client engagement, identifying key contacts and creating targeted lists for market opportunity outreach.
  • Led firm sales data analysis and automated report generation, pinpointing key tasks and trends to uncover new opportunities and improve decision-making efficiency.
  • Analyzed sales tools including WalletShare, Discovery Data, and Brightscope, executed ETL processes for data integration, and selected optimal variables for enhanced Salesforce CRM functionality.

Sr. Data Scientist | GCOM Software, LLC | Data Science Consulting Firm 03/21 – 10/23
Client: IRS’s Office of Research, Applied Analytics, and Statistics (RAAS)

  • Integrated data from 22 sources, totaling 740GB, into an ETL pipeline for SAP HANA, resulting in a 99% reduction in processing time for the taxpayer profile database.
  • Developed customer experience metrics in collaboration with IRS teams, resulting in 3-month shorter taxpayer journeys.
  • Automated data processing tasks using Python and shell scripting; established data quality frameworks and automated validation processes to improve efficiency and data integrity.
  • Employed ensemble method classification techniques for predictive modeling; attained a ROC score of 88%, enhancing the accuracy of taxpayer engagement predictions.

Data Analyst | Upwork | Freelance Platform 1/20 – 2/21

  • Built a web scraper for RIA to extract comprehensive hedge fund information from FINRA, effectively compiling and organizing data into a structured database.
  • Identified substance use concerns, at-risk populations, key risks, and protective factors, and communicated findings in clear, concise reports for a telehealth startup.

Data Science Fellow | Flatiron School | Data Science Immersive Program | 8/19 – 1/20

  • Developed a recommendation system using collaborative filtering and content-based methods to match investments to lower-cost or lower-risk investment vehicles.
  • Developed a classification model to predict watch prices by leveraging features extracted from an online watch store, resulting in an accuracy rate of 71%.

VP, Business Development | New York Life Investments | Financial Services 10/12-12/18

  • Utilized Bloomberg terminal to create insights that led to the development of a strategic document for equity investments and sales.
  • Conducted data analysis, designed dashboards, and produced weekly and ad hoc reports for wealth managers; contributed to a 50% increase in client retention rate over the team average.