Financial Sales and Analytics Integration: Leveraging a strong background in finance and investments to enhance sales strategies through data-driven insights. Experienced in identifying high-potential prospects by developing predictive scoring systems that combine data from sources like RIA Database, SS&C DST Systems, WalletShare, and Salesforce.
Data Analysis and Predictive Modeling: Proficient in using machine learning algorithms and statistical techniques to improve data quality and forecasting accuracy. Developed models achieving up to 93% matching accuracy for integrating disparate data sources without unique IDs and attained an 88% ROC score in predictive modeling for taxpayer engagement.
Automation and Efficiency Optimization: Skilled in automating complex SQL queries and data retrieval processes, reducing report generation time by over 90%. Expertise in replacing manual reporting with interactive Tableau dashboards to enhance decision-making efficiency across departments.Technical Proficiencies:
Technical Proficiencies:
- Programming and Tools: Python, SQL, Git, Docker
- Databases and Cloud Platforms: AWS, IBM Cloud Pak for Data, SAP HANA, SAP (Sybase) IQ, PostgreSQL, MySQL, Amazon Redshift
- Big Data and Processing Frameworks: Hadoop, Spark, MapReduce, Apache Airflow
- Data Visualization: Tableau
Machine Learning and Statistical Techniques:
- Regression Methods: Linear, Multiple Linear, Logistic, Polynomial, Random Forest
- Classification Algorithms: K-NN, SVM, Random Forest, Naive Bayes
- Clustering Techniques: K-Means, Hierarchical Clustering
- Bayesian Inference and Ensemble Methods
Financial Industry Expertise: Extensive experience in financial services roles, including trader, investment analyst, investment wholesaler, and VP of Business Development. Adept at utilizing tools like Bloomberg Terminal to generate strategic insights for equity investments and sales.
Data Engineering and ETL Processes: Competent in executing ETL processes for data integration, building web scrapers for data extraction, and establishing data quality frameworks. Experience with large-scale data integration projects involving multiple data sources totaling over 740GB.
Client Engagement and Market Analysis: Proven ability to enhance client engagement through analytics, identifying key contacts, and creating targeted outreach lists. Experienced in analyzing market trends to uncover new opportunities and improve sales strategies.