| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Evanston, IL Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLESUMMARY: Diligent, competent, tenacious, and consistent Finance Professional. Innovative, forward-thinking, highly disciplined, enthusiastic, and successful at responding to shifting business needs. Possesses a combined fourteen years of financial research, trading and investment analysis, consultative sales, and analytics. Has acquired deep experience in valuation and advisory, requirements management, prioritization of responsibilities, relationship building, and revenue recognition methodology. Able to articulate a compelling vision for datas role in increasing client revenue. Completely committed to the success of my employer, team, and clients.EMPLOYMENTDirector of Trading & Investment Data June 2016 PresentSelf-Employed, Evanston, ILConducting data analyses on equities, ETFs, options, futures, OTC securitized products, and bondsSettling accounts through reconciliation of balances, applied to my own trades. Responsible for full P&LEvaluating technical and user data requirements of trading platforms and investment management software, including Eagle Investment Systems, Factset, BlackRock Aladdin, and Charles River Development. Executed project plans and project controlsExploring data of several asset classes, including linear and derivative instruments, options, and preferred and premium stock selectionsReviewing risk-return ratios, weighting for balanced asset allocation strategies, and exploration of charts to identify and understand mean-reversion, trend-following, and systematic trading techniquesPresident and Lead Consultant - TechOptimize Research & Consulting October 2007 August 2018Chicago Metropolitan AreaIdentified areas of improvement through customer data, using mySQL to help improve the profitability of an analytics program by 14 percentEngaged in close readings of over 150+ academic papers in the fields of stochastic calculus, Big Data, machine learning, and neuroscientific discoveriesGenerated mortgage, account,& refinance leads through consultative selling (TCF Bank, 2015-16)Developed a Quality By Design project and reported to upper management regarding project timeline, scope, and budget; adhered to all Standard Operating Procedures (Abbott Laboratories, 2008)Provided computer consulting services for business and private clientsCall Center Agent, promoted to Claims Examiner May 2021 March 2022Confidential at NDAVigorously analyzed and tracked data dependencies across system integrations, overcoming roadblocks and correcting others data errorsApplied formulas to calculate percentages and dollar figures for claims related payments and thresholdsProcessed over 2000 customers secure compensation payments, for a gross total of $400,000Provided skillful advisory to difficult claimants through setting reasonable expectations, active listening and de-escalation tacticsMet a variety of metrics, including average call time and after-call work metricsSales Support Coordinator October 2017 - January 2018Aetna HealthCare Inc., Downers Grove, ILConducted research & review using databases and probing questions to verify proper broker licensing and appointment, correct form completion, and appropriate signaturesScored 98 percent and above on case audit, evaluated along Six Sigma methodology on 162 data pointsCommunicated with several levels of management, engaging Directors with vital business process issuesMet business needs consistently through due diligenceServed as liaison among brokers, account managers, and Aetna internal stakeholdersMoved renewals forward at right pace, adhering to DOI regs and internal requirementsVice President of Analytics July 2014 - May 2015Relcore Consulting, Chicago, ILDeveloped an analytics program, including keywords, iterators, and data ingest techniques for cyber-risk dataReviewed internal data for stronger grasp of start-up's value propositionWrangled test data and collaborated with machine intelligence software engineersWorked directly with the CEO to develop an analytics strategy, including industry contacts and approach to information security and risk-factor dataManaged risk at a nuanced level, deploying SWOT analysis for analytics data outputsDeveloped and edited an engagement pitch for a financial services companyQuality Assurance Tester & Analyst February 2012 - November 2012D. Miller & Associates and TDR Analytics, Highland Park, ILConducted user acceptance testing for authentication portal and databaseManaged stress testing sessions and relayed testing results to programmers and developersTeamed with senior and junior programmers, gathering requirements, on test scenario developmentScenario and stress-tested web sites for quality, functionality and resiliencyWorked directly with CEO, observing coding sessions to get intimate with the software architecture, documenting bugs, and made recommendations to the CEO for necessary fixesSenior Technology Strategist November April 2011Samplesaint, ChicagoLeveraged internal business process data to develop plan for mobile coupon startups strategyGathered requirements and analyzed other mobile couponers offerings for competitive positioningConducted Web site updates in UmbracoWrote a white paper on mobile barcodes and Samplesaints niche in the marketplaceChief Strategy Officer January 2009 - August 2009Relcore Technologies, Chicago ILDeveloped lines-of-business for a cloud computing (SaaS and IaaS) and virtualization startupInterviewed new hires and delegated tasks to the project managerBuilt business justifications for line-of-business development of highly secure products as fit for purposeLinked CEO to network infrastructure sales executives and cultivated post-meeting relationships and executed follow-upsCollaborated with CEO to develop value-added reseller channelsNamed to Relcores Advisory Board (Served from 2009 to 2012)Sales Associate - Performance Bicycles (June 2010-May 2012)Rated in top 15 percent of sales associates and sold $90,000 worth of bikes at an elite retail warehouseSuccessfully managed the sales process, from greeting to point-of-saleCross-sold and up-sold technologies, equipment, apparel, accessories, and hardwareWorked sales floor relentlessly and mentored new hires on sales techniquesCarefully educated customers on product features and valueTeamed with call center for red phone ordersTECHNICAL SKILLSPython * R Programming Language * Tableau * Excel * Google AnalyticsEDUCATION AND TRAININGData Science SpecializationJohns Hopkins University (Via Coursera online platform)Summer 2016DePaul University, School of ComputingMaster's DegreeInformation and Network Security: Audit, Compliance, Governance2008 2009The Ohio State University, College of Humanities / School of the Arts & SciencesMaster's of ArtsMedical Humanities / Healthcare Ethics, History and Philosophy of Science and TechnologySeptember 1996-June 1999University of Illinois at Urbana-ChampaignBachelor's of SciencePrint Journalism, Sociology of Science & Technology, Political Science and Government1992 - 1996 |
