Financial analyst for boutique wealth management firm with 65 clients and $50MM Assets Under Management.
Partnered with clients to develop and implement holistic strategies to meet their financial planning goals, including investment, tax planning, risk management, and estate planning strategies.
Partnered with firm president to design and implement asset allocation models and client investment strategies.
Conducted ad-hoc analysis as required to monitor performance or research planning / investment strategies.
Capital One FinancialRichmond, VASenior Data Analyst Manager
Lead data, strategy, and technical experts in leveraging Information Based Strategy and technology to drive business solutions and data analytics, enable critical business processes, and serve as liaisons between the business and information technology for key systems development/enhancements.
Responsibilities included: Segmenting lists for marketing solicitations and risk management strategies Capturing / analyzing strategy results, and building on-going monitoring reports Leveraging technical skills to bridge infrastructure gaps and increase the speed to market of tests by mining key data elements and incorporating them into the decision making process Managing teams in sizes up to twenty of Data & MIS Analysts (both associates and contractors), including recruiting, training, professional & personal mentoring, and team building Key projects: Quality Assurance Initiative (QI) - Reduced the number of Operational Quality Events by Data Analysts by over 90% through the development and implementation of a standard set of processes & procedures to bring consistency to how QA checks were applied to data driven deliverables.
Served as the leader of a cross functional team of eight data analyst which created the documentation, built the processes, and trained all the Data Analysts in Operations (> 100 associates).
Cross Sell Data Warehouse - served as the business customer for the Cross Sell Data Warehouse, which was designed to capture information on all existing customers solicited for Cross Sell products, the result of the solicitation, and ongoing information on enrollees ($100MM business).
Spent one summer working 50% on the business side to define requirements, and 50% on the IT side building ETL jobs to load enrollee information from 3rd party vendors.
Platform Conversions - Lead the Recoveries (post Charge-Off debt collection) Data Analyst team through a source system and data warehouse conversion of 25MM accounts, and then through the Capital One credit card billing system and data warehouse conversion of 50MM accounts.
Served as subject matter expert for Recoveries data for IT groups in both projects, and drove strategies for both process / report conversion as well as QA monitoring to monitor the flow of accounts from late stage collections through charge-off to ensure the corresponding source systems were passing the information through correctly.
Alabama State Department of EducationMontgomery, ALProgrammer II
Provided software development support for the Information Technology group, including Visual Basic, COBOL, SQL Server, and Oracle.
Created the first version of the School Report Card Web Site in VB Script, where visitors could download the State Report Cards for individual schools.
United States Air Force, Gunter AFBMontgomery, ALFinancial Systems Programmer / Senior Airman
Supported the Air Force Standard Civilian Automated Pay System (AFSCAPS) which was written in COBOL on a Unisys 2200 platform.
Served as the Configuration Manager for the entire system, which included version control responsibility for multiple concurrent releases.
Duke UniversityDurham, NCExecutive Certificate in Financial Planning
*Passed July 2008 CFP Exam (50% first time pass rate)
Virginia Commonwealth UniversityRichmond, VAMasters: Business AdministrationGPA: GPA: 4.0Business Administration GPA: 4.0
Troy UniversityMontgomery, ALBachelor of Science: Business Administration / Computer Information SystemsBusiness Administration / Computer Information Systems
ad, Air Force, billing system, business processes, business solutions, COBOL, conversion, Credit, Crystal Reports, client, clients, version control, Data Analyst, data warehouse, decision making, documentation, ETL, Financial analyst, financial planning, functional, Information Technology, investment strategies, Team Building, Managing, marketing, market, mentoring, Micro Focus, MS Excel, PowerPoint, Microstrategy, MIS, Oracle, PL/SQL, Problem Solving, Process development, processes, Quality, QA, Quality Assurance, Recruiting, Reporting, Requirements Definition, research, risk management, software development, SQL, SQL Server, Strategy, systems development, tax planning, Unisys, Unix, VB Script, Visual Basic, wealth management, Web Site, written
Executive Certificate in Financial Planning
*Passed July 2008 CFP Exam (50% first time pass rate) Masters : Business Administration Bachelor of Science : Business Administration / Computer Information Systems
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