Your Name
Summary
Business leader with 15 years experience leveraging data and analytics to drive decision making and competitive advantage in sales, marketing and operations. Financial Services specialist, pioneer of next generation technology solutions (Big Data, Cloud Computing, Social) that reduce costs, promote collaboration or create new financial products. Skilled at leading analytic organizations, developing their skills, upgrading their systems, and harnessing their power to transform business processes.
Overview
26
26
years of professional experience
Work History
Executive Director, Head of Data & Analytics
Asrc Federal Holding Company
Sioux Falls
09.2012 - Current
- Responsible for Data, Analytics and Workforce management functions within the New Customer Engagement (NCE) function. Chase acquires 250,000 new customers per month across the consumer bank and has created a central function within Operations to manage the following aspects of the customer life-cycle; Applications, Lending Decisions, On boarding, Engagement and Retention.
- Leading a global team of data analysts, data scientists, data engineers, business analysts and data visualization specialists.
- Driving business strategy with data-driven insights derived techniques ranging from ad-hoc reporting to advanced customer analytics.
- Optimizing the omni-channel customer on-boarding experience by identifying customer pain points, driving self-service adoption and increasing engagement.
- Managing the data and reporting ecosystem to support Card Lending Operations that completes 50,000 decisions per month and Apply-by-Phone that takes 100k applications per month.
- Managing data integrity team and data certification process for Card Originations, as part of firm-wide data governance program.
- Increasing revenue by creating Outbound call center capabilities to cross-sell additional products to new Mortgage and Retail customers and retain high value Card customers.
- Working on Next-Best-Action capability to optimize the customer experience across all interaction channels; Phone, Web, Mobile, Email and Branch.
- Founding member of the firms Big Data Analytics team setup to commercialize internal data and explore advanced technologies such as; Hadoop, Massively Parallel Platforms (MPP) and other analytical tools.
- Identified $60mm in cost savings by measuring the costs of servicing specific channels of customer interaction.
- Led a cross-LOB team to develop a cross-channel customer experience analytics platform with advanced behavior based segmentation (personas) to optimize call center operations.
- Designed solutions to enhance cross-sell/up-sell opportunities between Treasury Services and Investment Banking, leveraged both market-basket analysis and product propensity modeling.
- Analyzed the current global payments sanctions screening process to identify new analytical and linguistic methods to significantly improve the effectiveness of transaction screening.
Executive Director, Head of Analytics, Business Intelligence & CRM
Anthem, Inc.
Monterey Park
12.2007 - 08.2012
- Simultaneously managed large initiatives in Marketing Analytics, Business Intelligence, Profitability, and Customer Relationship management, across Research & Sales divisions.
- Experience across the entire Research technology platform includes; client portals, document publishing & regulatory systems, client intelligence, financial modeling, and research outsourcing.
- Increased revenues with personalized marketing campaigns for individual clients using predictive analytics. Platform designed to deliver real-time product recommendations, guiding management on priority client decisions, or directing the department during phone and email marketing campaigns.
- Led the creation of the analytics team; Hired several PhD level statisticians to develop a library of predictive analytic models that; generate product recommendations, optimize client service levels, predict client revenues or improve marketing campaign effectiveness.
- Managed a multi-skilled team of Morgan Stanley business and technology employees and partner vendors such as IBM and Salesforce.com to deliver a marketing platform that supports real-time resource allocation and targeted marketing.
- Led the division's exploration of text mining to derive client and market insights and the testing of big data platforms (Hadoop) for large scale modeling efforts.
- Built decision support system to provide data, capture insights, and deliver balanced scorecards with performance metrics that combine financial objectives with customer, process and employee perspectives.
- Centralized the business intelligence ecosystem from diverse data silos into a unified data warehouse.
- Established a data integrity team to manage and measure the quality of all data assets.
- Led the implementation of a Business Performance Management (BPM) system that allocates over $1 Billion in revenues and costs to Research & Sales division teams. ♦Transformed project from brink of failure to launch highly successful enterprise-scale, activity-based profitability model on time and under budget.
- Pioneering the use of enterprise social platforms to increase collaboration and redesigned CRM systems to promote better client engagement using enterprise social platforms like Chatter on Salesforce.com.
- Streamlined CRM systems of Research, Sales and Fixed Income divisions, eliminating redundant business logic and improving the quality of captured client across all interfaces (desktop, phones, mobile and Microsoft Outlook).
Vice President, Document Authoring and Research Database
Morgan Stanley
City
09.2001 - 12.2007
- Reduced costs and increase efficiency with outsourcing & automation by transforming by providing Research management with a variable cost model for exploring innovative research opportunities.
- Founded a 35-person team to perform proprietary research tasks, enhance productivity and provide differentiating content. Defined the processes and tools necessary to establish a service factory capable of completing several hundred projects per year.
- Designed data mining technology platform to harvest content from the web.
- Re-invented the concept of authoring research and provided productivity gains resulting in $5.5 million in cost savings for 650 Analysts spread across 4 regions and 20 countries.
- Embraced the concept of software usability as a foundation for creating system requirements and shadowed users to validate and refine key elements of the technology solution.
- Enhanced and standardized requirements definition process creating a branded 4D approach.
- Designed and built interactive web and Excel-based valuation models for research analysts, sales and traders including: Residual and DCF, Food-chain, Regression and correlation engines.
Database Manager
Morgan Stanley
City
06.2000 - 09.2001
- Designed and built Morgan Stanley's Investment Data Analytic System (MIDAS) that ensures Analytics models conform to accounting and forecasting standards and generated $2mm p.a.
- Led the creation of analyst model-tagging tool and integration to a central data warehouse.
Business Consultant
Accenture
City
05.1998 - 06.2000
- Led a multinational team to ensure Y2K compliance for American Express technologies. ♦ Delivered eBusiness applications to drive process efficiency at Telstra.
Education
MBA -
New York University, Stern School of Business
2005
Bachelor of Electrical Engineering -
University of Sydney
1997
Skills
- Predictive & Prescriptive Analytics
- Business Intelligence
- Data Governance
- Data Visualization
- Financial Services
- Sales, Marketing & CRM
- Big Data Technology
- Team Building & Development
Timeline
Executive Director, Head of Data & Analytics
Asrc Federal Holding Company
09.2012 - Current
Executive Director, Head of Analytics, Business Intelligence & CRM
Anthem, Inc.
12.2007 - 08.2012
Vice President, Document Authoring and Research Database
Morgan Stanley
09.2001 - 12.2007
Database Manager
Morgan Stanley
06.2000 - 09.2001
Business Consultant
Accenture
05.1998 - 06.2000
MBA -
New York University, Stern School of Business
Bachelor of Electrical Engineering -
University of Sydney
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