Principal Data Scientist & Analytics Lead at Janney Montgomery Scott (2018-02 – 2026-08)
- Led and managed a team of 2 data scientists/analysts, setting individual goals, providing ongoing coaching, and conducting performance reviews while fostering a culture of continuous learning and knowledge-sharing.
- Set the analytics roadmap and prioritization framework for the customer insights function, aligning cross-departmental stakeholders around a long-term (12+ month) strategic vision for predictive analytics capabilities.
- Spearheaded advanced predictive modeling and analytics to deliver actionable insights on customer trends, achieving an 8% accuracy improvement and driving 15% revenue growth through data-driven decision-making.
- Designed and implemented structured reporting and dashboard capabilities using BI technologies, translating complex data sets from multiple sources into governed, insight-driven reports for business stakeholders.
- Applied predictive analytics and statistical modeling (NLP, Scikit-learn) to surface business insights, communicating findings and recommendations to senior leadership to support strategic decisions.
- Leveraged machine learning techniques (neural networks, decision trees, deep learning) to build predictive models, resulting in a 25% increase in target user engagement and measurable business impact.
Business Data Analyst at BlackRock Inc (2015-03 – 2018-02)
Acted as strategic analytics partner to portfolio management leadership, translating business requirements into quantitative solutions across fixed income, derivatives, and ETFs in support of risk decisions on a $700B+ AUM portfolio.
- Delivered a comprehensive suite of risk, compliance, and ad hoc analytics reports supporting over $700 billion AUM, ensuring data integrity, quality, and adherence to governance standards.
- Developed tailored exposure reporting and data visualizations using proprietary financial modeling, communicating actionable insights to portfolio managers to support asset allocation and risk management decisions.
- Created Perl automation scripts to convert manually run reports into automated processes, improving efficiency and reducing error risk.
Business Intelligence Analyst at Akcelerant Software (2014-04 – 2014-12)
- Sourced and managed key data sources for market intelligence and reputation monitoring.
- Designed and developed an interactive executive dashboard providing leadership with real-time visibility into sales activities and pipeline from CRM, applying data visualization best practices to support data-driven decisions.
- Enabled segmentation of customers into occasion-based, price-sensitive clusters through a customer-specific pricing program, maximizing revenue enhancement with minimal impact on purchase intentions.
- Provided analytical insights through ongoing scorecards, deep-dive reporting, competitive analysis, campaign tracking, and monetization modeling.
Reporting Analyst at Comcast (2013-09 – 2014-04)
- Automated national reporting processes, improving both accuracy and efficiency for future reporting cycles.
- Conducted statistical analysis on Direct Sales field performance.
- Utilized Tableau to create monthly, weekly, daily, and ad hoc reports, including key business metrics and performance dashboards.
Reporting Analyst at TD Bank (2013-02 – 2013-08)
- Created and maintained standard weekly and monthly reports utilized by TD Bank's senior management.
- Replaced manually generated reports with automated reporting processes via SAS and SQL, developing and managing all reporting focused on Debit Card Operations.
- Monitored and managed data feeds into the data warehouse, including extraction, transformation, and loading; created permanent formatted SAS data sets for present and future analysis.
Data Analyst at Shell Gas Direct (2008-09 – 2010-07)
- Produced detailed weekly reports highlighting market risks, consumer trends, and competition.
- Prepared and maintained KPI reports with SAP CRM.
- Established competitive analysis, identifying trends and articulating potential impact on specific areas of the business.
- Prepared monthly sales pipeline and trending reports used to manage team wins, losses, and stage progression.
Market Research Analyst at Saville Rossiter-Base (2006-07 – 2008-09)
- Designed and implemented custom primary research for clients across numerous industries to understand customer attitudes, needs, wants, and behaviors.
- Led cross-functional teams within the organization to develop insights projects, covering survey research, data analysis, and pricing analysis.
- Designed a competitive matrix/scoreboard used to benchmark against the competition.
