• Assembled competitor analyses for Wells, Ameriprise, and Nasdaq Private Market, comparing metrics such as quarterly revenue, total assets, net new assets, and growth due to market appreciation
• Created dashboards and reporting that compared Morgan Stanley’s fee compression to competitors’
• Built out grids for financial advisors to provide average and 80th percentile price points for all wealth management programs and relationship sizes

• Analytical reporting for the Business Management group on operational metrics and quality review data
• Developed data models in Qlik Sense to visualize data from several sources to provide metrics such as work from home error-rates

• Responsible for modeling, analysis, and reporting efforts on the Canadian Auto Finance Loan Portfolio
• Developed assumption logic in forecast using SAS and SQL
• Automated dashboards that visualized the dollar impact of logic changes and calibrations to the loss models

• Analyzed guest behavior based on historical data, item and location sensitivity
• Automated performance analyses to monitor performance real-time location performance

• Reduced offering domains by 65% from over 49 down to 17 by standardizing offering domain groupings.
• Grouped and standardized workforce to optimize career growth and minimize solution time on projects.