• Led geospatial analysis by integrating business location data from Google Maps API with census data to deliver insights on regional demographics, changes over time, and expansion opportunities. Automated the geospatial process using Python to extract data from the census API, load it into Snowflake, and enrich it with aggregated geospatial measures, reducing client project turnaround time by 80%.
• Used Fivetran ETL tool to pull data from credit card processor API and load into Snowflake. Tableau dashboards created to provide client ability to track sales, trends, and progress towards goals.
• Used Python to pull compressed files from the Department of Labor's website, process, and upload to client CRM.

• Developed a unified data model for TD Ameritrade and Charles Schwab, executing ELT processes to integrate source systems from both companies into a centralized location. This enabled consolidated reporting and seamless modeling in preparation for the merger.
• Collaborated closely with business executives to determine future segment criteria, conducting scenario modeling to assess the impact of changes on segment household count, call volume, assets, and revenue, while balancing new relationships with servicing capabilities.
• Led development of a company-wide household reporting tool, offering clarity on household program/product intersections and contributing to segmentation strategy creation across all household segments of Charles Schwab.

• Consulted with Human Capital and Data Governance executives to enhance analytics capabilities through requirements gathering, source system ELT, data modeling, and the creation of Tableau dashboards. This expansion significantly improved the departments' analytical capabilities, enabling insights that were previously unattainable.
• Project-managed a major revision of the corporate-wide account-level revenue and expense data source, collaborating with business partners to establish activity count logic, resulting in more accurate financial reporting and enhanced visibility into key revenue and expense drivers.
• Applied agile software development methods tailored for internal analytics consulting, enhancing work transparency, ownership, and output, which improved communication with stakeholders and ensured faster alignment on project goals and requirements.
• Grew the team from one to four highly skilled analysts, fostering a culture of change, challenge, teamwork, efficiency, and

• Led the creation of an internal application that enabled analytics-driven client pricing negotiations, empowering service representatives to swiftly negotiate within predetermined limits based on client behavior and profitability.
• Established and supervised SQL training for the corporate analyst rotation program, resulting in increased analyst exposure and streamlined training efforts.
• Led a machine learning clustering project allowing Institutional division to segment their clients based on behavior.
• Developed an account-level product lift framework, measuring product/service revenue and trade contributions. Used to understand promotional outcomes and drive next best offer decisions.
• Led multiple SaaS expansion opportunity and sunsetting initiatives, including usage and customer impact analysis, revenue and financial impact analysis, and customer migration and transition analytics.

• Collaborated with Business Cash Product executives to define an interest rate strategy in anticipation of a rising interest rate environment.
• Utilized client behavioral data to create a comprehensive analysis of client interest rate sensitivities.
• Developed innovative metrics to measure Retail client interest rate sensitivity and margin usage.
• Engineered a decision engine prioritizing the replacement of fraud-compromised debit cards based on client behavior and lifetime value.

• Led the creation of pro forma models utilized by the sales team and senior management, informing decisions on the effect of pricing and concessions on the profitability of $2B+ asset under management advisors.
• Conducted internal consulting projects with trading, practice management, and product management departments, gathering requirements and developing ad hoc analyses, recurring reporting, and dashboards.
• Conceived, developed, and promoted a data resource for client reporting and analytics using SQL, resulting in increased accessibility, scope, and depth of available advisor data. Owned and managed the newly created client reporting and analytics data resources, involving changes to the SQL code base to meet current business needs, monthly updates, ensuring data integrity, and partnering with finance to improve allocation methodologies.
• Developed relationship pro forma models used by the sales team and senior management in existing business pricing renegotiations and new