Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Anthony Xie

Senior Data Analyst
CA

Summary

  • Insightful and creative data analytics with visualizations to provide poignant insights.
  • Advanced Skills in data analysis staples such as Excel, SQL, Tableau, Google Analytics, Salesforce.com reporting etc.
  • Organized and can manage time and projects efficiently and appropriately.
  • Lead data analyst for Fisher Investments in the San Mateo location.
  • Grew AAG's Affiliate marketing channel by 90% in over 2 years as the primary data analyst on the team.

Overview

9
9
years of professional experience
5
5
years of post-secondary education

Work History

Marketing Data Analyst

Fisher Investments
08.2019 - Current
  • Advance data analytics and visualizations with experience using SQL, Salesforce, Power BI, Excel, Google Analytics, and Tableau.
  • Provided marketing leadership with key insights and recommendations in order to move the needle forward for department performance.
  • Constructed creative ad hoc as well as day-to-day reporting for VP's and Senior VP levels.
  • Partnership and onboarding with 3rd party data companies like Forrester, Statista, and Acxiom.
  • Worked with creative team, brand team, media teams to create reporting and desired analyses

Senior Marketing Data Analyst

American Advisors Group
02.2016 - 07.2019
  • Developed and grew marketing lead generation channels' performance analytics and optimizations.
  • Spearheaded and participated in major Business Development, Workflow improvement and Project managements.
  • Forecasted budgets and maintained marketing channel lead pace while monitoring marketing and sales performances.
  • Vendor management with major vendors such as Bankrate, Epath, LendingTree, LowerMyBills, Bills.com, New Retirement, Consumer Affairs etc.
  • Compliance monitoring and platform on-boarding with Anura, Lashback, Jornaya and Linktrust.

Senior Loan Officer / Marketing Operations Specialist

American Advisors Group
09.2012 - 02.2016
  • Project management involving workflow improvements workflow re-design and campaign start-ups.
  • Performed legal and compliance administration with all marketing ads and creatives.
  • Lead workflow support on the back end.
  • Licensed in 22 states under NRMLA for closing special-case loans.

Education

Bachelor of Science -

University of California, San Diego (UCSD)
09.2005 - 01.2010

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University of California, San Diego (UCSD) - Big Data Certification
04.2017 - 11.2017

Skills

    Excel (All MS Office Tools)

SQL

Analytics, Logistics, and Detail Oriented

Salesforce

Collaboration

Tableau

Google Analytics

Power BI

Interesting Guy - Great to have on your trivia quiz team

Interests

Timeline

Marketing Data Analyst

Fisher Investments
08.2019 - Current

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University of California, San Diego (UCSD) - Big Data Certification
04.2017 - 11.2017

Senior Marketing Data Analyst

American Advisors Group
02.2016 - 07.2019

Senior Loan Officer / Marketing Operations Specialist

American Advisors Group
09.2012 - 02.2016

Bachelor of Science -

University of California, San Diego (UCSD)
09.2005 - 01.2010
Anthony XieSenior Data Analyst