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