ASHISH SHRIVASTAV
Austin,TX
Summary
Results-driven and motivated Business and Technology alignment leader with extensive experience managing teams engaged in Digital Transformation, Data and Analytics implementation for mission-critical systems in the Wealth Management, Asset Management, Financial Services and Insurance Industries. Experience in Leveraging data and analytics to drive decision making and competitive advantage in sales, marketing and operations. Financial Services specialist, pioneer of next generation technology solutions (Big Data, Cloud Computing, Social). Skilled at leading analytic organizations, developing their skills, upgrading their systems, and harnessing their power to transform business processes. Applies strong attention to detail and efficient multi-tasking abilities to excel in time-sensitive environments, meeting all standards for quality and productivity. Deep Implementation expertise in Marketing Technologies, Digital Enablement, Analytics, Data Management, Data Integration, Data Architecture, Data Warehouse, MDM, Data Lake, Reference/Market Data, Business Intelligence, Visualization, Reporting and Data Analytics. Serves as an integral leader of dynamic technical teams, communicating in a clear and concise manner verbally and in writing via summaries, reports, and presentations.
Overview
27
27
years of professional experience
Work History
Data and Analytics Technology Leader
LPL Financial
05.2020 - Current
- Spearheaded Data, Analytics and Client Segmentation initiatives that delivers better customer experiences through data-driven personalization strategy resulting in a 20% increase in customer engagement
- Successfully launched the AI Email Communication Drafter, the firm's first AI/LLM advisor-facing capability
- Defined a comprehensive BI strategy for client-facing reporting and launched the first institutional reporting platform powered by Tableau Cloud, tailored for large institutions
- This initiative resulted in a 35% increase in reporting efficiency and a 25+% improvement in data accessibility for clients
- Defined and executed strategy, and execution of data and advanced analytics capabilities for key strategic play of the firm and building a Next Best Action platform to optimize the customer experience across all interaction channels
- Identifying AI/ML use cases and designing, developing, and deploying through end to end AI/ML delivery framework in AWS
- Responsible for defining data strategy and next-gen data architecture and helped deliver large scale data modernization program on the cloud for the organization
- Led the design, implementation, and management of scalable data warehousing solutions that support business intelligence, reporting, and analytics
- Oversaw data integration processes, ensuring seamless data flow from various sources into the data warehouse
- Achieved a 40% improvement in data processing efficiency and a 30% reduction in data retrieval times
- Managing multi Agile scrum teams comprises of data analysts, data scientists, data engineers, API developers, business analysts and BI specialists
- Achieving a 30% increase in project delivery speed
- Led the implementation of unified data platform built on AWS cloud using core AWS services like S3, Sagemaker Studio, Glue, Airflow, EMR, along with data warehousing solution on Snowflake and Redshift
Marketing Technology, Data Engineering & BI Solutions Leader
OppenheimerFunds/Invesco Ltd.
New York, NY
01.2005 - 01.2020
- Company Overview: Leading global asset manager and investment firm
- Led vision, strategy, and execution for all facets of marketing technologies, analytics and BI solutions at this leading global asset manager and investment firm
- Responsible for the IT budget, resource planning, and resource allocation to multiple high-profile digital, enterprise data and BI Initiatives
- Pioneered marketing technology strategies for B2B clients and Increased 'Go to Market' speed by 80%
- Implemented Adobe Campaign as an integrated marketing platform and segmentation engine that increased customer engagement, drove quality leads to sales and enhanced personalized content delivery
- Scaled capabilities to orchestrate customer journeys and data driven execution
- Implemented the next generation analytics layer innovation environment on AWS using principles of Gartner PACE layered architecture
- Operationalized the predictive lead scoring model and meeting prep AI/ML solution on layer of innovation in less than 10 weeks
- Provided vision and direction to develop customer driven lead nurturing strategy increasing sales opportunities and overall lead quality
- Implemented multi stage lead management process using complex rule based matching process in Alteryx
- Increased the lead availability from days to near real-time
- Architected and Implemented a robust marketing data environment by bringing transactional, behavioral, engagement, reference/market and predictive model score data to support audience segmentation, cross channel execution and analytics
- Increased Go to Market Speed by 80% in less than 2 years
- Bridged the gap between technology and marketing organization by creating a strong, confident, and focused team, eliminating silos, and establishing the strong technology functions and processes
- Manages an IT Budget of $2.5MM to transform the Marketing and Analytics Technology stack
- Effectively manages a team of over 30 professionals comprising employees, contractors, and offshore personnel; directly supervises three team leads responsible for the operations of the portfolio of vendor and custom applications
- Leading global asset manager and investment firm
Senior Technical Specialist
BusinessEdge Solutions
East Brunswick, NJ
01.2000 - 01.2005
- Assigned to the Bank of America Wealth and Investment Group, working with Siebel Analytics/OBIEE, with a focus on building intelligent client service analytics using SFA and non-SFA data; additionally, integrated analytics reporting into the SFA application
Senior Technical Consultant, Financial Services
American Management Systems
Roseland, NJ
01.1998 - 01.2000
- Directed technical design, development, and deployment of a Siebel eFinance enhancement for the Sales and Marketing Division of Alliance Bernstein in the capacity of Senior Technical Analyst and Integration Specialist
- Evolved from a branch-based assignment to a regional assignment
- Led an enhancement to the SFA system at Alliance Bernstein that added the Variable Annuity and Retirement business, providing guidance and direction on data conversion and systems implementation
Education
Master's Degree - Computer Application
Regional Engineering College
IndiaBachelor of Science Degree - Mathematics
MVAM College
IndiaData Science Bootcamp & Certification -
Rutgers Center of Innovation Education
Digital Transformation: Leading People, Data and Technology -
UC Berkeley Executive Education
Skills
- Data Analytics
- AWS Data Lake Solutions
- Data Strategy
- Data warehousing (Snowflake, Redshift)
- Cloud Computing
- Team Leadership
- Customer Segmentation
- Cross-functional collaboration
- Stakeholder Engagement
- Critical thinking
- Business intelligence (Tableau, PowerBI)
- Data Management Platform
- Adobe Audience Management
- Marketing Tech
- Adobe Marketing Cloud
- Salesforce Sales and Marketing Cloud
- Data Warehouse
- Informatica PowerCenter
- DBT
Core Proficiencies
- Marketing Technology
- Data Management & Architecture
- Transformational Leader
- Digital Strategy & Transformation
- Data Strategy
- Team Building & Leadership
- Content Management
- AI/ML Model Delivery Framework
- Vendor Management
- Sales Enablement
- Cloud Strategy
- Change Management
- Product Development
- Event Driven Micro Service Architecture
- Project Management
Timeline
Data and Analytics Technology Leader
LPL Financial
05.2020 - Current
Marketing Technology, Data Engineering & BI Solutions Leader
OppenheimerFunds/Invesco Ltd.
01.2005 - 01.2020
Senior Technical Specialist
BusinessEdge Solutions
01.2000 - 01.2005
Senior Technical Consultant, Financial Services
American Management Systems
01.1998 - 01.2000
Master's Degree - Computer Application
Regional Engineering College
Bachelor of Science Degree - Mathematics
MVAM College
Data Science Bootcamp & Certification -
Rutgers Center of Innovation Education
Digital Transformation: Leading People, Data and Technology -
UC Berkeley Executive Education
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