Cassandra Platt
Stamford
Summary
Data analytics leader specializing in strategic automation and operational efficiency improvements. Proven ability to manage teams and oversee multiple projects with precision. Strong commitment to continuous learning and innovative problem-solving. Focused on delivering measurable results through effective data-driven strategies.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Vice President - Data Analytics and Automation
Morgan Stanley
New York
01.2024 - Current
- Led team to engineer a stress testing suite for multiple high-risk scenarios to assess market impact and inform business decisions.
- Adopted tools such as Python, Power BI, UiPath, and Alteryx, enabling development of advanced automation solutions.
- Expanded automation initiatives beyond department to enhance division-wide efficiency.
- Launched division-wide Automation Solutions Tracker to evaluate risk, track tool development, and measure time savings.
- Utilized data analytics to migrate margin calculator platforms by identifying gaps through reconciliation and automation tools.
- Collaborated with executive team members and key stakeholders on major decisions regarding company-wide initiatives.
Director - CMO Data Analytics and Automation
Morgan Stanley
New York
01.2022 - 12.2023
- Executed project integration through analysis of lending guideline changes and forecasting implementation impact.
- Developed process improvement applications utilizing Python, VBA, and SQL.
- Applied data analytics and strategic planning to prioritize work backlog and drive stakeholder decisions.
- Led training initiatives for new hires, emphasizing technical skill enhancement.
- Conducted divisional training sessions to elevate technical competencies across the firm.
Associate - Collateral Middle Office
Morgan Stanley
New York
06.2018 - 12.2021
- Monitored securities-based lending products for compliance with federal regulations and bank policies.
- Mitigated risk through effective management of collateral calls and transaction processing.
- Utilized MS Access, VBA, JavaScript, SQL, and APIs to develop innovative applications.
- Collaborated with financial advisors and stakeholders to maximize client release potential.
Education
Bachelor of Arts - Mathematics
Manhattanville College
Purchase, NY05.2018
Skills
Professional Skills
- KPI Tracking
- Business Strategy
- Data Analytics
- Strategic & Tactical Automation
- Problem Solving
- Project Management
- Risk Management
Technical Skills
- Alteryx
- Python
- VBA
- UiPath
- PowerBI
- JavaScript
- SQL (DB2, Sybase, MySQL)
- Microsoft Products (Excel, Access, Etc)
Awards
Morgan Stanley Hackathon Winner (August 2024)
- Multi-Tool Solution - Power BI & UiPath
Morgan Stanley SPOT Award (May 2020)
- Awarded for Putting Clients First & Leading with Exceptional Ideas
Morgan Stanley Global Ops Team Award for Excellence (April 2020)
- Awarded for Innovation & Continuous Improvement
Morgan Stanley SPOT Award (April 2019)
- Awarded for Automation Time Savings
Certification
- Alteryx
Accomplishments
- AI Ambassador
- Automation Expert
Timeline
Vice President - Data Analytics and Automation
Morgan Stanley
01.2024 - Current
Director - CMO Data Analytics and Automation
Morgan Stanley
01.2022 - 12.2023
Associate - Collateral Middle Office
Morgan Stanley
06.2018 - 12.2021
Bachelor of Arts - Mathematics
Manhattanville College
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