CHRIS ALLEN
Northborough
Summary
Data analytics professional with substantial experience in transforming complex data into actionable insights, optimizing processes, and driving business initiatives. Highly reliable team player known for adaptability and delivering consistent results in dynamic environments. Skilled in statistical analysis, data visualization, and fostering effective collaboration to meet strategic objectives.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Manager, Portfolio Reports & Data Services
Commonwealth Financial Network
06.2020 - Current
- Product owner for the Product Master data system.
- Platform specialist for proprietary third-party transaction and reporting engine.
- Liaison for third-party tech provider to conduct rigorous testing and develop use-case scenarios for platform and client needs.
- Researches, implements, and supports data integration set-up, and reconciliation for over 500 unique sponsor companies and over 50 third-party data aggregators.
- Oversees bi-coastal team of 15 that supports over 1,000 financial advisors with their regular data inquiries, and reporting needs.
- Coaches, leads, and develops talent to facilitate professional and personal growth.
Supervisor, Data Integrity
Commonwealth Financial Network
02.2017 - 06.2020
- Routinely work with Compliance, Regulatory Affairs, and Risk to conduct audits on platform database, and data sets.
- Prepared detailed reports with Power BI, providing data-driven insights on staffing, production, volumes, and forecasting.
- SPOC for all escalated data and service issues for the Advisor 360 platform.
- Managed project timelines, database queries, and product data enhancements resulting in streamlined processes and improved data-delivery.
- Conducted performance reviews to support employee development.
Team Lead, Data Integrity
Commonwealth Financial Network
07.2013 - 02.2017
- Created library of SQL scripts for daily team use.
- Conducted weekly, monthly, and quarterly audits on all third-party asset managed accounts.
- Monitored daily queues to ensure equitable dispersion of responsibilities.
- Reported database and platform anomalies.
- Provided technical direction, resolving complex issues within database platform.
- Trained new team members by relaying information on company procedures and industry regulations.
Education
Bachelors of Science - Business Management
University of Phoenix, Online Campus
01.2015
Associate of Arts - Hospitality Management
University of Phoenix, Online Campus
12.2012
Skills
- Data Quality Management
- Microsoft Excel
- Microsoft SQL
- Detail Oriented
- Data Governance
- Customer Service
- Team Building
- Leadership
- Power BI
Certification
- SIE - FINRA | October2018
- Series–99 - FINRA | June2018
Languages
Spanish
Professional Working
Timeline
Manager, Portfolio Reports & Data Services
Commonwealth Financial Network
06.2020 - Current
Supervisor, Data Integrity
Commonwealth Financial Network
02.2017 - 06.2020
Team Lead, Data Integrity
Commonwealth Financial Network
07.2013 - 02.2017
Associate of Arts - Hospitality Management
University of Phoenix, Online Campus
Bachelors of Science - Business Management
University of Phoenix, Online Campus
Similar Profiles
Andy RamirezAndy Ramirez
Transfer Of Assets Analyst at Commonwealth Financial NetworkTransfer Of Assets Analyst at Commonwealth Financial Network
Monique MordiMonique Mordi
IT Help Desk Specialist at Commonwealth Financial NetworkIT Help Desk Specialist at Commonwealth Financial Network
Stacy McIntyreStacy McIntyre
Senior Marketing Project Manager at Commonwealth Financial NetworkSenior Marketing Project Manager at Commonwealth Financial Network
Sicily CoppolinoSicily Coppolino
ABA Assistant at Thoreau Elementary SchoolABA Assistant at Thoreau Elementary School
Tori A. ConroyTori A. Conroy
Senior Research Associate I, Immunology at BostonGeneSenior Research Associate I, Immunology at BostonGene