Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
27
27
years of professional experience
5
5
years of post-secondary education
Work History
Manager, Analytics Developer
Charles Schwab (acquired TD Ameritrade in 2020)
01.2020 - Current
Customer experience analytics using R, SQL, GCP, IDW, Tableau, Excel, Net Advocacy Score (NAS)
Data Mining with Random Forest and Association Rules, Inference Testing.
Sr. Business Insights Analyst
Charles Schwab (acquired TD Ameritrade in 2020)
01.2019 - 01.2020
Optimized the quarterly Net Advocacy Score (NAS) incentive target setting process with R and Tableau to optimize financial risk of a multi-million dollar incentive budget
Developed and visualized a NAS derived importance model, highlighting the most important of 100 NLP inputs using R and Tableau, used to identify future client experience initiatives
Developed survey sample balancing strategy optimizing for potential business model changes, using 10 potential factors
Explored relationship between client NAS and market conditions to identify opportunities to improve client experience during periods of market volatility.
Statistical Consultant
Monsanto
07.2017 - 08.2018
Using R as data management and summarization tool, developed and maintained custom Excel reporting dashboard with inference testing for nation-wide farmer and dealer customer experience program
Concurrently worked with on-line report vendor to convert portal-based summary data to raw data suitable for analysis; converted all R analytics to Domino; and, learned fundamentals of Spotfire and Salesforce until final Bayer acquisition.
Modeler
Scottrade
07.2016 - 04.2017
Customer churn analytics based on millions of clients’ multi-year activity.
Marketing Research Analyst
Penn Schoen and Berland
07.2015 - 08.2015
Derived importance models in R.
Sr. Decision Analyst
Maritz Research Inc.
01.2012 - 01.2015
Collaborated directly with clients to provide strategic and tactical priorities for diverse business units using statistically derived importance models in SAS
Developed and maintained analytics for 1,600+ branch-level financial services customer experience tracking study.
Sr. Research Analyst
Maritz Research Inc.
01.2002 - 01.2012
Developed and facilitated integration of advanced analytics into large-scale customer experience tracking studies by partnering with IT for web-based reporting.
Research Analyst
Maritz Research Inc.
01.1997 - 01.2002
Marketing research analytics across many clients in diverse sectors via SAS and Excel
Findings presented to non-technical audiences in-house and client-side.
Education
Ph.D. -
Southern Illinois University
Carbondale
08.1991 - 05.1996
Skills
SQLundefined
Computing Environments
GCP
IDW
Timeline
Manager, Analytics Developer
Charles Schwab (acquired TD Ameritrade in 2020)
01.2020 - Current
Sr. Business Insights Analyst
Charles Schwab (acquired TD Ameritrade in 2020)
01.2019 - 01.2020
Statistical Consultant
Monsanto
07.2017 - 08.2018
Modeler
Scottrade
07.2016 - 04.2017
Marketing Research Analyst
Penn Schoen and Berland
07.2015 - 08.2015
Sr. Decision Analyst
Maritz Research Inc.
01.2012 - 01.2015
Sr. Research Analyst
Maritz Research Inc.
01.2002 - 01.2012
Research Analyst
Maritz Research Inc.
01.1997 - 01.2002
Ph.D. -
Southern Illinois University
08.1991 - 05.1996
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Financial Services Representative at Charles Schwab/ TD AmeritradeFinancial Services Representative at Charles Schwab/ TD Ameritrade