Gregory Thurell
San Diego,CA
Summary
Results-driven consultant with expertise in data analysis, project management, and learning design. Proven ability to deliver strategic insights and develop educational content to enhance learning and development. Seeking to transition into education roles to leverage skills in training, technology integration, and curriculum development.
Overview
23
23
years of professional experience
Work History
CONSULTANT
Self-Employed
08.2017 - Current
- Led data analysis and AI testing projects, improving client website performance and user engagement.
- Designed and delivered training programs using Articulate 360 and Adobe Suite, enhancing business and marketing capabilities.
- Managed client relationships and tailored solutions for industries including law, finance, and retail.
- Developed custom dashboards and reports, providing actionable insights for website optimization.
BUDGET ANALYST
Tufts University
03.2014 - 05.2016
- Developed and analyzed budgets for academic departments, ensuring compliance and optimizing resource allocation. Coordinated proper reconciliation of over 11 million dollars per year between the College of Arts and Sciences and School of Engineering, conforming to all rules for non-profit organizations
- Managed budget planning projects, collaborating with stakeholders to enhance financial performance.
- Conducted financial analysis and provided strategic recommendations to senior management. Created quarterly, semi-annual, and annual reporting based off of this analysis to inform recommendations.
SENIOR PERFORMANCE ANALYST
Wells Fargo Investments
02.2002 - 12.2012
- Supervised high-performing teams and led projects to optimize fund performance and ensure regulatory compliance.
- Developed training materials and provided coaching to enhance team performance, training over 20 team members within 3 departments.
- Conducted financial analysis and reporting to identify trends and opportunities.
- Was named financial analyst of the quarter and consistently received top performance reviews within the department.
Education
MASTER OF SCIENCE (M.S.) - LEARNING DESIGN AND TECHNOLOGY
University Of San Diego
San Diego, CA05.2023
MASTER OF SCIENCE (M.S.) - BUSINESS ANALYTICS
University Of Massachusetts Amherst
Amherst, MA05.2021
BACHELOR OF ARTS (B.A.) - INTERDISCIPLINARY STUDIES (FINANCIAL EDUCATION)
University Of Massachusetts Amherst
Amherst, MA05.2019
Additional Information
Previously FINRA Series 6, 63, and 7 licensed, Self-Employment references available upon request
Timeline
CONSULTANT
Self-Employed
08.2017 - Current
BUDGET ANALYST
Tufts University
03.2014 - 05.2016
SENIOR PERFORMANCE ANALYST
Wells Fargo Investments
02.2002 - 12.2012
MASTER OF SCIENCE (M.S.) - BUSINESS ANALYTICS
University Of Massachusetts Amherst
BACHELOR OF ARTS (B.A.) - INTERDISCIPLINARY STUDIES (FINANCIAL EDUCATION)
University Of Massachusetts Amherst
MASTER OF SCIENCE (M.S.) - LEARNING DESIGN AND TECHNOLOGY
University Of San Diego
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