Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Josef Levine

Escondido,CA

Summary

Data analyst with experience in synthesizing insights and delivering presentations to stakeholders. Expertise in project management and fostering collaboration across teams to drive successful outcomes. Skilled in enhancing operational efficiency through automation and AI solutions, while ensuring the highest standards of quality through rigorous validation processes.

Overview

14
14
years of professional experience

Work History

Customer Insights Analyst

Cetera Financial Group
01.2025 - Current
  • Analyzed financial data to identify trends and inform strategic decision-making.
  • Developed comprehensive reports to present findings and recommendations to stakeholders.
  • Increased efficiency by streamlining data analysis processes and implementing automation tools.
  • Streamlined reporting procedures by creating user-friendly dashboards for easy access to key performance indicators.

Marketing Analyst Intern

Welfie
07.2024 - 10.2024
  • Utilized Microsoft Excel to perform data analysis and generate reports for campaign performance and audience engagement.
  • Assisted in the development and implementation of marketing strategies based on insights from market research and data analysis.
  • Contributed to the optimization of marketing campaigns through data-driven decision-making and collaboration with the marketing team.

Wine Club Manager

Cordiano Winery
05.2012 - 07.2024
  • Developed and executed strategic plans to enhance club membership and drive customer engagement.
  • Utilized data analysis to track member preferences and optimize club offerings for increased customer satisfaction.
  • Planned and executed successful events for club members resulting in enhanced customer relations and increased membership retention.
  • Trained staff on wine club policies, enhancing team knowledge and customer service skills.

Education

B.B.A. - Business Analytics

CSU San Marcos
01-2024

A.A. - Sociology

MiraCosta College
01-2021

Skills

  • MS Excel
  • Power BI
  • Alteryx
  • Python
  • Qualtrics
  • AI Prompting
  • Team collaboration and leadership
  • Attention to detail
  • Documentation and reporting
  • Project management
  • Process improvements

Interests

  • Music
  • Football
  • Snowboarding
  • Golf

Timeline

Customer Insights Analyst

Cetera Financial Group
01.2025 - Current

Marketing Analyst Intern

Welfie
07.2024 - 10.2024

Wine Club Manager

Cordiano Winery
05.2012 - 07.2024

B.B.A. - Business Analytics

CSU San Marcos

A.A. - Sociology

MiraCosta College
Josef Levine