Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Kevin Kaleta

Fenton,MO

Summary

Experienced collaborator with a proven track record of seamlessly meeting diverse team needs, optimizing processes, and exceeding project requirements. Fueled by a deadline-driven work ethic, strong communication skills, and deftly prioritizing tasks to ensure successful project execution. Thrives in dynamic team settings, utilizing well-honed interpersonal abilities to cultivate teamwork and achieve outcomes.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Business Analyst

Moneta Group
10.2022 - Current
  • Demonstrate leadership by taking on system ownership for all internal systems, overseeing their efficient functioning and alignment with organizational objectives.
  • Interact with internal stakeholders to understand business needs and translate into requirements and project scope.
  • Apply problem-solving skills to analyze and resolve system issues that were impacting business operations.
  • Identify needed system improvements and determined appropriate systems required to implement solutions.

Business Support Consultant

Well Fargo
01.2022 - 10.2022
  • Executed data mapping exercises to identify data elements that are critical to business processes and requirements.
  • Analyzed, developed, and executed data migration plans for multiple Financial Advisors, ensuring client data was accurately and securely migrated from the existing CRM system to Salesforce.
  • Conducted training session for Financial Advisors on the use of Salesforce platform, ensuring that they were able to effectively manage their client data and access the information they needed to provide high-quality financial advice and support.
  • Worked with upper management to ensure that all data migrated to the Financial Advisors new CRM platform, Salesforce, is correct.

Financial Representative Intern

Northwestern Mutual
05.2021 - 01.2022
  • Thrived within a dynamic team setting, collaborating seamlessly with interns and seasoned professionals to share insights, exchange knowledge, and collectively deliver exceptional service to clients.
  • Demonstrated commitment to clients' best interests by facilitating impactful introductions between clients, prospects, and fellow financial advisors fostering a network of resources for holistic financial solutions.
  • Successfully secured 14 diverse insurance policies, showcasing adeptness in understanding client needs, tailoring offerings to their unique situations, and effectively communicating the value of insurance solutions.

Education

Master of Science - Information Systems & Technology

University of Missouri Saint Louis
St Louis, MO
12.2025

Bachelor of Science - Business Administration, Emphasis in Finance

University of Missouri Saint Louis
St Louis, MO
12.2021

Skills

  • Programming Languages: Python and SQL
  • Tools: MS Excel, JupyterNotebook, Salesforce, JIRA, Azure DevOps, GitHub, and Visual Studio
  • Libraries: Scikit-learn, Keras, NumPy, Pandas, SciPy, Matplotlib, Seaborn, and NLTK
  • Machine Learning
  • Financial Modeling & Analysis
  • Complex Problem-Solving
  • Data & Business Analysis
  • Data Mapping & Migration
  • Consulting
  • Project Management

Certification

  • Data Science Professional Certificate, TripleTen - 10/2022 to 07/2023

Timeline

Business Analyst

Moneta Group
10.2022 - Current

Business Support Consultant

Well Fargo
01.2022 - 10.2022

Financial Representative Intern

Northwestern Mutual
05.2021 - 01.2022

Master of Science - Information Systems & Technology

University of Missouri Saint Louis

Bachelor of Science - Business Administration, Emphasis in Finance

University of Missouri Saint Louis

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