Visionary, data driven thought leader with over 20 years of experience in omni-channel, marketing, financial and customer feedback analytics. Proven ability to deliver compliant data products in highly regulated and complex financial services environments.
Overview
27
27
years of professional experience
Work History
National Manager, Data Analysis/Data Domain Owner
Toyota Financial Services ($187B In Assets)
05.2020 - Current
Developing model to predict probability of Vehicle Services Agreement (VSA) product sales and isolate incremental impact of incentives.
Lead descriptive analytics that inform decision makers in VPP and Fraud. Results generated $14 million in business value to-date.
Lead team of 18 to deliver data driven insight to stakeholders in Commercial, Fraud Ops and Voluntary Protection Products.
Lead best in class data storytelling training at TFS
Leading effort to migrate Bank data from legacy SAS environment to Snowflake; exceeding timeline and quality expectations.
Delivered Tableau-based Reporting Experience that provides integrated, consistent view of performance for executives across TFS. Experience has over 100 users and thousands of monthly views.
Led team of 50 to deliver reporting and data engineering capabilities through platforms like Netezza, Snowflake and Tableau
Led effort to successfully upgrade legacy Netezza platform
Completed 1/3 of $15 million data migration from Netezza to Snowflake that will drive data quality, consistency and speed to market.
Director, Business Intelligence
USAA Bank ($114B In Assets)
03.2016 - 05.2020
Spearhead analytically driven initiatives to optimize performance:
Model based voice of customer performance drivers that directly influenced Bank Leadership
NLP model to identify friction points and compliance risk in member complaints. Capability generated $5.5M in business value.
Innovative complaint capacity management reporting suite to optimize operational process
Implement governed, high quality self service data business intelligence:
Omni-channel acquisition analytics to meet heightened regulatory and stakeholder standards
Self-service geospatial analytics to drive deployment strategy for 150 ATMS
First generation 'Bank Member Cube', recognized by USAA executive leadership
Deliver roadmap to scale interactive visualization built on best practice data architecture:
Developed best in class complaint capture and reporting that aligns to OCC heightened standards
Significantly improved reporting quality and speed to market across several Bank initiatives
Provide thought leadership on compliant data delivery to sister analytics teams
Influence data architecture to optimize business intelligence and improve data quality standards
Led agile teams of 20 business and IT analysts to democratize BCBS 239 compliant data for Bank products, member (customer) demographics and complaints
Director, Digital Analysis
Fidelity Investments ($2.8 T In Assets)
06.2013 - 03.2016
Developed mobile app analytics center of excellence; influenced executives to improve engagement with popular 'account center' view by 10%
Evangelized data products like omni-channel view of customer interactions to drive advanced insight
Deployed data driven strategy to reduce friction throughout digital acquisition sales experience, optimize performance and improve results by 30% over quarter
Recognized thought leader in omni-channel analytics; speaker at Adobe Analytics Summit
Spearheaded Clarabridge/NLP based studies of voice of customer feedback on digital platforms. Leveraged insight to optimize checking/money market account experience
Significant experience with compliant digital data delivery best practices; led agile tagging process optimization initiative
Led team of 10 digital optimization analysts with dotted line oversight of 20 tagging support analysts
Director, Database Marketing Analytics
Collette Travel Services
06.2012 - 04.2013
Re-negotiated vendor contracts by 15%
Captured 25% increase in calls and 10% revenue boost through successful implementation of multi-channel marketing plan
Vice President, Customer And Marketing Insights
Citizens Financial Group ($220B In Assets)
01.2009 - 06.2012
Led next best product modeling strategy to improve efficiency of $2.8M marketing budget
Spearheaded spend reallocation to profitable tactics, driving balances that exceeded goal by 87%
Deployed testing and propensity model strategy to improve home equity acquisition performance across channels by 30%
Managed credit offer, targeting and optimization in compliance with FCRA and privacy regulations
Senior Manager, Direct Marketing Analytics
Fidelity Investments ($2.46 T In Assets)
04.2004 - 12.2008
Improved direct, digital and media marketing performance through modeling
Optimized results to drive 22% lift in rollover campaign performance; mined base for hidden high value customers
Directed work flow across 11 analysts
Senior Research Analyst
Federal Reserve Bank Of Boston
08.1997 - 04.2004
Applied advanced modeling techniques to create insight on payment and labor market trends.
Developed linear regressions to surface variables driving New England labor market trends
Applied analytics to optimize payment processing
Created data driven plan for 2 new payment services generating over $1M in revenue
Published economic insights 3 times in the 'New England Review' , a Reserve Bank publication
Received 2 President's Awards
Education
MBA - Marketing
Boston University
Boston, MA
Bachelor of Arts - Economics
Wellesley College
Wellesley Hills, MA
Skills
Data driven optimization
Descriptive and predictive analytics
Creating order from chaos
Thought leadership
Execution
Executive communication, relationship building
Timeline
National Manager, Data Analysis/Data Domain Owner
Toyota Financial Services ($187B In Assets)
05.2020 - Current
Director, Business Intelligence
USAA Bank ($114B In Assets)
03.2016 - 05.2020
Director, Digital Analysis
Fidelity Investments ($2.8 T In Assets)
06.2013 - 03.2016
Director, Database Marketing Analytics
Collette Travel Services
06.2012 - 04.2013
Vice President, Customer And Marketing Insights
Citizens Financial Group ($220B In Assets)
01.2009 - 06.2012
Senior Manager, Direct Marketing Analytics
Fidelity Investments ($2.46 T In Assets)
04.2004 - 12.2008
Senior Research Analyst
Federal Reserve Bank Of Boston
08.1997 - 04.2004
MBA - Marketing
Boston University
Bachelor of Arts - Economics
Wellesley College
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