Michael Brady
College Park,Maryland
Summary
Inquisitive detail oriented critical thinker with the ability to work with complex data systems to generate actionable business intelligence enabling better decision making to support strategic initiatives. Adept at analyzing data to identify trends, streamline processes, and find gaps in logic.
Overview
20
20
years of professional experience
Work History
Fully Apointed Insurance Agent
TWFG Insurance Services LLC
03.2024 - 08.2024
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Senior Data & Reporting Analyst
T. Rowe Price
01.2007 - 07.2023
- Responsible for writing, running, and validating queries for scheduled, cyclical and ad-hoc needs
- Held whiteboard sessions with managers to discuss the scope and availability of large data requests
- Analyzed processes to identify gaps in logic to improve accuracy
- Built a query to Identify the underlying cause of an unexpected spike in new accounts after the launch of the Maryland state contribution program; the results were shared with the Governor and assembly and a loophole was closed during the next legislative session
- Utilized a variety of programs (Business Objects, Excel, Qlik Sense, Tableau) and Databases (DST, and IDM) to create reports and dashboards with visualizations allowing marketing and management teams to easily gauge effectiveness and health of the business
- Identified and implemented ways to streamline report generation saving multiple hours of work a month
- Applied advanced Excel functions and filters to support infrastructure.
Retirement Plan Specialist
T. Rowe Price
08.2004 - 01.2007
- Responsibilities included: Assisting plan participants with a wide variety of requests such as plan enrollments, distribution, stock & bond purchases (attained FINRA Series 6, 63, 66, and 7 licenses for this role)
- Created and maintained reports for team and department metrics
- Analyzed feedback to uncover trends resulting in changes in procedures and accessibility features.
- Educated clients on potential risks and rewards associated with various investments.
- Helped clients make informed decisions about financial future.
Education
DeMatha Catholic High School
Skills
- Advanced Excel Functions
- Alteryx
- Microsoft Access
Timeline
Fully Apointed Insurance Agent
TWFG Insurance Services LLC
03.2024 - 08.2024
Senior Data & Reporting Analyst
T. Rowe Price
01.2007 - 07.2023
Retirement Plan Specialist
T. Rowe Price
08.2004 - 01.2007
DeMatha Catholic High School
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