Led the research, development, and deployment of over 10 bespoke machine learning applications to address the complex business needs of investment wholesalers:
- Workshopped with key stakeholders to identify pain points in their workflow and invent custom solutions.
- Transformed highly disorganized client Salesforce data into compelling visualizations and actionable insights.
- Implemented a data validation functionality notifying wholesalers if their vital SEC data is outdated, improving accuracy by up to 20%.
- Founded a lead scoring methodology which autonomously ranks up to 700k prospects across hundreds of customizable sales initiatives in real-time.
- Engineered an XGBoost algorithm leveraging call log sentiment analysis to predict prospects' likelihood to accept a sales meeting.
- Built a customer retention model using time-series transaction data to predict imminent redemptions and empower loss prevention.