Tae Shin
Glen Mills,PA
Summary
Results-driven Junior Investment Data Analyst at Vanguard with expertise in SQL and data validation. Proven ability to enhance data collection methods and ensure reporting accuracy. Strong analytical problem-solving skills complemented by attention to detail, fostering collaboration across teams to elevate client satisfaction and streamline processes.
Data analysis professional prepared to deliver impactful insights and drive business decisions. Adept in data visualization, statistical analysis, and database management, with strong focus on teamwork and adaptability. Known for reliability, analytical thinking, and results-driven approach. Skilled in Python, SQL, and Excel, ensuring robust data solutions and strategic recommendations.
Results-driven data professional with keen eye for detail and passion for uncovering actionable insights from data. Proven track record of utilizing data analysis and visualization tools to drive business decisions and optimize processes. Team-oriented with strong focus on collaboration and adaptability, consistently delivering reliable results in dynamic environments.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Junior Investment Data Analyst
Vanguard
07.2023 - 07.2025
- Conducted thorough data validation processes to ensure accuracy in investment reports.
- Collaborated with stakeholders to gather requirements and enhance data collection methods.
- Utilized SQL to query databases and extract relevant investment data efficiently.
- Maintained and updated databases to support accurate data querying and reporting.
- Participated in data quality assurance initiatives to uphold high reporting standards.
Client Experience Specialist
Vanguard
08.2017 - 07.2023
- Facilitated seamless onboarding processes, enhancing client understanding of services and products.
- Collaborated with cross-department teams to streamline service delivery and address client needs efficiently.
- Managed client communication channels, ensuring timely responses and effective issue resolution.
- Conducted regular feedback collection sessions, analyzing insights to improve client satisfaction.
- Supported sales initiatives by providing insights on client preferences and potential upselling opportunities.
Registered Representative
Vanguard
08.2016 - 08.2017
- Developed strong relationships with clients to enhance satisfaction and retention.
- Executed comprehensive market research to identify emerging investment opportunities.
- Educated clients on financial products to facilitate informed investment decisions.
- Assessed client risk profiles to tailor investment strategies effectively.
Manager, Sales and Customer Support
Sue's Produce
06.2013 - 08.2016
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Cross-trained existing employees to maximize team agility and performance.
- Developed and maintained relationships with customers and suppliers through account development.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
Education
BBA - Finance & Accounting
Temple University
Philadelphia, PA06-2016
Skills
- Data visualization and presentations
- Data analysis
- SQL
- SQL databases
- Analytical problem solving
- Tableau
- Attention to detail
- Data validation
- Database management
- Project management
- Excel functions
Affiliations
- Toastmasters
- Temple University Investment Association
- Financial Management Association
Certification
- Certified Series 7 & 63, FINRA - 2016 - 2025
Timeline
Junior Investment Data Analyst
Vanguard
07.2023 - 07.2025
Client Experience Specialist
Vanguard
08.2017 - 07.2023
Registered Representative
Vanguard
08.2016 - 08.2017
Manager, Sales and Customer Support
Sue's Produce
06.2013 - 08.2016
BBA - Finance & Accounting
Temple University