Teddy Diamantopoulos
New York
Summary
Client Success Professional in the Fintech industry with over 2 years of experience collaborating with Hedge Funds, Asset Managers, Investment Banks, and other financial institutions. Skilled in providing exceptional client support and driving successful product adoption. Leveraging a strong background in Data Science, with proficiency in Python, SQL, and Data Visualization to enhance client solutions and improve operational efficiencies. Proven ability to bridge technical and business requirements, ensuring optimal client outcomes and satisfaction.
Overview
4
4
years of professional experience
Work History
Client Experience Analyst
FundApps
01.2023 - Current
- Provided high-quality client support, troubleshooting issues and offering guidance on FundApps' compliance software for asset managers, hedge funds, and investment banks
- Led the 'Adoption Process,' conducting post-implementation training to ensure smooth product integration and drive user adoption
- Managed data flow between CRM and Help Desk, ensuring accurate communication of client needs, issues, and feedback
- Collaborated with cross-functional teams to gather insights, influence product improvements, and stay current on new features and regulatory changes
- Developed the 'Client-Info' bot, streamlining access to key client information within Slack, enabling team members to retrieve critical details quickly and efficiently with minimal effort
Data Consultant
iConsultancy
01.2022 - 05.2022
- Collaborated with 5-person team to create visualizations that connect federal datasets related to industries, occupations, and skills
- Created Data ETL Pipeline to clean and wrangle the given raw data and used this data to develop MySQL Database
- Used organized SQL Database to source into Tableau and create 3 tiers of industries conditioned on spending
- Finalized Tableau dashboard consisting of 4 visualizations that helped the client better understand their data
Data Analyst Intern
RiskSpan
06.2021 - 08.2021
- Collaborated with 5-person team in Property Risk Score Project - using data analytics to determine the properties with the best risk/reward ratio
- Developed project through Airflow to share over 20 sets of Python code and implement data QA through different datasets
- Successfully found and analyzed over 10 standout areas using climate risk data and visualizing statistics/geospatial mapping designs through Tableau
- Properly cleaned several different datasets to be cleared for data modeling
Education
B.S. - Information Science - Data Science Specialization
University of Maryland
College Park, MD05.2022
Skills
- Client Support & Training
- CRM & Help Desk Management
- Python
- SQL
- Data Visualization
Timeline
Client Experience Analyst
FundApps
01.2023 - Current
Data Consultant
iConsultancy
01.2022 - 05.2022
Data Analyst Intern
RiskSpan
06.2021 - 08.2021
B.S. - Information Science - Data Science Specialization
University of Maryland
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