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Bio

I am a Data Analyst with a background in Financial Services. I have acquired a solid portfolio of projects highlighting my capabilities with Excel, SQL, Tableau, Power BI, and Python. With my background in Financial Services, I strive to take my experience and transition into a career in Data Analytics

Professional Resume

     My Experience

General Assembly
Data Analytics Fellow

August 2022 - November 2022

  • Successfully completed over 500 hours of expert led instruction in Excel, PowerBI, SQL, Tableau, and Python

  • Personally created analytics projects, including:

    • AirBnb Outcomes: Built with Excel and PowerBI

    • Capital Bikeshare: Built with SQL and Tableau

    • Superstore SQL Analysis: Built with Excel and SQL

    • DAI Capstone Project – U.S. Airline On-Time Analysis: Built with Excel and Tableau

UBS Financial Services
Wealth Strategy Associate

July 2021 - August 2022

  • Team Lead for internal analytics projects to support team growth and ensure client satisfaction

  • Managed various tasks such as account openings, client transfers, and daily asset movement

  • Responsible for compiling client reports and PowerPoints on behalf of the team for annual and semiannual client reviews

JPMorgan Securities
Client Service Associate

January 2019 - June 2021

  • Partnered with two independent Financial Advisors specializing in institutional fixed income products and portfolio management for individual clients

  • Managed various trading needs pertaining to equity and fixed income products for both institutional and retail clients

  • Responsible for the operational aspects of client relationships such as account maintenance and the processing of account transfers to and from JPMorgan

Wells Fargo Advisors
Client Associate

October 2016 - December 2018

  • Provided assistance to Financial Advisors and their clients, primarily with general account questions and paperwork processing                                                                                                

  • Continually analyzed market trends to discover both value and growth-based investment opportunities for our clients  

  • Managed the task of updating client investment to ensure accurate investment goals  

Western Digital
Data Analyst Intern

May 2015 - August 2015

  • Worked within Content Solution’s under the Senior Director of Finance analyzing Western Digital’s consumer products, forecasting revenue and product viability  

  • Assisted WD with assessing the holes in the historical data of MyCloud products, and presented findings to CFO and WD Finance Team  

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