Aaron Lai, Cfa Email and Phone Number
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Aaron Lai, CFA, is the Director of Data and Analytics, Manifest Medex, a California Health Information Exchange (HIE) and a Senior Fellow of Purdue University’s Krenicki Center for Business Analytics & Machine Learning. Previously he was the Senior Manager, Technology Consulting of Payer Analytics, PwC Advisory Services. He has a wide range of analytics experience from Castlight Health, Blue Shield of CA, Bank of America, Charles Schwab, and Wells Fargo Bank. In addition to dozens of publications in academic journals, professional magazines, and technical books in consumer analytics and risk management, he has also presented in international conferences and received patents. His academic training includes two B.Sc. in Finance/Economics (CityU HK and London), a MBA (Purdue), and two M.Sc. (Sociology and Evidence-based Healthcare from Oxford). His technical expertise include regression analysis, propensity score matching, ML/NLP, SAS/R/Python/SQL programming, and ETL/datamart implementation as he has extensive experience in managing technical teams. His volunteer service includes being a CFA Magazine Advisory committee member, reviewer for several journals, and an advisor to Purdue’s Krenicki Center. He is also a former President and Board Member of the Oxford University Society Northern California Branch.
Manifest Medex
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Director Of Data And AnalyticsManifest Medex May 2022 - Present
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Senior Manager, Technology Consulting, Payer AnalyticsPwc Nov 2019 - Apr 2022Gb- Led a team in developing a Digital Therapeutics strategy for a health tech company- Led the analytics area of the digital transformation strategy of a regional payer- Led an enterprise-wide report rationalization effort (2000+ reports) for a regional payer and identified over $1MM savings in the first three months- Led a change strategy for an Enterprise Analytics team to inject product thinking and agile methods- Led a sub-team for a State’s vaccine TPA reporting and analytics to make the most efficient distribution to the most needed group- Led the development of FWA (Fraud, Waste, and Abuse) analytics from design to delivery for a regional payer that resulted in $100MM potential savings- Transformed the approach to actuarial reporting of a regional payer that saved one FTE and improved utilizations from other business stakeholders- Constructed provider billing analytics solutions that identified 10% potential billing savings for a payer with diverse membership base- Led the development of a 360 provider dashboard for a regional payer that allowed the executives to assess all aspects of providers and provider groups as part of the business development and network design input -
Director, Strategic AnalyticsCastlight Health Aug 2017 - Nov 2019San Francisco, California, Us• As a strategic hire to push the company into evidence-based healthcare analytics.• Developing a customer journey model in conjunction with Purdue MS analytics students to combine search actions, online behavior, and claims.• Investigating the interrelationships between health conditions and product usage/behavior• Developed a study combining predictive modeling and Randomized Controlled Trial to investigate email intervention on membership satisfaction.• Analyzed and identified the factors contributed to MAU (Monthly Active User) and thus changed the pre-conception of MAU strategy.• Developed the reporting for brand new products from apps instrumentation to membership data.• Identified as high performer with company-sponsored executive coaching. -
Senior Manager, Market AnalyticsBlue Shield Of California Dec 2010 - Aug 2017Oakland, California, Us• Created a set of evidence-based predictive models to improve MAPD HEDIS.• Used BSC claims data to investigate the comparative cost-effectiveness of two different prescription drugs for my evidence-based healthcare master thesis.• Combined internal and external data to create innovative dashboards to drive BSC IFP and Medicare acquisition and retention strategy.• Developed new generation of predictive models in BSC for risk and marketing using non-traditional data and techniques.• Measured the marketing effectiveness that led to consistent superior Medicare open enrollment results for BSC.• Drive the data and quantitative analytics capability by constructing the first comprehensive database that integrates demographics, behavioral, and attitudinal data.• Successfully built predictive models on chronic disease, attrition, acquisition, and satisfaction models based on internal, external, attitudinal, and behavioral data.• Built risk score and chronic disease prediction models based solely on third-party demographics data (25MM records and 2000 attributes).• Developed an optimization model that consists of several thousand equations and constraints to solve market sizing estimation under uncertainty problem.• Lead the data and analytic strategy to help our company to be the most innovative company in the healthcare provider industry, especially in the new exchange-based environment.• Manage a team of ten highly-skilled high-performing analysts with the principle of 80:10:10 among three areas of expertise: reporting, datawarehousing, and modeling.• Consistently rated as top performer and manager by the team and the management. -
Vp And Senior Quantitative Research AssociateBank Of America Sep 2008 - Nov 2010Charlotte, Nc, UsProvide innovative solutions in areas such as green strategy, consumer banking, sales management to the bank. -
Vp Of Atm/Ecommerce AnalyticsBank Of America May 2006 - Sep 2008Charlotte, Nc, Us• Responsible for the reporting and analytics of U.S., Canada, and U.K. eCommerce credit card Sales and Fulfillment business.• Managing two teams of analysts across time zones: one team for reporting and analytics and another team for building an eCommerce datamart and reporting system.• Completed Phase I of eCommerce datamart (over 20MM records) after only six months with two full-time staffs.• Analyzing large volume of data (clicks, page view … etc. for 45MM records tables) for web-site behavior.• Managing external web-analytics vendor (Coremetrics)• Completely revised all existing reporting logic due to MBNA conversion (the largest in BofA card history).• Led eCommerce team for card enterprise standardization taskforce.• Predicted online banking sign-up using stepwise logistic regression.
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Analytic System ManagerMrm Worldgroup Oct 2005 - May 2006• Responsible for the reporting and analytics of the global advertising program of MSN.com.• Designing and constructing an enterprise datawarehouse for all of the Microsoft, including online, offline, and MSN.com, advertising campaigns.• Managed outsourcing vendor for datawarehouse development and application hosting.• Designed statistical tests for studying the effectiveness of different search marketing approaches.• Formulated a cross-media cause-and-effect time-series econometrics model.• Invented and programmed a tracking system that allowed us to track the end-to-end conversions for millions of creative.• Set up online advertisement tracking systems for online marketing.• Managed and coached analysts.
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Senior Credit AnalystCharles Schwab Aug 2003 - Sep 2005Westlake, Texas, Us• Analyzed financial statements of corporations, financial institutions, and broker-dealers to assess their credit risks; actively monitored and managed the credit risk of over 50 companies; suggested and approved exposure limits; formulated risk policy; wrote internal reports for counterparty companies every week.• Formulated VaR (Value-at-risk) model and prepared for Basel II credit risk management process and requirement. -
Manager, Database MarketingCharles Schwab Mar 2001 - Aug 2003Westlake, Texas, Us• Constructed a comprehensive system using clustering/segmentation techniques in SAS on huge (6MM accounts and 200 attributes) customer trading/behavioral/demographic data to uncover cross-sell/up-sell opportunities.• Designed and created various targeting (clustering/segmentation) and forecasting (regression and logistic regression) models for: 1) branch target setting, 2) campaign effectiveness analysis, 3) sales forecast (down to individual representative) using Monte Carlo simulation based on his/her past performance and local market characteristics.• Forecasted month-over-month and quarter-over-quarter assets flow using seasonality regressions.• Received Spot Award (November 2001) and Schwab Key Contributor Stock Option Award (December 2001).
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Principal ConsultantWells Fargo Aug 1997 - Apr 2001San Francisco, California, Us• Represented Home Equity to the Enterprise Datawarehouse Project after the Norwest merger. • Uncovered credit quality discrepancies among marketing channels through credit risk analysis.• Managed an intranet reporting system vendor selection process. Responsible for evaluating technology, preparing RFP, understanding concerns and requirements of end-user, organizing final contestants’ presentations, accessing the financial impact, and negotiating contracts.• Studied advertising effectiveness and forecast response using time-series modeling technique to help marketers focusing resources on the most effectiveness channel.• Constructed a scorecard using logistic regression to identified “approved-not-funded” population so that the loan-processing department could allocate resources wisely.• Led and constructed a datamart, with ETL and a web-based OLAP reporting system using SAS, Oracle and Cognos.• Managed several interns and a contractor.• Received “Best in Class” award.
Aaron Lai, Cfa Skills
Aaron Lai, Cfa Education Details
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University Of OxfordEvidence-Based Healthcare -
University Of OxfordSociology
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Purdue University Daniels School Of BusinessFinance
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City University Of Hong KongFinance
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University Of LondonManagement Studies
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Purdue UniversityDoctor Of Technology
Frequently Asked Questions about Aaron Lai, Cfa
What company does Aaron Lai, Cfa work for?
Aaron Lai, Cfa works for Manifest Medex
What is Aaron Lai, Cfa's role at the current company?
Aaron Lai, Cfa's current role is ex-PwC; Analytics Leader and an Innovative Thinker with Evidence-based Healthcare Expertise.
What is Aaron Lai, Cfa's email address?
Aaron Lai, Cfa's email address is aa****@****pwc.com
What is Aaron Lai, Cfa's direct phone number?
Aaron Lai, Cfa's direct phone number is +151086*****
What schools did Aaron Lai, Cfa attend?
Aaron Lai, Cfa attended University Of Oxford, University Of Oxford, Purdue University Daniels School Of Business, City University Of Hong Kong, University Of London, Purdue University.
What are some of Aaron Lai, Cfa's interests?
Aaron Lai, Cfa has interest in Photograph, Exercise, Electronics, Investing, Education, Home Improvement, Reading, Music, Automobiles, Movies.
What skills is Aaron Lai, Cfa known for?
Aaron Lai, Cfa has skills like Analytics, Data Analysis, Strategy, Sas, Analysis, Management, Leadership, Data Warehousing, Business Intelligence, Banking, Risk Management, E Commerce.
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