Aaron Lai, Cfa Email & Phone Number

GB

- 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.

San 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.

Oakland, 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.

Charlotte, NC, US

Provide innovative solutions in areas such as green strategy, consumer banking, sales management to the bank.

Charlotte, 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).

• 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.

Westlake, 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.
• Formulated VaR (Value-at-risk) model and prepared for Basel II credit risk management process and requirement.

Westlake, 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.
• 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).

San 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.
• 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.

M.Sc., Evidence-Based Healthcare

M.Sc., Sociology

Mba, Finance

B.Sc.(Hons), Finance

B.Sc.(Econ), Management Studies

Doctor Of Technology