Vp, Data Science
CurrentLead a team of three data scientists focused on developing and implementing advanced analytics solutionsPrototype and guide the development of a Next Best Action platform to enhance advisor-client interactions and drive business growthOversee the creation and deployment of machine learning models, including: End Investor Churn prediction models to improve client retention Net New Asset Forecasting models for strategic planning and resource allocationPioneered the implementation of a Generative AI module that automates drafts of client communications for financial advisors, improving efficiency and consistencyConducted topic modeling initiatives to extract valuable insights for various business units, supporting data-driven decision-making across the organization