Brian Lok Email and Phone Number

Financial Crimes Testing Data Team - Lead-Manage a team of data analysts providing data for compliance testing for Financial Crimes vertical at Wells Fargo-Work and strategize with partners to prioritize data delivery and content for engagements-Provide second level review and oversight of all data requests from the Financial Crimes testing data team-Spearhead adaptation of new methods to streamline testing process around deploying data to validate results.Testing and Validation - Wholesale Business Process Controls Team-Manage a team of analysts to provide data and analysis for Business Process Testing-Research various data systems to find relevant operational data to validate controls-Analyze business process controls to determine if data driven testing is possibleTesting and Validation - Regulatory Compliance Team- CDD onboarding: testing customer data for various Wholesale lines of business for AML/BSA CDD compliance

AML Reporting and analytics on the Financial Crimes Analytics Team- Reported on aggregated SAR and UAR trends- Developed custom operational reporting for Financial Crimes Investigations- Reported on data in response to regulatory inquires

Global Banking Sales Analytics and Reporting*Global Banking Consultant Dashboard*Team Lead on GLUE

automated water meter program data

Worked in Consumer Lending Credit Risk tech team

Home Equity Business Intelligence TeamDeveloped ReportingWorked with business to define requirements

Worked in the sales and performance analytics team developing and implementing improved reporting for the business banking sales team.

Primarily responsible for weekly Reg E reporting out of the teradata database. Additionally provided support SQL support to business partners to create call lists and update systems of record

Lead analyst of the online marketing group performing statistical analysis of online campaigns and customer responses to drive online strategic decisions

Delivered actionable analytics to midsized national lenders. Analytics were developed from the AFT models dealing with credit and default with back end provided by McDash Analytics mortagage servicing data.

Worked on the analytics side of the business intelligence team. Primarily supported in claims and underwriting activity.

Financial Planning and Analysis work centered around management reporting, budgeting, and planning.

Worked on various assigments for Financial institutions in the San Francisco Financial District.

Worked on hedging and trading/pricing for mortgage loans.