Brian Bankert Email & Phone Number

Sykesville, Us

Baltimore, Maryland, Us

Managed and executed qualitative and quantitative research and analytics to deliver data-driven assessments of client and business performance. Compiled data across disparate sources and queried large databases to generate insights and recommendations for retirement business and enterprise stakeholders. Developed analytical and measurement approaches using data science and experimental design to solve challenging business problems and contributed to internal and externally released research.

Towson, Md, Us

As a contractor, conducted data analysis, economic impact studies, and other quantitative and qualitative analyses for various state government contracts and internal clients at the university.

Franklin, Tn, Us

As a contractor, identified potential data vendors and compiled data variable lists to enhance the customer information displayed within a community banking CRM software platform. Presented the pilot findings at the company’s annual client forum, which involved fielding questions among a crowd of approximately two-hundred people.

Nashville, Tennessee, Us

Designed, managed, and led outcomes analyses critical to the user engagement and financial performance of the company. Spearheaded research initiatives pertaining to healthcare purchasing behavior, created and improved data mining and application algorithms, and provided data-driven insight for a leading company in healthcare cost transparency. Queried large databases to retrieve relevant information and developed predictive and explanatory statistical models to solve challenging business problems. Worked closely across sales, marketing, product development, and engagement business units on key strategic initiatives and critical projects. Responsibilities also included QA/QC, MySQL, and R programming, and presenting results to internal and external client management.

Franklin, Tn, Us

Designed, managed, and led outcomes analyses critical to the financial performance of the company. Data mined and analyzed large data sets to determine the effectiveness of company services and products. Provided guidance to junior staff and external business units on statistical and other quantitative methodologies. Worked closely across business units on key strategic initiatives and critical projects. Conducted original research, wrote and submitted papers for publication, and presented findings at academic and industry conferences. Responsibilities also included QA/QC, SAS, SQL, and R programming, and engaging clients and presenting results to internal and external management.

Baltimore, Maryland, Us

Conducted original research, created custom analyses, and wrote copy to provide advanced financial, investment, and retirement planning content for various publications internal (the Price Report and Investor magazine) and external (prominent local and national personal finance journalists, Kiplinger’s, SmartMoney, and Money magazines) to the firm. Considered a firm-wide subject matter expert on the use of Monte Carlo simulation in retirement income planning and was responsible for running simulations to generate analytical content. Helped drive results and thought leadership for Retail and RPS Marketing by providing strategic thinking and creative solutions.

As a management consultant, served as the Project Manager/Lead Technical Analyst on a task to forecast caseload and personnel for the districts and circuits of the U.S. Courts. As a financial planner, gained the real-world, practical experience required for Certified Financial Planner™ certification. This included spearheading the selection process of new 401(k) retirement plans and delivering annual presentations on retirement plans for small business clients as well as preparing investment and retirement plans and tax returns for individual clients.

Served as the Project Manager/Lead Technical Analyst on quantitative tasks to support the strategic planning and mission for numerous departments and agencies of the federal government. Responsibilities included building statistical and simulation models; running quantitative and qualitative analyses; conducting meetings, surveys, focus groups, and site visits; evaluating legacy programs and budget models; interfacing with extremely large datasets; compiling data series; forecasting; performing quality control; improving processes; supervising and training junior staff; updating computer programs; and presenting results to government executives. Departments and agencies served included the Department of Homeland Security, the Department of Justice, Immigration and Customs Enforcement, the U.S. Marshals, the Executive Office of U.S. Attorneys, the General Services Administration, and the Administrative Office of the U.S. Courts.

M.A., Economics

B.S., Mathematics And Economics, Double Major