Brian Calvert Email & Phone Number

Denver, Colorado, United States

Led data operations & analytics team at insurance technology startup, focusing on data infrastructure development and analytics dashboards to drive data-driven decision-making across product, & operations.Data Operations & Business Managemento Met with new agency clients as early stage in onboarding process to integrate agency management systems with GloveBox, understand data practices, create configurations & technical assets, QA data integrity. o Managed data tech support pipeline in partnership with customer success team, resolving bugs & educating agency clients while maintaining quick resolution SLA. Data Engineering & Infrastructureo Engineered ETL pipelines processing insurance policy & policyholder data from 10+ agency management systems across 500+ agencies, cleaning & normalizing to meet API data models, using Python & SQL.o Implemented event-tracking logs across ETL pipelines using Segment Analytics to capture end-to-end agency ETL events, and championed careful use of Segment Analytics across codebase.o Developed analytics infrastructure integrating diverse data sources (PostgreSQL, event streams, webhooks) into multiple downstream destinations (data warehouses, analytics & visualization tools, HubSpot API).Analytics & Business Intelligenceo Developed analytics dashboards & alerting using Grafana and ClickHouse to monitor ETL data integration health for 500+ agencies across 10+ agency management systems, achieving 97% data integrity & daily integration SLAs.o Built A/B testing framework for user communications program touching 1M+ monthly contacts, providing granular insight into message design & campaign sequence optimizations.o Coached junior analyst in development of client-facing ROI dashboard, demonstrating client cost savings & revenue from product usage and referrals from system telemetry data.User Communicationso Developed & operated user comms program touching 1M+ contacts per month for campaigns, broadcasts, & touchpoints.

New York, New York, United States

Responsible for the core business management & reporting for TIAA's Advisory Solutions, a group of 160+ of investment & advice professionals and budget of $40M+, directly supporting the Managing Director with executive presentations, data reporting & decision support, finance & staffing administration, operations & project management, research & experimental projects, etc. Some special work: Financial Plan Analysis: Created a novel method for quantifying & visualizing to clients the controllable divergence of their investment portfolio vs. their financial plan. Constructed a prototype in Python, wrote a detailed white paper, and delivered executive presentations to the heads of Advice & Guidance and Technology offices for further development. Quantitative Investment Coding: Translated Investment Management Group’s equities risk parity strategy & backtesting platform from C++ into Python & worked closely with the Chief Investment Officer on to evaluate alternative strategies based on academic & internal research. Risk Tolerance Research Paper: Wrote a white paper on TIAA Advice’s novel risk tolerance education tool to support its use with clients; directed & analyzed a survey of 200+ trial users to quantify efficacy vs. traditional risk tolerance measures.

Braintree, Massachusetts, United States

Supported IAS Midwest Wealth Management Directors & senior regional leadership with data analysis and business management; provided regular data reporting, scorecard performance reviews, and ad hoc analyses; facilitated onboarding, book management, business planning, and other operations; developed new reporting routines in SQL & Python for execution by teammates in other regions. Process Automation: Created an executable Python/SQL script automatically generating custom legal-approved letters from diverse data for delivery to 1,400 key institutional clients, quantifying the value TIAA provided to each institution’s employees, with quick turnaround in response to an urgent need. 2016 IAS Business Partner of the Year, Award of Excellence

Waltham, Massachusetts, United States

Facilitated a workstream of senior leaders building a new relationship management strategy for 500 Wealth Management Advisors; led meetings, performed data analysis, coordinated training & rollout. Helped define relationship management strategy to provide annual meetings to 40,000+ clients.