Brian Sobell Email & Phone Number

California, United States

California, United States

-Data Analysis and Integration: Utilized Python to analyze and integrate diverse data sets from CYDER, a web app tracking online behavior, and PRIZM, a consumer segmentation tool. This involved handling JSON data from AWS S3 buckets, ensuring data privacy, and extracting insights to refine AI personas.-Web Scraping and API Interaction: Leveraged Python for web scraping and interacting with APIs to gather additional data for the project. This skill was crucial for augmenting the datasets from CYDER and PRIZM with real-time web data, enhancing the accuracy of AI personas.-Amazon AWS Management: Demonstrated proficiency in Amazon AWS by managing S3 buckets for storing and retrieving large datasets. Ensured secure and efficient access to data necessary for AI persona development, adhering to project's privacy and NDA requirements.-Machine Learning Model Building: Employed advanced machine learning techniques to create and refine AI personas based on consumer data and behavior. This included experimenting with different models to analyze how variations in age, job, income, and browsing history affected persona accuracy and relevance.-Cross-functional Collaboration and Problem-solving: Collaborated with team members to design and implement an objective measurement system ("instrument") for quantifying the success of AI persona candidates. This required innovative thinking to establish criteria that could numerically measure the difference between predicted and actual consumer preferences, thereby validating the effectiveness of different AI persona creation methods.

California, United States

-Integrate data cleaning and manipulation focused on transforming and refining historical data to deepen Salesforce's insights into employee churn metrics. This process involved cleaning and structuring the data in a way that highlights key patterns and trends related to employee retention and turnover-Conduct thorough statistical analysis to identify and interpret the relationships between various factors and employee status (termed versus active). This step was crucial in pinpointing significant indicators of employee churn, enabling more targeted interventions- Develop a predictive machine learning models designed to forecast potential churn among employees. This model leverages historical data patterns to predict future trends, aiming to provide Salesforce with the tools to proactively mitigate employee turnover before it occurs-Blend advanced Tableau visualizations into a comprehensive dashboard. This dashboard not only presents statistical analysis and modeling results but also weaves these insights into a narrative. The aim was to provide strategic partners with a clear, actionable story that outlines the dynamics of employee churn and suggests measures for improvement

San Luis Obispo, California, United States

-Management of Cal Poly Endowment Funds: Managed $750,000 of endowment funds using an enhanced indexing strategy, focusing on asset allocation and rebalancing to align with financial objectives and risk tolerance.-Trading Strategies and Performance Optimization: Executed trades in dividend-paying securities and covered options aimed at surpassing the S&P 500's performance, leveraging market analysis for optimal trading decisions.-Dynamic Valuation Model Construction: Built adaptable valuation models from financial statements to evaluate company valuations, incorporating real-time data for forecasting financial performance.-Market Sector Research and Prospectus Development: Conducted market sector research to inform the creation of an annual prospectus, offering insights into market trends, performance forecasts, and investment strategies.-Simulation Testing and Sensitivity Analysis: Utilized simulation testing and sensitivity analysis to assess investment risks and opportunities under various market conditions, aiding in the identification of securities with favorable risk-reward profiles.

San Luis Obispo, California, United States

-Utilized a student-development framework to assist first-quarter transfer students to Cal Poly-Facilitated group mentoring sessions covering a variety of student success topics, including goal-setting, academic preparation, and career-readiness-Promoted growth in time-management skills, studying techniques, communication, and collaboration-Analyzed student growth through progress reporting and adapted structure to individual needs

San Luis Obispo, California, United States

-Produced monthly financial forecast by comparing previous actuals to budget-Analyzed budget projections while considering organizational and economic variances-Assisted in product profitability analysis for upper management and board reports-Completed daily federal reconciliation by ensuring all cash flows are accounted for and balanced-Monitored investment portfolio positions, surveyed current options, and procured return projections based off projected rate changes-Proposed ACH process improvement in collaboration with cross-functional teams

San Luis Obispo, California, United States

-Supervised all business functions while providing customers with attention-to-detail service-Increased sales from weekly average of 22,000 to 29,000 through process development and teamwork-Organized, conducted, and streamlined interview process for talent acquisition-Implemented inventory tracking software to track usage and maximize profits, which increased by 15%-Developed marketing plan to increase customer engagement and business awareness-Trained new employees to maximize efficiency, increase sales and limit transition period

Master Of Science - Ms, Business Analytics

Bachelor'S Degree, Business Administration And Management, Finance Concentration

Associate Of Arts - Aa Economics, Economics

Associate Of Science - As, Business Administration And Management, General