Chris Graham Email & Phone Number

Denver, Colorado, United States

Denver, Colorado, United States

• Presented Net New Assets (NNA) and Transfer of Assets (TOA) results to senior leadership and executive council on a quarterly basis with deep dive insights to help guide strategic decision making from marketing tactics to financial consultant client outreach campaigns• Produced additional NNA and TOA insights regularly to highlight company performance and the impact of macro market drivers, with quarterly NNA ranging from $15B to $35B• Created a new householding SQL process with 1000+ lines of code and advanced commands to serve as an integral component of the new company wide segmentation logic for High Net Worth & Ultra High Net Worth Households• Piloted a new strategic hub and spoke model to provide data more efficiently to business partners and made recommendations to optimize the program for posterity • Served on a committee as our team’s engagement ambassador to help ensure continued employee satisfaction and foster a positive work culture

Greater Atlanta Area

• Collaborated in a cross-functional team to create and execute long-term strategic Healthcare initiatives • Spearheaded 2021 cost planning for the Healthcare Marketing function and ensured global alignment/agreement • Created a multi-functional view of our Healthcare Facilities from disjoined data sets to help drive business decisions • Improved efficiency of the monthly Healthcare Executive Book for the management committee • Generated a leads identification methodology using proprietary UPS data in conjunction with third party data• Developed Power BI based KPI dashboards for senior leadership in operations, commercial, quality, finance, and HR• Automated initiative performance tracking processes and built healthcare reporting infrastructure • Streamlined weekly initiative reporting for senior leadership to drive salesforce engagement• Produced a strategic playbook for account reclassification process and executed to reclassify $700M+ worth of revenue

• Developed a monthly global Ocean forecasting model with a consistent 2% accuracy margin• Presented the global forecast to upper management on a weekly basis with insights to drive decision making• Constructed an excel/access based customer tracker to extract data from multiple previously disconnected sources• Collaborated cross-functionally with finance, revenue management, pricing, sales, and the product on a regular basis• Converted a monthly data pull from access to SQL, improving the query execution time from 2 hours to 2 minutes• Created standard operating procedures that were easily followed by others for all of my routine processes• Optimized a Power Pivot based dashboard to identify monthly customer churn, conversion, and penetration• Launched a SQL/SSAS/Power BI based global pricing tool for daily decision making

• Utilized Stata and SAS to model and assess the outcomes of Children’s high risk asthma program to provide pilot data for potential grant funding• Performed survey analysis for Medically Complex Care outcomes measures and formally presented results, leading to direction for program improvements • Developed a dashboard from a series of pivot tables to measure outcomes for a medical call center• Gathered insights using statistical methods such as linear regressions, anova, t-test, and kruskal-wallis

Aurora, Colorado

Research Assistant• Planned and conducted experiments on cell signaling in glioblastoma and validation of a novel oncology therapeutic target• Mastered laboratory techniques including PCR, Polyacrylamide Gel Electrophoresis, Western Blot• Participated in weekly laboratory research meetings and journal club• Presented summer research at formal scientific research seminar

Master'S Degree, Economics

Bachelor'S Degree, Biochemistry

Bachelor'S Degree, Economics