Christopher S. Email & Phone Number

Boston, MA, US

• Directed process improvement initiatives within the risk department, optimizing reporting procedures and increasing operational efficiency by 20% using Data Science best practices.
• Developed robust quantitative models for risk optimization analysis using SQL, Python, and scripting languages, leading to a 15% improvement in data-driven insights.
• Successfully executed performance evaluations, implemented performance metrics, and provided actionable feedback, driving a 25% enhancement in team and individual growth.

Received an Applied Data Science certification from Columbia Engineering Executive Education, focusing on Python, SQL, machine learning models, and utilized Python packages like NumPy and Pandas to analyze large datasets, identify hidden trends, and mitigate risk factors through data transformation and visualization.

Phoenix, Arizona Area

• Defined and executed precise data mapping procedures, enabling analysts to work more effectively and enhancing the accuracy of investment-related data.
• Main contributor to the tactical pilot projects and strategic approach as the main contact for data mapping and lineage of regulatory reports.
• Facilitated data-driven decision-making by analyzing trends, reviewing analysis outcomes, and extracting actionable insights from raw data, leading to informed and impactful business strategies.
• Drove collaborative optimization efforts by partnering with stakeholders, leadership, and team members.
• Streamlined operations by drafting comprehensive Business Requirements Documents (BRD), assisting in data sourcing, and developing Data Requirement Documents (DRD).

Tempe, Arizona, United States

• Led a strategic initiative to overhaul and optimize control functions and confirmation processes within the department, resulting in a notable 20% reduction in confirmation errors this achievement significantly.
• Oversaw and managed the entire lifecycle of foreign exchange confirmation deals, orchestrating meticulous report generation and thorough reviews, this oversight ensured the seamless execution of daily foreign exchange.
• Orchestrated Treasury management activities, effectively positioning Northern Trust funds for strategic investments, contributing positively to the Northern Trust’s financial positioning.
• Mentored and cultivated junior analysts to confirm foreign exchange deals for institutional clients.
• Resolved intricate transactions by skillfully interpreting policies and guidelines, collaborating seamlessly with internal stakeholders and clients to swiftly address challenges and improve operational effectiveness.

Chandler, Arizona, United States

• Ranked #1 out of 174 brokers, leading to successive promotions on the Trade Desk, underscoring my impact on business growth.
• Consistently ranked top 5% among 150 employees, demonstrating accuracy, client development, and communication skills.
• Acted as a Subject Matter Expert, executing 30+ daily error-free trades and maintaining high operational standards.
• Facilitated seamless client onboarding, delivering platform overviews to enhance satisfaction and integration.
• Contributed to securities transactions, trades, asset consolidations, and service requests, optimizing processes.

Scottsdale, Arizona, United States

• Conducted comprehensive market analysis to support investment strategies and optimize portfolio performance.
• Collaborated with cross-functional teams to ensure alignment with Vanguard’s investment objectives.
• Utilized data-driven insights to enhance client outcomes and drive successful investment decisions.

Cleveland, Ohio, United States

• Supported PNC Investments financial advisors regarding clients’ mutual fund and equity trades
• Interacted with mutual funds (Blackrock, Allianz, American Funds and Goldman Sachs) to resolve break point, commission assignment codes and issues leading to improved advisor retention by 70 percent.
• Analyzed and calculated commissions via prospectus analysis
• Utilized pivot tables and Excel spreadsheets to manage database requests and improve transactions
• Interacted to resolve and improve break point, commission assignment codes and commission issues

Seoul, South Korea

• Researched and presented KPI implementation ideas to increase company efficiency, resulting in a 75% increase in joint venture efficiency.
• Presented financial performance ratios of competitors (Raytheon, Boeing, EADS) to enhance company competitiveness in Asian and US markets.
• Conducted ratio analysis of competitor companies, including ROI, Ratio analysis, and NAV.

Certification, Applied Data Science

Exchange Program, International Finance

Paris, France

French Language And Literature

Paris, France

Exchange Program, International Finance

Seoul, South Korea

Bachelor Of Science - Bs, Finance