Data & Automation, Instructor, Private Banker
Project Manager & Implementer of information systems• Business characterization of the system including meetings with upper management and raising requirements.• Integrating the interdisciplinary work between divisions, managing project execution, performing tests, etc.• Instructing over 100 employees on usage of the system and supporting employees throughout the project.Automation & Data Analysis• Coded projects for data analysis in Python to assist upper management in decision making.• Built analytical tools in Excel that Improved professional dealings with clients.• Built Data Systems that help analyze Bankers’ performance and management decision making.• Built automation processes in excel that saved 80% of the required time for a task, saving over $250,000 a year.Instructor & Guide• Monitored and guided Bankers' professional performance and conversation skills.• Teaching and mentoring over 150 Private Bankers in banking, improving their proficiency in banking practices and yield calculation analysis, while guiding & professionally Training them throughout their employment.Personal Financial Manager• Taking care of high-end clients and all their banking needs.• Constructing budgets & forecasts as well as insights for Clients that saves them time, effort and funds.
