Daniel Lee Email & Phone Number

Sandy, Ut, Us

Salt Lake City, Utah, United States

Manage the front-to-back implementation of systemic monitoring of transaction activity and account holdings, from requirements gathering, underwriting rule logic, data sourcing/quality, building custom analytics, rule coding/testing, systems integration, project management, and communicating with senior stakeholders- Launched a global wealth management risk and compliance surveillance system for pre and post-trade investment rules spanning various asset classes utilizing the Sentinel platform- Established an automated eTask alert and escalation process to help end users address critical risk and regulatory issues- Provide support for wealth advisors, trading desks, and compliance and risk personnel across the US, EMEA, and Asia- Heavy emphasis on technical capability - data quality, data analytics, seamless integration with various order management systems

Salt Lake City, Utah

Managed a global business intelligence team that built automated solutions, data analytics, and data visualization for the Private Wealth Management business- Identified $2mm+ annual revenue opportunity stemming from operational inefficiencies in client onboarding- Delivered 20+ FTE worth of efficiencies and capacity

Greater Salt Lake City Area

Greater Salt Lake City Area

- Built a Monte Carlo simulation of projected revenues for University of Utah Technology & Venture Commercialization- Provided data analytics expertise for student startups in the Company Launch program at the Lassonde Entrepreneurship Institute, University of Utah Eccles School of Business- Automated data tabulation processes eliminating 10+ hours of manual work per week for the Patient Experience team at NewYork-Presbyterian Hospital- Consulted on data modelling and analytics on outcomes for the homeless clientele of Rescue Mission of Salt Lake- Mentored small business on their data needs in partnership with Service Corps of Retired Executives (SCORE)

Greater Salt Lake City Area

Worked on problems in last-passage percolation, a probabilistic model describing viral spread that has far-reaching applications to areas such as climate sciences, cancer research, forest fires, and social media.

New York, Ny

- Programmed VBA tools that automated manual processes related to data collection, validation and clean-up; led to upwards of 70% greater efficiency in time and human effort.- Created and managed SQL databases organizing the company's vast data into an easy-to-use interface; this simplified data retrieval and decreased our reliance on outsourced data managers.- Spearheaded a new effort to track key metrics and performed statistical analysis giving valuable insights into operational efficacy.

Greater New York City Area

Derived eigenbounds for exact geometric computationEnumerated all possible rigid sphere packings

Greater New York City Area

- Developed programs for people outside the church - classes on Christianity, social events, Christmas & Easter services, salon nights, open forums with Q&A.- Trained and educated members on how to engage with family, friends, colleagues and others who do not share their beliefs.- Taught classes on the credibility and relevancy of Christianity in a modern age, what it means to live biblically and with integrity in a secular world, and addressing our science-minded society's deepest objections to faith.- Wrote articles and curriculum geared toward exploring the redemptive themes we see in pop culture, training congregants to gently and humbly share their faith, helping small group leaders facilitate their group discussions, and casting vision for each year's churchwide ministry focus.

Greater New York City Area

- Calculated employer liabilities for retiree medical, life, and pension benefits.- Performed statistical analysis of prescription drug claims for government subsidies.- Developed a tool for liability-driven investing to manage volatility in tracking error between investment returns and pension obligations.- Programmed VBA applications promoting efficiency and cost-saving.- Served as point person for financial research on the company Bloomberg terminal.

Greater New York City Area

- Programmed VBA applications for performing actuarial computations.- Investigated a special case of a Bayesian credibility formula for IBNR counts based on a research paper published by head actuary.- Recommended pricing credits to senior actuaries based on statistical analysis of historical claims data.

New York, Ny

New York, Ny

Huntington Beach, Ca

M.S., Mathematics

B.S., Mathematics