Derrick Cross Email & Phone Number

San Francisco, Ca, Us

New York, Ny, Us

New York, Ny, Us

Omaha, Ne, Us

- Developed reporting, forecasting, and A/B testing for a project that changed the visibility of client side enrollment into promotional offers. The initiative created offers budget cost savings by 25%(~$5.6M) and increased revenue per year by 2%(~$4.5M)- Created forecasting model for new fiscal year acquisition offer/promotion budget, used R time forecasting packages to write monthly level budget projections with high, middle, and low confidence bands. - Responsible for the reporting and analytic’s around the New Client Acquistion and Onboarding E-mail communications. Developed a Hybridized communication stream that helped refine client targeting for the e-mails they receive, moving from an explicit time-based stream, Creating a YoY reduction in total client e-mails received which lowered unsub rates by ~15%.- Implemented a process improvement around how a client receives communications to help ensure successful set-up of bank ACH funnels early in client tenure. The process improvement was suggested based on client behavioral data, and after implementation of an A/B test, the new process showed a 76% lift over control using the new process.

Omaha, Ne, Us

- Autonomously designed, coded, and executed a variety of Weekly/Monthly KPI reports designed in Excel/Tableau/PowerPoint that helped support Retail Retirement, Segmentation, and PCS(Private Client Services). - Developed new firm wide Client Segmentation Model, part of which one sub segment (High Attrition Propensity) was leveraged to build a program that was initially piloted with 3 Investment Consultants, and has since been scaled out to 33 Investment Consultants managing ~$32B in assets.- Interpret and apply results gained using a variety of data analysis techniques, ranging from simple data pulls, aggregating statistical analysis to provide insights on program results, to assisting in more complex data mining exercises such as classification and clustering. - Created multiple datatables used by analysts within both my immediate team and firm wide, as well as automated the updating of these tables using Powershell.

Omaha, Ne, Us

- Handled Gain/Loss client requests submitted over a secured message server that would often require research in a back office system in order to reconcile discrepancy. - Perform Date of Death step-up requests from clients, in order to update a client's securities to reflect the valuation of an inheritance on a specified date.- Validate and review client position holdings and update cost basis lots utilizing spreadsheet or manual calculations General knowledge of Corporate Actions, Alternate disposal methods, Option Assignments and Exercises.

- Developed sales distribution heat-map for Sales associates to help increase sales productivity, saw a 22% gain in sales in 3 months of implementation.- Created and maintained a SQL database that contains a large portion of the companies fixed assets (50 MM in assets)- Handled a wide array of different financial projects to help with identifying sales trends, such as reconstructing an Absorption Report(A report calculating if a certain income category were to be omitted in a specified month, how of the monthly expenses would the remaining income categories be able to cover), using the companies database. - Moderate amount of involvement on process evaluation and improvement. I.E I wrote a excel template to help better the distribution of payments to associate HSA plans in conjunction with the HR Department.

Master Of Science - Ms, Molecular Biology

Bachelor Of Science (B.S.), Neuroscience

Bachelor Of Arts (B.A.), Biopsychology

Advanced Software Engineering Immersive