Donnie Winter Email & Phone Number
Who is Donnie Winter? Overview
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Donnie Winter is listed as Sales Data and Reporting Analyst at DoubleLine Group LP, a company with 264 employees, based in Los Angeles, California, United States. AeroLeads shows a matched LinkedIn profile for Donnie Winter.
Donnie Winter previously worked as Fund Operations Analyst at Doubleline Group Lp and Independent Filmmaker at Troubadour Enterprises. Donnie Winter holds Bachelor Of Science (B.S.), Business Management - Finance, 3.63 from Brigham Young University - Hawaii.
Email format at DoubleLine Group LP
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About Donnie Winter
As a Fund Operations Analyst at DoubleLine Group LP, I leverage my expertise in SQL, Power BI and data integrity to support the firm's sales data warehouse, reporting, and marketing campaigns. I have over two years of experience in this role, and I am responsible for converting multiple firm and international reports to a Power BI dashboard, running quality assurance for the sales data, and identifying and implementing new data projects both internally and with external service providers.I also coordinate with multiple Global Relationship sales managers to implement strategic data-driven sales campaigns based on analysis and data insights and draft monthly and quarterly reports for DoubleLine executives. In addition, I have a background in the financial services and entertainment industries, with previous roles as a High Net Worth Associate at Fidelity Investments and an Independent Filmmaker at Troubadour Enterprises. I have a Bachelor of Science in Business Management - Finance from Brigham Young University - Hawaii. I am passionate about using data and technology to create value and impact.
Donnie Winter's current company
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Donnie Winter work experience
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Fund Operations Analyst
Current- Responsible for converting multiple firm and international reports to Power BI platform
- Run quality assurance for the firm sales data warehouse, liaising with IT and the sales team
- Responsible for sales data integrity across multiple data platforms
- Identify and implement new data projects both internally and with external service providersCoordinate with multiple Global Relationship sales managers to implement strategic data drivensales campaigns based on.
- Assist teams with targeted firm level marketing campaigns
- Draft monthly and quarterly reports for DoubleLine executives
Independent Filmmaker
Current- Scout locations and talent for independent film projects in Utah and Los Angeles
- Write, edit, and file copyrights for screenplays in development
- Wrote, directed, and produced a short film about ALS
- Ran camera and sound teams as an operator on micro-budget film
- Performed budget reports and market research for low-budget independent films
- Marketed pitches to over 20 local small and large business partners in Utah
High Net Worth Associate
- Regularly placed equity, mutual fund, option, and margin trades for clients at up to $100k
- Provided clients and co-workers support in cross-functional workflow via online chat rooms,phone calls, and Zoom meetings
- Processed over 30 daily client requests over phone and chat messenger in Salesforce
- Instructed clients on correct use of desktop website and mobile app within a 10 minute perclient turnaround
- Served as team Technical Writer, keeping track of assignments, workflows, and logs in MSAccess
Operations Analyst
- Provided fast-paced system support for over 13+ global office locations
- Trained and managed my 10 person team on critical functions ensuring accuracy of work ofover 50 daily functions
- Managed quarterly quality assurance testing of 10+ proprietary systems covering everypossible financial product except mutual and hedge funds
- Compiled and analyzed robust data sets from over 30,000 high net worth and ultra-high networth client accounts in Excel
- Was educated in utilizing SQL and Tableau for database communication and datavisualization
- Provided daily analysis and reports via Excel and Tableau, encompassing over 20proprietary systems
Colleagues at DoubleLine Group LP
Other employees you can reach at doubleline.com. View company contacts for 264 employees →
Hector Guzman
Colleague at Doubleline Group Lp
Los Angeles, California, United States, United States
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MB
Matthew Baca
Colleague at Doubleline Group Lp
Cincinnati Metropolitan Area, United States
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JM
Jeff Mayberry
Colleague at Doubleline Group Lp
Santa Clarita, California, United States, United States
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MN
Melissa Ngo
Colleague at Doubleline Group Lp
Rosemead, California, United States, United States
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LV
Laura Vasani
Colleague at Doubleline Group Lp
Los Angeles, California, United States, United States
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JH
Jason Hoffer
Colleague at Doubleline Group Lp
United States, United States
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CS
Cris Santa Ana
Colleague at Doubleline Group Lp
Los Angeles, California, United States, United States
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AA
Alexis Amazon
Colleague at Doubleline Group Lp
Beverly Hills, California, United States, United States
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KS
Kristine Smith
Colleague at Doubleline Group Lp
Los Angeles, California, United States, United States
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YP
Yi Pan
Colleague at Doubleline Group Lp
Los Angeles, California, United States, United States
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Donnie Winter education
Frequently asked questions about Donnie Winter
Quick answers generated from the profile data available on this page.
What company does Donnie Winter work for?
Donnie Winter works for DoubleLine Group LP.
What is Donnie Winter's role at DoubleLine Group LP?
Donnie Winter is listed as Sales Data and Reporting Analyst at DoubleLine Group LP.
Where is Donnie Winter based?
Donnie Winter is based in Los Angeles, California, United States while working with DoubleLine Group LP.
What companies has Donnie Winter worked for?
Donnie Winter has worked for Doubleline Group Lp, Troubadour Enterprises, Fidelity Investments, and Goldman Sachs.
Who are Donnie Winter's colleagues at DoubleLine Group LP?
Donnie Winter's colleagues at DoubleLine Group LP include Hector Guzman, Matthew Baca, Jeff Mayberry, Melissa Ngo, and Laura Vasani.
How can I contact Donnie Winter?
You can use AeroLeads to view verified contact signals for Donnie Winter at DoubleLine Group LP, including work email, phone, and LinkedIn data when available.
What schools did Donnie Winter attend?
Donnie Winter holds Bachelor Of Science (B.S.), Business Management - Finance, 3.63 from Brigham Young University - Hawaii.
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