Frank Brown Email & Phone Number

Pittsburgh, PA, US

• Founded Wallet Warrior to address a $137.5 billion market gap in credit card rewards optimization. Recruited and led a cross-functional team of 7, managing internal operations and collaborating with external partners.
• Developed the proprietary Pathfinder merchant classification system, leveraging APIs, web scraping, and OpenAI’s GPT-4 to generate merchant summaries. Designed a semantic search model using Hugging Face embeddings to.
• Executed a targeted market entry strategy in Pittsburgh, expanding coverage from 3 to 19 zip codes and facilitating interactions with over 11,000 merchants.
• Launched beta application with 57 testers, achieving a 90% active user rate, and incorporating feedback to enhance user experience.

Mclean, VA, US

• Led five-person software engineering team to manage internal Anti-Money Laundering Repository (AMLR) that screens 99% of new B2C and B2B customers across nine business lines within seven days.
• Designed and implemented a deletion and archival process to reduce data storage by 50%.
• Led team to validate customer data, identify discrepancies, and prioritize resolution. Collaborated with business lines to remediate issues, reducing data exceptions by 53% during the first six months of 2023.
• Collaborated with co-brand credit card clients to integrate 2.4 million customer accounts into AMLR repository, ensuring successful onboarding of customers and compliance with regulations.

Richmond, Virginia, US

• Select Accomplishments:
• Directed a 10-person team in the iterative design and development of Fargo, Wells Fargo’s AI-powered virtual banking assistant, mapping 1,000+ user utterances to app services to improve consumer banking accessibility.
• Managed Capital One’s acquisition of 46 card servicing agents from retail partner Neiman Marcus, facilitating seamless transition of servicing operations for Neiman Marcus and Saks Fifth Avenue card portfolios into the.
• Designed and planned a new Dallas office to house acquired agents, later adapting to a remote work model at Neiman Marcus’s request due to COVID-19, ensuring uninterrupted operations and agent retention.
• Collaborated with 31 cross-functional teams at Capital One and retail partners to document partner intent and process flows, maintaining continuity and high service standards during card portfolio conversions.

Richmond, Virginia, US

• Select Accomplishments:
• Served as Process Engineer for the Kohl's payment remittance project at a top 10 US bank.
• Liaised with bank associates and vendors, including Remitco and Fiserv, to design and document payment remittance workflows for the bank’s card partnership with Kohl's.
• Verified all impacted Kohl's and bank associates received necessary training to execute their responsibilities successfully.
• Implemented newly created payment processes which were used to process over 18 million payments totaling over $1.8 billion in first year after adoption.

Irving, Texas, US

• Select Accomplishments:
• Led a seven-person development team and collaborated with Marketing, Sales, and Executives to define new features and formulate the product roadmap for Solovis Fund Analytics. Designed and delivered exposure.
• Rebranded and relaunched Madrone Analytics as Solovis Fund Analytics, addressing significant tech debt by refactoring 600,000 lines of code and integrating scalable solutions for data aggregation. Secured $250K in new.
• Identified and secured a partnership with a leading data aggregator to enable seamless cash flow and holdings streaming across 50+ custodial banks. Collaborated with Legal, Development, and Data teams to conduct schema.

Irving, Texas, US

• Select Accomplishments:
• Served as the lead implementation analyst for 11 health care systems, outsourced chief investment offices, family offices, and university endowments with portfolios exceeding $27.0 billion.
• Consulted with client investment and operations teams on creating portfolios in Solovis based on reporting and analytics needs, managed implementation project cycles and data analyst workflows to ensure timely.

Boston, MA, US

• Managed a team of four investment analysts reconciling historical client data. Created functionality mock-ups, prioritized sprints and performed weekly UAT for the portfolio set-up tool. Led Optica Performance training.
• Supervised the portfolio migration of 189 clients to Optica Performance increasing accuracy and efficiency of report generation. Singlehandedly proofed all blended and asset-based benchmarks for each client to ensure.
• Collaborated with external developers to define requirements and add new functionality for the portfolio set-up tool resulting in identification and correction of benchmark errors as well as the creation of combined.
• Selected to serve on the Global Liaison Team, supporting urgent global operational needs in Singapore and London.

Boston, MA, US

• Primary long-only, hedge fund and private investment performance analyst for 18 client portfolios with assets ranging from $65.1 million to $2 billion. Prepared monthly, quarterly and annual client reports detailing.
• Worked with the data entry department to ensure accurate client performance data, performing quality control reviews. Collaborated and communicated with analysts and investment teams in U.S., Singapore, Beijing, Sydney.
• Swiftly promoted twice from Investment Performance Associate to Investment Performance Analyst within one year and from Junior Investment Performance Associate to Investment Performance Associate in nine months.
• Saved time and resources by identifying and removing 763 pages of unused index returns, historical manager returns and portfolio holding information.
• Identified and corrected potentially costly enterprise-wide benchmarking errors through meticulous reconciliation of assigned client accounts. Initiated and assisted with a new and improved departmental reconciliation.

Boston, MA, US

Gambier, OH, US

• Provided individual academic support for entry-level Chinese students, referred by the faculty

Gambier, OH, US

• Worked closely with the Chinese department to develop lesson plans and independently conducted weekly grammar and vocabulary drill sessions for Intensive Introductory Chinese
• Prepared and taught 3 one-hour lessons each week to 8 students

Chicago, IL, US

• Evaluated and presented potential new Chinese suppliers for Heinz affiliates in the Netherlands, Indonesia and Japan to source new Heinz products and reduce cost.
• Researched the Chinese agriculture industry and economic conditions; created report on crop pricing outlooks estimating a 16% increase in input prices; Crop Pricing Analysis adopted by GPO Director for budget.
• Translated crucial market information on a daily basis from Mandarin to English for global headquarters.

Master Of Business Administration - Mba, Entrepreneurship, Strategy, Marketing, And Business Technologies

Bachelor Of Arts - Ba, Dual Majors: Economics, Chinese Area Studies

Core Credential Of Readiness, Economics For Managers, Business Analytics, And Financial Accounting

Chinese Study And Internship Study Abroad Program, Fall 2012, Mandarin Chinese

Chinese Language School, Mandarin Chinese

The Leading Edge, Leadership

High School Diploma