George Karam Email and Phone Number

Financial Services Organization - Technology Transformation - Data & Analytics

Financial Services AdvisoryOperations Transformation

- Implemented a sales strategy and oversight policy for the bank’s innovative digital robo-advisor that predicated on competitor and industry market research.- Supported Citizens’ overall segmentation plan focused on bringing millennial customers to Citizens and enhancing retail customer experience.- Utilized in-house data and analytics that was interpreted to provide a roadmap for growth opportunities supporting the ATM and digital channels of the bank.

- Examined and converted team brainstorm sessions into a detailed spreadsheet analysis which I presented to my managers in order to assess opportunities for data quality improvement, while identifying any unresolved issues and solutions.- Learned and acquired a better understanding of Agile software development and IBM’s InfoSphere platform from a business and client perspective by working collaboratively with State Street’s business analysts and Agile team.- Collaborated with managers and peers to perform an in-depth analysis on State Street’s data strategy in relation to its competitors with the focus of strengthening the company’s data strategy and management.

- Worked alongside certified financial managers in the management of over $100 Million AUM from hundreds of clients. Assisted in the monitoring, analyzing, and implementation of their financial plans to ensure personal financial goals for the clients.- Attended and contributed to weekly investment meetings where we covered current economic data, trends in data, market valuation and other investment related themes which I applied to the firm’s core investment strategy.- Conducted sector and equity research using the company’s Bloomberg System. Wrote weekly reports and created excel models using my research to decide whether or not certain securities were strategic investments for our clients.