Gregory Summers

Gregory Summers Email and Phone Number

Manager, Reporting @ Ameriprise Financial Services, LLC
Saint Paul, MN, US
Gregory Summers's Location
Greater Minneapolis-St. Paul Area, United States
About Gregory Summers

Self-motivated analyst with experience designing solutions for a broad variety of problems with limited guidance and short turnaround windows. Passionate for delivering high quality results that bring fresh value-driven perspectives to strategic and operational decisions.Skills- Experienced with data storage, analysis, and visualization tools including SQL, MySQL, S3, Excel, Python, Power BI, Tableau, and SSRS Report Manager- Analysis of product-based hedging strategies, domestic and fixed income markets, and corporate SEC filings for firms across a multitude of industries- Creating and executing effective process management systems and continuously improving them over time- Highly competent in both writing and face-to-face communication- Natural curiosity and growth mindset combined with a persistent love of learning- Independent self-starter with strong divergent thinking and problem-solving skills

Gregory Summers's Current Company Details
Ameriprise Financial Services, LLC

Ameriprise Financial Services, Llc

View
Manager, Reporting
Saint Paul, MN, US
Website:
ameriprise.com
Employees:
2
Gregory Summers Work Experience Details
  • Ameriprise Financial Services, Llc
    Manager, Reporting
    Ameriprise Financial Services, Llc
    Saint Paul, Mn, Us
  • Ameriprise Financial Services, Llc
    Manager, Reporting
    Ameriprise Financial Services, Llc Jul 2024 - Present
    Minneapolis, Minnesota, United States
    - Spearheading a multi-year project to migrate our existing Excel-based reports to Power BI- Writing a Python pricing script to instantly calculate the value of our cleared interest rate swap portfolio- Updating and refining the existing asset reconciliation Python code- Automating the execution of internal SOX controls including the validation of forward prices at month-end, stress testing of our NY hedge portfolio, and reconciling our daily fund of fund positions with Columbia Threadneedle- Co-lead a weekly Python tutorial session
  • Ameriprise Financial Services, Llc
    Senior Analyst
    Ameriprise Financial Services, Llc Sep 2022 - Jul 2024
    Minneapolis, Minnesota, United States
    - Carry out daily risk and performance attribution analyses of the variable annuity liability hedge portfolio and deliver a presentation on my findings to the team immediately prior to market open- Analyze month-to-date hedge portfolio performance and deliver findings to the team- Reconcile the value of annuity rider liabilities and hedge portfolio assets on a monthly basis- Track movements in global equity and domestic fixed income markets- Create presentation materials for the internal risk management committees and the boards of directors for RiverSource Life Insurance Co. and RiverSource Life Insurance Co. of NY- Write process automation scripts in Python to collate and analyze data from numerous sources including spreadsheets, SQL, and S3- Draft process documentation and training materials- Managed an internal project to convert our cleared interest rate swap portfolio from LIBOR to SOFR benchmark rates
  • Wcg Threewire
    Associate, Technology Quality Assurance & Compliance
    Wcg Threewire Feb 2019 - Jul 2022
    Greater Minneapolis-St. Paul Area
    - Analyzed and validated each step of the product development life cycle to ensure adherence to internal policy and all applicable laws and regulations prior to production release- Verified product test plans and test results to confirm that all requirements are exhaustively evaluated- Completed Inherent Risk Profiles, Data Privacy Impact Assessments, and 21 CFR Part 11 compliance assessments on software products that process PHI and support clinical research activities- Reported policy deviations, performed in-depth root cause analyses where required, and formulated detailed CAPAs to address impactful and/or repeated non-conformities- Performed in-depth supplier assessments of technology-focused service providers to verify the quality of their deliverables and internal controls- Provided responses to IT and cybersecurity questions from client RFIs and quality assessments issued by the leading global pharmaceutical companies and clinical research institutions
  • Wcg Threewire
    Isms Manager
    Wcg Threewire Jan 2016 - Dec 2021
    Greater Minneapolis-St. Paul Area
    - Established and managed ThreeWire’s ISO 27001-certified Information Security Management System- Consistently passed annual certification audits with zero non-conformities- Collaborated with WCG on the post-acquisition integration of the Information Security Programs managed by both organizations- Published and maintained over 50 standard operating procedures that drove the Information Security Management System- Chaired the ISMS Steering Committee that oversaw the deployment of the Information Security Management System and issued guidance to key organizational stakeholders
  • Wcg Threewire
    Business Data Analyst
    Wcg Threewire Feb 2017 - Feb 2019
    Greater Minneapolis-St. Paul Area
    - Standardized and automated all routine customer reports- Created a scalable pricing model incorporating lagging start up times that calculated the expected value of the time saved by getting new therapies to market faster by adopting ThreeWire's services- Built an interactive visualization that illustrated the generalized costs and response rates of utilizing media-based outreach to recruit patients into clinical trials for a variety of disease states- Collaborated with the Project Management team to develop key performance indicators for client engagements with atypical deliverables- Contributed revenue growth forecasts for existing and new engagements for executive management for fiscal years 2017-2019- Supplied the project management team with forecasts of patient recruitment metrics based on prior performance and seasonality. One projection maintained an error rate of less than one percent for twelve consecutive weeks
  • Wcg Threewire
    Program Coordinator
    Wcg Threewire Mar 2014 - Feb 2017
    Greater Minneapolis-St. Paul Area
    - Supported over 25 patient recruitment programs for clinical trials active in a multitude of disease states and geographies, including studies sponsored by the majority of the global top 10 pharmaceutical companies- Self-taught MS SSRS, MS Power BI, and Tableau- Resurrected disused database reporting tools and incorporated them into the standard operations workflows

Gregory Summers Education Details

Frequently Asked Questions about Gregory Summers

What company does Gregory Summers work for?

Gregory Summers works for Ameriprise Financial Services, Llc

What is Gregory Summers's role at the current company?

Gregory Summers's current role is Manager, Reporting.

What schools did Gregory Summers attend?

Gregory Summers attended Hillsdale College.

Who are Gregory Summers's colleagues?

Gregory Summers's colleagues are Michael Mccloud, Ruchika Singh, Namitha Binu, Bryan Nelson, Christopher Smeltzer, Chanpreet Singh, Rhoda Christmas.

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