Gregory Summers
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Gregory Summers Email & Phone Number

Location: Greater Minneapolis-St. Paul Area, United States 7 work roles 1 school
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Role
Manager, Reporting
Location
Greater Minneapolis-St. Paul Area, United States
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Who is Gregory Summers? Overview

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Gregory Summers is listed as Manager, Reporting at Ameriprise Financial Services, LLC, a with 2 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a matched LinkedIn profile for Gregory Summers.

Gregory Summers previously worked as Senior Analyst at Ameriprise Financial Services, Llc and Associate, Technology Quality Assurance & Compliance at Wcg Threewire. Gregory Summers holds Bachelor Of Arts - Ba, Economics from Hillsdale College.

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Ameriprise Financial Services, LLC

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Profile bio

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

Current workplace

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Ameriprise Financial Services, LLC
Ameriprise Financial Services, Llc
Manager, Reporting
Saint Paul, MN, US
Website
Employees
2
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7 roles

Gregory Summers work experience

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Manager, Reporting

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

Senior Analyst

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

Sep 2022 - Jul 2024

Associate, Technology Quality Assurance & Compliance

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

Feb 2019 - Jul 2022

Isms Manager

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

Jan 2016 - Dec 2021

Business Data Analyst

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

Feb 2017 - Feb 2019

Program Coordinator

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

Mar 2014 - Feb 2017
Team & coworkers

Colleagues at Ameriprise Financial Services, LLC

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1 education record

Gregory Summers education

FAQ

Frequently asked questions about Gregory Summers

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What company does Gregory Summers work for?

Gregory Summers works for Ameriprise Financial Services, LLC.

What is Gregory Summers's role at Ameriprise Financial Services, LLC?

Gregory Summers is listed as Manager, Reporting at Ameriprise Financial Services, LLC.

Where is Gregory Summers based?

Gregory Summers is based in Greater Minneapolis-St. Paul Area, United States while working with Ameriprise Financial Services, LLC.

What companies has Gregory Summers worked for?

Gregory Summers has worked for Ameriprise Financial Services, Llc and Wcg Threewire.

Who are Gregory Summers's colleagues at Ameriprise Financial Services, LLC?

Gregory Summers's colleagues at Ameriprise Financial Services, LLC include Aelred Lewis, Mike Malmer, Calvin Bledsoe, Jamie Green, and Carl Fazio, Jr.

How can I contact Gregory Summers?

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What schools did Gregory Summers attend?

Gregory Summers holds Bachelor Of Arts - Ba, Economics from Hillsdale College.

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