Jacqueline White Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

· Conducted market research for multiple product lines, ad-hoc competitive intelligence requests from senior management, assessing long-term market trends, competitor analysis, and producing and disseminating weekly newsletters.· Managed and handled the day-to-day activities of preparing, mining and analyzing data, developing reports, charts, summaries and making recommendations.· Produced and presented analysis results, methods and findings to internal stakeholders, verbally and in written format.· Increased efficiency of data analysis by building and publishing real-time data visualization dashboards.

Boston, Ma, Us

· Helped construct and transfer Cerulli's Managed Accounts Sponsor Database to SQL from Excel which housed 20+ years of data.· Constructed financial models for projecting assets held in the managed account industry and analyzing asset class breakdowns and additional industry statistics.· Co-author of The 2020 Cerulli Managed Accounts Report and The 2021 Cerulli Managed Accounts Report.· Re-constructed and continually managed Cerulli’s participant directory with over 40,000 research participants, increasing opportunities for research engagement.· Ad hoc work mainly focused on client facing consulting projects with large financial services firms as a subject matter expert.

Boston, Ma, Us

· Modernized Cerulli's custom benchmarking process by redesigning reports and using advanced data visualization techniques in Tableau.· Oversees Cerulli's Managed Accounts Sponsor Database—including managing Managed Accounts research efforts and building exhibits on an ongoing basis.· Creates customized questionnaires for consulting and internal projects, utilizing advanced knowledge of JavaScript and HTML.

Boston, Ma, Us

· Collaborated with analysts from all of Cerulli’s practices to administer surveys and analyze data for Cerulli publications.· Assisted research analysts by ensuring reported data was error-free and properly formatted.· Utilized Tableau to create customized benchmarking reports for firms participating in our research efforts.

· Successful multi-subject tutor (computer science, calculus, statistics) with a history of improving student grades. · Capable of breaking down complex concepts into easy-to-manage tasks and aptitudes for students. · Skilled at teaching students effective study habits.

South Portland, Me, Us

· Interned and studied in Amsterdam, Netherlands for a consulting start-up firm which focused on people who felt they had "burnt-out" of their careers. · Day-to-day activities would include cold-calling/emailing HR professionals to collect their views on employees experiencing burnouts, using Qualtrics to create surveys and analyze responses, and working with my team to outline a business plan for the start-up.