Jared Thomas Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

- Worked to take an area of the business with no data infrastructure or insights to a place wherestrategic opportunities could be effectively sized and prioritized.- My team generated over $5 million dollars in value for the company through client dispositionmodels that identified opportunities for growth, retention, and customer satisfaction- Produced a.

THE Consulting Company specializes in providing insightful competitor analyses for those companies in the Direct Sales and MLM space. The industry is filled with newcomers and old-timers all trying something new to gain market share. THE Consulting Company helps to sharpen its client's competitive advantage by providing them with a tailored look at the.

Charlotte, North Carolina Area

- Drive data driven decisions by presenting findings and analyses to various stakeholders across the bank. - Develop key KPI’s, strategies, and reporting for online, mobile app, branch, ATM, and contact center channels.- Lead analyst team to produce insights that guide the strategy to manage the branch footprint across the U.S. market- Leverage statistical.

Greater Salt Lake City Area

-Read and write SQL queries to perform a variety of analyses-Prepare and Present a monthly competitor review to chief officers of the company-Efficiently work with a variety of departments to complete Ad-Hoc data analysis requests.-Lead a bi-weekly meeting with senior management to discuss current company data trends - Assisted in the 2017 fiscal year.

Investment Management Division (Alternative Investment Manager Selection) group- Work with Pension (ERISA and non-ERISA), Institutional, and Private Wealth clients to invest funds with a variety of third party long only money managers.- Work with large data sets to aggregate, analyze, and present weekly findings on over $100 billion in assets for the 200+.

Boise, Idaho Area

- Worked in an Agile environment to innovate new ways for Clearwater to support new product types. - Trained Account Managers how to handle Options, Future, Currency Forwards, Futures, and credit default swap in their reconciliation process- Innovated new ways to report on new derivative instruments to serve more clients

Boise, Idaho Area

- Effectively used SQL to manage and query large data sets for projects - Managed Clearwater’s largest and most complex Asset Manager Client- Worked with clients on GAAP, GL, tax lot harvesting, and other accounting queries- Repaired and improved a client relationship after inheriting a strained situation- Worked closely with programmers to implement.

Boise, Idaho Area

- Designed and built complex options portfolio management system in Excel (using VBA) to manage 200+ client accounts - Created all of the firms marketing materials, performance fact sheets, and client decks- Able to break down complex option strategies into simple layman’s terms- Experience selling a complex investment strategy to registered investment.

Rexburg Idaho

- Consulting project for the Center for Advanced Energy Studies (A division of Idaho National Laboratories).- Directed a team of 2 undergrad Students to complete a consulting project on the home Energy Management and Automation market

Rexburg Idaho

- Managed the company finances, insurance, ticketing, and hiring - Designed all marketing material (flyers, posters, movie theater commercial) for RexFest 2009- Coordinated a concert event (RexFest) with over 300 people in attendace- Gathered over $500 in sponsorship from local businesses

Masters Of Science, Data Science

- Work in Python, R, SQL, Excel Solver, Tableau, Jupyter Notebook (both Python and R) - Modeling Techniques and tools: o Generalized.

Bachelor Of Science, Financial Economics, 3.8