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 variety of visuals including Tableau dashboards, PowerPoint presentations, and moreto effectively communicate the state of the business and where improvement opportunitiesexisted.

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 competition around them. Understanding a competitors tactics, trials, and successes is an important piece to any corporate strategy.

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 skillset in Python, R, and SAS to produce models which enhance the effectiveness of personal banker outreach. - Created a Branch Disposition Report that uses a variety of cross-channel rates and NPS to determine the features that need the most attention in the branch channel. - Provide ad-hoc analyses as well as regularly scheduled reporting to key stakeholders.- Generate omni-channel, single channel, and feature specific reporting and dashboards.- Partner with various stakeholders, product owners, and scrum teams to drive product enhancements across digital and non-digital customer channels. - Use Clickfox, FOX, Adobe Site Catalyst, and NICE to analyze data.- Work with Medallia to understand NPS on a journey, channel, and feature level using a bottoms-up approach.

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 budget forecast

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+ managers on the platform- Automated a variety of data heavy tasks using excel and VBA which turned a 2 day task for two people into a 30 minute task for one person. - Manage multiple projects simultaneously and lead various groups (legal, operations, compliance, technology, etc.) to complete the task of onboarding a manager- Experience with: LLCs, SICAVs, 40 Act funds, UCITS, SMAs, and more

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 automated time saving solutions- Directed a team of 4 to complete projects and meet critical daily deadlines

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 advisors

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