Leading measurement, attribution, insights, as well as tactical and strategic recommendations within Customer Knowledge and Strategic Insights (CKSI) supporting the Wealth Management Experience and Retirement Product Area: ✦ Insights from Fidelity Wealth Management thought leadership program: https://www.fidelity.com/learning-center/wealth-management-insights✦ Offering and Narrative squad✦ Tableau Project Leader within Personal Investing domain. ✦ Led the Measurement Mastery group within CKSI since November 2023.

✦ Led team of Research Analysts on the Advanced Analytics Team✦ Consumer Segmentation and Targeting (B2C and B2B)✦ Primary Research Analysis✦ Geospatial Analysis✦ Consumer Scoring Models (i.e. using predictive analytics for likelihood to purchase product, open or click-through email, product basket from client CRM or broader consumer databases)✦ Machine Learning Toolbox: Factor and Cluster Analysis, Decision Trees/Random Forests, Logistic and Linear Regression, Naive Bayes✦ Website/Podcast Attribution and Lift✦ Consulting and presenting insights through compelling stories to clients in the financial, retail, automotive, technology, renewable energy, government, management consulting industries✦ ETL✦ Python, SQL, Alteryx, Spark

Over four years of outside sales success and account management through prospecting, identifying needs, proposing solutions, overcoming objections, closing the sale, maintaining the relationship, and generating customer referrals. Establish a clear SOW and SOP with customer and operations for a smooth transition through implementation to cargo flow.Key Accomplishments: ✦ Closed the largest global provider of juvenile restraint devices providing sea freight forwarding in 2017. ✦ Closed a major U.S. air compressor manufacturer including providing order management solutions in 2016. ✦ Closed largest U.S. retailer of RV attachments and accessories in 2015 ✦ Closed global air charter business for a major automotive OEM in 2015. ✦ Closed a major Chinese automotive manufacturer in 2015 and supported them to tool up their entire factory which is now one of the largest automotive glass manufacturing plants in the U.S.✦ Closed a major oleo chemical manufacturer in 2014. ✦ Closed a major automotive supplier generating over $3 Million domestic and cross border revenue in 2013.✦ Able to consult and provide insights on Air Freight, Sea Freight, Truck Freight, Mexican Cross Border, Customs Brokerage, Contract Logistics, Order Management, Trade Compliance, and Consolidations.✦ Responsible for all management and continual growth of customer relationships through quarterly business reviews, analytics and reporting, troubleshooting, and problem solving.

✦ Made recommendations to drive optimum revenue pricing of client SKUs across Kroger divisions by applying linear regression to Market6 data.✦ Provided insights from 84.51° consumer behavior data improving the Kroger category manager’s assortment decisions allowing the manufacturer to retain key SKUs on the shelf✦

✦ Designed challenging curriculum and projects that motivated students to attain greater verbal and listening comprehension through creative dialogues, classroom exercises, and research assignments.✦ Promoted a learning environment in which students were encouraged to utilize their English speaking skills in a manner that parallels realistic professional, academic, social situations, and cross-cultural understanding.