• Overhauled a complex set of order protection and trade-through alerts to monitor REGNMS compliance• Created interactive prototype to monitor excessive quoting and price influence• Completed multiple analyses to provide insights to business team• Developed interactive volume-trading analysis prototype for Createathon competition

Design and develop diagnostic and maintenance applications for nanotechnology-based food safety systems.

• Analyzed the speed and completeness with which a fleet of service vehicles equipped with radiation sensors could establish baseline radiation levels across Austin TX• Contributed multiple analyses and reusable functions to assist development of radiation-monitoring dashboardo Wrote adaptive geospatial splitting function to optimize accuracy of radiation readings by cell area and observation counto Created geospatial movie with chart demonstrating data accumulation and accuracy benchmarks achieved over timeo Automated email and text alerts to notify of radiation spikes and monitor operating hardware performanceo Evaluated precision of GPS location readings and potential impact on radiation estimateso Provided feedback on user-friendliness • Assisted with fund-raising / grant application

Sales and marketing impact analyses• Developed a new opportunity-based approach to assign annual sales goals to branches, which has been adopted by all 180 branches each year from 2015 thru 2018.• Estimated the value of various branch office configurations and created a flexible tool to determine the optimal configuration and pricing in all real estate markets.• Evaluated the impact of sales rep attrition on customer profitability, leading to targeted sales rep and customer retention strategies.• Estimated the financial benefit of online chats, accelerating the development of a profitable chat channel.• Led comprehensive value analysis of marketing events, by evaluating impact on customer asset flows. Used propensity scoring, an innovative method to create a valid control group.• Designed and programmed monthly enhancements and releases of a new measurement tool for measuring marketing campaigns. Trained FMR India analysts to assume the development and maintenance of this tool.Innovative customer segmentations to improve sales and marketing effectiveness• Created and implemented tracks for prospect marketing and new customer on-boarding, segmented by value and most likely first product purchase.• Developed and implemented value-based segmentation to direct calls to the best rep for Fidelity’s stock plan services business unit.Leading edge predictive modeling using supervised and unsupervised machine learning• Developed models to estimate customer lifetime value (LTV) and validated vs actual profitability to support high-value customer service decisions.• Managed team developing a suite of models to identify the best customers for branch appointments, establishing a new lead pipeline for branch reps.• Validated under-utilized models on prior campaigns to apply to new trading, rollover, cash management and tax-advantage campaigns.