Kristen Egan Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Boston, Massachusetts, United States

•Created interactive dashboard in Salesforce that tracks qualitative and quantitative data that feeds KPI reporting of 30+ client relationship managers, seen by senior leadership across Workplace Benefits.•Performed complex data analysis monthly of rollover and retention data, banking and investing penetrations, etc. to track YoY progress and analyze growth areas; prepared monthly and quarterly reporting using this data analysis for senior leadership of Workplace Benefits and above.•Selected amongst entire analyst class to assist with largest client conversion (asset and participant count) by becoming an interim project manager; conducted 10+ separate, weekly meetings with internal product, technology, service, and operations partners to achieve technology and manual process builds•Participated in employee networks, such as HOLA, Lead for Women, and the Women’s Exchange

•Collaborated with other interns to present a seven-week long project on the intersection between artificial intelligence and diversity and inclusion in institutional retirement to senior leadership•Assisted with several strategic and analytical initiatives for the Business Strategy team within the Institutional Retirement Sales Support group

Chestnut Hill, Massachusetts

•Responsible for organizing various promotional events for Boston College's varsity athletics, such as pre-game alumni events like FanFest, in-game entertainment, and post-game autograph sessions•Attended office hours to assist full-time team members with completing various projects

• Collaborated within a virtual environment for four months, ten hours a week while managing a rigorous academic workload• Performed extensive data analysis to create a realistic seeding of men’s and women’s collegiate basketball teams for the NCAA March Madness tournaments

•Worked on a nine-week long data visualization project to create a dynamic dashboard that enhanced month-end reporting done by the Accounting Control and Reporting, Profit and Loss team

Manasquan, New Jersey

•Responsible for ensuring the safety of club members while they swam, along with maintaining proper pH and chlorine levels in the pool, keeping the pool deck clean and making sure that the members remain happy.

Master Of Business Administration - Mba, Finance

Bachelor'S Degree, Finance, Business Analytics

Activities and Societies: Boston College Women's Club Soccer Team (NIRSA National Quarterfinalist '18, Region 1 Champion '19, National.

High School Diploma

Activities and Societies: National Honor Society, Spanish National Honor Society, Student Council, Spanish Club, Varsity Soccer, JV Lacrosse